LPL Financial Holdings Inc.
LPLA- 交易所
- Nasdaq
- 產業
- Security & Commodity Brokers, Dealers, Exchanges & Services
- SEC CIK
- 0001397911
近 90 天，LPL Financial Holdings Inc. 內部人申報 0 筆公開市場買進、4 筆賣出；2026 年第 2 季末有 768 家機構在 13F 申報持有，市值合計 $233.4 億；孤松資本和馬克爾集團兩位大師持有。
2022 年第 4 季 13F 持有人
LPL Financial Holdings Inc. 在 2022/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 632
- 較 2022 年第 3 季 +61 家
- 持有股數
- 7,652 萬
- 較 2022 年第 3 季 −153.5 萬 (−2.0%)
- 總市值
- $165.2 億
- 較 2022 年第 3 季 −$5.33 億 (−3.1%)
- 新進機構
- 122
- 另有 198 家加碼
- 清倉機構
- 61
- 另有 263 家減碼
另有 12 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 LPLA 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 768 | $233.4 億 |
| 2026 年第 1 季 | 769 | $248.3 億 |
| 2025 年第 4 季 | 826 | $290.4 億 |
| 2025 年第 3 季 | 759 | $261.3 億 |
| 2025 年第 2 季 | 802 | $297.5 億 |
| 2025 年第 1 季 | 788 | $255.4 億 |
| 2024 年第 4 季 | 725 | $232.7 億 |
| 2024 年第 3 季 | 646 | $168.1 億 |
| 2024 年第 2 季 | 677 | $201.1 億 |
| 2024 年第 1 季 | 650 | $192.1 億 |
| 2023 年第 4 季 | 621 | $161.9 億 |
| 2023 年第 3 季 | 601 | $171.1 億 |
| 2023 年第 2 季 | 590 | $156.3 億 |
| 2023 年第 1 季 | 615 | $151.4 億 |
| 2022 年第 4 季 | 632 | $165.2 億 |
| 2022 年第 3 季 | 583 | $172.0 億 |
| 2022 年第 2 季 | 534 | $150.9 億 |
| 2022 年第 1 季 | 481 | $143.0 億 |
| 2021 年第 4 季 | 435 | $123.0 億 |
| 2021 年第 3 季 | 423 | $120.6 億 |
| 2021 年第 2 季 | 419 | $102.6 億 |
| 2021 年第 1 季 | 398 | $110.2 億 |
2022 年第 4 季持有機構
每家機構持有 LPL Financial Holdings Inc. 的股數、市值與佔組合比重；股數變化跟 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Enterprise Financial Services Corp | 2,150 | $46.5 萬 | 0.32% | −15−0.7% | 減碼 |
| Moran Wealth Management, LLC | 2,188 | $47.3 萬 | 0.02% | +2,188 | 新進 |
| Laurel Wealth Advisors, Inc. | 2,194 | $47.4 萬 | 0.05% | −1,636−42.7% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,200 | $47.6 萬 | 0.00% | +2,200 | 新進 |
| Jane Street Group, LLC | 2,201 | $47.6 萬 | 0.00% | −19,715−90.0% | 減碼 |
| Schroder Investment Management Group | 2,206 | $47.7 萬 | 0.00% | +2,206 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,237 | $48.4 萬 | 0.04% | −295−11.7% | 減碼 |
| Change Path, LLC | 2,248 | $48.6 萬 | 0.03% | −156−6.5% | 減碼 |
| Parallel Advisors, LLC | 2,249 | $48.6 萬 | 0.02% | −22−1.0% | 減碼 |
| Hillsdale Investment Management Inc. | 2,255 | $48.7 萬 | 0.04% | +2,255 | 新進 |
| Ci Investments Inc. | 2,264 | $48.9 萬 | 0.00% | −34−1.5% | 減碼 |
| London Co of Virginia | 2,270 | $49.1 萬 | 0.00% | 00.0% | 不變 |
| Wolverine Trading, LLC | 2,291 | $49.5 萬 | 0.01% | +2,291 | 新進 |
| Jump Financial, LLC | 2,329 | $50.3 萬 | 0.03% | +2,329 | 新進 |
| Coastal Investment Advisors, Inc. | 2,356 | $50.9 萬 | 0.12% | −841−26.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,386 | $51.6 萬 | 0.08% | −1,867−43.9% | 減碼 |
| Integrated Investment Consultants, LLC | 2,401 | $51.9 萬 | 0.18% | −187−7.2% | 減碼 |
| Level Four Advisory Services, LLC | 2,488 | $53.8 萬 | 0.04% | −3,169−56.0% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 2,495 | $53.9 萬 | 0.16% | −970−28.0% | 減碼 |
| Bessemer Group Inc | 2,583 | $55.8 萬 | 0.00% | −27−1.0% | 減碼 |
| Harvest Investment Services, LLC | 2,630 | $56.9 萬 | 0.61% | +1,143+76.9% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 2,681 | $58.0 萬 | 0.01% | +2,681 | 新進 |
| BMS Financial Advisors, LLC | 2,690 | $58.1 萬 | 0.39% | −169−5.9% | 減碼 |
| Fox Run Management, L.L.C. | 2,714 | $58.7 萬 | 0.24% | +388+16.7% | 加碼 |
| Echo Street Capital Management LLC | 2,720 | $58.8 萬 | 0.01% | +2,720 | 新進 |
| IHT Wealth Management, LLC | 2,734 | $59.1 萬 | 0.04% | −13−0.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 2,740 | $59.2 萬 | 0.01% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 2,806 | $60.3 萬 | 0.00% | +1,232+78.3% | 加碼 |
| Axxcess Wealth Management, LLC | 2,807 | $60.7 萬 | 0.05% | −2,132−43.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 2,824 | $61.0 萬 | 0.00% | −318−10.1% | 減碼 |
| Mercer Global Advisors Inc | 2,844 | $61.5 萬 | 0.00% | −331−10.4% | 減碼 |
| Cerity Partners LLC | 2,895 | $62.6 萬 | 0.00% | −2,033−41.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 2,900 | $62.7 萬 | 0.01% | +1,506+108.0% | 加碼 |
| XTX Topco Ltd | 2,924 | $63.2 萬 | 0.13% | −485−14.2% | 減碼 |
| Archer Investment Corp | 2,972 | $64.2 萬 | 0.25% | 00.0% | 不變 |
| Versor Investments LP | 2,995 | $64.7 萬 | 0.06% | +2,995 | 新進 |
| Cullen/Frost Bankers, Inc. | 3,000 | $64.9 萬 | 0.01% | +300+11.1% | 加碼 |
| Creative Planning | 3,009 | $65.0 萬 | 0.00% | +466+18.3% | 加碼 |
| State of Alaska, Department of Revenue | 3,162 | $68.3 萬 | 0.01% | +3,162 | 新進 |
| Algert Global LLC | 3,216 | $69.5 萬 | 0.04% | +3,216 | 新進 |
| Seeyond | 3,243 | $70.1 萬 | 0.07% | +474+17.1% | 加碼 |
| Bank of Nova Scotia | 3,245 | $70.1 萬 | 0.00% | −24,187−88.2% | 減碼 |
| Glenmede Trust Co NA | 3,246 | $70.2 萬 | 0.00% | +3,246 | 新進 |
| Bickling Financial Services, Inc. | 3,253 | $70.3 萬 | 0.44% | +2+0.1% | 加碼 |
| Ritholtz Wealth Management | 3,324 | $71.9 萬 | 0.04% | −1,055−24.1% | 減碼 |
| Toroso Investments, LLC | 3,362 | $72.7 萬 | 0.03% | −3,032−47.4% | 減碼 |
| Capula Management Ltd | 3,370 | $72.8 萬 | 0.08% | +3,370 | 新進 |
| Colony Group LLC | 3,409 | $73.7 萬 | 0.01% | +9+0.3% | 加碼 |
| Argent Trust Co | 3,413 | $73.8 萬 | 0.05% | 00.0% | 不變 |
| Pzena Investment Management LLC | 3,434 | $74.2 萬 | 0.00% | +1,362+65.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 3,440 | $74.4 萬 | 0.00% | −557−13.9% | 減碼 |
| Navellier & Associates Inc | 3,540 | $76.5 萬 | 0.16% | −502−12.4% | 減碼 |
| Glenview Trust Co | 3,553 | $76.8 萬 | 0.03% | −361−9.2% | 減碼 |
| LVW Advisors, LLC | 3,575 | $77.3 萬 | 0.16% | −1,563−30.4% | 減碼 |
| Prossimo Advisors, LLC | 3,600 | $77.8 萬 | 1.80% | +3,600 | 新進 |
| Stelac Advisory Services LLC | 3,659 | $79.1 萬 | 0.36% | +199+5.8% | 加碼 |
| Quantinno Capital Management LP | 3,671 | $79.4 萬 | 0.06% | −429−10.5% | 減碼 |
| Neo Ivy Capital Management | 3,672 | $79.4 萬 | 0.54% | +3,672 | 新進 |
| Oppenheimer Asset Management Inc. | 3,674 | $79.4 萬 | 0.01% | −2,682−42.2% | 減碼 |
| E. Ohman J:or Asset Management AB | 3,700 | $80.0 萬 | 0.03% | 00.0% | 不變 |
| KB Financial Partners, LLC | 3,775 | $81.6 萬 | 0.28% | −10−0.3% | 減碼 |
| Sawtooth Solutions, LLC | 3,796 | $82.1 萬 | 0.11% | −7−0.2% | 減碼 |
| MAI Capital Management | 3,806 | $82.3 萬 | 0.01% | +487+14.7% | 加碼 |
| Cornercap Investment Counsel Inc | 3,809 | $82.3 萬 | 0.14% | +3,809 | 新進 |
| Alera Investment Advisors, LLC | 3,853 | $83.3 萬 | 0.20% | −20−0.5% | 減碼 |
| Bokf, NA | 3,883 | $83.9 萬 | 0.02% | −8,614−68.9% | 減碼 |
| Pittenger & Anderson Inc | 3,900 | $84.3 萬 | 0.05% | +1,510+63.2% | 加碼 |
| Aigen Investment Management, LP | 3,909 | $84.5 萬 | 0.12% | +3,909 | 新進 |
| Mackenzie Financial Corp | 3,945 | $85.3 萬 | 0.00% | −273−6.5% | 減碼 |
| Baird Financial Group, Inc. | 4,019 | $86.8 萬 | 0.00% | −677−14.4% | 減碼 |
| SkyView Investment Advisors, LLC | 4,040 | $87.3 萬 | 0.26% | +15+0.4% | 加碼 |
| Two Sigma Investments, LP | 4,100 | $88.6 萬 | 0.00% | +4,100 | 新進 |
| Vestcor Inc | 4,105 | $88.7 萬 | 0.03% | +2,221+117.9% | 加碼 |
| TrimTabs Asset Management, LLC | 4,143 | $89.6 萬 | 0.58% | −2,142−34.1% | 減碼 |
| Raymond James Trust N.A. | 4,149 | $89.7 萬 | 0.03% | −687−14.2% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 4,166 | $90.1 萬 | 0.01% | −2,120−33.7% | 減碼 |
| Advisor OS, LLC | 4,292 | $92.8 萬 | 0.25% | −1,595−27.1% | 減碼 |
| Ethic Inc. | 4,294 | $92.8 萬 | 0.05% | +462+12.1% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 4,297 | $92.9 萬 | 0.02% | +4,297 | 新進 |
| HighTower Advisors, LLC | 4,320 | $93.5 萬 | 0.00% | +298+7.4% | 加碼 |
| Brown Brothers Harriman & Co | 4,354 | $94.1 萬 | 0.01% | −534−10.9% | 減碼 |
| Bleakley Financial Group, LLC | 4,526 | $97.8 萬 | 0.03% | +4,526 | 新進 |
| Proequities, Inc. | 4,584 | $99.1 萬 | 0.08% | −300−6.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 4,708 | $101.8 萬 | 0.03% | +4,708 | 新進 |
| Hamilton Capital Partners Inc. | 4,748 | $102.6 萬 | 0.44% | +4,748 | 新進 |
| M&T Bank Corp | 4,812 | $104.0 萬 | 0.00% | −52−1.1% | 減碼 |
| MetLife Investment Management | 4,813 | $104.0 萬 | 0.01% | −127−2.6% | 減碼 |
| Shell Asset Management Co | 4,850 | $104.8 萬 | 0.05% | −1,179−19.6% | 減碼 |
| Financial Advocates Investment Management | 5,020 | $108.5 萬 | 0.08% | −795−13.7% | 減碼 |
| Oliver Luxxe Assets LLC | 5,155 | $111.4 萬 | 0.31% | +19+0.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 5,198 | $112.4 萬 | 0.00% | −261−4.8% | 減碼 |
| Heritage Wealth Management, LLC | 5,225 | $113.0 萬 | 0.16% | +1,946+59.3% | 加碼 |
| Jefferies Financial Group Inc. | 5,285 | $114.2 萬 | 0.02% | +5,285 | 新進 |
| STRS Ohio | 5,315 | $114.8 萬 | 0.01% | +961+22.1% | 加碼 |
| Snowden Capital Advisors LLC | 5,339 | $115.4 萬 | 0.05% | +3,076+135.9% | 加碼 |
| Cumberland Partners Ltd | 5,500 | $118.9 萬 | 0.13% | +1,000+22.2% | 加碼 |
| Pearl River Capital, LLC | 5,528 | $119.5 萬 | 0.20% | +5,528 | 新進 |
| Aureus Asset Management, LLC | 5,545 | $119.9 萬 | 0.10% | −360−6.1% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 5,585 | $120.7 萬 | 0.47% | +199+3.7% | 加碼 |
| F/M Investments LLC | 5,632 | $121.7 萬 | 1.47% | +5,632 | 新進 |