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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 659 | $12.4 萬 | 0.01% | +109+19.8% | 加碼 |
| Eagle Bay Advisors LLC | 619 | $12.5 萬 | 0.07% | +71+13.0% | 加碼 |
| United Community Bank | 645 | $13.1 萬 | 0.12% | 00.0% | 不變 |
| Kapitalo Investimentos Ltda | 671 | $13.6 萬 | 0.04% | +671 | 新進 |
| Steward Partners Investment Advisory, LLC | 748 | $15.1 萬 | 0.00% | +106+16.5% | 加碼 |
| Systematic Alpha Investments, LLC | 760 | $15.4 萬 | 0.01% | +760 | 新進 |
| Ossiam | 761 | $15.4 萬 | 0.00% | −2−0.3% | 減碼 |
| Quent Capital, LLC | 775 | $15.6 萬 | 0.03% | +7+0.9% | 加碼 |
| Lindbrook Capital, LLC | 839 | $17.0 萬 | 0.02% | −163−16.3% | 減碼 |
| TSFG, LLC | 859 | $17.4 萬 | 0.06% | +1+0.1% | 加碼 |
| Elgethun Capital Management | 958 | $19.2 萬 | 0.06% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 990 | $20.0 萬 | 0.01% | −41−4.0% | 減碼 |
| SRS Capital Advisors, Inc. | 995 | $20.1 萬 | 0.03% | +22+2.3% | 加碼 |
| WJ Wealth Management, LLC | 1,000 | $20.2 萬 | 0.14% | −1,000−50.0% | 減碼 |
| Forum Financial Management, LP | 1,004 | $20.3 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 1,009 | $20.4 萬 | 0.00% | −112−10.0% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 1,008 | $20.4 萬 | 0.18% | −9−0.9% | 減碼 |
| AE Wealth Management LLC | 1,012 | $20.5 萬 | 0.00% | +1,012 | 新進 |
| SG Americas Securities, LLC | 1,019 | $20.6 萬 | 0.00% | +1,019 | 新進 |
| Fox Run Management, L.L.C. | 1,033 | $20.9 萬 | 0.07% | −1,681−61.9% | 減碼 |
| Oppenheimer & Co Inc | 1,036 | $21.0 萬 | 0.00% | −77−6.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 1,060 | $21.5 萬 | 0.00% | +1,060 | 新進 |
| Point72 Middle East FZE | 1,064 | $21.5 萬 | 0.01% | +1,064 | 新進 |
| Veritable, L.P. | 1,091 | $22.1 萬 | 0.00% | +1,091 | 新進 |
| Kestra Private Wealth Services, LLC | 1,093 | $22.1 萬 | 0.01% | +1,093 | 新進 |
| Thrive Wealth Management, LLC | 1,098 | $22.2 萬 | 0.06% | +101+10.1% | 加碼 |
| Prospera Financial Services Inc | 1,102 | $22.4 萬 | 0.01% | +19+1.8% | 加碼 |
| Frontier Capital Management Co LLC | 1,110 | $22.5 萬 | 0.00% | −263,281−99.6% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 1,131 | $22.9 萬 | 0.02% | −85−7.0% | 減碼 |
| Wetherby Asset Management Inc | 1,140 | $23.1 萬 | 0.01% | −96−7.8% | 減碼 |
| CTC Capital Management, LLC | 1,150 | $23.3 萬 | 0.49% | −50−4.2% | 減碼 |
| Great Diamond Partners, LLC | 1,171 | $23.7 萬 | 0.07% | −5−0.4% | 減碼 |
| American International Group, Inc. | 1,184 | $24.0 萬 | 0.00% | −35−2.9% | 減碼 |
| BTC Capital Management, Inc. | 1,197 | $24.1 萬 | 0.03% | −551−31.5% | 減碼 |
| Abn Amro Investment Solutions | 1,205 | $24.4 萬 | 0.01% | +1,205 | 新進 |
| Capital Asset Advisory Services LLC | 1,227 | $24.8 萬 | 0.02% | −554−31.1% | 減碼 |
| HMS Capital Management, LLC | 1,253 | $25.4 萬 | 0.16% | −86−6.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 1,306 | $26.4 萬 | 0.00% | −1,594−55.0% | 減碼 |
| Future Fund LLC | 1,314 | $26.6 萬 | 0.87% | −135−9.3% | 減碼 |
| DGS Capital Management, LLC | 1,315 | $26.6 萬 | 0.15% | +169+14.7% | 加碼 |
| Symmetry Partners, LLC | 1,324 | $26.8 萬 | 0.01% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 1,345 | $27.2 萬 | 0.01% | −10,730−88.9% | 減碼 |
| Root Financial Partners, LLC | 1,346 | $27.2 萬 | 0.19% | +1,346 | 新進 |
| Gladstone Institutional Advisory LLC | 1,364 | $27.6 萬 | 0.02% | +1,364 | 新進 |
| Belpointe Asset Management LLC | 1,366 | $27.7 萬 | 0.01% | +504+58.5% | 加碼 |
| Nebula Research & Development LLC | 1,369 | $27.7 萬 | 0.49% | +1,369 | 新進 |
| Wolverine Trading, LLC | 1,404 | $27.9 萬 | 0.01% | −887−38.7% | 減碼 |
| Signaturefd, LLC | 1,379 | $27.9 萬 | 0.01% | +321+30.3% | 加碼 |
| Mount Yale Investment Advisors, LLC | 1,429 | $28.9 萬 | 0.03% | +1,429 | 新進 |
| Intrust Bank NA | 1,431 | $29.0 萬 | 0.04% | −183−11.3% | 減碼 |
| Prelude Capital Management, LLC | 1,435 | $29.0 萬 | 0.02% | +1,435 | 新進 |
| CIBC Private Wealth Group, LLC | 1,453 | $29.4 萬 | 0.00% | −73,892−98.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 1,470 | $29.8 萬 | 0.00% | −301−17.0% | 減碼 |
| XTX Topco Ltd | 1,478 | $29.9 萬 | 0.06% | −1,446−49.5% | 減碼 |
| National Asset Management, Inc. | 1,525 | $30.9 萬 | 0.01% | −5−0.3% | 減碼 |
| Riverpoint Wealth Management Holdings, LLC | 1,532 | $31.0 萬 | 0.11% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 1,534 | $31.0 萬 | 0.00% | 00.0% | 不變 |
| Pennsylvania Capital Management Inc | 1,572 | $31.8 萬 | 0.15% | 00.0% | 不變 |
| Sanchez Wealth Management Group | 1,575 | $31.9 萬 | 0.14% | +2+0.1% | 加碼 |
| Thrivent Financial for Lutherans | 1,607 | $32.0 萬 | 0.00% | −1,199−42.7% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 1,606 | $32.5 萬 | 0.03% | +1,606 | 新進 |
| Level Four Advisory Services, LLC | 1,641 | $33.2 萬 | 0.02% | −847−34.0% | 減碼 |
| Alps Advisors Inc | 1,654 | $33.5 萬 | 0.00% | +1,654 | 新進 |
| HighVista Strategies LLC | 1,700 | $34.4 萬 | 0.28% | +1,700 | 新進 |
| Alberta Investment Management Corp | 1,700 | $34.4 萬 | 0.00% | +1,700 | 新進 |
| Tokio Marine Asset Management Co Ltd | 1,707 | $34.5 萬 | 0.02% | +421+32.7% | 加碼 |
| Yousif Capital Management, LLC | 1,720 | $34.8 萬 | 0.00% | −85−4.7% | 減碼 |
| Coastal Investment Advisors, Inc. | 1,726 | $34.9 萬 | 0.09% | −630−26.7% | 減碼 |
| Achmea Investment Management B.V. | 1,761 | $35.6 萬 | 0.01% | −4,669−72.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 1,769 | $35.8 萬 | 0.00% | +35+2.0% | 加碼 |
| Lido Advisors, LLC | 1,797 | $36.4 萬 | 0.01% | +95+5.6% | 加碼 |
| Moody Lynn & Lieberson, LLC | 1,800 | $36.4 萬 | 0.03% | 00.0% | 不變 |
| Lincoln National Corp | 1,805 | $36.5 萬 | 0.01% | −212−10.5% | 減碼 |
| Banco Santander, S.A. | 1,811 | $36.7 萬 | 0.01% | +1,811 | 新進 |
| MONECO Advisors, LLC | 1,827 | $37.0 萬 | 0.11% | +63+3.6% | 加碼 |
| Wealth Alliance | 1,828 | $37.0 萬 | 0.06% | −66−3.5% | 減碼 |
| Davenport & Co LLC | 1,848 | $37.4 萬 | 0.00% | +99+5.7% | 加碼 |
| Rockefeller Capital Management L.P. | 1,893 | $38.3 萬 | 0.00% | +1,526+415.8% | 加碼 |
| Ieq Capital, LLC | 1,923 | $38.9 萬 | 0.01% | −136−6.6% | 減碼 |
| Inceptionr LLC | 1,931 | $39.1 萬 | 0.13% | +1,931 | 新進 |
| Pzena Investment Management LLC | 1,937 | $39.2 萬 | 0.00% | −1,497−43.6% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 1,976 | $40.0 萬 | 0.05% | +1,976 | 新進 |
| Edgestream Partners, L.P. | 1,988 | $40.2 萬 | 0.04% | +1,034+108.4% | 加碼 |
| Leuthold Group, LLC | 1,989 | $40.3 萬 | 0.05% | −112−5.3% | 減碼 |
| Merit Financial Group, LLC | 1,989 | $40.3 萬 | 0.01% | −5−0.3% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,003 | $40.5 萬 | 0.03% | −234−10.5% | 減碼 |
| First County Bank | 2,045 | $41.4 萬 | 0.20% | −66−3.1% | 減碼 |
| Metis Global Partners, LLC | 2,059 | $41.7 萬 | 0.03% | +637+44.8% | 加碼 |
| Globeflex Capital L P | 2,086 | $42.2 萬 | 0.05% | 00.0% | 不變 |
| Greenleaf Trust | 2,087 | $42.2 萬 | 0.00% | −8−0.4% | 減碼 |
| Hamilton Capital Partners Inc. | 2,190 | $44.3 萬 | 0.16% | −2,558−53.9% | 減碼 |
| Hillsdale Investment Management Inc. | 2,205 | $44.6 萬 | 0.04% | −50−2.2% | 減碼 |
| XML Financial, LLC | 2,207 | $44.7 萬 | 0.05% | +1,028+87.2% | 加碼 |
| Ironwood Investment Counsel, LLC | 2,210 | $44.7 萬 | 0.11% | +75+3.5% | 加碼 |
| Change Path, LLC | 2,219 | $44.9 萬 | 0.02% | −29−1.3% | 減碼 |
| London Co of Virginia | 2,270 | $45.9 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,283 | $46.2 萬 | 0.06% | −103−4.3% | 減碼 |
| Boothbay Fund Management, LLC | 2,320 | $47.0 萬 | 0.01% | −5,960−72.0% | 減碼 |
| Parallel Advisors, LLC | 2,381 | $48.2 萬 | 0.02% | +132+5.9% | 加碼 |
| TrimTabs Asset Management, LLC | 2,393 | $48.4 萬 | 0.26% | −1,750−42.2% | 減碼 |