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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 1,523 | $36.4 萬 | 0.02% | −400−20.8% | 減碼 |
| Pennsylvania Capital Management Inc | 1,575 | $36.6 萬 | 0.13% | +3+0.2% | 加碼 |
| Vestcor Inc | 1,576 | $36.7 萬 | 0.01% | −2,485−61.2% | 減碼 |
| Bessemer Group Inc | 1,602 | $37.2 萬 | 0.00% | +3+0.2% | 加碼 |
| Cullen/Frost Bankers, Inc. | 1,600 | $37.2 萬 | 0.01% | −9−0.6% | 減碼 |
| CX Institutional | 1,643 | $38.2 萬 | 0.02% | +1,643 | 新進 |
| Sanchez Wealth Management Group | 1,651 | $38.4 萬 | 0.12% | +2+0.1% | 加碼 |
| QRG Capital Management, Inc. | 1,678 | $39.0 萬 | 0.00% | −982−36.9% | 減碼 |
| Yousif Capital Management, LLC | 1,697 | $39.5 萬 | 0.00% | +50+3.0% | 加碼 |
| Emerald Advisers, LLC | 1,705 | $39.7 萬 | 0.02% | −808−32.2% | 減碼 |
| Davenport & Co LLC | 1,709 | $39.8 萬 | 0.00% | −313−15.5% | 減碼 |
| International Assets Investment Management, LLC | 92,819 | $39.9 萬 | 0.00% | +92,020+11,516.9% | 加碼 |
| Shell Asset Management Co | 1,719 | $40.0 萬 | 0.02% | +1,719 | 新進 |
| Cynosure Management, LLC | 1,724 | $40.1 萬 | 0.06% | +385+28.8% | 加碼 |
| Heritage Family Offices, LLP | 1,727 | $40.2 萬 | 0.21% | +15+0.9% | 加碼 |
| Fiduciary Trust Co | 1,733 | $40.3 萬 | 0.01% | −293−14.5% | 減碼 |
| Applied Finance Capital Management, LLC | 1,757 | $40.9 萬 | 0.02% | 00.0% | 不變 |
| Guggenheim Capital LLC | 1,779 | $41.4 萬 | 0.00% | +1,779 | 新進 |
| Hunting Hill Global Capital, LLC | 1,871 | $43.5 萬 | 0.61% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 1,886 | $43.9 萬 | 0.17% | +1,886 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 1,890 | $44.0 萬 | 0.00% | −1,084−36.4% | 減碼 |
| Advisors Asset Management, Inc. | 1,906 | $44.3 萬 | 0.01% | −767−28.7% | 減碼 |
| Mattson Financial Services, LLC | 1,590 | $44.4 萬 | 0.16% | −22−1.4% | 減碼 |
| FinTrust Capital Advisors, LLC | 2,000 | $44.9 萬 | 0.08% | +2,000 | 新進 |
| Hallmark Capital Management Inc | 1,985 | $46.2 萬 | 0.03% | +549+38.2% | 加碼 |
| Swiss Life Asset Management Ltd | 1,999 | $46.5 萬 | 0.01% | −17,604−89.8% | 減碼 |
| WJ Wealth Management, LLC | 2,000 | $46.5 萬 | 0.16% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 2,062 | $48.0 萬 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 2,073 | $48.2 萬 | 0.03% | −43,179−95.4% | 減碼 |
| Two Sigma Securities, LLC | 2,122 | $49.4 萬 | 0.04% | +2,122 | 新進 |
| Twin Tree Management, LP | 2,124 | $49.4 萬 | 0.01% | +2,124 | 新進 |
| Northwestern Mutual Wealth Management Co | 2,127 | $49.5 萬 | 0.00% | −41,048−95.1% | 減碼 |
| NBC Securities, Inc. | 2,140 | $49.7 萬 | 0.04% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 2,149 | $50.0 萬 | 0.02% | +2,149 | 新進 |
| Concorde Asset Management, LLC | 2,167 | $50.4 萬 | 0.28% | −33−1.5% | 減碼 |
| Ieq Capital, LLC | 2,192 | $51.0 萬 | 0.01% | +408+22.9% | 加碼 |
| Root Financial Partners, LLC | 2,205 | $51.3 萬 | 0.08% | −2−0.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 2,218 | $51.6 萬 | 0.02% | +49+2.3% | 加碼 |
| Vident Advisory, LLC | 2,232 | $51.9 萬 | 0.01% | −749−25.1% | 減碼 |
| Prossimo Advisors, LLC | 2,235 | $52.0 萬 | 0.38% | 00.0% | 不變 |
| Greenline Partners, LLC | 2,266 | $52.7 萬 | 0.08% | +2,266 | 新進 |
| London Co of Virginia | 2,270 | $52.8 萬 | 0.00% | 00.0% | 不變 |
| XML Financial, LLC | 2,278 | $53.0 萬 | 0.05% | +89+4.1% | 加碼 |
| Jacobs Levy Equity Management, Inc | 2,344 | $54.5 萬 | 0.00% | −158,120−98.5% | 減碼 |
| MONECO Advisors, LLC | 2,367 | $55.1 萬 | 0.07% | −29−1.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,408 | $56.0 萬 | 0.01% | +743+44.6% | 加碼 |
| Panagora Asset Management Inc | 2,413 | $56.1 萬 | 0.00% | −103,021−97.7% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,416 | $56.2 萬 | 0.02% | +42+1.8% | 加碼 |
| Parallel Advisors, LLC | 2,425 | $56.4 萬 | 0.01% | −9−0.4% | 減碼 |
| Everpar Advisors LLC | 2,429 | $56.5 萬 | 0.29% | −307−11.2% | 減碼 |
| Investment Management Corp of Ontario | 2,461 | $57.3 萬 | 0.01% | +800+48.2% | 加碼 |
| UniSuper Management Pty Ltd | 2,523 | $58.7 萬 | 0.00% | +923+57.7% | 加碼 |
| Ritholtz Wealth Management | 2,527 | $58.8 萬 | 0.02% | −432−14.6% | 減碼 |
| Pittenger & Anderson Inc | 2,530 | $58.9 萬 | 0.02% | −1,142−31.1% | 減碼 |
| Avantax Advisory Services, Inc. | 2,533 | $58.9 萬 | 0.00% | +52+2.1% | 加碼 |
| Catalyst Capital Advisors LLC | 2,552 | $59.4 萬 | 0.01% | −618−19.5% | 減碼 |
| Hamilton Capital Partners Inc. | 2,553 | $59.4 萬 | 0.05% | +580+29.4% | 加碼 |
| Proequities, Inc. | 2,563 | $59.6 萬 | 0.04% | −44−1.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 2,578 | $60.0 萬 | 0.00% | −48−1.8% | 減碼 |
| Wealthfront Advisers LLC | 2,592 | $60.3 萬 | 0.00% | −1,893−42.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 2,642 | $61.5 萬 | 0.01% | −176−6.2% | 減碼 |
| MAI Capital Management | 2,676 | $62.2 萬 | 0.01% | −3,424−56.1% | 減碼 |
| Thrivent Financial for Lutherans | 2,708 | $63.0 萬 | 0.00% | −51,610−95.0% | 減碼 |
| Mount Yale Investment Advisors, LLC | 2,721 | $63.3 萬 | 0.06% | +769+39.4% | 加碼 |
| Prudential PLC | 2,747 | $63.9 萬 | 0.00% | −110−3.9% | 減碼 |
| CIBC Asset Management Inc | 2,749 | $64.0 萬 | 0.00% | −6,058−68.8% | 減碼 |
| CAPROCK Group, Inc. | 2,786 | $64.8 萬 | 0.02% | −319−10.3% | 減碼 |
| Moran Wealth Management, LLC | 2,807 | $65.3 萬 | 0.02% | +1,092+63.7% | 加碼 |
| Winton Group Ltd | 2,822 | $65.6 萬 | 0.05% | +2,822 | 新進 |
| Gsa Capital Partners LLP | 2,978 | $69.3 萬 | 0.05% | +1,605+116.9% | 加碼 |
| Verition Fund Management LLC | 2,980 | $69.3 萬 | 0.00% | −1,020−25.5% | 減碼 |
| Raymond James Trust N.A. | 2,995 | $69.7 萬 | 0.02% | −1,986−39.9% | 減碼 |
| HighPoint Advisor Group LLC | 2,499 | $70.2 萬 | 0.04% | +104+4.3% | 加碼 |
| Old National Bancorp | 3,030 | $70.5 萬 | 0.02% | +529+21.2% | 加碼 |
| Vinva Investment Management Ltd | 3,178 | $73.4 萬 | 0.03% | +393+14.1% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $73.5 萬 | 0.01% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. Holding AG | 3,161 | $73.5 萬 | 0.01% | +3,161 | 新進 |
| Garrett Wealth Advisory Group, LLC | 3,219 | $74.9 萬 | 0.18% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 3,318 | $76.3 萬 | 0.00% | −604−15.4% | 減碼 |
| E. Ohman J:or Asset Management AB | 3,300 | $76.8 萬 | 0.02% | 00.0% | 不變 |
| Yarbrough Capital, LLC | 3,361 | $78.2 萬 | 0.03% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 3,370 | $78.4 萬 | 0.06% | +3,370 | 新進 |
| New York State Teachers Retirement System | 3,371 | $78.4 萬 | 0.00% | +1,658+96.8% | 加碼 |
| IHT Wealth Management, LLC | 3,411 | $79.2 萬 | 0.02% | +422+14.1% | 加碼 |
| Colony Group, LLC | 3,414 | $79.4 萬 | 0.00% | −49−1.4% | 減碼 |
| Advisor OS, LLC | 3,473 | $80.8 萬 | 0.08% | −1,670−32.5% | 減碼 |
| Gabelli Funds LLC | 3,500 | $81.4 萬 | 0.01% | +3,500 | 新進 |
| Aureus Asset Management, LLC | 3,505 | $81.5 萬 | 0.05% | −950−21.3% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,550 | $82.6 萬 | 0.06% | −851−19.3% | 減碼 |
| First Hawaiian Bank | 3,578 | $83.2 萬 | 0.03% | −77−2.1% | 減碼 |
| Park Avenue Securities LLC | 3,639 | $84.7 萬 | 0.01% | −4,260−53.9% | 減碼 |
| Brinker Capital Investments, LLC | 3,684 | $85.7 萬 | 0.01% | −1,078−22.6% | 減碼 |
| Orion Portfolio Solutions, LLC | 3,684 | $85.7 萬 | 0.01% | −1,078−22.6% | 減碼 |
| Mackenzie Financial Corp | 3,689 | $85.8 萬 | 0.00% | −7,007−65.5% | 減碼 |
| Creative Planning | 3,757 | $87.4 萬 | 0.00% | −817−17.9% | 減碼 |
| Dynasty Wealth Management, LLC | 3,882 | $90.3 萬 | 0.03% | +2,303+145.9% | 加碼 |
| Gateway Investment Advisers LLC | 3,890 | $90.5 萬 | 0.01% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 3,946 | $91.8 萬 | 0.03% | +3,946 | 新進 |
| The PNC Financial Services Group, Inc. | 3,988 | $92.8 萬 | 0.00% | +423+11.9% | 加碼 |
| Sumitomo Life Insurance Co | 4,032 | $93.8 萬 | 0.02% | −4,582−53.2% | 減碼 |