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 |
|---|---|---|---|---|---|
| Amundi | 87,926 | $2,284 萬 | 0.01% | −47,946−35.3% | 減碼 |
| Brown Brothers Harriman & Co | 80,934 | $2,138 萬 | 0.16% | +21,978+37.3% | 加碼 |
| Comerica Bank | 79,043 | $2,088 萬 | 0.09% | −3,060−3.7% | 減碼 |
| Danske Bank A/S | 77,675 | $2,052 萬 | 0.06% | +77,675 | 新進 |
| Ameriprise Financial Inc | 76,786 | $2,029 萬 | 0.01% | +951+1.3% | 加碼 |
| Reinhart Partners, Inc. | 75,835 | $2,004 萬 | 0.82% | +1,215+1.6% | 加碼 |
| Russell Investments Group, Ltd. | 75,248 | $1,988 萬 | 0.03% | −42,372−36.0% | 減碼 |
| UBS Group AG | 74,675 | $1,973 萬 | 0.01% | +22,050+41.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 95,589 | $1,935 萬 | 0.05% | +7,740+8.8% | 加碼 |
| Barclays PLC | 69,465 | $1,835 萬 | 0.01% | −15,018−17.8% | 減碼 |
| Aviva PLC | 68,873 | $1,820 萬 | 0.06% | −5,451−7.3% | 減碼 |
| Toronto Dominion Bank | 67,213 | $1,776 萬 | 0.03% | +57,396+584.7% | 加碼 |
| Iridian Asset Management LLC | 60,014 | $1,586 萬 | 3.11% | −141−0.2% | 減碼 |
| NewEdge Wealth, LLC | 57,091 | $1,538 萬 | 0.35% | +1,264+2.3% | 加碼 |
| Teacher Retirement System of Texas | 57,240 | $1,512 萬 | 0.10% | −6,680−10.5% | 減碼 |
| Parnassus Investments | 56,840 | $1,502 萬 | 0.03% | +25,196+79.6% | 加碼 |
| Natixis Advisors, L.P. | 55,987 | $1,479 萬 | 0.03% | +27,144+94.1% | 加碼 |
| Thornburg Investment Management Inc | 55,771 | $1,473 萬 | 0.21% | −6,070−9.8% | 減碼 |
| KBC Group NV | 55,665 | $1,471 萬 | 0.05% | +45,796+464.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 55,110 | $1,458 萬 | 0.03% | −20,209−26.8% | 減碼 |
| Fort Washington Investment Advisors Inc | 54,400 | $1,437 萬 | 0.09% | −16,870−23.7% | 減碼 |
| Citigroup Inc | 53,991 | $1,426 萬 | 0.02% | −10,432−16.2% | 減碼 |
| New York State Common Retirement Fund | 53,693 | $1,419 萬 | 0.02% | −6,563−10.9% | 減碼 |
| Treasurer of the State of North Carolina | 52,015 | $1,374 萬 | 0.06% | −767−1.5% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 49,467 | $1,303 萬 | 1.19% | +5,223+11.8% | 加碼 |
| Royal London Asset Management Ltd | 49,063 | $1,296 萬 | 0.03% | −1,297−2.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 48,454 | $1,280 萬 | 0.15% | +44,191+1,036.6% | 加碼 |
| Ensign Peak Advisors, Inc | 47,998 | $1,268 萬 | 0.02% | −1,042−2.1% | 減碼 |
| AQR Capital Management LLC | 46,900 | $1,239 萬 | 0.02% | −11,165−19.2% | 減碼 |
| Icon Advisers Inc | 45,632 | $1,215 萬 | 2.64% | 00.0% | 不變 |
| Logan Capital Management Inc | 44,974 | $1,188 萬 | 0.51% | −113−0.3% | 減碼 |
| Venturi Wealth Management, LLC | 44,569 | $1,178 萬 | 0.76% | +2,155+5.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 44,183 | $1,167 萬 | 0.04% | 00.0% | 不變 |
| Great West Life Assurance Co | 42,229 | $1,117 萬 | 0.02% | −1,983−4.5% | 減碼 |
| Pathstone Holdings, LLC | 42,032 | $1,110 萬 | 0.05% | +1,462+3.6% | 加碼 |
| Intech Investment Management LLC | 41,850 | $1,106 萬 | 0.16% | +11,703+38.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 41,619 | $1,100 萬 | 0.01% | +3,543+9.3% | 加碼 |
| Tobam | 41,602 | $1,099 萬 | 0.99% | +20,868+100.6% | 加碼 |
| State of Wisconsin Investment Board | 41,205 | $1,089 萬 | 0.03% | +2,145+5.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 39,785 | $1,051 萬 | 0.01% | −3,747−8.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39,331 | $1,039 萬 | 0.01% | +5,101+14.9% | 加碼 |
| Pictet Asset Management Holding SA | 38,740 | $1,023 萬 | 0.01% | +266+0.7% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 37,727 | $996.7 萬 | 0.47% | +37,727 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 36,940 | $976.0 萬 | 0.12% | −1,413−3.7% | 減碼 |
| Public Employees Retirement System of Ohio | 36,506 | $964.5 萬 | 0.04% | −2,002−5.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 35,769 | $945.0 萬 | 0.03% | +3,534+11.0% | 加碼 |
| First Trust Advisors LP | 34,963 | $923.7 萬 | 0.01% | −67,884−66.0% | 減碼 |
| CI Private Wealth, LLC | 34,953 | $923.4 萬 | 0.02% | −34,670−49.8% | 減碼 |
| Janney Montgomery Scott LLC | 34,705 | $916.9 萬 | 0.03% | −987−2.8% | 減碼 |
| Brant Point Investment Management LLC | 34,472 | $910.8 萬 | 2.03% | −4,782−12.2% | 減碼 |
| Channing Capital Management, LLC | 34,046 | $899.5 萬 | 0.24% | +34,046 | 新進 |
| Asset Management One Co.,Ltd. | 32,238 | $851.7 萬 | 0.03% | −2,625−7.5% | 減碼 |
| Transform Wealth, LLC | 31,804 | $840.3 萬 | 0.80% | +31,804 | 新進 |
| Mn Services Vermogensbeheer B.V. | 30,600 | $808.5 萬 | 0.06% | −6,700−18.0% | 減碼 |
| Walleye Capital LLC | 30,347 | $801.8 萬 | 0.09% | +15,660+106.6% | 加碼 |
| Korea Investment CORP | 30,330 | $801.3 萬 | 0.02% | −25,968−46.1% | 減碼 |
| 12 West Capital Management LP | 30,300 | $800.5 萬 | 0.73% | +30,300 | 新進 |
| Mawer Investment Management Ltd. | 29,626 | $782.7 萬 | 0.04% | +14,799+99.8% | 加碼 |
| Nomura Asset Management Co Ltd | 29,145 | $770.0 萬 | 0.03% | −1,415−4.6% | 減碼 |
| Storebrand Asset Management AS | 29,039 | $767.2 萬 | 0.03% | −9,039−23.7% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 28,586 | $755.3 萬 | 0.41% | +4,881+20.6% | 加碼 |
| KWB Wealth | 28,459 | $751.9 萬 | 1.01% | +50.0% | 加碼 |
| Jane Street Group, LLC | 28,364 | $749.4 萬 | 0.01% | +7,837+38.2% | 加碼 |
| Forsta Ap-Fonden | 28,200 | $745.0 萬 | 0.06% | −12,500−30.7% | 減碼 |
| Andra AP-fonden | 26,500 | $700.1 萬 | 0.12% | −3,200−10.8% | 減碼 |
| Formuepleje A/S | 26,390 | $697.2 萬 | 0.39% | −2,867−9.8% | 減碼 |
| Mediolanum International Funds Ltd | 26,485 | $695.5 萬 | 0.11% | +26,485 | 新進 |
| Resona Asset Management Co.,Ltd. | 25,987 | $686.6 萬 | 0.04% | +25,987 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,421 | $671.6 萬 | 0.02% | −2,591−9.2% | 減碼 |
| Blair William & Co | 25,287 | $668.1 萬 | 0.02% | +1,832+7.8% | 加碼 |
| Private Advisor Group, LLC | 25,083 | $662.7 萬 | 0.05% | −932−3.6% | 減碼 |
| Winmill & Co. Inc | 24,660 | $651.5 萬 | 1.85% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 23,628 | $624.4 萬 | 0.26% | +23,628 | 新進 |
| Van Eck Associates Corp | 23,589 | $623.3 萬 | 0.01% | +2,969+14.4% | 加碼 |
| Compagnie Lombard Odier SCmA | 23,210 | $613.2 萬 | 0.11% | +10,779+86.7% | 加碼 |
| Phoenix Holdings Ltd. | 22,867 | $604.3 萬 | 0.08% | +4,677+25.7% | 加碼 |
| Bullseye Asset Management LLC | 22,527 | $595.2 萬 | 2.80% | 00.0% | 不變 |
| LMR Partners LLP | 21,772 | $575.2 萬 | 0.15% | −22,000−50.3% | 減碼 |
| US Bancorp | 21,185 | $559.8 萬 | 0.01% | +103+0.5% | 加碼 |
| Chilton Investment Co LLC | 21,178 | $559.5 萬 | 0.15% | +21,178 | 新進 |
| Arizona State Retirement System | 20,799 | $549.5 萬 | 0.04% | −20.0% | 減碼 |
| Winthrop Advisory Group LLC | 20,783 | $549.1 萬 | 0.79% | −150−0.7% | 減碼 |
| Whittier Trust Co | 20,662 | $545.9 萬 | 0.08% | +20,662 | 新進 |
| Segment Wealth Management, LLC | 20,381 | $538.5 萬 | 0.41% | +5,838+40.1% | 加碼 |
| Snowden Capital Advisors LLC | 19,986 | $528.0 萬 | 0.16% | +3,599+22.0% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 19,500 | $515.2 萬 | 0.06% | +100+0.5% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 18,815 | $497.1 萬 | 0.12% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 18,526 | $489.5 萬 | 0.21% | +1,314+7.6% | 加碼 |
| MML Investors Services, LLC | 18,053 | $477.0 萬 | 0.02% | −503−2.7% | 減碼 |
| Illinois Municipal Retirement Fund | 17,742 | $468.7 萬 | 0.07% | 00.0% | 不變 |
| Gradient Investments LLC | 16,465 | $435.0 萬 | 0.10% | −1,959−10.6% | 減碼 |
| Handelsbanken Fonder AB | 16,281 | $430.1 萬 | 0.02% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 15,691 | $414.6 萬 | 0.34% | +29+0.2% | 加碼 |
| IFM Investors Pty Ltd | 15,573 | $411.4 萬 | 0.04% | −271−1.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 15,518 | $410.0 萬 | 0.05% | −573−3.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 15,452 | $408.2 萬 | 0.02% | −167−1.1% | 減碼 |
| Mariner, LLC | 15,427 | $407.6 萬 | 0.01% | +704+4.8% | 加碼 |
| Northwest Financial Advisors | 15,397 | $406.8 萬 | 4.47% | +17+0.1% | 加碼 |
| Captrust Financial Advisors | 15,348 | $405.5 萬 | 0.01% | −2,392−13.5% | 減碼 |
| Eagle Rock Investment Company, LLC | 15,113 | $399.3 萬 | 0.74% | −197−1.3% | 減碼 |