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。
2024 年第 1 季 13F 持有人
LPL Financial Holdings Inc. 在 2024/3/31 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
- 650
- 較 2023 年第 4 季 +33 家
- 持有股數
- 7,272 萬
- 較 2023 年第 4 季 +163.4 萬 (+2.3%)
- 總市值
- $192.1 億
- 較 2023 年第 4 季 +$30.2 億 (+18.7%)
- 新進機構
- 100
- 另有 237 家加碼
- 清倉機構
- 67
- 另有 210 家減碼
另有 4 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,046,946 | $18.6 億 | 0.04% | −94,103−1.3% | 減碼 |
| BlackRock Inc. | 6,077,311 | $16.1 億 | 0.04% | +115,852+1.9% | 加碼 |
| FMR LLC | 3,165,283 | $8.36 億 | 0.06% | +366,093+13.1% | 加碼 |
| Janus Henderson Group PLC | 2,575,715 | $6.81 億 | 0.37% | −267,917−9.4% | 減碼 |
| Price T Rowe Associates Inc | 2,374,801 | $6.27 億 | 0.08% | −81,250−3.3% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,356,551 | $6.23 億 | 1.44% | +162,730+7.4% | 加碼 |
| Boston Partners | 1,765,230 | $4.66 億 | 0.56% | +738,509+71.9% | 加碼 |
| State Street Corp | 1,709,997 | $4.52 億 | 0.02% | −57,740−3.3% | 減碼 |
| WCM Investment Management, LLC | 1,697,064 | $4.48 億 | 1.07% | +970+0.1% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,685,070 | $4.45 億 | 3.51% | −155,044−8.4% | 減碼 |
| Capital Research Global Investors | 1,597,136 | $4.22 億 | 0.10% | −611,052−27.7% | 減碼 |
| Geode Capital Management, LLC | 1,368,673 | $3.61 億 | 0.03% | +17,007+1.3% | 加碼 |
| Clarkston Capital Partners, LLC | 1,333,373 | $3.52 億 | 6.21% | −20,505−1.5% | 減碼 |
| Morgan Stanley | 1,275,896 | $3.37 億 | 0.03% | +750,603+142.9% | 加碼 |
| Samlyn Capital, LLC | 1,106,080 | $2.92 億 | 5.08% | −88,641−7.4% | 減碼 |
| TD Asset Management Inc | 1,103,655 | $2.92 億 | 0.27% | +275,286+33.2% | 加碼 |
| Bank of New York Mellon Corp | 970,749 | $2.56 億 | 0.05% | +23,890+2.5% | 加碼 |
| JPMorgan Chase & Co | 966,499 | $2.55 億 | 0.02% | +56,238+6.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 946,039 | $2.50 億 | 0.32% | −52,800−5.3% | 減碼 |
| Epoch Investment Partners, Inc. | 927,369 | $2.45 億 | 1.09% | +153,072+19.8% | 加碼 |
| Norges Bank | 919,122 | $2.43 億 | 0.04% | +38,280+4.3% | 加碼 |
| Massachusetts Financial Services Co | 794,610 | $2.10 億 | 0.06% | +211,222+36.2% | 加碼 |
| Canada Pension Plan Investment Board | 783,777 | $2.07 億 | 0.22% | +88,241+12.7% | 加碼 |
| Eminence Capital, LP | 735,866 | $1.94 億 | 3.57% | −63,891−8.0% | 減碼 |
| Dimensional Fund Advisors LP | 722,187 | $1.91 億 | 0.05% | +3,941+0.5% | 加碼 |
| Darlington Partners Capital Management, LP | 715,014 | $1.89 億 | 10.84% | 00.0% | 不變 |
| Eagle Asset Management Inc | 694,822 | $1.85 億 | 0.94% | −24,469−3.4% | 減碼 |
| Millennium Management LLC | 637,797 | $1.69 億 | 0.14% | −561,648−46.8% | 減碼 |
| Voya Investment Management LLC | 636,536 | $1.68 億 | 0.16% | −112,245−15.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 590,420 | $1.56 億 | 0.14% | +490,717+492.2% | 加碼 |
| Bank of America Corp | 572,130 | $1.51 億 | 0.01% | +26,052+4.8% | 加碼 |
| UBS Asset Management Americas Inc | 543,035 | $1.43 億 | 0.05% | +6,283+1.2% | 加碼 |
| SurgoCap Partners LP | 521,931 | $1.38 億 | 7.40% | −54,688−9.5% | 減碼 |
| Fairview Capital Investment Management, LLC | 498,919 | $1.32 億 | 7.43% | −3,362−0.7% | 減碼 |
| Wells Fargo & Company | 486,155 | $1.28 億 | 0.03% | +9,396+2.0% | 加碼 |
| First Pacific Advisors, LP | 459,822 | $1.21 億 | 1.70% | −439−0.1% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 454,291 | $1.20 億 | 1.18% | +27,905+6.5% | 加碼 |
| ArrowMark Colorado Holdings LLC | 452,938 | $1.20 億 | 1.36% | −22,751−4.8% | 減碼 |
| Northern Trust Corp | 446,876 | $1.18 億 | 0.02% | −19,082−4.1% | 減碼 |
| Junto Capital Management LP | 437,674 | $1.16 億 | 2.56% | −76,641−14.9% | 減碼 |
| Agf Management Ltd | 426,511 | $1.13 億 | 0.62% | +52,156+13.9% | 加碼 |
| Azora Capital LP | 416,556 | $1.10 億 | 7.97% | +89,760+27.5% | 加碼 |
| Invesco Ltd. | 415,932 | $1.10 億 | 0.02% | +99,960+31.6% | 加碼 |
| Alliancebernstein L.P. | 386,530 | $1.02 億 | 0.04% | −17,961−4.4% | 減碼 |
| Westfield Capital Management Co LP | 385,227 | $1.02 億 | 0.53% | −43,642−10.2% | 減碼 |
| Raymond James & Associates | 373,968 | $9,880 萬 | 0.07% | +8,177+2.2% | 加碼 |
| HMI Capital Management, L.P. | 371,343 | $9,811 萬 | 3.61% | +371,343 | 新進 |
| Legal & General Group Plc | 354,574 | $9,368 萬 | 0.03% | −5,620−1.6% | 減碼 |
| Jacobs Levy Equity Management, Inc | 340,522 | $8,997 萬 | 0.40% | −139,254−29.0% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 330,432 | $8,730 萬 | 1.69% | −154,668−31.9% | 減碼 |
| Envestnet Asset Management Inc | 327,352 | $8,649 萬 | 0.03% | +20,597+6.7% | 加碼 |
| Citadel Advisors LLC | 319,952 | $8,453 萬 | 0.08% | +38,199+13.6% | 加碼 |
| Goldman Sachs Group Inc | 315,960 | $8,348 萬 | 0.02% | −1,134−0.4% | 減碼 |
| American Century Companies Inc | 312,625 | $8,260 萬 | 0.05% | +1,935+0.6% | 加碼 |
| North Peak Capital Management, LLC | 307,879 | $8,134 萬 | 9.04% | +82,222+36.4% | 加碼 |
| Franklin Resources Inc | 304,047 | $8,033 萬 | 0.03% | +34,921+13.0% | 加碼 |
| Charles Schwab Investment Management Inc | 300,525 | $7,940 萬 | 0.02% | +7,054+2.4% | 加碼 |
| Coronation Fund Managers Ltd. | 298,178 | $7,878 萬 | 2.14% | +183,290+159.5% | 加碼 |
| HSBC Holdings PLC | 294,326 | $7,776 萬 | 0.06% | −17,880−5.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 287,071 | $7,584 萬 | 0.12% | −34,199−10.6% | 減碼 |
| Nuveen Asset Management, LLC | 283,813 | $7,498 萬 | 0.02% | −415,722−59.4% | 減碼 |
| Standard Life Aberdeen plc | 275,441 | $7,277 萬 | 0.14% | −1,384−0.5% | 減碼 |
| Qube Research & Technologies Ltd | 256,531 | $6,778 萬 | 0.12% | +70,655+38.0% | 加碼 |
| Employees Retirement System of Texas | 246,000 | $6,499 萬 | 0.71% | 00.0% | 不變 |
| Primecap Management Co | 234,400 | $6,193 萬 | 0.05% | +84,400+56.3% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 234,326 | $6,191 萬 | 0.77% | −198−0.1% | 減碼 |
| Deutsche Bank AG | 219,468 | $5,798 萬 | 0.03% | −54,284−19.8% | 減碼 |
| Macquarie Group Ltd | 218,115 | $5,761 萬 | 0.07% | +194,349+817.8% | 加碼 |
| HM Payson & Co | 195,128 | $5,155 萬 | 0.96% | +99,987+105.1% | 加碼 |
| Jackson Square Partners, LLC | 193,966 | $5,125 萬 | 2.13% | +34,378+21.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 187,783 | $4,961 萬 | 0.03% | −18,737−9.1% | 減碼 |
| Trillium Asset Management, LLC | 184,672 | $4,879 萬 | 1.24% | −4,874−2.6% | 減碼 |
| Commerce Bank | 183,513 | $4,848 萬 | 0.32% | −172−0.1% | 減碼 |
| Wellington Management Group LLP | 178,747 | $4,722 萬 | 0.01% | −30,331−14.5% | 減碼 |
| Victory Capital Management Inc | 176,024 | $4,651 萬 | 0.05% | −44,808−20.3% | 減碼 |
| Bank of Montreal | 170,165 | $4,565 萬 | 0.02% | +87,874+106.8% | 加碼 |
| Royal Bank of Canada | 172,093 | $4,547 萬 | 0.01% | −84,369−32.9% | 減碼 |
| Panagora Asset Management Inc | 171,526 | $4,532 萬 | 0.24% | +610.0% | 加碼 |
| Truist Financial Corp | 164,202 | $4,338 萬 | 0.07% | +34,163+26.3% | 加碼 |
| Waratah Capital Advisors Ltd. | 160,391 | $4,238 萬 | 2.17% | +10,114+6.7% | 加碼 |
| Family Wealth Partners, LLC | 146,940 | $3,882 萬 | 22.00% | +76,426+108.4% | 加碼 |
| Stifel Financial Corp | 141,740 | $3,745 萬 | 0.04% | +43,773+44.7% | 加碼 |
| California Public Employees Retirement System | 140,118 | $3,702 萬 | 0.03% | −4,719−3.3% | 減碼 |
| Castle Hook Partners LP | 131,637 | $3,478 萬 | 1.26% | +131,637 | 新進 |
| Pinebridge Investments, L.P. | 122,284 | $3,231 萬 | 0.26% | +723+0.6% | 加碼 |
| Bamco Inc | 122,038 | $3,224 萬 | 0.09% | +8,184+7.2% | 加碼 |
| National Bank of Canada | 119,772 | $3,218 萬 | 0.06% | +96,816+421.7% | 加碼 |
| California State Teachers Retirement System | 121,566 | $3,212 萬 | 0.04% | +958+0.8% | 加碼 |
| Man Group plc | 119,339 | $3,153 萬 | 0.08% | +27,243+29.6% | 加碼 |
| National Pension Service | 115,400 | $3,049 萬 | 0.04% | +1,200+1.1% | 加碼 |
| Southpoint Capital Advisors LP | 115,000 | $3,038 萬 | 0.60% | −75,000−39.5% | 減碼 |
| Credit Suisse AG | 114,521 | $3,026 萬 | 0.03% | −15,272−11.8% | 減碼 |
| SEI Investments Co | 113,254 | $2,992 萬 | 0.04% | +21,481+23.4% | 加碼 |
| Artemis Investment Management LLP | 110,904 | $2,929 萬 | 0.38% | +315+0.3% | 加碼 |
| Brandywine Global Investment Management, LLC | 109,929 | $2,904 萬 | 0.21% | +39,935+57.1% | 加碼 |
| Rhumbline Advisers | 108,639 | $2,870 萬 | 0.03% | −2,040−1.8% | 減碼 |
| CIBC World Markets Corp | 98,653 | $2,606 萬 | 0.17% | +96,545+4,579.9% | 加碼 |
| Renaissance Technologies LLC | 94,100 | $2,486 萬 | 0.04% | −89,600−48.8% | 減碼 |
| Heron Bay Capital Management | 89,929 | $2,376 萬 | 5.04% | −4,333−4.6% | 減碼 |
| LPL Financial LLC | 88,576 | $2,340 萬 | 0.01% | +8,548+10.7% | 加碼 |