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 |
|---|---|---|---|---|---|
| Mediolanum International Funds Ltd | 25,052 | $646.4 萬 | 0.11% | −1,433−5.4% | 減碼 |
| Allianz Asset Management GmbH | 23,565 | $658.2 萬 | 0.01% | +15,691+199.3% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 24,187 | $675.5 萬 | 0.11% | +22,369+1,230.4% | 加碼 |
| Resona Asset Management Co.,Ltd. | 24,215 | $675.5 萬 | 0.04% | −1,772−6.8% | 減碼 |
| Blair William & Co | 24,601 | $687.1 萬 | 0.02% | −686−2.7% | 減碼 |
| Winmill & Co. Inc | 24,660 | $688.8 萬 | 2.35% | 00.0% | 不變 |
| Intech Investment Management LLC | 25,067 | $700.1 萬 | 0.09% | −16,783−40.1% | 減碼 |
| Renaissance Technologies LLC | 25,476 | $711.5 萬 | 0.01% | −68,624−72.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,110 | $729.3 萬 | 0.02% | +689+2.7% | 加碼 |
| Private Advisor Group, LLC | 26,822 | $749.1 萬 | 0.05% | +1,739+6.9% | 加碼 |
| KWB Wealth | 28,459 | $751.9 萬 | 1.03% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 27,243 | $760.9 萬 | 0.03% | −16,940−38.3% | 減碼 |
| Tobam | 27,767 | $775.5 萬 | 1.22% | −13,835−33.3% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 28,417 | $793.7 萬 | 0.40% | −169−0.6% | 減碼 |
| Nomura Asset Management Co Ltd | 28,963 | $808.9 萬 | 0.03% | −182−0.6% | 減碼 |
| Snowden Capital Advisors LLC | 29,348 | $819.7 萬 | 0.24% | +9,362+46.8% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 29,700 | $829.5 萬 | 0.06% | −900−2.9% | 減碼 |
| Public Employees Retirement System of Ohio | 30,448 | $850.4 萬 | 0.03% | −6,058−16.6% | 減碼 |
| Segment Wealth Management, LLC | 30,832 | $861.1 萬 | 0.64% | +10,451+51.3% | 加碼 |
| Rivermont Capital Management LP | 30,997 | $865.7 萬 | 3.71% | +30,997 | 新進 |
| Asset Management One Co.,Ltd. | 31,027 | $866.6 萬 | 0.03% | −1,211−3.8% | 減碼 |
| Brant Point Investment Management LLC | 34,372 | $960.0 萬 | 2.25% | −100−0.3% | 減碼 |
| CI Private Wealth, LLC | 35,411 | $989.1 萬 | 0.02% | +458+1.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 35,775 | $999.2 萬 | 0.12% | −1,165−3.2% | 減碼 |
| Transform Wealth, LLC | 36,141 | $1,009 萬 | 0.76% | +4,337+13.6% | 加碼 |
| Pictet Asset Management Holding SA | 36,204 | $1,011 萬 | 0.01% | −2,536−6.5% | 減碼 |
| Cubist Systematic Strategies, LLC | 36,370 | $1,016 萬 | 0.18% | −12,084−24.9% | 減碼 |
| Janney Montgomery Scott LLC | 36,756 | $1,027 萬 | 0.03% | +2,051+5.9% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 37,121 | $1,037 萬 | 0.24% | −606−1.6% | 減碼 |
| Channing Capital Management, LLC | 38,514 | $1,076 萬 | 0.30% | +4,468+13.1% | 加碼 |
| 2Xideas AG | 40,181 | $1,122 萬 | 1.40% | +40,181 | 新進 |
| Korea Investment CORP | 40,349 | $1,127 萬 | 0.03% | +10,019+33.0% | 加碼 |
| Cinctive Capital Management LP | 40,366 | $1,127 萬 | 0.61% | +40,366 | 新進 |
| Mawer Investment Management Ltd. | 41,675 | $1,164 萬 | 0.06% | +12,049+40.7% | 加碼 |
| Pathstone Holdings, LLC | 43,153 | $1,205 萬 | 0.05% | +1,121+2.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 43,175 | $1,206 萬 | 0.01% | +3,390+8.5% | 加碼 |
| AQR Capital Management LLC | 43,901 | $1,215 萬 | 0.02% | −2,999−6.4% | 減碼 |
| State of Wisconsin Investment Board | 43,703 | $1,221 萬 | 0.03% | +2,498+6.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 44,115 | $1,232 萬 | 0.02% | +4,784+12.2% | 加碼 |
| Logan Capital Management Inc | 44,608 | $1,246 萬 | 0.54% | −366−0.8% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 52,640 | $1,261 萬 | 1.05% | +3,173+6.4% | 加碼 |
| Venturi Wealth Management, LLC | 45,252 | $1,264 萬 | 0.75% | +683+1.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 45,688 | $1,276 萬 | 0.03% | −9,422−17.1% | 減碼 |
| Icon Advisers Inc | 45,282 | $1,277 萬 | 2.88% | −350−0.8% | 減碼 |
| Great West Life Assurance Co | 45,954 | $1,284 萬 | 0.02% | +3,725+8.8% | 加碼 |
| Iridian Asset Management LLC | 46,622 | $1,302 萬 | 2.94% | −13,392−22.3% | 減碼 |
| Royal London Asset Management Ltd | 48,544 | $1,356 萬 | 0.03% | −519−1.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 49,367 | $1,379 萬 | 0.11% | +46,930+1,925.7% | 加碼 |
| Treasurer of the State of North Carolina | 50,454 | $1,409 萬 | 0.06% | −1,561−3.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 50,529 | $1,411 萬 | 0.04% | +14,760+41.3% | 加碼 |
| Thornburg Investment Management Inc | 50,683 | $1,414 萬 | 0.20% | −5,088−9.1% | 減碼 |
| Russell Investments Group, Ltd. | 52,149 | $1,456 萬 | 0.02% | −23,099−30.7% | 減碼 |
| Citigroup Inc | 52,742 | $1,473 萬 | 0.01% | −1,249−2.3% | 減碼 |
| New York State Common Retirement Fund | 53,441 | $1,493 萬 | 0.02% | −252−0.5% | 減碼 |
| Barclays PLC | 54,069 | $1,510 萬 | 0.01% | −15,396−22.2% | 減碼 |
| Fort Washington Investment Advisors Inc | 54,252 | $1,515 萬 | 0.10% | −148−0.3% | 減碼 |
| Thrivent Financial for Lutherans | 54,318 | $1,517 萬 | 0.03% | +52,850+3,600.1% | 加碼 |
| Teacher Retirement System of Texas | 54,986 | $1,536 萬 | 0.09% | −2,254−3.9% | 減碼 |
| Parnassus Investments | 56,840 | $1,588 萬 | 0.03% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 59,631 | $1,666 萬 | 0.04% | +3,644+6.5% | 加碼 |
| Kames Capital plc | 61,809 | $1,726 萬 | 0.24% | +53,502+644.1% | 加碼 |
| Jennison Associates LLC | 64,955 | $1,814 萬 | 0.01% | +64,955 | 新進 |
| Ensign Peak Advisors, Inc | 75,606 | $2,112 萬 | 0.04% | +27,608+57.5% | 加碼 |
| Bank of Montreal | 75,786 | $2,120 萬 | 0.01% | −94,379−55.5% | 減碼 |
| Reinhart Partners, Inc. | 76,848 | $2,146 萬 | 0.89% | +1,013+1.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 78,469 | $2,192 萬 | 0.04% | −17,120−17.9% | 減碼 |
| Aviva PLC | 79,128 | $2,210 萬 | 0.06% | +10,255+14.9% | 加碼 |
| SEI Investments Co | 83,278 | $2,326 萬 | 0.03% | −29,976−26.5% | 減碼 |
| Danske Bank A/S | 84,184 | $2,351 萬 | 0.09% | +6,509+8.4% | 加碼 |
| Assenagon Asset Management S.A. | 85,914 | $2,400 萬 | 0.06% | +77,169+882.4% | 加碼 |
| Toronto Dominion Bank | 88,953 | $2,484 萬 | 0.04% | +21,740+32.3% | 加碼 |
| First Trust Advisors LP | 89,520 | $2,500 萬 | 0.03% | +54,557+156.0% | 加碼 |
| Heron Bay Capital Management | 89,845 | $2,509 萬 | 5.34% | −84−0.1% | 減碼 |
| Tudor Investment Corp Et Al | 95,009 | $2,654 萬 | 0.30% | +95,009 | 新進 |
| Qube Research & Technologies Ltd | 95,374 | $2,664 萬 | 0.05% | −161,157−62.8% | 減碼 |
| Brown Brothers Harriman & Co | 95,964 | $2,680 萬 | 0.20% | +15,030+18.6% | 加碼 |
| CIBC World Markets Corp | 97,515 | $2,724 萬 | 0.18% | −1,138−1.2% | 減碼 |
| LPL Financial LLC | 100,458 | $2,806 萬 | 0.01% | +11,882+13.4% | 加碼 |
| Waratah Capital Advisors Ltd. | 102,017 | $2,849 萬 | 1.72% | −58,374−36.4% | 減碼 |
| Comerica Bank | 102,696 | $2,868 萬 | 0.12% | +23,653+29.9% | 加碼 |
| Panagora Asset Management Inc | 105,434 | $2,945 萬 | 0.15% | −66,092−38.5% | 減碼 |
| Rhumbline Advisers | 105,801 | $2,955 萬 | 0.03% | −2,838−2.6% | 減碼 |
| California State Teachers Retirement System | 111,879 | $3,125 萬 | 0.04% | −9,687−8.0% | 減碼 |
| National Pension Service | 113,200 | $3,162 萬 | 0.04% | −2,200−1.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 118,371 | $3,306 萬 | 0.04% | +76,752+184.4% | 加碼 |
| UBS Group AG | 121,071 | $3,382 萬 | 0.01% | +46,396+62.1% | 加碼 |
| Bamco Inc | 125,641 | $3,509 萬 | 0.10% | +3,603+3.0% | 加碼 |
| Artemis Investment Management LLP | 125,646 | $3,509 萬 | 0.47% | +14,742+13.3% | 加碼 |
| Brandywine Global Investment Management, LLC | 128,763 | $3,596 萬 | 0.27% | +18,834+17.1% | 加碼 |
| Coronation Fund Managers Ltd. | 129,255 | $3,610 萬 | 2.08% | −168,923−56.7% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 130,000 | $3,631 萬 | 0.14% | +130,000 | 新進 |
| Pinebridge Investments, L.P. | 131,783 | $3,681 萬 | 0.30% | +9,499+7.8% | 加碼 |
| Jackson Square Partners, LLC | 137,689 | $3,846 萬 | 2.35% | −56,277−29.0% | 減碼 |
| Point72 Asset Management, L.P. | 143,229 | $4,000 萬 | 0.13% | +143,229 | 新進 |
| Stifel Financial Corp | 145,023 | $4,051 萬 | 0.05% | +3,283+2.3% | 加碼 |
| Family Wealth Partners, LLC | 147,288 | $4,114 萬 | 21.35% | +348+0.2% | 加碼 |
| California Public Employees Retirement System | 147,743 | $4,126 萬 | 0.03% | +7,625+5.4% | 加碼 |
| Buckingham Strategic Partners | 147,846 | $4,129 萬 | 1.08% | +147,846 | 新進 |
| Jacobs Levy Equity Management, Inc | 160,464 | $4,482 萬 | 0.19% | −180,058−52.9% | 減碼 |
| HSBC Holdings PLC | 161,830 | $4,513 萬 | 0.03% | −132,496−45.0% | 減碼 |