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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 1,783 | $58.2 萬 | 0.01% | +86+5.1% | 加碼 |
| QRG Capital Management, Inc. | 1,812 | $59.2 萬 | 0.01% | +134+8.0% | 加碼 |
| Summit Trail Advisors, LLC | 1,822 | $59.5 萬 | 0.02% | +1,822 | 新進 |
| Winton Group Ltd | 1,851 | $60.4 萬 | 0.04% | −971−34.4% | 減碼 |
| Fiduciary Trust Co | 1,860 | $60.7 萬 | 0.01% | +127+7.3% | 加碼 |
| Fortis Capital Advisors, LLC | 2,722 | $61.1 萬 | 0.21% | +2,722 | 新進 |
| Hunting Hill Global Capital, LLC | 1,871 | $61.1 萬 | 0.27% | 00.0% | 不變 |
| XML Financial, LLC | 1,873 | $61.1 萬 | 0.06% | −405−17.8% | 減碼 |
| CWM, LLC | 1,876 | $61.2 萬 | 0.00% | +818+77.3% | 加碼 |
| Bessemer Group Inc | 1,886 | $61.5 萬 | 0.00% | +284+17.7% | 加碼 |
| Centiva Capital, LP | 1,904 | $62.2 萬 | 0.02% | −8,963−82.5% | 減碼 |
| Snowden Capital Advisors LLC | 1,922 | $62.8 萬 | 0.02% | +707+58.2% | 加碼 |
| Advisor OS, LLC | 1,946 | $63.6 萬 | 0.07% | −1,527−44.0% | 減碼 |
| Concorde Asset Management, LLC | 1,986 | $64.8 萬 | 0.34% | −181−8.4% | 減碼 |
| Avantax Advisory Services, Inc. | 1,989 | $65.0 萬 | 0.00% | −544−21.5% | 減碼 |
| Oak Thistle LLC | 1,991 | $65.0 萬 | 0.19% | +1,094+122.0% | 加碼 |
| WJ Wealth Management, LLC | 2,000 | $65.3 萬 | 0.22% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 2,061 | $67.3 萬 | 0.02% | −400−16.3% | 減碼 |
| Vontobel Holding Ltd. | 2,062 | $67.3 萬 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 2,080 | $67.9 萬 | 0.01% | +174+9.1% | 加碼 |
| Venturi Wealth Management, LLC | 2,092 | $68.3 萬 | 0.03% | +19+0.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 2,100 | $68.6 萬 | 0.02% | −1,200−36.4% | 減碼 |
| Nisa Investment Advisors, LLC | 2,178 | $71.1 萬 | 0.00% | +1,368+168.9% | 加碼 |
| Root Financial Partners, LLC | 2,191 | $71.5 萬 | 0.09% | −14−0.6% | 減碼 |
| Allstate Corp | 2,204 | $72.0 萬 | 0.02% | +2,204 | 新進 |
| Stratos Wealth Partners, LTD. | 2,247 | $73.4 萬 | 0.01% | −395−15.0% | 減碼 |
| Greenline Partners, LLC | 2,266 | $74.0 萬 | 0.10% | 00.0% | 不變 |
| London Co of Virginia | 2,270 | $74.1 萬 | 0.00% | 00.0% | 不變 |
| Hallmark Capital Management Inc | 2,319 | $75.7 萬 | 0.06% | +334+16.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 2,344 | $76.5 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 2,362 | $77.1 萬 | 0.00% | −216−8.4% | 減碼 |
| HighPoint Advisor Group LLC | 2,147 | $77.8 萬 | 0.04% | −352−14.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,404 | $78.5 萬 | 0.01% | −4−0.2% | 減碼 |
| Everpar Advisors LLC | 2,432 | $79.4 萬 | 0.40% | +3+0.1% | 加碼 |
| Voloridge Investment Management, LLC | 2,446 | $79.9 萬 | 0.00% | +2,446 | 新進 |
| GWM Advisors LLC | 2,470 | $80.7 萬 | 0.00% | −1,707−40.9% | 減碼 |
| Ritholtz Wealth Management | 2,475 | $80.8 萬 | 0.02% | −52−2.1% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,479 | $80.9 萬 | 0.03% | +63+2.6% | 加碼 |
| Parallel Advisors, LLC | 2,479 | $80.9 萬 | 0.02% | +54+2.2% | 加碼 |
| MONECO Advisors, LLC | 2,480 | $81.0 萬 | 0.09% | +113+4.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,516 | $82.1 萬 | 0.00% | +389+18.3% | 加碼 |
| Ieq Capital, LLC | 2,521 | $82.3 萬 | 0.01% | +329+15.0% | 加碼 |
| Belpointe Asset Management LLC | 3,691 | $82.8 萬 | 0.05% | +3,691 | 新進 |
| Thrivent Financial for Lutherans | 2,675 | $84.3 萬 | 0.00% | −33−1.2% | 減碼 |
| Wealthfront Advisers LLC | 2,648 | $86.5 萬 | 0.00% | +56+2.2% | 加碼 |
| Moran Wealth Management, LLC | 2,722 | $88.9 萬 | 0.03% | −85−3.0% | 減碼 |
| Schechter Investment Advisors, LLC | 2,761 | $90.1 萬 | 0.07% | +1,655+149.6% | 加碼 |
| Proequities, Inc. | 2,555 | $91.2 萬 | 0.05% | −8−0.3% | 減碼 |
| MAI Capital Management | 2,827 | $92.3 萬 | 0.01% | +151+5.6% | 加碼 |
| Vestcor Inc | 2,838 | $92.7 萬 | 0.03% | +1,262+80.1% | 加碼 |
| Gateway Investment Advisers LLC | 2,871 | $93.7 萬 | 0.01% | −1,019−26.2% | 減碼 |
| Impact Capital Partners LLC | 2,883 | $94.1 萬 | 0.33% | +2,883 | 新進 |
| Mutual of America Capital Management LLC | 2,926 | $95.5 萬 | 0.01% | −1,462−33.3% | 減碼 |
| Mercer Global Advisors Inc | 2,934 | $95.8 萬 | 0.00% | −384−11.6% | 減碼 |
| AE Wealth Management LLC | 3,027 | $98.8 萬 | 0.01% | +1,705+129.0% | 加碼 |
| IHT Wealth Management, LLC | 3,061 | $99.9 萬 | 0.03% | −350−10.3% | 減碼 |
| SkyView Investment Advisors, LLC | 3,068 | $100.2 萬 | 0.16% | −1,767−36.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 3,103 | $101.3 萬 | 0.01% | −58−1.8% | 減碼 |
| Generali Asset Management SPA SGR | 3,159 | $103.1 萬 | 0.03% | +3,159 | 新進 |
| Old National Bancorp | 3,206 | $104.7 萬 | 0.02% | +176+5.8% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 3,219 | $105.1 萬 | 0.24% | 00.0% | 不變 |
| Schroder Investment Management Group | 3,237 | $105.7 萬 | 0.00% | −843−20.7% | 減碼 |
| CIBC Asset Management Inc | 3,301 | $107.8 萬 | 0.00% | +552+20.1% | 加碼 |
| Shelton Wealth Management, LLC | 3,322 | $108.5 萬 | 0.60% | +3,322 | 新進 |
| Yarbrough Capital, LLC | 3,361 | $109.7 萬 | 0.04% | 00.0% | 不變 |
| CIBC World Markets Corp | 3,383 | $110.5 萬 | 0.01% | −970−22.3% | 減碼 |
| Independent Advisor Alliance | 3,463 | $113.1 萬 | 0.01% | −1,239−26.4% | 減碼 |
| Aureus Asset Management, LLC | 3,505 | $114.4 萬 | 0.07% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 3,518 | $114.9 萬 | 0.01% | −1,563−30.8% | 減碼 |
| Vident Advisory, LLC | 3,526 | $115.1 萬 | 0.02% | +1,294+58.0% | 加碼 |
| Fieldview Capital Management, LLC | 3,532 | $115.3 萬 | 0.18% | +3,532 | 新進 |
| Mackenzie Financial Corp | 3,639 | $118.8 萬 | 0.00% | −50−1.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 3,648 | $119.1 萬 | 0.02% | −4,555−55.5% | 減碼 |
| Toroso Investments, LLC | 3,656 | $119.4 萬 | 0.01% | −4,006−52.3% | 減碼 |
| Chiron Investment Management, LLC | 3,687 | $120.4 萬 | 0.40% | +3,687 | 新進 |
| Mount Yale Investment Advisors, LLC | 3,693 | $120.6 萬 | 0.10% | +972+35.7% | 加碼 |
| Scientech Research LLC | 3,698 | $120.7 萬 | 0.34% | +3,698 | 新進 |
| Prossimo Advisors, LLC | 3,785 | $123.6 萬 | 0.89% | +1,550+69.4% | 加碼 |
| Integrated Wealth Concepts LLC | 3,792 | $123.8 萬 | 0.01% | −315−7.7% | 減碼 |
| Park Avenue Securities LLC | 3,849 | $125.7 萬 | 0.01% | +210+5.8% | 加碼 |
| CAPROCK Group, Inc. | 3,879 | $126.7 萬 | 0.04% | +1,093+39.2% | 加碼 |
| Sumitomo Life Insurance Co | 3,882 | $126.8 萬 | 0.02% | −150−3.7% | 減碼 |
| Colony Group, LLC | 3,887 | $126.9 萬 | 0.00% | +473+13.9% | 加碼 |
| Maryland State Retirement & Pension System | 3,974 | $129.8 萬 | 0.03% | −279−6.6% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 4,126 | $134.7 萬 | 0.00% | +4,126 | 新進 |
| LVW Advisors, LLC | 4,171 | $136.2 萬 | 0.17% | +83+2.0% | 加碼 |
| Ostrum Asset Management | 4,188 | $136.7 萬 | 0.12% | −3,419−44.9% | 減碼 |
| Creative Planning | 4,237 | $138.3 萬 | 0.00% | +480+12.8% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,343 | $141.8 萬 | 0.00% | −1,316−23.3% | 減碼 |
| Brinker Capital Investments, LLC | 4,441 | $145.0 萬 | 0.01% | +757+20.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 4,441 | $145.0 萬 | 0.01% | +757+20.5% | 加碼 |
| Retireful, LLC | 4,460 | $145.6 萬 | 0.82% | +4,460 | 新進 |
| Avanza Fonder AB | 4,473 | $146.0 萬 | 0.04% | +4,473 | 新進 |
| MetLife Investment Management | 4,589 | $149.8 萬 | 0.01% | −104−2.2% | 減碼 |
| Crawford Investment Counsel Inc | 4,611 | $150.6 萬 | 0.03% | +123+2.7% | 加碼 |
| M&T Bank Corp | 4,708 | $153.7 萬 | 0.01% | +281+6.3% | 加碼 |
| Fulton Bank, N.A. | 4,847 | $158.3 萬 | 0.06% | +641+15.2% | 加碼 |
| Bleakley Financial Group, LLC | 4,857 | $158.6 萬 | 0.05% | −30−0.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 4,897 | $159.9 萬 | 0.00% | +909+22.8% | 加碼 |
| Ethic Inc. | 4,920 | $160.7 萬 | 0.03% | −237−4.6% | 減碼 |