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 2 季 13F 持有人
LPL Financial Holdings Inc. 在 2024/6/30 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
- 677
- 較 2024 年第 1 季 +35 家
- 持有股數
- 7,205 萬
- 較 2024 年第 1 季 −51.8 萬 (−0.7%)
- 總市值
- $201.1 億
- 較 2024 年第 1 季 +$9.48 億 (+4.9%)
- 新進機構
- 101
- 另有 268 家加碼
- 清倉機構
- 66
- 另有 212 家減碼
另有 8 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,187,868 | $20.1 億 | 0.04% | +140,922+2.0% | 加碼 |
| BlackRock Inc. | 5,302,759 | $14.8 億 | 0.03% | −774,552−12.7% | 減碼 |
| FMR LLC | 2,671,896 | $7.46 億 | 0.05% | −493,387−15.6% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,589,793 | $7.23 億 | 1.77% | +233,242+9.9% | 加碼 |
| Janus Henderson Group PLC | 2,542,185 | $7.10 億 | 0.38% | −33,530−1.3% | 減碼 |
| Price T Rowe Associates Inc | 2,099,916 | $5.87 億 | 0.07% | −274,885−11.6% | 減碼 |
| Boston Partners | 1,887,189 | $5.27 億 | 0.65% | +121,959+6.9% | 加碼 |
| State Street Corp | 1,702,972 | $4.76 億 | 0.02% | −7,025−0.4% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,685,070 | $4.71 億 | 3.82% | 00.0% | 不變 |
| WCM Investment Management, LLC | 1,663,718 | $4.60 億 | 1.09% | −33,346−2.0% | 減碼 |
| Capital Research Global Investors | 1,577,102 | $4.40 億 | 0.10% | −20,034−1.3% | 減碼 |
| Morgan Stanley | 1,467,007 | $4.10 億 | 0.03% | +191,111+15.0% | 加碼 |
| Geode Capital Management, LLC | 1,400,357 | $3.91 億 | 0.03% | +31,684+2.3% | 加碼 |
| Samlyn Capital, LLC | 1,194,715 | $3.34 億 | 5.74% | +88,635+8.0% | 加碼 |
| JPMorgan Chase & Co | 998,970 | $2.79 億 | 0.02% | +32,471+3.4% | 加碼 |
| Clarkston Capital Partners, LLC | 992,615 | $2.77 億 | 5.29% | −340,758−25.6% | 減碼 |
| Norges Bank | 928,886 | $2.59 億 | 0.04% | +9,764+1.1% | 加碼 |
| Bank of New York Mellon Corp | 922,990 | $2.58 億 | 0.05% | −47,759−4.9% | 減碼 |
| Massachusetts Financial Services Co | 884,630 | $2.47 億 | 0.08% | +90,020+11.3% | 加碼 |
| TD Asset Management Inc | 881,175 | $2.46 億 | 0.23% | −222,480−20.2% | 減碼 |
| Darlington Partners Capital Management, LP | 783,290 | $2.19 億 | 10.75% | +68,276+9.5% | 加碼 |
| Dimensional Fund Advisors LP | 782,006 | $2.18 億 | 0.06% | +59,819+8.3% | 加碼 |
| Canada Pension Plan Investment Board | 774,901 | $2.16 億 | 0.21% | −8,876−1.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 774,175 | $2.16 億 | 0.20% | +183,755+31.1% | 加碼 |
| Eminence Capital, LP | 669,251 | $1.87 億 | 3.01% | −66,615−9.1% | 減碼 |
| Eagle Asset Management Inc | 653,223 | $1.84 億 | 0.99% | −41,599−6.0% | 減碼 |
| UBS Asset Management Americas Inc | 655,451 | $1.83 億 | 0.05% | +112,416+20.7% | 加碼 |
| Epoch Investment Partners, Inc. | 646,340 | $1.81 億 | 0.82% | −281,029−30.3% | 減碼 |
| Voya Investment Management LLC | 611,249 | $1.70 億 | 0.17% | −25,287−4.0% | 減碼 |
| Westfield Capital Management Co LP | 584,601 | $1.63 億 | 0.80% | +199,374+51.8% | 加碼 |
| Bank of America Corp | 582,022 | $1.63 億 | 0.02% | +9,892+1.7% | 加碼 |
| HMI Capital Management, L.P. | 569,643 | $1.59 億 | 6.06% | +198,300+53.4% | 加碼 |
| Junto Capital Management LP | 568,834 | $1.59 億 | 3.49% | +131,160+30.0% | 加碼 |
| Invesco Ltd. | 567,525 | $1.59 億 | 0.03% | +151,593+36.4% | 加碼 |
| SurgoCap Partners LP | 546,841 | $1.53 億 | 8.93% | +24,910+4.8% | 加碼 |
| Wells Fargo & Company | 502,943 | $1.40 億 | 0.04% | +16,788+3.5% | 加碼 |
| Southpoint Capital Advisors LP | 500,000 | $1.40 億 | 3.47% | +385,000+334.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 496,378 | $1.39 億 | 0.19% | −449,661−47.5% | 減碼 |
| Fairview Capital Investment Management, LLC | 486,819 | $1.36 億 | 7.65% | −12,100−2.4% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 481,791 | $1.35 億 | 1.32% | +27,500+6.1% | 加碼 |
| American Century Companies Inc | 477,211 | $1.33 億 | 0.08% | +164,586+52.6% | 加碼 |
| First Pacific Advisors, LP | 458,938 | $1.28 億 | 1.73% | −884−0.2% | 減碼 |
| Northern Trust Corp | 458,564 | $1.28 億 | 0.02% | +11,688+2.6% | 加碼 |
| Millennium Management LLC | 443,095 | $1.24 億 | 0.10% | −194,702−30.5% | 減碼 |
| Agf Management Ltd | 432,278 | $1.21 億 | 0.67% | +5,767+1.4% | 加碼 |
| Azora Capital LP | 422,922 | $1.18 億 | 6.74% | +6,366+1.5% | 加碼 |
| Macquarie Group Ltd | 407,788 | $1.14 億 | 0.13% | +189,673+87.0% | 加碼 |
| Raymond James & Associates | 394,091 | $1.10 億 | 0.07% | +20,123+5.4% | 加碼 |
| Alliancebernstein L.P. | 380,490 | $1.06 億 | 0.04% | −6,040−1.6% | 減碼 |
| Citadel Advisors LLC | 356,684 | $9,962 萬 | 0.10% | +36,732+11.5% | 加碼 |
| Legal & General Group Plc | 343,322 | $9,589 萬 | 0.03% | −11,252−3.2% | 減碼 |
| Envestnet Asset Management Inc | 328,963 | $9,188 萬 | 0.03% | +1,611+0.5% | 加碼 |
| Franklin Resources Inc | 316,040 | $8,827 萬 | 0.03% | +11,993+3.9% | 加碼 |
| Charles Schwab Investment Management Inc | 311,914 | $8,712 萬 | 0.02% | +11,389+3.8% | 加碼 |
| Goldman Sachs Group Inc | 297,723 | $8,315 萬 | 0.02% | −18,237−5.8% | 減碼 |
| Nuveen Asset Management, LLC | 275,856 | $7,705 萬 | 0.02% | −7,957−2.8% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 273,144 | $7,629 萬 | 1.45% | −57,288−17.3% | 減碼 |
| Standard Life Aberdeen plc | 258,964 | $7,233 萬 | 0.14% | −16,477−6.0% | 減碼 |
| Man Group plc | 247,977 | $6,926 萬 | 0.18% | +128,638+107.8% | 加碼 |
| Ameriprise Financial Inc | 234,828 | $6,558 萬 | 0.02% | +158,042+205.8% | 加碼 |
| Primecap Management Co | 234,400 | $6,547 萬 | 0.05% | 00.0% | 不變 |
| Gilder Gagnon Howe & Co LLC | 233,727 | $6,528 萬 | 0.82% | −599−0.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 227,171 | $6,345 萬 | 0.10% | −59,900−20.9% | 減碼 |
| North Peak Capital Management, LLC | 224,731 | $6,277 萬 | 7.37% | −83,148−27.0% | 減碼 |
| Holocene Advisors, LP | 221,958 | $6,199 萬 | 0.26% | +221,958 | 新進 |
| Castle Hook Partners LP | 207,774 | $5,803 萬 | 2.01% | +76,137+57.8% | 加碼 |
| HM Payson & Co | 207,475 | $5,795 萬 | 1.05% | +12,347+6.3% | 加碼 |
| Royal Bank of Canada | 192,812 | $5,385 萬 | 0.01% | +20,719+12.0% | 加碼 |
| Amundi | 183,990 | $5,140 萬 | 0.02% | +96,064+109.3% | 加碼 |
| Deutsche Bank AG | 177,024 | $4,944 萬 | 0.02% | −42,444−19.3% | 減碼 |
| Commerce Bank | 176,271 | $4,923 萬 | 0.32% | −7,242−3.9% | 減碼 |
| Trillium Asset Management, LLC | 174,002 | $4,860 萬 | 1.23% | −10,670−5.8% | 減碼 |
| Wellington Management Group LLP | 171,087 | $4,778 萬 | 0.01% | −7,660−4.3% | 減碼 |
| Truist Financial Corp | 170,848 | $4,772 萬 | 0.07% | +6,646+4.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 170,627 | $4,766 萬 | 0.04% | −17,156−9.1% | 減碼 |
| Employees Retirement System of Texas | 168,400 | $4,703 萬 | 0.44% | −77,600−31.5% | 減碼 |
| Victory Capital Management Inc | 167,109 | $4,667 萬 | 0.05% | −8,915−5.1% | 減碼 |
| HSBC Holdings PLC | 161,830 | $4,513 萬 | 0.03% | −132,496−45.0% | 減碼 |
| Jacobs Levy Equity Management, Inc | 160,464 | $4,482 萬 | 0.19% | −180,058−52.9% | 減碼 |
| Buckingham Strategic Partners | 147,846 | $4,129 萬 | 1.08% | +147,846 | 新進 |
| California Public Employees Retirement System | 147,743 | $4,126 萬 | 0.03% | +7,625+5.4% | 加碼 |
| Family Wealth Partners, LLC | 147,288 | $4,114 萬 | 21.35% | +348+0.2% | 加碼 |
| Stifel Financial Corp | 145,023 | $4,051 萬 | 0.05% | +3,283+2.3% | 加碼 |
| Point72 Asset Management, L.P. | 143,229 | $4,000 萬 | 0.13% | +143,229 | 新進 |
| Jackson Square Partners, LLC | 137,689 | $3,846 萬 | 2.35% | −56,277−29.0% | 減碼 |
| Pinebridge Investments, L.P. | 131,783 | $3,681 萬 | 0.30% | +9,499+7.8% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 130,000 | $3,631 萬 | 0.14% | +130,000 | 新進 |
| Coronation Fund Managers Ltd. | 129,255 | $3,610 萬 | 2.08% | −168,923−56.7% | 減碼 |
| Brandywine Global Investment Management, LLC | 128,763 | $3,596 萬 | 0.27% | +18,834+17.1% | 加碼 |
| Artemis Investment Management LLP | 125,646 | $3,509 萬 | 0.47% | +14,742+13.3% | 加碼 |
| Bamco Inc | 125,641 | $3,509 萬 | 0.10% | +3,603+3.0% | 加碼 |
| UBS Group AG | 121,071 | $3,382 萬 | 0.01% | +46,396+62.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 118,371 | $3,306 萬 | 0.04% | +76,752+184.4% | 加碼 |
| National Pension Service | 113,200 | $3,162 萬 | 0.04% | −2,200−1.9% | 減碼 |
| California State Teachers Retirement System | 111,879 | $3,125 萬 | 0.04% | −9,687−8.0% | 減碼 |
| Rhumbline Advisers | 105,801 | $2,955 萬 | 0.03% | −2,838−2.6% | 減碼 |
| Panagora Asset Management Inc | 105,434 | $2,945 萬 | 0.15% | −66,092−38.5% | 減碼 |
| Comerica Bank | 102,696 | $2,868 萬 | 0.12% | +23,653+29.9% | 加碼 |
| Waratah Capital Advisors Ltd. | 102,017 | $2,849 萬 | 1.72% | −58,374−36.4% | 減碼 |
| LPL Financial LLC | 100,458 | $2,806 萬 | 0.01% | +11,882+13.4% | 加碼 |