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 |
|---|---|---|---|---|---|
| Ironwood Investment Counsel, LLC | 2,210 | $48.1 萬 | 0.11% | 00.0% | 不變 |
| London Co of Virginia | 2,270 | $49.4 萬 | 0.00% | 00.0% | 不變 |
| Cannon Global Investment Management, LLC | 2,300 | $50.0 萬 | 2.60% | +2,300 | 新進 |
| Parallel Advisors, LLC | 2,309 | $50.2 萬 | 0.02% | −72−3.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,456 | $53.4 萬 | 0.00% | −4,565−65.0% | 減碼 |
| Vetamer Capital Management, L.P. | 2,472 | $53.7 萬 | 0.83% | +2,472 | 新進 |
| Genus Capital Management Inc. | 2,500 | $54.4 萬 | 0.08% | +2,500 | 新進 |
| Creative Planning | 2,502 | $54.4 萬 | 0.00% | +89+3.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 2,563 | $55.7 萬 | 0.01% | +1,093+74.4% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 2,577 | $56.0 萬 | 0.13% | +85+3.4% | 加碼 |
| Commonwealth Equity Services, LLC | 2,588 | $56.3 萬 | 0.00% | +60+2.4% | 加碼 |
| Axxcess Wealth Management, LLC | 2,607 | $56.7 萬 | 0.04% | +178+7.3% | 加碼 |
| Mercer Global Advisors Inc | 2,623 | $57.0 萬 | 0.00% | −70−2.6% | 減碼 |
| Concorde Asset Management, LLC | 2,673 | $58.1 萬 | 0.54% | +2,673 | 新進 |
| Fox Run Management, L.L.C. | 2,700 | $58.7 萬 | 0.17% | +1,667+161.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,735 | $59.5 萬 | 0.00% | −458−14.3% | 減碼 |
| Boothbay Fund Management, LLC | 2,769 | $60.2 萬 | 0.02% | +449+19.4% | 加碼 |
| Integrated Investment Consultants, LLC | 2,784 | $60.5 萬 | 0.19% | +91+3.4% | 加碼 |
| Change Path, LLC | 2,788 | $60.6 萬 | 0.03% | +569+25.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 2,803 | $61.0 萬 | 0.01% | +179+6.8% | 加碼 |
| TownSquare Capital, LLC | 2,816 | $61.2 萬 | 0.01% | +344+13.9% | 加碼 |
| Anchor Investment Management, LLC | 2,834 | $61.6 萬 | 0.08% | +2,834 | 新進 |
| ACT Advisors, LLC. | 2,900 | $63.1 萬 | 0.42% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 2,914 | $63.4 萬 | 0.00% | −617−17.5% | 減碼 |
| Foresight Global Investors, Inc. | 2,960 | $64.4 萬 | 0.35% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 2,965 | $64.5 萬 | 0.03% | +237+8.7% | 加碼 |
| Versor Investments LP | 2,970 | $64.6 萬 | 0.11% | −445−13.0% | 減碼 |
| Pittenger & Anderson Inc | 3,035 | $66.0 萬 | 0.03% | −705−18.9% | 減碼 |
| Bessemer Group Inc | 3,053 | $66.4 萬 | 0.00% | −162−5.0% | 減碼 |
| Integrated Wealth Concepts LLC | 3,087 | $67.1 萬 | 0.01% | +3,087 | 新進 |
| Jefferies Financial Group Inc. | 3,100 | $67.4 萬 | 0.01% | −1,075−25.7% | 減碼 |
| Lazard Asset Management LLC | 3,120 | $67.7 萬 | 0.00% | −4,636−59.8% | 減碼 |
| Argent Trust Co | 3,190 | $69.4 萬 | 0.04% | −179−5.3% | 減碼 |
| Transamerica Financial Advisors, Inc. | 3,202 | $69.7 萬 | 0.09% | +533+20.0% | 加碼 |
| Argent Capital Management LLC | 3,250 | $70.7 萬 | 0.02% | −1,036−24.2% | 減碼 |
| Compagnie Lombard Odier SCmA | 3,333 | $72.5 萬 | 0.02% | −3,322−49.9% | 減碼 |
| Fulton Bank, N.A. | 3,357 | $73.0 萬 | 0.04% | −2,541−43.1% | 減碼 |
| Colony Group LLC | 3,410 | $74.1 萬 | 0.01% | +7+0.2% | 加碼 |
| Stelac Advisory Services LLC | 3,437 | $74.7 萬 | 0.33% | −197−5.4% | 減碼 |
| Baird Financial Group, Inc. | 3,441 | $74.8 萬 | 0.00% | −146−4.1% | 減碼 |
| LVW Advisors, LLC | 3,501 | $76.1 萬 | 0.15% | 00.0% | 不變 |
| Ostrum Asset Management | 3,505 | $76.2 萬 | 0.06% | +3+0.1% | 加碼 |
| Globeflex Capital L P | 3,586 | $78.0 萬 | 0.09% | +1,500+71.9% | 加碼 |
| Ritholtz Wealth Management | 3,600 | $78.3 萬 | 0.04% | −181−4.8% | 減碼 |
| Castleark Management LLC | 3,685 | $80.1 萬 | 0.04% | +1,040+39.3% | 加碼 |
| E. Ohman J:or Asset Management AB | 3,700 | $80.4 萬 | 0.03% | 00.0% | 不變 |
| KB Financial Partners, LLC | 3,790 | $82.4 萬 | 0.23% | −10−0.3% | 減碼 |
| Resources Investment Advisors, LLC. | 3,794 | $82.5 萬 | 0.02% | −8−0.2% | 減碼 |
| Advisor Partners II, LLC | 3,857 | $83.9 萬 | 0.04% | +3,857 | 新進 |
| Navellier & Associates Inc | 4,022 | $87.5 萬 | 0.17% | +348+9.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 4,026 | $87.5 萬 | 0.01% | +139+3.6% | 加碼 |
| Cresset Asset Management, LLC | 4,028 | $87.6 萬 | 0.01% | +4,028 | 新進 |
| Alera Investment Advisors, LLC | 4,068 | $88.5 萬 | 0.19% | +172+4.4% | 加碼 |
| Vestcor Inc | 4,089 | $88.9 萬 | 0.03% | −16−0.4% | 減碼 |
| SkyView Investment Advisors, LLC | 4,123 | $89.6 萬 | 0.22% | −26−0.6% | 減碼 |
| Ethic Inc. | 4,143 | $90.1 萬 | 0.03% | −717−14.8% | 減碼 |
| Meeder Asset Management Inc | 4,281 | $93.1 萬 | 0.07% | +4,281 | 新進 |
| Shell Asset Management Co | 4,305 | $93.6 萬 | 0.04% | −518−10.7% | 減碼 |
| Investment Management Corp of Ontario | 4,355 | $94.7 萬 | 0.04% | −2,898−40.0% | 減碼 |
| Cornercap Investment Counsel Inc | 4,387 | $95.4 萬 | 0.17% | +473+12.1% | 加碼 |
| Two Sigma Investments, LP | 4,400 | $95.7 萬 | 0.00% | −2,902−39.7% | 減碼 |
| Aureus Asset Management, LLC | 4,455 | $96.9 萬 | 0.07% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 4,505 | $98.0 萬 | 0.03% | −63−1.4% | 減碼 |
| Proequities, Inc. | 4,507 | $98.0 萬 | 0.07% | −11−0.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 4,329 | $98.2 萬 | 0.02% | −2,733−38.7% | 減碼 |
| Nomura Holdings Inc | 4,572 | $99.4 萬 | 0.01% | −5,387−54.1% | 減碼 |
| Bleakley Financial Group, LLC | 4,605 | $100.1 萬 | 0.03% | +79+1.7% | 加碼 |
| Kennedy Capital Management, Inc. | 4,654 | $101.2 萬 | 0.02% | +2,197+89.4% | 加碼 |
| Gsa Capital Partners LLP | 4,744 | $103.1 萬 | 0.10% | +4,744 | 新進 |
| Brinker Capital Investments, LLC | 4,758 | $103.4 萬 | 0.01% | +4,758 | 新進 |
| Orion Portfolio Solutions, LLC | 4,758 | $103.4 萬 | 0.01% | +4,758 | 新進 |
| MetLife Investment Management | 4,793 | $104.2 萬 | 0.01% | −31−0.6% | 減碼 |
| Independent Advisor Alliance | 4,798 | $104.3 萬 | 0.05% | +292+6.5% | 加碼 |
| Advisor OS, LLC | 4,801 | $104.4 萬 | 0.17% | +111+2.4% | 加碼 |
| M&T Bank Corp | 4,947 | $107.6 萬 | 0.00% | −84−1.7% | 減碼 |
| Gateway Investment Advisers LLC | 4,995 | $108.6 萬 | 0.01% | −5,329−51.6% | 減碼 |
| Banque Pictet & Cie SA | 5,017 | $109.1 萬 | 0.01% | +5,017 | 新進 |
| Advisors Asset Management, Inc. | 5,048 | $109.8 萬 | 0.02% | −50−1.0% | 減碼 |
| Cerity Partners LLC | 5,156 | $112.1 萬 | 0.00% | +1,336+35.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 5,187 | $112.8 萬 | 0.00% | −165−3.1% | 減碼 |
| Banque Cantonale Vaudoise | 5,200 | $113.0 萬 | 0.05% | −4,200−44.7% | 減碼 |
| Financial Advocates Investment Management | 5,277 | $114.7 萬 | 0.08% | −10−0.2% | 減碼 |
| Estate Counselors, LLC | 5,290 | $115.0 萬 | 0.15% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 5,328 | $115.8 萬 | 0.29% | −8−0.1% | 減碼 |
| Cetera Investment Advisers | 5,369 | $116.7 萬 | 0.01% | −354−6.2% | 減碼 |
| King Luther Capital Management Corp | 5,381 | $117.0 萬 | 0.01% | +159+3.0% | 加碼 |
| Raymond James Trust N.A. | 5,466 | $118.9 萬 | 0.03% | +1,445+35.9% | 加碼 |
| Headlands Technologies LLC | 5,621 | $122.2 萬 | 0.39% | +5,621 | 新進 |
| Van Leeuwen & Company, LLC | 5,693 | $125.5 萬 | 0.79% | −50−0.9% | 減碼 |
| Highland Capital Management, LLC | 5,797 | $126.0 萬 | 0.08% | +5,797 | 新進 |
| FDx Advisors, Inc. | 5,844 | $127.1 萬 | 0.07% | −1,436−19.7% | 減碼 |
| ExodusPoint Capital Management, LP | 5,893 | $128.1 萬 | 0.01% | −18,841−76.2% | 減碼 |
| Squarepoint Ops LLC | 5,894 | $128.2 萬 | 0.01% | −1,241−17.4% | 減碼 |
| Maryland State Retirement & Pension System | 5,954 | $129.5 萬 | 0.03% | −305−4.9% | 減碼 |
| Bridgewater Associates, LP | 5,960 | $129.6 萬 | 0.01% | +5,960 | 新進 |
| Aquila Investment Management LLC | 6,000 | $130.5 萬 | 1.07% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 6,015 | $130.8 萬 | 0.01% | −100,073−94.3% | 減碼 |
| Nicholas Investment Partners, LP | 6,039 | $131.3 萬 | 0.09% | −2,827−31.9% | 減碼 |
| Connectus Wealth, LLC | 6,042 | $131.5 萬 | 0.03% | −464−7.1% | 減碼 |
| Oregon Public Employees Retirement Fund | 6,147 | $133.7 萬 | 0.02% | −8,481−58.0% | 減碼 |