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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 51,440 | $1,112 萬 | 0.02% | −2,864−5.3% | 減碼 |
| Truist Financial Corp | 52,123 | $1,127 萬 | 0.02% | −3,061−5.5% | 減碼 |
| PFS Investments Inc. | 54,612 | $1,181 萬 | 0.22% | +4,488+9.0% | 加碼 |
| Great West Life Assurance Co | 56,582 | $1,228 萬 | 0.03% | +18,327+47.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 60,489 | $1,308 萬 | 0.03% | +9,825+19.4% | 加碼 |
| Iridian Asset Management LLC | 60,567 | $1,309 萬 | 1.26% | −29,728−32.9% | 減碼 |
| Comerica Bank | 58,942 | $1,372 萬 | 0.11% | +6,004+11.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 64,043 | $1,384 萬 | 0.09% | +43,760+215.7% | 加碼 |
| Barclays PLC | 65,290 | $1,411 萬 | 0.01% | −12,318−15.9% | 減碼 |
| Teacher Retirement System of Texas | 66,154 | $1,430 萬 | 0.10% | +54,731+479.1% | 加碼 |
| Boston Partners | 66,744 | $1,443 萬 | 0.02% | +50.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 67,780 | $1,465 萬 | 0.07% | +41,781+160.7% | 加碼 |
| HRT Financial LP | 68,604 | $1,483 萬 | 0.21% | −248,838−78.4% | 減碼 |
| Twinbeech Capital LP | 70,089 | $1,515 萬 | 0.29% | +70,089 | 新進 |
| GCM Grosvenor Holdings, LLC | 71,000 | $1,535 萬 | 3.92% | +30,000+73.2% | 加碼 |
| Fort Washington Investment Advisors Inc | 71,314 | $1,542 萬 | 0.12% | −44,659−38.5% | 減碼 |
| Reinhart Partners, Inc. | 72,519 | $1,568 萬 | 0.85% | −2,684−3.6% | 減碼 |
| Phase 2 Partners, LLC | 74,111 | $1,602 萬 | 7.23% | +37,777+104.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 74,296 | $1,606 萬 | 0.05% | +67,423+981.0% | 加碼 |
| Citigroup Inc | 74,578 | $1,612 萬 | 0.02% | +21,778+41.2% | 加碼 |
| Thornburg Investment Management Inc | 75,583 | $1,636 萬 | 0.28% | −15,652−17.2% | 減碼 |
| Sirios Capital Management L P | 75,779 | $1,638 萬 | 3.02% | −23,041−23.3% | 減碼 |
| LPL Financial LLC | 75,783 | $1,638 萬 | 0.01% | +11,201+17.3% | 加碼 |
| Cinctive Capital Management LP | 76,111 | $1,645 萬 | 0.85% | +76,111 | 新進 |
| Engle Capital Management, L.P. | 80,000 | $1,729 萬 | 7.78% | −97,000−54.8% | 減碼 |
| AQR Capital Management LLC | 81,359 | $1,748 萬 | 0.04% | −9,626−10.6% | 減碼 |
| Storebrand Asset Management AS | 81,839 | $1,769 萬 | 0.10% | +53,061+184.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 82,679 | $1,787 萬 | 0.06% | +18,708+29.2% | 加碼 |
| Rhumbline Advisers | 89,504 | $1,935 萬 | 0.03% | +5,011+5.9% | 加碼 |
| Avalon Investment & Advisory | 89,954 | $1,945 萬 | 0.55% | +13,157+17.1% | 加碼 |
| Virginia Retirement Systems Et Al | 90,800 | $1,963 萬 | 0.20% | −3,000−3.2% | 減碼 |
| New York State Common Retirement Fund | 92,670 | $2,003 萬 | 0.03% | −29,531−24.2% | 減碼 |
| Korea Investment CORP | 94,107 | $2,034 萬 | 0.06% | +65,983+234.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 96,449 | $2,085 萬 | 0.05% | +3,610+3.9% | 加碼 |
| Pinebridge Investments, L.P. | 96,710 | $2,091 萬 | 0.25% | −2,211−2.2% | 減碼 |
| Canada Pension Plan Investment Board | 98,045 | $2,119 萬 | 0.04% | +29,480+43.0% | 加碼 |
| Federated Hermes, Inc. | 108,068 | $2,336 萬 | 0.06% | −15,528−12.6% | 減碼 |
| William Blair Investment Management, LLC | 108,703 | $2,350 萬 | 0.09% | −7,246−6.2% | 減碼 |
| Stifel Financial Corp | 111,080 | $2,401 萬 | 0.04% | −33,320−23.1% | 減碼 |
| Walleye Capital LLC | 112,125 | $2,424 萬 | 0.53% | +73,793+192.5% | 加碼 |
| National Pension Service | 118,700 | $2,566 萬 | 0.05% | −400−0.3% | 減碼 |
| Voloridge Investment Management, LLC | 123,541 | $2,671 萬 | 0.15% | +123,541 | 新進 |
| Cramer Rosenthal McGlynn LLC | 126,795 | $2,741 萬 | 1.21% | −68,435−35.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 128,932 | $2,787 萬 | 0.07% | +41,660+47.7% | 加碼 |
| California State Teachers Retirement System | 134,856 | $2,915 萬 | 0.05% | +2,898+2.2% | 加碼 |
| Credit Suisse AG | 150,144 | $3,246 萬 | 0.03% | +39,138+35.3% | 加碼 |
| Employees Retirement System of Texas | 155,734 | $3,367 萬 | 0.49% | +7,734+5.2% | 加碼 |
| Amundi | 152,964 | $3,376 萬 | 0.02% | +69,710+83.7% | 加碼 |
| Royal Bank of Canada | 160,334 | $3,466 萬 | 0.01% | −21,811−12.0% | 減碼 |
| First Trust Advisors LP | 161,895 | $3,499 萬 | 0.04% | +45,005+38.5% | 加碼 |
| Cookson Peirce & Co Inc | 162,588 | $3,515 萬 | 2.29% | +975+0.6% | 加碼 |
| Trillium Asset Management, LLC | 163,224 | $3,528 萬 | 1.09% | −20,158−11.0% | 減碼 |
| Russell Investments Group, Ltd. | 163,470 | $3,533 萬 | 0.07% | +26,746+19.6% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 171,570 | $3,709 萬 | 0.63% | −12,461−6.8% | 減碼 |
| TD Asset Management Inc | 180,619 | $3,904 萬 | 0.05% | −90,594−33.4% | 減碼 |
| Cornerstone Investment Partners, LLC | 182,972 | $3,955 萬 | 2.54% | −940−0.5% | 減碼 |
| Primecap Management Co | 183,600 | $3,969 萬 | 0.04% | −79,700−30.3% | 減碼 |
| California Public Employees Retirement System | 186,676 | $4,035 萬 | 0.03% | +3,973+2.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 188,333 | $4,071 萬 | 0.12% | +95,108+102.0% | 加碼 |
| Epoch Investment Partners, Inc. | 190,099 | $4,109 萬 | 0.25% | −102,365−35.0% | 減碼 |
| CIBC Asset Management Inc | 190,240 | $4,112 萬 | 0.17% | −18,629−8.9% | 減碼 |
| Commerce Bank | 198,229 | $4,285 萬 | 0.35% | +1,536+0.8% | 加碼 |
| Franklin Resources Inc | 205,356 | $4,439 萬 | 0.02% | +108,645+112.3% | 加碼 |
| SEI Investments Co | 207,329 | $4,482 萬 | 0.10% | −71,579−25.7% | 減碼 |
| FIL Ltd | 219,744 | $4,750 萬 | 0.06% | −50,725−18.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 221,670 | $4,792 萬 | 0.04% | −2,376−1.1% | 減碼 |
| Bank of Montreal | 225,518 | $4,877 萬 | 0.04% | +218,005+2,901.7% | 加碼 |
| Envestnet Asset Management Inc | 253,083 | $5,471 萬 | 0.03% | −16,914−6.3% | 減碼 |
| Azora Capital LP | 259,305 | $5,605 萬 | 9.53% | +31,566+13.9% | 加碼 |
| Susquehanna International Group, LLP | 261,615 | $5,655 萬 | 0.11% | −107,175−29.1% | 減碼 |
| Qube Research & Technologies Ltd | 264,260 | $5,713 萬 | 0.34% | +137,187+108.0% | 加碼 |
| Frontier Capital Management Co LLC | 264,391 | $5,715 萬 | 0.62% | −404,108−60.5% | 減碼 |
| Assenagon Asset Management S.A. | 269,796 | $5,832 萬 | 0.24% | +266,817+8,956.6% | 加碼 |
| Victory Capital Management Inc | 270,028 | $5,837 萬 | 0.07% | −2,534−0.9% | 減碼 |
| Balyasny Asset Management LLC | 271,913 | $5,878 萬 | 0.21% | +270,490+19,008.4% | 加碼 |
| Man Group plc | 279,721 | $6,047 萬 | 0.22% | +276,480+8,530.7% | 加碼 |
| UBS Asset Management Americas Inc | 280,717 | $6,068 萬 | 0.03% | +55,589+24.7% | 加碼 |
| Legal & General Group Plc | 334,307 | $7,227 萬 | 0.03% | +27,717+9.0% | 加碼 |
| Junto Capital Management LP | 345,768 | $7,474 萬 | 2.12% | −58,790−14.5% | 減碼 |
| ArrowMark Colorado Holdings LLC | 354,710 | $7,668 萬 | 0.92% | −1,749−0.5% | 減碼 |
| Artemis Investment Management LLP | 355,638 | $7,710 萬 | 0.87% | −84,420−19.2% | 減碼 |
| Raymond James & Associates | 365,832 | $7,908 萬 | 0.07% | −39,858−9.8% | 減碼 |
| Argent Capital Management LLC | 377,413 | $8,159 萬 | 2.94% | −15,808−4.0% | 減碼 |
| Bank of America Corp | 414,908 | $8,969 萬 | 0.01% | −6,665−1.6% | 減碼 |
| Deutsche Bank AG | 430,124 | $9,298 萬 | 0.05% | +172,295+66.8% | 加碼 |
| Wells Fargo & Company | 432,564 | $9,351 萬 | 0.03% | −145,212−25.1% | 減碼 |
| Price T Rowe Associates Inc | 435,371 | $9,412 萬 | 0.02% | +147,098+51.0% | 加碼 |
| Eminence Capital, LP | 437,579 | $9,459 萬 | 1.76% | +208,440+91.0% | 加碼 |
| Agf Management Ltd | 440,183 | $9,515 萬 | 0.69% | +440,183 | 新進 |
| Jacobs Levy Equity Management, Inc | 451,701 | $9,764 萬 | 0.66% | +306,507+211.1% | 加碼 |
| American Century Companies Inc | 451,806 | $9,767 萬 | 0.08% | −46,109−9.3% | 減碼 |
| Northern Trust Corp | 463,476 | $1.00 億 | 0.02% | +13,311+3.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 464,943 | $1.01 億 | 0.17% | −123,941−21.0% | 減碼 |
| Citadel Advisors LLC | 494,118 | $1.07 億 | 0.12% | +192,455+63.8% | 加碼 |
| First Pacific Advisors, LP | 497,118 | $1.07 億 | 1.65% | −60,807−10.9% | 減碼 |
| Charles Schwab Investment Management Inc | 498,567 | $1.08 億 | 0.03% | +19,325+4.0% | 加碼 |
| Capital World Investors | 504,494 | $1.09 億 | 0.02% | 00.0% | 不變 |
| Artisan Partners Limited Partnership | 533,453 | $1.15 億 | 0.20% | −408,127−43.3% | 減碼 |
| Fairview Capital Investment Management, LLC | 534,715 | $1.16 億 | 7.91% | −9,966−1.8% | 減碼 |
| Jackson Square Partners, LLC | 542,431 | $1.17 億 | 3.13% | −89,425−14.2% | 減碼 |