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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 2,110 | $48.0 萬 | 0.00% | −1,161−35.5% | 減碼 |
| CIBC World Markets Corp | 2,108 | $48.0 萬 | 0.00% | +2,108 | 新進 |
| Tokio Marine Asset Management Co Ltd | 2,104 | $47.9 萬 | 0.03% | +198+10.4% | 加碼 |
| United Capital Financial Advisers, LLC | 2,078 | $47.3 萬 | 0.00% | +2,078 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 2,064 | $47.0 萬 | 0.01% | −50,339−96.1% | 減碼 |
| Metis Global Partners, LLC | 2,062 | $46.9 萬 | 0.02% | −140−6.4% | 減碼 |
| Ironwood Investment Counsel, LLC | 2,045 | $46.5 萬 | 0.09% | −165−7.5% | 減碼 |
| Heritage Wealth Management, LLC | 2,021 | $46.0 萬 | 0.25% | +2,021 | 新進 |
| Archer Investment Corp | 2,016 | $45.9 萬 | 0.15% | 00.0% | 不變 |
| WJ Wealth Management, LLC | 2,000 | $45.5 萬 | 0.20% | 00.0% | 不變 |
| Bessemer Group Inc | 1,975 | $44.9 萬 | 0.00% | −1,031−34.3% | 減碼 |
| PEAK6 Investments LLC | 1,956 | $44.5 萬 | 0.02% | +1,061+118.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 1,925 | $43.8 萬 | 0.04% | +1,925 | 新進 |
| MONECO Advisors, LLC | 1,918 | $43.7 萬 | 0.08% | +14+0.7% | 加碼 |
| SG Americas Securities, LLC | 1,912 | $43.5 萬 | 0.00% | −6,194−76.4% | 減碼 |
| Greenleaf Trust | 1,899 | $43.2 萬 | 0.00% | −3−0.2% | 減碼 |
| Aigen Investment Management, LP | 1,841 | $41.9 萬 | 0.07% | +1,841 | 新進 |
| EverSource Wealth Advisors, LLC | 1,833 | $41.7 萬 | 0.04% | −19−1.0% | 減碼 |
| Ieq Capital, LLC | 1,820 | $41.4 萬 | 0.01% | +95+5.5% | 加碼 |
| Moody Lynn & Lieberson, LLC | 1,800 | $41.0 萬 | 0.03% | 00.0% | 不變 |
| Wedmont Private Capital | 1,688 | $40.1 萬 | 0.03% | +425+33.7% | 加碼 |
| iA Global Asset Management Inc. | 1,757 | $40.0 萬 | 0.01% | +31+1.8% | 加碼 |
| Fox Run Management, L.L.C. | 1,752 | $39.9 萬 | 0.10% | +1,752 | 新進 |
| Two Sigma Securities, LLC | 1,727 | $39.3 萬 | 0.02% | +1,727 | 新進 |
| Pearl River Capital, LLC | 1,726 | $39.3 萬 | 0.06% | +1,726 | 新進 |
| Alberta Investment Management Corp | 1,700 | $38.7 萬 | 0.00% | 00.0% | 不變 |
| State of Michigan Retirement System | 1,700 | $38.7 萬 | 0.00% | +300+21.4% | 加碼 |
| Sanchez Wealth Management Group | 1,645 | $37.4 萬 | 0.14% | +65+4.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 1,628 | $37.1 萬 | 0.01% | +28+1.8% | 加碼 |
| Coastal Investment Advisors, Inc. | 1,604 | $36.5 萬 | 0.08% | −80−4.8% | 減碼 |
| Yousif Capital Management, LLC | 1,599 | $36.4 萬 | 0.00% | −52−3.1% | 減碼 |
| DGS Capital Management, LLC | 1,581 | $36.0 萬 | 0.14% | −54−3.3% | 減碼 |
| Pennsylvania Capital Management Inc | 1,572 | $35.8 萬 | 0.14% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 1,550 | $35.3 萬 | 0.02% | +101+7.0% | 加碼 |
| Riverpoint Wealth Management Holdings, LLC | 1,534 | $34.9 萬 | 0.10% | +2+0.1% | 加碼 |
| Lido Advisors, LLC | 1,507 | $34.3 萬 | 0.00% | −356−19.1% | 減碼 |
| Thrivent Financial for Lutherans | 1,480 | $33.7 萬 | 0.00% | −343−18.8% | 減碼 |
| Axxcess Wealth Management, LLC | 1,456 | $33.2 萬 | 0.01% | −1,288−46.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 1,436 | $32.7 萬 | 0.00% | −12−0.8% | 減碼 |
| Wealth Alliance | 1,434 | $32.6 萬 | 0.05% | +14+1.0% | 加碼 |
| Lincoln National Corp | 1,406 | $32.0 萬 | 0.01% | −371−20.9% | 減碼 |
| Great Diamond Partners, LLC | 1,406 | $32.0 萬 | 0.08% | −121−7.9% | 減碼 |
| First County Bank | 1,379 | $31.4 萬 | 0.15% | −65−4.5% | 減碼 |
| Signaturefd, LLC | 1,377 | $31.3 萬 | 0.01% | −392−22.2% | 減碼 |
| Wealthfront Advisers LLC | 1,363 | $31.0 萬 | 0.00% | −325−19.3% | 減碼 |
| Groupama Asset Managment | 1,357 | $30.9 萬 | 0.01% | +1,357 | 新進 |
| Vontobel Holding Ltd. | 1,350 | $30.7 萬 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 1,350 | $30.7 萬 | 0.12% | 00.0% | 不變 |
| Hallmark Capital Management Inc | 1,339 | $30.5 萬 | 0.02% | +19+1.4% | 加碼 |
| SFG Wealth Management, LLC. | 1,338 | $30.5 萬 | 0.20% | +26+2.0% | 加碼 |
| Alps Advisors Inc | 1,330 | $30.3 萬 | 0.00% | −1,507−53.1% | 減碼 |
| Symmetry Partners, LLC | 1,324 | $30.2 萬 | 0.02% | 00.0% | 不變 |
| Toroso Investments, LLC | 1,305 | $29.7 萬 | 0.01% | +88+7.2% | 加碼 |
| Swiss Life Asset Management Ltd | 1,293 | $29.5 萬 | 0.00% | +85+7.0% | 加碼 |
| American International Group, Inc. | 1,275 | $29.0 萬 | 0.00% | −81−6.0% | 減碼 |
| Future Fund LLC | 1,254 | $28.5 萬 | 0.79% | −200−13.8% | 減碼 |
| Bridgefront Capital, LLC | 1,249 | $28.4 萬 | 0.21% | +1,249 | 新進 |
| Custom Index Systems, LLC | 1,221 | $27.8 萬 | 0.18% | +1,221 | 新進 |
| Cetera Trust Company, N.A | 1,210 | $27.5 萬 | 0.17% | +1,210 | 新進 |
| Vinva Investment Management Ltd | 1,183 | $27.0 萬 | 0.02% | +1,183 | 新進 |
| Pzena Investment Management LLC | 1,187 | $27.0 萬 | 0.00% | −90−7.0% | 減碼 |
| Davenport & Co LLC | 1,173 | $26.7 萬 | 0.00% | −807−40.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 1,153 | $26.3 萬 | 0.00% | +24+2.1% | 加碼 |
| MJP Associates Inc | 1,136 | $25.9 萬 | 0.07% | −26−2.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 1,114 | $25.4 萬 | 0.02% | −7−0.6% | 減碼 |
| Brown Advisory Inc | 1,114 | $25.4 萬 | 0.00% | +1,114 | 新進 |
| Capstone Investment Advisors, LLC | 1,109 | $25.2 萬 | 0.00% | +112+11.2% | 加碼 |
| Systematic Portfolios LLC | 1,109 | $25.2 萬 | 0.76% | +1,109 | 新進 |
| Seeds Investor LLC | 1,091 | $24.8 萬 | 0.28% | +1,091 | 新進 |
| OneAscent Wealth Management LLC | 1,073 | $24.4 萬 | 0.10% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 1,047 | $23.8 萬 | 0.01% | −128−10.9% | 減碼 |
| OneAscent Financial Services LLC | 1,046 | $23.8 萬 | 0.03% | +1,046 | 新進 |
| Coldstream Capital Management Inc | 1,035 | $23.6 萬 | 0.01% | +137+15.3% | 加碼 |
| Eagle Bay Advisors LLC | 1,018 | $23.2 萬 | 0.15% | +123+13.7% | 加碼 |
| Cornerstone Investment Partners, LLC | 1,012 | $23.0 萬 | 0.01% | −490−32.6% | 減碼 |
| HMS Capital Management, LLC | 1,008 | $23.0 萬 | 0.14% | −32−3.1% | 減碼 |
| Forum Financial Management, LP | 1,004 | $22.9 萬 | 0.00% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 996 | $22.7 萬 | 0.12% | +996 | 新進 |
| CWM, LLC | 985 | $22.4 萬 | 0.00% | +56+6.0% | 加碼 |
| Intrust Bank NA | 974 | $22.2 萬 | 0.03% | −101−9.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 972 | $22.1 萬 | 0.00% | +660+211.5% | 加碼 |
| Thrive Wealth Management, LLC | 969 | $22.1 萬 | 0.05% | −127−11.6% | 減碼 |
| Apollon Wealth Management, LLC | 962 | $21.9 萬 | 0.01% | +962 | 新進 |
| Elgethun Capital Management | 958 | $21.8 萬 | 0.06% | 00.0% | 不變 |
| Empowered Funds, LLC | 952 | $21.7 萬 | 0.01% | +952 | 新進 |
| National Asset Management, Inc. | 934 | $21.3 萬 | 0.01% | −1,277−57.8% | 減碼 |
| Hill Investment Group Partners, LLC | 925 | $21.1 萬 | 0.03% | +1+0.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 922 | $21.0 萬 | 0.00% | +155+20.2% | 加碼 |
| Arkadios Wealth Advisors | 912 | $20.8 萬 | 0.02% | −21−2.3% | 減碼 |
| Berger Financial Group, Inc | 897 | $20.4 萬 | 0.02% | −8−0.9% | 減碼 |
| Lindbrook Capital, LLC | 883 | $20.1 萬 | 0.02% | +32+3.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 880 | $20.0 萬 | 0.01% | 00.0% | 不變 |
| Mather Group, LLC. | 880 | $20.0 萬 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 872 | $19.8 萬 | 0.03% | +97+12.5% | 加碼 |
| V-Square Quantitative Management LLC | 863 | $19.6 萬 | 0.05% | +341+65.3% | 加碼 |
| TSFG, LLC | 862 | $19.6 萬 | 0.06% | +1+0.1% | 加碼 |
| Acadian Asset Management LLC | 813 | $18.5 萬 | 0.00% | −839−50.8% | 減碼 |
| Systematic Alpha Investments, LLC | 760 | $17.3 萬 | 0.01% | 00.0% | 不變 |
| United Community Bank | 645 | $14.7 萬 | 0.06% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 600 | $13.7 萬 | 0.00% | 00.0% | 不變 |