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 |
|---|---|---|---|---|---|
| Tredje AP-fonden | 11,800 | $268.6 萬 | 0.03% | −1,023−8.0% | 減碼 |
| Crestline Management, LP | 12,037 | $274.0 萬 | 0.25% | −23,577−66.2% | 減碼 |
| Annex Advisory Services, LLC | 12,211 | $278.0 萬 | 0.12% | +12,211 | 新進 |
| CIBC World Markets Inc. | 12,303 | $280.0 萬 | 0.01% | +50+0.4% | 加碼 |
| BlueMar Capital Management, LLC | 12,414 | $282.6 萬 | 4.26% | −5,911−32.3% | 減碼 |
| Compagnie Lombard Odier SCmA | 12,431 | $283.0 萬 | 0.05% | +2,716+28.0% | 加碼 |
| Atria Investments LLC | 12,601 | $286.8 萬 | 0.04% | +948+8.1% | 加碼 |
| Thames Capital Management LLC | 12,662 | $288.2 萬 | 1.48% | −10,845−46.1% | 減碼 |
| Utah Retirement Systems | 13,117 | $298.6 萬 | 0.04% | −300−2.2% | 減碼 |
| TD Private Client Wealth LLC | 13,183 | $300.1 萬 | 0.11% | −480−3.5% | 減碼 |
| Vident Advisory, LLC | 13,990 | $318.4 萬 | 0.08% | +1,724+14.1% | 加碼 |
| Nisa Investment Advisors, LLC | 14,091 | $320.7 萬 | 0.02% | +3,339+31.1% | 加碼 |
| Swedbank AB | 14,158 | $322.3 萬 | 0.01% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 14,543 | $331.0 萬 | 0.29% | −16,294−52.8% | 減碼 |
| James Investment Research Inc | 14,650 | $333.5 萬 | 0.42% | −5,265−26.4% | 減碼 |
| Walleye Capital LLC | 14,687 | $334.3 萬 | 0.05% | +14,687 | 新進 |
| Mariner, LLC | 14,723 | $335.1 萬 | 0.01% | +6,851+87.0% | 加碼 |
| Mawer Investment Management Ltd. | 14,827 | $337.5 萬 | 0.02% | +14,827 | 新進 |
| Principal Financial Group Inc | 15,120 | $344.2 萬 | 0.00% | −1,004−6.2% | 減碼 |
| EFG Asset Management (North America) Corp. | 15,304 | $348.3 萬 | 0.66% | −6,667−30.3% | 減碼 |
| Eagle Rock Investment Company, LLC | 15,310 | $348.5 萬 | 0.71% | −90−0.6% | 減碼 |
| Northwest Financial Advisors | 15,380 | $350.1 萬 | 2.97% | +15,380 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 15,477 | $352.2 萬 | 0.02% | −200−1.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 15,619 | $355.5 萬 | 0.01% | −3,704−19.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 15,662 | $356.5 萬 | 0.31% | −1,015−6.1% | 減碼 |
| IFM Investors Pty Ltd | 15,844 | $360.6 萬 | 0.04% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 16,091 | $366.3 萬 | 0.05% | −2,863−15.1% | 減碼 |
| Bank of Nova Scotia | 16,209 | $368.9 萬 | 0.01% | +4,391+37.2% | 加碼 |
| Handelsbanken Fonder AB | 16,281 | $370.6 萬 | 0.02% | +2,200+15.6% | 加碼 |
| Snowden Capital Advisors LLC | 16,387 | $373.0 萬 | 0.14% | −3,024−15.6% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 17,212 | $391.8 萬 | 0.20% | +514+3.1% | 加碼 |
| Putnam Investments LLC | 17,228 | $392.1 萬 | 0.01% | +17,228 | 新進 |
| Captrust Financial Advisors | 17,740 | $403.8 萬 | 0.01% | −55−0.3% | 減碼 |
| Illinois Municipal Retirement Fund | 17,742 | $403.8 萬 | 0.07% | 00.0% | 不變 |
| Buckingham Strategic Partners | 17,865 | $406.6 萬 | 0.20% | +30+0.2% | 加碼 |
| Gradient Investments LLC | 18,424 | $419.4 萬 | 0.10% | −338−1.8% | 減碼 |
| MML Investors Services, LLC | 18,556 | $422.4 萬 | 0.02% | −3,280−15.0% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 18,815 | $428.3 萬 | 0.08% | +18,815 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 19,400 | $441.6 萬 | 0.06% | −3,500−15.3% | 減碼 |
| Shepherd Financial Partners LLC | 20,197 | $459.7 萬 | 0.65% | +20,197 | 新進 |
| Phoenix Holdings Ltd. | 18,190 | $466.4 萬 | 0.08% | −8,396−31.6% | 減碼 |
| Jane Street Group, LLC | 20,527 | $467.2 萬 | 0.01% | −43,777−68.1% | 減碼 |
| Van Eck Associates Corp | 20,620 | $469.4 萬 | 0.01% | +2,946+16.7% | 加碼 |
| Tobam | 20,734 | $471.9 萬 | 0.41% | +138+0.7% | 加碼 |
| Arizona State Retirement System | 20,801 | $473.5 萬 | 0.04% | −389−1.8% | 減碼 |
| Winthrop Advisory Group LLC | 20,933 | $476.5 萬 | 0.74% | +70.0% | 加碼 |
| US Bancorp | 21,082 | $480.0 萬 | 0.01% | −3,320−13.6% | 減碼 |
| Bullseye Asset Management LLC | 22,527 | $512.7 萬 | 2.45% | 00.0% | 不變 |
| National Bank of Canada | 22,956 | $529.7 萬 | 0.01% | −30,238−56.8% | 減碼 |
| Blair William & Co | 23,455 | $533.9 萬 | 0.02% | −1,202−4.9% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 23,705 | $539.6 萬 | 0.32% | +6,082+34.5% | 加碼 |
| Macquarie Group Ltd | 23,766 | $541.0 萬 | 0.01% | +1,156+5.1% | 加碼 |
| Assenagon Asset Management S.A. | 24,134 | $549.3 萬 | 0.02% | −53,318−68.8% | 減碼 |
| Winmill & Co. Inc | 24,660 | $561.3 萬 | 1.80% | 00.0% | 不變 |
| Private Advisor Group, LLC | 26,015 | $592.2 萬 | 0.05% | +101+0.4% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 26,181 | $595.9 萬 | 0.02% | +24,904+1,950.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 27,437 | $624.5 萬 | 0.05% | +23,961+689.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,012 | $637.6 萬 | 0.02% | −767−2.7% | 減碼 |
| KWB Wealth | 28,454 | $647.7 萬 | 0.93% | +466+1.7% | 加碼 |
| Natixis Advisors, L.P. | 28,843 | $656.5 萬 | 0.02% | −16,090−35.8% | 減碼 |
| Formuepleje A/S | 29,257 | $665.9 萬 | 0.47% | −605−2.0% | 減碼 |
| DnB Asset Management AS | 29,271 | $666.3 萬 | 0.03% | +15,592+114.0% | 加碼 |
| Interval Partners, LP | 29,524 | $672.0 萬 | 0.29% | −55,659−65.3% | 減碼 |
| Andra AP-fonden | 29,700 | $676.0 萬 | 0.36% | +10,800+57.1% | 加碼 |
| Capital Fund Management S.A. | 29,782 | $677.9 萬 | 0.09% | −30,758−50.8% | 減碼 |
| Intech Investment Management LLC | 30,147 | $686.2 萬 | 0.10% | −2,641−8.1% | 減碼 |
| Susquehanna International Group, LLP | 30,555 | $695.5 萬 | 0.01% | −20,372−40.0% | 減碼 |
| Nomura Asset Management Co Ltd | 30,560 | $695.6 萬 | 0.03% | +834+2.8% | 加碼 |
| Point72 Europe (London) LLP | 31,332 | $713.2 萬 | 0.89% | +10,756+52.3% | 加碼 |
| Parnassus Investments | 31,644 | $720.3 萬 | 0.02% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 32,235 | $733.7 萬 | 0.02% | −1,388−4.1% | 減碼 |
| Prana Capital Management, LP | 34,852 | $793.3 萬 | 0.47% | +34,852 | 新進 |
| Asset Management One Co.,Ltd. | 34,863 | $796.5 萬 | 0.03% | +4,686+15.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 34,230 | $796.6 萬 | 0.01% | +33+0.1% | 加碼 |
| Janney Montgomery Scott LLC | 35,692 | $812.4 萬 | 0.03% | +349+1.0% | 加碼 |
| Advisor Group Holdings, Inc. | 36,664 | $835.0 萬 | 0.01% | −21,799−37.3% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 37,300 | $849.0 萬 | 0.08% | −100−0.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 38,076 | $866.7 萬 | 0.02% | +26,406+226.3% | 加碼 |
| Storebrand Asset Management AS | 38,078 | $866.7 萬 | 0.03% | −7,605−16.6% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 38,353 | $873.0 萬 | 0.11% | −4,516−10.5% | 減碼 |
| Pictet Asset Management Holding SA | 38,474 | $875.7 萬 | 0.01% | −677−1.7% | 減碼 |
| Public Employees Retirement System of Ohio | 38,508 | $876.5 萬 | 0.04% | −3,393−8.1% | 減碼 |
| State of Wisconsin Investment Board | 39,060 | $889.1 萬 | 0.03% | −2,265−5.5% | 減碼 |
| Brant Point Investment Management LLC | 39,254 | $893.5 萬 | 2.14% | +1,801+4.8% | 加碼 |
| Pathstone Holdings, LLC | 40,570 | $923.5 萬 | 0.05% | +40,570 | 新進 |
| Forsta Ap-Fonden | 40,700 | $926.4 萬 | 0.09% | −3,400−7.7% | 減碼 |
| Venturi Wealth Management, LLC | 42,414 | $965.4 萬 | 0.68% | +183+0.4% | 加碼 |
| Bridgewater Associates, LP | 42,799 | $974.2 萬 | 0.05% | +10,105+30.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 43,532 | $991.0 萬 | 0.01% | +864+2.0% | 加碼 |
| LMR Partners LLP | 43,772 | $996.3 萬 | 0.25% | −29,035−39.9% | 減碼 |
| Great West Life Assurance Co | 44,212 | $1,002 萬 | 0.02% | −4,262−8.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 44,183 | $1,006 萬 | 0.03% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 44,400 | $1,011 萬 | 0.26% | +44,400 | 新進 |
| Logan Capital Management Inc | 45,087 | $1,026 萬 | 0.48% | −731−1.6% | 減碼 |
| Icon Advisers Inc | 45,632 | $1,039 萬 | 2.38% | 00.0% | 不變 |
| Foster Victor Wealth Advisors, LLC | 44,244 | $1,051 萬 | 1.08% | +1,833+4.3% | 加碼 |
| Ensign Peak Advisors, Inc | 49,040 | $1,116 萬 | 0.02% | −10,405−17.5% | 減碼 |
| Royal London Asset Management Ltd | 50,360 | $1,146 萬 | 0.03% | −2,371−4.5% | 減碼 |
| UBS Group AG | 52,625 | $1,198 萬 | 0.00% | −65,270−55.4% | 減碼 |
| Treasurer of the State of North Carolina | 52,782 | $1,201 萬 | 0.06% | −1,696−3.1% | 減碼 |