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 |
|---|---|---|---|---|---|
| Machina Capital S.A.S. | 3,104 | $86.7 萬 | 0.39% | +3,104 | 新進 |
| CAPROCK Group, Inc. | 3,105 | $86.7 萬 | 0.04% | +3,105 | 新進 |
| Chiron Investment Management, LLC | 3,150 | $88.0 萬 | 0.35% | +493+18.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $88.3 萬 | 0.01% | +78+2.5% | 加碼 |
| Catalyst Capital Advisors LLC | 3,170 | $88.5 萬 | 0.02% | −250−7.3% | 減碼 |
| Point72 (DIFC) Ltd | 3,183 | $88.9 萬 | 0.08% | −6,573−67.4% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,203 | $89.4 萬 | 0.06% | +2,704+541.9% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 3,219 | $89.9 萬 | 0.33% | 00.0% | 不變 |
| Achmea Investment Management B.V. | 3,286 | $91.7 萬 | 0.02% | −747−18.5% | 減碼 |
| E. Ohman J:or Asset Management AB | 3,300 | $92.2 萬 | 0.02% | +500+17.9% | 加碼 |
| Qsemble Capital Management, LP | 3,336 | $93.2 萬 | 0.18% | +3,336 | 新進 |
| Yarbrough Capital, LLC | 3,361 | $93.9 萬 | 0.04% | 00.0% | 不變 |
| Globeflex Capital L P | 3,368 | $94.1 萬 | 0.10% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 3,459 | $96.6 萬 | 0.03% | +56+1.6% | 加碼 |
| Colony Group, LLC | 3,463 | $96.7 萬 | 0.00% | +18+0.5% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,509 | $98.0 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 3,545 | $99.0 萬 | 0.01% | −663−15.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,565 | $99.6 萬 | 0.00% | +267+8.1% | 加碼 |
| Mutual of America Capital Management LLC | 3,567 | $99.6 萬 | 0.01% | +3,567 | 新進 |
| LVW Advisors, LLC | 3,589 | $100.2 萬 | 0.15% | +344+10.6% | 加碼 |
| Fulton Bank, N.A. | 3,630 | $101.4 萬 | 0.04% | −8−0.2% | 減碼 |
| First Hawaiian Bank | 3,655 | $102.1 萬 | 0.03% | −1,945−34.7% | 減碼 |
| Belpointe Asset Management LLC | 3,669 | $102.5 萬 | 0.07% | +1,700+86.3% | 加碼 |
| Pittenger & Anderson Inc | 3,672 | $102.6 萬 | 0.04% | +205+5.9% | 加碼 |
| Jefferies Financial Group Inc. | 3,742 | $104.5 萬 | 0.02% | +3,742 | 新進 |
| Independent Advisor Alliance | 3,750 | $104.7 萬 | 0.04% | −215−5.4% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,817 | $106.6 萬 | 0.04% | −3,085−44.7% | 減碼 |
| Walleye Capital LLC | 3,826 | $106.9 萬 | 0.01% | −26,521−87.4% | 減碼 |
| Toroso Investments, LLC | 3,853 | $107.6 萬 | 0.01% | +2,309+149.5% | 加碼 |
| Nebula Research & Development LLC | 3,884 | $108.5 萬 | 0.18% | +273+7.6% | 加碼 |
| Harbor Capital Advisors, Inc. | 3,886 | $108.5 萬 | 0.08% | +2,852+275.8% | 加碼 |
| Gateway Investment Advisers LLC | 3,890 | $108.6 萬 | 0.01% | −1,189−23.4% | 減碼 |
| Resources Investment Advisors, LLC. | 3,974 | $111.0 萬 | 0.01% | +98+2.5% | 加碼 |
| Verition Fund Management LLC | 4,000 | $111.7 萬 | 0.01% | +2,467+160.9% | 加碼 |
| Eqis Capital Management, Inc. | 4,056 | $113.3 萬 | 0.09% | −773−16.0% | 減碼 |
| Vestcor Inc | 4,061 | $113.4 萬 | 0.04% | 00.0% | 不變 |
| Castleark Management LLC | 4,065 | $113.5 萬 | 0.05% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 4,063 | $113.6 萬 | 0.02% | +689+20.4% | 加碼 |
| Schroder Investment Management Group | 4,080 | $114.0 萬 | 0.00% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 4,140 | $115.6 萬 | 0.02% | +300+7.8% | 加碼 |
| Cerity Partners LLC | 4,181 | $116.8 萬 | 0.00% | −9,128−68.6% | 減碼 |
| Axq Capital, LP | 4,193 | $117.1 萬 | 0.27% | +2,976+244.5% | 加碼 |
| Future Fund LLC | 4,292 | $121.1 萬 | 3.04% | +2,900+208.3% | 加碼 |
| Ossiam | 4,409 | $123.1 萬 | 0.02% | +773+21.3% | 加碼 |
| M&T Bank Corp | 4,415 | $123.3 萬 | 0.00% | +208+4.9% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,401 | $124.1 萬 | 0.10% | +1,189+37.0% | 加碼 |
| Aureus Asset Management, LLC | 4,455 | $124.4 萬 | 0.09% | 00.0% | 不變 |
| Engineers Gate Manager LP | 4,473 | $124.9 萬 | 0.03% | −10,014−69.1% | 減碼 |
| Wealthfront Advisers LLC | 4,485 | $125.3 萬 | 0.00% | +2,933+189.0% | 加碼 |
| Creative Planning | 4,574 | $127.8 萬 | 0.00% | +586+14.7% | 加碼 |
| SkyView Investment Advisors, LLC | 4,704 | $131.4 萬 | 0.23% | +38+0.8% | 加碼 |
| Cresset Asset Management, LLC | 4,755 | $132.8 萬 | 0.01% | +408+9.4% | 加碼 |
| Brinker Capital Investments, LLC | 4,762 | $133.0 萬 | 0.01% | +86+1.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 4,762 | $133.0 萬 | 0.01% | +86+1.8% | 加碼 |
| MetLife Investment Management | 4,785 | $133.6 萬 | 0.01% | +201+4.4% | 加碼 |
| SG Americas Securities, LLC | 4,846 | $135.3 萬 | 0.01% | +3,759+345.8% | 加碼 |
| Navellier & Associates Inc | 4,874 | $136.1 萬 | 0.16% | −114−2.3% | 減碼 |
| Bank of Nova Scotia | 4,880 | $136.3 萬 | 0.00% | −56−1.1% | 減碼 |
| TrinityPoint Wealth, LLC | 4,957 | $138.4 萬 | 0.22% | +4,957 | 新進 |
| Raymond James Trust N.A. | 4,981 | $139.1 萬 | 0.03% | −950−16.0% | 減碼 |
| WMS Partners, LLC | 5,000 | $139.7 萬 | 0.09% | +5,000 | 新進 |
| Amalgamated Bank | 5,030 | $140.5 萬 | 0.01% | −2,299−31.4% | 減碼 |
| Credit Agricole S A | 5,032 | $140.5 萬 | 0.01% | +5,032 | 新進 |
| MBB Public Markets I LLC | 5,131 | $143.3 萬 | 0.03% | +4,364+569.0% | 加碼 |
| Advisor OS, LLC | 5,143 | $143.6 萬 | 0.16% | −26−0.5% | 減碼 |
| Dana Investment Advisors, Inc. | 5,159 | $144.1 萬 | 0.05% | −22−0.4% | 減碼 |
| Mercer Global Advisors Inc | 3,922 | $144.7 萬 | 0.00% | −796−16.9% | 減碼 |
| Bleakley Financial Group, LLC | 5,271 | $147.2 萬 | 0.04% | +93+1.8% | 加碼 |
| Knollwood Investment Advisory, LLC | 5,275 | $147.3 萬 | 0.16% | +5,275 | 新進 |
| Donoghue Forlines LLC | 5,287 | $147.7 萬 | 0.42% | +5,287 | 新進 |
| Kovitz Investment Group Partners, LLC | 5,402 | $151.2 萬 | 0.01% | +5,402 | 新進 |
| Two Sigma Investments, LP | 5,500 | $153.6 萬 | 0.00% | −203−3.6% | 減碼 |
| Acadian Asset Management LLC | 5,551 | $154.8 萬 | 0.00% | +398+7.7% | 加碼 |
| Foresight Global Investors, Inc. | 5,549 | $155.0 萬 | 0.74% | 00.0% | 不變 |
| Ostrum Asset Management | 5,562 | $155.3 萬 | 0.14% | −433−7.2% | 減碼 |
| Commonwealth Equity Services, LLC | 5,670 | $158.4 萬 | 0.00% | +197+3.6% | 加碼 |
| FORA Capital, LLC | 5,675 | $158.5 萬 | 0.19% | −227−3.8% | 減碼 |
| Yorktown Management & Research Co Inc | 5,690 | $158.9 萬 | 1.71% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 6,146 | $162.4 萬 | 0.45% | 00.0% | 不變 |
| King Luther Capital Management Corp | 5,860 | $163.7 萬 | 0.01% | +56+1.0% | 加碼 |
| Ethic Inc. | 5,908 | $165.0 萬 | 0.04% | +751+14.6% | 加碼 |
| Maryland State Retirement & Pension System | 5,954 | $166.3 萬 | 0.03% | 00.0% | 不變 |
| Aquila Investment Management LLC | 6,000 | $167.6 萬 | 1.57% | 00.0% | 不變 |
| Nordea Investment Management AB | 6,131 | $170.3 萬 | 0.00% | +262+4.5% | 加碼 |
| MAI Capital Management | 6,100 | $170.4 萬 | 0.02% | +24+0.4% | 加碼 |
| Nisa Investment Advisors, LLC | 6,300 | $176.0 萬 | 0.01% | +2,061+48.6% | 加碼 |
| Neuberger Berman Group LLC | 6,365 | $177.8 萬 | 0.00% | −667−9.5% | 減碼 |
| Point72 Hong Kong Ltd | 6,406 | $178.9 萬 | 0.11% | −6,482−50.3% | 減碼 |
| Gulf International Bank (UK) Ltd | 6,410 | $179.0 萬 | 0.05% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 6,412 | $179.1 萬 | 0.07% | +1,834+40.1% | 加碼 |
| Kestra Advisory Services, LLC | 6,537 | $182.6 萬 | 0.01% | +174+2.7% | 加碼 |
| BlueMar Capital Management, LLC | 6,580 | $183.8 萬 | 3.83% | −5,651−46.2% | 減碼 |
| Sterling Group Wealth Management, LLC | 6,629 | $185.1 萬 | 1.06% | +6,629 | 新進 |
| Simplicity Wealth,LLC | 6,653 | $185.8 萬 | 0.04% | +109+1.7% | 加碼 |
| Pitcairn Co | 6,792 | $189.7 萬 | 0.12% | +107+1.6% | 加碼 |
| Garrett Investment Advisors LLC | 7,105 | $198.4 萬 | 0.23% | +301+4.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 7,227 | $201.9 萬 | 0.00% | +586+8.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 7,698 | $209.8 萬 | 0.00% | −1,862−19.5% | 減碼 |
| Clark Capital Management Group, Inc. | 7,518 | $210.0 萬 | 0.02% | +1,811+31.7% | 加碼 |
| Aquatic Capital Management LLC | 7,520 | $210.0 萬 | 0.08% | +7,520 | 新進 |