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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 5,473 | $144.6 萬 | 0.00% | +1,380+33.7% | 加碼 |
| Dana Investment Advisors, Inc. | 5,181 | $136.9 萬 | 0.05% | −3,206−38.2% | 減碼 |
| Bleakley Financial Group, LLC | 5,178 | $136.8 萬 | 0.04% | +402+8.4% | 加碼 |
| Advisor OS, LLC | 5,169 | $136.6 萬 | 0.16% | +439+9.3% | 加碼 |
| Ethic Inc. | 5,157 | $136.3 萬 | 0.03% | +987+23.7% | 加碼 |
| Acadian Asset Management LLC | 5,153 | $135.9 萬 | 0.00% | +4,340+533.8% | 加碼 |
| Gateway Investment Advisers LLC | 5,079 | $134.2 萬 | 0.02% | +84+1.7% | 加碼 |
| Navellier & Associates Inc | 4,988 | $131.8 萬 | 0.16% | +171+3.5% | 加碼 |
| Edgestream Partners, L.P. | 4,944 | $130.6 萬 | 0.07% | +4,944 | 新進 |
| Bank of Nova Scotia | 4,936 | $130.4 萬 | 0.00% | −11,273−69.5% | 減碼 |
| Eqis Capital Management, Inc. | 4,829 | $127.6 萬 | 0.10% | −802−14.2% | 減碼 |
| Empowered Funds, LLC | 4,789 | $126.5 萬 | 0.02% | +3,837+403.0% | 加碼 |
| Mercer Global Advisors Inc | 4,718 | $124.6 萬 | 0.00% | −945−16.7% | 減碼 |
| Brinker Capital Investments, LLC | 4,676 | $123.5 萬 | 0.01% | −243−4.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 4,676 | $123.5 萬 | 0.01% | −243−4.9% | 減碼 |
| SkyView Investment Advisors, LLC | 4,666 | $123.3 萬 | 0.23% | +4,666 | 新進 |
| Cornercap Investment Counsel Inc | 4,598 | $121.5 萬 | 0.19% | +15+0.3% | 加碼 |
| MetLife Investment Management | 4,584 | $121.1 萬 | 0.01% | +14+0.3% | 加碼 |
| Banque Cantonale Vaudoise | 4,578 | $120.9 萬 | 0.05% | −64−1.4% | 減碼 |
| Aureus Asset Management, LLC | 4,455 | $117.7 萬 | 0.08% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 4,347 | $114.9 萬 | 0.01% | +150+3.6% | 加碼 |
| Nisa Investment Advisors, LLC | 4,239 | $112.0 萬 | 0.01% | −9,852−69.9% | 減碼 |
| HRT Financial LP | 4,237 | $111.9 萬 | 0.01% | +4,237 | 新進 |
| M&T Bank Corp | 4,207 | $111.2 萬 | 0.00% | −33−0.8% | 減碼 |
| GWM Advisors LLC | 4,208 | $111.2 萬 | 0.01% | −103−2.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 4,175 | $110.3 萬 | 0.02% | −422−9.2% | 減碼 |
| Schroder Investment Management Group | 4,080 | $107.8 萬 | 0.00% | +97+2.4% | 加碼 |
| Castleark Management LLC | 4,065 | $107.4 萬 | 0.04% | −270−6.2% | 減碼 |
| Vestcor Inc | 4,061 | $107.3 萬 | 0.04% | −901−18.2% | 減碼 |
| Achmea Investment Management B.V. | 4,033 | $106.6 萬 | 0.02% | 00.0% | 不變 |
| Creative Planning | 3,988 | $105.4 萬 | 0.00% | +1,123+39.2% | 加碼 |
| Independent Advisor Alliance | 3,965 | $104.8 萬 | 0.04% | −43−1.1% | 減碼 |
| Resources Investment Advisors, LLC. | 3,876 | $102.4 萬 | 0.02% | +45+1.2% | 加碼 |
| Crawford Investment Counsel Inc | 3,840 | $101.5 萬 | 0.02% | −140−3.5% | 減碼 |
| Fulton Bank, N.A. | 3,638 | $96.1 萬 | 0.04% | +719+24.6% | 加碼 |
| Ossiam | 3,636 | $96.1 萬 | 0.02% | +661+22.2% | 加碼 |
| Seven Eight Capital, LP | 3,631 | $95.9 萬 | 0.10% | −6,942−65.7% | 減碼 |
| Nebula Research & Development LLC | 3,611 | $95.4 萬 | 0.21% | +3,611 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,509 | $92.7 萬 | 0.00% | +1,053+42.9% | 加碼 |
| Magnetar Financial LLC | 3,475 | $91.8 萬 | 0.02% | +3,475 | 新進 |
| Pittenger & Anderson Inc | 3,467 | $91.6 萬 | 0.04% | +35+1.0% | 加碼 |
| Colony Group, LLC | 3,445 | $91.0 萬 | 0.01% | +42+1.2% | 加碼 |
| Catalyst Capital Advisors LLC | 3,420 | $90.4 萬 | 0.02% | +415+13.8% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 3,403 | $89.9 萬 | 0.03% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 3,374 | $89.2 萬 | 0.01% | +109+3.3% | 加碼 |
| Globeflex Capital L P | 3,368 | $89.0 萬 | 0.09% | 00.0% | 不變 |
| Yarbrough Capital, LLC | 3,361 | $88.8 萬 | 0.04% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 3,298 | $87.1 萬 | 0.00% | +771+30.5% | 加碼 |
| Argent Capital Management LLC | 3,250 | $85.9 萬 | 0.03% | 00.0% | 不變 |
| LVW Advisors, LLC | 3,245 | $85.7 萬 | 0.15% | +61+1.9% | 加碼 |
| Emerald Advisers, LLC | 3,229 | $85.3 萬 | 0.03% | −53−1.6% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 3,744 | $85.2 萬 | 0.10% | 00.0% | 不變 |
| Vident Advisory, LLC | 3,224 | $85.2 萬 | 0.02% | −10,766−77.0% | 減碼 |
| Inceptionr LLC | 3,221 | $85.1 萬 | 0.22% | +3,221 | 新進 |
| Garrett Wealth Advisory Group, LLC | 3,219 | $85.0 萬 | 0.35% | +3,219 | 新進 |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,212 | $84.9 萬 | 0.07% | +3,212 | 新進 |
| Prudential PLC | 3,187 | $84.2 萬 | 0.01% | −3,641−53.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 3,083 | $81.5 萬 | 0.01% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 3,069 | $81.1 萬 | 0.17% | +1,317+75.2% | 加碼 |
| Ritholtz Wealth Management | 3,035 | $80.2 萬 | 0.03% | −242−7.4% | 減碼 |
| IHT Wealth Management, LLC | 3,014 | $79.6 萬 | 0.03% | +35+1.2% | 加碼 |
| Grey Street Capital, LLC | 2,859 | $75.5 萬 | 0.10% | +2,859 | 新進 |
| E. Ohman J:or Asset Management AB | 2,800 | $74.0 萬 | 0.02% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 2,787 | $73.6 萬 | 0.01% | −935−25.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 2,776 | $73.4 萬 | 0.01% | +77+2.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,677 | $70.7 萬 | 0.03% | +107+4.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 2,662 | $70.3 萬 | 0.00% | −644−19.5% | 減碼 |
| Chiron Investment Management, LLC | 2,657 | $70.2 萬 | 0.30% | +2,657 | 新進 |
| Alera Investment Advisors, LLC | 2,654 | $70.1 萬 | 0.09% | −38−1.4% | 減碼 |
| APG Asset Management N.V. | 2,865 | $70.1 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 2,633 | $69.6 萬 | 0.04% | −51−1.9% | 減碼 |
| Everpar Advisors LLC | 2,596 | $68.6 萬 | 0.42% | −2,064−44.3% | 減碼 |
| Principal Securities, Inc. | 2,540 | $67.1 萬 | 0.02% | +121+5.0% | 加碼 |
| Gladstone Institutional Advisory LLC | 2,518 | $66.5 萬 | 0.04% | +2,518 | 新進 |
| McMahon Financial Advisors, LLC | 2,480 | $65.5 萬 | 0.17% | +115+4.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 2,451 | $64.8 萬 | 0.05% | +526+27.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 2,437 | $64.4 萬 | 0.01% | −25,000−91.1% | 減碼 |
| Parallel Advisors, LLC | 2,416 | $63.8 萬 | 0.02% | +38+1.6% | 加碼 |
| MONECO Advisors, LLC | 2,416 | $63.8 萬 | 0.10% | +498+26.0% | 加碼 |
| XTX Topco Ltd | 2,360 | $62.4 萬 | 0.08% | +207+9.6% | 加碼 |
| Hamilton Capital Partners Inc. | 2,283 | $60.3 萬 | 0.07% | −390−14.6% | 減碼 |
| PDT Partners, LLC | 2,281 | $60.3 萬 | 0.06% | −5,823−71.9% | 減碼 |
| London Co of Virginia | 2,270 | $60.0 萬 | 0.00% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 2,225 | $59.5 萬 | 0.04% | 00.0% | 不變 |
| Prossimo Advisors, LLC | 2,235 | $59.0 萬 | 1.14% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 2,217 | $58.6 萬 | 0.02% | +761+52.3% | 加碼 |
| XML Financial, LLC | 2,214 | $58.5 萬 | 0.06% | +10.0% | 加碼 |
| Vontobel Holding Ltd. | 2,212 | $58.4 萬 | 0.00% | +862+63.9% | 加碼 |
| Root Financial Partners, LLC | 2,205 | $58.3 萬 | 0.17% | +855+63.3% | 加碼 |
| Concorde Asset Management, LLC | 2,200 | $58.1 萬 | 0.40% | −451−17.0% | 減碼 |
| Genus Capital Management Inc. | 2,180 | $57.6 萬 | 0.07% | +2,180 | 新進 |
| Scientech Research LLC | 2,173 | $57.4 萬 | 0.30% | +2,173 | 新進 |
| Tokio Marine Asset Management Co Ltd | 2,169 | $57.3 萬 | 0.03% | +65+3.1% | 加碼 |
| NBC Securities, Inc. | 2,172 | $57.3 萬 | 0.05% | 00.0% | 不變 |
| Lombard Odier Asset Management (Switzerland) SA | 2,087 | $55.1 萬 | 0.04% | +2,087 | 新進 |
| Dark Forest Capital Management LP | 2,063 | $54.5 萬 | 0.09% | +2,063 | 新進 |
| Ironwood Investment Counsel, LLC | 2,045 | $54.0 萬 | 0.10% | 00.0% | 不變 |
| Archer Investment Corp | 2,016 | $53.3 萬 | 0.16% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 2,012 | $53.2 萬 | 0.03% | +829+70.1% | 加碼 |
| WJ Wealth Management, LLC | 2,000 | $52.8 萬 | 0.21% | 00.0% | 不變 |