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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 11,400 | $265.2 萬 | 0.08% | −200−1.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 11,599 | $269.8 萬 | 0.00% | +830+7.7% | 加碼 |
| Simplex Trading, LLC | 11,867 | $276.0 萬 | 0.09% | +11,867 | 新進 |
| Tredje AP-fonden | 11,889 | $276.6 萬 | 0.03% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 12,079 | $281.0 萬 | 0.08% | +1,193+11.0% | 加碼 |
| Utah Retirement Systems | 12,317 | $286.5 萬 | 0.03% | +100+0.8% | 加碼 |
| Advisory Services Network, LLC | 10,263 | $286.6 萬 | 0.06% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 12,332 | $286.9 萬 | 0.07% | +495+4.2% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 12,409 | $288.7 萬 | 0.01% | −2,101−14.5% | 減碼 |
| British Columbia Investment Management Corp | 12,466 | $290.0 萬 | 0.02% | −1,795−12.6% | 減碼 |
| Sterling Capital Management LLC | 12,512 | $291.1 萬 | 0.04% | +12,512 | 新進 |
| Mariner, LLC | 12,572 | $292.4 萬 | 0.01% | −3,500−21.8% | 減碼 |
| CIBC World Markets Inc. | 12,594 | $293.0 萬 | 0.01% | +90+0.7% | 加碼 |
| DnB Asset Management AS | 12,634 | $293.9 萬 | 0.01% | +1,146+10.0% | 加碼 |
| Cornerstone Wealth Management, LLC | 12,703 | $295.5 萬 | 0.21% | −841−6.2% | 減碼 |
| Silvant Capital Management LLC | 12,746 | $296.5 萬 | 0.13% | 00.0% | 不變 |
| HighTower Advisors, LLC | 12,783 | $297.1 萬 | 0.00% | +923+7.8% | 加碼 |
| Twinbeech Capital LP | 12,852 | $299.0 萬 | 0.06% | −2,960−18.7% | 減碼 |
| Lazard Asset Management LLC | 12,908 | $300.2 萬 | 0.00% | +12,857+25,209.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 13,002 | $302.5 萬 | 0.01% | +5,304+68.9% | 加碼 |
| Xponance, Inc. | 13,066 | $304.0 萬 | 0.03% | −235−1.8% | 減碼 |
| Andra AP-fonden | 13,500 | $314.1 萬 | 0.05% | +13,400+13,400.0% | 加碼 |
| Federated Hermes, Inc. | 13,585 | $316.0 萬 | 0.01% | 00.0% | 不變 |
| Shepherd Financial Partners LLC | 13,755 | $320.0 萬 | 0.38% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 12,826 | $320.3 萬 | 0.03% | −2,992−18.9% | 減碼 |
| Empowered Funds, LLC | 14,285 | $332.3 萬 | 0.05% | +4,702+49.1% | 加碼 |
| Quantinno Capital Management LP | 14,394 | $334.9 萬 | 0.04% | +550+4.0% | 加碼 |
| Cetera Investment Advisers | 14,452 | $336.2 萬 | 0.01% | +13+0.1% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 14,609 | $339.8 萬 | 0.22% | −555−3.7% | 減碼 |
| Teca Partners, LP | 15,061 | $350.4 萬 | 2.45% | +15,061 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 15,124 | $351.6 萬 | 0.02% | +30+0.2% | 加碼 |
| MML Investors Services, LLC | 15,189 | $353.3 萬 | 0.01% | −1,392−8.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 15,239 | $354.5 萬 | 0.04% | +12,304+419.2% | 加碼 |
| Atria Investments LLC | 15,458 | $359.6 萬 | 0.04% | −1,275−7.6% | 減碼 |
| Argent Capital Management LLC | 15,465 | $359.8 萬 | 0.10% | +300+2.0% | 加碼 |
| Northwest Financial Advisors | 15,478 | $360.1 萬 | 2.87% | +65+0.4% | 加碼 |
| Dodge & Cox | 15,556 | $361.9 萬 | 0.00% | +15,556 | 新進 |
| Forsta Ap-Fonden | 15,600 | $362.9 萬 | 0.03% | +300+2.0% | 加碼 |
| Annex Advisory Services, LLC | 15,606 | $363.0 萬 | 0.12% | +4,056+35.1% | 加碼 |
| Magnetar Financial LLC | 15,740 | $366.2 萬 | 0.08% | +12,880+450.3% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 15,801 | $367.6 萬 | 0.12% | +11,984+314.0% | 加碼 |
| Daiwa Securities Group Inc. | 15,841 | $368.5 萬 | 0.02% | +5,320+50.6% | 加碼 |
| IFM Investors Pty Ltd | 15,876 | $369.3 萬 | 0.04% | +303+1.9% | 加碼 |
| Parallax Volatility Advisers, L.P. | 16,172 | $376.2 萬 | 0.10% | +16,172 | 新進 |
| Swedbank AB | 16,429 | $382.2 萬 | 0.00% | +2,720+19.8% | 加碼 |
| Crestline Management, LP | 16,666 | $387.7 萬 | 0.22% | +16,666 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,677 | $388.0 萬 | 0.04% | −19,098−53.4% | 減碼 |
| Weiss Asset Management LP | 17,226 | $400.7 萬 | 0.10% | +17,226 | 新進 |
| Illinois Municipal Retirement Fund | 17,742 | $412.7 萬 | 0.06% | 00.0% | 不變 |
| Capital World Investors | 17,807 | $414.2 萬 | 0.00% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 18,051 | $419.9 萬 | 0.70% | +3,320+22.5% | 加碼 |
| Storebrand Asset Management AS | 18,576 | $432.1 萬 | 0.01% | −1,868−9.1% | 減碼 |
| Prana Capital Management, LP | 18,876 | $439.1 萬 | 0.20% | +4,889+35.0% | 加碼 |
| Handelsbanken Fonder AB | 19,681 | $457.8 萬 | 0.02% | +3,500+21.6% | 加碼 |
| Walleye Capital LLC | 19,912 | $463.2 萬 | 0.05% | +16,086+420.4% | 加碼 |
| Kennedy Capital Management, Inc. | 19,919 | $463.4 萬 | 0.10% | +6,781+51.6% | 加碼 |
| DRW Securities, LLC | 20,080 | $467.1 萬 | 0.26% | +680+3.5% | 加碼 |
| US Bancorp | 20,287 | $472.0 萬 | 0.01% | −991−4.7% | 減碼 |
| Engineers Gate Manager LP | 20,294 | $472.1 萬 | 0.09% | +15,821+353.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 20,348 | $473.4 萬 | 0.18% | +1,248+6.5% | 加碼 |
| Commerce Bank | 20,545 | $477.9 萬 | 0.03% | −155,726−88.3% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 20,700 | $481.5 萬 | 0.05% | +20,700 | 新進 |
| Winthrop Advisory Group LLC | 20,803 | $483.9 萬 | 0.60% | +20+0.1% | 加碼 |
| Arizona State Retirement System | 21,404 | $497.9 萬 | 0.03% | +951+4.6% | 加碼 |
| Nomura Asset Management Co Ltd | 21,482 | $499.7 萬 | 0.02% | −7,481−25.8% | 減碼 |
| Bullseye Asset Management LLC | 21,527 | $500.8 萬 | 2.31% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 21,574 | $501.9 萬 | 0.23% | −6,843−24.1% | 減碼 |
| Whittier Trust Co | 22,784 | $530.0 萬 | 0.07% | +1,026+4.7% | 加碼 |
| Sanctuary Advisors, LLC | 16,399 | $536.0 萬 | 0.03% | +3,339+25.6% | 加碼 |
| Blair William & Co | 23,122 | $537.9 萬 | 0.02% | −1,479−6.0% | 減碼 |
| Resona Asset Management Co.,Ltd. | 23,481 | $545.7 萬 | 0.03% | −734−3.0% | 減碼 |
| Tudor Investment Corp Et Al | 24,238 | $563.8 萬 | 0.06% | −70,771−74.5% | 減碼 |
| Two Sigma Investments, LP | 24,836 | $577.8 萬 | 0.01% | +19,336+351.6% | 加碼 |
| Brant Point Investment Management LLC | 24,966 | $580.8 萬 | 1.32% | −9,406−27.4% | 減碼 |
| Principal Financial Group Inc | 25,418 | $591.3 萬 | 0.00% | +3,444+15.7% | 加碼 |
| Strategic Global Advisors, LLC | 25,601 | $595.6 萬 | 1.17% | +3,527+16.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 26,089 | $606.9 萬 | 0.01% | +24,333+1,385.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 26,494 | $616.3 萬 | 0.05% | −22,873−46.3% | 減碼 |
| Private Advisor Group, LLC | 27,098 | $630.4 萬 | 0.04% | +276+1.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,214 | $633.1 萬 | 0.02% | +1,104+4.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 27,408 | $637.6 萬 | 0.03% | +165+0.6% | 加碼 |
| 2Xideas AG | 27,508 | $639.9 萬 | 0.86% | −12,673−31.5% | 減碼 |
| Public Employees Retirement System of Ohio | 27,759 | $645.8 萬 | 0.03% | −2,689−8.8% | 減碼 |
| Mediolanum International Funds Ltd | 28,548 | $658.0 萬 | 0.09% | +3,496+14.0% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 29,100 | $677.0 萬 | 0.05% | −600−2.0% | 減碼 |
| Headlands Technologies LLC | 29,126 | $677.6 萬 | 0.78% | +29,126 | 新進 |
| Allianz Asset Management GmbH | 29,333 | $682.4 萬 | 0.01% | +5,768+24.5% | 加碼 |
| Brevan Howard Capital Management LP | 29,801 | $693.3 萬 | 0.33% | +29,801 | 新進 |
| Assenagon Asset Management S.A. | 29,826 | $693.8 萬 | 0.01% | −56,088−65.3% | 減碼 |
| Asset Management One Co.,Ltd. | 30,804 | $716.6 萬 | 0.03% | −223−0.7% | 減碼 |
| Channing Capital Management, LLC | 31,817 | $740.2 萬 | 0.19% | −6,697−17.4% | 減碼 |
| Icon Advisers Inc | 32,583 | $758.0 萬 | 1.59% | −12,699−28.0% | 減碼 |
| Cinctive Capital Management LP | 32,858 | $764.4 萬 | 0.44% | −7,508−18.6% | 減碼 |
| Banco BTG Pactual S.A. | 33,015 | $768.0 萬 | 2.00% | +33,015 | 新進 |
| ArrowMark Colorado Holdings LLC | 33,256 | $773.6 萬 | 0.10% | +33,256 | 新進 |
| Poplar Forest Capital LLC | 33,311 | $774.9 萬 | 1.06% | +33,311 | 新進 |
| CI Private Wealth, LLC | 33,792 | $786.1 萬 | 0.01% | −1,619−4.6% | 減碼 |
| KWB Wealth | 28,463 | $795.0 萬 | 1.04% | +40.0% | 加碼 |
| Bridgewater Associates, LP | 35,848 | $833.9 萬 | 0.05% | +24,998+230.4% | 加碼 |
| Janney Montgomery Scott LLC | 36,239 | $843.0 萬 | 0.02% | −517−1.4% | 減碼 |