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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 季與 2023 年第 1 季比較

持有 LPL Financial Holdings Inc. 的機構從 2023 年第 1 季到 2023 年第 2 季的變化。

2023 年第 2 季全部持有人2023 年第 1 季全部持有人

LPLA 的 13F 持有人：2023 年第 1 季與 2023 年第 2 季比較
項目2023 年第 1 季其中尚未申報 2023 年第 2 季2023 年第 2 季變化
持有家數6154590−21
股數7,500 萬7,5527,223 萬−276.6 萬 (−3.7%)
市值$151.4 億$152.0 萬$156.3 億+$4.94 億 (+3.3%)

4 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（73 家）

2023 年第 2 季季末持有 LPL Financial Holdings Inc.、2023 年第 1 季季末沒有持有的機構。

2023 年第 2 季新進 LPLA 的機構
機構股數市值佔組合 %
Holocene Advisors, LP364,051$7,916 萬0.35%
Weiss Multi-Strategy Advisers LLC147,571$3,209 萬0.69%
Brookfield Asset Management Inc.52,177$1,134 萬0.04%
Natixis49,308$1,072 萬0.09%
Brandywine Global Investment Management, LLC36,062$784.1 萬0.07%
Crestline Management, LP30,000$652.3 萬0.71%
HST Ventures, LLC28,889$628.1 萬3.07%
HRT Financial LP22,248$483.7 萬0.05%
Van Eck Associates Corp13,876$301.7 萬0.01%
Tudor Investment Corp Et Al13,725$298.4 萬0.05%
Winton Group Ltd13,684$297.5 萬0.25%
Blair William & Co13,011$282.9 萬0.01%
Efg Capital International Corp.12,986$282.4 萬0.65%
CenterBook Partners LP7,758$168.7 萬0.21%
Cinctive Capital Management LP7,622$165.7 萬0.06%
Redwood Investment Management, LLC7,580$164.8 萬0.17%
Dark Forest Capital Management LP6,632$144.2 萬0.15%
DRW Securities, LLC6,500$141.3 萬0.11%
Bridgewater Associates, LP5,960$129.6 萬0.01%
Highland Capital Management, LLC5,797$126.0 萬0.08%
Headlands Technologies LLC5,621$122.2 萬0.39%
Banque Pictet & Cie SA5,017$109.1 萬0.01%
Brinker Capital Investments, LLC4,758$103.4 萬0.01%
Orion Portfolio Solutions, LLC4,758$103.4 萬0.01%
Gsa Capital Partners LLP4,744$103.1 萬0.10%
Meeder Asset Management Inc4,281$93.1 萬0.07%
Cresset Asset Management, LLC4,028$87.6 萬0.01%
Advisor Partners II, LLC3,857$83.9 萬0.04%
Integrated Wealth Concepts LLC3,087$67.1 萬0.01%
Anchor Investment Management, LLC2,834$61.6 萬0.08%
Concorde Asset Management, LLC2,673$58.1 萬0.54%
Genus Capital Management Inc.2,500$54.4 萬0.08%
Vetamer Capital Management, L.P.2,472$53.7 萬0.83%
Cannon Global Investment Management, LLC2,300$50.0 萬2.60%
Cipher Capital LP2,044$44.4 萬0.08%
AdvisorShares Investments LLC1,978$43.0 萬0.12%
Yarbrough Capital, LLC1,880$40.9 萬0.02%
State of Michigan Retirement System1,700$37.0 萬0.00%
Gilder Gagnon Howe & Co LLC1,523$33.1 萬0.00%
Seven Eight Capital, LP1,523$33.1 萬0.05%
Lighthouse Investment Partners, LLC1,434$31.2 萬0.02%
SFG Wealth Management, LLC.1,312$28.5 萬0.24%
Hallmark Capital Management Inc1,278$27.8 萬0.02%
Foster & Motley Inc1,275$27.7 萬0.02%
Sherbrooke Park Advisers LLC1,200$26.1 萬0.14%
Wedmont Private Capital1,170$25.8 萬0.03%
Echo Street Capital Management LLC1,047$22.8 萬0.00%
Fund Management at Engine No. 1 LLC1,011$22.0 萬0.04%
Apollon Wealth Management, LLC998$21.7 萬0.01%
MJP Associates Inc998$21.7 萬0.07%
Martingale Asset Management L P982$21.4 萬0.00%
Berger Financial Group, Inc924$20.1 萬0.02%
Hill Investment Group Partners, LLC923$20.1 萬0.04%
UniSuper Management Pty Ltd600$13.0 萬0.00%
Tyler-Stone Wealth Management568$12.4 萬0.07%
V-Square Quantitative Management LLC475$10.3 萬0.08%
Jones Financial Companies LLLP292$6.35 萬0.00%
First Capital Advisors Group, LLC.226$4.91 萬0.03%
Harbor Capital Advisors, Inc.183$3.98 萬0.01%
Ceredex Value Advisors LLC175$3.81 萬0.00%
GoalVest Advisory LLC55$1.20 萬0.01%
Sofos Investments, Inc.217$7,4950.03%
Colonial Trust Co24$5,2180.00%
Copeland Capital Management, LLC21$4,5660.00%
Massmutual Trust Co FSB9$1,9570.00%
Cherry Tree Wealth Management, LLC5$1,0880.00%
Bollard Group LLC5$1,0000.00%
Abound Wealth Management4$8720.00%
Manchester Capital Management LLC1$2180.00%
Crewe Advisors LLC1$2180.00%
Harbour Investments, Inc.1$2170.00%
Motco1$2170.00%
Comerica Bank331,475$240.00%

清倉機構（94 家）

2023 年第 1 季季末持有 LPL Financial Holdings Inc.、2023 年第 2 季有申報但已經沒有持有的機構。

2023 年第 2 季清倉 LPLA 的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Egerton Capital (UK) LLP1,019,727$2.06 億
Twinbeech Capital LP177,972$3,602 萬
Fred Alger Management, LLC137,461$2,782 萬
Cookson Peirce & Co Inc88,370$1,789 萬
Quadrature Capital Ltd83,025$1,681 萬
Virginia Retirement Systems Et Al63,612$1,288 萬
Gillson Capital LP59,670$1,208 萬
Kingdon Capital Management, L.L.C.55,000$1,113 萬
Engle Capital Management, L.P.55,000$1,113 萬
Munro Partners53,980$1,093 萬
AXA S.A.52,455$1,062 萬
AustralianSuper Pty Ltd52,118$1,055 萬
Great Lakes Advisors, LLC43,123$872.8 萬
First Republic Investment Management, Inc.41,106$832.0 萬
Trexquant Investment LP33,107$670.1 萬
Buckingham Strategic Partners32,852$664.9 萬
Aquatic Capital Management LLC24,500$495.9 萬
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH20,028$405.4 萬
Intrinsic Edge Capital Management LLC20,000$404.8 萬
Weiss Asset Management LP19,700$398.7 萬
Westpac Banking Corp18,257$369.5 萬
Segantii Capital Management Ltd16,500$334.0 萬
Abner Herrman & Brock LLC16,225$328.4 萬
Catalyst Capital Advisors LLC11,950$241.9 萬
Triasima Portfolio Management inc.11,605$234.9 萬
Chase Investment Counsel Corp9,475$191.7 萬
Cubist Systematic Strategies, LLC9,087$183.9 萬
Susquehanna Fundamental Investments, LLC7,170$145.1 萬
De Burlo Group Inc6,600$133.6 萬
Virtu Financial LLC6,126$124.0 萬
Duality Advisers, LP5,989$121.2 萬
CM Wealth Advisors LLC5,967$119.0 萬
STRS Ohio5,607$113.4 萬
Two Sigma Securities, LLC5,483$111.0 萬
HBK Investments L P5,380$108.9 萬
Dynamic Technology Lab Private Ltd5,141$104.1 萬
Donoghue Forlines LLC5,071$102.6 萬
Harvest Investment Services, LLC4,961$100.4 萬
Vinva Investment Management Ltd5,019$99.8 萬
Jupiter Asset Management Ltd4,535$91.8 萬
Cumberland Partners Ltd4,500$91.1 萬
Pearl River Capital, LLC4,230$85.6 萬
Wesbanco Bank Inc4,190$84.8 萬
Greenland Capital Management LP4,004$81.0 萬
LGT Fund Management Co Ltd.4,000$81.0 萬
State of Alaska, Department of Revenue3,162$63.9 萬
Two Sigma Advisers, LP3,100$62.7 萬
Vident Investment Advisory, LLC3,054$61.8 萬
Gateway Wealth Partners, LLC2,988$60.5 萬
Algert Global LLC2,875$58.2 萬
Bank of Hawaii2,522$51.0 萬
TrimTabs Asset Management, LLC2,393$48.4 萬
Leuthold Group, LLC1,989$40.3 萬
Edgestream Partners, L.P.1,988$40.2 萬
Y-Intercept (Hong Kong) Ltd1,976$40.0 萬
Inceptionr LLC1,931$39.1 萬
Rockefeller Capital Management L.P.1,893$38.3 萬
Banco Santander, S.A.1,811$36.7 萬
HighVista Strategies LLC1,700$34.4 萬
Level Four Advisory Services, LLC1,641$33.2 萬
Lombard Odier Asset Management (Switzerland) SA1,606$32.5 萬
XTX Topco Ltd1,478$29.9 萬
Prelude Capital Management, LLC1,435$29.0 萬
Wolverine Trading, LLC1,404$27.9 萬
Nebula Research & Development LLC1,369$27.7 萬
Belpointe Asset Management LLC1,366$27.7 萬
Graham Capital Management, L.P.1,345$27.2 萬
Abn Amro Investment Solutions1,205$24.4 萬
BTC Capital Management, Inc.1,197$24.1 萬
Point72 Middle East FZE1,064$21.5 萬
Beacon Pointe Advisors, LLC1,060$21.5 萬
Oppenheimer & Co Inc1,036$21.0 萬
SG Americas Securities, LLC1,019$20.6 萬
AE Wealth Management LLC1,012$20.5 萬
Kapitalo Investimentos Ltda671$13.6 萬
C M Bidwell & Associates Ltd513$10.4 萬
Counterpoint Mutual Funds LLC507$10.3 萬
Machina Capital S.A.S.500$10.1 萬
Ellevest, Inc.340$6.88 萬
Industrial Alliance Investment Management Inc.203$4.10 萬
Whittier Trust Co201$4.07 萬
Toth Financial Advisory Corp129$2.61 萬
TFC Financial Management74$1.50 萬
TCI Wealth Advisors, Inc.73$1.48 萬
Avalon Trust Co73$1.48 萬
Schubert & Co35$7,084
Oliver Lagore Vanvalin Investment Group27$5,465
Grey Fox Wealth Advisors, LLC17$3,446
Syverson Strege & Co12$2,429
Old North State Trust, LLC12$2,000
Moisand Fitzgerald Tamayo, LLC5$1,012
Sutton Wealth Advisors Inc.5$1,012
TD Ameritrade Investment Management, LLC7$1,000
Carolinas Wealth Consulting LLC4$810

尚未申報 2023 年第 2 季的機構（4 家）

2023 年第 1 季季末持有 LPL Financial Holdings Inc.、還沒有申報 2023 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 1 季持有 LPLA、尚未申報 2023 年第 2 季的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Kula Investments, LLC3,393$68.7 萬
Stonnington Group, LLC3,000$59.8 萬
CTC Capital Management, LLC1,150$23.3 萬
Householder Group Estate & Retirement Specialist, LLC9$2,000