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 |
|---|---|---|---|---|---|
| La Banque Postale Asset Management SA | 5,441 | $129.3 萬 | 0.03% | −1,715−24.0% | 減碼 |
| Nordea Investment Management AB | 5,431 | $129.6 萬 | 0.00% | −20,399−79.0% | 減碼 |
| Cetera Investment Advisers | 5,474 | $130.1 萬 | 0.01% | +105+2.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 5,528 | $131.4 萬 | 0.00% | +341+6.6% | 加碼 |
| Raymond James Trust N.A. | 5,662 | $134.6 萬 | 0.04% | +196+3.6% | 加碼 |
| Van Leeuwen & Company, LLC | 5,834 | $138.6 萬 | 0.86% | +141+2.5% | 加碼 |
| Maryland State Retirement & Pension System | 5,954 | $141.5 萬 | 0.03% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 6,020 | $143.1 萬 | 0.02% | +6,020 | 新進 |
| Nicholas Investment Partners, LP | 6,039 | $143.5 萬 | 0.11% | 00.0% | 不變 |
| Connectus Wealth, LLC | 6,056 | $144.1 萬 | 0.03% | +14+0.2% | 加碼 |
| Sawtooth Solutions, LLC | 6,227 | $148.0 萬 | 0.05% | +1,722+38.2% | 加碼 |
| MAI Capital Management | 6,229 | $148.0 萬 | 0.02% | +58+0.9% | 加碼 |
| Candriam Luxembourg S.C.A. | 6,346 | $150.8 萬 | 0.01% | −29,475−82.3% | 減碼 |
| Federated Hermes, Inc. | 6,406 | $152.2 萬 | 0.00% | −210−3.2% | 減碼 |
| Versor Investments LP | 6,598 | $156.8 萬 | 0.32% | +3,628+122.2% | 加碼 |
| Redwood Investment Management, LLC | 6,665 | $158.4 萬 | 0.14% | −915−12.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 6,678 | $158.7 萬 | 0.00% | +5,495+464.5% | 加碼 |
| HighTower Advisors, LLC | 6,711 | $159.0 萬 | 0.00% | +110+1.7% | 加碼 |
| Sterling Group Wealth Management, LLC | 6,852 | $162.8 萬 | 1.54% | −140−2.0% | 減碼 |
| New York State Teachers Retirement System | 6,988 | $166.1 萬 | 0.00% | −112−1.6% | 減碼 |
| Eqis Capital Management, Inc. | 7,038 | $167.3 萬 | 0.20% | −960−12.0% | 減碼 |
| British Columbia Investment Management Corp | 7,064 | $167.9 萬 | 0.02% | −39−0.5% | 減碼 |
| Foresight Global Investors, Inc. | 7,220 | $171.6 萬 | 0.95% | +4,260+143.9% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 7,322 | $174.0 萬 | 0.58% | +75+1.0% | 加碼 |
| Gulf International Bank (UK) Ltd | 7,357 | $174.8 萬 | 0.05% | −661−8.2% | 減碼 |
| Pitcairn Co | 7,509 | $178.5 萬 | 0.15% | +57+0.8% | 加碼 |
| Neuberger Berman Group LLC | 7,516 | $178.6 萬 | 0.00% | −451−5.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 7,715 | $183.3 萬 | 0.00% | −3,903−33.6% | 減碼 |
| Cetera Advisor Networks LLC | 7,761 | $184.4 萬 | 0.01% | +680+9.6% | 加碼 |
| Mariner, LLC | 7,872 | $187.1 萬 | 0.01% | +220+2.9% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 7,902 | $187.8 萬 | 0.19% | −29−0.4% | 減碼 |
| Clark Capital Management Group, Inc. | 7,936 | $188.6 萬 | 0.02% | +278+3.6% | 加碼 |
| Yorktown Management & Research Co Inc | 7,990 | $189.9 萬 | 2.14% | −410−4.9% | 減碼 |
| Aquila Investment Management LLC | 8,000 | $190.1 萬 | 1.75% | +2,000+33.3% | 加碼 |
| Oliver Luxxe Assets LLC | 8,104 | $192.6 萬 | 0.49% | +2,776+52.1% | 加碼 |
| SG Americas Securities, LLC | 8,106 | $192.6 萬 | 0.03% | +8,106 | 新進 |
| PDT Partners, LLC | 8,107 | $192.7 萬 | 0.24% | +8,107 | 新進 |
| Advisory Services Network, LLC | 8,170 | $194.2 萬 | 0.05% | −1,406−14.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 8,288 | $197.0 萬 | 0.01% | +8,288 | 新進 |
| Blackhawk Capital Partners LLC. | 8,375 | $199.0 萬 | 1.46% | −24−0.3% | 減碼 |
| Daiwa Securities Group Inc. | 8,393 | $199.5 萬 | 0.01% | −869−9.4% | 減碼 |
| Sumitomo Life Insurance Co | 8,409 | $199.8 萬 | 0.06% | +1,048+14.2% | 加碼 |
| First Hawaiian Bank | 8,435 | $200.5 萬 | 0.07% | +24+0.3% | 加碼 |
| Nissay Asset Management Corp | 8,515 | $202.4 萬 | 0.02% | +167+2.0% | 加碼 |
| Duality Advisers, LP | 8,523 | $202.5 萬 | 0.24% | +8,523 | 新進 |
| CWM Advisors, LLC | 8,608 | $204.6 萬 | 0.26% | −1,541−15.2% | 減碼 |
| Dana Investment Advisors, Inc. | 8,628 | $205.0 萬 | 0.10% | +1,790+26.2% | 加碼 |
| Flynn Zito Capital Management, LLC | 8,634 | $205.2 萬 | 1.44% | 00.0% | 不變 |
| Prudential PLC | 8,830 | $209.8 萬 | 0.02% | −12,488−58.6% | 減碼 |
| Laurion Capital Management LP | 8,887 | $211.2 萬 | 0.06% | 00.0% | 不變 |
| Beacon Investment Advisors LLC | 9,115 | $216.6 萬 | 1.53% | −7,508−45.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 9,118 | $216.7 萬 | 0.01% | −680−6.9% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 9,292 | $220.8 萬 | 0.20% | +9,292 | 新進 |
| Mackenzie Financial Corp | 9,599 | $221.4 萬 | 0.00% | +1,201+14.3% | 加碼 |
| First Republic Investment Management, Inc. | 9,557 | $227.1 萬 | 0.01% | +9,557 | 新進 |
| Caldwell Trust Co | 9,641 | $229.1 萬 | 0.31% | −25−0.3% | 減碼 |
| Public Sector Pension Investment Board | 9,654 | $229.4 萬 | 0.02% | −100−1.0% | 減碼 |
| Compagnie Lombard Odier SCmA | 9,715 | $230.9 萬 | 0.05% | +6,382+191.5% | 加碼 |
| Park Avenue Securities LLC | 9,864 | $234.4 萬 | 0.04% | +9,864 | 新進 |
| Allianz Asset Management GmbH | 9,871 | $234.6 萬 | 0.00% | −3,738−27.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 9,899 | $235.4 萬 | 0.01% | −234−2.3% | 減碼 |
| JustInvest LLC | 10,087 | $239.7 萬 | 0.07% | +494+5.1% | 加碼 |
| Retirement Capital Strategies | 10,111 | $240.3 萬 | 1.13% | 00.0% | 不變 |
| Silvant Capital Management LLC | 10,224 | $243.0 萬 | 0.15% | 00.0% | 不變 |
| Amalgamated Bank | 10,457 | $248.5 萬 | 0.02% | +1,355+14.9% | 加碼 |
| Nisa Investment Advisors, LLC | 10,752 | $255.5 萬 | 0.02% | +419+4.1% | 加碼 |
| Quantinno Capital Management LP | 10,793 | $256.5 萬 | 0.12% | +721+7.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 10,794 | $256.5 萬 | 0.01% | +691+6.8% | 加碼 |
| Xponance, Inc. | 11,139 | $264.7 萬 | 0.04% | +114+1.0% | 加碼 |
| KBC Group NV | 11,162 | $265.3 萬 | 0.01% | −20,917−65.2% | 減碼 |
| Bridgeway Capital Management, LLC | 11,340 | $269.5 萬 | 0.07% | +50+0.4% | 加碼 |
| Symphony Financial, Ltd. Co. | 11,552 | $275.1 萬 | 0.68% | +801+7.5% | 加碼 |
| Atria Investments LLC | 11,653 | $276.9 萬 | 0.05% | +492+4.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 11,670 | $277.3 萬 | 0.01% | −4,991−30.0% | 減碼 |
| Bank of Nova Scotia | 11,818 | $280.9 萬 | 0.01% | −130,762−91.7% | 減碼 |
| Tocqueville Asset Management L.P. | 12,048 | $286.3 萬 | 0.05% | +509+4.4% | 加碼 |
| EFG Asset Management (Americas) Corp. | 12,117 | $288.4 萬 | 0.69% | −869−6.7% | 減碼 |
| CIBC World Markets Inc. | 12,253 | $291.2 萬 | 0.01% | −509−4.0% | 減碼 |
| Vident Advisory, LLC | 12,266 | $291.5 萬 | 0.09% | +12,266 | 新進 |
| Martingale Asset Management L P | 12,399 | $294.7 萬 | 0.06% | +11,417+1,162.6% | 加碼 |
| CIBC Asset Management Inc | 12,820 | $304.7 萬 | 0.01% | −882−6.4% | 減碼 |
| Tredje AP-fonden | 12,823 | $304.7 萬 | 0.04% | −1,368−9.6% | 減碼 |
| Utah Retirement Systems | 13,417 | $318.9 萬 | 0.05% | 00.0% | 不變 |
| WBI Investments | 13,567 | $322.4 萬 | 0.65% | +13,567 | 新進 |
| TD Private Client Wealth LLC | 13,663 | $324.7 萬 | 0.14% | −1,825−11.8% | 減碼 |
| DnB Asset Management AS | 13,679 | $325.1 萬 | 0.02% | −1,115−7.5% | 減碼 |
| Point72 Asset Management, L.P. | 13,800 | $328.0 萬 | 0.01% | −44,100−76.2% | 減碼 |
| Handelsbanken Fonder AB | 14,081 | $334.6 萬 | 0.02% | 00.0% | 不變 |
| Swedbank AB | 14,158 | $336.5 萬 | 0.01% | +173+1.2% | 加碼 |
| Toronto Dominion Bank | 14,819 | $352.2 萬 | 0.01% | −4,053−21.5% | 減碼 |
| Eagle Rock Investment Company, LLC | 15,400 | $366.0 萬 | 0.83% | −10,687−41.0% | 減碼 |
| Dark Forest Capital Management LP | 15,625 | $371.3 萬 | 0.31% | +8,993+135.6% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 15,677 | $372.7 萬 | 0.02% | −62−0.4% | 減碼 |
| IFM Investors Pty Ltd | 15,844 | $376.5 萬 | 0.05% | −536−3.3% | 減碼 |
| ExodusPoint Capital Management, LP | 15,984 | $379.9 萬 | 0.05% | +10,091+171.2% | 加碼 |
| Principal Financial Group Inc | 16,124 | $383.2 萬 | 0.00% | +326+2.1% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,273 | $386.7 萬 | 0.05% | −132−0.8% | 減碼 |
| Cornerstone Wealth Management, LLC | 16,677 | $396.3 萬 | 0.37% | +81+0.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 16,698 | $396.8 萬 | 0.29% | −21,680−56.5% | 減碼 |
| NewEdge Wealth, LLC | 16,988 | $403.7 萬 | 0.13% | +1,318+8.4% | 加碼 |