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 |
|---|---|---|---|---|---|
| Agf Management Ltd | 447,510 | $1.04 億 | 0.53% | +15,232+3.5% | 加碼 |
| Man Group plc | 448,926 | $1.04 億 | 0.30% | +200,949+81.0% | 加碼 |
| First Pacific Advisors, LP | 458,362 | $1.07 億 | 1.48% | −576−0.1% | 減碼 |
| American Century Companies Inc | 474,026 | $1.10 億 | 0.06% | −3,185−0.7% | 減碼 |
| Junto Capital Management LP | 477,586 | $1.11 億 | 2.50% | −91,248−16.0% | 減碼 |
| Bank of New York Mellon Corp | 479,915 | $1.12 億 | 0.02% | −443,075−48.0% | 減碼 |
| Third Point LLC大師第三點資本 | 485,000 | $1.13 億 | 1.52% | +485,000 | 新進 |
| Fairview Capital Investment Management, LLC | 485,946 | $1.13 億 | 6.11% | −873−0.2% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 497,075 | $1.16 億 | 2.25% | +223,931+82.0% | 加碼 |
| Wells Fargo & Company | 498,223 | $1.16 億 | 0.03% | −4,720−0.9% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 520,404 | $1.21 億 | 1.09% | +38,613+8.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 559,402 | $1.30 億 | 0.11% | −214,773−27.7% | 減碼 |
| Canada Pension Plan Investment Board | 607,765 | $1.41 億 | 0.13% | −167,136−21.6% | 減碼 |
| UBS Asset Management Americas Inc | 615,237 | $1.43 億 | 0.04% | −40,214−6.1% | 減碼 |
| Price T Rowe Associates Inc | 615,985 | $1.43 億 | 0.02% | −1,483,931−70.7% | 減碼 |
| Azora Capital LP | 643,544 | $1.50 億 | 8.07% | +220,622+52.2% | 加碼 |
| HMI Capital Management, L.P. | 692,543 | $1.61 億 | 6.67% | +122,900+21.6% | 加碼 |
| Epoch Investment Partners, Inc. | 700,034 | $1.63 億 | 0.73% | +53,694+8.3% | 加碼 |
| Massachusetts Financial Services Co | 710,367 | $1.65 億 | 0.05% | −174,263−19.7% | 減碼 |
| Westfield Capital Management Co LP | 710,867 | $1.65 億 | 0.75% | +126,266+21.6% | 加碼 |
| Southpoint Capital Advisors LP | 750,000 | $1.74 億 | 4.14% | +250,000+50.0% | 加碼 |
| SurgoCap Partners LP | 780,721 | $1.82 億 | 9.69% | +233,880+42.8% | 加碼 |
| Eagle Asset Management Inc | 591,233 | $1.85 億 | 0.94% | −61,990−9.5% | 減碼 |
| Dimensional Fund Advisors LP | 800,591 | $1.86 億 | 0.05% | +18,585+2.4% | 加碼 |
| Millennium Management LLC | 839,199 | $1.95 億 | 0.17% | +396,104+89.4% | 加碼 |
| Marshall Wace, LLP | 863,254 | $2.01 億 | 0.26% | +863,254 | 新進 |
| Morgan Stanley | 870,848 | $2.03 億 | 0.01% | −596,159−40.6% | 減碼 |
| TD Asset Management Inc | 906,613 | $2.09 億 | 0.18% | +25,438+2.9% | 加碼 |
| Norges Bank | 921,722 | $2.14 億 | 0.03% | −7,164−0.8% | 減碼 |
| Clarkston Capital Partners, LLC | 977,030 | $2.27 億 | 4.18% | −15,585−1.6% | 減碼 |
| First Trust Advisors LP | 991,029 | $2.31 億 | 0.22% | +901,509+1,007.0% | 加碼 |
| Eminence Capital, LP | 1,078,109 | $2.51 億 | 3.81% | +408,858+61.1% | 加碼 |
| Darlington Partners Capital Management, LP | 1,099,736 | $2.56 億 | 10.35% | +316,446+40.4% | 加碼 |
| JPMorgan Chase & Co | 1,275,136 | $2.97 億 | 0.02% | +276,166+27.6% | 加碼 |
| Geode Capital Management, LLC | 1,436,831 | $3.34 億 | 0.03% | +36,474+2.6% | 加碼 |
| WCM Investment Management, LLC | 1,649,668 | $3.81 億 | 0.86% | −14,050−0.8% | 減碼 |
| Samlyn Capital, LLC | 1,645,694 | $3.83 億 | 6.18% | +450,979+37.7% | 加碼 |
| State Street Corp | 1,677,093 | $3.90 億 | 0.02% | −25,879−1.5% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 2,180,137 | $5.07 億 | 3.78% | +495,067+29.4% | 加碼 |
| Janus Henderson Group PLC | 2,528,497 | $5.88 億 | 0.30% | −13,688−0.5% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,603,251 | $6.06 億 | 1.34% | +13,458+0.5% | 加碼 |
| Boston Partners | 3,099,904 | $7.23 億 | 0.85% | +1,212,715+64.3% | 加碼 |
| FMR LLC | 3,322,571 | $7.73 億 | 0.05% | +650,675+24.4% | 加碼 |
| BlackRock, Inc. | 4,754,404 | $11.1 億 | 0.02% | +4,754,404 | 新進 |
| Vanguard Group Inc | 7,279,594 | $16.9 億 | 0.03% | +91,726+1.3% | 加碼 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | −554−99.8% | 減碼 |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,577,102−100.0% | 清倉 |
| North Peak Capital Management, LLC | 0 | $0 | 0.00% | −224,731−100.0% | 清倉 |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −207,774−100.0% | 清倉 |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −137,689−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −131,783−100.0% | 清倉 |
| Viking Global Investors LP大師維京全球投資 | 0 | $0 | 0.00% | −130,000−100.0% | 清倉 |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −102,017−100.0% | 清倉 |
| Parnassus Investments | 0 | $0 | 0.00% | −56,840−100.0% | 清倉 |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −36,141−100.0% | 清倉 |
| Rivermont Capital Management LP | 0 | $0 | 0.00% | −30,997−100.0% | 清倉 |
| Segment Wealth Management, LLC | 0 | $0 | 0.00% | −30,832−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −25,476−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −14,950−100.0% | 清倉 |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −14,362−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −13,248−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −11,706−100.0% | 清倉 |
| Monument Capital Management | 0 | $0 | 0.00% | −9,409−100.0% | 清倉 |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −7,697−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,559−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,520−100.0% | 清倉 |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −7,518−100.0% | 清倉 |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −6,412−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −6,406−100.0% | 清倉 |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,675−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,551−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −5,287−100.0% | 清倉 |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −5,131−100.0% | 清倉 |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −4,874−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,193−100.0% | 清倉 |
| Castleark Management LLC | 0 | $0 | 0.00% | −4,065−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −3,669−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,336−100.0% | 清倉 |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −3,286−100.0% | 清倉 |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −3,203−100.0% | 清倉 |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −3,183−100.0% | 清倉 |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −3,150−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,104−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,981−100.0% | 清倉 |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −2,950−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,912−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,620−100.0% | 清倉 |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −2,467−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,410−100.0% | 清倉 |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −2,297−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −2,247−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,066−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Savant Capital, LLC | 0 | $0 | 0.00% | −1,794−100.0% | 清倉 |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −1,695−100.0% | 清倉 |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,673−100.0% | 清倉 |
| MJP Associates Inc | 0 | $0 | 0.00% | −1,522−100.0% | 清倉 |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −1,366−100.0% | 清倉 |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −1,324−100.0% | 清倉 |