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 4 季 13F 持有人
LPL Financial Holdings Inc. 在 2023/12/31 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
- 621
- 較 2023 年第 3 季 +26 家
- 持有股數
- 7,111 萬
- 較 2023 年第 3 季 −75.3 萬 (−1.0%)
- 總市值
- $161.9 億
- 較 2023 年第 3 季 −$9.07 億 (−5.3%)
- 新進機構
- 98
- 另有 174 家加碼
- 清倉機構
- 72
- 另有 260 家減碼
另有 6 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,141,049 | $16.3 億 | 0.04% | +48,439+0.7% | 加碼 |
| BlackRock Inc. | 5,961,459 | $13.6 億 | 0.03% | −382,802−6.0% | 減碼 |
| Janus Henderson Group PLC | 2,843,632 | $6.47 億 | 0.39% | −235,136−7.6% | 減碼 |
| FMR LLC | 2,799,190 | $6.37 億 | 0.05% | +526,259+23.2% | 加碼 |
| Price T Rowe Associates Inc | 2,456,051 | $5.59 億 | 0.08% | −169,458−6.5% | 減碼 |
| Capital Research Global Investors | 2,208,188 | $5.03 億 | 0.12% | −125,888−5.4% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,193,821 | $4.99 億 | 1.25% | +48,041+2.2% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,840,114 | $4.19 億 | 3.62% | 00.0% | 不變 |
| State Street Corp | 1,767,737 | $4.02 億 | 0.02% | +29,286+1.7% | 加碼 |
| WCM Investment Management, LLC | 1,696,094 | $3.87 億 | 1.07% | −760,933−31.0% | 減碼 |
| Clarkston Capital Partners, LLC | 1,353,878 | $3.08 億 | 5.71% | −137,120−9.2% | 減碼 |
| Geode Capital Management, LLC | 1,351,666 | $3.07 億 | 0.03% | +21,133+1.6% | 加碼 |
| Millennium Management LLC | 1,199,445 | $2.73 億 | 0.26% | +899,989+300.5% | 加碼 |
| Samlyn Capital, LLC | 1,194,721 | $2.72 億 | 5.91% | −185,068−13.4% | 減碼 |
| Boston Partners | 1,026,721 | $2.34 億 | 0.31% | +181,594+21.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 998,839 | $2.27 億 | 0.33% | +167,705+20.2% | 加碼 |
| Bank of New York Mellon Corp | 946,859 | $2.16 億 | 0.04% | −152,749−13.9% | 減碼 |
| JPMorgan Chase & Co | 910,261 | $2.07 億 | 0.02% | −289,316−24.1% | 減碼 |
| Norges Bank | 880,842 | $2.00 億 | 0.04% | −11,772−1.3% | 減碼 |
| TD Asset Management Inc | 828,369 | $1.89 億 | 0.19% | +613,792+286.0% | 加碼 |
| Eminence Capital, LP | 799,757 | $1.82 億 | 3.55% | +101,159+14.5% | 加碼 |
| Epoch Investment Partners, Inc. | 774,297 | $1.76 億 | 0.80% | +364,597+89.0% | 加碼 |
| Voya Investment Management LLC | 748,781 | $1.70 億 | 0.18% | +33,811+4.7% | 加碼 |
| Eagle Asset Management Inc | 719,291 | $1.64 億 | 0.88% | −15,399−2.1% | 減碼 |
| Dimensional Fund Advisors LP | 718,246 | $1.63 億 | 0.05% | −10,758−1.5% | 減碼 |
| Darlington Partners Capital Management, LP | 715,014 | $1.63 億 | 9.35% | −7,603−1.1% | 減碼 |
| Nuveen Asset Management, LLC | 699,535 | $1.59 億 | 0.05% | −13,843−1.9% | 減碼 |
| Canada Pension Plan Investment Board | 695,536 | $1.58 億 | 0.20% | +238,546+52.2% | 加碼 |
| Massachusetts Financial Services Co | 583,388 | $1.33 億 | 0.04% | +15,096+2.7% | 加碼 |
| SurgoCap Partners LP | 576,619 | $1.31 億 | 9.27% | +576,619 | 新進 |
| Bank of America Corp | 546,078 | $1.24 億 | 0.01% | −142,860−20.7% | 減碼 |
| UBS Asset Management Americas Inc | 536,752 | $1.22 億 | 0.05% | +71,778+15.4% | 加碼 |
| Morgan Stanley | 525,293 | $1.20 億 | 0.01% | +24,861+5.0% | 加碼 |
| Junto Capital Management LP | 514,315 | $1.17 億 | 2.70% | +100,918+24.4% | 加碼 |
| Fairview Capital Investment Management, LLC | 502,281 | $1.14 億 | 6.81% | −5,844−1.2% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 485,100 | $1.10 億 | 2.28% | +485,100 | 新進 |
| Jacobs Levy Equity Management, Inc | 479,776 | $1.09 億 | 0.55% | +68,489+16.7% | 加碼 |
| Wells Fargo & Company | 476,759 | $1.09 億 | 0.03% | −7,593−1.6% | 減碼 |
| ArrowMark Colorado Holdings LLC | 475,689 | $1.08 億 | 1.20% | −205,041−30.1% | 減碼 |
| Northern Trust Corp | 465,958 | $1.06 億 | 0.02% | −32,447−6.5% | 減碼 |
| First Pacific Advisors, LP | 460,261 | $1.05 億 | 1.57% | −20,384−4.2% | 減碼 |
| Westfield Capital Management Co LP | 428,869 | $9,762 萬 | 0.57% | −170,235−28.4% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 426,386 | $9,705 萬 | 1.06% | +125,122+41.5% | 加碼 |
| Alliancebernstein L.P. | 404,491 | $9,207 萬 | 0.04% | −17,208−4.1% | 減碼 |
| Agf Management Ltd | 374,355 | $8,521 萬 | 0.50% | −33,828−8.3% | 減碼 |
| Raymond James & Associates | 365,791 | $8,326 萬 | 0.06% | −6,740−1.8% | 減碼 |
| Legal & General Group Plc | 360,194 | $8,199 萬 | 0.03% | −28,339−7.3% | 減碼 |
| Azora Capital LP | 326,796 | $7,439 萬 | 6.74% | +3,648+1.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 321,270 | $7,313 萬 | 0.12% | +20,660+6.9% | 加碼 |
| Goldman Sachs Group Inc | 317,094 | $7,218 萬 | 0.02% | −11,596−3.5% | 減碼 |
| Invesco Ltd. | 315,972 | $7,192 萬 | 0.02% | −108,814−25.6% | 減碼 |
| HSBC Holdings PLC | 312,206 | $7,106 萬 | 0.07% | +151,010+93.7% | 加碼 |
| American Century Companies Inc | 310,690 | $7,072 萬 | 0.05% | −257,166−45.3% | 減碼 |
| Envestnet Asset Management Inc | 306,755 | $6,982 萬 | 0.03% | −30,944−9.2% | 減碼 |
| Charles Schwab Investment Management Inc | 293,471 | $6,680 萬 | 0.02% | +9,539+3.4% | 加碼 |
| Citadel Advisors LLC | 281,753 | $6,413 萬 | 0.06% | +239,839+572.2% | 加碼 |
| Standard Life Aberdeen plc | 276,825 | $6,301 萬 | 0.14% | −501,939−64.5% | 減碼 |
| Deutsche Bank AG | 273,752 | $6,231 萬 | 0.03% | +13,347+5.1% | 加碼 |
| Franklin Resources Inc | 269,126 | $6,126 萬 | 0.03% | −817−0.3% | 減碼 |
| Royal Bank of Canada | 256,462 | $5,838 萬 | 0.01% | +7,553+3.0% | 加碼 |
| Employees Retirement System of Texas | 246,000 | $5,600 萬 | 0.66% | +28,000+12.8% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 234,524 | $5,338 萬 | 0.73% | +232,704+12,785.9% | 加碼 |
| North Peak Capital Management, LLC | 225,657 | $5,136 萬 | 5.40% | +28,430+14.4% | 加碼 |
| Victory Capital Management Inc | 220,832 | $5,027 萬 | 0.05% | −12,373−5.3% | 減碼 |
| Wellington Management Group LLP | 209,078 | $4,759 萬 | 0.01% | −72,132−25.7% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 206,520 | $4,701 萬 | 0.03% | +11,736+6.0% | 加碼 |
| Southpoint Capital Advisors LP | 190,000 | $4,325 萬 | 0.93% | 00.0% | 不變 |
| Trillium Asset Management, LLC | 189,546 | $4,314 萬 | 1.18% | +3,114+1.7% | 加碼 |
| Qube Research & Technologies Ltd | 185,876 | $4,231 萬 | 0.10% | +114,392+160.0% | 加碼 |
| Renaissance Technologies LLC | 183,700 | $4,181 萬 | 0.06% | +129,700+240.2% | 加碼 |
| Commerce Bank | 183,685 | $4,181 萬 | 0.30% | −11,301−5.8% | 減碼 |
| Panagora Asset Management Inc | 171,465 | $3,903 萬 | 0.22% | −73,063−29.9% | 減碼 |
| Jackson Square Partners, LLC | 159,588 | $3,633 萬 | 1.18% | −174,794−52.3% | 減碼 |
| Waratah Capital Advisors Ltd. | 150,277 | $3,421 萬 | 1.95% | −87,945−36.9% | 減碼 |
| Primecap Management Co | 150,000 | $3,414 萬 | 0.03% | 00.0% | 不變 |
| California Public Employees Retirement System | 144,837 | $3,297 萬 | 0.03% | −6,859−4.5% | 減碼 |
| Amundi | 135,872 | $3,164 萬 | 0.01% | +62,368+84.8% | 加碼 |
| Truist Financial Corp | 130,039 | $2,960 萬 | 0.05% | −1,493−1.1% | 減碼 |
| Credit Suisse AG | 129,793 | $2,954 萬 | 0.03% | −30.0% | 減碼 |
| Pinebridge Investments, L.P. | 121,561 | $2,767 萬 | 0.26% | −24,259−16.6% | 減碼 |
| California State Teachers Retirement System | 120,608 | $2,745 萬 | 0.04% | −1,035−0.9% | 減碼 |
| GCM Grosvenor Holdings, LLC | 118,304 | $2,693 萬 | 4.76% | +13,004+12.3% | 加碼 |
| Russell Investments Group, Ltd. | 117,620 | $2,678 萬 | 0.05% | −17,769−13.1% | 減碼 |
| Coronation Fund Managers Ltd. | 114,888 | $2,615 萬 | 0.73% | +38,606+50.6% | 加碼 |
| National Pension Service | 114,200 | $2,599 萬 | 0.04% | 00.0% | 不變 |
| Bamco Inc | 113,854 | $2,592 萬 | 0.07% | +3,500+3.2% | 加碼 |
| Rhumbline Advisers | 110,679 | $2,519 萬 | 0.03% | −6,303−5.4% | 減碼 |
| Artemis Investment Management LLP | 110,589 | $2,517 萬 | 0.37% | −144,728−56.7% | 減碼 |
| First Trust Advisors LP | 102,847 | $2,341 萬 | 0.03% | +42,747+71.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 99,703 | $2,269 萬 | 0.01% | +94,746+1,911.4% | 加碼 |
| Stifel Financial Corp | 97,967 | $2,230 萬 | 0.03% | −9,805−9.1% | 減碼 |
| HM Payson & Co | 95,141 | $2,166 萬 | 0.45% | −133,792−58.4% | 減碼 |
| Heron Bay Capital Management | 94,262 | $2,146 萬 | 4.97% | −479−0.5% | 減碼 |
| Man Group plc | 92,096 | $2,096 萬 | 0.06% | – | – |
| SEI Investments Co | 91,773 | $2,089 萬 | 0.03% | −35,175−27.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 87,849 | $2,000 萬 | 0.04% | −16,903−16.1% | 減碼 |
| Barclays PLC | 84,483 | $1,923 萬 | 0.01% | +20,639+32.3% | 加碼 |
| Squarepoint Ops LLC | 83,931 | $1,910 萬 | 0.08% | +83,931 | 新進 |
| Bank of Montreal | 82,291 | $1,885 萬 | 0.01% | −49,937−37.8% | 減碼 |
| Comerica Bank | 82,103 | $1,869 萬 | 0.09% | +3,423+4.4% | 加碼 |