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 2 季 13F 持有人
LPL Financial Holdings Inc. 在 2023/6/30 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
- 590
- 較 2023 年第 1 季 −21 家
- 持有股數
- 7,223 萬
- 較 2023 年第 1 季 −276.6 萬 (−3.7%)
- 總市值
- $156.3 億
- 較 2023 年第 1 季 +$4.94 億 (+3.3%)
- 新進機構
- 73
- 另有 197 家加碼
- 清倉機構
- 94
- 另有 238 家減碼
另有 4 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,420,139 | $16.1 億 | 0.04% | −517,889−6.5% | 減碼 |
| BlackRock Inc. | 6,277,843 | $13.6 億 | 0.04% | −264,913−4.0% | 減碼 |
| Janus Henderson Group PLC | 3,380,068 | $7.35 億 | 0.46% | +74,072+2.2% | 加碼 |
| WCM Investment Management, LLC | 2,446,845 | $5.32 億 | 1.59% | −17,200−0.7% | 減碼 |
| FMR LLC | 2,426,302 | $5.28 億 | 0.04% | −1,857,373−43.4% | 減碼 |
| Capital Research Global Investors | 2,197,845 | $4.78 億 | 0.13% | +1,188,739+117.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,065,911 | $4.49 億 | 1.26% | +49,744+2.5% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 2,003,058 | $4.36 億 | 3.99% | +143,417+7.7% | 加碼 |
| Samlyn Capital, LLC | 1,843,225 | $4.01 億 | 6.96% | +70,337+4.0% | 加碼 |
| State Street Corp | 1,711,245 | $3.72 億 | 0.02% | +2,693+0.2% | 加碼 |
| Clarkston Capital Partners, LLC | 1,501,863 | $3.27 億 | 5.87% | +17,408+1.2% | 加碼 |
| Geode Capital Management, LLC | 1,318,823 | $2.86 億 | 0.03% | −138,033−9.5% | 減碼 |
| JPMorgan Chase & Co | 1,240,651 | $2.70 億 | 0.03% | −5,268−0.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,101,579 | $2.40 億 | 0.37% | +48,181+4.6% | 加碼 |
| Norges Bank | 1,042,985 | $2.27 億 | 0.04% | +24,258+2.4% | 加碼 |
| Nuveen Asset Management, LLC | 946,569 | $2.06 億 | 0.07% | −81,733−7.9% | 減碼 |
| Bank of New York Mellon Corp | 938,123 | $2.04 億 | 0.04% | +180,339+23.8% | 加碼 |
| Boston Partners | 847,460 | $1.84 億 | 0.25% | +785,347+1,264.4% | 加碼 |
| Standard Life Aberdeen plc | 818,587 | $1.78 億 | 0.41% | +53,226+7.0% | 加碼 |
| Eminence Capital, LP | 784,225 | $1.71 億 | 3.06% | +66,106+9.2% | 加碼 |
| Voya Investment Management LLC | 744,070 | $1.62 億 | 0.17% | +126,947+20.6% | 加碼 |
| Eagle Asset Management Inc | 737,232 | $1.60 億 | 0.89% | −32,786−4.3% | 減碼 |
| Dimensional Fund Advisors LP | 718,473 | $1.56 億 | 0.05% | +10,507+1.5% | 加碼 |
| Darlington Partners Capital Management, LP | 705,468 | $1.53 億 | 10.51% | +52,202+8.0% | 加碼 |
| Westfield Capital Management Co LP | 650,449 | $1.41 億 | 0.90% | +57,292+9.7% | 加碼 |
| Wellington Management Group LLP | 638,189 | $1.39 億 | 0.03% | −710,254−52.7% | 減碼 |
| Bank of America Corp | 634,494 | $1.38 億 | 0.02% | +204,734+47.6% | 加碼 |
| Morgan Stanley | 618,219 | $1.34 億 | 0.01% | −80,199−11.5% | 減碼 |
| ArrowMark Colorado Holdings LLC | 588,363 | $1.28 億 | 1.40% | +125,227+27.0% | 加碼 |
| Citadel Advisors LLC | 570,693 | $1.24 億 | 0.14% | +169,550+42.3% | 加碼 |
| Millennium Management LLC | 557,422 | $1.21 億 | 0.13% | −930,219−62.5% | 減碼 |
| Junto Capital Management LP | 550,555 | $1.20 億 | 3.04% | +330,335+150.0% | 加碼 |
| Price T Rowe Associates Inc | 539,790 | $1.17 億 | 0.02% | +14,173+2.7% | 加碼 |
| American Century Companies Inc | 532,768 | $1.16 億 | 0.09% | +119,491+28.9% | 加碼 |
| Fairview Capital Investment Management, LLC | 513,738 | $1.12 億 | 7.06% | −11,389−2.2% | 減碼 |
| Charles Schwab Investment Management Inc | 490,239 | $1.07 億 | 0.03% | −6,897−1.4% | 減碼 |
| Marshall Wace, LLP | 482,953 | $1.05 億 | 0.23% | +199,238+70.2% | 加碼 |
| First Pacific Advisors, LP | 481,500 | $1.05 億 | 1.53% | −285−0.1% | 減碼 |
| Balyasny Asset Management LLC | 476,845 | $1.04 億 | 0.29% | +395,992+489.8% | 加碼 |
| Northern Trust Corp | 467,003 | $1.02 億 | 0.02% | −39,904−7.9% | 減碼 |
| Alliancebernstein L.P. | 465,745 | $1.01 億 | 0.04% | −554,223−54.3% | 減碼 |
| Wells Fargo & Company | 429,968 | $9,349 萬 | 0.03% | +5,645+1.3% | 加碼 |
| Deutsche Bank AG | 426,084 | $9,264 萬 | 0.05% | −95,879−18.4% | 減碼 |
| Epoch Investment Partners, Inc. | 420,557 | $9,144 萬 | 0.53% | +233,145+124.4% | 加碼 |
| Agf Management Ltd | 408,183 | $8,875 萬 | 0.64% | +3,000+0.7% | 加碼 |
| Legal & General Group Plc | 397,057 | $8,633 萬 | 0.03% | −11,900−2.9% | 減碼 |
| LMR Partners LLP | 378,991 | $8,240 萬 | 1.88% | +116,129+44.2% | 加碼 |
| Raymond James & Associates | 370,555 | $8,057 萬 | 0.07% | +34,735+10.3% | 加碼 |
| Holocene Advisors, LP | 364,051 | $7,916 萬 | 0.35% | +364,051 | 新進 |
| Jackson Square Partners, LLC | 357,484 | $7,773 萬 | 2.27% | −32,336−8.3% | 減碼 |
| Invesco Ltd. | 345,154 | $7,505 萬 | 0.02% | −14,875−4.1% | 減碼 |
| Jacobs Levy Equity Management, Inc | 325,603 | $7,080 萬 | 0.41% | −165,820−33.7% | 減碼 |
| Goldman Sachs Group Inc | 321,429 | $6,989 萬 | 0.02% | −16,834−5.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 307,769 | $6,692 萬 | 0.11% | +17,429+6.0% | 加碼 |
| Artemis Investment Management LLP | 288,848 | $6,275 萬 | 0.80% | −34,527−10.7% | 減碼 |
| Envestnet Asset Management Inc | 275,268 | $5,985 萬 | 0.03% | −230,280−45.6% | 減碼 |
| UBS Asset Management Americas Inc | 283,950 | $5,747 萬 | 0.03% | 00.0% | 不變 |
| Azora Capital LP | 226,418 | $4,923 萬 | 10.03% | −55,471−19.7% | 減碼 |
| Victory Capital Management Inc | 224,635 | $4,884 萬 | 0.05% | −84,458−27.3% | 減碼 |
| Franklin Resources Inc | 214,731 | $4,669 萬 | 0.02% | +12,023+5.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 213,368 | $4,639 萬 | 0.04% | −25,700−10.8% | 減碼 |
| TD Asset Management Inc | 209,702 | $4,560 萬 | 0.05% | +32,069+18.1% | 加碼 |
| Commerce Bank | 195,398 | $4,249 萬 | 0.32% | −5,273−2.6% | 減碼 |
| Southpoint Capital Advisors LP | 190,000 | $4,131 萬 | 0.90% | −10,000−5.0% | 減碼 |
| Moore Capital Management, LP | 183,960 | $4,000 萬 | 0.97% | +157,680+600.0% | 加碼 |
| FIL Ltd | 182,279 | $3,963 萬 | 0.04% | −29,431−13.9% | 減碼 |
| Employees Retirement System of Texas | 182,000 | $3,957 萬 | 0.54% | 00.0% | 不變 |
| Trillium Asset Management, LLC | 173,616 | $3,775 萬 | 1.06% | +11,816+7.3% | 加碼 |
| Cornerstone Investment Partners, LLC | 169,223 | $3,679 萬 | 2.26% | −1,847−1.1% | 減碼 |
| Pinebridge Investments, L.P. | 166,629 | $3,623 萬 | 0.39% | +36,665+28.2% | 加碼 |
| SEI Investments Co | 164,366 | $3,574 萬 | 0.06% | +3,274+2.0% | 加碼 |
| HSBC Holdings PLC | 161,010 | $3,504 萬 | 0.04% | +93,505+138.5% | 加碼 |
| Royal Bank of Canada | 155,929 | $3,390 萬 | 0.01% | +2,328+1.5% | 加碼 |
| California Public Employees Retirement System | 152,814 | $3,323 萬 | 0.03% | −11,712−7.1% | 減碼 |
| Prudential Financial Inc | 150,253 | $3,267 萬 | 0.05% | +81,385+118.2% | 加碼 |
| Primecap Management Co | 150,000 | $3,261 萬 | 0.03% | 00.0% | 不變 |
| Weiss Multi-Strategy Advisers LLC | 147,571 | $3,209 萬 | 0.69% | +147,571 | 新進 |
| Bank of Nova Scotia | 142,580 | $3,100 萬 | 0.08% | +140,149+5,765.1% | 加碼 |
| AQR Capital Management LLC | 142,200 | $3,092 萬 | 0.07% | +57,015+66.9% | 加碼 |
| Credit Suisse AG | 135,066 | $2,937 萬 | 0.03% | −32,857−19.6% | 減碼 |
| Qube Research & Technologies Ltd | 134,964 | $2,935 萬 | 0.11% | −121,504−47.4% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 134,495 | $2,924 萬 | 0.63% | −42,400−24.0% | 減碼 |
| California State Teachers Retirement System | 128,194 | $2,787 萬 | 0.04% | −5,132−3.8% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 127,059 | $2,763 萬 | 0.33% | +107,389+546.0% | 加碼 |
| National Pension Service | 125,400 | $2,732 萬 | 0.04% | −18,500−12.9% | 減碼 |
| Truist Financial Corp | 123,579 | $2,687 萬 | 0.04% | +4,528+3.8% | 加碼 |
| Russell Investments Group, Ltd. | 120,767 | $2,626 萬 | 0.05% | −30,806−20.3% | 減碼 |
| Renaissance Technologies LLC | 119,100 | $2,590 萬 | 0.04% | +48,500+68.7% | 加碼 |
| Rhumbline Advisers | 117,833 | $2,562 萬 | 0.03% | +20,751+21.4% | 加碼 |
| Bamco Inc | 109,083 | $2,372 萬 | 0.07% | +12,449+12.9% | 加碼 |
| Stifel Financial Corp | 106,467 | $2,315 萬 | 0.03% | −397−0.4% | 減碼 |
| GCM Grosvenor Holdings, LLC | 105,300 | $2,290 萬 | 9.90% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 104,750 | $2,278 萬 | 0.04% | −74,663−41.6% | 減碼 |
| Canada Pension Plan Investment Board | 99,745 | $2,169 萬 | 0.03% | −9,200−8.4% | 減碼 |
| Heron Bay Capital Management | 94,304 | $2,050 萬 | 5.69% | +23,217+32.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 94,155 | $2,047 萬 | 0.05% | +14,527+18.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 93,265 | $2,028 萬 | 0.04% | −2,324−2.4% | 減碼 |
| UBS Group AG | 90,964 | $1,978 萬 | 0.01% | +45,665+100.8% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 89,371 | $1,943 萬 | 0.97% | −8,816−9.0% | 減碼 |
| Coronation Fund Managers Ltd. | 86,923 | $1,890 萬 | 0.51% | +8,279+10.5% | 加碼 |