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 4 季 13F 持有人
LPL Financial Holdings Inc. 在 2024/12/31 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
- 725
- 較 2024 年第 3 季 +89 家
- 持有股數
- 7,127 萬
- 較 2024 年第 3 季 +12.3 萬 (+0.2%)
- 總市值
- $232.7 億
- 較 2024 年第 3 季 +$67.3 億 (+40.7%)
- 新進機構
- 149
- 另有 227 家加碼
- 清倉機構
- 60
- 另有 271 家減碼
另有 10 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,218,657 | $23.6 億 | 0.04% | −60,937−0.8% | 減碼 |
| BlackRock, Inc. | 4,766,545 | $15.6 億 | 0.03% | +12,141+0.3% | 加碼 |
| Boston Partners | 3,905,541 | $12.8 億 | 1.56% | +805,637+26.0% | 加碼 |
| Janus Henderson Group PLC | 3,050,529 | $9.96 億 | 0.51% | +522,032+20.6% | 加碼 |
| FMR LLC | 2,958,723 | $9.66 億 | 0.06% | −363,848−11.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,660,736 | $8.69 億 | 2.00% | +57,485+2.2% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,922,748 | $6.28 億 | 4.66% | −257,389−11.8% | 減碼 |
| State Street Corp | 1,670,536 | $5.45 億 | 0.02% | −6,557−0.4% | 減碼 |
| WCM Investment Management, LLC | 1,641,615 | $5.37 億 | 1.26% | −8,053−0.5% | 減碼 |
| Samlyn Capital, LLC | 1,573,076 | $5.14 億 | 8.16% | −72,618−4.4% | 減碼 |
| Geode Capital Management, LLC | 1,459,942 | $4.76 億 | 0.04% | +23,111+1.6% | 加碼 |
| JPMorgan Chase & Co | 1,199,115 | $3.92 億 | 0.03% | −76,021−6.0% | 減碼 |
| Massachusetts Financial Services Co | 1,115,708 | $3.64 億 | 0.12% | +405,341+57.1% | 加碼 |
| Morgan Stanley | 1,027,846 | $3.36 億 | 0.02% | +156,998+18.0% | 加碼 |
| Darlington Partners Capital Management, LP | 938,354 | $3.06 億 | 11.45% | −161,382−14.7% | 減碼 |
| Norges Bank | 936,410 | $3.06 億 | 0.04% | +14,688+1.6% | 加碼 |
| Raymond James Financial Inc | 906,501 | $2.96 億 | 0.11% | +906,501 | 新進 |
| Millennium Management LLC | 899,377 | $2.94 億 | 0.25% | +60,178+7.2% | 加碼 |
| Clarkston Capital Partners, LLC | 872,283 | $2.85 億 | 5.46% | −104,747−10.7% | 減碼 |
| Dimensional Fund Advisors LP | 846,067 | $2.76 億 | 0.07% | +45,476+5.7% | 加碼 |
| TD Asset Management Inc | 841,219 | $2.75 億 | 0.24% | −65,394−7.2% | 減碼 |
| Epoch Investment Partners, Inc. | 725,572 | $2.37 億 | 1.15% | +25,538+3.6% | 加碼 |
| SurgoCap Partners LP | 709,270 | $2.32 億 | 13.41% | −71,451−9.2% | 減碼 |
| Westfield Capital Management Co LP | 705,919 | $2.30 億 | 1.00% | −4,948−0.7% | 減碼 |
| Third Point LLC大師第三點資本 | 655,000 | $2.14 億 | 2.87% | +170,000+35.1% | 加碼 |
| Southpoint Capital Advisors LP | 600,000 | $1.96 億 | 4.60% | −150,000−20.0% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 587,721 | $1.92 億 | 3.46% | +90,646+18.2% | 加碼 |
| UBS Asset Management Americas Inc | 581,645 | $1.90 億 | 0.04% | −33,592−5.5% | 減碼 |
| Eminence Capital, LP | 558,647 | $1.82 億 | 2.79% | −519,462−48.2% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 532,404 | $1.74 億 | 1.53% | +12,000+2.3% | 加碼 |
| Wells Fargo & Company | 504,588 | $1.65 億 | 0.04% | +6,365+1.3% | 加碼 |
| Marshall Wace, LLP | 504,176 | $1.65 億 | 0.21% | −359,078−41.6% | 減碼 |
| Northern Trust Corp | 491,145 | $1.60 億 | 0.02% | +61,551+14.3% | 加碼 |
| American Century Companies Inc | 489,580 | $1.60 億 | 0.09% | +15,554+3.3% | 加碼 |
| Fairview Capital Investment Management, LLC | 478,002 | $1.56 億 | 8.09% | −7,944−1.6% | 減碼 |
| Balyasny Asset Management LLC | 471,488 | $1.54 億 | 0.36% | +471,488 | 新進 |
| Dodge & Cox | 470,109 | $1.53 億 | 0.09% | +454,553+2,922.0% | 加碼 |
| First Pacific Advisors, LP | 458,289 | $1.50 億 | 2.14% | −730.0% | 減碼 |
| Bank of New York Mellon Corp | 452,684 | $1.48 億 | 0.03% | −27,231−5.7% | 減碼 |
| Agf Management Ltd | 435,056 | $1.42 億 | 0.71% | −12,454−2.8% | 減碼 |
| Artisan Partners Limited Partnership | 417,873 | $1.36 億 | 0.21% | +417,873 | 新進 |
| Alyeska Investment Group, L.P. | 416,613 | $1.36 億 | 0.51% | +416,613 | 新進 |
| Azora Capital LP | 416,185 | $1.36 億 | 6.10% | −227,359−35.3% | 減碼 |
| Junto Capital Management LP | 405,990 | $1.33 億 | 2.64% | −71,596−15.0% | 減碼 |
| HMI Capital Management, L.P. | 401,243 | $1.31 億 | 6.58% | −291,300−42.1% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 397,596 | $1.30 億 | 0.27% | +335,492+540.2% | 加碼 |
| Ameriprise Financial Inc | 378,261 | $1.24 億 | 0.03% | +128,932+51.7% | 加碼 |
| Canada Pension Plan Investment Board | 360,578 | $1.18 億 | 0.11% | −247,187−40.7% | 減碼 |
| Bank of America Corp | 337,059 | $1.10 億 | 0.01% | −17,641−5.0% | 減碼 |
| Charles Schwab Investment Management Inc | 335,749 | $1.10 億 | 0.02% | +13,936+4.3% | 加碼 |
| Envestnet Asset Management Inc | 333,924 | $1.09 億 | 0.03% | +17,254+5.4% | 加碼 |
| Palestra Capital Management LLC | 328,286 | $1.07 億 | 2.94% | +328,286 | 新進 |
| Legal & General Group Plc | 306,918 | $1.00 億 | 0.03% | −33,608−9.9% | 減碼 |
| Citadel Advisors LLC | 300,199 | $9,802 萬 | 0.09% | −119,778−28.5% | 減碼 |
| Macquarie Group Ltd | 286,994 | $9,371 萬 | 0.11% | +33,421+13.2% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 276,341 | $9,023 萬 | 0.97% | −5,338−1.9% | 減碼 |
| Price T Rowe Associates Inc | 263,268 | $8,596 萬 | 0.01% | −352,717−57.3% | 減碼 |
| Egerton Capital (UK) LLP | 257,710 | $8,414 萬 | 0.97% | +257,710 | 新進 |
| Manufacturers Life Insurance Company, The | 247,614 | $8,085 萬 | 0.07% | −311,788−55.7% | 減碼 |
| Holocene Advisors, LP | 233,165 | $7,613 萬 | 0.25% | −45,618−16.4% | 減碼 |
| Employees Retirement System of Texas | 231,500 | $7,559 萬 | 0.65% | +63,100+37.5% | 加碼 |
| Standard Life Aberdeen plc | 216,750 | $7,105 萬 | 0.13% | −36,618−14.5% | 減碼 |
| Captrust Financial Advisors | 215,870 | $7,048 萬 | 0.20% | +18,286+9.3% | 加碼 |
| Goldman Sachs Group Inc | 208,037 | $6,793 萬 | 0.01% | −23,933−10.3% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 195,474 | $6,382 萬 | 0.08% | −16,764−7.9% | 減碼 |
| Truist Financial Corp | 192,153 | $6,274 萬 | 0.10% | +14,106+7.9% | 加碼 |
| Nuveen Asset Management, LLC | 188,913 | $6,168 萬 | 0.02% | −47,971−20.3% | 減碼 |
| Coronation Fund Managers Ltd. | 187,008 | $6,106 萬 | 3.59% | −30,443−14.0% | 減碼 |
| UBS Group AG | 186,170 | $6,079 萬 | 0.01% | −86,485−31.7% | 減碼 |
| Hudson Bay Capital Management LP | 185,935 | $6,071 萬 | 0.37% | +96,988+109.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 184,558 | $6,026 萬 | 0.07% | −10,585−5.4% | 減碼 |
| Deutsche Bank AG | 175,061 | $5,716 萬 | 0.02% | −38,910−18.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 173,024 | $5,649 萬 | 0.04% | −2,175−1.2% | 減碼 |
| Brown Brothers Harriman & Co | 171,766 | $5,608 萬 | 0.39% | +19,787+13.0% | 加碼 |
| Royal Bank of Canada | 170,086 | $5,554 萬 | 0.01% | −6,952−3.9% | 減碼 |
| Stifel Financial Corp | 165,291 | $5,397 萬 | 0.06% | +42,460+34.6% | 加碼 |
| Moore Capital Management, LP | 160,607 | $5,244 萬 | 0.98% | +160,607 | 新進 |
| Franklin Resources Inc | 152,319 | $4,973 萬 | 0.01% | −107,600−41.4% | 減碼 |
| Wellington Management Group LLP | 150,670 | $4,920 萬 | 0.01% | −76,487−33.7% | 減碼 |
| Amundi | 145,443 | $4,849 萬 | 0.02% | +90,775+166.0% | 加碼 |
| Point72 Asset Management, L.P. | 147,089 | $4,803 萬 | 0.13% | −203,293−58.0% | 減碼 |
| California Public Employees Retirement System | 140,991 | $4,603 萬 | 0.03% | −4,035−2.8% | 減碼 |
| Man Group plc | 137,568 | $4,492 萬 | 0.14% | −311,358−69.4% | 減碼 |
| ExodusPoint Capital Management, LP | 135,475 | $4,423 萬 | 0.46% | +70,940+109.9% | 加碼 |
| Comerica Bank | 125,544 | $4,099 萬 | 0.17% | +11,798+10.4% | 加碼 |
| National Pension Service | 119,724 | $3,909 萬 | 0.04% | +2,000+1.7% | 加碼 |
| Bamco Inc | 119,704 | $3,908 萬 | 0.10% | +54,256+82.9% | 加碼 |
| Alliancebernstein L.P. | 116,703 | $3,810 萬 | 0.01% | −34,903−23.0% | 減碼 |
| SEI Investments Co | 115,732 | $3,779 萬 | 0.05% | +28,072+32.0% | 加碼 |
| LPL Financial LLC | 115,273 | $3,764 萬 | 0.02% | +9,138+8.6% | 加碼 |
| California State Teachers Retirement System | 113,287 | $3,699 萬 | 0.04% | +3,425+3.1% | 加碼 |
| HSBC Holdings PLC | 111,345 | $3,641 萬 | 0.02% | −46,444−29.4% | 減碼 |
| Jennison Associates LLC | 108,256 | $3,535 萬 | 0.02% | +13,406+14.1% | 加碼 |
| Family Wealth Partners, LLC | 107,861 | $3,522 萬 | 16.74% | −40,035−27.1% | 減碼 |
| Buckingham Strategic Partners | 104,529 | $3,413 萬 | 0.58% | −43,940−29.6% | 減碼 |
| Rhumbline Advisers | 101,446 | $3,312 萬 | 0.03% | −4,367−4.1% | 減碼 |
| Invesco Ltd. | 100,727 | $3,289 萬 | 0.01% | −27,914−21.7% | 減碼 |
| Solel Partners LP | 87,000 | $2,841 萬 | 5.56% | +87,000 | 新進 |
| Heron Bay Capital Management | 85,594 | $2,795 萬 | 5.84% | −10,537−11.0% | 減碼 |
| Artemis Investment Management LLP | 82,736 | $2,701 萬 | 0.38% | +12,896+18.5% | 加碼 |