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 |
|---|---|---|---|---|---|
| Prudential PLC | 21,318 | $463.5 萬 | 0.05% | −953−4.3% | 減碼 |
| Arizona State Retirement System | 21,458 | $466.6 萬 | 0.04% | −1,684−7.3% | 減碼 |
| Phoenix Holdings Ltd. | 21,891 | $476.4 萬 | 0.10% | +5,940+37.2% | 加碼 |
| HRT Financial LP | 22,248 | $483.7 萬 | 0.05% | +22,248 | 新進 |
| Tobam | 22,426 | $487.6 萬 | 0.37% | −823−3.5% | 減碼 |
| Bullseye Asset Management LLC | 22,527 | $489.8 萬 | 2.46% | 00.0% | 不變 |
| Intech Investment Management LLC | 22,669 | $492.9 萬 | 0.05% | +926+4.3% | 加碼 |
| Private Advisor Group, LLC | 23,145 | $503.2 萬 | 0.04% | +13+0.1% | 加碼 |
| EFG Asset Management (North America) Corp. | 23,266 | $505.7 萬 | 1.09% | +605+2.7% | 加碼 |
| Thames Capital Management LLC | 23,507 | $511.1 萬 | 2.72% | +10,496+80.7% | 加碼 |
| US Bancorp | 23,944 | $520.6 萬 | 0.01% | −1,605−6.3% | 減碼 |
| Summit Global Investments | 24,281 | $527.9 萬 | 0.35% | −5,451−18.3% | 減碼 |
| Worldquant Millennium Advisors LLC | 24,686 | $536.7 萬 | 0.09% | +17,413+239.4% | 加碼 |
| Nordea Investment Management AB | 25,830 | $562.7 萬 | 0.01% | −11,839−31.4% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 26,600 | $578.4 萬 | 0.07% | +2,000+8.1% | 加碼 |
| Jane Street Group, LLC | 26,977 | $586.6 萬 | 0.01% | +12,147+81.9% | 加碼 |
| Korea Investment CORP | 27,003 | $587.1 萬 | 0.02% | −35,162−56.6% | 減碼 |
| Eagle Rock Investment Company, LLC | 26,087 | $589.1 萬 | 1.27% | +2,173+9.1% | 加碼 |
| KWB Wealth | 27,988 | $608.5 萬 | 0.96% | +130.0% | 加碼 |
| HST Ventures, LLC | 28,889 | $628.1 萬 | 3.07% | +28,889 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,076 | $632.2 萬 | 0.01% | +1,326+4.8% | 加碼 |
| Formuepleje A/S | 29,317 | $637.4 萬 | 0.56% | −1,911−6.1% | 減碼 |
| Nomura Asset Management Co Ltd | 29,960 | $651.4 萬 | 0.03% | −2,827−8.6% | 減碼 |
| Crestline Management, LP | 30,000 | $652.3 萬 | 0.71% | +30,000 | 新進 |
| Segment Wealth Management, LLC | 30,062 | $653.6 萬 | 0.67% | +24+0.1% | 加碼 |
| Asset Management One Co.,Ltd. | 30,846 | $670.7 萬 | 0.03% | −115−0.4% | 減碼 |
| Massachusetts Financial Services Co | 31,020 | $674.5 萬 | 0.00% | −23,053−42.6% | 減碼 |
| Brown Brothers Harriman & Co | 31,241 | $679.3 萬 | 0.05% | +11,930+61.8% | 加碼 |
| Swiss Life Asset Management Ltd | 31,814 | $691.7 萬 | 0.10% | −1,751−5.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,021 | $696.2 萬 | 0.03% | +1,076+3.5% | 加碼 |
| Ossiam | 32,026 | $696.3 萬 | 0.13% | +31,265+4,108.4% | 加碼 |
| KBC Group NV | 32,079 | $697.5 萬 | 0.03% | −15,762−32.9% | 減碼 |
| CI Private Wealth, LLC | 32,728 | $711.6 萬 | 0.02% | −1,466−4.3% | 減碼 |
| Andra AP-fonden | 34,000 | $739.3 萬 | 0.19% | +3,500+11.5% | 加碼 |
| Janney Montgomery Scott LLC | 34,214 | $743.9 萬 | 0.03% | +77+0.2% | 加碼 |
| Capital Fund Management S.A. | 34,527 | $750.7 萬 | 0.12% | −26,409−43.3% | 減碼 |
| Pathstone Family Office, LLC | 34,926 | $759.4 萬 | 0.11% | +515+1.5% | 加碼 |
| Advantage Alpha Capital Partners LP | 34,970 | $760.4 萬 | 1.52% | +5,237+17.6% | 加碼 |
| Hudson Bay Capital Management LP | 35,000 | $761.0 萬 | 0.08% | −15,000−30.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 35,821 | $778.9 萬 | 0.06% | −33,869−48.6% | 減碼 |
| Interval Partners, LP | 35,941 | $781.5 萬 | 0.39% | +22,099+159.7% | 加碼 |
| Brandywine Global Investment Management, LLC | 36,062 | $784.1 萬 | 0.07% | +36,062 | 新進 |
| Mn Services Vermogensbeheer B.V. | 37,400 | $813.2 萬 | 0.08% | −2,000−5.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 38,378 | $834.5 萬 | 0.32% | +221+0.6% | 加碼 |
| Community Trust & Investment Co | 39,381 | $856.3 萬 | 0.69% | +76+0.2% | 加碼 |
| Point72 Europe (London) LLP | 39,676 | $862.7 萬 | 1.26% | +18,700+89.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,095 | $871.8 萬 | 0.13% | +9,156+29.6% | 加碼 |
| Venturi Wealth Management, LLC | 40,663 | $884.1 萬 | 0.71% | +1,057+2.7% | 加碼 |
| State of Wisconsin Investment Board | 40,944 | $890.2 萬 | 0.03% | −2,552−5.9% | 減碼 |
| Pictet Asset Management SA | 41,309 | $898.2 萬 | 0.01% | +9,335+29.2% | 加碼 |
| Brant Point Investment Management LLC | 41,553 | $903.5 萬 | 2.07% | −3,108−7.0% | 減碼 |
| First Trust Advisors LP | 42,734 | $929.2 萬 | 0.01% | −66,099−60.7% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 42,627 | $931.3 萬 | 1.03% | +5,721+15.5% | 加碼 |
| Aviva PLC | 42,919 | $933.2 萬 | 0.04% | −33,286−43.7% | 減碼 |
| Advisor Group Holdings, Inc. | 43,352 | $943.8 萬 | 0.02% | −1,787−4.0% | 減碼 |
| Ameriprise Financial Inc | 43,706 | $950.4 萬 | 0.00% | +2,870+7.0% | 加碼 |
| Logan Capital Management Inc | 43,793 | $952.2 萬 | 0.46% | −2,154−4.7% | 減碼 |
| Royal London Asset Management Ltd | 43,895 | $954.1 萬 | 0.03% | +24,308+124.1% | 加碼 |
| Ensign Peak Advisors, Inc | 44,025 | $957.2 萬 | 0.02% | +1,030+2.4% | 加碼 |
| Icon Advisers Inc | 45,632 | $992.2 萬 | 2.52% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 46,225 | $1,005 萬 | 0.03% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 46,712 | $1,016 萬 | 0.03% | +2,614+5.9% | 加碼 |
| Forsta Ap-Fonden | 47,200 | $1,026 萬 | 0.11% | +5,600+13.5% | 加碼 |
| Public Employees Retirement System of Ohio | 47,725 | $1,038 萬 | 0.04% | −1,345−2.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 48,733 | $1,060 萬 | 0.03% | −8,987−15.6% | 減碼 |
| Natixis | 49,308 | $1,072 萬 | 0.09% | +49,308 | 新進 |
| Schonfeld Strategic Advisors LLC | 49,624 | $1,079 萬 | 0.09% | −18,344−27.0% | 減碼 |
| Great West Life Assurance Co | 50,184 | $1,096 萬 | 0.03% | −4,689−8.5% | 減碼 |
| Man Group plc | 50,441 | $1,097 萬 | 0.03% | – | – |
| Northwestern Mutual Wealth Management Co | 50,445 | $1,097 萬 | 0.01% | +5,003+11.0% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 51,063 | $1,110 萬 | 0.26% | +20,685+68.1% | 加碼 |
| Treasurer of the State of North Carolina | 51,835 | $1,127 萬 | 0.06% | +8,765+20.4% | 加碼 |
| Brookfield Asset Management Inc. | 52,177 | $1,134 萬 | 0.04% | +52,177 | 新進 |
| Barclays PLC | 54,099 | $1,176 萬 | 0.01% | +8,708+19.2% | 加碼 |
| Storebrand Asset Management AS | 57,568 | $1,252 萬 | 0.06% | −21,184−26.9% | 減碼 |
| Point72 Asset Management, L.P. | 57,900 | $1,259 萬 | 0.04% | +3,300+6.0% | 加碼 |
| PFS Investments Inc. | 58,632 | $1,275 萬 | 0.21% | +6,273+12.0% | 加碼 |
| Amundi | 57,901 | $1,277 萬 | 0.01% | −127,012−68.7% | 減碼 |
| Phase 2 Partners, LLC | 63,493 | $1,381 萬 | 6.26% | +23,152+57.4% | 加碼 |
| Prana Capital Management, LP | 63,829 | $1,388 萬 | 0.93% | +37,761+144.9% | 加碼 |
| Reinhart Partners, Inc. | 65,645 | $1,427 萬 | 0.72% | +1,094+1.7% | 加碼 |
| Fort Washington Investment Advisors Inc | 71,299 | $1,550 萬 | 0.11% | −150.0% | 減碼 |
| Iridian Asset Management LLC | 71,871 | $1,563 萬 | 1.45% | +19,986+38.5% | 加碼 |
| Thornburg Investment Management Inc | 72,359 | $1,573 萬 | 0.25% | −3,224−4.3% | 減碼 |
| Panagora Asset Management Inc | 72,484 | $1,576 萬 | 0.09% | +36,261+100.1% | 加碼 |
| LPL Financial LLC | 73,120 | $1,590 萬 | 0.01% | −43−0.1% | 減碼 |
| Teacher Retirement System of Texas | 73,291 | $1,594 萬 | 0.11% | −18,364−20.0% | 減碼 |
| Citigroup Inc | 77,511 | $1,685 萬 | 0.02% | +9,764+14.4% | 加碼 |
| Bank of Montreal | 83,237 | $1,813 萬 | 0.01% | −88,393−51.5% | 減碼 |
| New York State Common Retirement Fund | 86,024 | $1,870 萬 | 0.02% | −2,570−2.9% | 減碼 |
| Coronation Fund Managers Ltd. | 86,923 | $1,890 萬 | 0.51% | +8,279+10.5% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 89,371 | $1,943 萬 | 0.97% | −8,816−9.0% | 減碼 |
| UBS Group AG | 90,964 | $1,978 萬 | 0.01% | +45,665+100.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 93,265 | $2,028 萬 | 0.04% | −2,324−2.4% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 94,155 | $2,047 萬 | 0.05% | +14,527+18.2% | 加碼 |
| Heron Bay Capital Management | 94,304 | $2,050 萬 | 5.69% | +23,217+32.7% | 加碼 |
| Canada Pension Plan Investment Board | 99,745 | $2,169 萬 | 0.03% | −9,200−8.4% | 減碼 |
| Susquehanna International Group, LLP | 104,750 | $2,278 萬 | 0.04% | −74,663−41.6% | 減碼 |
| GCM Grosvenor Holdings, LLC | 105,300 | $2,290 萬 | 9.90% | 00.0% | 不變 |
| Stifel Financial Corp | 106,467 | $2,315 萬 | 0.03% | −397−0.4% | 減碼 |