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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 4,642 | $105.6 萬 | 0.05% | +1,690+57.2% | 加碼 |
| Everpar Advisors LLC | 4,660 | $106.1 萬 | 0.49% | +4,660 | 新進 |
| Headlands Technologies LLC | 4,670 | $106.3 萬 | 0.32% | +3,075+192.8% | 加碼 |
| Two Sigma Investments, LP | 4,700 | $107.0 萬 | 0.00% | +300+6.8% | 加碼 |
| Point72 Hong Kong Ltd | 4,704 | $107.1 萬 | 0.07% | +4,704 | 新進 |
| Advisor OS, LLC | 4,730 | $107.7 萬 | 0.14% | −252−5.1% | 減碼 |
| Bleakley Financial Group, LLC | 4,776 | $108.7 萬 | 0.03% | −27−0.6% | 減碼 |
| Navellier & Associates Inc | 4,817 | $109.6 萬 | 0.16% | +584+13.8% | 加碼 |
| Cerity Partners LLC | 4,952 | $112.7 萬 | 0.00% | +4,952 | 新進 |
| Vestcor Inc | 4,962 | $112.9 萬 | 0.04% | +1,140+29.8% | 加碼 |
| Gateway Investment Advisers LLC | 4,995 | $113.7 萬 | 0.01% | 00.0% | 不變 |
| Natixis | 5,098 | $116.0 萬 | 0.01% | +4,128+425.6% | 加碼 |
| Brinker Capital Investments, LLC | 4,919 | $116.8 萬 | 0.01% | +701+16.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 4,919 | $116.8 萬 | 0.01% | +701+16.6% | 加碼 |
| Candriam Luxembourg S.C.A. | 5,186 | $118.0 萬 | 0.01% | −1,160−18.3% | 減碼 |
| Cipher Capital LP | 5,316 | $121.0 萬 | 0.39% | +623+13.3% | 加碼 |
| Financial Advocates Investment Management | 5,393 | $122.7 萬 | 0.08% | +93+1.8% | 加碼 |
| QRG Capital Management, Inc. | 5,491 | $125.0 萬 | 0.02% | +283+5.4% | 加碼 |
| King Luther Capital Management Corp | 5,538 | $126.1 萬 | 0.01% | +219+4.1% | 加碼 |
| Foresight Global Investors, Inc. | 5,549 | $126.3 萬 | 0.72% | −1,671−23.1% | 減碼 |
| Kestra Advisory Services, LLC | 5,594 | $127.3 萬 | 0.01% | +463+9.0% | 加碼 |
| Eqis Capital Management, Inc. | 5,631 | $128.2 萬 | 0.10% | −1,407−20.0% | 減碼 |
| Nordea Investment Management AB | 5,629 | $128.7 萬 | 0.00% | +198+3.6% | 加碼 |
| Integrated Investment Consultants, LLC | 5,661 | $128.9 萬 | 0.41% | +1,199+26.9% | 加碼 |
| Mercer Global Advisors Inc | 5,663 | $128.9 萬 | 0.00% | +1,681+42.2% | 加碼 |
| Yorktown Management & Research Co Inc | 5,690 | $129.5 萬 | 1.35% | −2,300−28.8% | 減碼 |
| Van Leeuwen & Company, LLC | 5,734 | $130.5 萬 | 0.76% | −100−1.7% | 減碼 |
| Raymond James Trust N.A. | 5,762 | $131.2 萬 | 0.03% | +100+1.8% | 加碼 |
| Lecap Asset Management Ltd | 5,877 | $133.8 萬 | 0.49% | +5,877 | 新進 |
| Connectus Wealth, LLC | 5,934 | $135.3 萬 | 0.03% | −122−2.0% | 減碼 |
| Maryland State Retirement & Pension System | 5,954 | $135.5 萬 | 0.03% | 00.0% | 不變 |
| Garrett Investment Advisors LLC | 5,980 | $136.1 萬 | 0.19% | +5,980 | 新進 |
| Kennedy Capital Management, Inc. | 5,986 | $136.3 萬 | 0.03% | +586+10.9% | 加碼 |
| Aquila Investment Management LLC | 6,000 | $136.6 萬 | 1.18% | −2,000−25.0% | 減碼 |
| Degroof Petercam Asset Management | 6,000 | $136.6 萬 | 0.02% | +6,000 | 新進 |
| Sawtooth Solutions, LLC | 6,118 | $139.3 萬 | 0.04% | −109−1.8% | 減碼 |
| MAI Capital Management | 6,125 | $139.4 萬 | 0.02% | −104−1.7% | 減碼 |
| Redwood Investment Management, LLC | 6,183 | $140.7 萬 | 0.13% | −482−7.2% | 減碼 |
| Gulf International Bank (UK) Ltd | 6,350 | $144.5 萬 | 0.04% | −1,007−13.7% | 減碼 |
| HighTower Advisors, LLC | 6,621 | $151.2 萬 | 0.00% | −90−1.3% | 減碼 |
| Sterling Group Wealth Management, LLC | 6,734 | $153.3 萬 | 1.19% | −118−1.7% | 減碼 |
| Neuberger Berman Group LLC | 6,793 | $154.6 萬 | 0.00% | −723−9.6% | 減碼 |
| New York State Teachers Retirement System | 6,805 | $154.9 萬 | 0.00% | −183−2.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 6,823 | $155.3 萬 | 0.00% | −892−11.6% | 減碼 |
| Prudential PLC | 6,828 | $155.4 萬 | 0.02% | −2,002−22.7% | 減碼 |
| FORA Capital, LLC | 6,916 | $157.4 萬 | 0.14% | +6,916 | 新進 |
| Pitcairn Co | 6,952 | $158.2 萬 | 0.12% | −557−7.4% | 減碼 |
| Anchor Investment Management, LLC | 7,146 | $162.7 萬 | 0.19% | +3,892+119.6% | 加碼 |
| First Hawaiian Bank | 7,490 | $170.5 萬 | 0.05% | −945−11.2% | 減碼 |
| Cetera Advisor Networks LLC | 7,497 | $170.6 萬 | 0.01% | −264−3.4% | 減碼 |
| JustInvest LLC | 7,859 | $178.9 萬 | 0.05% | −2,228−22.1% | 減碼 |
| Daiwa Securities Group Inc. | 7,965 | $181.3 萬 | 0.01% | −428−5.1% | 減碼 |
| PDT Partners, LLC | 8,104 | $184.5 萬 | 0.20% | −30.0% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 8,140 | $185.3 萬 | 0.17% | +238+3.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 8,184 | $185.5 萬 | 0.00% | −1,715−17.3% | 減碼 |
| Oliver Luxxe Assets LLC | 8,152 | $185.6 萬 | 0.44% | +48+0.6% | 加碼 |
| Sumitomo Life Insurance Co | 8,174 | $186.1 萬 | 0.06% | −235−2.8% | 減碼 |
| Kames Capital plc | 8,307 | $189.0 萬 | 0.03% | +8,307 | 新進 |
| Advisory Services Network, LLC | 8,360 | $190.3 萬 | 0.05% | +190+2.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 8,362 | $190.3 萬 | 0.01% | +74+0.9% | 加碼 |
| Dana Investment Advisors, Inc. | 8,387 | $190.9 萬 | 0.09% | −241−2.8% | 減碼 |
| Allianz Asset Management GmbH | 8,396 | $191.1 萬 | 0.00% | −1,475−14.9% | 減碼 |
| Monument Capital Management | 8,565 | $195.0 萬 | 0.63% | +8,565 | 新進 |
| Park Avenue Securities LLC | 8,591 | $195.5 萬 | 0.03% | −1,273−12.9% | 減碼 |
| Flynn Zito Capital Management, LLC | 8,634 | $196.5 萬 | 1.33% | 00.0% | 不變 |
| Nissay Asset Management Corp | 8,671 | $197.4 萬 | 0.02% | +156+1.8% | 加碼 |
| British Columbia Investment Management Corp | 8,715 | $198.4 萬 | 0.02% | +1,651+23.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 8,749 | $199.1 萬 | 0.01% | −369−4.0% | 減碼 |
| HST Ventures, LLC | 8,839 | $201.2 萬 | 0.71% | −10,380−54.0% | 減碼 |
| Laurion Capital Management LP | 8,887 | $202.3 萬 | 0.07% | 00.0% | 不變 |
| CWM Advisors, LLC | 9,003 | $204.9 萬 | 0.23% | +395+4.6% | 加碼 |
| Beacon Investment Advisors LLC | 9,119 | $207.6 萬 | 1.33% | +40.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 9,219 | $209.8 萬 | 0.00% | +3,691+66.8% | 加碼 |
| Caldwell Trust Co | 9,408 | $214.1 萬 | 0.27% | −233−2.4% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 9,418 | $214.4 萬 | 0.14% | +126+1.4% | 加碼 |
| Banco BTG Pactual S.A. | 9,400 | $214.8 萬 | 0.49% | +9,400 | 新進 |
| Point72 Middle East FZE | 9,634 | $219.3 萬 | 0.15% | +9,634 | 新進 |
| CIBC Private Wealth Group, LLC | 9,724 | $221.3 萬 | 0.00% | +3,046+45.6% | 加碼 |
| Toronto Dominion Bank | 9,817 | $223.5 萬 | 0.00% | −5,002−33.8% | 減碼 |
| KBC Group NV | 9,869 | $224.7 萬 | 0.01% | −1,293−11.6% | 減碼 |
| Twin Tree Management, LP | 10,014 | $227.9 萬 | 0.04% | +10,014 | 新進 |
| Amalgamated Bank | 10,047 | $228.7 萬 | 0.02% | −410−3.9% | 減碼 |
| Public Sector Pension Investment Board | 10,106 | $230.0 萬 | 0.02% | +452+4.7% | 加碼 |
| Retirement Capital Strategies | 10,111 | $230.1 萬 | 1.00% | 00.0% | 不變 |
| Xponance, Inc. | 10,116 | $230.3 萬 | 0.03% | −1,023−9.2% | 減碼 |
| Strategic Global Advisors, LLC | 10,200 | $232.2 萬 | 0.53% | −7,068−40.9% | 減碼 |
| Silvant Capital Management LLC | 10,224 | $232.7 萬 | 0.13% | 00.0% | 不變 |
| Mackenzie Financial Corp | 10,414 | $237.0 萬 | 0.00% | +815+8.5% | 加碼 |
| Prudential Financial Inc | 10,449 | $237.8 萬 | 0.00% | −145,192−93.3% | 減碼 |
| Quantinno Capital Management LP | 10,477 | $238.5 萬 | 0.08% | −316−2.9% | 減碼 |
| CIBC Asset Management Inc | 10,510 | $239.2 萬 | 0.01% | −2,310−18.0% | 減碼 |
| Seven Eight Capital, LP | 10,573 | $240.7 萬 | 0.28% | +10,573 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 10,676 | $243.0 萬 | 0.00% | −118−1.1% | 減碼 |
| Investment Management Corp of Ontario | 10,822 | $246.3 萬 | 0.06% | −6,481−37.5% | 減碼 |
| EFG Asset Management (Americas) Corp. | 10,847 | $246.9 萬 | 0.53% | −1,270−10.5% | 減碼 |
| Symphony Financial, Ltd. Co. | 10,752 | $250.6 萬 | 0.54% | −800−6.9% | 減碼 |
| Quantitative Investment Management, LLC | 11,071 | $251.9 萬 | 0.14% | +11,071 | 新進 |
| Bridgeway Capital Management, LLC | 11,340 | $258.1 萬 | 0.06% | 00.0% | 不變 |
| Engineers Gate Manager LP | 11,587 | $263.7 萬 | 0.08% | +8,370+260.2% | 加碼 |
| Federated Hermes, Inc. | 11,670 | $265.6 萬 | 0.01% | +5,264+82.2% | 加碼 |