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 3 季 13F 持有人
LPL Financial Holdings Inc. 在 2023/9/30 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
- 601
- 較 2023 年第 2 季 +18 家
- 持有股數
- 7,192 萬
- 較 2023 年第 2 季 −18.0 萬 (−0.2%)
- 總市值
- $171.1 億
- 較 2023 年第 2 季 +$15.1 億 (+9.7%)
- 新進機構
- 70
- 另有 248 家加碼
- 清倉機構
- 52
- 另有 195 家減碼
另有 7 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,092,610 | $16.9 億 | 0.04% | −327,529−4.4% | 減碼 |
| BlackRock Inc. | 6,344,261 | $15.1 億 | 0.04% | +66,418+1.1% | 加碼 |
| Janus Henderson Group PLC | 3,078,768 | $7.32 億 | 0.48% | −301,300−8.9% | 減碼 |
| Price T Rowe Associates Inc | 2,625,509 | $6.24 億 | 0.09% | +2,085,719+386.4% | 加碼 |
| WCM Investment Management, LLC | 2,457,027 | $5.84 億 | 1.71% | +10,182+0.4% | 加碼 |
| Capital Research Global Investors | 2,334,076 | $5.55 億 | 0.15% | +136,231+6.2% | 加碼 |
| FMR LLC | 2,272,931 | $5.40 億 | 0.05% | −153,371−6.3% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,145,780 | $5.10 億 | 1.45% | +79,869+3.9% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,840,114 | $4.37 億 | 4.22% | −162,944−8.1% | 減碼 |
| State Street Corp | 1,738,451 | $4.13 億 | 0.02% | +27,206+1.6% | 加碼 |
| Clarkston Capital Partners, LLC | 1,490,998 | $3.54 億 | 6.96% | −10,865−0.7% | 減碼 |
| Samlyn Capital, LLC | 1,379,789 | $3.28 億 | 5.80% | −463,436−25.1% | 減碼 |
| Geode Capital Management, LLC | 1,330,533 | $3.16 億 | 0.04% | +11,710+0.9% | 加碼 |
| JPMorgan Chase & Co | 1,199,577 | $2.85 億 | 0.03% | −41,074−3.3% | 減碼 |
| Bank of New York Mellon Corp | 1,099,608 | $2.61 億 | 0.06% | +161,485+17.2% | 加碼 |
| Norges Bank | 892,614 | $2.12 億 | 0.04% | −150,371−14.4% | 減碼 |
| Boston Partners | 845,127 | $2.01 億 | 0.28% | −2,333−0.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 831,134 | $1.98 億 | 0.33% | −270,445−24.6% | 減碼 |
| Standard Life Aberdeen plc | 778,764 | $1.85 億 | 0.47% | −39,823−4.9% | 減碼 |
| Eagle Asset Management Inc | 734,690 | $1.75 億 | 1.03% | −2,542−0.3% | 減碼 |
| Dimensional Fund Advisors LP | 729,004 | $1.73 億 | 0.06% | +10,531+1.5% | 加碼 |
| Darlington Partners Capital Management, LP | 722,617 | $1.72 億 | 10.57% | +17,149+2.4% | 加碼 |
| Voya Investment Management LLC | 714,970 | $1.70 億 | 0.19% | −29,100−3.9% | 減碼 |
| Nuveen Asset Management, LLC | 713,378 | $1.70 億 | 0.06% | −233,191−24.6% | 減碼 |
| Eminence Capital, LP | 698,598 | $1.66 億 | 3.29% | −85,627−10.9% | 減碼 |
| Bank of America Corp | 688,938 | $1.64 億 | 0.02% | +54,444+8.6% | 加碼 |
| ArrowMark Colorado Holdings LLC | 680,730 | $1.62 億 | 1.97% | +92,367+15.7% | 加碼 |
| Westfield Capital Management Co LP | 599,104 | $1.42 億 | 0.97% | −51,345−7.9% | 減碼 |
| Massachusetts Financial Services Co | 568,292 | $1.35 億 | 0.05% | +537,272+1,732.0% | 加碼 |
| American Century Companies Inc | 567,856 | $1.35 億 | 0.10% | +35,088+6.6% | 加碼 |
| Fairview Capital Investment Management, LLC | 508,125 | $1.21 億 | 7.73% | −5,613−1.1% | 減碼 |
| Morgan Stanley | 500,432 | $1.19 億 | 0.01% | −117,787−19.1% | 減碼 |
| Northern Trust Corp | 498,405 | $1.18 億 | 0.02% | +31,402+6.7% | 加碼 |
| Wells Fargo & Company | 484,352 | $1.15 億 | 0.04% | +54,384+12.6% | 加碼 |
| First Pacific Advisors, LP | 480,645 | $1.14 億 | 1.79% | −855−0.2% | 減碼 |
| UBS Asset Management Americas Inc | 464,974 | $1.11 億 | 0.05% | +181,024+63.8% | 加碼 |
| Canada Pension Plan Investment Board | 456,990 | $1.09 億 | 0.16% | +357,245+358.2% | 加碼 |
| Holocene Advisors, LP | 436,086 | $1.04 億 | 0.46% | +72,035+19.8% | 加碼 |
| Invesco Ltd. | 424,786 | $1.01 億 | 0.03% | +79,632+23.1% | 加碼 |
| Alliancebernstein L.P. | 421,699 | $1.00 億 | 0.04% | −44,046−9.5% | 減碼 |
| Junto Capital Management LP | 413,397 | $9,824 萬 | 2.33% | −137,158−24.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 411,287 | $9,774 萬 | 0.58% | +85,684+26.3% | 加碼 |
| Epoch Investment Partners, Inc. | 409,700 | $9,737 萬 | 0.62% | −10,857−2.6% | 減碼 |
| Agf Management Ltd | 408,183 | $9,700 萬 | 0.69% | 00.0% | 不變 |
| Legal & General Group Plc | 388,533 | $9,233 萬 | 0.03% | −8,524−2.1% | 減碼 |
| Raymond James & Associates | 372,531 | $8,853 萬 | 0.07% | +1,976+0.5% | 加碼 |
| Balyasny Asset Management LLC | 356,503 | $8,472 萬 | 0.24% | −120,342−25.2% | 減碼 |
| Envestnet Asset Management Inc | 337,699 | $8,025 萬 | 0.04% | +62,431+22.7% | 加碼 |
| Jackson Square Partners, LLC | 334,382 | $7,947 萬 | 2.65% | −23,102−6.5% | 減碼 |
| Goldman Sachs Group Inc | 328,690 | $7,811 萬 | 0.02% | +7,261+2.3% | 加碼 |
| Azora Capital LP | 323,148 | $7,680 萬 | 8.46% | +96,730+42.7% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 301,264 | $7,160 萬 | 0.86% | +174,205+137.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 300,610 | $7,144 萬 | 0.13% | −7,159−2.3% | 減碼 |
| Millennium Management LLC | 299,456 | $7,117 萬 | 0.07% | −257,966−46.3% | 減碼 |
| Charles Schwab Investment Management Inc | 283,932 | $6,748 萬 | 0.02% | −206,307−42.1% | 減碼 |
| Wellington Management Group LLP | 281,210 | $6,683 萬 | 0.01% | −356,979−55.9% | 減碼 |
| Ameriprise Financial Inc | 273,140 | $6,491 萬 | 0.02% | +229,434+524.9% | 加碼 |
| Franklin Resources Inc | 269,943 | $6,415 萬 | 0.03% | +55,212+25.7% | 加碼 |
| Deutsche Bank AG | 260,405 | $6,189 萬 | 0.04% | −165,679−38.9% | 減碼 |
| Artemis Investment Management LLP | 255,317 | $6,065 萬 | 0.85% | −33,531−11.6% | 減碼 |
| Royal Bank of Canada | 248,909 | $5,916 萬 | 0.02% | +92,980+59.6% | 加碼 |
| Panagora Asset Management Inc | 244,528 | $5,811 萬 | 0.36% | +172,044+237.4% | 加碼 |
| Waratah Capital Advisors Ltd. | 238,222 | $5,661 萬 | 2.60% | +238,222 | 新進 |
| Victory Capital Management Inc | 233,205 | $5,542 萬 | 0.06% | +8,570+3.8% | 加碼 |
| HM Payson & Co | 228,933 | $5,441 萬 | 1.28% | +228,933 | 新進 |
| Employees Retirement System of Texas | 218,000 | $5,181 萬 | 0.77% | +36,000+19.8% | 加碼 |
| TD Asset Management Inc | 214,577 | $5,099 萬 | 0.06% | +4,875+2.3% | 加碼 |
| North Peak Capital Management, LLC | 197,227 | $4,687 萬 | 5.77% | +197,227 | 新進 |
| Commerce Bank | 194,986 | $4,634 萬 | 0.36% | −412−0.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 194,784 | $4,629 萬 | 0.04% | −18,584−8.7% | 減碼 |
| Southpoint Capital Advisors LP | 190,000 | $4,515 萬 | 1.01% | 00.0% | 不變 |
| Trillium Asset Management, LLC | 186,432 | $4,431 萬 | 1.34% | +12,816+7.4% | 加碼 |
| HSBC Holdings PLC | 161,196 | $3,832 萬 | 0.04% | +186+0.1% | 加碼 |
| Marshall Wace, LLP | 156,127 | $3,710 萬 | 0.08% | −326,826−67.7% | 減碼 |
| Prudential Financial Inc | 155,641 | $3,699 萬 | 0.06% | +5,388+3.6% | 加碼 |
| California Public Employees Retirement System | 151,696 | $3,605 萬 | 0.03% | −1,118−0.7% | 減碼 |
| Primecap Management Co | 150,000 | $3,565 萬 | 0.03% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 145,820 | $3,465 萬 | 0.38% | −20,809−12.5% | 減碼 |
| Bank of Montreal | 132,228 | $3,272 萬 | 0.02% | +48,991+58.9% | 加碼 |
| Russell Investments Group, Ltd. | 135,389 | $3,218 萬 | 0.06% | +14,622+12.1% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 134,495 | $3,196 萬 | 0.65% | 00.0% | 不變 |
| Truist Financial Corp | 131,532 | $3,126 萬 | 0.05% | +7,953+6.4% | 加碼 |
| Credit Suisse AG | 129,796 | $3,085 萬 | 0.03% | −5,270−3.9% | 減碼 |
| SEI Investments Co | 126,948 | $3,017 萬 | 0.05% | −37,418−22.8% | 減碼 |
| California State Teachers Retirement System | 121,643 | $2,891 萬 | 0.04% | −6,551−5.1% | 減碼 |
| Korea Investment CORP | 118,057 | $2,806 萬 | 0.08% | +91,054+337.2% | 加碼 |
| UBS Group AG | 117,895 | $2,802 萬 | 0.01% | +26,931+29.6% | 加碼 |
| Rhumbline Advisers | 116,982 | $2,780 萬 | 0.03% | −851−0.7% | 減碼 |
| National Pension Service | 114,200 | $2,713 萬 | 0.04% | −11,200−8.9% | 減碼 |
| Alyeska Investment Group, L.P. | 112,055 | $2,663 萬 | 0.18% | +112,055 | 新進 |
| Bamco Inc | 110,354 | $2,623 萬 | 0.08% | +1,271+1.2% | 加碼 |
| Stifel Financial Corp | 107,772 | $2,561 萬 | 0.04% | +1,305+1.2% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 105,886 | $2,516 萬 | 0.61% | −41,685−28.2% | 減碼 |
| GCM Grosvenor Holdings, LLC | 105,300 | $2,502 萬 | 4.98% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 104,752 | $2,489 萬 | 0.06% | +11,487+12.3% | 加碼 |
| Heron Bay Capital Management | 94,741 | $2,252 萬 | 6.06% | +437+0.5% | 加碼 |
| AQR Capital Management LLC | 93,675 | $2,226 萬 | 0.05% | −48,525−34.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 86,842 | $2,064 萬 | 0.05% | −7,313−7.8% | 減碼 |
| Interval Partners, LP | 85,183 | $2,024 萬 | 0.83% | +49,242+137.0% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 85,009 | $2,020 萬 | 1.13% | −4,362−4.9% | 減碼 |