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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 3 季與 2024 年第 2 季比較

持有 LPL Financial Holdings Inc. 的機構從 2024 年第 2 季到 2024 年第 3 季的變化。

2024 年第 3 季全部持有人2024 年第 2 季全部持有人

LPLA 的 13F 持有人：2024 年第 2 季與 2024 年第 3 季比較
項目2024 年第 2 季其中尚未申報 2024 年第 3 季2024 年第 3 季變化
持有家數6777646−24
股數7,205 萬536.3 萬7,210 萬+541.8 萬 (+8.1%)
市值$201.1 億$15.0 億$168.1 億−$18.1 億 (−9.7%)

7 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（87 家）

2024 年第 3 季季末持有 LPL Financial Holdings Inc.、2024 年第 2 季季末沒有持有的機構。

2024 年第 3 季新進 LPLA 的機構
機構股數市值佔組合 %
BlackRock, Inc.4,754,404$11.1 億0.02%
Marshall Wace, LLP863,254$2.01 億0.26%
Third Point LLC大師第三點資本485,000$1.13 億1.52%
Harris Associates L P大師Oakmark（Harris Associates）212,238$4,937 萬0.06%
Tybourne Capital Management (HK) Ltd172,700$4,018 萬11.26%
Hudson Bay Capital Management LP88,947$2,069 萬0.14%
Interval Partners, LP78,746$1,832 萬0.52%
Squarepoint Ops LLC68,677$1,598 萬0.05%
Caisse de Depot Et Placement du Quebec62,104$1,445 萬0.03%
Westwood Holdings Group Inc.58,432$1,359 萬0.06%
Wealth High Governance Capital Ltda50,000$1,163 萬4.08%
Cobalt Capital Management, Inc.40,000$930.5 萬4.14%
Poplar Forest Capital LLC33,311$774.9 萬1.06%
ArrowMark Colorado Holdings LLC33,256$773.6 萬0.10%
Banco BTG Pactual S.A.33,015$768.0 萬2.00%
Brevan Howard Capital Management LP29,801$693.3 萬0.33%
Headlands Technologies LLC29,126$677.6 萬0.78%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund20,700$481.5 萬0.05%
Weiss Asset Management LP17,226$400.7 萬0.10%
Crestline Management, LP16,666$387.7 萬0.22%
Parallax Volatility Advisers, L.P.16,172$376.2 萬0.10%
Dodge & Cox15,556$361.9 萬0.00%
Teca Partners, LP15,061$350.4 萬2.45%
Sterling Capital Management LLC12,512$291.1 萬0.04%
Simplex Trading, LLC11,867$276.0 萬0.09%
Rockefeller Capital Management L.P.11,319$263.3 萬0.01%
TT International Asset Management LTD11,266$262.0 萬0.32%
Centiva Capital, LP10,867$252.8 萬0.11%
Dark Forest Capital Management LP10,837$252.1 萬0.32%
Quantitative Investment Management, LLC9,421$219.1 萬0.22%
Greenleaf Trust9,323$216.9 萬0.02%
F/M Investments LLC8,938$206.3 萬0.07%
Baird Financial Group, Inc.7,745$180.2 萬0.00%
Nomura Holdings Inc7,371$171.5 萬0.01%
Caption Management, LLC7,221$168.0 萬0.18%
Diversified Trust Co6,212$144.5 萬0.04%
Burney Co5,809$135.1 萬0.05%
Aigen Investment Management, LP4,138$96.3 萬0.19%
Graham Capital Management, L.P.3,946$91.8 萬0.03%
Gabelli Funds LLC3,500$81.4 萬0.01%
Hillsdale Investment Management Inc.3,370$78.4 萬0.06%
B. Metzler seel. Sohn & Co. Holding AG3,161$73.5 萬0.01%
Winton Group Ltd2,822$65.6 萬0.05%
Greenline Partners, LLC2,266$52.7 萬0.08%
Robertson Stephens Wealth Management, LLC2,149$50.0 萬0.02%
Twin Tree Management, LP2,124$49.4 萬0.01%
Two Sigma Securities, LLC2,122$49.4 萬0.04%
FinTrust Capital Advisors, LLC2,000$44.9 萬0.08%
Bridgefront Capital, LLC1,886$43.9 萬0.17%
Guggenheim Capital LLC1,779$41.4 萬0.00%
Shell Asset Management Co1,719$40.0 萬0.02%
CX Institutional1,643$38.2 萬0.02%
AXA S.A.1,351$31.4 萬0.00%
Los Angeles Capital Management LLC1,313$30.5 萬0.00%
PFG Investments, LLC1,145$26.6 萬0.02%
RiverGlades Family Offices LLC1,100$25.6 萬0.18%
Merit Financial Group, LLC1,082$25.2 萬0.01%
Net Worth Advisory Group1,029$24.0 萬0.07%
Greenland Capital Management LP916$21.3 萬0.04%
Financial Advocates Investment Management882$20.5 萬0.01%
Bryn Mawr Trust Co783$18.2 萬0.00%
Picton Mahoney Asset Management600$14.0 萬0.01%
Baldwin Brothers Inc337$7.84 萬0.01%
NBT Bank N A296$6.89 萬0.00%
Flaharty Asset Management, LLC187$4.35 萬0.01%
Skopos Labs, Inc.184$4.28 萬0.01%
Golden State Equity Partners167$3.88 萬0.01%
Wintrust Investments LLC162$3.70 萬0.03%
Alpine Bank Wealth Management150$3.49 萬0.01%
Paladin Wealth, LLC146$3.40 萬0.03%
Group One Trading, L.P.140$3.26 萬0.00%
Aster Capital Management (DIFC) Ltd140$3.26 萬0.01%
Ashton Thomas Securities, LLC132$3.07 萬0.01%
Geneos Wealth Management Inc.132$3.07 萬0.00%
Eastern Bank50$1.16 萬0.00%
Global Financial Private Client, LLC38$8,8400.00%
Legacy Investment Solutions, LLC20$6,2940.00%
Legacy Wealth Managment, LLC20$6,2940.00%
Hemington Wealth Management19$5,0000.00%
Fortitude Family Office, LLC19$4,4200.00%
Capital Performance Advisors LLP18$4,1870.00%
Frazier Financial Advisors, LLC16$3,7230.00%
Foster Dykema Cabot & Partners, LLC12$2,7920.00%
Claris Advisors, LLC5$1,1630.00%
Bokf, NA2$4720.00%
Pacer Advisors, Inc.2$4650.00%
Talon Private Wealth, LLC2$4650.00%

清倉機構（111 家）

2024 年第 2 季季末持有 LPL Financial Holdings Inc.、2024 年第 3 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 111 家。

2024 年第 3 季清倉 LPLA 的機構
機構2024 年第 2 季股數2024 年第 2 季市值
Capital Research Global Investors1,577,102$4.40 億
North Peak Capital Management, LLC224,731$6,277 萬
Castle Hook Partners LP207,774$5,803 萬
Jackson Square Partners, LLC137,689$3,846 萬
Pinebridge Investments, L.P.131,783$3,681 萬
Viking Global Investors LP大師維京全球投資130,000$3,631 萬
Waratah Capital Advisors Ltd.102,017$2,849 萬
Parnassus Investments56,840$1,588 萬
Transform Wealth, LLC36,141$1,009 萬
Rivermont Capital Management LP30,997$865.7 萬
Segment Wealth Management, LLC30,832$861.1 萬
Renaissance Technologies LLC25,476$711.5 萬
Lecap Asset Management Ltd14,950$417.6 萬
Palestra Capital Management LLC14,362$401.1 萬
Neo Ivy Capital Management13,248$370.0 萬
Jump Financial, LLC11,706$326.9 萬
Monument Capital Management9,409$262.8 萬
Martingale Asset Management L P7,697$215.0 萬
Dynamic Technology Lab Private Ltd7,559$211.1 萬
Aquatic Capital Management LLC7,520$210.0 萬
Clark Capital Management Group, Inc.7,518$210.0 萬
Banque Cantonale Vaudoise6,412$179.1 萬
Point72 Hong Kong Ltd6,406$178.9 萬
Aquila Investment Management LLC6,000$167.6 萬
FORA Capital, LLC5,675$158.5 萬
Acadian Asset Management LLC5,551$154.8 萬
Donoghue Forlines LLC5,287$147.7 萬
MBB Public Markets I LLC5,131$143.3 萬
Navellier & Associates Inc4,874$136.1 萬
Axq Capital, LP4,193$117.1 萬
Castleark Management LLC4,065$113.5 萬
Belpointe Asset Management LLC3,669$102.5 萬
Qsemble Capital Management, LP3,336$93.2 萬
Achmea Investment Management B.V.3,286$91.7 萬
Harvest Fund Management Co., Ltd3,203$89.4 萬
Point72 (DIFC) Ltd3,183$88.9 萬
Chiron Investment Management, LLC3,150$88.0 萬
Machina Capital S.A.S.3,104$86.7 萬
Landscape Capital Management, L.L.C.2,981$83.3 萬
Fortis Capital Advisors, LLC2,950$82.4 萬
Pearl River Capital, LLC2,912$81.3 萬
Entropy Technologies, LP2,620$73.2 萬
Gladstone Institutional Advisory LLC2,467$68.9 萬
Sherbrooke Park Advisers LLC2,410$67.3 萬
Impax Asset Management Group plc2,297$64.2 萬
PDT Partners, LLC2,247$62.8 萬
Petrus Trust Company, LTA2,066$57.7 萬
Versor Investments LP2,000$55.9 萬
Savant Capital, LLC1,794$50.1 萬
Diversify Advisory Services, LLC1,695$46.3 萬
Unique Wealth Strategies, LLC1,673$44.2 萬
MJP Associates Inc1,522$42.5 萬
Legacy Financial Group LLC1,366$38.2 萬
Symmetry Partners, LLC1,324$37.0 萬
Great Diamond Partners, LLC1,316$36.8 萬
Alps Advisors Inc1,309$36.6 萬
Transcend Wealth Collective, LLC1,301$36.3 萬
Capstone Investment Advisors, LLC1,246$34.8 萬
Boothbay Fund Management, LLC1,221$34.1 萬
iA Global Asset Management Inc.1,175$32.8 萬
Brown Financial Advisors1,111$31.0 萬
Foguth Wealth Management, LLC.1,084$30.3 萬
Alera Investment Advisors, LLC1,057$29.5 萬
Dorsey & Whitney Trust CO LLC998$27.9 萬
Drive Wealth Management, LLC962$26.9 萬
Intrust Bank NA915$25.6 萬
National Asset Management, Inc.900$25.1 萬
Kestra Private Wealth Services, LLC900$25.1 萬
Perigon Wealth Management, LLC845$23.6 萬
Teza Capital Management LLC831$23.2 萬
RMB Capital Management, LLC799$22.3 萬
Integrated Advisors Network LLC799$22.3 萬
ZWJ Investment Counsel Inc796$22.2 萬
Kolinsky Wealth Management, LLC791$22.1 萬
Cigna Investments Inc782$21.9 萬
Wedbush Securities Inc773$21.6 萬
Systematic Alpha Investments, LLC760$21.2 萬
De Burlo Group Inc750$20.9 萬
Waddell & Associates, LLC746$20.8 萬
Corton Capital Inc.735$20.5 萬
IFG Advisory, LLC733$20.5 萬
Koshinski Asset Management, Inc.747$20.4 萬
Catalytic Wealth RIA, LLC728$20.3 萬
Carr Financial Group Corp725$20.2 萬
Alta Advisers Ltd300$8.38 萬
Benjamin Edwards Inc298$8.30 萬
Ceredex Value Advisors LLC150$4.19 萬
Annis Gardner Whiting Capital Advisors, LLC138$3.85 萬
Crewe Advisors LLC129$3.60 萬
Key Financial Inc100$2.79 萬
Ashton Thomas Private Wealth, LLC90$2.51 萬
West Oak Capital, LLC75$2.09 萬
Opal Wealth Advisors, LLC60$1.68 萬
Valley National Advisers Inc37$1.00 萬
Oakworth Capital, Inc.32$8,938
Front Row Advisors LLC32$8,938
EdgeRock Capital LLC32$8,937
Investment Research & Advisory Group, Inc.23$6,424
VisionPoint Advisory Group, LLC18$5,027
Innealta Capital, LLC12$3,352

尚未申報 2024 年第 3 季的機構（7 家）

2024 年第 2 季季末持有 LPL Financial Holdings Inc.、還沒有申報 2024 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 2 季持有 LPLA、尚未申報 2024 年第 3 季的機構
機構2024 年第 2 季股數2024 年第 2 季市值
BlackRock Inc.5,302,759$14.8 億
Susquehanna Fundamental Investments, LLC37,121$1,037 萬
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)20,900$583.7 萬
Heritage Wealth Management, LLC1,712$47.8 萬
Benjamin F. Edwards & Company, Inc.349$9.70 萬
JJJ Advisors Inc.160$4.47 萬
Institutional & Family Asset Management, LLC3$838