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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 18,759 | $379.7 萬 | 0.15% | +13,420+251.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 18,843 | $381.4 萬 | 0.06% | −2,694−12.5% | 減碼 |
| Strategic Global Advisors, LLC | 19,308 | $390.8 萬 | 0.63% | +10,309+114.6% | 加碼 |
| Brown Brothers Harriman & Co | 19,311 | $390.9 萬 | 0.03% | +14,957+343.5% | 加碼 |
| Royal London Asset Management Ltd | 19,587 | $396.4 萬 | 0.02% | +19,587 | 新進 |
| Markel Group Inc.大師馬克爾集團 | 19,670 | $398.1 萬 | 0.05% | +16,989+633.7% | 加碼 |
| Weiss Asset Management LP | 19,700 | $398.7 萬 | 0.31% | −300−1.5% | 減碼 |
| Intrinsic Edge Capital Management LLC | 20,000 | $404.8 萬 | 0.41% | +20,000 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 20,028 | $405.4 萬 | 0.19% | +5,796+40.7% | 加碼 |
| Winthrop Advisory Group LLC | 20,926 | $423.5 萬 | 0.75% | 00.0% | 不變 |
| Point72 Europe (London) LLP | 20,976 | $424.6 萬 | 1.27% | −29,000−58.0% | 減碼 |
| Verition Fund Management LLC | 21,478 | $434.7 萬 | 0.07% | +19,376+921.8% | 加碼 |
| James Investment Research Inc | 21,713 | $439.5 萬 | 0.58% | +1,012+4.9% | 加碼 |
| Intech Investment Management LLC | 21,743 | $440.1 萬 | 0.04% | −4,393−16.8% | 減碼 |
| Toronto Dominion Bank | 22,073 | $446.5 萬 | 0.01% | −1,009−4.4% | 減碼 |
| Prudential PLC | 22,271 | $450.8 萬 | 0.05% | −3,478−13.5% | 減碼 |
| Bullseye Asset Management LLC | 22,527 | $456.0 萬 | 2.32% | 00.0% | 不變 |
| EFG Asset Management (North America) Corp. | 22,661 | $458.8 萬 | 1.01% | +4,209+22.8% | 加碼 |
| Private Advisor Group, LLC | 23,132 | $468.2 萬 | 0.04% | +877+3.9% | 加碼 |
| Arizona State Retirement System | 23,142 | $468.4 萬 | 0.04% | +563+2.5% | 加碼 |
| Tobam | 23,249 | $470.6 萬 | 0.31% | +21,919+1,648.0% | 加碼 |
| Eagle Rock Investment Company, LLC | 23,914 | $484.0 萬 | 1.11% | +12,838+115.9% | 加碼 |
| Aquatic Capital Management LLC | 24,500 | $495.9 萬 | 0.31% | +24,500 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 24,600 | $497.9 萬 | 0.07% | −700−2.8% | 減碼 |
| ExodusPoint Capital Management, LP | 24,734 | $500.6 萬 | 0.06% | −4,328−14.9% | 減碼 |
| US Bancorp | 25,549 | $517.1 萬 | 0.01% | −23,653−48.1% | 減碼 |
| APG Asset Management N.V. | 27,900 | $519.8 萬 | 0.01% | −5,637−16.8% | 減碼 |
| Prana Capital Management, LP | 26,068 | $527.6 萬 | 0.45% | +26,068 | 新進 |
| Moore Capital Management, LP | 26,280 | $531.9 萬 | 0.17% | +26,280 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27,750 | $561.7 萬 | 0.01% | +1,506+5.7% | 加碼 |
| Advantage Alpha Capital Partners LP | 29,733 | $601.8 萬 | 1.25% | +5,322+21.8% | 加碼 |
| Summit Global Investments | 29,732 | $601.8 萬 | 0.47% | +10,421+54.0% | 加碼 |
| KWB Wealth | 27,975 | $604.7 萬 | 1.12% | +27,975 | 新進 |
| Segment Wealth Management, LLC | 30,038 | $608.0 萬 | 0.69% | +30,038 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 30,378 | $614.9 萬 | 0.16% | +11,447+60.5% | 加碼 |
| Andra AP-fonden | 30,500 | $617.3 萬 | 0.16% | +400+1.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,939 | $626.2 萬 | 0.11% | +86+0.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,945 | $626.3 萬 | 0.03% | +3,965+14.7% | 加碼 |
| Asset Management One Co.,Ltd. | 30,961 | $626.7 萬 | 0.03% | −3,657−10.6% | 減碼 |
| Formuepleje A/S | 31,228 | $632.1 萬 | 0.46% | +5,052+19.3% | 加碼 |
| Pictet Asset Management SA | 31,974 | $647.2 萬 | 0.01% | +234+0.7% | 加碼 |
| Nomura Asset Management Co Ltd | 32,787 | $663.6 萬 | 0.03% | −2,015−5.8% | 減碼 |
| Buckingham Strategic Partners | 32,852 | $664.9 萬 | 0.43% | +3,313+11.2% | 加碼 |
| Trexquant Investment LP | 33,107 | $670.1 萬 | 0.18% | +24,845+300.7% | 加碼 |
| Swedbank AB | 33,427 | $676.6 萬 | 0.01% | −187−0.6% | 減碼 |
| Swiss Life Asset Management Ltd | 33,565 | $679.3 萬 | 0.10% | +9,267+38.1% | 加碼 |
| Janney Montgomery Scott LLC | 34,137 | $690.9 萬 | 0.03% | +681+2.0% | 加碼 |
| CI Private Wealth, LLC | 34,194 | $692.0 萬 | 0.02% | +5,292+18.3% | 加碼 |
| Pathstone Family Office, LLC | 34,411 | $696.5 萬 | 0.11% | +371+1.1% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 36,906 | $708.2 萬 | 0.86% | +3,370+10.0% | 加碼 |
| Federated Hermes, Inc. | 35,599 | $720.5 萬 | 0.02% | −72,469−67.1% | 減碼 |
| Panagora Asset Management Inc | 36,223 | $733.2 萬 | 0.05% | +129+0.4% | 加碼 |
| Nordea Investment Management AB | 37,669 | $752.6 萬 | 0.01% | −5,046−11.8% | 減碼 |
| Engineers Gate Manager LP | 37,699 | $763.0 萬 | 0.32% | +24,437+184.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 38,157 | $772.3 萬 | 0.33% | +294+0.8% | 加碼 |
| Ci Investments Inc. | 38,284 | $774.9 萬 | 0.04% | +36,020+1,591.0% | 加碼 |
| Community Trust & Investment Co | 39,305 | $795.5 萬 | 0.68% | −1,341−3.3% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 39,400 | $797.5 萬 | 0.08% | +1,200+3.1% | 加碼 |
| Venturi Wealth Management, LLC | 39,606 | $801.6 萬 | 0.66% | +263+0.7% | 加碼 |
| Phase 2 Partners, LLC | 40,341 | $816.5 萬 | 3.52% | −33,770−45.6% | 減碼 |
| Ameriprise Financial Inc | 40,836 | $826.5 萬 | 0.00% | +6,554+19.1% | 加碼 |
| First Republic Investment Management, Inc. | 41,106 | $832.0 萬 | 0.02% | −1,573−3.7% | 減碼 |
| Forsta Ap-Fonden | 41,600 | $842.0 萬 | 0.10% | −1,100−2.6% | 減碼 |
| Ensign Peak Advisors, Inc | 42,995 | $870.2 萬 | 0.02% | −6,951−13.9% | 減碼 |
| Treasurer of the State of North Carolina | 43,070 | $871.7 萬 | 0.05% | +3,390+8.5% | 加碼 |
| Great Lakes Advisors, LLC | 43,123 | $872.8 萬 | 0.08% | −2,471−5.4% | 減碼 |
| State of Wisconsin Investment Board | 43,496 | $880.4 萬 | 0.03% | −2,492−5.4% | 減碼 |
| Natixis Advisors, L.P. | 44,098 | $892.5 萬 | 0.03% | −563−1.3% | 減碼 |
| Brant Point Investment Management LLC | 44,661 | $903.9 萬 | 2.16% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 45,139 | $912.7 萬 | 0.02% | −6,301−12.2% | 減碼 |
| UBS Group AG | 45,299 | $916.9 萬 | 0.00% | −2,419−5.1% | 減碼 |
| Barclays PLC | 45,391 | $918.7 萬 | 0.01% | −19,899−30.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 45,442 | $919.8 萬 | 0.01% | +10,115+28.6% | 加碼 |
| Icon Advisers Inc | 45,632 | $923.6 萬 | 2.35% | 00.0% | 不變 |
| Logan Capital Management Inc | 45,947 | $930.0 萬 | 0.45% | +4,732+11.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 46,225 | $935.6 萬 | 0.03% | 00.0% | 不變 |
| KBC Group NV | 47,841 | $968.4 萬 | 0.04% | +908+1.9% | 加碼 |
| Sirios Capital Management L P | 48,109 | $973.7 萬 | 1.72% | −27,670−36.5% | 減碼 |
| Public Employees Retirement System of Ohio | 49,070 | $993.2 萬 | 0.04% | +3,430+7.5% | 加碼 |
| PFS Investments Inc. | 52,359 | $998.6 萬 | 0.17% | −2,253−4.1% | 減碼 |
| Hudson Bay Capital Management LP | 50,000 | $1,012 萬 | 0.11% | +50,000 | 新進 |
| Iridian Asset Management LLC | 51,885 | $1,050 萬 | 0.86% | −8,682−14.3% | 減碼 |
| AustralianSuper Pty Ltd | 52,118 | $1,055 萬 | 0.07% | +52,118 | 新進 |
| AXA S.A. | 52,455 | $1,062 萬 | 0.04% | +44,556+564.1% | 加碼 |
| Munro Partners | 53,980 | $1,093 萬 | 0.53% | +53,980 | 新進 |
| Massachusetts Financial Services Co | 54,073 | $1,094 萬 | 0.00% | +9,855+22.3% | 加碼 |
| Point72 Asset Management, L.P. | 54,600 | $1,105 萬 | 0.04% | +15,800+40.7% | 加碼 |
| Great West Life Assurance Co | 54,873 | $1,112 萬 | 0.03% | −1,709−3.0% | 減碼 |
| Engle Capital Management, L.P. | 55,000 | $1,113 萬 | 3.65% | −25,000−31.3% | 減碼 |
| Kingdon Capital Management, L.L.C. | 55,000 | $1,113 萬 | 2.61% | +55,000 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 57,720 | $1,168 萬 | 0.04% | −24,959−30.2% | 減碼 |
| Gillson Capital LP | 59,670 | $1,208 萬 | 1.00% | +59,670 | 新進 |
| Capital Fund Management S.A. | 60,936 | $1,233 萬 | 0.24% | +41,281+210.0% | 加碼 |
| Boston Partners | 62,113 | $1,257 萬 | 0.02% | −4,631−6.9% | 減碼 |
| Korea Investment CORP | 62,165 | $1,258 萬 | 0.04% | −31,942−33.9% | 減碼 |
| Virginia Retirement Systems Et Al | 63,612 | $1,288 萬 | 0.13% | −27,188−29.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 69,690 | $1,298 萬 | 0.09% | +5,647+8.8% | 加碼 |
| Reinhart Partners, Inc. | 64,551 | $1,307 萬 | 0.71% | −7,968−11.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 67,224 | $1,361 萬 | 0.04% | −121,109−64.3% | 減碼 |
| HSBC Holdings PLC | 67,505 | $1,364 萬 | 0.02% | +28,434+72.8% | 加碼 |