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 |
|---|---|---|---|---|---|
| Swedbank AB | 16,429 | $382.2 萬 | 0.00% | +2,720+19.8% | 加碼 |
| Parallax Volatility Advisers, L.P. | 16,172 | $376.2 萬 | 0.10% | +16,172 | 新進 |
| IFM Investors Pty Ltd | 15,876 | $369.3 萬 | 0.04% | +303+1.9% | 加碼 |
| Daiwa Securities Group Inc. | 15,841 | $368.5 萬 | 0.02% | +5,320+50.6% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 15,801 | $367.6 萬 | 0.12% | +11,984+314.0% | 加碼 |
| Magnetar Financial LLC | 15,740 | $366.2 萬 | 0.08% | +12,880+450.3% | 加碼 |
| Annex Advisory Services, LLC | 15,606 | $363.0 萬 | 0.12% | +4,056+35.1% | 加碼 |
| Forsta Ap-Fonden | 15,600 | $362.9 萬 | 0.03% | +300+2.0% | 加碼 |
| Dodge & Cox | 15,556 | $361.9 萬 | 0.00% | +15,556 | 新進 |
| Northwest Financial Advisors | 15,478 | $360.1 萬 | 2.87% | +65+0.4% | 加碼 |
| Argent Capital Management LLC | 15,465 | $359.8 萬 | 0.10% | +300+2.0% | 加碼 |
| Atria Investments LLC | 15,458 | $359.6 萬 | 0.04% | −1,275−7.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 15,239 | $354.5 萬 | 0.04% | +12,304+419.2% | 加碼 |
| MML Investors Services, LLC | 15,189 | $353.3 萬 | 0.01% | −1,392−8.4% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 15,124 | $351.6 萬 | 0.02% | +30+0.2% | 加碼 |
| Teca Partners, LP | 15,061 | $350.4 萬 | 2.45% | +15,061 | 新進 |
| Knights of Columbus Asset Advisors LLC | 14,609 | $339.8 萬 | 0.22% | −555−3.7% | 減碼 |
| Cetera Investment Advisers | 14,452 | $336.2 萬 | 0.01% | +13+0.1% | 加碼 |
| Quantinno Capital Management LP | 14,394 | $334.9 萬 | 0.04% | +550+4.0% | 加碼 |
| Empowered Funds, LLC | 14,285 | $332.3 萬 | 0.05% | +4,702+49.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 12,826 | $320.3 萬 | 0.03% | −2,992−18.9% | 減碼 |
| Shepherd Financial Partners LLC | 13,755 | $320.0 萬 | 0.38% | 00.0% | 不變 |
| Federated Hermes, Inc. | 13,585 | $316.0 萬 | 0.01% | 00.0% | 不變 |
| Andra AP-fonden | 13,500 | $314.1 萬 | 0.05% | +13,400+13,400.0% | 加碼 |
| Xponance, Inc. | 13,066 | $304.0 萬 | 0.03% | −235−1.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 13,002 | $302.5 萬 | 0.01% | +5,304+68.9% | 加碼 |
| Lazard Asset Management LLC | 12,908 | $300.2 萬 | 0.00% | +12,857+25,209.8% | 加碼 |
| Twinbeech Capital LP | 12,852 | $299.0 萬 | 0.06% | −2,960−18.7% | 減碼 |
| HighTower Advisors, LLC | 12,783 | $297.1 萬 | 0.00% | +923+7.8% | 加碼 |
| Silvant Capital Management LLC | 12,746 | $296.5 萬 | 0.13% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 12,703 | $295.5 萬 | 0.21% | −841−6.2% | 減碼 |
| DnB Asset Management AS | 12,634 | $293.9 萬 | 0.01% | +1,146+10.0% | 加碼 |
| CIBC World Markets Inc. | 12,594 | $293.0 萬 | 0.01% | +90+0.7% | 加碼 |
| Mariner, LLC | 12,572 | $292.4 萬 | 0.01% | −3,500−21.8% | 減碼 |
| Sterling Capital Management LLC | 12,512 | $291.1 萬 | 0.04% | +12,512 | 新進 |
| British Columbia Investment Management Corp | 12,466 | $290.0 萬 | 0.02% | −1,795−12.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 12,409 | $288.7 萬 | 0.01% | −2,101−14.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 12,332 | $286.9 萬 | 0.07% | +495+4.2% | 加碼 |
| Advisory Services Network, LLC | 10,263 | $286.6 萬 | 0.06% | 00.0% | 不變 |
| Utah Retirement Systems | 12,317 | $286.5 萬 | 0.03% | +100+0.8% | 加碼 |
| TD Private Client Wealth LLC | 12,079 | $281.0 萬 | 0.08% | +1,193+11.0% | 加碼 |
| Tredje AP-fonden | 11,889 | $276.6 萬 | 0.03% | 00.0% | 不變 |
| Simplex Trading, LLC | 11,867 | $276.0 萬 | 0.09% | +11,867 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 11,599 | $269.8 萬 | 0.00% | +830+7.7% | 加碼 |
| Hennessy Advisors Inc | 11,400 | $265.2 萬 | 0.08% | −200−1.7% | 減碼 |
| Rockefeller Capital Management L.P. | 11,319 | $263.3 萬 | 0.01% | +11,319 | 新進 |
| Bridgeway Capital Management, LLC | 11,320 | $263.3 萬 | 0.06% | 00.0% | 不變 |
| TT International Asset Management LTD | 11,266 | $262.0 萬 | 0.32% | +11,266 | 新進 |
| United Asset Strategies, Inc. | 11,236 | $261.4 萬 | 0.24% | +292+2.7% | 加碼 |
| Cerity Partners LLC | 11,046 | $257.0 萬 | 0.01% | +6,865+164.2% | 加碼 |
| Centiva Capital, LP | 10,867 | $252.8 萬 | 0.11% | +10,867 | 新進 |
| Dark Forest Capital Management LP | 10,837 | $252.1 萬 | 0.32% | +10,837 | 新進 |
| Symphony Financial, Ltd. Co. | 10,753 | $248.2 萬 | 0.41% | 00.0% | 不變 |
| TownSquare Capital, LLC | 10,564 | $245.8 萬 | 0.03% | +1,328+14.4% | 加碼 |
| KBC Group NV | 10,230 | $237.9 萬 | 0.01% | −2,040−16.6% | 減碼 |
| Omers Administration Corp | 10,117 | $235.4 萬 | 0.02% | −1,300−11.4% | 減碼 |
| Retirement Capital Strategies | 10,041 | $233.6 萬 | 0.91% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 9,765 | $227.2 萬 | 0.01% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 9,669 | $224.9 萬 | 0.21% | +1,304+15.6% | 加碼 |
| Quantitative Investment Management, LLC | 9,421 | $219.1 萬 | 0.22% | +9,421 | 新進 |
| Beacon Investment Advisors LLC | 9,331 | $217.1 萬 | 1.03% | +97+1.1% | 加碼 |
| Greenleaf Trust | 9,323 | $216.9 萬 | 0.02% | +9,323 | 新進 |
| Nissay Asset Management Corp | 9,184 | $213.6 萬 | 0.01% | +296+3.3% | 加碼 |
| Advisor Group Holdings, Inc. | 9,080 | $211.2 萬 | 0.00% | −864−8.7% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 8,893 | $206.9 萬 | 0.04% | −15,294−63.2% | 減碼 |
| Laurion Capital Management LP | 8,887 | $206.7 萬 | 0.13% | +592+7.1% | 加碼 |
| F/M Investments LLC | 8,938 | $206.3 萬 | 0.07% | +8,938 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 8,634 | $200.9 萬 | 0.18% | +358+4.3% | 加碼 |
| Flynn Zito Capital Management, LLC | 8,634 | $200.9 萬 | 0.97% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 8,718 | $200.4 萬 | 0.00% | +131+1.5% | 加碼 |
| Caldwell Trust Co | 8,537 | $198.6 萬 | 0.21% | −280−3.2% | 減碼 |
| HM Payson & Co | 8,501 | $197.8 萬 | 0.03% | −198,974−95.9% | 減碼 |
| Oliver Luxxe Assets LLC | 8,373 | $194.8 萬 | 0.35% | +144+1.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 8,203 | $190.8 萬 | 0.03% | −810−9.0% | 減碼 |
| Harbor Capital Advisors, Inc. | 8,020 | $186.6 萬 | 0.08% | +4,134+106.4% | 加碼 |
| Garrett Investment Advisors LLC | 7,972 | $185.5 萬 | 0.19% | +867+12.2% | 加碼 |
| Prudential Financial Inc | 7,873 | $183.2 萬 | 0.00% | −89−1.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 7,917 | $182.8 萬 | 0.01% | −2,396−23.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 7,779 | $181.0 萬 | 0.03% | −28,591−78.6% | 減碼 |
| Baird Financial Group, Inc. | 7,745 | $180.2 萬 | 0.00% | +7,745 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 7,731 | $179.9 萬 | 0.00% | −977−11.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 7,703 | $179.2 萬 | 0.01% | 00.0% | 不變 |
| Gradient Investments LLC | 7,700 | $179.1 萬 | 0.04% | −8,670−53.0% | 減碼 |
| Toroso Investments, LLC | 7,662 | $178.2 萬 | 0.02% | +3,809+98.9% | 加碼 |
| Ostrum Asset Management | 7,607 | $177.0 萬 | 0.15% | +2,045+36.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 7,417 | $172.5 萬 | 0.00% | +190+2.6% | 加碼 |
| Nomura Holdings Inc | 7,371 | $171.5 萬 | 0.01% | +7,371 | 新進 |
| James Investment Research Inc | 7,275 | $169.2 萬 | 0.20% | −6,691−47.9% | 減碼 |
| Caption Management, LLC | 7,221 | $168.0 萬 | 0.18% | +7,221 | 新進 |
| Integrated Investment Consultants, LLC | 7,203 | $167.6 萬 | 0.37% | +1,057+17.2% | 加碼 |
| Jane Street Group, LLC | 7,186 | $167.2 萬 | 0.00% | −4,858−40.3% | 減碼 |
| Jefferies Financial Group Inc. | 7,134 | $166.0 萬 | 0.03% | +3,392+90.6% | 加碼 |
| Walleye Trading LLC | 7,015 | $163.2 萬 | 0.04% | +6,854+4,257.1% | 加碼 |
| King Luther Capital Management Corp | 6,778 | $157.7 萬 | 0.01% | +918+15.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 6,740 | $156.8 萬 | 0.00% | −220,431−97.0% | 減碼 |
| Foresight Global Investors, Inc. | 6,649 | $154.7 萬 | 0.84% | +1,100+19.8% | 加碼 |
| Sterling Group Wealth Management, LLC | 6,629 | $154.2 萬 | 0.82% | 00.0% | 不變 |
| BlueMar Capital Management, LLC | 6,580 | $153.1 萬 | 3.06% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 6,339 | $147.5 萬 | 0.01% | −1,771−21.8% | 減碼 |
| Future Fund LLC | 5,190 | $145.7 萬 | 4.21% | +898+20.9% | 加碼 |