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 |
|---|---|---|---|---|---|
| Westfield Capital Management Co LP | 582,784 | $1.26 億 | 0.97% | −106,148−15.4% | 減碼 |
| Darlington Partners Capital Management, LP | 598,994 | $1.29 億 | 11.82% | −65,361−9.8% | 減碼 |
| Southpoint Capital Advisors LP | 600,000 | $1.30 億 | 3.35% | −75,000−11.1% | 減碼 |
| Bank of New York Mellon Corp | 600,467 | $1.30 億 | 0.03% | −114,908−16.1% | 減碼 |
| Voya Investment Management LLC | 643,843 | $1.39 億 | 0.16% | −127,121−16.5% | 減碼 |
| Invesco Ltd. | 672,036 | $1.45 億 | 0.04% | −994,890−59.7% | 減碼 |
| Morgan Stanley | 694,425 | $1.50 億 | 0.02% | +239,867+52.8% | 加碼 |
| Standard Life Aberdeen plc | 702,589 | $1.52 億 | 0.41% | +15,475+2.3% | 加碼 |
| Millennium Management LLC | 733,703 | $1.59 億 | 0.18% | +333,987+83.6% | 加碼 |
| GQG Partners LLC | 793,926 | $1.72 億 | 0.46% | +793,926 | 新進 |
| Dimensional Fund Advisors LP | 806,393 | $1.74 億 | 0.06% | −88,090−9.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 825,870 | $1.79 億 | 0.30% | +750,254+992.2% | 加碼 |
| Eagle Asset Management Inc | 922,287 | $2.00 億 | 1.23% | −584,489−38.8% | 減碼 |
| Goldman Sachs Group Inc | 978,492 | $2.12 億 | 0.06% | +457,596+87.8% | 加碼 |
| Norges Bank | 1,007,537 | $2.18 億 | 0.05% | +238,845+31.1% | 加碼 |
| Nuveen Asset Management, LLC | 1,077,619 | $2.33 億 | 0.09% | −34,693−3.1% | 減碼 |
| JPMorgan Chase & Co | 1,209,044 | $2.61 億 | 0.04% | −290,771−19.4% | 減碼 |
| Egerton Capital (UK) LLP | 1,228,244 | $2.66 億 | 2.28% | +13,720+1.1% | 加碼 |
| Geode Capital Management, LLC | 1,325,660 | $2.86 億 | 0.04% | +212,183+19.1% | 加碼 |
| Alliancebernstein L.P. | 1,348,036 | $2.91 億 | 0.13% | −337,424−20.0% | 減碼 |
| Samlyn Capital, LLC | 1,392,515 | $3.01 億 | 5.90% | −224,754−13.9% | 減碼 |
| Clarkston Capital Partners, LLC | 1,471,471 | $3.18 億 | 6.00% | −389,247−20.9% | 減碼 |
| Wellington Management Group LLP | 1,524,273 | $3.30 億 | 0.07% | −898,422−37.1% | 減碼 |
| State Street Corp | 1,639,477 | $3.54 億 | 0.02% | +5,964+0.4% | 加碼 |
| Capital Research Global Investors | 1,767,756 | $3.82 億 | 0.12% | −996,795−36.1% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 2,007,322 | $4.34 億 | 4.14% | +26,960+1.4% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,018,836 | $4.36 億 | 1.36% | −686,659−25.4% | 減碼 |
| FMR LLC | 2,220,463 | $4.80 億 | 0.05% | +53,472+2.5% | 加碼 |
| WCM Investment Management, LLC | 2,556,276 | $5.53 億 | 1.84% | +161,784+6.8% | 加碼 |
| Janus Henderson Group PLC | 3,462,824 | $7.49 億 | 0.53% | −2,314,268−40.1% | 減碼 |
| BlackRock Inc. | 6,292,308 | $13.6 億 | 0.04% | +1,456,028+30.1% | 加碼 |
| Vanguard Group Inc | 7,568,439 | $16.4 億 | 0.04% | +447,420+6.3% | 加碼 |
| Governors Lane LP | 0 | $0 | 0.00% | −55,947−100.0% | 清倉 |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −47,692−100.0% | 清倉 |
| BlueMar Capital Management, LLC | 0 | $0 | 0.00% | −43,081−100.0% | 清倉 |
| Stamina Capital Management LP | 0 | $0 | 0.00% | −35,125−100.0% | 清倉 |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −34,830−100.0% | 清倉 |
| KWB Wealth | 0 | $0 | 0.00% | −28,461−100.0% | 清倉 |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −27,453−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −24,100−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −24,100−100.0% | 清倉 |
| Congress Asset Management Co | 0 | $0 | 0.00% | −15,683−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −13,952−100.0% | 清倉 |
| NWK Group, Inc. | 0 | $0 | 0.00% | −12,584−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −9,785−100.0% | 清倉 |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −9,059−100.0% | 清倉 |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −8,487−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −3,944−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,820−100.0% | 清倉 |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −3,492−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,281−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −3,260−100.0% | 清倉 |
| JSF Financial, LLC | 0 | $0 | 0.00% | −2,734−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,539−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −2,265−100.0% | 清倉 |
| Maven Securities LTD | 0 | $0 | 0.00% | −2,100−100.0% | 清倉 |
| Zeke Capital Advisors, LLC | 0 | $0 | 0.00% | −1,954−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,911−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −1,493−100.0% | 清倉 |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −1,489−100.0% | 清倉 |
| Presidio Capital Management, LLC | 0 | $0 | 0.00% | −1,198−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −1,175−100.0% | 清倉 |
| Brookstone Capital Management | 0 | $0 | 0.00% | −1,056−100.0% | 清倉 |
| MJP Associates Inc | 0 | $0 | 0.00% | −1,010−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −993−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −989−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −956−100.0% | 清倉 |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −953−100.0% | 清倉 |
| Zacks Investment Management | 0 | $0 | 0.00% | −930−100.0% | 清倉 |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −929−100.0% | 清倉 |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −929−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −742−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Advocacy Wealth Management Services, LLC | 0 | $0 | 0.00% | −103−100.0% | 清倉 |
| West Oak Capital, LLC | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −57−100.0% | 清倉 |
| HM Payson & Co | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Standard Family Office LLC | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Cribstone Capital Management, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Agf Investments Inc. | – | – | – | – | 本季未申報 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| Bowling Portfolio Management LLC | – | – | – | – | 本季未申報 |
| Cornerstone Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Balasa Dinverno & Foltz LLC | – | – | – | – | 本季未申報 |
| Jefferies Group LLC | – | – | – | – | 本季未申報 |
| Legacy Wealth Planning, LLC | – | – | – | – | 本季未申報 |