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 3 季 13F 持有人
LPL Financial Holdings Inc. 在 2024/9/30 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
- 646
- 較 2024 年第 2 季 −24 家
- 持有股數
- 7,210 萬
- 較 2024 年第 2 季 +541.8 萬 (+8.1%)
- 總市值
- $168.1 億
- 較 2024 年第 2 季 −$18.1 億 (−9.7%)
- 新進機構
- 87
- 另有 243 家加碼
- 清倉機構
- 111
- 另有 241 家減碼
另有 7 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,279,594 | $16.9 億 | 0.03% | +91,726+1.3% | 加碼 |
| BlackRock, Inc. | 4,754,404 | $11.1 億 | 0.02% | +4,754,404 | 新進 |
| FMR LLC | 3,322,571 | $7.73 億 | 0.05% | +650,675+24.4% | 加碼 |
| Boston Partners | 3,099,904 | $7.23 億 | 0.85% | +1,212,715+64.3% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,603,251 | $6.06 億 | 1.34% | +13,458+0.5% | 加碼 |
| Janus Henderson Group PLC | 2,528,497 | $5.88 億 | 0.30% | −13,688−0.5% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 2,180,137 | $5.07 億 | 3.78% | +495,067+29.4% | 加碼 |
| State Street Corp | 1,677,093 | $3.90 億 | 0.02% | −25,879−1.5% | 減碼 |
| Samlyn Capital, LLC | 1,645,694 | $3.83 億 | 6.18% | +450,979+37.7% | 加碼 |
| WCM Investment Management, LLC | 1,649,668 | $3.81 億 | 0.86% | −14,050−0.8% | 減碼 |
| Geode Capital Management, LLC | 1,436,831 | $3.34 億 | 0.03% | +36,474+2.6% | 加碼 |
| JPMorgan Chase & Co | 1,275,136 | $2.97 億 | 0.02% | +276,166+27.6% | 加碼 |
| Darlington Partners Capital Management, LP | 1,099,736 | $2.56 億 | 10.35% | +316,446+40.4% | 加碼 |
| Eminence Capital, LP | 1,078,109 | $2.51 億 | 3.81% | +408,858+61.1% | 加碼 |
| First Trust Advisors LP | 991,029 | $2.31 億 | 0.22% | +901,509+1,007.0% | 加碼 |
| Clarkston Capital Partners, LLC | 977,030 | $2.27 億 | 4.18% | −15,585−1.6% | 減碼 |
| Norges Bank | 921,722 | $2.14 億 | 0.03% | −7,164−0.8% | 減碼 |
| TD Asset Management Inc | 906,613 | $2.09 億 | 0.18% | +25,438+2.9% | 加碼 |
| Morgan Stanley | 870,848 | $2.03 億 | 0.01% | −596,159−40.6% | 減碼 |
| Marshall Wace, LLP | 863,254 | $2.01 億 | 0.26% | +863,254 | 新進 |
| Millennium Management LLC | 839,199 | $1.95 億 | 0.17% | +396,104+89.4% | 加碼 |
| Dimensional Fund Advisors LP | 800,591 | $1.86 億 | 0.05% | +18,585+2.4% | 加碼 |
| Eagle Asset Management Inc | 591,233 | $1.85 億 | 0.94% | −61,990−9.5% | 減碼 |
| SurgoCap Partners LP | 780,721 | $1.82 億 | 9.69% | +233,880+42.8% | 加碼 |
| Southpoint Capital Advisors LP | 750,000 | $1.74 億 | 4.14% | +250,000+50.0% | 加碼 |
| Westfield Capital Management Co LP | 710,867 | $1.65 億 | 0.75% | +126,266+21.6% | 加碼 |
| Massachusetts Financial Services Co | 710,367 | $1.65 億 | 0.05% | −174,263−19.7% | 減碼 |
| Epoch Investment Partners, Inc. | 700,034 | $1.63 億 | 0.73% | +53,694+8.3% | 加碼 |
| HMI Capital Management, L.P. | 692,543 | $1.61 億 | 6.67% | +122,900+21.6% | 加碼 |
| Azora Capital LP | 643,544 | $1.50 億 | 8.07% | +220,622+52.2% | 加碼 |
| Price T Rowe Associates Inc | 615,985 | $1.43 億 | 0.02% | −1,483,931−70.7% | 減碼 |
| UBS Asset Management Americas Inc | 615,237 | $1.43 億 | 0.04% | −40,214−6.1% | 減碼 |
| Canada Pension Plan Investment Board | 607,765 | $1.41 億 | 0.13% | −167,136−21.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 559,402 | $1.30 億 | 0.11% | −214,773−27.7% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 520,404 | $1.21 億 | 1.09% | +38,613+8.0% | 加碼 |
| Wells Fargo & Company | 498,223 | $1.16 億 | 0.03% | −4,720−0.9% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 497,075 | $1.16 億 | 2.25% | +223,931+82.0% | 加碼 |
| Fairview Capital Investment Management, LLC | 485,946 | $1.13 億 | 6.11% | −873−0.2% | 減碼 |
| Third Point LLC大師第三點資本 | 485,000 | $1.13 億 | 1.52% | +485,000 | 新進 |
| Bank of New York Mellon Corp | 479,915 | $1.12 億 | 0.02% | −443,075−48.0% | 減碼 |
| Junto Capital Management LP | 477,586 | $1.11 億 | 2.50% | −91,248−16.0% | 減碼 |
| American Century Companies Inc | 474,026 | $1.10 億 | 0.06% | −3,185−0.7% | 減碼 |
| First Pacific Advisors, LP | 458,362 | $1.07 億 | 1.48% | −576−0.1% | 減碼 |
| Man Group plc | 448,926 | $1.04 億 | 0.30% | +200,949+81.0% | 加碼 |
| Agf Management Ltd | 447,510 | $1.04 億 | 0.53% | +15,232+3.5% | 加碼 |
| Northern Trust Corp | 429,594 | $9,994 萬 | 0.02% | −28,970−6.3% | 減碼 |
| Citadel Advisors LLC | 419,977 | $9,770 萬 | 0.10% | +63,293+17.7% | 加碼 |
| Bank of America Corp | 354,700 | $8,251 萬 | 0.01% | −227,322−39.1% | 減碼 |
| Point72 Asset Management, L.P. | 350,382 | $8,151 萬 | 0.28% | +207,153+144.6% | 加碼 |
| Legal & General Group Plc | 340,526 | $7,922 萬 | 0.02% | −2,796−0.8% | 減碼 |
| Raymond James & Associates | 333,568 | $7,760 萬 | 0.05% | −60,523−15.4% | 減碼 |
| Charles Schwab Investment Management Inc | 321,813 | $7,486 萬 | 0.01% | +9,899+3.2% | 加碼 |
| Envestnet Asset Management Inc | 316,670 | $7,367 萬 | 0.02% | −12,293−3.7% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 281,679 | $6,553 萬 | 0.78% | +47,952+20.5% | 加碼 |
| Franklin Resources Inc | 259,919 | $6,490 萬 | 0.02% | −56,121−17.8% | 減碼 |
| Holocene Advisors, LP | 278,783 | $6,485 萬 | 0.26% | +56,825+25.6% | 加碼 |
| UBS Group AG | 272,655 | $6,343 萬 | 0.02% | +151,584+125.2% | 加碼 |
| Macquarie Group Ltd | 253,573 | $5,899 萬 | 0.06% | −154,215−37.8% | 減碼 |
| Standard Life Aberdeen plc | 253,368 | $5,898 萬 | 0.11% | −5,596−2.2% | 減碼 |
| Ameriprise Financial Inc | 249,329 | $5,800 萬 | 0.01% | +14,501+6.2% | 加碼 |
| Qube Research & Technologies Ltd | 248,663 | $5,785 萬 | 0.11% | +153,289+160.7% | 加碼 |
| Nuveen Asset Management, LLC | 236,884 | $5,511 萬 | 0.02% | −38,972−14.1% | 減碼 |
| Goldman Sachs Group Inc | 231,970 | $5,396 萬 | 0.01% | −65,753−22.1% | 減碼 |
| Wellington Management Group LLP | 227,157 | $5,284 萬 | 0.01% | +56,070+32.8% | 加碼 |
| Coronation Fund Managers Ltd. | 217,451 | $5,059 萬 | 2.81% | +88,196+68.2% | 加碼 |
| Deutsche Bank AG | 213,971 | $4,978 萬 | 0.02% | +36,947+20.9% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 212,238 | $4,937 萬 | 0.06% | +212,238 | 新進 |
| Captrust Financial Advisors | 197,584 | $4,596 萬 | 0.14% | +182,076+1,174.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 195,143 | $4,540 萬 | 0.06% | −301,235−60.7% | 減碼 |
| Truist Financial Corp | 178,047 | $4,142 萬 | 0.07% | +7,199+4.2% | 加碼 |
| Royal Bank of Canada | 177,038 | $4,118 萬 | 0.01% | −15,774−8.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 175,199 | $4,076 萬 | 0.03% | +4,572+2.7% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 172,700 | $4,018 萬 | 11.26% | +172,700 | 新進 |
| Employees Retirement System of Texas | 168,400 | $3,918 萬 | 0.34% | 00.0% | 不變 |
| HSBC Holdings PLC | 157,789 | $3,670 萬 | 0.02% | −4,041−2.5% | 減碼 |
| Brown Brothers Harriman & Co | 151,979 | $3,535 萬 | 0.24% | +56,015+58.4% | 加碼 |
| Alliancebernstein L.P. | 151,606 | $3,527 萬 | 0.01% | −228,884−60.2% | 減碼 |
| Buckingham Strategic Partners | 148,469 | $3,454 萬 | 0.73% | +623+0.4% | 加碼 |
| Family Wealth Partners, LLC | 147,896 | $3,441 萬 | 17.60% | +608+0.4% | 加碼 |
| California Public Employees Retirement System | 145,026 | $3,374 萬 | 0.02% | −2,717−1.8% | 減碼 |
| Invesco Ltd. | 128,641 | $2,993 萬 | 0.01% | −438,884−77.3% | 減碼 |
| Reinhart Partners, Inc. | 126,757 | $2,949 萬 | 1.12% | +49,909+64.9% | 加碼 |
| Stifel Financial Corp | 122,831 | $2,857 萬 | 0.03% | −22,192−15.3% | 減碼 |
| Victory Capital Management Inc | 119,955 | $2,791 萬 | 0.03% | −47,154−28.2% | 減碼 |
| National Pension Service | 117,724 | $2,739 萬 | 0.03% | +4,524+4.0% | 加碼 |
| Barclays PLC | 115,767 | $2,693 萬 | 0.01% | +61,698+114.1% | 加碼 |
| Comerica Bank | 113,746 | $2,646 萬 | 0.10% | +11,050+10.8% | 加碼 |
| California State Teachers Retirement System | 109,862 | $2,556 萬 | 0.03% | −2,017−1.8% | 減碼 |
| LPL Financial LLC | 106,135 | $2,469 萬 | 0.01% | +5,677+5.7% | 加碼 |
| Rhumbline Advisers | 105,813 | $2,462 萬 | 0.02% | +120.0% | 加碼 |
| Heron Bay Capital Management | 96,131 | $2,236 萬 | 4.70% | +6,286+7.0% | 加碼 |
| Russell Investments Group, Ltd. | 95,237 | $2,215 萬 | 0.03% | +43,088+82.6% | 加碼 |
| Jennison Associates LLC | 94,850 | $2,206 萬 | 0.01% | +29,895+46.0% | 加碼 |
| Intech Investment Management LLC | 91,999 | $2,140 萬 | 0.24% | +66,932+267.0% | 加碼 |
| Hudson Bay Capital Management LP | 88,947 | $2,069 萬 | 0.14% | +88,947 | 新進 |
| SEI Investments Co | 87,660 | $2,039 萬 | 0.03% | +4,382+5.3% | 加碼 |
| Iridian Asset Management LLC | 82,834 | $1,927 萬 | 4.13% | +36,212+77.7% | 加碼 |
| Aviva PLC | 80,867 | $1,881 萬 | 0.05% | +1,739+2.2% | 加碼 |
| Interval Partners, LP | 78,746 | $1,832 萬 | 0.52% | +78,746 | 新進 |
| Danske Bank A/S | 77,506 | $1,803 萬 | 0.06% | −6,678−7.9% | 減碼 |