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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 4,080 | $94.9 萬 | 0.00% | 00.0% | 不變 |
| LVW Advisors, LLC | 4,088 | $95.1 萬 | 0.12% | +499+13.9% | 加碼 |
| Integrated Wealth Concepts LLC | 4,107 | $95.6 萬 | 0.01% | +44+1.1% | 加碼 |
| Aigen Investment Management, LP | 4,138 | $96.3 萬 | 0.19% | +4,138 | 新進 |
| GWM Advisors LLC | 4,177 | $97.2 萬 | 0.01% | +632+17.8% | 加碼 |
| Cresset Asset Management, LLC | 4,181 | $97.3 萬 | 0.00% | −574−12.1% | 減碼 |
| Fulton Bank, N.A. | 4,206 | $97.8 萬 | 0.04% | +576+15.9% | 加碼 |
| Maryland State Retirement & Pension System | 4,253 | $98.9 萬 | 0.02% | −1,701−28.6% | 減碼 |
| CIBC World Markets Corp | 4,353 | $101.3 萬 | 0.01% | −93,162−95.5% | 減碼 |
| Quest Partners LLC | 4,387 | $102.1 萬 | 0.09% | +1,373+45.6% | 加碼 |
| Mutual of America Capital Management LLC | 4,388 | $102.1 萬 | 0.01% | +821+23.0% | 加碼 |
| M&T Bank Corp | 4,427 | $103.0 萬 | 0.00% | +12+0.3% | 加碼 |
| Ossiam | 4,455 | $103.6 萬 | 0.02% | +46+1.0% | 加碼 |
| APG Asset Management N.V. | 5,000 | $104.2 萬 | 0.01% | −6,665−57.1% | 減碼 |
| Crawford Investment Counsel Inc | 4,488 | $104.4 萬 | 0.02% | +348+8.4% | 加碼 |
| MetLife Investment Management | 4,693 | $109.2 萬 | 0.01% | −92−1.9% | 減碼 |
| Independent Advisor Alliance | 4,702 | $109.4 萬 | 0.04% | +952+25.4% | 加碼 |
| PEAK6 Investments LLC | 4,781 | $111.2 萬 | 0.06% | +4,448+1,335.7% | 加碼 |
| Globeflex Capital L P | 4,788 | $111.4 萬 | 0.11% | +1,420+42.2% | 加碼 |
| SkyView Investment Advisors, LLC | 4,835 | $112.5 萬 | 0.19% | +131+2.8% | 加碼 |
| Bleakley Financial Group, LLC | 4,887 | $113.7 萬 | 0.03% | −384−7.3% | 減碼 |
| WMS Partners, LLC | 5,000 | $116.3 萬 | 0.07% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 5,081 | $118.2 萬 | 0.01% | +1,107+27.9% | 加碼 |
| Credit Agricole S A | 5,150 | $119.8 萬 | 0.01% | +118+2.3% | 加碼 |
| Knollwood Investment Advisory, LLC | 5,275 | $122.7 萬 | 0.13% | 00.0% | 不變 |
| Bank of Nova Scotia | 5,301 | $123.3 萬 | 0.00% | +421+8.6% | 加碼 |
| Dana Investment Advisors, Inc. | 5,524 | $128.5 萬 | 0.04% | +365+7.1% | 加碼 |
| Kovitz Investment Group Partners, LLC | 5,649 | $129.7 萬 | 0.01% | +247+4.6% | 加碼 |
| SG Americas Securities, LLC | 5,578 | $129.8 萬 | 0.00% | +732+15.1% | 加碼 |
| Amalgamated Bank | 5,593 | $130.1 萬 | 0.01% | +563+11.2% | 加碼 |
| TrinityPoint Wealth, LLC | 5,605 | $130.4 萬 | 0.19% | +648+13.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,659 | $131.6 萬 | 0.00% | +2,150+61.3% | 加碼 |
| Yorktown Management & Research Co Inc | 5,690 | $132.4 萬 | 1.36% | 00.0% | 不變 |
| Burney Co | 5,809 | $135.1 萬 | 0.05% | +5,809 | 新進 |
| Ethic Inc. | 5,157 | $136.3 萬 | 0.03% | −751−12.7% | 減碼 |
| Commonwealth Equity Services, LLC | 5,958 | $138.6 萬 | 0.00% | +288+5.1% | 加碼 |
| Kestra Advisory Services, LLC | 6,014 | $139.9 萬 | 0.01% | −523−8.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 6,027 | $140.2 萬 | 0.04% | +5,358+800.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 6,111 | $142.2 萬 | 0.03% | +3,235+112.5% | 加碼 |
| Gulf International Bank (UK) Ltd | 6,122 | $142.4 萬 | 0.04% | −288−4.5% | 減碼 |
| Nordea Investment Management AB | 6,131 | $143.4 萬 | 0.00% | 00.0% | 不變 |
| Diversified Trust Co | 6,212 | $144.5 萬 | 0.04% | +6,212 | 新進 |
| JustInvest LLC | 6,227 | $144.9 萬 | 0.02% | −1,648−20.9% | 減碼 |
| Neuberger Berman Group LLC | 6,241 | $145.2 萬 | 0.00% | −124−1.9% | 減碼 |
| Pitcairn Co | 6,244 | $145.3 萬 | 0.09% | −548−8.1% | 減碼 |
| Future Fund LLC | 5,190 | $145.7 萬 | 4.21% | +898+20.9% | 加碼 |
| Candriam Luxembourg S.C.A. | 6,339 | $147.5 萬 | 0.01% | −1,771−21.8% | 減碼 |
| BlueMar Capital Management, LLC | 6,580 | $153.1 萬 | 3.06% | 00.0% | 不變 |
| Sterling Group Wealth Management, LLC | 6,629 | $154.2 萬 | 0.82% | 00.0% | 不變 |
| Foresight Global Investors, Inc. | 6,649 | $154.7 萬 | 0.84% | +1,100+19.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 6,740 | $156.8 萬 | 0.00% | −220,431−97.0% | 減碼 |
| King Luther Capital Management Corp | 6,778 | $157.7 萬 | 0.01% | +918+15.7% | 加碼 |
| Walleye Trading LLC | 7,015 | $163.2 萬 | 0.04% | +6,854+4,257.1% | 加碼 |
| Jefferies Financial Group Inc. | 7,134 | $166.0 萬 | 0.03% | +3,392+90.6% | 加碼 |
| Jane Street Group, LLC | 7,186 | $167.2 萬 | 0.00% | −4,858−40.3% | 減碼 |
| Integrated Investment Consultants, LLC | 7,203 | $167.6 萬 | 0.37% | +1,057+17.2% | 加碼 |
| Caption Management, LLC | 7,221 | $168.0 萬 | 0.18% | +7,221 | 新進 |
| James Investment Research Inc | 7,275 | $169.2 萬 | 0.20% | −6,691−47.9% | 減碼 |
| Nomura Holdings Inc | 7,371 | $171.5 萬 | 0.01% | +7,371 | 新進 |
| Robeco Institutional Asset Management B.V. | 7,417 | $172.5 萬 | 0.00% | +190+2.6% | 加碼 |
| Ostrum Asset Management | 7,607 | $177.0 萬 | 0.15% | +2,045+36.8% | 加碼 |
| Toroso Investments, LLC | 7,662 | $178.2 萬 | 0.02% | +3,809+98.9% | 加碼 |
| Gradient Investments LLC | 7,700 | $179.1 萬 | 0.04% | −8,670−53.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 7,703 | $179.2 萬 | 0.01% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 7,731 | $179.9 萬 | 0.00% | −977−11.2% | 減碼 |
| Baird Financial Group, Inc. | 7,745 | $180.2 萬 | 0.00% | +7,745 | 新進 |
| Cubist Systematic Strategies, LLC | 7,779 | $181.0 萬 | 0.03% | −28,591−78.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 7,917 | $182.8 萬 | 0.01% | −2,396−23.2% | 減碼 |
| Prudential Financial Inc | 7,873 | $183.2 萬 | 0.00% | −89−1.1% | 減碼 |
| Garrett Investment Advisors LLC | 7,972 | $185.5 萬 | 0.19% | +867+12.2% | 加碼 |
| Harbor Capital Advisors, Inc. | 8,020 | $186.6 萬 | 0.08% | +4,134+106.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 8,203 | $190.8 萬 | 0.03% | −810−9.0% | 減碼 |
| Oliver Luxxe Assets LLC | 8,373 | $194.8 萬 | 0.35% | +144+1.7% | 加碼 |
| HM Payson & Co | 8,501 | $197.8 萬 | 0.03% | −198,974−95.9% | 減碼 |
| Caldwell Trust Co | 8,537 | $198.6 萬 | 0.21% | −280−3.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 8,718 | $200.4 萬 | 0.00% | +131+1.5% | 加碼 |
| Flynn Zito Capital Management, LLC | 8,634 | $200.9 萬 | 0.97% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 8,634 | $200.9 萬 | 0.18% | +358+4.3% | 加碼 |
| F/M Investments LLC | 8,938 | $206.3 萬 | 0.07% | +8,938 | 新進 |
| Laurion Capital Management LP | 8,887 | $206.7 萬 | 0.13% | +592+7.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 8,893 | $206.9 萬 | 0.04% | −15,294−63.2% | 減碼 |
| Advisor Group Holdings, Inc. | 9,080 | $211.2 萬 | 0.00% | −864−8.7% | 減碼 |
| Nissay Asset Management Corp | 9,184 | $213.6 萬 | 0.01% | +296+3.3% | 加碼 |
| Greenleaf Trust | 9,323 | $216.9 萬 | 0.02% | +9,323 | 新進 |
| Beacon Investment Advisors LLC | 9,331 | $217.1 萬 | 1.03% | +97+1.1% | 加碼 |
| Quantitative Investment Management, LLC | 9,421 | $219.1 萬 | 0.22% | +9,421 | 新進 |
| Anchor Investment Management, LLC | 9,669 | $224.9 萬 | 0.21% | +1,304+15.6% | 加碼 |
| Public Sector Pension Investment Board | 9,765 | $227.2 萬 | 0.01% | 00.0% | 不變 |
| Retirement Capital Strategies | 10,041 | $233.6 萬 | 0.91% | 00.0% | 不變 |
| Omers Administration Corp | 10,117 | $235.4 萬 | 0.02% | −1,300−11.4% | 減碼 |
| KBC Group NV | 10,230 | $237.9 萬 | 0.01% | −2,040−16.6% | 減碼 |
| TownSquare Capital, LLC | 10,564 | $245.8 萬 | 0.03% | +1,328+14.4% | 加碼 |
| Symphony Financial, Ltd. Co. | 10,753 | $248.2 萬 | 0.41% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 10,837 | $252.1 萬 | 0.32% | +10,837 | 新進 |
| Centiva Capital, LP | 10,867 | $252.8 萬 | 0.11% | +10,867 | 新進 |
| Cerity Partners LLC | 11,046 | $257.0 萬 | 0.01% | +6,865+164.2% | 加碼 |
| United Asset Strategies, Inc. | 11,236 | $261.4 萬 | 0.24% | +292+2.7% | 加碼 |
| TT International Asset Management LTD | 11,266 | $262.0 萬 | 0.32% | +11,266 | 新進 |
| Bridgeway Capital Management, LLC | 11,320 | $263.3 萬 | 0.06% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 11,319 | $263.3 萬 | 0.01% | +11,319 | 新進 |