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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 6,126 | $124.0 萬 | 0.13% | +6,126 | 新進 |
| Maryland State Retirement & Pension System | 6,259 | $126.7 萬 | 0.03% | 00.0% | 不變 |
| Connectus Wealth, LLC | 6,506 | $131.7 萬 | 0.03% | +192+3.0% | 加碼 |
| Cetera Advisor Networks LLC | 6,584 | $133.3 萬 | 0.01% | −601−8.4% | 減碼 |
| De Burlo Group Inc | 6,600 | $133.6 萬 | 0.26% | +6,600 | 新進 |
| Compagnie Lombard Odier SCmA | 6,655 | $134.7 萬 | 0.03% | −8,085−54.9% | 減碼 |
| Simplex Trading, LLC | 6,788 | $137.3 萬 | 0.06% | +5,815+597.6% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 6,972 | $141.1 萬 | 0.47% | +1,387+24.8% | 加碼 |
| Sterling Group Wealth Management, LLC | 6,987 | $141.4 萬 | 1.33% | +79+1.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,021 | $142.1 萬 | 0.00% | −566−7.5% | 減碼 |
| Macquarie Group Ltd | 7,045 | $142.6 萬 | 0.00% | −3,841−35.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 7,062 | $142.9 萬 | 0.03% | +2,354+50.0% | 加碼 |
| Neuberger Berman Group LLC | 7,063 | $143.0 萬 | 0.00% | −1,257−15.1% | 減碼 |
| New York State Teachers Retirement System | 7,100 | $143.7 萬 | 0.00% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 7,103 | $143.8 萬 | 0.01% | +64+0.9% | 加碼 |
| Squarepoint Ops LLC | 7,135 | $144.4 萬 | 0.01% | −19,224−72.9% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 7,170 | $145.1 萬 | 0.03% | 00.0% | 不變 |
| Kiwi Wealth Investments Limited Partnership | 7,225 | $146.2 萬 | 0.09% | +7,225 | 新進 |
| Investment Management Corp of Ontario | 7,253 | $146.8 萬 | 0.06% | +1,131+18.5% | 加碼 |
| Worldquant Millennium Advisors LLC | 7,273 | $147.2 萬 | 0.03% | −13,295−64.6% | 減碼 |
| Sumitomo Life Insurance Co | 7,289 | $147.5 萬 | 0.12% | −55−0.7% | 減碼 |
| Two Sigma Investments, LP | 7,302 | $147.8 萬 | 0.00% | +3,202+78.1% | 加碼 |
| Mariner, LLC | 7,427 | $150.2 萬 | 0.00% | +500+7.2% | 加碼 |
| Pitcairn Co | 7,476 | $151.3 萬 | 0.14% | +183+2.5% | 加碼 |
| Lazard Asset Management LLC | 7,756 | $156.9 萬 | 0.00% | +6,727+653.7% | 加碼 |
| FDx Advisors, Inc. | 7,280 | $157.4 萬 | 0.07% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 7,949 | $160.9 萬 | 0.17% | −40−0.5% | 減碼 |
| Dana Investment Advisors, Inc. | 8,145 | $164.9 萬 | 0.08% | +1,459+21.8% | 加碼 |
| MAI Capital Management | 8,195 | $165.9 萬 | 0.03% | +4,389+115.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 8,196 | $165.9 萬 | 0.01% | −59,584−87.9% | 減碼 |
| ClariVest Asset Management LLC | 8,296 | $167.9 萬 | 0.08% | −10−0.1% | 減碼 |
| Clark Capital Management Group, Inc. | 8,476 | $171.6 萬 | 0.02% | +310+3.8% | 加碼 |
| Nissay Asset Management Corp | 8,542 | $172.9 萬 | 0.02% | −314−3.5% | 減碼 |
| Flynn Zito Capital Management, LLC | 8,634 | $174.8 萬 | 1.27% | 00.0% | 不變 |
| Nicholas Investment Partners, LP | 8,866 | $179.4 萬 | 0.14% | +467+5.6% | 加碼 |
| Kames Capital plc | 9,079 | $183.8 萬 | 0.03% | −2,111−18.9% | 減碼 |
| Cubist Systematic Strategies, LLC | 9,087 | $183.9 萬 | 0.02% | −32,109−77.9% | 減碼 |
| JustInvest LLC | 9,170 | $185.6 萬 | 0.06% | +740+8.8% | 加碼 |
| Eqis Capital Management, Inc. | 9,281 | $187.8 萬 | 0.21% | −308−3.2% | 減碼 |
| Moran Wealth Management, LLC | 9,320 | $188.6 萬 | 0.07% | +7,132+326.0% | 加碼 |
| Banque Cantonale Vaudoise | 9,400 | $190.2 萬 | 0.09% | +8,400+840.0% | 加碼 |
| Chase Investment Counsel Corp | 9,475 | $191.7 萬 | 1.06% | −10,818−53.3% | 減碼 |
| Advisory Services Network, LLC | 9,566 | $193.6 萬 | 0.05% | +1,157+13.8% | 加碼 |
| Daiwa Securities Group Inc. | 9,656 | $195.4 萬 | 0.01% | +505+5.5% | 加碼 |
| Public Sector Pension Investment Board | 9,754 | $197.4 萬 | 0.01% | +1,175+13.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 9,798 | $198.3 萬 | 0.01% | 00.0% | 不變 |
| Caldwell Trust Co | 9,870 | $199.8 萬 | 0.28% | −95−1.0% | 減碼 |
| Nomura Holdings Inc | 9,959 | $201.6 萬 | 0.02% | +9,959 | 新進 |
| Retirement Capital Strategies | 10,111 | $204.6 萬 | 0.99% | 00.0% | 不變 |
| First Hawaiian Bank | 10,169 | $205.8 萬 | 0.07% | +8,489+505.3% | 加碼 |
| Silvant Capital Management LLC | 10,224 | $206.9 萬 | 0.13% | −5,246−33.9% | 減碼 |
| Principal Financial Group Inc | 10,285 | $208.2 萬 | 0.00% | +21+0.2% | 加碼 |
| Gateway Investment Advisers LLC | 10,324 | $209.0 萬 | 0.03% | −8,289−44.5% | 減碼 |
| Wealthfront Advisers LLC | 10,391 | $210.3 萬 | 0.01% | +2,648+34.2% | 加碼 |
| Gulf International Bank (UK) Ltd | 10,549 | $213.5 萬 | 0.04% | −2,746−20.7% | 減碼 |
| Symphony Financial, Ltd. Co. | 10,751 | $213.9 萬 | 0.55% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 10,700 | $216.6 萬 | 2.34% | 00.0% | 不變 |
| HighTower Advisors, LLC | 10,795 | $216.8 萬 | 0.00% | +6,475+149.9% | 加碼 |
| Xponance, Inc. | 10,884 | $220.3 萬 | 0.03% | +18+0.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 11,337 | $224.2 萬 | 0.01% | +350+3.2% | 加碼 |
| Bridgeway Capital Management, LLC | 11,290 | $228.5 萬 | 0.06% | 00.0% | 不變 |
| Atria Investments LLC | 11,419 | $231.1 萬 | 0.04% | −117−1.0% | 減碼 |
| National Bank of Canada | 11,452 | $231.9 萬 | 0.01% | −17,453−60.4% | 減碼 |
| Triasima Portfolio Management inc. | 11,605 | $234.9 萬 | 0.19% | +3,635+45.6% | 加碼 |
| Tocqueville Asset Management L.P. | 11,614 | $235.1 萬 | 0.04% | +31+0.3% | 加碼 |
| Handelsbanken Fonder AB | 11,681 | $236.4 萬 | 0.01% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 11,727 | $237.4 萬 | 0.11% | −723−5.8% | 減碼 |
| La Banque Postale Asset Management SA | 11,740 | $237.6 萬 | 0.06% | −958−7.5% | 減碼 |
| Catalyst Capital Advisors LLC | 11,950 | $241.9 萬 | 0.07% | −10,300−46.3% | 減碼 |
| Paragon Advisors, LLC | 12,102 | $244.9 萬 | 0.83% | +12,102 | 新進 |
| EFG Asset Management (Americas) Corp. | 12,304 | $249.0 萬 | 0.60% | +2,328+23.3% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 12,501 | $253.0 萬 | 0.20% | +5,235+72.0% | 加碼 |
| CIBC World Markets Inc. | 12,623 | $255.5 萬 | 0.01% | −14−0.1% | 減碼 |
| Thames Capital Management LLC | 13,011 | $263.3 萬 | 1.85% | +13,011 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 13,523 | $273.7 萬 | 0.02% | −7,522−35.7% | 減碼 |
| Mackenzie Financial Corp | 13,572 | $274.7 萬 | 0.00% | +9,627+244.0% | 加碼 |
| Interval Partners, LP | 13,842 | $280.2 萬 | 0.16% | −6,158−30.8% | 減碼 |
| Utah Retirement Systems | 14,117 | $285.7 萬 | 0.04% | +54+0.4% | 加碼 |
| CWM Advisors, LLC | 14,242 | $288.3 萬 | 0.37% | +4,308+43.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 14,628 | $296.1 萬 | 0.04% | +67+0.5% | 加碼 |
| Jane Street Group, LLC | 14,830 | $300.2 萬 | 0.01% | +12,629+573.8% | 加碼 |
| Verdence Capital Advisors LLC | 14,837 | $300.3 萬 | 0.36% | −1,146−7.2% | 減碼 |
| Captrust Financial Advisors | 14,942 | $302.4 萬 | 0.01% | −3,305−18.1% | 減碼 |
| DnB Asset Management AS | 15,044 | $304.5 萬 | 0.02% | +1,874+14.2% | 加碼 |
| NewEdge Wealth, LLC | 15,188 | $307.4 萬 | 0.12% | +271+1.8% | 加碼 |
| Gradient Investments LLC | 15,581 | $315.4 萬 | 0.09% | +128+0.8% | 加碼 |
| Phoenix Holdings Ltd. | 15,951 | $323.3 萬 | 0.07% | +2,910+22.3% | 加碼 |
| Abner Herrman & Brock LLC | 16,225 | $328.4 萬 | 0.50% | 00.0% | 不變 |
| Segantii Capital Management Ltd | 16,500 | $334.0 萬 | 0.15% | +16,500 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,570 | $335.4 萬 | 0.04% | +339+2.1% | 加碼 |
| Nisa Investment Advisors, LLC | 16,624 | $336.5 萬 | 0.03% | −8,008−32.5% | 減碼 |
| Cornerstone Wealth Management, LLC | 16,670 | $337.4 萬 | 0.33% | +16,670 | 新進 |
| Tredje AP-fonden | 16,879 | $341.6 萬 | 0.05% | +753+4.7% | 加碼 |
| IFM Investors Pty Ltd | 16,942 | $342.9 萬 | 0.05% | +246+1.5% | 加碼 |
| Amalgamated Bank | 17,244 | $349.0 萬 | 0.03% | −1,390−7.5% | 減碼 |
| MML Investors Services, LLC | 17,543 | $355.1 萬 | 0.03% | −7,526−30.0% | 減碼 |
| Illinois Municipal Retirement Fund | 17,742 | $359.1 萬 | 0.08% | 00.0% | 不變 |
| Westpac Banking Corp | 18,257 | $369.5 萬 | 0.05% | −473−2.5% | 減碼 |
| Allianz Asset Management GmbH | 18,617 | $376.8 萬 | 0.01% | +7,676+70.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 18,631 | $377.1 萬 | 0.01% | +2,463+15.2% | 加碼 |