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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 5,594 | $127.3 萬 | 0.01% | +463+9.0% | 加碼 |
| Foresight Global Investors, Inc. | 5,549 | $126.3 萬 | 0.72% | −1,671−23.1% | 減碼 |
| King Luther Capital Management Corp | 5,538 | $126.1 萬 | 0.01% | +219+4.1% | 加碼 |
| QRG Capital Management, Inc. | 5,491 | $125.0 萬 | 0.02% | +283+5.4% | 加碼 |
| Financial Advocates Investment Management | 5,393 | $122.7 萬 | 0.08% | +93+1.8% | 加碼 |
| Cipher Capital LP | 5,316 | $121.0 萬 | 0.39% | +623+13.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 5,186 | $118.0 萬 | 0.01% | −1,160−18.3% | 減碼 |
| 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 |
| Natixis | 5,098 | $116.0 萬 | 0.01% | +4,128+425.6% | 加碼 |
| Gateway Investment Advisers LLC | 4,995 | $113.7 萬 | 0.01% | 00.0% | 不變 |
| Vestcor Inc | 4,962 | $112.9 萬 | 0.04% | +1,140+29.8% | 加碼 |
| Cerity Partners LLC | 4,952 | $112.7 萬 | 0.00% | +4,952 | 新進 |
| Navellier & Associates Inc | 4,817 | $109.6 萬 | 0.16% | +584+13.8% | 加碼 |
| Bleakley Financial Group, LLC | 4,776 | $108.7 萬 | 0.03% | −27−0.6% | 減碼 |
| Advisor OS, LLC | 4,730 | $107.7 萬 | 0.14% | −252−5.1% | 減碼 |
| Point72 Hong Kong Ltd | 4,704 | $107.1 萬 | 0.07% | +4,704 | 新進 |
| Two Sigma Investments, LP | 4,700 | $107.0 萬 | 0.00% | +300+6.8% | 加碼 |
| Headlands Technologies LLC | 4,670 | $106.3 萬 | 0.32% | +3,075+192.8% | 加碼 |
| Everpar Advisors LLC | 4,660 | $106.1 萬 | 0.49% | +4,660 | 新進 |
| Banque Cantonale Vaudoise | 4,642 | $105.6 萬 | 0.05% | +1,690+57.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 4,597 | $104.6 萬 | 0.02% | +689+17.6% | 加碼 |
| Cornercap Investment Counsel Inc | 4,583 | $104.3 萬 | 0.17% | +117+2.6% | 加碼 |
| MetLife Investment Management | 4,570 | $104.0 萬 | 0.01% | −225−4.7% | 減碼 |
| Aureus Asset Management, LLC | 4,455 | $101.4 萬 | 0.07% | 00.0% | 不變 |
| Versor Investments LP | 4,445 | $101.2 萬 | 0.21% | −2,153−32.6% | 減碼 |
| GWM Advisors LLC | 4,311 | $100.2 萬 | 0.01% | +505+13.3% | 加碼 |
| Castleark Management LLC | 4,335 | $98.7 萬 | 0.04% | +660+18.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 4,263 | $97.0 萬 | 0.01% | −1,757−29.2% | 減碼 |
| CenterBook Partners LP | 4,260 | $97.0 萬 | 0.12% | −1,129−21.0% | 減碼 |
| M&T Bank Corp | 4,240 | $96.5 萬 | 0.00% | −741−14.9% | 減碼 |
| Cresset Asset Management, LLC | 4,197 | $95.5 萬 | 0.01% | −259−5.8% | 減碼 |
| Walleye Trading LLC | 4,190 | $95.4 萬 | 0.01% | +4,190 | 新進 |
| Ethic Inc. | 4,170 | $94.9 萬 | 0.03% | −742−15.1% | 減碼 |
| TownSquare Capital, LLC | 4,147 | $94.4 萬 | 0.02% | +714+20.8% | 加碼 |
| Commonwealth Equity Services, LLC | 4,093 | $93.2 萬 | 0.00% | +1,016+33.0% | 加碼 |
| Achmea Investment Management B.V. | 4,033 | $91.8 萬 | 0.02% | +4,033 | 新進 |
| Verition Fund Management LLC | 4,018 | $91.5 萬 | 0.01% | +1,436+55.6% | 加碼 |
| Independent Advisor Alliance | 4,008 | $91.2 萬 | 0.03% | −921−18.7% | 減碼 |
| Schroder Investment Management Group | 3,983 | $90.7 萬 | 0.00% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 3,980 | $90.6 萬 | 0.02% | +1,050+35.8% | 加碼 |
| Centiva Capital, LP | 3,909 | $89.0 萬 | 0.06% | −680−14.8% | 減碼 |
| Resources Investment Advisors, LLC. | 3,831 | $87.2 萬 | 0.02% | +27+0.7% | 加碼 |
| Cetera Investment Advisers | 3,780 | $86.0 萬 | 0.01% | −1,694−30.9% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 3,744 | $85.2 萬 | 0.23% | +3,744 | 新進 |
| Oppenheimer Asset Management Inc. | 3,722 | $84.7 萬 | 0.01% | −88−2.3% | 減碼 |
| Otter Creek Advisors, LLC | 3,715 | $84.4 萬 | 0.72% | +3,715 | 新進 |
| Balyasny Asset Management LLC | 3,697 | $84.2 萬 | 0.00% | −352,806−99.0% | 減碼 |
| Clark Capital Management Group, Inc. | 3,674 | $83.6 萬 | 0.01% | −4,262−53.7% | 減碼 |
| Axq Capital, LP | 3,575 | $81.4 萬 | 0.22% | −1,025−22.3% | 減碼 |
| MidWestOne Financial Group, Inc. | 3,489 | $79.4 萬 | 0.15% | +3,489 | 新進 |
| Pittenger & Anderson Inc | 3,432 | $78.1 萬 | 0.03% | 00.0% | 不變 |
| Colony Group, LLC | 3,403 | $77.5 萬 | 0.01% | +3,403 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 3,403 | $77.5 萬 | 0.03% | +655+23.8% | 加碼 |
| Shell Asset Management Co | 3,392 | $77.2 萬 | 0.04% | −814−19.4% | 減碼 |
| Globeflex Capital L P | 3,368 | $76.7 萬 | 0.08% | 00.0% | 不變 |
| Yarbrough Capital, LLC | 3,361 | $76.5 萬 | 0.04% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 3,306 | $75.3 萬 | 0.00% | +1,454+78.5% | 加碼 |
| Advisors Asset Management, Inc. | 3,290 | $74.9 萬 | 0.02% | −459−12.2% | 減碼 |
| Emerald Advisers, LLC | 3,282 | $74.7 萬 | 0.03% | −57−1.7% | 減碼 |
| Ritholtz Wealth Management | 3,277 | $74.6 萬 | 0.03% | −556−14.5% | 減碼 |
| Integrated Wealth Concepts LLC | 3,265 | $74.3 萬 | 0.01% | −165−4.8% | 減碼 |
| Argent Capital Management LLC | 3,250 | $74.0 萬 | 0.02% | 00.0% | 不變 |
| Summit Global Investments | 3,189 | $72.6 萬 | 0.05% | −1,547−32.7% | 減碼 |
| LVW Advisors, LLC | 3,184 | $72.5 萬 | 0.14% | +21+0.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 3,083 | $70.2 萬 | 0.01% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 3,005 | $68.4 萬 | 0.02% | +3,005 | 新進 |
| IHT Wealth Management, LLC | 2,979 | $67.8 萬 | 0.03% | −64−2.1% | 減碼 |
| Ossiam | 2,975 | $67.7 萬 | 0.01% | +326+12.3% | 加碼 |
| Fulton Bank, N.A. | 2,919 | $66.4 萬 | 0.03% | −298−9.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 2,918 | $66.4 萬 | 0.01% | −1,271−30.3% | 減碼 |
| Creative Planning | 2,865 | $65.2 萬 | 0.00% | −335−10.5% | 減碼 |
| Tudor Investment Corp Et Al | 2,819 | $64.2 萬 | 0.01% | −46,298−94.3% | 減碼 |
| E. Ohman J:or Asset Management AB | 2,800 | $63.7 萬 | 0.02% | −600−17.6% | 減碼 |
| Transamerica Financial Advisors, Inc. | 2,760 | $62.9 萬 | 0.09% | −198−6.7% | 減碼 |
| Cumberland Partners Ltd | 2,750 | $62.6 萬 | 0.06% | +750+37.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 2,699 | $61.5 萬 | 0.01% | −35−1.3% | 減碼 |
| Alera Investment Advisors, LLC | 2,692 | $61.3 萬 | 0.08% | −1,361−33.6% | 減碼 |
| Proequities, Inc. | 2,684 | $61.1 萬 | 0.04% | −1,540−36.5% | 減碼 |
| Ontario Teachers Pension Plan Board | 2,682 | $61.0 萬 | 0.01% | +856+46.9% | 加碼 |
| Hamilton Capital Partners Inc. | 2,673 | $60.8 萬 | 0.12% | +436+19.5% | 加碼 |
| Concorde Asset Management, LLC | 2,651 | $60.3 萬 | 0.41% | −33−1.2% | 減碼 |
| Ostrum Asset Management | 2,636 | $60.0 萬 | 0.05% | −845−24.3% | 減碼 |
| APG Asset Management N.V. | 2,865 | $59.0 萬 | 0.00% | −14,735−83.7% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,570 | $58.5 萬 | 0.04% | +740+40.4% | 加碼 |
| HighPoint Advisor Group LLC | 2,225 | $58.4 萬 | 0.04% | +2,225 | 新進 |
| The PNC Financial Services Group, Inc. | 2,527 | $57.5 萬 | 0.00% | −301−10.6% | 減碼 |
| Handelsinvest Investeringsforvaltning | 2,509 | $57.1 萬 | 0.23% | +2,509 | 新進 |
| Point72 Asset Management, L.P. | 2,500 | $56.9 萬 | 0.00% | −11,300−81.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,456 | $55.9 萬 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 2,419 | $55.1 萬 | 0.02% | +2,419 | 新進 |
| Parallel Advisors, LLC | 2,378 | $54.1 萬 | 0.02% | +26+1.1% | 加碼 |
| McMahon Financial Advisors, LLC | 2,365 | $53.8 萬 | 0.15% | −66−2.7% | 減碼 |
| London Co of Virginia | 2,270 | $51.7 萬 | 0.00% | 00.0% | 不變 |
| Prossimo Advisors, LLC | 2,235 | $50.9 萬 | 1.08% | +2,235 | 新進 |
| XML Financial, LLC | 2,213 | $50.4 萬 | 0.05% | +2+0.1% | 加碼 |
| NBC Securities, Inc. | 2,172 | $49.4 萬 | 0.05% | −31−1.4% | 減碼 |
| Martingale Asset Management L P | 2,157 | $49.1 萬 | 0.01% | −10,242−82.6% | 減碼 |
| XTX Topco Ltd | 2,153 | $49.0 萬 | 0.11% | +2,153 | 新進 |
| FDx Advisors, Inc. | 2,122 | $48.3 萬 | 0.04% | −279−11.6% | 減碼 |