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 |
|---|---|---|---|---|---|
| Maverick Capital Ltd大師Maverick 資本 | 330,432 | $8,730 萬 | 1.69% | −154,668−31.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 340,522 | $8,997 萬 | 0.40% | −139,254−29.0% | 減碼 |
| Legal & General Group Plc | 354,574 | $9,368 萬 | 0.03% | −5,620−1.6% | 減碼 |
| HMI Capital Management, L.P. | 371,343 | $9,811 萬 | 3.61% | +371,343 | 新進 |
| Raymond James & Associates | 373,968 | $9,880 萬 | 0.07% | +8,177+2.2% | 加碼 |
| Westfield Capital Management Co LP | 385,227 | $1.02 億 | 0.53% | −43,642−10.2% | 減碼 |
| Alliancebernstein L.P. | 386,530 | $1.02 億 | 0.04% | −17,961−4.4% | 減碼 |
| Invesco Ltd. | 415,932 | $1.10 億 | 0.02% | +99,960+31.6% | 加碼 |
| Azora Capital LP | 416,556 | $1.10 億 | 7.97% | +89,760+27.5% | 加碼 |
| Agf Management Ltd | 426,511 | $1.13 億 | 0.62% | +52,156+13.9% | 加碼 |
| Junto Capital Management LP | 437,674 | $1.16 億 | 2.56% | −76,641−14.9% | 減碼 |
| Northern Trust Corp | 446,876 | $1.18 億 | 0.02% | −19,082−4.1% | 減碼 |
| ArrowMark Colorado Holdings LLC | 452,938 | $1.20 億 | 1.36% | −22,751−4.8% | 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 |
| First Pacific Advisors, LP | 459,822 | $1.21 億 | 1.70% | −439−0.1% | 減碼 |
| Wells Fargo & Company | 486,155 | $1.28 億 | 0.03% | +9,396+2.0% | 加碼 |
| Fairview Capital Investment Management, LLC | 498,919 | $1.32 億 | 7.43% | −3,362−0.7% | 減碼 |
| SurgoCap Partners LP | 521,931 | $1.38 億 | 7.40% | −54,688−9.5% | 減碼 |
| UBS Asset Management Americas Inc | 543,035 | $1.43 億 | 0.05% | +6,283+1.2% | 加碼 |
| Bank of America Corp | 572,130 | $1.51 億 | 0.01% | +26,052+4.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 590,420 | $1.56 億 | 0.14% | +490,717+492.2% | 加碼 |
| Voya Investment Management LLC | 636,536 | $1.68 億 | 0.16% | −112,245−15.0% | 減碼 |
| Millennium Management LLC | 637,797 | $1.69 億 | 0.14% | −561,648−46.8% | 減碼 |
| Eagle Asset Management Inc | 694,822 | $1.85 億 | 0.94% | −24,469−3.4% | 減碼 |
| Darlington Partners Capital Management, LP | 715,014 | $1.89 億 | 10.84% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 722,187 | $1.91 億 | 0.05% | +3,941+0.5% | 加碼 |
| Eminence Capital, LP | 735,866 | $1.94 億 | 3.57% | −63,891−8.0% | 減碼 |
| Canada Pension Plan Investment Board | 783,777 | $2.07 億 | 0.22% | +88,241+12.7% | 加碼 |
| Massachusetts Financial Services Co | 794,610 | $2.10 億 | 0.06% | +211,222+36.2% | 加碼 |
| Norges Bank | 919,122 | $2.43 億 | 0.04% | +38,280+4.3% | 加碼 |
| Epoch Investment Partners, Inc. | 927,369 | $2.45 億 | 1.09% | +153,072+19.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 946,039 | $2.50 億 | 0.32% | −52,800−5.3% | 減碼 |
| JPMorgan Chase & Co | 966,499 | $2.55 億 | 0.02% | +56,238+6.2% | 加碼 |
| Bank of New York Mellon Corp | 970,749 | $2.56 億 | 0.05% | +23,890+2.5% | 加碼 |
| TD Asset Management Inc | 1,103,655 | $2.92 億 | 0.27% | +275,286+33.2% | 加碼 |
| Samlyn Capital, LLC | 1,106,080 | $2.92 億 | 5.08% | −88,641−7.4% | 減碼 |
| Morgan Stanley | 1,275,896 | $3.37 億 | 0.03% | +750,603+142.9% | 加碼 |
| Clarkston Capital Partners, LLC | 1,333,373 | $3.52 億 | 6.21% | −20,505−1.5% | 減碼 |
| Geode Capital Management, LLC | 1,368,673 | $3.61 億 | 0.03% | +17,007+1.3% | 加碼 |
| Capital Research Global Investors | 1,597,136 | $4.22 億 | 0.10% | −611,052−27.7% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,685,070 | $4.45 億 | 3.51% | −155,044−8.4% | 減碼 |
| WCM Investment Management, LLC | 1,697,064 | $4.48 億 | 1.07% | +970+0.1% | 加碼 |
| State Street Corp | 1,709,997 | $4.52 億 | 0.02% | −57,740−3.3% | 減碼 |
| Boston Partners | 1,765,230 | $4.66 億 | 0.56% | +738,509+71.9% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,356,551 | $6.23 億 | 1.44% | +162,730+7.4% | 加碼 |
| Price T Rowe Associates Inc | 2,374,801 | $6.27 億 | 0.08% | −81,250−3.3% | 減碼 |
| Janus Henderson Group PLC | 2,575,715 | $6.81 億 | 0.37% | −267,917−9.4% | 減碼 |
| FMR LLC | 3,165,283 | $8.36 億 | 0.06% | +366,093+13.1% | 加碼 |
| BlackRock Inc. | 6,077,311 | $16.1 億 | 0.04% | +115,852+1.9% | 加碼 |
| Vanguard Group Inc | 7,046,946 | $18.6 億 | 0.04% | −94,103−1.3% | 減碼 |
| GCM Grosvenor Holdings, LLC | 0 | $0 | 0.00% | −118,304−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −75,215−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −62,154−100.0% | 清倉 |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −60,654−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −44,400−100.0% | 清倉 |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −34,852−100.0% | 清倉 |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −31,332−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −29,782−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −29,524−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −17,865−100.0% | 清倉 |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −15,304−100.0% | 清倉 |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −12,662−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −12,037−100.0% | 清倉 |
| EFG Asset Management (Americas) Corp. | 0 | $0 | 0.00% | −10,847−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −10,014−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −9,634−100.0% | 清倉 |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −9,400−100.0% | 清倉 |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −9,003−100.0% | 清倉 |
| HST Ventures, LLC | 0 | $0 | 0.00% | −8,839−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −7,497−100.0% | 清倉 |
| Sterling Group Wealth Management, LLC | 0 | $0 | 0.00% | −6,734−100.0% | 清倉 |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −5,934−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −5,877−100.0% | 清倉 |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −5,393−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −5,098−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −4,445−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,909−100.0% | 清倉 |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −3,489−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −3,189−100.0% | 清倉 |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −2,918−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,819−100.0% | 清倉 |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −2,750−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −2,157−100.0% | 清倉 |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −2,122−100.0% | 清倉 |
| Greenleaf Trust | 0 | $0 | 0.00% | −1,899−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,841−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,726−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −1,436−100.0% | 清倉 |
| Groupama Asset Managment | 0 | $0 | 0.00% | −1,357−100.0% | 清倉 |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −1,293−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,249−100.0% | 清倉 |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −1,221−100.0% | 清倉 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −1,114−100.0% | 清倉 |
| Systematic Portfolios LLC | 0 | $0 | 0.00% | −1,109−100.0% | 清倉 |
| Seeds Investor LLC | 0 | $0 | 0.00% | −1,091−100.0% | 清倉 |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −1,073−100.0% | 清倉 |
| HMS Capital Management, LLC | 0 | $0 | 0.00% | −1,008−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −996−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −912−100.0% | 清倉 |