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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 15,092 | $398.8 萬 | 0.02% | −385−2.5% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 15,084 | $398.5 萬 | 0.29% | +5,666+60.2% | 加碼 |
| Principal Financial Group Inc | 14,862 | $392.7 萬 | 0.00% | −258−1.7% | 減碼 |
| James Investment Research Inc | 14,697 | $388.3 萬 | 0.46% | +47+0.3% | 加碼 |
| Engineers Gate Manager LP | 14,487 | $382.7 萬 | 0.10% | +2,900+25.0% | 加碼 |
| TD Private Client Wealth LLC | 14,177 | $374.6 萬 | 0.12% | +994+7.5% | 加碼 |
| Swedbank AB | 13,809 | $364.8 萬 | 0.01% | −349−2.5% | 減碼 |
| Shepherd Financial Partners LLC | 13,755 | $363.4 萬 | 0.48% | −6,442−31.9% | 減碼 |
| Cetera Investment Advisers | 13,634 | $360.2 萬 | 0.01% | +9,854+260.7% | 加碼 |
| Xponance, Inc. | 13,436 | $355.0 萬 | 0.04% | +3,320+32.8% | 加碼 |
| Cerity Partners LLC | 13,309 | $351.7 萬 | 0.01% | +8,357+168.8% | 加碼 |
| Utah Retirement Systems | 13,117 | $346.6 萬 | 0.04% | 00.0% | 不變 |
| Hiddenite Capital Partners LP | 12,900 | $340.8 萬 | 3.91% | +12,900 | 新進 |
| Point72 Hong Kong Ltd | 12,888 | $340.5 萬 | 0.17% | +8,184+174.0% | 加碼 |
| Silvant Capital Management LLC | 12,746 | $336.7 萬 | 0.16% | +2,522+24.7% | 加碼 |
| CIBC World Markets Inc. | 12,404 | $327.7 萬 | 0.01% | +101+0.8% | 加碼 |
| BlueMar Capital Management, LLC | 12,231 | $323.1 萬 | 5.43% | −183−1.5% | 減碼 |
| Atria Investments LLC | 12,185 | $321.9 萬 | 0.04% | −416−3.3% | 減碼 |
| Tredje AP-fonden | 12,075 | $319.0 萬 | 0.03% | +275+2.3% | 加碼 |
| Susquehanna International Group, LLP | 11,997 | $317.0 萬 | 0.00% | −18,558−60.7% | 減碼 |
| Hennessy Advisors Inc | 11,800 | $311.8 萬 | 0.13% | +11,800 | 新進 |
| HighTower Advisors, LLC | 11,755 | $311.3 萬 | 0.01% | +5,134+77.5% | 加碼 |
| Quantinno Capital Management LP | 11,665 | $308.2 萬 | 0.07% | +1,188+11.3% | 加碼 |
| Annex Advisory Services, LLC | 11,618 | $306.9 萬 | 0.11% | −593−4.9% | 減碼 |
| Bridgeway Capital Management, LLC | 11,320 | $299.1 萬 | 0.06% | −20−0.2% | 減碼 |
| DnB Asset Management AS | 11,275 | $297.9 萬 | 0.02% | −17,996−61.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 11,199 | $295.9 萬 | 0.08% | +11,112+12,772.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 12,195 | $295.4 萬 | 0.01% | +1,519+14.2% | 加碼 |
| Dynamic Technology Lab Private Ltd | 11,053 | $292.0 萬 | 0.31% | +11,053 | 新進 |
| Federated Hermes, Inc. | 10,969 | $289.8 萬 | 0.01% | −701−6.0% | 減碼 |
| Symphony Financial, Ltd. Co. | 10,752 | $284.1 萬 | 0.66% | 00.0% | 不變 |
| CIBC Asset Management Inc | 10,451 | $276.1 萬 | 0.01% | −59−0.6% | 減碼 |
| Mackenzie Financial Corp | 10,418 | $275.2 萬 | 0.00% | +40.0% | 加碼 |
| Kennedy Capital Management, Inc. | 10,279 | $271.6 萬 | 0.06% | +4,293+71.7% | 加碼 |
| Public Sector Pension Investment Board | 10,206 | $269.6 萬 | 0.02% | +100+1.0% | 加碼 |
| Retirement Capital Strategies | 10,111 | $267.1 萬 | 1.09% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 9,971 | $263.4 萬 | 0.00% | +752+8.2% | 加碼 |
| Strategic Global Advisors, LLC | 9,931 | $262.4 萬 | 0.57% | −269−2.6% | 減碼 |
| Point72 (DIFC) Ltd | 9,756 | $257.8 萬 | 0.20% | +9,756 | 新進 |
| CIBC Private Wealth Group, LLC | 9,560 | $254.6 萬 | 0.00% | −164−1.7% | 減碼 |
| Beacon Investment Advisors LLC | 9,231 | $243.9 萬 | 1.39% | +112+1.2% | 加碼 |
| Caldwell Trust Co | 9,155 | $241.9 萬 | 0.28% | −253−2.7% | 減碼 |
| Monument Capital Management | 9,154 | $241.8 萬 | 0.70% | +589+6.9% | 加碼 |
| British Columbia Investment Management Corp | 9,029 | $238.5 萬 | 0.02% | +314+3.6% | 加碼 |
| Advisor Group Holdings, Inc. | 9,024 | $238.4 萬 | 0.01% | −27,640−75.4% | 減碼 |
| Laurion Capital Management LP | 8,887 | $234.8 萬 | 0.07% | 00.0% | 不變 |
| Nissay Asset Management Corp | 8,826 | $233.2 萬 | 0.02% | +155+1.8% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 8,809 | $232.7 萬 | 0.19% | +669+8.2% | 加碼 |
| CenterBook Partners LP | 8,760 | $231.4 萬 | 0.16% | +4,500+105.6% | 加碼 |
| Assenagon Asset Management S.A. | 8,745 | $231.0 萬 | 0.01% | −15,389−63.8% | 減碼 |
| Otter Creek Advisors, LLC | 8,741 | $231.0 萬 | 1.62% | +5,026+135.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 8,675 | $229.2 萬 | 0.01% | +313+3.7% | 加碼 |
| Flynn Zito Capital Management, LLC | 8,634 | $228.1 萬 | 1.18% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 8,627 | $223.8 萬 | 0.00% | +443+5.4% | 加碼 |
| Daiwa Securities Group Inc. | 8,440 | $223.0 萬 | 0.01% | +475+6.0% | 加碼 |
| Kames Capital plc | 8,307 | $219.5 萬 | 0.03% | 00.0% | 不變 |
| Palestra Capital Management LLC | 8,200 | $216.6 萬 | 0.08% | +8,200 | 新進 |
| Oliver Luxxe Assets LLC | 8,165 | $215.7 萬 | 0.45% | +13+0.2% | 加碼 |
| Advisory Services Network, LLC | 8,127 | $214.7 萬 | 0.05% | −233−2.8% | 減碼 |
| Bridgewater Associates, LP | 8,122 | $214.6 萬 | 0.01% | −34,677−81.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 8,106 | $214.2 萬 | 0.01% | −643−7.3% | 減碼 |
| Sumitomo Life Insurance Co | 7,983 | $210.9 萬 | 0.05% | −191−2.3% | 減碼 |
| Allianz Asset Management GmbH | 7,874 | $208.0 萬 | 0.00% | −522−6.2% | 減碼 |
| JustInvest LLC | 7,801 | $206.1 萬 | 0.04% | −58−0.7% | 減碼 |
| Anchor Investment Management, LLC | 7,701 | $203.5 萬 | 0.21% | +555+7.8% | 加碼 |
| Park Avenue Securities LLC | 7,386 | $195.1 萬 | 0.03% | −1,205−14.0% | 減碼 |
| Prudential Financial Inc | 7,338 | $193.9 萬 | 0.00% | −3,111−29.8% | 減碼 |
| Amalgamated Bank | 7,329 | $193.6 萬 | 0.02% | −2,718−27.1% | 減碼 |
| Neuberger Berman Group LLC | 7,032 | $185.8 萬 | 0.00% | +239+3.5% | 加碼 |
| Squarepoint Ops LLC | 6,991 | $184.7 萬 | 0.01% | −76,940−91.7% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,902 | $182.4 萬 | 0.07% | +6,902 | 新進 |
| Garrett Investment Advisors LLC | 6,804 | $179.8 萬 | 0.23% | +824+13.8% | 加碼 |
| Pitcairn Co | 6,685 | $176.6 萬 | 0.11% | −267−3.8% | 減碼 |
| Robeco Institutional Asset Management B.V. | 6,641 | $175.5 萬 | 0.00% | −182−2.7% | 減碼 |
| Simplicity Wealth,LLC | 6,544 | $172.9 萬 | 0.04% | +6,544 | 新進 |
| Gulf International Bank (UK) Ltd | 6,410 | $169.3 萬 | 0.04% | +60+0.9% | 加碼 |
| Kestra Advisory Services, LLC | 6,363 | $168.1 萬 | 0.01% | +769+13.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 6,273 | $165.7 萬 | 0.01% | +1,087+21.0% | 加碼 |
| Integrated Investment Consultants, LLC | 6,146 | $162.4 萬 | 0.45% | +485+8.6% | 加碼 |
| Mirabella Financial Services LLP | 6,132 | $162.0 萬 | 0.12% | +6,132 | 新進 |
| Quadrature Capital Ltd | 6,127 | $161.9 萬 | 0.03% | +6,127 | 新進 |
| Headlands Technologies LLC | 6,081 | $160.7 萬 | 0.39% | +1,411+30.2% | 加碼 |
| MAI Capital Management | 6,076 | $160.5 萬 | 0.02% | −49−0.8% | 減碼 |
| 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 |
| Ostrum Asset Management | 5,995 | $158.4 萬 | 0.13% | +3,359+127.4% | 加碼 |
| QRG Capital Management, Inc. | 5,977 | $157.9 萬 | 0.02% | +486+8.9% | 加碼 |
| Raymond James Trust N.A. | 5,931 | $156.7 萬 | 0.04% | +169+2.9% | 加碼 |
| FORA Capital, LLC | 5,902 | $155.9 萬 | 0.13% | −1,014−14.7% | 減碼 |
| Van Leeuwen & Company, LLC | 5,900 | $155.9 萬 | 0.79% | +166+2.9% | 加碼 |
| Nordea Investment Management AB | 5,869 | $154.9 萬 | 0.00% | +240+4.3% | 加碼 |
| Maryland State Retirement & Pension System | 5,954 | $153.5 萬 | 0.03% | 00.0% | 不變 |
| King Luther Capital Management Corp | 5,804 | $153.3 萬 | 0.01% | +266+4.8% | 加碼 |
| Redwood Investment Management, LLC | 5,714 | $151.0 萬 | 0.14% | −469−7.6% | 減碼 |
| Clark Capital Management Group, Inc. | 5,707 | $150.8 萬 | 0.01% | +2,033+55.3% | 加碼 |
| Two Sigma Investments, LP | 5,703 | $150.7 萬 | 0.00% | +1,003+21.3% | 加碼 |
| Yorktown Management & Research Co Inc | 5,690 | $150.3 萬 | 1.43% | 00.0% | 不變 |
| First Hawaiian Bank | 5,600 | $148.0 萬 | 0.05% | −1,890−25.2% | 減碼 |
| Foresight Global Investors, Inc. | 5,549 | $146.6 萬 | 0.72% | 00.0% | 不變 |
| TownSquare Capital, LLC | 5,517 | $145.8 萬 | 0.02% | +1,370+33.0% | 加碼 |