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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 80,866 | $1,922 萬 | 0.01% | +7,746+10.6% | 加碼 |
| Comerica Bank | 78,680 | $1,870 萬 | 0.10% | −252,795−76.3% | 減碼 |
| Assenagon Asset Management S.A. | 77,452 | $1,841 萬 | 0.06% | +71,437+1,187.6% | 加碼 |
| Coronation Fund Managers Ltd. | 76,282 | $1,813 萬 | 0.54% | −10,641−12.2% | 減碼 |
| Man Group plc | – | $1,810 萬 | 0.06% | – | – |
| New York State Common Retirement Fund | 74,532 | $1,771 萬 | 0.03% | −11,492−13.4% | 減碼 |
| Teacher Retirement System of Texas | 73,531 | $1,748 萬 | 0.12% | +240+0.3% | 加碼 |
| LMR Partners LLP | 72,807 | $1,730 萬 | 0.39% | −306,184−80.8% | 減碼 |
| Thornburg Investment Management Inc | 72,303 | $1,718 萬 | 0.28% | −56−0.1% | 減碼 |
| Qube Research & Technologies Ltd | 71,484 | $1,699 萬 | 0.05% | −63,480−47.0% | 減碼 |
| Fort Washington Investment Advisors Inc | 71,299 | $1,694 萬 | 0.13% | 00.0% | 不變 |
| Amundi | 73,504 | $1,675 萬 | 0.01% | +15,603+26.9% | 加碼 |
| Reinhart Partners, Inc. | 70,287 | $1,670 萬 | 0.87% | +4,642+7.1% | 加碼 |
| Aviva PLC | 67,173 | $1,596 萬 | 0.07% | +24,254+56.5% | 加碼 |
| Citigroup Inc | 65,272 | $1,551 萬 | 0.02% | −12,239−15.8% | 減碼 |
| Jane Street Group, LLC | 64,304 | $1,528 萬 | 0.02% | +37,327+138.4% | 加碼 |
| Barclays PLC | 63,844 | $1,517 萬 | 0.01% | +9,745+18.0% | 加碼 |
| Capital Fund Management S.A. | 60,540 | $1,439 萬 | 0.19% | +26,013+75.3% | 加碼 |
| First Trust Advisors LP | 60,100 | $1,428 萬 | 0.02% | +17,366+40.6% | 加碼 |
| Ensign Peak Advisors, Inc | 59,445 | $1,413 萬 | 0.03% | +15,420+35.0% | 加碼 |
| Advisor Group Holdings, Inc. | 58,463 | $1,390 萬 | 0.02% | +15,111+34.9% | 加碼 |
| Treasurer of the State of North Carolina | 54,478 | $1,295 萬 | 0.07% | +2,643+5.1% | 加碼 |
| Renaissance Technologies LLC | 54,000 | $1,283 萬 | 0.02% | −65,100−54.7% | 減碼 |
| National Bank of Canada | 53,194 | $1,267 萬 | 0.02% | +37,939+248.7% | 加碼 |
| Royal London Asset Management Ltd | 52,731 | $1,254 萬 | 0.04% | +8,836+20.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 52,403 | $1,245 萬 | 0.29% | +1,340+2.6% | 加碼 |
| Susquehanna International Group, LLP | 50,927 | $1,210 萬 | 0.02% | −53,823−51.4% | 減碼 |
| Hudson Bay Capital Management LP | 50,000 | $1,188 萬 | 0.11% | +15,000+42.9% | 加碼 |
| Tudor Investment Corp Et Al | 49,117 | $1,167 萬 | 0.17% | +35,392+257.9% | 加碼 |
| Great West Life Assurance Co | 48,474 | $1,152 萬 | 0.03% | −1,710−3.4% | 減碼 |
| Logan Capital Management Inc | 45,818 | $1,089 萬 | 0.55% | +2,025+4.6% | 加碼 |
| Storebrand Asset Management AS | 45,683 | $1,086 萬 | 0.05% | −11,885−20.6% | 減碼 |
| Icon Advisers Inc | 45,632 | $1,083 萬 | 2.68% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 44,933 | $1,068 萬 | 0.03% | −1,779−3.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 44,183 | $1,050 萬 | 0.04% | −2,042−4.4% | 減碼 |
| Forsta Ap-Fonden | 44,100 | $1,048 萬 | 0.12% | −3,100−6.6% | 減碼 |
| Brown Brothers Harriman & Co | 43,583 | $1,036 萬 | 0.09% | +12,342+39.5% | 加碼 |
| Driehaus Capital Management LLC | 43,435 | $1,032 萬 | 0.13% | +43,435 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 42,869 | $1,019 萬 | 0.16% | +2,774+6.9% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 42,411 | $1,017 萬 | 1.18% | −216−0.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 42,668 | $1,014 萬 | 0.01% | −7,777−15.4% | 減碼 |
| Venturi Wealth Management, LLC | 42,231 | $1,004 萬 | 0.79% | +1,568+3.9% | 加碼 |
| Citadel Advisors LLC | 41,914 | $996.1 萬 | 0.01% | −528,779−92.7% | 減碼 |
| Public Employees Retirement System of Ohio | 41,901 | $995.8 萬 | 0.04% | −5,824−12.2% | 減碼 |
| State of Wisconsin Investment Board | 41,325 | $982.1 萬 | 0.03% | +381+0.9% | 加碼 |
| Pictet Asset Management Holding SA | 39,151 | $930.4 萬 | 0.01% | +39,151 | 新進 |
| Brandywine Global Investment Management, LLC | 38,693 | $919.5 萬 | 0.08% | +2,631+7.3% | 加碼 |
| Brant Point Investment Management LLC | 37,453 | $890.1 萬 | 2.11% | −4,100−9.9% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 37,400 | $888.8 萬 | 0.09% | 00.0% | 不變 |
| Phase 2 Partners, LLC | 37,142 | $882.7 萬 | 3.90% | −26,351−41.5% | 減碼 |
| Rivermont Capital Management LP | 36,661 | $871.2 萬 | 3.90% | +36,661 | 新進 |
| Pathstone Family Office, LLC | 35,920 | $853.6 萬 | 0.07% | +994+2.8% | 加碼 |
| CI Private Wealth, LLC | 35,743 | $849.4 萬 | 0.02% | +3,015+9.2% | 加碼 |
| Crestline Management, LP | 35,614 | $846.4 萬 | 1.01% | +5,614+18.7% | 加碼 |
| Advantage Alpha Capital Partners LP | 35,553 | $844.9 萬 | 1.78% | +583+1.7% | 加碼 |
| Janney Montgomery Scott LLC | 35,343 | $839.9 萬 | 0.03% | +1,129+3.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 34,197 | $812.7 萬 | 0.02% | +5,121+17.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 33,623 | $799.1 萬 | 0.02% | −15,110−31.0% | 減碼 |
| Intech Investment Management LLC | 32,788 | $779.2 萬 | 0.11% | +10,119+44.6% | 加碼 |
| Bridgewater Associates, LP | 32,694 | $777.0 萬 | 0.05% | +26,734+448.6% | 加碼 |
| Parnassus Investments | 31,644 | $752.0 萬 | 0.02% | +31,644 | 新進 |
| Segment Wealth Management, LLC | 30,837 | $732.8 萬 | 0.74% | +775+2.6% | 加碼 |
| Asset Management One Co.,Ltd. | 30,177 | $717.2 萬 | 0.03% | −669−2.2% | 減碼 |
| Iridian Asset Management LLC | 29,882 | $710.1 萬 | 1.44% | −41,989−58.4% | 減碼 |
| Formuepleje A/S | 29,862 | $709.7 萬 | 0.66% | +545+1.9% | 加碼 |
| Nomura Asset Management Co Ltd | 29,726 | $706.4 萬 | 0.03% | −234−0.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,779 | $683.9 萬 | 0.03% | −3,242−10.1% | 減碼 |
| Phoenix Holdings Ltd. | 26,586 | $632.2 萬 | 0.12% | +4,695+21.4% | 加碼 |
| Private Advisor Group, LLC | 25,914 | $615.8 萬 | 0.06% | +2,769+12.0% | 加碼 |
| KWB Wealth | 27,988 | $608.5 萬 | 0.98% | 00.0% | 不變 |
| Winmill & Co. Inc | 24,660 | $586.0 萬 | 2.15% | +24,660 | 新進 |
| Blair William & Co | 24,657 | $586.0 萬 | 0.02% | +11,646+89.5% | 加碼 |
| US Bancorp | 24,402 | $580.0 萬 | 0.01% | +458+1.9% | 加碼 |
| Thames Capital Management LLC | 23,507 | $558.6 萬 | 3.19% | 00.0% | 不變 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 22,900 | $544.2 萬 | 0.07% | −3,700−13.9% | 減碼 |
| Macquarie Group Ltd | 22,610 | $537.4 萬 | 0.01% | +3,728+19.7% | 加碼 |
| Cinctive Capital Management LP | 22,589 | $536.8 萬 | 0.30% | +14,967+196.4% | 加碼 |
| Bullseye Asset Management LLC | 22,527 | $535.4 萬 | 2.98% | 00.0% | 不變 |
| EFG Asset Management (North America) Corp. | 21,971 | $522.3 萬 | 1.24% | −1,295−5.6% | 減碼 |
| MML Investors Services, LLC | 21,836 | $518.9 萬 | 0.03% | +1,738+8.6% | 加碼 |
| Arizona State Retirement System | 21,190 | $503.6 萬 | 0.04% | −268−1.2% | 減碼 |
| Winthrop Advisory Group LLC | 20,926 | $497.3 萬 | 0.82% | +10.0% | 加碼 |
| Tobam | 20,596 | $489.5 萬 | 0.39% | −1,830−8.2% | 減碼 |
| Point72 Europe (London) LLP | 20,576 | $489.0 萬 | 0.66% | −19,100−48.1% | 減碼 |
| James Investment Research Inc | 19,915 | $473.3 萬 | 0.62% | −561−2.7% | 減碼 |
| Snowden Capital Advisors LLC | 19,411 | $461.3 萬 | 0.20% | −132−0.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 19,323 | $459.2 萬 | 0.02% | +19,323 | 新進 |
| HST Ventures, LLC | 19,219 | $456.7 萬 | 1.64% | −9,670−33.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 18,954 | $450.4 萬 | 0.07% | +890+4.9% | 加碼 |
| Andra AP-fonden | 18,900 | $449.2 萬 | 0.26% | −15,100−44.4% | 減碼 |
| Gradient Investments LLC | 18,762 | $445.9 萬 | 0.12% | +125+0.7% | 加碼 |
| HRT Financial LP | 18,435 | $438.1 萬 | 0.04% | −3,813−17.1% | 減碼 |
| BlueMar Capital Management, LLC | 18,325 | $435.5 萬 | 4.57% | +2,658+17.0% | 加碼 |
| Buckingham Strategic Partners | 17,835 | $423.8 萬 | 0.21% | +17,835 | 新進 |
| Captrust Financial Advisors | 17,795 | $422.9 萬 | 0.02% | +2,310+14.9% | 加碼 |
| Illinois Municipal Retirement Fund | 17,742 | $421.6 萬 | 0.08% | 00.0% | 不變 |
| Van Eck Associates Corp | 17,674 | $420.0 萬 | 0.01% | +3,798+27.4% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 17,623 | $418.8 萬 | 0.29% | +701+4.1% | 加碼 |
| APG Asset Management N.V. | 17,600 | $418.3 萬 | 0.01% | +200+1.1% | 加碼 |
| Investment Management Corp of Ontario | 17,303 | $411.2 萬 | 0.16% | +12,948+297.3% | 加碼 |