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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 2,156 | $51.2 萬 | 0.05% | +2,156 | 新進 |
| NBC Securities, Inc. | 2,203 | $52.3 萬 | 0.06% | +2,203 | 新進 |
| Metis Global Partners, LLC | 2,202 | $52.3 萬 | 0.03% | +117+5.6% | 加碼 |
| Ironwood Investment Counsel, LLC | 2,210 | $52.5 萬 | 0.12% | 00.0% | 不變 |
| National Asset Management, Inc. | 2,211 | $52.5 萬 | 0.01% | +858+63.4% | 加碼 |
| XML Financial, LLC | 2,211 | $52.6 萬 | 0.06% | +10.0% | 加碼 |
| Hamilton Capital Partners Inc. | 2,237 | $53.2 萬 | 0.19% | +47+2.1% | 加碼 |
| London Co of Virginia | 2,270 | $53.9 萬 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 2,351 | $55.9 萬 | 0.00% | +2,351 | 新進 |
| Parallel Advisors, LLC | 2,352 | $55.9 萬 | 0.02% | +43+1.9% | 加碼 |
| FDx Advisors, Inc. | 2,401 | $57.1 萬 | 0.05% | −3,443−58.9% | 減碼 |
| McMahon Financial Advisors, LLC | 2,431 | $57.8 萬 | 0.18% | +2,431 | 新進 |
| West Tower Group, LLC | 2,452 | $58.3 萬 | 0.31% | +2,452 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,456 | $58.4 萬 | 0.00% | 00.0% | 不變 |
| Genus Capital Management Inc. | 2,500 | $59.4 萬 | 0.09% | 00.0% | 不變 |
| Verition Fund Management LLC | 2,582 | $61.4 萬 | 0.01% | +406+18.7% | 加碼 |
| Ossiam | 2,649 | $63.0 萬 | 0.01% | −29,377−91.7% | 減碼 |
| Concorde Asset Management, LLC | 2,684 | $63.8 萬 | 0.57% | +11+0.4% | 加碼 |
| Inceptionr LLC | 2,719 | $64.6 萬 | 0.37% | +2,719 | 新進 |
| Stratos Wealth Partners, LTD. | 2,734 | $65.0 萬 | 0.01% | −69−2.5% | 減碼 |
| Axxcess Wealth Management, LLC | 2,744 | $65.2 萬 | 0.02% | +137+5.3% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 2,748 | $65.3 萬 | 0.03% | +2,748 | 新進 |
| The PNC Financial Services Group, Inc. | 2,828 | $67.2 萬 | 0.00% | −86−3.0% | 減碼 |
| Alps Advisors Inc | 2,837 | $67.4 萬 | 0.01% | +725+34.3% | 加碼 |
| ACT Advisors, LLC. | 2,900 | $68.9 萬 | 0.43% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 2,930 | $69.6 萬 | 0.02% | +2,930 | 新進 |
| Banque Cantonale Vaudoise | 2,952 | $70.2 萬 | 0.04% | −2,248−43.2% | 減碼 |
| Transamerica Financial Advisors, Inc. | 2,958 | $70.3 萬 | 0.10% | −244−7.6% | 減碼 |
| Bessemer Group Inc | 3,006 | $71.4 萬 | 0.00% | −47−1.5% | 減碼 |
| IHT Wealth Management, LLC | 3,043 | $72.3 萬 | 0.04% | +78+2.6% | 加碼 |
| Commonwealth Equity Services, LLC | 3,077 | $73.1 萬 | 0.00% | +489+18.9% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 3,083 | $73.3 萬 | 0.01% | +520+20.3% | 加碼 |
| LVW Advisors, LLC | 3,163 | $75.2 萬 | 0.16% | −338−9.7% | 減碼 |
| Creative Planning | 3,200 | $76.0 萬 | 0.00% | +698+27.9% | 加碼 |
| Engineers Gate Manager LP | 3,217 | $76.5 萬 | 0.03% | −3,960−55.2% | 減碼 |
| Fulton Bank, N.A. | 3,217 | $76.5 萬 | 0.04% | −140−4.2% | 減碼 |
| Argent Capital Management LLC | 3,250 | $77.2 萬 | 0.03% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 3,254 | $77.3 萬 | 0.10% | +420+14.8% | 加碼 |
| ProShare Advisors LLC | 3,271 | $77.7 萬 | 0.00% | +3,271 | 新進 |
| Vetamer Capital Management, L.P. | 3,337 | $79.3 萬 | 1.46% | +865+35.0% | 加碼 |
| Emerald Advisers, LLC | 3,339 | $79.4 萬 | 0.04% | +3,339 | 新進 |
| Yarbrough Capital, LLC | 3,361 | $79.9 萬 | 0.05% | +1,481+78.8% | 加碼 |
| Globeflex Capital L P | 3,368 | $80.0 萬 | 0.09% | −218−6.1% | 減碼 |
| E. Ohman J:or Asset Management AB | 3,400 | $80.8 萬 | 0.03% | −300−8.1% | 減碼 |
| Colony Group LLC | 3,403 | $80.9 萬 | 0.01% | −7−0.2% | 減碼 |
| Magnetar Financial LLC | 3,426 | $81.4 萬 | 0.02% | +1,578+85.4% | 加碼 |
| Integrated Wealth Concepts LLC | 3,430 | $81.5 萬 | 0.01% | +343+11.1% | 加碼 |
| Pittenger & Anderson Inc | 3,432 | $81.6 萬 | 0.04% | +397+13.1% | 加碼 |
| TownSquare Capital, LLC | 3,433 | $81.6 萬 | 0.01% | +617+21.9% | 加碼 |
| Baird Financial Group, Inc. | 3,459 | $82.2 萬 | 0.00% | +18+0.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 3,476 | $82.6 萬 | 0.01% | −46,148−93.0% | 減碼 |
| Ostrum Asset Management | 3,481 | $82.7 萬 | 0.08% | −24−0.7% | 減碼 |
| Castleark Management LLC | 3,675 | $87.3 萬 | 0.04% | −10−0.3% | 減碼 |
| Advisors Asset Management, Inc. | 3,749 | $89.1 萬 | 0.02% | −1,299−25.7% | 減碼 |
| KB Financial Partners, LLC | 3,796 | $90.2 萬 | 0.26% | +6+0.2% | 加碼 |
| Resources Investment Advisors, LLC. | 3,804 | $90.4 萬 | 0.02% | +10+0.3% | 加碼 |
| GWM Advisors LLC | 3,806 | $90.4 萬 | 0.01% | +1,947+104.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 3,810 | $90.5 萬 | 0.01% | −216−5.4% | 減碼 |
| Vestcor Inc | 3,822 | $90.8 萬 | 0.03% | −267−6.5% | 減碼 |
| Ritholtz Wealth Management | 3,833 | $91.1 萬 | 0.04% | +233+6.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 3,908 | $92.7 萬 | 0.02% | −421−9.7% | 減碼 |
| Mercer Global Advisors Inc | 3,982 | $94.6 萬 | 0.00% | +1,359+51.8% | 加碼 |
| Schroder Investment Management Group | 3,983 | $94.7 萬 | 0.00% | +1,777+80.6% | 加碼 |
| Alera Investment Advisors, LLC | 4,053 | $96.3 萬 | 0.16% | −15−0.4% | 減碼 |
| Nomura Holdings Inc | 4,166 | $99.0 萬 | 0.01% | −406−8.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 4,189 | $99.6 萬 | 0.01% | −1,958−31.9% | 減碼 |
| Shell Asset Management Co | 4,206 | $100.0 萬 | 0.04% | −99−2.3% | 減碼 |
| Brinker Capital Investments, LLC | 4,218 | $100.2 萬 | 0.01% | −540−11.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 4,218 | $100.2 萬 | 0.01% | −540−11.3% | 減碼 |
| Proequities, Inc. | 4,224 | $100.4 萬 | 0.08% | −283−6.3% | 減碼 |
| SkyView Investment Advisors, LLC | 4,227 | $100.5 萬 | 0.41% | +104+2.5% | 加碼 |
| Navellier & Associates Inc | 4,233 | $100.6 萬 | 0.17% | +211+5.2% | 加碼 |
| Penserra Capital Management LLC | 4,240 | $100.6 萬 | 0.02% | +3,848+981.6% | 加碼 |
| Advisor Partners II, LLC | 4,349 | $103.4 萬 | 0.04% | +492+12.8% | 加碼 |
| Paragon Advisors, LLC | 4,370 | $103.8 萬 | 0.43% | −2,431−35.7% | 減碼 |
| Two Sigma Investments, LP | 4,400 | $104.6 萬 | 0.00% | 00.0% | 不變 |
| Aureus Asset Management, LLC | 4,455 | $105.9 萬 | 0.09% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 4,456 | $105.9 萬 | 0.01% | +428+10.6% | 加碼 |
| Integrated Investment Consultants, LLC | 4,462 | $106.0 萬 | 0.39% | +1,678+60.3% | 加碼 |
| Cornercap Investment Counsel Inc | 4,466 | $106.1 萬 | 0.19% | +79+1.8% | 加碼 |
| Banque Pictet & Cie SA | 4,588 | $109.0 萬 | 0.01% | −429−8.6% | 減碼 |
| Centiva Capital, LP | 4,589 | $109.1 萬 | 0.05% | +4,589 | 新進 |
| Axq Capital, LP | 4,600 | $109.3 萬 | 0.38% | +4,600 | 新進 |
| Cipher Capital LP | 4,693 | $111.5 萬 | 0.79% | +2,649+129.6% | 加碼 |
| Summit Global Investments | 4,736 | $112.6 萬 | 0.07% | −19,545−80.5% | 減碼 |
| MetLife Investment Management | 4,795 | $114.0 萬 | 0.01% | +20.0% | 加碼 |
| Bleakley Financial Group, LLC | 4,803 | $114.1 萬 | 0.04% | +198+4.3% | 加碼 |
| Ethic Inc. | 4,912 | $116.7 萬 | 0.04% | +769+18.6% | 加碼 |
| Independent Advisor Alliance | 4,929 | $117.1 萬 | 0.05% | +131+2.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 4,957 | $117.8 萬 | 0.00% | +2,222+81.2% | 加碼 |
| M&T Bank Corp | 4,981 | $118.4 萬 | 0.00% | +34+0.7% | 加碼 |
| Advisor OS, LLC | 4,982 | $118.4 萬 | 0.18% | +181+3.8% | 加碼 |
| Gateway Investment Advisers LLC | 4,995 | $118.7 萬 | 0.01% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 5,131 | $121.9 萬 | 0.01% | −1,198−18.9% | 減碼 |
| QRG Capital Management, Inc. | 5,208 | $123.8 萬 | 0.02% | +5,208 | 新進 |
| Financial Advocates Investment Management | 5,300 | $125.9 萬 | 0.09% | +23+0.4% | 加碼 |
| Estate Counselors, LLC | 5,310 | $126.2 萬 | 0.17% | +20+0.4% | 加碼 |
| King Luther Capital Management Corp | 5,319 | $126.4 萬 | 0.01% | −62−1.2% | 減碼 |
| CenterBook Partners LP | 5,389 | $128.1 萬 | 0.16% | −2,369−30.5% | 減碼 |
| Kennedy Capital Management, Inc. | 5,400 | $128.3 萬 | 0.03% | +746+16.0% | 加碼 |