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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 7,559 | $211.1 萬 | 0.24% | −3,494−31.6% | 減碼 |
| Martingale Asset Management L P | 7,697 | $215.0 萬 | 0.05% | +7,697 | 新進 |
| Public Employees Retirement Association of Colorado | 7,703 | $215.1 萬 | 0.01% | −403−5.0% | 減碼 |
| JustInvest LLC | 7,875 | $218.4 萬 | 0.04% | +74+0.9% | 加碼 |
| Park Avenue Securities LLC | 7,899 | $220.6 萬 | 0.03% | +513+6.9% | 加碼 |
| Prudential Financial Inc | 7,962 | $222.4 萬 | 0.00% | +624+8.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 8,110 | $226.5 萬 | 0.01% | +1,837+29.3% | 加碼 |
| Oliver Luxxe Assets LLC | 8,229 | $229.8 萬 | 0.49% | +64+0.8% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 8,276 | $231.2 萬 | 0.21% | −533−6.1% | 減碼 |
| Laurion Capital Management LP | 8,295 | $231.7 萬 | 0.08% | −592−6.7% | 減碼 |
| Anchor Investment Management, LLC | 8,365 | $233.6 萬 | 0.24% | +664+8.6% | 加碼 |
| DekaBank Deutsche Girozentrale | 8,587 | $237.5 萬 | 0.00% | −40−0.5% | 減碼 |
| Sumitomo Life Insurance Co | 8,614 | $240.6 萬 | 0.06% | +631+7.9% | 加碼 |
| Flynn Zito Capital Management, LLC | 8,634 | $241.2 萬 | 1.23% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 8,708 | $243.2 萬 | 0.01% | +33+0.4% | 加碼 |
| CIBC Asset Management Inc | 8,807 | $246.0 萬 | 0.01% | −1,644−15.7% | 減碼 |
| Caldwell Trust Co | 8,817 | $246.3 萬 | 0.27% | −338−3.7% | 減碼 |
| Nissay Asset Management Corp | 8,888 | $248.2 萬 | 0.02% | +62+0.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 9,013 | $251.7 萬 | 0.05% | +4,838+115.9% | 加碼 |
| ExodusPoint Capital Management, LP | 9,039 | $252.5 萬 | 0.03% | +9,039 | 新進 |
| Beacon Investment Advisors LLC | 9,234 | $257.9 萬 | 1.32% | +30.0% | 加碼 |
| TownSquare Capital, LLC | 9,236 | $258.0 萬 | 0.04% | +3,719+67.4% | 加碼 |
| Monument Capital Management | 9,409 | $262.8 萬 | 0.77% | +255+2.8% | 加碼 |
| Empowered Funds, LLC | 9,583 | $267.7 萬 | 0.05% | +4,794+100.1% | 加碼 |
| Public Sector Pension Investment Board | 9,765 | $272.7 萬 | 0.02% | −441−4.3% | 減碼 |
| Advisor Group Holdings, Inc. | 9,944 | $277.8 萬 | 0.01% | +920+10.2% | 加碼 |
| Retirement Capital Strategies | 10,041 | $280.4 萬 | 1.12% | −70−0.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 10,313 | $285.1 萬 | 0.01% | −1,882−15.4% | 減碼 |
| Advisory Services Network, LLC | 10,263 | $286.6 萬 | 0.06% | +2,136+26.3% | 加碼 |
| Daiwa Securities Group Inc. | 10,521 | $293.9 萬 | 0.02% | +2,081+24.7% | 加碼 |
| Symphony Financial, Ltd. Co. | 10,753 | $297.2 萬 | 0.54% | +10.0% | 加碼 |
| Mackenzie Financial Corp | 10,696 | $298.7 萬 | 0.00% | +278+2.7% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 10,769 | $300.8 萬 | 0.00% | +798+8.0% | 加碼 |
| Bridgewater Associates, LP | 10,850 | $303.0 萬 | 0.02% | +2,728+33.6% | 加碼 |
| APG Asset Management N.V. | 11,665 | $304.0 萬 | 0.01% | +8,800+307.2% | 加碼 |
| TD Private Client Wealth LLC | 10,886 | $304.0 萬 | 0.10% | −3,291−23.2% | 減碼 |
| United Asset Strategies, Inc. | 10,944 | $305.7 萬 | 0.30% | +10,944 | 新進 |
| Bridgeway Capital Management, LLC | 11,320 | $316.2 萬 | 0.07% | 00.0% | 不變 |
| Omers Administration Corp | 11,417 | $318.9 萬 | 0.03% | +11,417 | 新進 |
| DnB Asset Management AS | 11,488 | $320.9 萬 | 0.02% | +213+1.9% | 加碼 |
| Annex Advisory Services, LLC | 11,550 | $322.6 萬 | 0.11% | −68−0.6% | 減碼 |
| Hennessy Advisors Inc | 11,600 | $324.0 萬 | 0.12% | −200−1.7% | 減碼 |
| Jump Financial, LLC | 11,706 | $326.9 萬 | 0.07% | +11,706 | 新進 |
| Whittier Trust Co of Nevada Inc | 11,837 | $330.6 萬 | 0.09% | +638+5.7% | 加碼 |
| HighTower Advisors, LLC | 11,860 | $331.4 萬 | 0.01% | +105+0.9% | 加碼 |
| Tredje AP-fonden | 11,889 | $332.1 萬 | 0.03% | −186−1.5% | 減碼 |
| Jane Street Group, LLC | 12,044 | $336.4 萬 | 0.00% | −16,320−57.5% | 減碼 |
| Utah Retirement Systems | 12,217 | $341.2 萬 | 0.04% | −900−6.9% | 減碼 |
| KBC Group NV | 12,270 | $342.7 萬 | 0.01% | −43,395−78.0% | 減碼 |
| Sanctuary Advisors, LLC | 13,060 | $347.8 萬 | 0.03% | +13,060 | 新進 |
| CIBC World Markets Inc. | 12,504 | $349.2 萬 | 0.01% | +100+0.8% | 加碼 |
| Silvant Capital Management LLC | 12,746 | $356.0 萬 | 0.16% | 00.0% | 不變 |
| Kennedy Capital Management, Inc. | 13,138 | $366.9 萬 | 0.08% | +2,859+27.8% | 加碼 |
| Neo Ivy Capital Management | 13,248 | $370.0 萬 | 0.73% | +13,248 | 新進 |
| Xponance, Inc. | 13,301 | $371.5 萬 | 0.04% | −135−1.0% | 減碼 |
| Cornerstone Wealth Management, LLC | 13,544 | $378.3 萬 | 0.29% | −2,147−13.7% | 減碼 |
| Federated Hermes, Inc. | 13,585 | $379.4 萬 | 0.01% | +2,616+23.8% | 加碼 |
| Swedbank AB | 13,709 | $382.9 萬 | 0.01% | −100−0.7% | 減碼 |
| Shepherd Financial Partners LLC | 13,755 | $384.2 萬 | 0.50% | 00.0% | 不變 |
| Quantinno Capital Management LP | 13,844 | $386.7 萬 | 0.07% | +2,179+18.7% | 加碼 |
| Susquehanna International Group, LLP | 13,909 | $388.5 萬 | 0.01% | +1,912+15.9% | 加碼 |
| James Investment Research Inc | 13,966 | $390.1 萬 | 0.46% | −731−5.0% | 減碼 |
| Prana Capital Management, LP | 13,987 | $390.7 萬 | 0.19% | +13,987 | 新進 |
| British Columbia Investment Management Corp | 14,261 | $398.3 萬 | 0.02% | +5,232+57.9% | 加碼 |
| Palestra Capital Management LLC | 14,362 | $401.1 萬 | 0.16% | +6,162+75.1% | 加碼 |
| Cetera Investment Advisers | 14,439 | $403.3 萬 | 0.01% | +805+5.9% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 14,510 | $405.3 萬 | 0.01% | −942−6.1% | 減碼 |
| Eagle Rock Investment Company, LLC | 14,731 | $411.4 萬 | 0.74% | −382−2.5% | 減碼 |
| Lecap Asset Management Ltd | 14,950 | $417.6 萬 | 0.90% | +14,950 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 15,094 | $422.1 萬 | 0.02% | +20.0% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 15,164 | $423.5 萬 | 0.28% | +80+0.5% | 加碼 |
| Argent Capital Management LLC | 15,165 | $423.6 萬 | 0.12% | +11,915+366.6% | 加碼 |
| Forsta Ap-Fonden | 15,300 | $427.3 萬 | 0.04% | −12,900−45.7% | 減碼 |
| Northwest Financial Advisors | 15,413 | $430.5 萬 | 4.38% | +16+0.1% | 加碼 |
| Captrust Financial Advisors | 15,508 | $433.1 萬 | 0.01% | +160+1.0% | 加碼 |
| IFM Investors Pty Ltd | 15,573 | $435.0 萬 | 0.04% | 00.0% | 不變 |
| Twinbeech Capital LP | 15,812 | $441.6 萬 | 0.09% | +15,812 | 新進 |
| O'Shaughnessy Asset Management, LLC | 15,818 | $441.8 萬 | 0.05% | +300+1.9% | 加碼 |
| Mariner, LLC | 16,072 | $448.9 萬 | 0.01% | +645+4.2% | 加碼 |
| Handelsbanken Fonder AB | 16,181 | $451.9 萬 | 0.02% | −100−0.6% | 減碼 |
| Gradient Investments LLC | 16,370 | $457.2 萬 | 0.10% | −95−0.6% | 減碼 |
| MML Investors Services, LLC | 16,581 | $463.1 萬 | 0.02% | −1,472−8.2% | 減碼 |
| Atria Investments LLC | 16,733 | $467.4 萬 | 0.06% | +4,548+37.3% | 加碼 |
| Illinois Municipal Retirement Fund | 17,742 | $495.5 萬 | 0.08% | 00.0% | 不變 |
| Capital World Investors | 17,807 | $497.3 萬 | 0.00% | +17,807 | 新進 |
| Vestmark Advisory Solutions, Inc. | 19,100 | $533.5 萬 | 0.22% | +574+3.1% | 加碼 |
| NewEdge Wealth, LLC | 19,375 | $541.1 萬 | 0.12% | −37,716−66.1% | 減碼 |
| DRW Securities, LLC | 19,400 | $541.8 萬 | 0.33% | +19,400 | 新進 |
| Point72 Europe (London) LLP | 19,600 | $547.4 萬 | 0.46% | +19,600 | 新進 |
| Swiss Life Asset Management Ltd | 19,603 | $547.5 萬 | 0.06% | +19,603 | 新進 |
| Storebrand Asset Management AS | 20,444 | $571.0 萬 | 0.02% | −8,595−29.6% | 減碼 |
| Arizona State Retirement System | 20,453 | $571.3 萬 | 0.04% | −346−1.7% | 減碼 |
| Winthrop Advisory Group LLC | 20,783 | $580.5 萬 | 0.79% | 00.0% | 不變 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 20,900 | $583.7 萬 | 0.07% | +20,900 | 新進 |
| US Bancorp | 21,278 | $594.4 萬 | 0.01% | +93+0.4% | 加碼 |
| Bullseye Asset Management LLC | 21,527 | $601.3 萬 | 2.94% | −1,000−4.4% | 減碼 |
| Whittier Trust Co | 21,758 | $607.7 萬 | 0.09% | +1,096+5.3% | 加碼 |
| Principal Financial Group Inc | 21,974 | $613.7 萬 | 0.00% | +7,112+47.9% | 加碼 |
| Strategic Global Advisors, LLC | 22,074 | $616.5 萬 | 1.29% | +12,143+122.3% | 加碼 |
| Van Eck Associates Corp | 22,566 | $630.3 萬 | 0.01% | −1,023−4.3% | 減碼 |