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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 8,745 | $231.0 萬 | 0.01% | −15,389−63.8% | 減碼 |
| CenterBook Partners LP | 8,760 | $231.4 萬 | 0.16% | +4,500+105.6% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 8,809 | $232.7 萬 | 0.19% | +669+8.2% | 加碼 |
| Nissay Asset Management Corp | 8,826 | $233.2 萬 | 0.02% | +155+1.8% | 加碼 |
| Laurion Capital Management LP | 8,887 | $234.8 萬 | 0.07% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 9,024 | $238.4 萬 | 0.01% | −27,640−75.4% | 減碼 |
| British Columbia Investment Management Corp | 9,029 | $238.5 萬 | 0.02% | +314+3.6% | 加碼 |
| Monument Capital Management | 9,154 | $241.8 萬 | 0.70% | +589+6.9% | 加碼 |
| Caldwell Trust Co | 9,155 | $241.9 萬 | 0.28% | −253−2.7% | 減碼 |
| Beacon Investment Advisors LLC | 9,231 | $243.9 萬 | 1.39% | +112+1.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 9,560 | $254.6 萬 | 0.00% | −164−1.7% | 減碼 |
| Point72 (DIFC) Ltd | 9,756 | $257.8 萬 | 0.20% | +9,756 | 新進 |
| Strategic Global Advisors, LLC | 9,931 | $262.4 萬 | 0.57% | −269−2.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 9,971 | $263.4 萬 | 0.00% | +752+8.2% | 加碼 |
| Retirement Capital Strategies | 10,111 | $267.1 萬 | 1.09% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 10,206 | $269.6 萬 | 0.02% | +100+1.0% | 加碼 |
| Kennedy Capital Management, Inc. | 10,279 | $271.6 萬 | 0.06% | +4,293+71.7% | 加碼 |
| Mackenzie Financial Corp | 10,418 | $275.2 萬 | 0.00% | +40.0% | 加碼 |
| CIBC Asset Management Inc | 10,451 | $276.1 萬 | 0.01% | −59−0.6% | 減碼 |
| Symphony Financial, Ltd. Co. | 10,752 | $284.1 萬 | 0.66% | 00.0% | 不變 |
| Federated Hermes, Inc. | 10,969 | $289.8 萬 | 0.01% | −701−6.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 11,053 | $292.0 萬 | 0.31% | +11,053 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 12,195 | $295.4 萬 | 0.01% | +1,519+14.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 11,199 | $295.9 萬 | 0.08% | +11,112+12,772.4% | 加碼 |
| DnB Asset Management AS | 11,275 | $297.9 萬 | 0.02% | −17,996−61.5% | 減碼 |
| Bridgeway Capital Management, LLC | 11,320 | $299.1 萬 | 0.06% | −20−0.2% | 減碼 |
| Annex Advisory Services, LLC | 11,618 | $306.9 萬 | 0.11% | −593−4.9% | 減碼 |
| Quantinno Capital Management LP | 11,665 | $308.2 萬 | 0.07% | +1,188+11.3% | 加碼 |
| HighTower Advisors, LLC | 11,755 | $311.3 萬 | 0.01% | +5,134+77.5% | 加碼 |
| Hennessy Advisors Inc | 11,800 | $311.8 萬 | 0.13% | +11,800 | 新進 |
| Susquehanna International Group, LLP | 11,997 | $317.0 萬 | 0.00% | −18,558−60.7% | 減碼 |
| Tredje AP-fonden | 12,075 | $319.0 萬 | 0.03% | +275+2.3% | 加碼 |
| Atria Investments LLC | 12,185 | $321.9 萬 | 0.04% | −416−3.3% | 減碼 |
| BlueMar Capital Management, LLC | 12,231 | $323.1 萬 | 5.43% | −183−1.5% | 減碼 |
| CIBC World Markets Inc. | 12,404 | $327.7 萬 | 0.01% | +101+0.8% | 加碼 |
| Silvant Capital Management LLC | 12,746 | $336.7 萬 | 0.16% | +2,522+24.7% | 加碼 |
| Point72 Hong Kong Ltd | 12,888 | $340.5 萬 | 0.17% | +8,184+174.0% | 加碼 |
| Hiddenite Capital Partners LP | 12,900 | $340.8 萬 | 3.91% | +12,900 | 新進 |
| Utah Retirement Systems | 13,117 | $346.6 萬 | 0.04% | 00.0% | 不變 |
| Cerity Partners LLC | 13,309 | $351.7 萬 | 0.01% | +8,357+168.8% | 加碼 |
| Xponance, Inc. | 13,436 | $355.0 萬 | 0.04% | +3,320+32.8% | 加碼 |
| Cetera Investment Advisers | 13,634 | $360.2 萬 | 0.01% | +9,854+260.7% | 加碼 |
| Shepherd Financial Partners LLC | 13,755 | $363.4 萬 | 0.48% | −6,442−31.9% | 減碼 |
| Swedbank AB | 13,809 | $364.8 萬 | 0.01% | −349−2.5% | 減碼 |
| TD Private Client Wealth LLC | 14,177 | $374.6 萬 | 0.12% | +994+7.5% | 加碼 |
| Engineers Gate Manager LP | 14,487 | $382.7 萬 | 0.10% | +2,900+25.0% | 加碼 |
| James Investment Research Inc | 14,697 | $388.3 萬 | 0.46% | +47+0.3% | 加碼 |
| Principal Financial Group Inc | 14,862 | $392.7 萬 | 0.00% | −258−1.7% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 15,084 | $398.5 萬 | 0.29% | +5,666+60.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 15,092 | $398.8 萬 | 0.02% | −385−2.5% | 減碼 |
| Eagle Rock Investment Company, LLC | 15,113 | $399.3 萬 | 0.74% | −197−1.3% | 減碼 |
| Captrust Financial Advisors | 15,348 | $405.5 萬 | 0.01% | −2,392−13.5% | 減碼 |
| Northwest Financial Advisors | 15,397 | $406.8 萬 | 4.47% | +17+0.1% | 加碼 |
| Mariner, LLC | 15,427 | $407.6 萬 | 0.01% | +704+4.8% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 15,452 | $408.2 萬 | 0.02% | −167−1.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 15,518 | $410.0 萬 | 0.05% | −573−3.6% | 減碼 |
| IFM Investors Pty Ltd | 15,573 | $411.4 萬 | 0.04% | −271−1.7% | 減碼 |
| Cornerstone Wealth Management, LLC | 15,691 | $414.6 萬 | 0.34% | +29+0.2% | 加碼 |
| Handelsbanken Fonder AB | 16,281 | $430.1 萬 | 0.02% | 00.0% | 不變 |
| Gradient Investments LLC | 16,465 | $435.0 萬 | 0.10% | −1,959−10.6% | 減碼 |
| Illinois Municipal Retirement Fund | 17,742 | $468.7 萬 | 0.07% | 00.0% | 不變 |
| MML Investors Services, LLC | 18,053 | $477.0 萬 | 0.02% | −503−2.7% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 18,526 | $489.5 萬 | 0.21% | +1,314+7.6% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 18,815 | $497.1 萬 | 0.12% | 00.0% | 不變 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 19,500 | $515.2 萬 | 0.06% | +100+0.5% | 加碼 |
| Snowden Capital Advisors LLC | 19,986 | $528.0 萬 | 0.16% | +3,599+22.0% | 加碼 |
| Segment Wealth Management, LLC | 20,381 | $538.5 萬 | 0.41% | +5,838+40.1% | 加碼 |
| Whittier Trust Co | 20,662 | $545.9 萬 | 0.08% | +20,662 | 新進 |
| Winthrop Advisory Group LLC | 20,783 | $549.1 萬 | 0.79% | −150−0.7% | 減碼 |
| Arizona State Retirement System | 20,799 | $549.5 萬 | 0.04% | −20.0% | 減碼 |
| Chilton Investment Co LLC | 21,178 | $559.5 萬 | 0.15% | +21,178 | 新進 |
| US Bancorp | 21,185 | $559.8 萬 | 0.01% | +103+0.5% | 加碼 |
| LMR Partners LLP | 21,772 | $575.2 萬 | 0.15% | −22,000−50.3% | 減碼 |
| Bullseye Asset Management LLC | 22,527 | $595.2 萬 | 2.80% | 00.0% | 不變 |
| Phoenix Holdings Ltd. | 22,867 | $604.3 萬 | 0.08% | +4,677+25.7% | 加碼 |
| Compagnie Lombard Odier SCmA | 23,210 | $613.2 萬 | 0.11% | +10,779+86.7% | 加碼 |
| Van Eck Associates Corp | 23,589 | $623.3 萬 | 0.01% | +2,969+14.4% | 加碼 |
| Picton Mahoney Asset Management | 23,628 | $624.4 萬 | 0.26% | +23,628 | 新進 |
| Winmill & Co. Inc | 24,660 | $651.5 萬 | 1.85% | 00.0% | 不變 |
| Private Advisor Group, LLC | 25,083 | $662.7 萬 | 0.05% | −932−3.6% | 減碼 |
| Blair William & Co | 25,287 | $668.1 萬 | 0.02% | +1,832+7.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,421 | $671.6 萬 | 0.02% | −2,591−9.2% | 減碼 |
| Resona Asset Management Co.,Ltd. | 25,987 | $686.6 萬 | 0.04% | +25,987 | 新進 |
| Mediolanum International Funds Ltd | 26,485 | $695.5 萬 | 0.11% | +26,485 | 新進 |
| Formuepleje A/S | 26,390 | $697.2 萬 | 0.39% | −2,867−9.8% | 減碼 |
| Andra AP-fonden | 26,500 | $700.1 萬 | 0.12% | −3,200−10.8% | 減碼 |
| Forsta Ap-Fonden | 28,200 | $745.0 萬 | 0.06% | −12,500−30.7% | 減碼 |
| Jane Street Group, LLC | 28,364 | $749.4 萬 | 0.01% | +7,837+38.2% | 加碼 |
| KWB Wealth | 28,459 | $751.9 萬 | 1.01% | +50.0% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 28,586 | $755.3 萬 | 0.41% | +4,881+20.6% | 加碼 |
| Storebrand Asset Management AS | 29,039 | $767.2 萬 | 0.03% | −9,039−23.7% | 減碼 |
| Nomura Asset Management Co Ltd | 29,145 | $770.0 萬 | 0.03% | −1,415−4.6% | 減碼 |
| Mawer Investment Management Ltd. | 29,626 | $782.7 萬 | 0.04% | +14,799+99.8% | 加碼 |
| 12 West Capital Management LP | 30,300 | $800.5 萬 | 0.73% | +30,300 | 新進 |
| Korea Investment CORP | 30,330 | $801.3 萬 | 0.02% | −25,968−46.1% | 減碼 |
| Walleye Capital LLC | 30,347 | $801.8 萬 | 0.09% | +15,660+106.6% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 30,600 | $808.5 萬 | 0.06% | −6,700−18.0% | 減碼 |
| Transform Wealth, LLC | 31,804 | $840.3 萬 | 0.80% | +31,804 | 新進 |
| Asset Management One Co.,Ltd. | 32,238 | $851.7 萬 | 0.03% | −2,625−7.5% | 減碼 |
| Channing Capital Management, LLC | 34,046 | $899.5 萬 | 0.24% | +34,046 | 新進 |