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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 2,367 | $55.1 萬 | 0.07% | −29−1.2% | 減碼 |
| Jacobs Levy Equity Management, Inc | 2,344 | $54.5 萬 | 0.00% | −158,120−98.5% | 減碼 |
| XML Financial, LLC | 2,278 | $53.0 萬 | 0.05% | +89+4.1% | 加碼 |
| London Co of Virginia | 2,270 | $52.8 萬 | 0.00% | 00.0% | 不變 |
| Greenline Partners, LLC | 2,266 | $52.7 萬 | 0.08% | +2,266 | 新進 |
| Prossimo Advisors, LLC | 2,235 | $52.0 萬 | 0.38% | 00.0% | 不變 |
| Vident Advisory, LLC | 2,232 | $51.9 萬 | 0.01% | −749−25.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 2,218 | $51.6 萬 | 0.02% | +49+2.3% | 加碼 |
| Root Financial Partners, LLC | 2,205 | $51.3 萬 | 0.08% | −2−0.1% | 減碼 |
| Ieq Capital, LLC | 2,192 | $51.0 萬 | 0.01% | +408+22.9% | 加碼 |
| Concorde Asset Management, LLC | 2,167 | $50.4 萬 | 0.28% | −33−1.5% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 2,149 | $50.0 萬 | 0.02% | +2,149 | 新進 |
| NBC Securities, Inc. | 2,140 | $49.7 萬 | 0.04% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,127 | $49.5 萬 | 0.00% | −41,048−95.1% | 減碼 |
| Twin Tree Management, LP | 2,124 | $49.4 萬 | 0.01% | +2,124 | 新進 |
| Two Sigma Securities, LLC | 2,122 | $49.4 萬 | 0.04% | +2,122 | 新進 |
| Venturi Wealth Management, LLC | 2,073 | $48.2 萬 | 0.03% | −43,179−95.4% | 減碼 |
| Vontobel Holding Ltd. | 2,062 | $48.0 萬 | 0.00% | 00.0% | 不變 |
| WJ Wealth Management, LLC | 2,000 | $46.5 萬 | 0.16% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 1,999 | $46.5 萬 | 0.01% | −17,604−89.8% | 減碼 |
| Hallmark Capital Management Inc | 1,985 | $46.2 萬 | 0.03% | +549+38.2% | 加碼 |
| FinTrust Capital Advisors, LLC | 2,000 | $44.9 萬 | 0.08% | +2,000 | 新進 |
| Mattson Financial Services, LLC | 1,590 | $44.4 萬 | 0.16% | −22−1.4% | 減碼 |
| Advisors Asset Management, Inc. | 1,906 | $44.3 萬 | 0.01% | −767−28.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 1,890 | $44.0 萬 | 0.00% | −1,084−36.4% | 減碼 |
| Bridgefront Capital, LLC | 1,886 | $43.9 萬 | 0.17% | +1,886 | 新進 |
| Hunting Hill Global Capital, LLC | 1,871 | $43.5 萬 | 0.61% | 00.0% | 不變 |
| Guggenheim Capital LLC | 1,779 | $41.4 萬 | 0.00% | +1,779 | 新進 |
| Applied Finance Capital Management, LLC | 1,757 | $40.9 萬 | 0.02% | 00.0% | 不變 |
| Fiduciary Trust Co | 1,733 | $40.3 萬 | 0.01% | −293−14.5% | 減碼 |
| Heritage Family Offices, LLP | 1,727 | $40.2 萬 | 0.21% | +15+0.9% | 加碼 |
| Cynosure Management, LLC | 1,724 | $40.1 萬 | 0.06% | +385+28.8% | 加碼 |
| Shell Asset Management Co | 1,719 | $40.0 萬 | 0.02% | +1,719 | 新進 |
| International Assets Investment Management, LLC | 92,819 | $39.9 萬 | 0.00% | +92,020+11,516.9% | 加碼 |
| Davenport & Co LLC | 1,709 | $39.8 萬 | 0.00% | −313−15.5% | 減碼 |
| Emerald Advisers, LLC | 1,705 | $39.7 萬 | 0.02% | −808−32.2% | 減碼 |
| Yousif Capital Management, LLC | 1,697 | $39.5 萬 | 0.00% | +50+3.0% | 加碼 |
| QRG Capital Management, Inc. | 1,678 | $39.0 萬 | 0.00% | −982−36.9% | 減碼 |
| Sanchez Wealth Management Group | 1,651 | $38.4 萬 | 0.12% | +2+0.1% | 加碼 |
| CX Institutional | 1,643 | $38.2 萬 | 0.02% | +1,643 | 新進 |
| Cullen/Frost Bankers, Inc. | 1,600 | $37.2 萬 | 0.01% | −9−0.6% | 減碼 |
| Bessemer Group Inc | 1,602 | $37.2 萬 | 0.00% | +3+0.2% | 加碼 |
| Vestcor Inc | 1,576 | $36.7 萬 | 0.01% | −2,485−61.2% | 減碼 |
| Pennsylvania Capital Management Inc | 1,575 | $36.6 萬 | 0.13% | +3+0.2% | 加碼 |
| Wedmont Private Capital | 1,523 | $36.4 萬 | 0.02% | −400−20.8% | 減碼 |
| Clearstead Advisors, LLC | 1,553 | $36.1 萬 | 0.01% | −40−2.5% | 減碼 |
| Riverpoint Wealth Management Holdings, LLC | 1,539 | $35.8 萬 | 0.09% | +2+0.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,530 | $35.6 萬 | 0.02% | +7+0.5% | 加碼 |
| LRI Investments, LLC | 1,126 | $35.4 萬 | 0.03% | −58−4.9% | 減碼 |
| Lido Advisors, LLC | 1,520 | $35.4 萬 | 0.00% | −77−4.8% | 減碼 |
| Ironwood Investment Counsel, LLC | 1,460 | $34.0 萬 | 0.06% | −60−3.9% | 減碼 |
| Wealth Alliance | 1,453 | $33.8 萬 | 0.04% | +34+2.4% | 加碼 |
| Simplicity Wealth,LLC | 1,444 | $33.6 萬 | 0.03% | −5,209−78.3% | 減碼 |
| Corebridge Financial, Inc. | 1,430 | $33.3 萬 | 0.00% | −51−3.4% | 減碼 |
| Gibbs Wealth Management | 1,425 | $33.1 萬 | 0.11% | +181+14.5% | 加碼 |
| Fox Run Management, L.L.C. | 1,410 | $32.8 萬 | 0.07% | −102−6.7% | 減碼 |
| State of Michigan Retirement System | 1,400 | $32.6 萬 | 0.00% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 1,363 | $31.7 萬 | 0.01% | −91−6.3% | 減碼 |
| Thoroughbred Financial Services, LLC | 1,359 | $31.6 萬 | 0.02% | 00.0% | 不變 |
| Rakuten Investment Management, Inc. | 1,367 | $31.6 萬 | 0.00% | +343+33.5% | 加碼 |
| AXA S.A. | 1,351 | $31.4 萬 | 0.00% | +1,351 | 新進 |
| SFG Wealth Management, LLC. | 1,339 | $31.2 萬 | 0.17% | 00.0% | 不變 |
| AE Wealth Management LLC | 1,322 | $30.8 萬 | 0.00% | −436−24.8% | 減碼 |
| Los Angeles Capital Management LLC | 1,313 | $30.5 萬 | 0.00% | +1,313 | 新進 |
| Veriti Management LLC | 1,311 | $30.5 萬 | 0.02% | −46−3.4% | 減碼 |
| Signaturefd, LLC | 1,311 | $30.5 萬 | 0.01% | −171−11.5% | 減碼 |
| DGS Capital Management, LLC | 1,290 | $30.0 萬 | 0.08% | −218−14.5% | 減碼 |
| Thrive Wealth Management, LLC | 1,266 | $29.5 萬 | 0.05% | −35−2.7% | 減碼 |
| Wetherby Asset Management Inc | 1,262 | $29.4 萬 | 0.01% | −297−19.1% | 減碼 |
| Coldstream Capital Management Inc | 1,183 | $28.3 萬 | 0.01% | −189−13.8% | 減碼 |
| Snowden Capital Advisors LLC | 1,215 | $28.3 萬 | 0.01% | −28,133−95.9% | 減碼 |
| Nebula Research & Development LLC | 1,206 | $28.1 萬 | 0.03% | −2,678−68.9% | 減碼 |
| Moody Lynn & Lieberson, LLC | 1,200 | $27.9 萬 | 0.02% | −600−33.3% | 減碼 |
| Pzena Investment Management LLC | 1,187 | $27.6 萬 | 0.00% | −354−23.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,186 | $27.6 萬 | 0.00% | +6+0.5% | 加碼 |
| Bridges Investment Management Inc | 1,185 | $27.6 萬 | 0.00% | +37+3.2% | 加碼 |
| Ronald Blue Trust, Inc. | 977 | $27.3 萬 | 0.00% | +492+101.4% | 加碼 |
| United Capital Financial Advisers, LLC | 1,172 | $27.3 萬 | 0.00% | −562−32.4% | 減碼 |
| EP Wealth Advisors, LLC | 1,171 | $27.2 萬 | 0.00% | +358+44.0% | 加碼 |
| Archer Investment Corp | 1,169 | $27.2 萬 | 0.07% | −847−42.0% | 減碼 |
| Cetera Trust Company, N.A | 1,160 | $27.0 萬 | 0.17% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 1,153 | $26.8 萬 | 0.01% | −2,306−66.7% | 減碼 |
| Beacon Pointe Advisors, LLC | 1,149 | $26.7 萬 | 0.00% | −71−5.8% | 減碼 |
| McMahon Financial Advisors, LLC | 1,148 | $26.7 萬 | 0.06% | +43+3.9% | 加碼 |
| PFG Investments, LLC | 1,145 | $26.6 萬 | 0.02% | +1,145 | 新進 |
| Hill Investment Group Partners, LLC | 931 | $26.3 萬 | 0.04% | −9−1.0% | 減碼 |
| Schechter Investment Advisors, LLC | 1,106 | $25.7 萬 | 0.02% | −99−8.2% | 減碼 |
| RiverGlades Family Offices LLC | 1,100 | $25.6 萬 | 0.18% | +1,100 | 新進 |
| Merit Financial Group, LLC | 1,082 | $25.2 萬 | 0.01% | +1,082 | 新進 |
| First County Bank | 1,074 | $25.0 萬 | 0.12% | −148−12.1% | 減碼 |
| Concurrent Investment Advisors, LLC | 1,063 | $24.7 萬 | 0.01% | +37+3.6% | 加碼 |
| CWM, LLC | 1,058 | $24.6 萬 | 0.00% | −147−12.2% | 減碼 |
| Stephens Inc | 1,054 | $24.5 萬 | 0.00% | +52+5.2% | 加碼 |
| RSM US Wealth Management LLC | 1,057 | $24.3 萬 | 0.00% | −417−28.3% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 1,040 | $24.2 萬 | 0.01% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 1,038 | $24.1 萬 | 0.05% | +520+100.4% | 加碼 |
| Net Worth Advisory Group | 1,029 | $24.0 萬 | 0.07% | +1,029 | 新進 |
| OneAscent Financial Services LLC | 1,018 | $23.7 萬 | 0.17% | −93−8.4% | 減碼 |
| Forum Financial Management, LP | 1,010 | $23.5 萬 | 0.00% | −3−0.3% | 減碼 |
| ProShare Advisors LLC | 1,002 | $23.3 萬 | 0.00% | −264−20.9% | 減碼 |