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 |
|---|---|---|---|---|---|
| NBT Bank N A | 296 | $6.89 萬 | 0.00% | +296 | 新進 |
| Arlington Trust Co LLC | 315 | $7.33 萬 | 0.02% | 00.0% | 不變 |
| Baldwin Brothers Inc | 337 | $7.84 萬 | 0.01% | +337 | 新進 |
| Penserra Capital Management LLC | 351 | $8.00 萬 | 0.00% | +1+0.3% | 加碼 |
| Smartleaf Asset Management LLC | 360 | $8.31 萬 | 0.01% | +135+60.0% | 加碼 |
| National Bank of Canada | 365 | $8.49 萬 | 0.00% | −1,239−77.2% | 減碼 |
| Central Trust Co | 367 | $8.54 萬 | 0.00% | 00.0% | 不變 |
| J.Safra Asset Management Corp | 373 | $8.61 萬 | 0.01% | +151+68.0% | 加碼 |
| First Horizon Advisors, Inc. | 385 | $8.96 萬 | 0.00% | +94+32.3% | 加碼 |
| Gables Capital Management Inc. | 400 | $9.31 萬 | 0.05% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 411 | $9.56 萬 | 0.00% | −5−1.2% | 減碼 |
| State of Wyoming | 427 | $9.93 萬 | 0.01% | −23−5.1% | 減碼 |
| Quadrant Capital Group LLC | 442 | $10.3 萬 | 0.01% | −64−12.6% | 減碼 |
| Asset Dedication, LLC | 452 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| Colonial Trust Co | 476 | $11.1 萬 | 0.02% | +21+4.6% | 加碼 |
| Elgethun Capital Management | 493 | $11.5 萬 | 0.03% | −465−48.5% | 減碼 |
| Allworth Financial LP | 559 | $13.0 萬 | 0.00% | −55−9.0% | 減碼 |
| Meeder Asset Management Inc | 566 | $13.2 萬 | 0.01% | +540+2,076.9% | 加碼 |
| United Community Bank | 580 | $13.5 萬 | 0.05% | −35−5.7% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $14.0 萬 | 0.01% | +500+500.0% | 加碼 |
| Picton Mahoney Asset Management | 600 | $14.0 萬 | 0.01% | +600 | 新進 |
| Ci Investments Inc. | 622 | $14.5 萬 | 0.00% | −19−3.0% | 減碼 |
| Assetmark, Inc | 672 | $15.6 萬 | 0.00% | +31+4.8% | 加碼 |
| Lindbrook Capital, LLC | 673 | $15.7 萬 | 0.01% | −199−22.8% | 減碼 |
| Eagle Bay Advisors LLC | 684 | $15.9 萬 | 0.06% | −70−9.3% | 減碼 |
| Bryn Mawr Trust Co | 783 | $18.2 萬 | 0.00% | +783 | 新進 |
| Nisa Investment Advisors, LLC | 810 | $18.8 萬 | 0.00% | −5,490−87.1% | 減碼 |
| ASB Consultores, LLC | 860 | $20.0 萬 | 0.08% | +124+16.8% | 加碼 |
| Quent Capital, LLC | 865 | $20.1 萬 | 0.02% | −11−1.3% | 減碼 |
| TSFG, LLC | 863 | $20.1 萬 | 0.04% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 868 | $20.2 萬 | 0.03% | +3+0.3% | 加碼 |
| Berger Financial Group, Inc | 874 | $20.3 萬 | 0.01% | +51+6.2% | 加碼 |
| Mather Group, LLC. | 880 | $20.5 萬 | 0.00% | −12−1.3% | 減碼 |
| Financial Advocates Investment Management | 882 | $20.5 萬 | 0.01% | +882 | 新進 |
| Hutchens & Kramer Investment Management Group, LLC | 907 | $20.8 萬 | 0.12% | +27+3.1% | 加碼 |
| Oak Thistle LLC | 897 | $20.9 萬 | 0.07% | −494−35.5% | 減碼 |
| Apollon Wealth Management, LLC | 909 | $21.1 萬 | 0.01% | −126−12.2% | 減碼 |
| Greenland Capital Management LP | 916 | $21.3 萬 | 0.04% | +916 | 新進 |
| Portside Wealth Group, LLC | 933 | $21.7 萬 | 0.04% | +111+13.5% | 加碼 |
| Metis Global Partners, LLC | 945 | $22.0 萬 | 0.01% | +46+5.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 945 | $22.0 萬 | 0.00% | +88+10.3% | 加碼 |
| Principal Securities, Inc. | 956 | $22.2 萬 | 0.01% | −1,644−63.2% | 減碼 |
| Eqis Capital Management, Inc. | 972 | $22.6 萬 | 0.02% | −3,084−76.0% | 減碼 |
| HB Wealth Management, LLC | 973 | $22.6 萬 | 0.00% | −249−20.4% | 減碼 |
| GeoWealth Management, LLC | 980 | $22.8 萬 | 0.01% | +92+10.4% | 加碼 |
| ProShare Advisors LLC | 1,002 | $23.3 萬 | 0.00% | −264−20.9% | 減碼 |
| Forum Financial Management, LP | 1,010 | $23.5 萬 | 0.00% | −3−0.3% | 減碼 |
| OneAscent Financial Services LLC | 1,018 | $23.7 萬 | 0.17% | −93−8.4% | 減碼 |
| Net Worth Advisory Group | 1,029 | $24.0 萬 | 0.07% | +1,029 | 新進 |
| Tyler-Stone Wealth Management | 1,038 | $24.1 萬 | 0.05% | +520+100.4% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 1,040 | $24.2 萬 | 0.01% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 1,057 | $24.3 萬 | 0.00% | −417−28.3% | 減碼 |
| Stephens Inc | 1,054 | $24.5 萬 | 0.00% | +52+5.2% | 加碼 |
| CWM, LLC | 1,058 | $24.6 萬 | 0.00% | −147−12.2% | 減碼 |
| Concurrent Investment Advisors, LLC | 1,063 | $24.7 萬 | 0.01% | +37+3.6% | 加碼 |
| First County Bank | 1,074 | $25.0 萬 | 0.12% | −148−12.1% | 減碼 |
| Merit Financial Group, LLC | 1,082 | $25.2 萬 | 0.01% | +1,082 | 新進 |
| RiverGlades Family Offices LLC | 1,100 | $25.6 萬 | 0.18% | +1,100 | 新進 |
| Schechter Investment Advisors, LLC | 1,106 | $25.7 萬 | 0.02% | −99−8.2% | 減碼 |
| Hill Investment Group Partners, LLC | 931 | $26.3 萬 | 0.04% | −9−1.0% | 減碼 |
| PFG Investments, LLC | 1,145 | $26.6 萬 | 0.02% | +1,145 | 新進 |
| McMahon Financial Advisors, LLC | 1,148 | $26.7 萬 | 0.06% | +43+3.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 1,149 | $26.7 萬 | 0.00% | −71−5.8% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 1,153 | $26.8 萬 | 0.01% | −2,306−66.7% | 減碼 |
| Cetera Trust Company, N.A | 1,160 | $27.0 萬 | 0.17% | 00.0% | 不變 |
| Archer Investment Corp | 1,169 | $27.2 萬 | 0.07% | −847−42.0% | 減碼 |
| EP Wealth Advisors, LLC | 1,171 | $27.2 萬 | 0.00% | +358+44.0% | 加碼 |
| United Capital Financial Advisers, LLC | 1,172 | $27.3 萬 | 0.00% | −562−32.4% | 減碼 |
| Ronald Blue Trust, Inc. | 977 | $27.3 萬 | 0.00% | +492+101.4% | 加碼 |
| Bridges Investment Management Inc | 1,185 | $27.6 萬 | 0.00% | +37+3.2% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,186 | $27.6 萬 | 0.00% | +6+0.5% | 加碼 |
| Pzena Investment Management LLC | 1,187 | $27.6 萬 | 0.00% | −354−23.0% | 減碼 |
| Moody Lynn & Lieberson, LLC | 1,200 | $27.9 萬 | 0.02% | −600−33.3% | 減碼 |
| Nebula Research & Development LLC | 1,206 | $28.1 萬 | 0.03% | −2,678−68.9% | 減碼 |
| Snowden Capital Advisors LLC | 1,215 | $28.3 萬 | 0.01% | −28,133−95.9% | 減碼 |
| Coldstream Capital Management Inc | 1,183 | $28.3 萬 | 0.01% | −189−13.8% | 減碼 |
| Wetherby Asset Management Inc | 1,262 | $29.4 萬 | 0.01% | −297−19.1% | 減碼 |
| Thrive Wealth Management, LLC | 1,266 | $29.5 萬 | 0.05% | −35−2.7% | 減碼 |
| DGS Capital Management, LLC | 1,290 | $30.0 萬 | 0.08% | −218−14.5% | 減碼 |
| Signaturefd, LLC | 1,311 | $30.5 萬 | 0.01% | −171−11.5% | 減碼 |
| Veriti Management LLC | 1,311 | $30.5 萬 | 0.02% | −46−3.4% | 減碼 |
| Los Angeles Capital Management LLC | 1,313 | $30.5 萬 | 0.00% | +1,313 | 新進 |
| AE Wealth Management LLC | 1,322 | $30.8 萬 | 0.00% | −436−24.8% | 減碼 |
| SFG Wealth Management, LLC. | 1,339 | $31.2 萬 | 0.17% | 00.0% | 不變 |
| AXA S.A. | 1,351 | $31.4 萬 | 0.00% | +1,351 | 新進 |
| Rakuten Investment Management, Inc. | 1,367 | $31.6 萬 | 0.00% | +343+33.5% | 加碼 |
| Thoroughbred Financial Services, LLC | 1,359 | $31.6 萬 | 0.02% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 1,363 | $31.7 萬 | 0.01% | −91−6.3% | 減碼 |
| State of Michigan Retirement System | 1,400 | $32.6 萬 | 0.00% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 1,410 | $32.8 萬 | 0.07% | −102−6.7% | 減碼 |
| Gibbs Wealth Management | 1,425 | $33.1 萬 | 0.11% | +181+14.5% | 加碼 |
| Corebridge Financial, Inc. | 1,430 | $33.3 萬 | 0.00% | −51−3.4% | 減碼 |
| Simplicity Wealth,LLC | 1,444 | $33.6 萬 | 0.03% | −5,209−78.3% | 減碼 |
| Wealth Alliance | 1,453 | $33.8 萬 | 0.04% | +34+2.4% | 加碼 |
| Ironwood Investment Counsel, LLC | 1,460 | $34.0 萬 | 0.06% | −60−3.9% | 減碼 |
| Lido Advisors, LLC | 1,520 | $35.4 萬 | 0.00% | −77−4.8% | 減碼 |
| LRI Investments, LLC | 1,126 | $35.4 萬 | 0.03% | −58−4.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,530 | $35.6 萬 | 0.02% | +7+0.5% | 加碼 |
| Riverpoint Wealth Management Holdings, LLC | 1,539 | $35.8 萬 | 0.09% | +2+0.1% | 加碼 |
| Clearstead Advisors, LLC | 1,553 | $36.1 萬 | 0.01% | −40−2.5% | 減碼 |