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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 3,245 | $85.7 萬 | 0.15% | +61+1.9% | 加碼 |
| Argent Capital Management LLC | 3,250 | $85.9 萬 | 0.03% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 3,298 | $87.1 萬 | 0.00% | +771+30.5% | 加碼 |
| Yarbrough Capital, LLC | 3,361 | $88.8 萬 | 0.04% | 00.0% | 不變 |
| Globeflex Capital L P | 3,368 | $89.0 萬 | 0.09% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 3,374 | $89.2 萬 | 0.01% | +109+3.3% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 3,403 | $89.9 萬 | 0.03% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 3,420 | $90.4 萬 | 0.02% | +415+13.8% | 加碼 |
| Colony Group, LLC | 3,445 | $91.0 萬 | 0.01% | +42+1.2% | 加碼 |
| Pittenger & Anderson Inc | 3,467 | $91.6 萬 | 0.04% | +35+1.0% | 加碼 |
| Magnetar Financial LLC | 3,475 | $91.8 萬 | 0.02% | +3,475 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,509 | $92.7 萬 | 0.00% | +1,053+42.9% | 加碼 |
| Nebula Research & Development LLC | 3,611 | $95.4 萬 | 0.21% | +3,611 | 新進 |
| Seven Eight Capital, LP | 3,631 | $95.9 萬 | 0.10% | −6,942−65.7% | 減碼 |
| Ossiam | 3,636 | $96.1 萬 | 0.02% | +661+22.2% | 加碼 |
| Fulton Bank, N.A. | 3,638 | $96.1 萬 | 0.04% | +719+24.6% | 加碼 |
| Crawford Investment Counsel Inc | 3,840 | $101.5 萬 | 0.02% | −140−3.5% | 減碼 |
| Resources Investment Advisors, LLC. | 3,876 | $102.4 萬 | 0.02% | +45+1.2% | 加碼 |
| Independent Advisor Alliance | 3,965 | $104.8 萬 | 0.04% | −43−1.1% | 減碼 |
| Creative Planning | 3,988 | $105.4 萬 | 0.00% | +1,123+39.2% | 加碼 |
| Achmea Investment Management B.V. | 4,033 | $106.6 萬 | 0.02% | 00.0% | 不變 |
| Vestcor Inc | 4,061 | $107.3 萬 | 0.04% | −901−18.2% | 減碼 |
| Castleark Management LLC | 4,065 | $107.4 萬 | 0.04% | −270−6.2% | 減碼 |
| Schroder Investment Management Group | 4,080 | $107.8 萬 | 0.00% | +97+2.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 4,175 | $110.3 萬 | 0.02% | −422−9.2% | 減碼 |
| GWM Advisors LLC | 4,208 | $111.2 萬 | 0.01% | −103−2.4% | 減碼 |
| M&T Bank Corp | 4,207 | $111.2 萬 | 0.00% | −33−0.8% | 減碼 |
| HRT Financial LP | 4,237 | $111.9 萬 | 0.01% | +4,237 | 新進 |
| Nisa Investment Advisors, LLC | 4,239 | $112.0 萬 | 0.01% | −9,852−69.9% | 減碼 |
| Cresset Asset Management, LLC | 4,347 | $114.9 萬 | 0.01% | +150+3.6% | 加碼 |
| Aureus Asset Management, LLC | 4,455 | $117.7 萬 | 0.08% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 4,578 | $120.9 萬 | 0.05% | −64−1.4% | 減碼 |
| MetLife Investment Management | 4,584 | $121.1 萬 | 0.01% | +14+0.3% | 加碼 |
| Cornercap Investment Counsel Inc | 4,598 | $121.5 萬 | 0.19% | +15+0.3% | 加碼 |
| SkyView Investment Advisors, LLC | 4,666 | $123.3 萬 | 0.23% | +4,666 | 新進 |
| Brinker Capital Investments, LLC | 4,676 | $123.5 萬 | 0.01% | −243−4.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 4,676 | $123.5 萬 | 0.01% | −243−4.9% | 減碼 |
| Mercer Global Advisors Inc | 4,718 | $124.6 萬 | 0.00% | −945−16.7% | 減碼 |
| Empowered Funds, LLC | 4,789 | $126.5 萬 | 0.02% | +3,837+403.0% | 加碼 |
| Eqis Capital Management, Inc. | 4,829 | $127.6 萬 | 0.10% | −802−14.2% | 減碼 |
| Bank of Nova Scotia | 4,936 | $130.4 萬 | 0.00% | −11,273−69.5% | 減碼 |
| Edgestream Partners, L.P. | 4,944 | $130.6 萬 | 0.07% | +4,944 | 新進 |
| Navellier & Associates Inc | 4,988 | $131.8 萬 | 0.16% | +171+3.5% | 加碼 |
| Gateway Investment Advisers LLC | 5,079 | $134.2 萬 | 0.02% | +84+1.7% | 加碼 |
| Acadian Asset Management LLC | 5,153 | $135.9 萬 | 0.00% | +4,340+533.8% | 加碼 |
| Ethic Inc. | 5,157 | $136.3 萬 | 0.03% | +987+23.7% | 加碼 |
| Advisor OS, LLC | 5,169 | $136.6 萬 | 0.16% | +439+9.3% | 加碼 |
| Bleakley Financial Group, LLC | 5,178 | $136.8 萬 | 0.04% | +402+8.4% | 加碼 |
| Dana Investment Advisors, Inc. | 5,181 | $136.9 萬 | 0.05% | −3,206−38.2% | 減碼 |
| Commonwealth Equity Services, LLC | 5,473 | $144.6 萬 | 0.00% | +1,380+33.7% | 加碼 |
| TownSquare Capital, LLC | 5,517 | $145.8 萬 | 0.02% | +1,370+33.0% | 加碼 |
| Foresight Global Investors, Inc. | 5,549 | $146.6 萬 | 0.72% | 00.0% | 不變 |
| First Hawaiian Bank | 5,600 | $148.0 萬 | 0.05% | −1,890−25.2% | 減碼 |
| Yorktown Management & Research Co Inc | 5,690 | $150.3 萬 | 1.43% | 00.0% | 不變 |
| Two Sigma Investments, LP | 5,703 | $150.7 萬 | 0.00% | +1,003+21.3% | 加碼 |
| Clark Capital Management Group, Inc. | 5,707 | $150.8 萬 | 0.01% | +2,033+55.3% | 加碼 |
| Redwood Investment Management, LLC | 5,714 | $151.0 萬 | 0.14% | −469−7.6% | 減碼 |
| King Luther Capital Management Corp | 5,804 | $153.3 萬 | 0.01% | +266+4.8% | 加碼 |
| Maryland State Retirement & Pension System | 5,954 | $153.5 萬 | 0.03% | 00.0% | 不變 |
| Nordea Investment Management AB | 5,869 | $154.9 萬 | 0.00% | +240+4.3% | 加碼 |
| Van Leeuwen & Company, LLC | 5,900 | $155.9 萬 | 0.79% | +166+2.9% | 加碼 |
| FORA Capital, LLC | 5,902 | $155.9 萬 | 0.13% | −1,014−14.7% | 減碼 |
| Raymond James Trust N.A. | 5,931 | $156.7 萬 | 0.04% | +169+2.9% | 加碼 |
| QRG Capital Management, Inc. | 5,977 | $157.9 萬 | 0.02% | +486+8.9% | 加碼 |
| Ostrum Asset Management | 5,995 | $158.4 萬 | 0.13% | +3,359+127.4% | 加碼 |
| Aquila Investment Management LLC | 6,000 | $158.5 萬 | 1.35% | 00.0% | 不變 |
| Degroof Petercam Asset Management | 6,000 | $158.5 萬 | 0.02% | 00.0% | 不變 |
| MAI Capital Management | 6,076 | $160.5 萬 | 0.02% | −49−0.8% | 減碼 |
| Headlands Technologies LLC | 6,081 | $160.7 萬 | 0.39% | +1,411+30.2% | 加碼 |
| Quadrature Capital Ltd | 6,127 | $161.9 萬 | 0.03% | +6,127 | 新進 |
| Mirabella Financial Services LLP | 6,132 | $162.0 萬 | 0.12% | +6,132 | 新進 |
| Integrated Investment Consultants, LLC | 6,146 | $162.4 萬 | 0.45% | +485+8.6% | 加碼 |
| Candriam Luxembourg S.C.A. | 6,273 | $165.7 萬 | 0.01% | +1,087+21.0% | 加碼 |
| Kestra Advisory Services, LLC | 6,363 | $168.1 萬 | 0.01% | +769+13.7% | 加碼 |
| Gulf International Bank (UK) Ltd | 6,410 | $169.3 萬 | 0.04% | +60+0.9% | 加碼 |
| Simplicity Wealth,LLC | 6,544 | $172.9 萬 | 0.04% | +6,544 | 新進 |
| Robeco Institutional Asset Management B.V. | 6,641 | $175.5 萬 | 0.00% | −182−2.7% | 減碼 |
| Pitcairn Co | 6,685 | $176.6 萬 | 0.11% | −267−3.8% | 減碼 |
| Garrett Investment Advisors LLC | 6,804 | $179.8 萬 | 0.23% | +824+13.8% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,902 | $182.4 萬 | 0.07% | +6,902 | 新進 |
| Squarepoint Ops LLC | 6,991 | $184.7 萬 | 0.01% | −76,940−91.7% | 減碼 |
| Neuberger Berman Group LLC | 7,032 | $185.8 萬 | 0.00% | +239+3.5% | 加碼 |
| Amalgamated Bank | 7,329 | $193.6 萬 | 0.02% | −2,718−27.1% | 減碼 |
| Prudential Financial Inc | 7,338 | $193.9 萬 | 0.00% | −3,111−29.8% | 減碼 |
| Park Avenue Securities LLC | 7,386 | $195.1 萬 | 0.03% | −1,205−14.0% | 減碼 |
| Anchor Investment Management, LLC | 7,701 | $203.5 萬 | 0.21% | +555+7.8% | 加碼 |
| JustInvest LLC | 7,801 | $206.1 萬 | 0.04% | −58−0.7% | 減碼 |
| Allianz Asset Management GmbH | 7,874 | $208.0 萬 | 0.00% | −522−6.2% | 減碼 |
| Sumitomo Life Insurance Co | 7,983 | $210.9 萬 | 0.05% | −191−2.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 8,106 | $214.2 萬 | 0.01% | −643−7.3% | 減碼 |
| Bridgewater Associates, LP | 8,122 | $214.6 萬 | 0.01% | −34,677−81.0% | 減碼 |
| Advisory Services Network, LLC | 8,127 | $214.7 萬 | 0.05% | −233−2.8% | 減碼 |
| Oliver Luxxe Assets LLC | 8,165 | $215.7 萬 | 0.45% | +13+0.2% | 加碼 |
| Palestra Capital Management LLC | 8,200 | $216.6 萬 | 0.08% | +8,200 | 新進 |
| Kames Capital plc | 8,307 | $219.5 萬 | 0.03% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 8,440 | $223.0 萬 | 0.01% | +475+6.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 8,627 | $223.8 萬 | 0.00% | +443+5.4% | 加碼 |
| Flynn Zito Capital Management, LLC | 8,634 | $228.1 萬 | 1.18% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 8,675 | $229.2 萬 | 0.01% | +313+3.7% | 加碼 |
| Otter Creek Advisors, LLC | 8,741 | $231.0 萬 | 1.62% | +5,026+135.3% | 加碼 |