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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 75,699 | $1,761 萬 | 0.03% | −2,770−3.5% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 69,731 | $1,714 萬 | 1.37% | +17,091+32.5% | 加碼 |
| Trillium Asset Management, LLC | 70,310 | $1,636 萬 | 0.40% | −103,692−59.6% | 減碼 |
| Artemis Investment Management LLP | 69,840 | $1,625 萬 | 0.25% | −55,806−44.4% | 減碼 |
| NewEdge Wealth, LLC | 69,669 | $1,621 萬 | 0.29% | +50,294+259.6% | 加碼 |
| Susquehanna International Group, LLP | 68,900 | $1,603 萬 | 0.03% | +54,991+395.4% | 加碼 |
| Squarepoint Ops LLC | 68,677 | $1,598 萬 | 0.05% | +68,677 | 新進 |
| Fort Washington Investment Advisors Inc | 67,466 | $1,569 萬 | 0.10% | +13,214+24.4% | 加碼 |
| Bamco Inc | 65,448 | $1,523 萬 | 0.04% | −60,193−47.9% | 減碼 |
| AQR Capital Management LLC | 64,884 | $1,509 萬 | 0.02% | +20,983+47.8% | 加碼 |
| ExodusPoint Capital Management, LP | 64,535 | $1,501 萬 | 0.15% | +55,496+614.0% | 加碼 |
| Korea Investment CORP | 63,846 | $1,485 萬 | 0.04% | +23,497+58.2% | 加碼 |
| Kames Capital plc | 62,342 | $1,451 萬 | 0.20% | +533+0.9% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 62,104 | $1,445 萬 | 0.03% | +62,104 | 新進 |
| BNP Paribas Arbitrage, SA | 62,047 | $1,443 萬 | 0.01% | −56,324−47.6% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 60,446 | $1,406 萬 | 0.03% | +9,917+19.6% | 加碼 |
| Westwood Holdings Group Inc. | 58,432 | $1,359 萬 | 0.06% | +58,432 | 新進 |
| Ensign Peak Advisors, Inc | 57,084 | $1,328 萬 | 0.02% | −18,522−24.5% | 減碼 |
| Amundi | 54,668 | $1,305 萬 | 0.00% | −129,322−70.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 54,577 | $1,270 萬 | 0.03% | +8,889+19.5% | 加碼 |
| Natixis Advisors, L.P. | 53,814 | $1,252 萬 | 0.02% | −5,817−9.8% | 減碼 |
| Royal London Asset Management Ltd | 51,542 | $1,199 萬 | 0.03% | +2,998+6.2% | 加碼 |
| Treasurer of the State of North Carolina | 50,954 | $1,185 萬 | 0.05% | +500+1.0% | 加碼 |
| Thornburg Investment Management Inc | 50,646 | $1,178 萬 | 0.15% | −37−0.1% | 減碼 |
| Wealth High Governance Capital Ltda | 50,000 | $1,163 萬 | 4.08% | +50,000 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 49,762 | $1,158 萬 | 0.01% | +5,647+12.8% | 加碼 |
| Winmill & Co. Inc | 48,860 | $1,137 萬 | 3.82% | +24,200+98.1% | 加碼 |
| Great West Life Assurance Co | 47,581 | $1,109 萬 | 0.02% | +1,627+3.5% | 加碼 |
| Teacher Retirement System of Texas | 47,502 | $1,105 萬 | 0.05% | −7,484−13.6% | 減碼 |
| Toronto Dominion Bank | 46,632 | $1,085 萬 | 0.02% | −42,321−47.6% | 減碼 |
| Brandywine Global Investment Management, LLC | 42,118 | $1,052 萬 | 0.07% | −86,645−67.3% | 減碼 |
| New York State Common Retirement Fund | 44,641 | $1,038 萬 | 0.01% | −8,800−16.5% | 減碼 |
| State of Wisconsin Investment Board | 44,611 | $1,038 萬 | 0.03% | +908+2.1% | 加碼 |
| Logan Capital Management Inc | 44,180 | $1,028 萬 | 0.42% | −428−1.0% | 減碼 |
| Mawer Investment Management Ltd. | 43,016 | $1,001 萬 | 0.05% | +1,341+3.2% | 加碼 |
| Tobam | 42,074 | $978.8 萬 | 1.78% | +14,307+51.5% | 加碼 |
| Pictet Asset Management Holding SA | 40,928 | $951.7 萬 | 0.01% | +4,724+13.0% | 加碼 |
| Primecap Management Co | 40,900 | $951.5 萬 | 0.01% | −193,500−82.6% | 減碼 |
| Bank of Montreal | 40,784 | $941.5 萬 | 0.00% | −35,002−46.2% | 減碼 |
| Van Eck Associates Corp | 36,380 | $938.6 萬 | 0.01% | +13,814+61.2% | 加碼 |
| Cobalt Capital Management, Inc. | 40,000 | $930.5 萬 | 4.14% | +40,000 | 新進 |
| Voya Investment Management LLC | 37,687 | $876.7 萬 | 0.01% | −573,562−93.8% | 減碼 |
| Citigroup Inc | 37,289 | $867.5 萬 | 0.01% | −15,453−29.3% | 減碼 |
| Point72 Europe (London) LLP | 37,276 | $867.2 萬 | 0.73% | +17,676+90.2% | 加碼 |
| Pathstone Holdings, LLC | 36,334 | $845.2 萬 | 0.04% | −6,819−15.8% | 減碼 |
| Janney Montgomery Scott LLC | 36,239 | $843.0 萬 | 0.02% | −517−1.4% | 減碼 |
| Bridgewater Associates, LP | 35,848 | $833.9 萬 | 0.05% | +24,998+230.4% | 加碼 |
| KWB Wealth | 28,463 | $795.0 萬 | 1.04% | +40.0% | 加碼 |
| CI Private Wealth, LLC | 33,792 | $786.1 萬 | 0.01% | −1,619−4.6% | 減碼 |
| Poplar Forest Capital LLC | 33,311 | $774.9 萬 | 1.06% | +33,311 | 新進 |
| ArrowMark Colorado Holdings LLC | 33,256 | $773.6 萬 | 0.10% | +33,256 | 新進 |
| Banco BTG Pactual S.A. | 33,015 | $768.0 萬 | 2.00% | +33,015 | 新進 |
| Cinctive Capital Management LP | 32,858 | $764.4 萬 | 0.44% | −7,508−18.6% | 減碼 |
| Icon Advisers Inc | 32,583 | $758.0 萬 | 1.59% | −12,699−28.0% | 減碼 |
| Channing Capital Management, LLC | 31,817 | $740.2 萬 | 0.19% | −6,697−17.4% | 減碼 |
| Asset Management One Co.,Ltd. | 30,804 | $716.6 萬 | 0.03% | −223−0.7% | 減碼 |
| Assenagon Asset Management S.A. | 29,826 | $693.8 萬 | 0.01% | −56,088−65.3% | 減碼 |
| Brevan Howard Capital Management LP | 29,801 | $693.3 萬 | 0.33% | +29,801 | 新進 |
| Allianz Asset Management GmbH | 29,333 | $682.4 萬 | 0.01% | +5,768+24.5% | 加碼 |
| Headlands Technologies LLC | 29,126 | $677.6 萬 | 0.78% | +29,126 | 新進 |
| Mn Services Vermogensbeheer B.V. | 29,100 | $677.0 萬 | 0.05% | −600−2.0% | 減碼 |
| Mediolanum International Funds Ltd | 28,548 | $658.0 萬 | 0.09% | +3,496+14.0% | 加碼 |
| Public Employees Retirement System of Ohio | 27,759 | $645.8 萬 | 0.03% | −2,689−8.8% | 減碼 |
| 2Xideas AG | 27,508 | $639.9 萬 | 0.86% | −12,673−31.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 27,408 | $637.6 萬 | 0.03% | +165+0.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,214 | $633.1 萬 | 0.02% | +1,104+4.2% | 加碼 |
| Private Advisor Group, LLC | 27,098 | $630.4 萬 | 0.04% | +276+1.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 26,494 | $616.3 萬 | 0.05% | −22,873−46.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 26,089 | $606.9 萬 | 0.01% | +24,333+1,385.7% | 加碼 |
| Strategic Global Advisors, LLC | 25,601 | $595.6 萬 | 1.17% | +3,527+16.0% | 加碼 |
| Principal Financial Group Inc | 25,418 | $591.3 萬 | 0.00% | +3,444+15.7% | 加碼 |
| Brant Point Investment Management LLC | 24,966 | $580.8 萬 | 1.32% | −9,406−27.4% | 減碼 |
| Two Sigma Investments, LP | 24,836 | $577.8 萬 | 0.01% | +19,336+351.6% | 加碼 |
| Tudor Investment Corp Et Al | 24,238 | $563.8 萬 | 0.06% | −70,771−74.5% | 減碼 |
| Resona Asset Management Co.,Ltd. | 23,481 | $545.7 萬 | 0.03% | −734−3.0% | 減碼 |
| Blair William & Co | 23,122 | $537.9 萬 | 0.02% | −1,479−6.0% | 減碼 |
| Sanctuary Advisors, LLC | 16,399 | $536.0 萬 | 0.03% | +3,339+25.6% | 加碼 |
| Whittier Trust Co | 22,784 | $530.0 萬 | 0.07% | +1,026+4.7% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 21,574 | $501.9 萬 | 0.23% | −6,843−24.1% | 減碼 |
| Bullseye Asset Management LLC | 21,527 | $500.8 萬 | 2.31% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 21,482 | $499.7 萬 | 0.02% | −7,481−25.8% | 減碼 |
| Arizona State Retirement System | 21,404 | $497.9 萬 | 0.03% | +951+4.6% | 加碼 |
| Winthrop Advisory Group LLC | 20,803 | $483.9 萬 | 0.60% | +20+0.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 20,700 | $481.5 萬 | 0.05% | +20,700 | 新進 |
| Commerce Bank | 20,545 | $477.9 萬 | 0.03% | −155,726−88.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 20,348 | $473.4 萬 | 0.18% | +1,248+6.5% | 加碼 |
| Engineers Gate Manager LP | 20,294 | $472.1 萬 | 0.09% | +15,821+353.7% | 加碼 |
| US Bancorp | 20,287 | $472.0 萬 | 0.01% | −991−4.7% | 減碼 |
| DRW Securities, LLC | 20,080 | $467.1 萬 | 0.26% | +680+3.5% | 加碼 |
| Kennedy Capital Management, Inc. | 19,919 | $463.4 萬 | 0.10% | +6,781+51.6% | 加碼 |
| Walleye Capital LLC | 19,912 | $463.2 萬 | 0.05% | +16,086+420.4% | 加碼 |
| Handelsbanken Fonder AB | 19,681 | $457.8 萬 | 0.02% | +3,500+21.6% | 加碼 |
| Prana Capital Management, LP | 18,876 | $439.1 萬 | 0.20% | +4,889+35.0% | 加碼 |
| Storebrand Asset Management AS | 18,576 | $432.1 萬 | 0.01% | −1,868−9.1% | 減碼 |
| Eagle Rock Investment Company, LLC | 18,051 | $419.9 萬 | 0.70% | +3,320+22.5% | 加碼 |
| Capital World Investors | 17,807 | $414.2 萬 | 0.00% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 17,742 | $412.7 萬 | 0.06% | 00.0% | 不變 |
| Weiss Asset Management LP | 17,226 | $400.7 萬 | 0.10% | +17,226 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,677 | $388.0 萬 | 0.04% | −19,098−53.4% | 減碼 |
| Crestline Management, LP | 16,666 | $387.7 萬 | 0.22% | +16,666 | 新進 |