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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 92,670 | $2,003 萬 | 0.03% | −29,531−24.2% | 減碼 |
| Virginia Retirement Systems Et Al | 90,800 | $1,963 萬 | 0.20% | −3,000−3.2% | 減碼 |
| Avalon Investment & Advisory | 89,954 | $1,945 萬 | 0.55% | +13,157+17.1% | 加碼 |
| Rhumbline Advisers | 89,504 | $1,935 萬 | 0.03% | +5,011+5.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 82,679 | $1,787 萬 | 0.06% | +18,708+29.2% | 加碼 |
| Storebrand Asset Management AS | 81,839 | $1,769 萬 | 0.10% | +53,061+184.4% | 加碼 |
| AQR Capital Management LLC | 81,359 | $1,748 萬 | 0.04% | −9,626−10.6% | 減碼 |
| Engle Capital Management, L.P. | 80,000 | $1,729 萬 | 7.78% | −97,000−54.8% | 減碼 |
| Cinctive Capital Management LP | 76,111 | $1,645 萬 | 0.85% | +76,111 | 新進 |
| LPL Financial LLC | 75,783 | $1,638 萬 | 0.01% | +11,201+17.3% | 加碼 |
| Sirios Capital Management L P | 75,779 | $1,638 萬 | 3.02% | −23,041−23.3% | 減碼 |
| Thornburg Investment Management Inc | 75,583 | $1,636 萬 | 0.28% | −15,652−17.2% | 減碼 |
| Citigroup Inc | 74,578 | $1,612 萬 | 0.02% | +21,778+41.2% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 74,296 | $1,606 萬 | 0.05% | +67,423+981.0% | 加碼 |
| Phase 2 Partners, LLC | 74,111 | $1,602 萬 | 7.23% | +37,777+104.0% | 加碼 |
| Reinhart Partners, Inc. | 72,519 | $1,568 萬 | 0.85% | −2,684−3.6% | 減碼 |
| Fort Washington Investment Advisors Inc | 71,314 | $1,542 萬 | 0.12% | −44,659−38.5% | 減碼 |
| GCM Grosvenor Holdings, LLC | 71,000 | $1,535 萬 | 3.92% | +30,000+73.2% | 加碼 |
| Twinbeech Capital LP | 70,089 | $1,515 萬 | 0.29% | +70,089 | 新進 |
| HRT Financial LP | 68,604 | $1,483 萬 | 0.21% | −248,838−78.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 67,780 | $1,465 萬 | 0.07% | +41,781+160.7% | 加碼 |
| Boston Partners | 66,744 | $1,443 萬 | 0.02% | +50.0% | 加碼 |
| Teacher Retirement System of Texas | 66,154 | $1,430 萬 | 0.10% | +54,731+479.1% | 加碼 |
| Barclays PLC | 65,290 | $1,411 萬 | 0.01% | −12,318−15.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 64,043 | $1,384 萬 | 0.09% | +43,760+215.7% | 加碼 |
| Comerica Bank | 58,942 | $1,372 萬 | 0.11% | +6,004+11.3% | 加碼 |
| Iridian Asset Management LLC | 60,567 | $1,309 萬 | 1.26% | −29,728−32.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 60,489 | $1,308 萬 | 0.03% | +9,825+19.4% | 加碼 |
| Great West Life Assurance Co | 56,582 | $1,228 萬 | 0.03% | +18,327+47.9% | 加碼 |
| PFS Investments Inc. | 54,612 | $1,181 萬 | 0.22% | +4,488+9.0% | 加碼 |
| Truist Financial Corp | 52,123 | $1,127 萬 | 0.02% | −3,061−5.5% | 減碼 |
| Advisor Group Holdings, Inc. | 51,440 | $1,112 萬 | 0.02% | −2,864−5.3% | 減碼 |
| Fred Alger Management, LLC | 51,095 | $1,105 萬 | 0.06% | +50,895+25,447.5% | 加碼 |
| Bamco Inc | 50,418 | $1,090 萬 | 0.04% | −18,274−26.6% | 減碼 |
| Point72 Europe (London) LLP | 49,976 | $1,080 萬 | 2.80% | +29,300+141.7% | 加碼 |
| Ensign Peak Advisors, Inc | 49,946 | $1,080 萬 | 0.02% | +25,936+108.0% | 加碼 |
| US Bancorp | 49,202 | $1,064 萬 | 0.02% | −2,214−4.3% | 減碼 |
| Polar Capital Holdings Plc | 48,433 | $1,047 萬 | 0.08% | −35,240−42.1% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 48,126 | $1,040 萬 | 0.30% | +48,126 | 新進 |
| UBS Group AG | 47,718 | $1,032 萬 | 0.00% | −25,128−34.5% | 減碼 |
| KBC Group NV | 46,933 | $1,015 萬 | 0.05% | +21,084+81.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 46,225 | $999.2 萬 | 0.04% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 45,988 | $994.1 萬 | 0.03% | +414+0.9% | 加碼 |
| Public Employees Retirement System of Ohio | 45,640 | $986.6 萬 | 0.04% | +4,482+10.9% | 加碼 |
| Icon Advisers Inc | 45,632 | $986.4 萬 | 2.52% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 45,594 | $985.6 萬 | 0.56% | −314−0.7% | 減碼 |
| Brant Point Investment Management LLC | 44,661 | $965.4 萬 | 2.74% | −1,439−3.1% | 減碼 |
| Natixis Advisors, L.P. | 44,661 | $965.4 萬 | 0.04% | −2,284−4.9% | 減碼 |
| Aviva PLC | 44,534 | $962.7 萬 | 0.05% | −36,562−45.1% | 減碼 |
| Massachusetts Financial Services Co | 44,218 | $955.9 萬 | 0.00% | +44,218 | 新進 |
| Forsta Ap-Fonden | 42,700 | $923.0 萬 | 0.10% | +6,800+18.9% | 加碼 |
| First Republic Investment Management, Inc. | 42,679 | $922.6 萬 | 0.02% | +17,144+67.1% | 加碼 |
| Nordea Investment Management AB | 42,715 | $917.7 萬 | 0.01% | +37,778+765.2% | 加碼 |
| Logan Capital Management Inc | 41,215 | $890.9 萬 | 0.46% | +1,871+4.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 41,196 | $890.5 萬 | 0.08% | +7,226+21.3% | 加碼 |
| Community Trust & Investment Co | 40,646 | $878.6 萬 | 0.80% | −979−2.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 36,847 | $873.7 萬 | 0.24% | −6,759−15.5% | 減碼 |
| Treasurer of the State of North Carolina | 39,680 | $857.8 萬 | 0.05% | +4,500+12.8% | 加碼 |
| Venturi Wealth Management, LLC | 39,343 | $850.5 萬 | 0.75% | −14,046−26.3% | 減碼 |
| HSBC Holdings PLC | 39,071 | $840.9 萬 | 0.01% | +19,114+95.8% | 加碼 |
| Point72 Asset Management, L.P. | 38,800 | $838.7 萬 | 0.03% | +38,800 | 新進 |
| Mn Services Vermogensbeheer B.V. | 38,200 | $825.8 萬 | 0.09% | −5,600−12.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 37,863 | $818.5 萬 | 0.40% | −9,633−20.3% | 減碼 |
| Prudential Financial Inc | 36,470 | $788.4 萬 | 0.01% | +25,713+239.0% | 加碼 |
| Panagora Asset Management Inc | 36,094 | $780.2 萬 | 0.05% | +1,354+3.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 35,327 | $763.7 萬 | 0.01% | +34,160+2,927.2% | 加碼 |
| LMR Partners LLP | 34,843 | $753.2 萬 | 0.17% | −9,166−20.8% | 減碼 |
| Nomura Asset Management Co Ltd | 34,802 | $752.3 萬 | 0.04% | −13,870−28.5% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 33,536 | $745.6 萬 | 0.95% | +691+2.1% | 加碼 |
| Asset Management One Co.,Ltd. | 34,618 | $743.8 萬 | 0.04% | −1,951−5.3% | 減碼 |
| Ameriprise Financial Inc | 34,282 | $741.1 萬 | 0.00% | −3,520−9.3% | 減碼 |
| Rivermont Capital Management LP | 34,131 | $737.8 萬 | 4.67% | +34,131 | 新進 |
| Swedbank AB | 33,614 | $726.6 萬 | 0.02% | +2,127+6.8% | 加碼 |
| APG Asset Management N.V. | 33,537 | $725.0 萬 | 0.01% | +29,937+831.6% | 加碼 |
| Janney Montgomery Scott LLC | 33,456 | $723.2 萬 | 0.03% | −13,255−28.4% | 減碼 |
| Pictet Asset Management SA | 31,740 | $686.1 萬 | 0.01% | +550+1.8% | 加碼 |
| Heron Bay Capital Management | 31,445 | $679.7 萬 | 4.21% | +13,292+73.2% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,853 | $666.9 萬 | 0.14% | −5,779−15.8% | 減碼 |
| Andra AP-fonden | 30,100 | $650.7 萬 | 0.20% | +9,000+42.7% | 加碼 |
| Buckingham Strategic Partners | 29,539 | $638.5 萬 | 0.49% | +2,758+10.3% | 加碼 |
| Coronation Fund Managers Ltd. | 29,112 | $629.3 萬 | 0.17% | +29,112 | 新進 |
| ExodusPoint Capital Management, LP | 29,062 | $628.2 萬 | 0.10% | −50,110−63.3% | 減碼 |
| National Bank of Canada | 28,905 | $624.7 萬 | 0.02% | +17,273+148.5% | 加碼 |
| CI Private Wealth, LLC | 28,902 | $624.6 萬 | 0.02% | +28,902 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,980 | $583.2 萬 | 0.03% | +1,015+3.9% | 加碼 |
| Quadrature Capital Ltd | 26,944 | $582.5 萬 | 0.17% | +26,944 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26,244 | $570.0 萬 | 0.02% | +3,664+16.2% | 加碼 |
| Squarepoint Ops LLC | 26,359 | $569.8 萬 | 0.04% | +26,359 | 新進 |
| Formuepleje A/S | 26,176 | $565.8 萬 | 0.48% | +11,654+80.3% | 加碼 |
| Intech Investment Management LLC | 26,136 | $565.0 萬 | 0.04% | −3,135−10.7% | 減碼 |
| Prudential PLC | 25,749 | $556.6 萬 | 0.07% | +23,540+1,065.6% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 25,300 | $546.9 萬 | 0.08% | −4,800−15.9% | 減碼 |
| MML Investors Services, LLC | 25,069 | $541.9 萬 | 0.04% | +3,537+16.4% | 加碼 |
| Nisa Investment Advisors, LLC | 24,632 | $532.5 萬 | 0.04% | +23,552+2,180.7% | 加碼 |
| Advantage Alpha Capital Partners LP | 24,411 | $527.7 萬 | 1.12% | −6,776−21.7% | 減碼 |
| Swiss Life Asset Management Ltd | 24,298 | $525.4 萬 | 0.09% | −186−0.8% | 減碼 |
| Marshall Wace, LLP | 23,363 | $505.0 萬 | 0.01% | +23,363 | 新進 |
| Kennedy Capital Management, Inc. | 23,241 | $502.4 萬 | 0.14% | −19,678−45.8% | 減碼 |
| Toronto Dominion Bank | 23,082 | $498.7 萬 | 0.01% | +6,264+37.2% | 加碼 |
| Arizona State Retirement System | 22,579 | $488.1 萬 | 0.05% | +623+2.8% | 加碼 |