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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 7,103 | $143.8 萬 | 0.01% | +64+0.9% | 加碼 |
| New York State Teachers Retirement System | 7,100 | $143.7 萬 | 0.00% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 7,063 | $143.0 萬 | 0.00% | −1,257−15.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 7,062 | $142.9 萬 | 0.03% | +2,354+50.0% | 加碼 |
| Macquarie Group Ltd | 7,045 | $142.6 萬 | 0.00% | −3,841−35.3% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,021 | $142.1 萬 | 0.00% | −566−7.5% | 減碼 |
| Sterling Group Wealth Management, LLC | 6,987 | $141.4 萬 | 1.33% | +79+1.1% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 6,972 | $141.1 萬 | 0.47% | +1,387+24.8% | 加碼 |
| Simplex Trading, LLC | 6,788 | $137.3 萬 | 0.06% | +5,815+597.6% | 加碼 |
| Compagnie Lombard Odier SCmA | 6,655 | $134.7 萬 | 0.03% | −8,085−54.9% | 減碼 |
| De Burlo Group Inc | 6,600 | $133.6 萬 | 0.26% | +6,600 | 新進 |
| Cetera Advisor Networks LLC | 6,584 | $133.3 萬 | 0.01% | −601−8.4% | 減碼 |
| Connectus Wealth, LLC | 6,506 | $131.7 萬 | 0.03% | +192+3.0% | 加碼 |
| Maryland State Retirement & Pension System | 6,259 | $126.7 萬 | 0.03% | 00.0% | 不變 |
| Virtu Financial LLC | 6,126 | $124.0 萬 | 0.13% | +6,126 | 新進 |
| Quantinno Capital Management LP | 6,073 | $122.9 萬 | 0.08% | +2,402+65.4% | 加碼 |
| Aquila Investment Management LLC | 6,000 | $121.4 萬 | 1.00% | 00.0% | 不變 |
| Duality Advisers, LP | 5,989 | $121.2 萬 | 0.14% | −7,094−54.2% | 減碼 |
| Fulton Bank, N.A. | 5,898 | $119.4 萬 | 0.06% | +180+3.1% | 加碼 |
| CM Wealth Advisors LLC | 5,967 | $119.0 萬 | 0.23% | +5,967 | 新進 |
| Kestra Advisory Services, LLC | 5,749 | $116.3 萬 | 0.01% | −2,819−32.9% | 減碼 |
| Van Leeuwen & Company, LLC | 5,743 | $116.2 萬 | 0.78% | −300−5.0% | 減碼 |
| Cetera Investment Advisers | 5,723 | $115.8 萬 | 0.01% | −354−5.8% | 減碼 |
| STRS Ohio | 5,607 | $113.4 萬 | 0.00% | +292+5.5% | 加碼 |
| Two Sigma Securities, LLC | 5,483 | $111.0 萬 | 0.09% | +3,941+255.6% | 加碼 |
| Blackhawk Capital Partners LLC. | 5,412 | $109.5 萬 | 0.80% | +5,412 | 新進 |
| HBK Investments L P | 5,380 | $108.9 萬 | 0.04% | +5,380 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 5,352 | $108.3 萬 | 0.00% | +154+3.0% | 加碼 |
| Oliver Luxxe Assets LLC | 5,336 | $108.0 萬 | 0.28% | +181+3.5% | 加碼 |
| Estate Counselors, LLC | 5,290 | $107.1 萬 | 0.14% | +5,290 | 新進 |
| Financial Advocates Investment Management | 5,287 | $107.0 萬 | 0.08% | +267+5.3% | 加碼 |
| King Luther Capital Management Corp | 5,222 | $105.7 萬 | 0.01% | −1,763−25.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 5,141 | $104.1 萬 | 0.10% | −755−12.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 5,142 | $104.1 萬 | 0.03% | +3,340+185.3% | 加碼 |
| Advisors Asset Management, Inc. | 5,098 | $103.2 萬 | 0.02% | −1,133−18.2% | 減碼 |
| Donoghue Forlines LLC | 5,071 | $102.6 萬 | 0.37% | −599−10.6% | 減碼 |
| M&T Bank Corp | 5,031 | $101.8 萬 | 0.00% | +219+4.6% | 加碼 |
| Harvest Investment Services, LLC | 4,961 | $100.4 萬 | 0.78% | +2,331+88.6% | 加碼 |
| Vinva Investment Management Ltd | 5,019 | $99.8 萬 | 0.08% | +5,019 | 新進 |
| Laurion Capital Management LP | 4,930 | $99.8 萬 | 0.04% | −3,070−38.4% | 減碼 |
| Ethic Inc. | 4,860 | $98.4 萬 | 0.04% | +566+13.2% | 加碼 |
| Beacon Investment Advisors LLC | 4,829 | $97.7 萬 | 0.71% | +4,829 | 新進 |
| MetLife Investment Management | 4,824 | $97.6 萬 | 0.01% | +11+0.2% | 加碼 |
| Shell Asset Management Co | 4,823 | $97.6 萬 | 0.04% | −27−0.6% | 減碼 |
| Advisor OS, LLC | 4,690 | $94.9 萬 | 0.23% | +398+9.3% | 加碼 |
| Sawtooth Solutions, LLC | 4,568 | $92.5 萬 | 0.02% | +772+20.3% | 加碼 |
| Jupiter Asset Management Ltd | 4,535 | $91.8 萬 | 0.01% | −9,029−66.6% | 減碼 |
| Bleakley Financial Group, LLC | 4,526 | $91.6 萬 | 0.03% | 00.0% | 不變 |
| Proequities, Inc. | 4,518 | $91.4 萬 | 0.07% | −66−1.4% | 減碼 |
| Independent Advisor Alliance | 4,506 | $91.2 萬 | 0.04% | +4,506 | 新進 |
| Cumberland Partners Ltd | 4,500 | $91.1 萬 | 0.09% | −1,000−18.2% | 減碼 |
| Aureus Asset Management, LLC | 4,455 | $90.2 萬 | 0.07% | −1,090−19.7% | 減碼 |
| Argent Capital Management LLC | 4,286 | $86.7 萬 | 0.03% | −373,127−98.9% | 減碼 |
| Pearl River Capital, LLC | 4,230 | $85.6 萬 | 0.14% | −1,298−23.5% | 減碼 |
| Wesbanco Bank Inc | 4,190 | $84.8 萬 | 0.04% | −3,133−42.8% | 減碼 |
| Jefferies Financial Group Inc. | 4,175 | $84.5 萬 | 0.02% | −1,110−21.0% | 減碼 |
| SkyView Investment Advisors, LLC | 4,149 | $84.0 萬 | 0.20% | +109+2.7% | 加碼 |
| Vestcor Inc | 4,105 | $83.1 萬 | 0.03% | 00.0% | 不變 |
| Raymond James Trust N.A. | 4,021 | $81.4 萬 | 0.03% | −128−3.1% | 減碼 |
| Greenland Capital Management LP | 4,004 | $81.0 萬 | 0.10% | +4,004 | 新進 |
| LGT Fund Management Co Ltd. | 4,000 | $81.0 萬 | 0.34% | −6,000−60.0% | 減碼 |
| Cornercap Investment Counsel Inc | 3,914 | $79.2 萬 | 0.14% | +105+2.8% | 加碼 |
| Alera Investment Advisors, LLC | 3,896 | $78.9 萬 | 0.18% | +43+1.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 3,887 | $78.7 萬 | 0.01% | +213+5.8% | 加碼 |
| Cerity Partners LLC | 3,820 | $77.2 萬 | 0.00% | +925+32.0% | 加碼 |
| Resources Investment Advisors, LLC. | 3,802 | $77.0 萬 | 0.02% | +3,802 | 新進 |
| KB Financial Partners, LLC | 3,800 | $76.9 萬 | 0.23% | +25+0.7% | 加碼 |
| Ritholtz Wealth Management | 3,781 | $76.5 萬 | 0.04% | +457+13.7% | 加碼 |
| Pittenger & Anderson Inc | 3,740 | $75.7 萬 | 0.04% | −160−4.1% | 減碼 |
| E. Ohman J:or Asset Management AB | 3,700 | $74.9 萬 | 0.03% | 00.0% | 不變 |
| Navellier & Associates Inc | 3,674 | $74.4 萬 | 0.16% | +134+3.8% | 加碼 |
| Stelac Advisory Services LLC | 3,634 | $73.6 萬 | 0.32% | −25−0.7% | 減碼 |
| Toroso Investments, LLC | 3,632 | $73.5 萬 | 0.02% | +270+8.0% | 加碼 |
| GWM Advisors LLC | 3,617 | $73.2 萬 | 0.01% | +1,447+66.7% | 加碼 |
| Baird Financial Group, Inc. | 3,587 | $72.6 萬 | 0.00% | −432−10.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,531 | $71.5 萬 | 0.00% | +91+2.6% | 加碼 |
| Ostrum Asset Management | 3,502 | $70.9 萬 | 0.06% | +3,502 | 新進 |
| LVW Advisors, LLC | 3,501 | $70.9 萬 | 0.14% | −74−2.1% | 減碼 |
| Versor Investments LP | 3,415 | $69.1 萬 | 0.09% | +420+14.0% | 加碼 |
| Colony Group LLC | 3,403 | $68.9 萬 | 0.01% | −6−0.2% | 減碼 |
| Kula Investments, LLC | 3,393 | $68.7 萬 | 0.17% | +1,749+106.4% | 加碼 |
| Argent Trust Co | 3,369 | $68.2 萬 | 0.04% | −44−1.3% | 減碼 |
| Group One Trading, L.P. | 3,301 | $66.8 萬 | 0.03% | +3,119+1,713.7% | 加碼 |
| Bessemer Group Inc | 3,215 | $65.1 萬 | 0.00% | +632+24.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 3,193 | $64.6 萬 | 0.00% | +369+13.1% | 加碼 |
| State of Alaska, Department of Revenue | 3,162 | $63.9 萬 | 0.01% | 00.0% | 不變 |
| BlueMar Capital Management, LLC | 3,140 | $63.6 萬 | 0.59% | +3,140 | 新進 |
| Two Sigma Advisers, LP | 3,100 | $62.7 萬 | 0.00% | −7,700−71.3% | 減碼 |
| Vident Investment Advisory, LLC | 3,054 | $61.8 萬 | 0.02% | +3,054 | 新進 |
| Cullen/Frost Bankers, Inc. | 3,000 | $60.7 萬 | 0.01% | 00.0% | 不變 |
| Gateway Wealth Partners, LLC | 2,988 | $60.5 萬 | 0.09% | +2,988 | 新進 |
| Archer Investment Corp | 2,972 | $60.1 萬 | 0.22% | 00.0% | 不變 |
| Foresight Global Investors, Inc. | 2,960 | $59.9 萬 | 0.43% | +2,960 | 新進 |
| Stonnington Group, LLC | 3,000 | $59.8 萬 | 0.16% | +3,000 | 新進 |
| Bokf, NA | 2,936 | $59.4 萬 | 0.01% | −947−24.4% | 減碼 |
| Schroder Investment Management Group | 2,906 | $58.8 萬 | 0.00% | +700+31.7% | 加碼 |
| ACT Advisors, LLC. | 2,900 | $58.7 萬 | 0.38% | +1,899+189.7% | 加碼 |
| Algert Global LLC | 2,875 | $58.2 萬 | 0.03% | −341−10.6% | 減碼 |
| BMS Financial Advisors, LLC | 2,790 | $56.5 萬 | 0.39% | +100+3.7% | 加碼 |
| IHT Wealth Management, LLC | 2,728 | $55.2 萬 | 0.03% | −6−0.2% | 減碼 |