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 |
|---|---|---|---|---|---|
| Bullseye Asset Management LLC | 22,527 | $487.0 萬 | 2.64% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 22,250 | $481.0 萬 | 0.16% | −750−3.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 21,537 | $465.6 萬 | 0.08% | +5,414+33.6% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 21,045 | $454.9 萬 | 0.03% | +8,270+64.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 21,038 | $454.8 萬 | 0.04% | −3,998−16.0% | 減碼 |
| Winthrop Advisory Group LLC | 20,926 | $452.3 萬 | 0.86% | −137−0.7% | 減碼 |
| James Investment Research Inc | 20,701 | $447.5 萬 | 0.63% | −7,730−27.2% | 減碼 |
| Worldquant Millennium Advisors LLC | 20,568 | $444.6 萬 | 0.10% | +20,568 | 新進 |
| Chase Investment Counsel Corp | 20,293 | $438.6 萬 | 2.68% | +13+0.1% | 加碼 |
| Bridgewater Associates, LP | 20,053 | $433.5 萬 | 0.02% | +1,082+5.7% | 加碼 |
| Weiss Asset Management LP | 20,000 | $432.3 萬 | 0.21% | +20,000 | 新進 |
| Interval Partners, LP | 20,000 | $432.3 萬 | 0.35% | +20,000 | 新進 |
| Capital Fund Management S.A. | 19,655 | $424.9 萬 | 0.09% | +19,655 | 新進 |
| Summit Global Investments | 19,311 | $417.4 萬 | 0.35% | +19,311 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 18,931 | $409.2 萬 | 0.11% | +3,683+24.2% | 加碼 |
| ING Groep NV | 18,900 | $408.6 萬 | 0.04% | +18,900 | 新進 |
| Otter Creek Advisors, LLC | 18,741 | $405.1 萬 | 3.61% | +793+4.4% | 加碼 |
| Westpac Banking Corp | 18,730 | $404.9 萬 | 0.06% | −10,276−35.4% | 減碼 |
| Amalgamated Bank | 18,634 | $402.8 萬 | 0.04% | +313+1.7% | 加碼 |
| Gateway Investment Advisers LLC | 18,613 | $402.4 萬 | 0.05% | +18,613 | 新進 |
| EFG Asset Management (North America) Corp. | 18,452 | $396.4 萬 | 0.89% | +1,726+10.3% | 加碼 |
| Captrust Financial Advisors | 18,247 | $394.5 萬 | 0.02% | −240−1.3% | 減碼 |
| Illinois Municipal Retirement Fund | 17,742 | $383.5 萬 | 0.09% | −1,944−9.9% | 減碼 |
| IFM Investors Pty Ltd | 16,696 | $360.9 萬 | 0.06% | +2,501+17.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 16,497 | $356.6 萬 | 0.02% | +13,257+409.2% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,231 | $350.9 萬 | 0.05% | +1,137+7.5% | 加碼 |
| Abner Herrman & Brock LLC | 16,225 | $350.7 萬 | 0.54% | +13,750+555.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 16,168 | $349.5 萬 | 0.01% | +479+3.1% | 加碼 |
| Tredje AP-fonden | 16,126 | $348.6 萬 | 0.06% | +415+2.6% | 加碼 |
| Verdence Capital Advisors LLC | 15,983 | $345.5 萬 | 0.42% | −1,267−7.3% | 減碼 |
| Silvant Capital Management LLC | 15,470 | $334.4 萬 | 0.24% | +15,470 | 新進 |
| Gradient Investments LLC | 15,453 | $334.1 萬 | 0.11% | +1,375+9.8% | 加碼 |
| Castleark Management LLC | 15,325 | $331.3 萬 | 0.17% | −24,460−61.5% | 減碼 |
| Empowered Funds, LLC | 15,017 | $324.6 萬 | 0.21% | +895+6.3% | 加碼 |
| NewEdge Wealth, LLC | 14,917 | $322.5 萬 | 0.14% | −2,691−15.3% | 減碼 |
| Compagnie Lombard Odier SCmA | 14,740 | $318.7 萬 | 0.09% | +14,740 | 新進 |
| Oregon Public Employees Retirement Fund | 14,561 | $314.8 萬 | 0.04% | +7,842+116.7% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 14,232 | $307.7 萬 | 0.17% | +376+2.7% | 加碼 |
| Utah Retirement Systems | 14,063 | $304.0 萬 | 0.05% | −146−1.0% | 減碼 |
| Renaissance Technologies LLC | 13,700 | $296.2 萬 | 0.00% | +13,700 | 新進 |
| Jupiter Asset Management Ltd | 13,564 | $293.0 萬 | 0.04% | −8,177−37.6% | 減碼 |
| Gulf International Bank (UK) Ltd | 13,295 | $287.3 萬 | 0.05% | +65+0.5% | 加碼 |
| Engineers Gate Manager LP | 13,262 | $286.7 萬 | 0.17% | +13,262 | 新進 |
| DnB Asset Management AS | 13,170 | $284.7 萬 | 0.02% | +60.0% | 加碼 |
| Duality Advisers, LP | 13,083 | $282.8 萬 | 0.32% | +13,083 | 新進 |
| Phoenix Holdings Ltd. | 13,041 | $281.7 萬 | 0.05% | +11,130+582.4% | 加碼 |
| Cannon Global Investment Management, LLC | 12,800 | $276.7 萬 | 4.11% | −13,700−51.7% | 減碼 |
| La Banque Postale Asset Management SA | 12,698 | $274.5 萬 | 0.08% | +12,698 | 新進 |
| CIBC World Markets Inc. | 12,637 | $273.2 萬 | 0.01% | −1,081−7.9% | 減碼 |
| M&G Investment Management Ltd | 12,648 | $273.2 萬 | 0.02% | +11,410+921.6% | 加碼 |
| TD Private Client Wealth LLC | 12,450 | $269.1 萬 | 0.13% | −5,454−30.5% | 減碼 |
| Graham Capital Management, L.P. | 12,075 | $261.0 萬 | 0.10% | +10,972+994.7% | 加碼 |
| Pathstone Family Office, LLC | 34,040 | $260.5 萬 | 0.05% | −685−2.0% | 減碼 |
| Handelsbanken Fonder AB | 11,681 | $252.5 萬 | 0.02% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 11,583 | $250.4 萬 | 0.05% | −2,487−17.7% | 減碼 |
| Atria Investments LLC | 11,536 | $249.4 萬 | 0.05% | −1,944−14.4% | 減碼 |
| Natixis | 11,363 | $245.6 萬 | 0.01% | +11,363 | 新進 |
| Eagle Rock Investment Company, LLC | 11,076 | $244.5 萬 | 0.56% | −31−0.3% | 減碼 |
| Bridgeway Capital Management, LLC | 11,290 | $244.1 萬 | 0.06% | +11,290 | 新進 |
| Kames Capital plc | 11,190 | $241.7 萬 | 0.04% | +533+5.0% | 加碼 |
| Wakefield Asset Management LLLP | 11,064 | $239.2 萬 | 1.01% | +11,064 | 新進 |
| DekaBank Deutsche Girozentrale | 10,987 | $236.9 萬 | 0.01% | +2,287+26.3% | 加碼 |
| Allianz Asset Management GmbH | 10,941 | $236.5 萬 | 0.01% | −60−0.5% | 減碼 |
| Alcosta Capital Management, Inc. | 10,896 | $235.5 萬 | 2.37% | −294−2.6% | 減碼 |
| Macquarie Group Ltd | 10,886 | $235.3 萬 | 0.00% | +2,064+23.4% | 加碼 |
| Xponance, Inc. | 10,866 | $234.9 萬 | 0.04% | +1,449+15.4% | 加碼 |
| Two Sigma Advisers, LP | 10,800 | $233.5 萬 | 0.01% | −1,200−10.0% | 減碼 |
| Yorktown Management & Research Co Inc | 10,700 | $231.3 萬 | 2.83% | −1,300−10.8% | 減碼 |
| Commonwealth Equity Services, LLC | 10,658 | $230.4 萬 | 0.01% | −11,168−51.2% | 減碼 |
| Symphony Financial, Ltd. Co. | 10,751 | $229.4 萬 | 0.61% | +124+1.2% | 加碼 |
| Gyon Technologies Capital Management, LP | 10,265 | $221.9 萬 | 0.83% | −2,610−20.3% | 減碼 |
| Principal Financial Group Inc | 10,264 | $221.9 萬 | 0.00% | −19,386−65.4% | 減碼 |
| Retirement Capital Strategies | 10,111 | $218.6 萬 | 1.07% | +70+0.7% | 加碼 |
| LGT Fund Management Co Ltd. | 10,000 | $216.2 萬 | 0.93% | 00.0% | 不變 |
| EFG Asset Management (Americas) Corp. | 9,976 | $215.7 萬 | 0.53% | +1,208+13.8% | 加碼 |
| Caldwell Trust Co | 9,965 | $215.4 萬 | 0.30% | −172−1.7% | 減碼 |
| CWM Advisors, LLC | 9,934 | $214.7 萬 | 0.28% | +529+5.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 9,798 | $211.8 萬 | 0.01% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 9,589 | $207.3 萬 | 0.23% | +477+5.2% | 加碼 |
| Walleye Trading LLC | 9,201 | $198.9 萬 | 0.05% | +9,201 | 新進 |
| Daiwa Securities Group Inc. | 9,151 | $197.8 萬 | 0.02% | −3,879−29.8% | 減碼 |
| Strategic Global Advisors, LLC | 8,999 | $194.5 萬 | 0.31% | −150−1.6% | 減碼 |
| Nissay Asset Management Corp | 8,856 | $191.4 萬 | 0.02% | −198−2.2% | 減碼 |
| PDT Partners, LLC | 8,848 | $191.3 萬 | 0.31% | −2,268−20.4% | 減碼 |
| Flynn Zito Capital Management, LLC | 8,634 | $186.6 萬 | 1.56% | −278−3.1% | 減碼 |
| Public Sector Pension Investment Board | 8,579 | $185.5 萬 | 0.01% | −10,548−55.1% | 減碼 |
| Kestra Advisory Services, LLC | 8,568 | $185.2 萬 | 0.02% | +2,154+33.6% | 加碼 |
| JustInvest LLC | 8,430 | $182.2 萬 | 0.08% | +328+4.0% | 加碼 |
| Advisory Services Network, LLC | 8,409 | $181.8 萬 | 0.06% | +3,643+76.4% | 加碼 |
| Nicholas Investment Partners, LP | 8,399 | $181.6 萬 | 0.16% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 8,320 | $179.9 萬 | 0.00% | −1,791−17.7% | 減碼 |
| ClariVest Asset Management LLC | 8,306 | $179.6 萬 | 0.09% | +2,251+37.2% | 加碼 |
| Boothbay Fund Management, LLC | 8,280 | $179.0 萬 | 0.06% | −7,324−46.9% | 減碼 |
| Trexquant Investment LP | 8,262 | $178.6 萬 | 0.05% | −44,946−84.5% | 減碼 |
| Clark Capital Management Group, Inc. | 8,166 | $176.5 萬 | 0.02% | +241+3.0% | 加碼 |
| Laurion Capital Management LP | 8,000 | $172.9 萬 | 0.05% | +8,000 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 7,989 | $172.7 萬 | 0.19% | −70−0.9% | 減碼 |
| Triasima Portfolio Management inc. | 7,970 | $172.3 萬 | 0.13% | +7,970 | 新進 |
| AXA S.A. | 7,899 | $170.8 萬 | 0.01% | +6,154+352.7% | 加碼 |
| Park Avenue Securities LLC | 7,752 | $167.6 萬 | 0.03% | +201+2.7% | 加碼 |