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 |
|---|---|---|---|---|---|
| Brant Point Investment Management LLC | 34,472 | $910.8 萬 | 2.03% | −4,782−12.2% | 減碼 |
| Janney Montgomery Scott LLC | 34,705 | $916.9 萬 | 0.03% | −987−2.8% | 減碼 |
| CI Private Wealth, LLC | 34,953 | $923.4 萬 | 0.02% | −34,670−49.8% | 減碼 |
| First Trust Advisors LP | 34,963 | $923.7 萬 | 0.01% | −67,884−66.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 35,769 | $945.0 萬 | 0.03% | +3,534+11.0% | 加碼 |
| Public Employees Retirement System of Ohio | 36,506 | $964.5 萬 | 0.04% | −2,002−5.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 36,940 | $976.0 萬 | 0.12% | −1,413−3.7% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 37,727 | $996.7 萬 | 0.47% | +37,727 | 新進 |
| Pictet Asset Management Holding SA | 38,740 | $1,023 萬 | 0.01% | +266+0.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39,331 | $1,039 萬 | 0.01% | +5,101+14.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 39,785 | $1,051 萬 | 0.01% | −3,747−8.6% | 減碼 |
| State of Wisconsin Investment Board | 41,205 | $1,089 萬 | 0.03% | +2,145+5.5% | 加碼 |
| Tobam | 41,602 | $1,099 萬 | 0.99% | +20,868+100.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 41,619 | $1,100 萬 | 0.01% | +3,543+9.3% | 加碼 |
| Intech Investment Management LLC | 41,850 | $1,106 萬 | 0.16% | +11,703+38.8% | 加碼 |
| Pathstone Holdings, LLC | 42,032 | $1,110 萬 | 0.05% | +1,462+3.6% | 加碼 |
| Great West Life Assurance Co | 42,229 | $1,117 萬 | 0.02% | −1,983−4.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 44,183 | $1,167 萬 | 0.04% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 44,569 | $1,178 萬 | 0.76% | +2,155+5.1% | 加碼 |
| Logan Capital Management Inc | 44,974 | $1,188 萬 | 0.51% | −113−0.3% | 減碼 |
| Icon Advisers Inc | 45,632 | $1,215 萬 | 2.64% | 00.0% | 不變 |
| AQR Capital Management LLC | 46,900 | $1,239 萬 | 0.02% | −11,165−19.2% | 減碼 |
| Ensign Peak Advisors, Inc | 47,998 | $1,268 萬 | 0.02% | −1,042−2.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 48,454 | $1,280 萬 | 0.15% | +44,191+1,036.6% | 加碼 |
| Royal London Asset Management Ltd | 49,063 | $1,296 萬 | 0.03% | −1,297−2.6% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 49,467 | $1,303 萬 | 1.19% | +5,223+11.8% | 加碼 |
| Treasurer of the State of North Carolina | 52,015 | $1,374 萬 | 0.06% | −767−1.5% | 減碼 |
| New York State Common Retirement Fund | 53,693 | $1,419 萬 | 0.02% | −6,563−10.9% | 減碼 |
| Citigroup Inc | 53,991 | $1,426 萬 | 0.02% | −10,432−16.2% | 減碼 |
| Fort Washington Investment Advisors Inc | 54,400 | $1,437 萬 | 0.09% | −16,870−23.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 55,110 | $1,458 萬 | 0.03% | −20,209−26.8% | 減碼 |
| KBC Group NV | 55,665 | $1,471 萬 | 0.05% | +45,796+464.0% | 加碼 |
| Thornburg Investment Management Inc | 55,771 | $1,473 萬 | 0.21% | −6,070−9.8% | 減碼 |
| Natixis Advisors, L.P. | 55,987 | $1,479 萬 | 0.03% | +27,144+94.1% | 加碼 |
| Parnassus Investments | 56,840 | $1,502 萬 | 0.03% | +25,196+79.6% | 加碼 |
| Teacher Retirement System of Texas | 57,240 | $1,512 萬 | 0.10% | −6,680−10.5% | 減碼 |
| NewEdge Wealth, LLC | 57,091 | $1,538 萬 | 0.35% | +1,264+2.3% | 加碼 |
| Iridian Asset Management LLC | 60,014 | $1,586 萬 | 3.11% | −141−0.2% | 減碼 |
| Toronto Dominion Bank | 67,213 | $1,776 萬 | 0.03% | +57,396+584.7% | 加碼 |
| Aviva PLC | 68,873 | $1,820 萬 | 0.06% | −5,451−7.3% | 減碼 |
| Barclays PLC | 69,465 | $1,835 萬 | 0.01% | −15,018−17.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 95,589 | $1,935 萬 | 0.05% | +7,740+8.8% | 加碼 |
| UBS Group AG | 74,675 | $1,973 萬 | 0.01% | +22,050+41.9% | 加碼 |
| Russell Investments Group, Ltd. | 75,248 | $1,988 萬 | 0.03% | −42,372−36.0% | 減碼 |
| Reinhart Partners, Inc. | 75,835 | $2,004 萬 | 0.82% | +1,215+1.6% | 加碼 |
| Ameriprise Financial Inc | 76,786 | $2,029 萬 | 0.01% | +951+1.3% | 加碼 |
| Danske Bank A/S | 77,675 | $2,052 萬 | 0.06% | +77,675 | 新進 |
| Comerica Bank | 79,043 | $2,088 萬 | 0.09% | −3,060−3.7% | 減碼 |
| Brown Brothers Harriman & Co | 80,934 | $2,138 萬 | 0.16% | +21,978+37.3% | 加碼 |
| Amundi | 87,926 | $2,284 萬 | 0.01% | −47,946−35.3% | 減碼 |
| LPL Financial LLC | 88,576 | $2,340 萬 | 0.01% | +8,548+10.7% | 加碼 |
| Heron Bay Capital Management | 89,929 | $2,376 萬 | 5.04% | −4,333−4.6% | 減碼 |
| Renaissance Technologies LLC | 94,100 | $2,486 萬 | 0.04% | −89,600−48.8% | 減碼 |
| CIBC World Markets Corp | 98,653 | $2,606 萬 | 0.17% | +96,545+4,579.9% | 加碼 |
| Rhumbline Advisers | 108,639 | $2,870 萬 | 0.03% | −2,040−1.8% | 減碼 |
| Brandywine Global Investment Management, LLC | 109,929 | $2,904 萬 | 0.21% | +39,935+57.1% | 加碼 |
| Artemis Investment Management LLP | 110,904 | $2,929 萬 | 0.38% | +315+0.3% | 加碼 |
| SEI Investments Co | 113,254 | $2,992 萬 | 0.04% | +21,481+23.4% | 加碼 |
| Credit Suisse AG | 114,521 | $3,026 萬 | 0.03% | −15,272−11.8% | 減碼 |
| Southpoint Capital Advisors LP | 115,000 | $3,038 萬 | 0.60% | −75,000−39.5% | 減碼 |
| National Pension Service | 115,400 | $3,049 萬 | 0.04% | +1,200+1.1% | 加碼 |
| Man Group plc | 119,339 | $3,153 萬 | 0.08% | +27,243+29.6% | 加碼 |
| California State Teachers Retirement System | 121,566 | $3,212 萬 | 0.04% | +958+0.8% | 加碼 |
| National Bank of Canada | 119,772 | $3,218 萬 | 0.06% | +96,816+421.7% | 加碼 |
| Bamco Inc | 122,038 | $3,224 萬 | 0.09% | +8,184+7.2% | 加碼 |
| Pinebridge Investments, L.P. | 122,284 | $3,231 萬 | 0.26% | +723+0.6% | 加碼 |
| Castle Hook Partners LP | 131,637 | $3,478 萬 | 1.26% | +131,637 | 新進 |
| California Public Employees Retirement System | 140,118 | $3,702 萬 | 0.03% | −4,719−3.3% | 減碼 |
| Stifel Financial Corp | 141,740 | $3,745 萬 | 0.04% | +43,773+44.7% | 加碼 |
| Family Wealth Partners, LLC | 146,940 | $3,882 萬 | 22.00% | +76,426+108.4% | 加碼 |
| Waratah Capital Advisors Ltd. | 160,391 | $4,238 萬 | 2.17% | +10,114+6.7% | 加碼 |
| Truist Financial Corp | 164,202 | $4,338 萬 | 0.07% | +34,163+26.3% | 加碼 |
| Panagora Asset Management Inc | 171,526 | $4,532 萬 | 0.24% | +610.0% | 加碼 |
| Royal Bank of Canada | 172,093 | $4,547 萬 | 0.01% | −84,369−32.9% | 減碼 |
| Bank of Montreal | 170,165 | $4,565 萬 | 0.02% | +87,874+106.8% | 加碼 |
| Victory Capital Management Inc | 176,024 | $4,651 萬 | 0.05% | −44,808−20.3% | 減碼 |
| Wellington Management Group LLP | 178,747 | $4,722 萬 | 0.01% | −30,331−14.5% | 減碼 |
| Commerce Bank | 183,513 | $4,848 萬 | 0.32% | −172−0.1% | 減碼 |
| Trillium Asset Management, LLC | 184,672 | $4,879 萬 | 1.24% | −4,874−2.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 187,783 | $4,961 萬 | 0.03% | −18,737−9.1% | 減碼 |
| Jackson Square Partners, LLC | 193,966 | $5,125 萬 | 2.13% | +34,378+21.5% | 加碼 |
| HM Payson & Co | 195,128 | $5,155 萬 | 0.96% | +99,987+105.1% | 加碼 |
| Macquarie Group Ltd | 218,115 | $5,761 萬 | 0.07% | +194,349+817.8% | 加碼 |
| Deutsche Bank AG | 219,468 | $5,798 萬 | 0.03% | −54,284−19.8% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 234,326 | $6,191 萬 | 0.77% | −198−0.1% | 減碼 |
| Primecap Management Co | 234,400 | $6,193 萬 | 0.05% | +84,400+56.3% | 加碼 |
| Employees Retirement System of Texas | 246,000 | $6,499 萬 | 0.71% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 256,531 | $6,778 萬 | 0.12% | +70,655+38.0% | 加碼 |
| Standard Life Aberdeen plc | 275,441 | $7,277 萬 | 0.14% | −1,384−0.5% | 減碼 |
| Nuveen Asset Management, LLC | 283,813 | $7,498 萬 | 0.02% | −415,722−59.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 287,071 | $7,584 萬 | 0.12% | −34,199−10.6% | 減碼 |
| HSBC Holdings PLC | 294,326 | $7,776 萬 | 0.06% | −17,880−5.7% | 減碼 |
| Coronation Fund Managers Ltd. | 298,178 | $7,878 萬 | 2.14% | +183,290+159.5% | 加碼 |
| Charles Schwab Investment Management Inc | 300,525 | $7,940 萬 | 0.02% | +7,054+2.4% | 加碼 |
| Franklin Resources Inc | 304,047 | $8,033 萬 | 0.03% | +34,921+13.0% | 加碼 |
| North Peak Capital Management, LLC | 307,879 | $8,134 萬 | 9.04% | +82,222+36.4% | 加碼 |
| American Century Companies Inc | 312,625 | $8,260 萬 | 0.05% | +1,935+0.6% | 加碼 |
| Goldman Sachs Group Inc | 315,960 | $8,348 萬 | 0.02% | −1,134−0.4% | 減碼 |
| Citadel Advisors LLC | 319,952 | $8,453 萬 | 0.08% | +38,199+13.6% | 加碼 |
| Envestnet Asset Management Inc | 327,352 | $8,649 萬 | 0.03% | +20,597+6.7% | 加碼 |