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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 36,334 | $845.2 萬 | 0.04% | −6,819−15.8% | 減碼 |
| Point72 Europe (London) LLP | 37,276 | $867.2 萬 | 0.73% | +17,676+90.2% | 加碼 |
| Citigroup Inc | 37,289 | $867.5 萬 | 0.01% | −15,453−29.3% | 減碼 |
| Voya Investment Management LLC | 37,687 | $876.7 萬 | 0.01% | −573,562−93.8% | 減碼 |
| Cobalt Capital Management, Inc. | 40,000 | $930.5 萬 | 4.14% | +40,000 | 新進 |
| Van Eck Associates Corp | 36,380 | $938.6 萬 | 0.01% | +13,814+61.2% | 加碼 |
| Bank of Montreal | 40,784 | $941.5 萬 | 0.00% | −35,002−46.2% | 減碼 |
| Primecap Management Co | 40,900 | $951.5 萬 | 0.01% | −193,500−82.6% | 減碼 |
| Pictet Asset Management Holding SA | 40,928 | $951.7 萬 | 0.01% | +4,724+13.0% | 加碼 |
| Tobam | 42,074 | $978.8 萬 | 1.78% | +14,307+51.5% | 加碼 |
| Mawer Investment Management Ltd. | 43,016 | $1,001 萬 | 0.05% | +1,341+3.2% | 加碼 |
| Logan Capital Management Inc | 44,180 | $1,028 萬 | 0.42% | −428−1.0% | 減碼 |
| State of Wisconsin Investment Board | 44,611 | $1,038 萬 | 0.03% | +908+2.1% | 加碼 |
| New York State Common Retirement Fund | 44,641 | $1,038 萬 | 0.01% | −8,800−16.5% | 減碼 |
| Brandywine Global Investment Management, LLC | 42,118 | $1,052 萬 | 0.07% | −86,645−67.3% | 減碼 |
| Toronto Dominion Bank | 46,632 | $1,085 萬 | 0.02% | −42,321−47.6% | 減碼 |
| Teacher Retirement System of Texas | 47,502 | $1,105 萬 | 0.05% | −7,484−13.6% | 減碼 |
| Great West Life Assurance Co | 47,581 | $1,109 萬 | 0.02% | +1,627+3.5% | 加碼 |
| Winmill & Co. Inc | 48,860 | $1,137 萬 | 3.82% | +24,200+98.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 49,762 | $1,158 萬 | 0.01% | +5,647+12.8% | 加碼 |
| Wealth High Governance Capital Ltda | 50,000 | $1,163 萬 | 4.08% | +50,000 | 新進 |
| Thornburg Investment Management Inc | 50,646 | $1,178 萬 | 0.15% | −37−0.1% | 減碼 |
| Treasurer of the State of North Carolina | 50,954 | $1,185 萬 | 0.05% | +500+1.0% | 加碼 |
| Royal London Asset Management Ltd | 51,542 | $1,199 萬 | 0.03% | +2,998+6.2% | 加碼 |
| Natixis Advisors, L.P. | 53,814 | $1,252 萬 | 0.02% | −5,817−9.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 54,577 | $1,270 萬 | 0.03% | +8,889+19.5% | 加碼 |
| Amundi | 54,668 | $1,305 萬 | 0.00% | −129,322−70.3% | 減碼 |
| Ensign Peak Advisors, Inc | 57,084 | $1,328 萬 | 0.02% | −18,522−24.5% | 減碼 |
| Westwood Holdings Group Inc. | 58,432 | $1,359 萬 | 0.06% | +58,432 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 60,446 | $1,406 萬 | 0.03% | +9,917+19.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 62,047 | $1,443 萬 | 0.01% | −56,324−47.6% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 62,104 | $1,445 萬 | 0.03% | +62,104 | 新進 |
| Kames Capital plc | 62,342 | $1,451 萬 | 0.20% | +533+0.9% | 加碼 |
| Korea Investment CORP | 63,846 | $1,485 萬 | 0.04% | +23,497+58.2% | 加碼 |
| ExodusPoint Capital Management, LP | 64,535 | $1,501 萬 | 0.15% | +55,496+614.0% | 加碼 |
| AQR Capital Management LLC | 64,884 | $1,509 萬 | 0.02% | +20,983+47.8% | 加碼 |
| Bamco Inc | 65,448 | $1,523 萬 | 0.04% | −60,193−47.9% | 減碼 |
| Fort Washington Investment Advisors Inc | 67,466 | $1,569 萬 | 0.10% | +13,214+24.4% | 加碼 |
| Squarepoint Ops LLC | 68,677 | $1,598 萬 | 0.05% | +68,677 | 新進 |
| Susquehanna International Group, LLP | 68,900 | $1,603 萬 | 0.03% | +54,991+395.4% | 加碼 |
| NewEdge Wealth, LLC | 69,669 | $1,621 萬 | 0.29% | +50,294+259.6% | 加碼 |
| Artemis Investment Management LLP | 69,840 | $1,625 萬 | 0.25% | −55,806−44.4% | 減碼 |
| Trillium Asset Management, LLC | 70,310 | $1,636 萬 | 0.40% | −103,692−59.6% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 69,731 | $1,714 萬 | 1.37% | +17,091+32.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 75,699 | $1,761 萬 | 0.03% | −2,770−3.5% | 減碼 |
| Danske Bank A/S | 77,506 | $1,803 萬 | 0.06% | −6,678−7.9% | 減碼 |
| Interval Partners, LP | 78,746 | $1,832 萬 | 0.52% | +78,746 | 新進 |
| Aviva PLC | 80,867 | $1,881 萬 | 0.05% | +1,739+2.2% | 加碼 |
| Iridian Asset Management LLC | 82,834 | $1,927 萬 | 4.13% | +36,212+77.7% | 加碼 |
| SEI Investments Co | 87,660 | $2,039 萬 | 0.03% | +4,382+5.3% | 加碼 |
| Hudson Bay Capital Management LP | 88,947 | $2,069 萬 | 0.14% | +88,947 | 新進 |
| Intech Investment Management LLC | 91,999 | $2,140 萬 | 0.24% | +66,932+267.0% | 加碼 |
| Jennison Associates LLC | 94,850 | $2,206 萬 | 0.01% | +29,895+46.0% | 加碼 |
| Russell Investments Group, Ltd. | 95,237 | $2,215 萬 | 0.03% | +43,088+82.6% | 加碼 |
| Heron Bay Capital Management | 96,131 | $2,236 萬 | 4.70% | +6,286+7.0% | 加碼 |
| Rhumbline Advisers | 105,813 | $2,462 萬 | 0.02% | +120.0% | 加碼 |
| LPL Financial LLC | 106,135 | $2,469 萬 | 0.01% | +5,677+5.7% | 加碼 |
| California State Teachers Retirement System | 109,862 | $2,556 萬 | 0.03% | −2,017−1.8% | 減碼 |
| Comerica Bank | 113,746 | $2,646 萬 | 0.10% | +11,050+10.8% | 加碼 |
| Barclays PLC | 115,767 | $2,693 萬 | 0.01% | +61,698+114.1% | 加碼 |
| National Pension Service | 117,724 | $2,739 萬 | 0.03% | +4,524+4.0% | 加碼 |
| Victory Capital Management Inc | 119,955 | $2,791 萬 | 0.03% | −47,154−28.2% | 減碼 |
| Stifel Financial Corp | 122,831 | $2,857 萬 | 0.03% | −22,192−15.3% | 減碼 |
| Reinhart Partners, Inc. | 126,757 | $2,949 萬 | 1.12% | +49,909+64.9% | 加碼 |
| Invesco Ltd. | 128,641 | $2,993 萬 | 0.01% | −438,884−77.3% | 減碼 |
| California Public Employees Retirement System | 145,026 | $3,374 萬 | 0.02% | −2,717−1.8% | 減碼 |
| Family Wealth Partners, LLC | 147,896 | $3,441 萬 | 17.60% | +608+0.4% | 加碼 |
| Buckingham Strategic Partners | 148,469 | $3,454 萬 | 0.73% | +623+0.4% | 加碼 |
| Alliancebernstein L.P. | 151,606 | $3,527 萬 | 0.01% | −228,884−60.2% | 減碼 |
| Brown Brothers Harriman & Co | 151,979 | $3,535 萬 | 0.24% | +56,015+58.4% | 加碼 |
| HSBC Holdings PLC | 157,789 | $3,670 萬 | 0.02% | −4,041−2.5% | 減碼 |
| Employees Retirement System of Texas | 168,400 | $3,918 萬 | 0.34% | 00.0% | 不變 |
| Tybourne Capital Management (HK) Ltd | 172,700 | $4,018 萬 | 11.26% | +172,700 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 175,199 | $4,076 萬 | 0.03% | +4,572+2.7% | 加碼 |
| Royal Bank of Canada | 177,038 | $4,118 萬 | 0.01% | −15,774−8.2% | 減碼 |
| Truist Financial Corp | 178,047 | $4,142 萬 | 0.07% | +7,199+4.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 195,143 | $4,540 萬 | 0.06% | −301,235−60.7% | 減碼 |
| Captrust Financial Advisors | 197,584 | $4,596 萬 | 0.14% | +182,076+1,174.1% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 212,238 | $4,937 萬 | 0.06% | +212,238 | 新進 |
| Deutsche Bank AG | 213,971 | $4,978 萬 | 0.02% | +36,947+20.9% | 加碼 |
| Coronation Fund Managers Ltd. | 217,451 | $5,059 萬 | 2.81% | +88,196+68.2% | 加碼 |
| Wellington Management Group LLP | 227,157 | $5,284 萬 | 0.01% | +56,070+32.8% | 加碼 |
| Goldman Sachs Group Inc | 231,970 | $5,396 萬 | 0.01% | −65,753−22.1% | 減碼 |
| Nuveen Asset Management, LLC | 236,884 | $5,511 萬 | 0.02% | −38,972−14.1% | 減碼 |
| Qube Research & Technologies Ltd | 248,663 | $5,785 萬 | 0.11% | +153,289+160.7% | 加碼 |
| Ameriprise Financial Inc | 249,329 | $5,800 萬 | 0.01% | +14,501+6.2% | 加碼 |
| Standard Life Aberdeen plc | 253,368 | $5,898 萬 | 0.11% | −5,596−2.2% | 減碼 |
| Macquarie Group Ltd | 253,573 | $5,899 萬 | 0.06% | −154,215−37.8% | 減碼 |
| UBS Group AG | 272,655 | $6,343 萬 | 0.02% | +151,584+125.2% | 加碼 |
| Holocene Advisors, LP | 278,783 | $6,485 萬 | 0.26% | +56,825+25.6% | 加碼 |
| Franklin Resources Inc | 259,919 | $6,490 萬 | 0.02% | −56,121−17.8% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 281,679 | $6,553 萬 | 0.78% | +47,952+20.5% | 加碼 |
| Envestnet Asset Management Inc | 316,670 | $7,367 萬 | 0.02% | −12,293−3.7% | 減碼 |
| Charles Schwab Investment Management Inc | 321,813 | $7,486 萬 | 0.01% | +9,899+3.2% | 加碼 |
| Raymond James & Associates | 333,568 | $7,760 萬 | 0.05% | −60,523−15.4% | 減碼 |
| Legal & General Group Plc | 340,526 | $7,922 萬 | 0.02% | −2,796−0.8% | 減碼 |
| Point72 Asset Management, L.P. | 350,382 | $8,151 萬 | 0.28% | +207,153+144.6% | 加碼 |
| Bank of America Corp | 354,700 | $8,251 萬 | 0.01% | −227,322−39.1% | 減碼 |
| Citadel Advisors LLC | 419,977 | $9,770 萬 | 0.10% | +63,293+17.7% | 加碼 |
| Northern Trust Corp | 429,594 | $9,994 萬 | 0.02% | −28,970−6.3% | 減碼 |