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。
2023 年第 1 季 13F 持有人
LPL Financial Holdings Inc. 在 2023/3/31 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
- 615
- 較 2022 年第 4 季 −8 家
- 持有股數
- 7,500 萬
- 較 2022 年第 4 季 −143.6 萬 (−1.9%)
- 總市值
- $151.4 億
- 較 2022 年第 4 季 −$13.6 億 (−8.3%)
- 新進機構
- 78
- 另有 231 家加碼
- 清倉機構
- 86
- 另有 231 家減碼
另有 9 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,938,028 | $16.1 億 | 0.04% | +369,589+4.9% | 加碼 |
| BlackRock Inc. | 6,542,756 | $13.2 億 | 0.04% | +250,448+4.0% | 加碼 |
| FMR LLC | 4,283,675 | $8.67 億 | 0.08% | +2,063,212+92.9% | 加碼 |
| Janus Henderson Group PLC | 3,305,996 | $6.69 億 | 0.44% | −156,828−4.5% | 減碼 |
| WCM Investment Management, LLC | 2,464,045 | $4.99 億 | 1.59% | −92,231−3.6% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,016,167 | $4.08 億 | 1.20% | −2,669−0.1% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,859,641 | $3.76 億 | 3.48% | −147,681−7.4% | 減碼 |
| Samlyn Capital, LLC | 1,772,888 | $3.59 億 | 6.59% | +380,373+27.3% | 加碼 |
| State Street Corp | 1,708,552 | $3.46 億 | 0.02% | +69,075+4.2% | 加碼 |
| Millennium Management LLC | 1,487,641 | $3.01 億 | 0.35% | +753,938+102.8% | 加碼 |
| Clarkston Capital Partners, LLC | 1,484,455 | $3.00 億 | 5.60% | +12,984+0.9% | 加碼 |
| Geode Capital Management, LLC | 1,456,856 | $2.95 億 | 0.04% | +131,196+9.9% | 加碼 |
| Wellington Management Group LLP | 1,348,443 | $2.73 億 | 0.05% | −175,830−11.5% | 減碼 |
| JPMorgan Chase & Co | 1,245,919 | $2.52 億 | 0.03% | +36,875+3.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,053,398 | $2.13 億 | 0.34% | +227,528+27.6% | 加碼 |
| Nuveen Asset Management, LLC | 1,028,302 | $2.08 億 | 0.08% | −49,317−4.6% | 減碼 |
| Alliancebernstein L.P. | 1,019,968 | $2.06 億 | 0.09% | −328,068−24.3% | 減碼 |
| Egerton Capital (UK) LLP | 1,019,727 | $2.06 億 | 2.23% | −208,517−17.0% | 減碼 |
| Norges Bank | 1,018,727 | $2.06 億 | 0.05% | +11,190+1.1% | 加碼 |
| Capital Research Global Investors | 1,009,106 | $2.04 億 | 0.06% | −758,650−42.9% | 減碼 |
| Eagle Asset Management Inc | 770,018 | $1.56 億 | 0.91% | −152,269−16.5% | 減碼 |
| Standard Life Aberdeen plc | 765,361 | $1.55 億 | 0.39% | +62,772+8.9% | 加碼 |
| Bank of New York Mellon Corp | 757,784 | $1.53 億 | 0.03% | +157,317+26.2% | 加碼 |
| Eminence Capital, LP | 718,119 | $1.45 億 | 2.45% | +280,540+64.1% | 加碼 |
| Dimensional Fund Advisors LP | 707,966 | $1.43 億 | 0.05% | −98,427−12.2% | 減碼 |
| Morgan Stanley | 698,418 | $1.41 億 | 0.02% | +3,993+0.6% | 加碼 |
| Darlington Partners Capital Management, LP | 653,266 | $1.32 億 | 9.94% | +54,272+9.1% | 加碼 |
| Voya Investment Management LLC | 617,123 | $1.25 億 | 0.13% | −26,720−4.2% | 減碼 |
| Westfield Capital Management Co LP | 593,157 | $1.20 億 | 0.85% | +10,373+1.8% | 加碼 |
| Price T Rowe Associates Inc | 525,617 | $1.06 億 | 0.02% | +90,246+20.7% | 加碼 |
| Fairview Capital Investment Management, LLC | 525,127 | $1.06 億 | 6.94% | −9,588−1.8% | 減碼 |
| Deutsche Bank AG | 521,963 | $1.06 億 | 0.06% | +91,839+21.4% | 加碼 |
| Northern Trust Corp | 506,907 | $1.03 億 | 0.02% | +43,431+9.4% | 加碼 |
| Charles Schwab Investment Management Inc | 497,136 | $1.01 億 | 0.03% | −1,431−0.3% | 減碼 |
| Jacobs Levy Equity Management, Inc | 491,423 | $9,946 萬 | 0.61% | +39,722+8.8% | 加碼 |
| First Pacific Advisors, LP | 481,785 | $9,751 萬 | 1.51% | −15,333−3.1% | 減碼 |
| ArrowMark Colorado Holdings LLC | 463,136 | $9,374 萬 | 1.07% | +108,426+30.6% | 加碼 |
| Bank of America Corp | 429,760 | $8,698 萬 | 0.01% | +14,852+3.6% | 加碼 |
| Wells Fargo & Company | 424,323 | $8,588 萬 | 0.03% | −8,241−1.9% | 減碼 |
| American Century Companies Inc | 413,277 | $8,363 萬 | 0.07% | −38,529−8.5% | 減碼 |
| Legal & General Group Plc | 408,957 | $8,277 萬 | 0.03% | +74,650+22.3% | 加碼 |
| Agf Management Ltd | 405,183 | $8,201 萬 | 0.56% | −35,000−8.0% | 減碼 |
| Citadel Advisors LLC | 401,143 | $8,119 萬 | 0.09% | −92,975−18.8% | 減碼 |
| Jackson Square Partners, LLC | 389,820 | $7,890 萬 | 2.13% | −152,611−28.1% | 減碼 |
| Invesco Ltd. | 360,029 | $7,287 萬 | 0.02% | −312,007−46.4% | 減碼 |
| Goldman Sachs Group Inc | 338,263 | $6,846 萬 | 0.02% | −640,229−65.4% | 減碼 |
| Raymond James & Associates | 335,820 | $6,797 萬 | 0.06% | −30,012−8.2% | 減碼 |
| Artemis Investment Management LLP | 323,375 | $6,534 萬 | 0.80% | −32,263−9.1% | 減碼 |
| Victory Capital Management Inc | 309,093 | $6,256 萬 | 0.07% | +39,065+14.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 290,340 | $5,876 萬 | 0.10% | −174,603−37.6% | 減碼 |
| UBS Asset Management Americas Inc | 283,950 | $5,747 萬 | 0.03% | +3,233+1.2% | 加碼 |
| Marshall Wace, LLP | 283,715 | $5,742 萬 | 0.14% | +260,352+1,114.4% | 加碼 |
| Azora Capital LP | 281,889 | $5,705 萬 | 8.76% | +22,584+8.7% | 加碼 |
| LMR Partners LLP | 262,862 | $5,320 萬 | 1.16% | +228,019+654.4% | 加碼 |
| Qube Research & Technologies Ltd | 256,468 | $5,191 萬 | 0.30% | −7,792−2.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 239,068 | $4,839 萬 | 0.04% | +17,398+7.8% | 加碼 |
| Envestnet Asset Management Inc | 505,548 | $4,714 萬 | 0.02% | +252,465+99.8% | 加碼 |
| Junto Capital Management LP | 220,220 | $4,457 萬 | 1.24% | −125,548−36.3% | 減碼 |
| FIL Ltd | 211,710 | $4,285 萬 | 0.05% | −8,034−3.7% | 減碼 |
| Franklin Resources Inc | 202,708 | $4,103 萬 | 0.02% | −2,648−1.3% | 減碼 |
| Commerce Bank | 200,671 | $4,062 萬 | 0.32% | +2,442+1.2% | 加碼 |
| Southpoint Capital Advisors LP | 200,000 | $4,048 萬 | 0.92% | −400,000−66.7% | 減碼 |
| CIBC Asset Management Inc | 194,937 | $3,946 萬 | 0.16% | +4,697+2.5% | 加碼 |
| Epoch Investment Partners, Inc. | 187,412 | $3,793 萬 | 0.23% | −2,687−1.4% | 減碼 |
| Employees Retirement System of Texas | 182,000 | $3,684 萬 | 0.54% | +26,266+16.9% | 加碼 |
| Susquehanna International Group, LLP | 179,413 | $3,631 萬 | 0.06% | −82,202−31.4% | 減碼 |
| Twinbeech Capital LP | 177,972 | $3,602 萬 | 0.73% | +107,883+153.9% | 加碼 |
| TD Asset Management Inc | 177,633 | $3,595 萬 | 0.04% | −2,986−1.7% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 176,895 | $3,580 萬 | 0.68% | +5,325+3.1% | 加碼 |
| Amundi | 184,913 | $3,535 萬 | 0.02% | +31,949+20.9% | 加碼 |
| Bank of Montreal | 171,630 | $3,478 萬 | 0.02% | −53,888−23.9% | 減碼 |
| Cornerstone Investment Partners, LLC | 171,070 | $3,462 萬 | 2.29% | −11,902−6.5% | 減碼 |
| Credit Suisse AG | 167,923 | $3,399 萬 | 0.04% | +17,779+11.8% | 加碼 |
| Trillium Asset Management, LLC | 161,800 | $3,371 萬 | 0.99% | −1,424−0.9% | 減碼 |
| California Public Employees Retirement System | 164,526 | $3,330 萬 | 0.03% | −22,150−11.9% | 減碼 |
| SEI Investments Co | 161,092 | $3,260 萬 | 0.06% | −46,237−22.3% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 160,129 | $3,241 萬 | 0.09% | +85,833+115.5% | 加碼 |
| Royal Bank of Canada | 153,601 | $3,109 萬 | 0.01% | −6,733−4.2% | 減碼 |
| Russell Investments Group, Ltd. | 151,573 | $3,065 萬 | 0.06% | −11,897−7.3% | 減碼 |
| Primecap Management Co | 150,000 | $3,036 萬 | 0.03% | −33,600−18.3% | 減碼 |
| National Pension Service | 143,900 | $2,863 萬 | 0.05% | +25,200+21.2% | 加碼 |
| Fred Alger Management, LLC | 137,461 | $2,782 萬 | 0.15% | +86,366+169.0% | 加碼 |
| California State Teachers Retirement System | 133,326 | $2,699 萬 | 0.04% | −1,530−1.1% | 減碼 |
| Pinebridge Investments, L.P. | 129,964 | $2,630 萬 | 0.30% | +33,254+34.4% | 加碼 |
| Truist Financial Corp | 119,051 | $2,410 萬 | 0.04% | +66,928+128.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 114,137 | $2,310 萬 | 0.05% | −14,795−11.5% | 減碼 |
| Canada Pension Plan Investment Board | 108,945 | $2,205 萬 | 0.03% | +10,900+11.1% | 加碼 |
| First Trust Advisors LP | 108,833 | $2,203 萬 | 0.03% | −53,062−32.8% | 減碼 |
| Stifel Financial Corp | 106,864 | $2,163 萬 | 0.03% | −4,216−3.8% | 減碼 |
| Assenagon Asset Management S.A. | 106,088 | $2,147 萬 | 0.08% | −163,708−60.7% | 減碼 |
| GCM Grosvenor Holdings, LLC | 105,300 | $2,131 萬 | 5.73% | +34,300+48.3% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 98,187 | $1,987 萬 | 0.90% | −28,608−22.6% | 減碼 |
| Rhumbline Advisers | 97,082 | $1,965 萬 | 0.02% | +7,578+8.5% | 加碼 |
| Bamco Inc | 96,634 | $1,956 萬 | 0.06% | +46,216+91.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 95,589 | $1,935 萬 | 0.04% | −860−0.9% | 減碼 |
| Teacher Retirement System of Texas | 91,655 | $1,855 萬 | 0.12% | +25,501+38.5% | 加碼 |
| New York State Common Retirement Fund | 88,594 | $1,793 萬 | 0.02% | −4,076−4.4% | 減碼 |
| Cookson Peirce & Co Inc | 88,370 | $1,789 萬 | 1.15% | −74,218−45.6% | 減碼 |
| AQR Capital Management LLC | 85,185 | $1,702 萬 | 0.04% | +3,826+4.7% | 加碼 |
| Quadrature Capital Ltd | 83,025 | $1,681 萬 | 0.46% | +56,081+208.1% | 加碼 |