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 |
|---|---|---|---|---|---|
| MAI Capital Management | 6,171 | $134.2 萬 | 0.02% | −2,024−24.7% | 減碼 |
| Kestra Advisory Services, LLC | 6,329 | $137.6 萬 | 0.01% | +580+10.1% | 加碼 |
| DRW Securities, LLC | 6,500 | $141.3 萬 | 0.11% | +6,500 | 新進 |
| HighTower Advisors, LLC | 6,601 | $143.5 萬 | 0.00% | −4,194−38.9% | 減碼 |
| Federated Hermes, Inc. | 6,616 | $143.9 萬 | 0.00% | −28,983−81.4% | 減碼 |
| Dark Forest Capital Management LP | 6,632 | $144.2 萬 | 0.15% | +6,632 | 新進 |
| Paragon Advisors, LLC | 6,801 | $147.8 萬 | 0.48% | −5,301−43.8% | 減碼 |
| Dana Investment Advisors, Inc. | 6,838 | $148.7 萬 | 0.07% | −1,307−16.0% | 減碼 |
| Sterling Group Wealth Management, LLC | 6,992 | $152.0 萬 | 1.32% | +5+0.1% | 加碼 |
| Cetera Advisor Networks LLC | 7,081 | $154.0 萬 | 0.01% | +497+7.5% | 加碼 |
| New York State Teachers Retirement System | 7,100 | $154.4 萬 | 0.00% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 7,103 | $154.4 萬 | 0.01% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 7,156 | $155.6 萬 | 0.04% | −4,584−39.0% | 減碼 |
| Engineers Gate Manager LP | 7,177 | $156.0 萬 | 0.06% | −30,522−81.0% | 減碼 |
| PEAK6 Investments LLC | 7,213 | $156.8 萬 | 0.13% | +7,177+19,936.1% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 7,225 | $157.1 萬 | 0.10% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 7,247 | $157.6 萬 | 0.48% | +275+3.9% | 加碼 |
| Sumitomo Life Insurance Co | 7,361 | $160.1 萬 | 0.07% | +72+1.0% | 加碼 |
| Pitcairn Co | 7,452 | $162.0 萬 | 0.14% | −24−0.3% | 減碼 |
| Redwood Investment Management, LLC | 7,580 | $164.8 萬 | 0.17% | +7,580 | 新進 |
| Cinctive Capital Management LP | 7,622 | $165.7 萬 | 0.06% | +7,622 | 新進 |
| Mariner, LLC | 7,652 | $166.4 萬 | 0.00% | +225+3.0% | 加碼 |
| Clark Capital Management Group, Inc. | 7,658 | $166.5 萬 | 0.01% | −818−9.7% | 減碼 |
| CenterBook Partners LP | 7,758 | $168.7 萬 | 0.21% | +7,758 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 7,931 | $172.4 萬 | 0.17% | −18−0.2% | 減碼 |
| Neuberger Berman Group LLC | 7,967 | $173.2 萬 | 0.00% | +904+12.8% | 加碼 |
| Eqis Capital Management, Inc. | 7,998 | $173.9 萬 | 0.20% | −1,283−13.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 8,018 | $174.3 萬 | 0.04% | −2,531−24.0% | 減碼 |
| Nissay Asset Management Corp | 8,348 | $181.5 萬 | 0.02% | −194−2.3% | 減碼 |
| Blackhawk Capital Partners LLC. | 8,399 | $182.6 萬 | 1.27% | +2,987+55.2% | 加碼 |
| Yorktown Management & Research Co Inc | 8,400 | $182.6 萬 | 1.96% | −2,300−21.5% | 減碼 |
| First Hawaiian Bank | 8,411 | $182.9 萬 | 0.06% | −1,758−17.3% | 減碼 |
| Mackenzie Financial Corp | 8,398 | $185.2 萬 | 0.00% | −5,174−38.1% | 減碼 |
| Flynn Zito Capital Management, LLC | 8,634 | $187.7 萬 | 1.27% | 00.0% | 不變 |
| Sirios Capital Management L P | 8,701 | $189.2 萬 | 0.33% | −39,408−81.9% | 減碼 |
| Kames Capital plc | 8,834 | $191.9 萬 | 0.03% | −245−2.7% | 減碼 |
| Laurion Capital Management LP | 8,887 | $193.2 萬 | 0.08% | +3,957+80.3% | 加碼 |
| Moran Wealth Management, LLC | 8,987 | $195.4 萬 | 0.07% | −333−3.6% | 減碼 |
| Amalgamated Bank | 9,102 | $197.9 萬 | 0.02% | −8,142−47.2% | 減碼 |
| Daiwa Securities Group Inc. | 9,262 | $201.4 萬 | 0.01% | −394−4.1% | 減碼 |
| Advisory Services Network, LLC | 9,576 | $208.2 萬 | 0.06% | +10+0.1% | 加碼 |
| JustInvest LLC | 9,593 | $208.6 萬 | 0.06% | +423+4.6% | 加碼 |
| Caldwell Trust Co | 9,666 | $210.2 萬 | 0.27% | −204−2.1% | 減碼 |
| Public Sector Pension Investment Board | 9,754 | $212.1 萬 | 0.02% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 9,798 | $213.0 萬 | 0.01% | 00.0% | 不變 |
| Quantinno Capital Management LP | 10,072 | $219.0 萬 | 0.13% | +3,999+65.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 10,103 | $219.7 萬 | 0.00% | −8,528−45.8% | 減碼 |
| Retirement Capital Strategies | 10,111 | $219.8 萬 | 1.01% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 10,133 | $220.4 萬 | 0.00% | −1,204−10.6% | 減碼 |
| CWM Advisors, LLC | 10,149 | $220.7 萬 | 0.27% | −4,093−28.7% | 減碼 |
| Silvant Capital Management LLC | 10,224 | $222.3 萬 | 0.13% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 10,333 | $224.7 萬 | 0.02% | −6,291−37.8% | 減碼 |
| Symphony Financial, Ltd. Co. | 10,751 | $234.3 萬 | 0.58% | 00.0% | 不變 |
| Xponance, Inc. | 11,025 | $239.7 萬 | 0.03% | +141+1.3% | 加碼 |
| Atria Investments LLC | 11,161 | $242.7 萬 | 0.04% | −258−2.3% | 減碼 |
| Bridgeway Capital Management, LLC | 11,290 | $245.5 萬 | 0.06% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 11,539 | $250.9 萬 | 0.04% | −75−0.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 11,618 | $252.6 萬 | 0.01% | −55,606−82.7% | 減碼 |
| CIBC World Markets Inc. | 12,762 | $277.5 萬 | 0.01% | +139+1.1% | 加碼 |
| EFG Asset Management (Americas) Corp. | 12,986 | $282.4 萬 | 0.65% | +682+5.5% | 加碼 |
| Efg Capital International Corp. | 12,986 | $282.4 萬 | 0.65% | +12,986 | 新進 |
| Blair William & Co | 13,011 | $282.9 萬 | 0.01% | +13,011 | 新進 |
| Voloridge Investment Management, LLC | 13,135 | $285.6 萬 | 0.01% | −60,836−82.2% | 減碼 |
| Utah Retirement Systems | 13,417 | $291.7 萬 | 0.04% | −700−5.0% | 減碼 |
| Allianz Asset Management GmbH | 13,609 | $295.9 萬 | 0.01% | −5,008−26.9% | 減碼 |
| Winton Group Ltd | 13,684 | $297.5 萬 | 0.25% | +13,684 | 新進 |
| CIBC Asset Management Inc | 13,702 | $297.9 萬 | 0.01% | −181,235−93.0% | 減碼 |
| Tudor Investment Corp Et Al | 13,725 | $298.4 萬 | 0.05% | +13,725 | 新進 |
| Van Eck Associates Corp | 13,876 | $301.7 萬 | 0.01% | +13,876 | 新進 |
| Swedbank AB | 13,985 | $304.1 萬 | 0.01% | −19,442−58.2% | 減碼 |
| Handelsbanken Fonder AB | 14,081 | $306.2 萬 | 0.02% | +2,400+20.5% | 加碼 |
| Tredje AP-fonden | 14,191 | $308.6 萬 | 0.04% | −2,688−15.9% | 減碼 |
| Verdence Capital Advisors LLC | 14,682 | $319.2 萬 | 0.37% | −155−1.0% | 減碼 |
| DnB Asset Management AS | 14,794 | $321.7 萬 | 0.02% | −250−1.7% | 減碼 |
| National Bank of Canada | 15,255 | $336.1 萬 | 0.01% | +3,803+33.2% | 加碼 |
| Captrust Financial Advisors | 15,485 | $336.7 萬 | 0.01% | +543+3.6% | 加碼 |
| TD Private Client Wealth LLC | 15,488 | $336.8 萬 | 0.15% | +3,761+32.1% | 加碼 |
| BlueMar Capital Management, LLC | 15,667 | $340.6 萬 | 3.27% | +12,527+398.9% | 加碼 |
| NewEdge Wealth, LLC | 15,670 | $340.7 萬 | 0.11% | +482+3.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 15,739 | $342.2 萬 | 0.02% | +2,216+16.4% | 加碼 |
| Principal Financial Group Inc | 15,798 | $343.5 萬 | 0.00% | +5,513+53.6% | 加碼 |
| APG Asset Management N.V. | 17,400 | $346.8 萬 | 0.01% | −10,500−37.6% | 減碼 |
| IFM Investors Pty Ltd | 16,380 | $356.2 萬 | 0.05% | −562−3.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,405 | $356.7 萬 | 0.05% | −165−1.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 16,500 | $358.8 萬 | 0.02% | +8,304+101.3% | 加碼 |
| Cornerstone Wealth Management, LLC | 16,596 | $360.8 萬 | 0.32% | −74−0.4% | 減碼 |
| Beacon Investment Advisors LLC | 16,623 | $361.4 萬 | 2.47% | +11,794+244.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 16,661 | $362.3 萬 | 0.01% | −97,476−85.4% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 16,922 | $368.1 萬 | 0.25% | +4,421+35.4% | 加碼 |
| Illinois Municipal Retirement Fund | 17,742 | $385.8 萬 | 0.08% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 18,064 | $392.8 萬 | 0.06% | −779−4.1% | 減碼 |
| Strategic Global Advisors, LLC | 18,093 | $393.4 萬 | 0.61% | −1,215−6.3% | 減碼 |
| Gradient Investments LLC | 18,637 | $405.2 萬 | 0.10% | +3,056+19.6% | 加碼 |
| Toronto Dominion Bank | 18,872 | $410.0 萬 | 0.01% | −3,201−14.5% | 減碼 |
| Macquarie Group Ltd | 18,882 | $410.6 萬 | 0.00% | +11,837+168.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 19,057 | $414.4 萬 | 0.01% | −141,072−88.1% | 減碼 |
| Snowden Capital Advisors LLC | 19,543 | $424.9 萬 | 0.15% | +784+4.2% | 加碼 |
| MML Investors Services, LLC | 20,098 | $437.0 萬 | 0.02% | +2,555+14.6% | 加碼 |
| James Investment Research Inc | 20,476 | $445.2 萬 | 0.57% | −1,237−5.7% | 減碼 |
| Winthrop Advisory Group LLC | 20,925 | $455.0 萬 | 0.73% | −10.0% | 減碼 |