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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 季與 2024 年第 1 季比較

持有 LPL Financial Holdings Inc. 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

LPLA 的 13F 持有人：2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數6508677+35
股數7,272 萬15.4 萬7,205 萬−51.8 萬 (−0.7%)
市值$192.1 億$4,073 萬$201.1 億+$9.48 億 (+4.9%)

8 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（101 家）

2024 年第 2 季季末持有 LPL Financial Holdings Inc.、2024 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 101 家。

2024 年第 2 季新進 LPLA 的機構
機構股數市值佔組合 %
Holocene Advisors, LP221,958$6,199 萬0.26%
Buckingham Strategic Partners147,846$4,129 萬1.08%
Point72 Asset Management, L.P.143,229$4,000 萬0.13%
Viking Global Investors LP大師維京全球投資130,000$3,631 萬0.14%
Tudor Investment Corp Et Al95,009$2,654 萬0.30%
Jennison Associates LLC64,955$1,814 萬0.01%
Cinctive Capital Management LP40,366$1,127 萬0.61%
2Xideas AG40,181$1,122 萬1.40%
Rivermont Capital Management LP30,997$865.7 萬3.71%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)20,900$583.7 萬0.07%
Swiss Life Asset Management Ltd19,603$547.5 萬0.06%
Point72 Europe (London) LLP19,600$547.4 萬0.46%
DRW Securities, LLC19,400$541.8 萬0.33%
Capital World Investors17,807$497.3 萬0.00%
Twinbeech Capital LP15,812$441.6 萬0.09%
Lecap Asset Management Ltd14,950$417.6 萬0.90%
Prana Capital Management, LP13,987$390.7 萬0.19%
Neo Ivy Capital Management13,248$370.0 萬0.73%
Sanctuary Advisors, LLC13,060$347.8 萬0.03%
Jump Financial, LLC11,706$326.9 萬0.07%
Omers Administration Corp11,417$318.9 萬0.03%
United Asset Strategies, Inc.10,944$305.7 萬0.30%
ExodusPoint Capital Management, LP9,039$252.5 萬0.03%
Martingale Asset Management L P7,697$215.0 萬0.05%
Aquatic Capital Management LLC7,520$210.0 萬0.08%
Sterling Group Wealth Management, LLC6,629$185.1 萬1.06%
Kovitz Investment Group Partners, LLC5,402$151.2 萬0.01%
Donoghue Forlines LLC5,287$147.7 萬0.42%
Knollwood Investment Advisory, LLC5,275$147.3 萬0.16%
Credit Agricole S A5,032$140.5 萬0.01%
WMS Partners, LLC5,000$139.7 萬0.09%
TrinityPoint Wealth, LLC4,957$138.4 萬0.22%
Jefferies Financial Group Inc.3,742$104.5 萬0.02%
Mutual of America Capital Management LLC3,567$99.6 萬0.01%
Qsemble Capital Management, LP3,336$93.2 萬0.18%
CAPROCK Group, Inc.3,105$86.7 萬0.04%
Machina Capital S.A.S.3,104$86.7 萬0.39%
Quest Partners LLC3,014$84.2 萬0.11%
Landscape Capital Management, L.L.C.2,981$83.3 萬0.07%
Pearl River Capital, LLC2,912$81.3 萬0.13%
Wiley Bros.-Aintree Capital, LLC2,876$80.3 萬0.04%
Entropy Technologies, LP2,620$73.2 萬0.08%
Old National Bancorp2,501$69.9 萬0.02%
Avantax Advisory Services, Inc.2,481$69.3 萬0.00%
Sherbrooke Park Advisers LLC2,410$67.3 萬0.12%
Impax Asset Management Group plc2,297$64.2 萬0.00%
Petrus Trust Company, LTA2,066$57.7 萬0.05%
Versor Investments LP2,000$55.9 萬0.10%
AE Wealth Management LLC1,758$49.1 萬0.00%
Applied Finance Capital Management, LLC1,757$49.1 萬0.02%
Heritage Family Offices, LLP1,712$47.8 萬0.27%
Diversify Advisory Services, LLC1,695$46.3 萬0.03%
Mattson Financial Services, LLC1,612$45.0 萬0.16%
RSM US Wealth Management LLC1,474$41.5 萬0.01%
Corebridge Financial, Inc.1,481$41.4 萬0.00%
Veriti Management LLC1,357$37.9 萬0.02%
Thoroughbred Financial Services, LLC1,359$37.9 萬0.03%
Gibbs Wealth Management1,244$34.7 萬0.14%
HB Wealth Management, LLC1,222$34.1 萬0.00%
Mirae Asset Global ETFs Holdings Ltd.1,180$33.0 萬0.00%
Bridges Investment Management Inc1,148$32.1 萬0.00%
Brown Financial Advisors1,111$31.0 萬0.14%
Foguth Wealth Management, LLC.1,084$30.3 萬0.13%
Concurrent Investment Advisors, LLC1,026$28.7 萬0.01%
Hutchens & Kramer Investment Management Group, LLC880$24.8 萬0.14%
Teza Capital Management LLC831$23.2 萬0.03%
Portside Wealth Group, LLC822$23.0 萬0.04%
EP Wealth Advisors, LLC813$22.7 萬0.00%
Integrated Advisors Network LLC799$22.3 萬0.01%
International Assets Investment Management, LLC799$22.3 萬0.02%
Kolinsky Wealth Management, LLC791$22.1 萬0.16%
Wedbush Securities Inc773$21.6 萬0.01%
De Burlo Group Inc750$20.9 萬0.03%
Waddell & Associates, LLC746$20.8 萬0.03%
Corton Capital Inc.735$20.5 萬0.11%
IFG Advisory, LLC733$20.5 萬0.01%
Catalytic Wealth RIA, LLC728$20.3 萬0.04%
Carr Financial Group Corp725$20.2 萬0.06%
State of Wyoming450$12.6 萬0.02%
Key Financial Inc100$2.79 萬0.01%
Ashton Thomas Private Wealth, LLC90$2.51 萬0.00%
Opal Wealth Advisors, LLC60$1.68 萬0.01%
Trust Co of Vermont43$1.20 萬0.00%
Oakworth Capital, Inc.32$8,9380.00%
EdgeRock Capital LLC32$8,9370.01%
Alaska Permanent Fund Corp38$8,4180.00%
Jones Financial Companies LLLP30$8,3790.00%
Center for Financial Planning, Inc.30$8,3790.00%
ESL Trust Services, LLC25$6,9830.00%
Financial Network Wealth Advisors LLC25$6,9830.01%
Leonteq Securities AG17$4,7480.00%
Innealta Capital, LLC12$3,3520.00%
Lynx Investment Advisory11$3,0720.00%
Coppell Advisory Solutions LLC8$2,2340.00%
Triad Wealth Partners, LLC8$2,2340.00%
Rothschild Investment LLC5$1,3970.00%
Rakuten Securities, Inc.5$1,3970.00%
Tucker Asset Management LLC4$1,1170.00%
Capital Advisors, Ltd. LLC2$1,0000.00%
GHP Investment Advisors, Inc.3$8380.00%

清倉機構（66 家）

2024 年第 1 季季末持有 LPL Financial Holdings Inc.、2024 年第 2 季有申報但已經沒有持有的機構。

2024 年第 2 季清倉 LPLA 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
ArrowMark Colorado Holdings LLC452,938$1.20 億
12 West Capital Management LP30,300$800.5 萬
Formuepleje A/S26,390$697.2 萬
Picton Mahoney Asset Management23,628$624.4 萬
Compagnie Lombard Odier SCmA23,210$613.2 萬
Phoenix Holdings Ltd.22,867$604.3 萬
LMR Partners LLP21,772$575.2 萬
Chilton Investment Co LLC21,178$559.5 萬
Susquehanna Portfolio Strategies, LLC18,815$497.1 萬
Hiddenite Capital Partners LP12,900$340.8 萬
CenterBook Partners LP8,760$231.4 萬
Otter Creek Advisors, LLC8,741$231.0 萬
Squarepoint Ops LLC6,991$184.7 萬
Mirabella Financial Services LLP6,132$162.0 萬
Quadrature Capital Ltd6,127$161.9 萬
Headlands Technologies LLC6,081$160.7 萬
Redwood Investment Management, LLC5,714$151.0 萬
Edgestream Partners, L.P.4,944$130.6 萬
Cornercap Investment Counsel Inc4,598$121.5 萬
HRT Financial LP4,237$111.9 萬
Seven Eight Capital, LP3,631$95.9 萬
University of Texas/Texas Am Investment Managment Co3,744$85.2 萬
Inceptionr LLC3,221$85.1 萬
Y-Intercept (Hong Kong) Ltd2,451$64.8 萬
XTX Topco Ltd2,360$62.4 萬
Genus Capital Management Inc.2,180$57.6 萬
Scientech Research LLC2,173$57.4 萬
Lombard Odier Asset Management (Switzerland) SA2,087$55.1 萬
Dark Forest Capital Management LP2,063$54.5 萬
AdvisorShares Investments LLC1,900$50.2 萬
Two Sigma Securities, LLC1,837$48.5 萬
Alberta Investment Management Corp1,700$44.9 萬
Balyasny Asset Management LLC1,666$44.0 萬
Lincoln National Corp1,563$41.3 萬
Coastal Investment Advisors, Inc.1,517$40.1 萬
Ontario Teachers Pension Plan Board1,265$33.4 萬
American International Group, Inc.1,257$33.2 萬
Magnolia Capital Advisors LLC1,136$29.8 萬
Quantitative Investment Management, LLC1,059$27.9 萬
Oxford Asset Management LLP1,012$26.7 萬
Schwab Charitable Fund1,000$26.4 萬
Diametric Capital, LP989$26.1 萬
Point72 Asia (Singapore) Pte. Ltd.985$26.0 萬
Cornerstone Investment Partners, LLC963$25.4 萬
Guggenheim Capital LLC875$23.1 萬
SYSTM Wealth Solutions LLC824$21.8 萬
J. W. Coons Advisors, LLC770$20.3 萬
Caisse de Depot Et Placement du Quebec762$20.1 萬
Quantbot Technologies LP751$19.8 萬
Northwest & Ethical Investments L.P.600$15.9 萬
Tidemark, LLC471$12.4 萬
ICA Group Wealth Management, LLC359$9.48 萬
Gladius Capital Management LP145$3.83 萬
Colonial Trust Advisors92$2.43 萬
Heritage Wealth Advisors88$2.33 萬
Wetzel Investment Advisors, Inc.52$1.35 萬
Fernwood Investment Management, LLC37$9,775
Sofos Investments, Inc.24$6,347
GoalVest Advisory LLC23$6,077
Activest Wealth Management23$6,077
RFP Financial Group LLC21$5,548
Chilton Capital Management LLC17$4,492
Macroview Investment Management LLC8$2,141
Piscataqua Savings Bank7$1,849
Abound Wealth Management4$1,063
Tfo-TDC, LLC3$793

尚未申報 2024 年第 2 季的機構（8 家）

2024 年第 1 季季末持有 LPL Financial Holdings Inc.、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 1 季持有 LPLA、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Credit Suisse AG114,521$3,026 萬
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund19,500$515.2 萬
Degroof Petercam Asset Management6,000$158.5 萬
Van Leeuwen & Company, LLC5,900$155.9 萬
Grey Street Capital, LLC2,859$75.5 萬
Cipher Capital LP1,912$50.5 萬
Shell Asset Management Co1,719$48.0 萬
Handelsinvest Investeringsforvaltning1,651$43.6 萬