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 |
|---|---|---|---|---|---|
| WMS Partners, LLC | 5,005 | $163.4 萬 | 0.09% | +5+0.1% | 加碼 |
| Kestra Advisory Services, LLC | 5,070 | $165.5 萬 | 0.01% | −944−15.7% | 減碼 |
| Future Fund LLC | 5,190 | $169.5 萬 | 4.84% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 5,275 | $172.2 萬 | 0.18% | 00.0% | 不變 |
| First Hawaiian Bank | 5,293 | $172.8 萬 | 0.06% | +1,715+47.9% | 加碼 |
| Gabelli Funds LLC | 5,293 | $172.8 萬 | 0.01% | +1,793+51.2% | 加碼 |
| Versor Investments LP | 5,614 | $183.3 萬 | 0.32% | +5,614 | 新進 |
| Stenger Family Office, LLC | 5,625 | $183.7 萬 | 0.62% | +5,625 | 新進 |
| Kovitz Investment Group Partners, LLC | 5,628 | $184.2 萬 | 0.01% | −21−0.4% | 減碼 |
| Amalgamated Bank | 5,662 | $184.9 萬 | 0.02% | +69+1.2% | 加碼 |
| TrinityPoint Wealth, LLC | 5,689 | $185.8 萬 | 0.26% | +84+1.5% | 加碼 |
| Yorktown Management & Research Co Inc | 5,690 | $185.8 萬 | 1.79% | 00.0% | 不變 |
| Prudential PLC | 5,757 | $188.0 萬 | 0.01% | +3,010+109.6% | 加碼 |
| Credit Agricole S A | 5,851 | $191.0 萬 | 0.01% | +701+13.6% | 加碼 |
| Verition Fund Management LLC | 5,890 | $192.3 萬 | 0.01% | +2,910+97.7% | 加碼 |
| Commonwealth Equity Services, LLC | 5,894 | $192.4 萬 | 0.00% | −64−1.1% | 減碼 |
| Tredje AP-fonden | 5,945 | $194.1 萬 | 0.02% | −5,944−50.0% | 減碼 |
| Oliver Luxxe Assets LLC | 8,373 | $194.8 萬 | 0.35% | 00.0% | 不變 |
| Pitcairn Co | 5,987 | $195.5 萬 | 0.12% | −257−4.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 6,071 | $198.2 萬 | 0.05% | −51−0.8% | 減碼 |
| Dana Investment Advisors, Inc. | 6,149 | $200.8 萬 | 0.07% | +625+11.3% | 加碼 |
| Dynasty Wealth Management, LLC | 6,165 | $201.3 萬 | 0.03% | +2,283+58.8% | 加碼 |
| Diversified Trust Co | 6,237 | $203.6 萬 | 0.05% | +25+0.4% | 加碼 |
| Candriam Luxembourg S.C.A. | 6,339 | $207.0 萬 | 0.01% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 6,390 | $208.6 萬 | 0.00% | +149+2.4% | 加碼 |
| Nordea Investment Management AB | 6,416 | $209.4 萬 | 0.00% | +285+4.6% | 加碼 |
| Donoghue Forlines LLC | 6,463 | $211.0 萬 | 0.71% | +6,463 | 新進 |
| Sterling Group Wealth Management, LLC | 6,565 | $214.4 萬 | 1.11% | −64−1.0% | 減碼 |
| Walleye Trading LLC | 6,731 | $219.8 萬 | 0.04% | −284−4.0% | 減碼 |
| JustInvest LLC | 6,774 | $221.2 萬 | 0.03% | +547+8.8% | 加碼 |
| Intech Investment Management LLC | 6,813 | $222.5 萬 | 0.02% | −85,186−92.6% | 減碼 |
| King Luther Capital Management Corp | 6,843 | $223.4 萬 | 0.01% | +65+1.0% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 6,884 | $224.8 萬 | 0.10% | −14,690−68.1% | 減碼 |
| Voleon Capital Management LP | 6,960 | $227.3 萬 | 0.17% | +6,960 | 新進 |
| Advisor Group Holdings, Inc. | 7,008 | $228.8 萬 | 0.01% | −2,072−22.8% | 減碼 |
| James Investment Research Inc | 7,181 | $234.5 萬 | 0.28% | −94−1.3% | 減碼 |
| Gradient Investments LLC | 7,259 | $237.0 萬 | 0.05% | −441−5.7% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 7,377 | $240.9 萬 | 0.21% | −1,257−14.6% | 減碼 |
| Integrated Investment Consultants, LLC | 7,465 | $243.7 萬 | 0.50% | +262+3.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 7,465 | $243.8 萬 | 0.00% | −266−3.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 7,468 | $243.8 萬 | 0.01% | −235−3.1% | 減碼 |
| Garrett Investment Advisors LLC | 7,528 | $245.8 萬 | 0.24% | −444−5.6% | 減碼 |
| Swiss Life Asset Management Ltd | 7,552 | $246.2 萬 | 0.02% | +5,553+277.8% | 加碼 |
| Lazard Asset Management LLC | 7,582 | $247.5 萬 | 0.00% | −5,326−41.3% | 減碼 |
| Omers Administration Corp | 7,640 | $249.5 萬 | 0.02% | −2,477−24.5% | 減碼 |
| HM Payson & Co | 7,812 | $255.1 萬 | 0.04% | −689−8.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 7,929 | $258.9 萬 | 0.00% | +512+6.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 8,025 | $267.6 萬 | 0.00% | −4,977−38.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 8,233 | $269.2 萬 | 0.01% | +316+4.0% | 加碼 |
| F/M Investments LLC | 8,268 | $270.0 萬 | 0.10% | −670−7.5% | 減碼 |
| Bridgeway Capital Management, LLC | 8,310 | $271.3 萬 | 0.06% | −3,010−26.6% | 減碼 |
| Caldwell Trust Co | 8,412 | $274.7 萬 | 0.29% | −125−1.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 8,247 | $274.8 萬 | 0.03% | +2,136+35.0% | 加碼 |
| Baird Financial Group, Inc. | 8,438 | $275.5 萬 | 0.01% | +693+8.9% | 加碼 |
| Engineers Gate Manager LP | 8,553 | $279.3 萬 | 0.05% | −11,741−57.9% | 減碼 |
| Flynn Zito Capital Management, LLC | 8,634 | $281.9 萬 | 1.31% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 8,718 | $286.0 萬 | 0.01% | 00.0% | 不變 |
| Laurion Capital Management LP | 8,887 | $290.2 萬 | 0.18% | 00.0% | 不變 |
| FJ Capital Management LLC | 8,946 | $292.1 萬 | 0.34% | +8,946 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9,125 | $298.4 萬 | 0.09% | −6,676−42.3% | 減碼 |
| Nissay Asset Management Corp | 9,169 | $304.3 萬 | 0.02% | −15−0.2% | 減碼 |
| Beacon Investment Advisors LLC | 9,334 | $304.8 萬 | 1.43% | +30.0% | 加碼 |
| Greenleaf Trust | 9,345 | $305.1 萬 | 0.03% | +22+0.2% | 加碼 |
| Cerity Partners LLC | 11,848 | $313.4 萬 | 0.01% | +802+7.3% | 加碼 |
| Anchor Investment Management, LLC | 9,697 | $316.6 萬 | 0.30% | +28+0.3% | 加碼 |
| Toronto Dominion Bank | 9,774 | $319.1 萬 | 0.01% | −36,858−79.0% | 減碼 |
| First Trust Advisors LP | 10,023 | $327.3 萬 | 0.00% | −981,006−99.0% | 減碼 |
| Retirement Capital Strategies | 10,041 | $327.8 萬 | 1.24% | 00.0% | 不變 |
| Banco BTG Pactual S.A. | 10,000 | $328.0 萬 | 0.77% | −23,015−69.7% | 減碼 |
| Hennessy Advisors Inc | 10,700 | $349.4 萬 | 0.10% | −700−6.1% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 10,821 | $353.3 萬 | 0.03% | +10,821 | 新進 |
| PEAK6 LLC | 11,129 | $363.4 萬 | 0.14% | +11,129 | 新進 |
| United Asset Strategies, Inc. | 11,211 | $366.1 萬 | 0.34% | −25−0.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,520 | $376.1 萬 | 0.01% | −48,926−80.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 11,802 | $385.4 萬 | 0.01% | −607−4.9% | 減碼 |
| Two Sigma Investments, LP | 11,930 | $389.5 萬 | 0.01% | −12,906−52.0% | 減碼 |
| Cobalt Capital Management, Inc. | 12,000 | $391.8 萬 | 1.63% | −28,000−70.0% | 減碼 |
| TT International Asset Management LTD | 12,043 | $393.2 萬 | 0.57% | +777+6.9% | 加碼 |
| Empowered Funds, LLC | 12,115 | $395.6 萬 | 0.06% | −2,170−15.2% | 減碼 |
| Utah Retirement Systems | 12,317 | $402.2 萬 | 0.04% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 12,351 | $403.3 萬 | 0.12% | −3,255−20.9% | 減碼 |
| Headlands Technologies LLC | 12,369 | $403.9 萬 | 0.41% | −16,757−57.5% | 減碼 |
| Cornerstone Wealth Management, LLC | 12,450 | $406.5 萬 | 0.27% | −253−2.0% | 減碼 |
| CIBC World Markets Inc. | 12,582 | $410.8 萬 | 0.01% | −12−0.1% | 減碼 |
| TD Private Client Wealth LLC | 12,592 | $411.1 萬 | 0.11% | +513+4.2% | 加碼 |
| Mariner, LLC | 12,611 | $411.7 萬 | 0.01% | +39+0.3% | 加碼 |
| Silvant Capital Management LLC | 12,746 | $416.2 萬 | 0.17% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 12,858 | $419.8 萬 | 0.02% | −2,983−18.8% | 減碼 |
| DnB Asset Management AS | 12,944 | $422.6 萬 | 0.02% | +310+2.5% | 加碼 |
| Whittier Trust Co of Nevada Inc | 12,965 | $423.3 萬 | 0.10% | +633+5.1% | 加碼 |
| Sterling Capital Management LLC | 13,003 | $424.6 萬 | 0.06% | +491+3.9% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 13,202 | $431.1 萬 | 0.00% | −12,887−49.4% | 減碼 |
| KBC Group NV | 13,226 | $431.9 萬 | 0.01% | +2,996+29.3% | 加碼 |
| Federated Hermes, Inc. | 13,587 | $443.6 萬 | 0.01% | +20.0% | 加碼 |
| Shepherd Financial Partners LLC | 13,755 | $449.1 萬 | 0.54% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 14,147 | $461.9 萬 | 0.06% | −1,092−7.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 14,182 | $463.1 萬 | 0.04% | +1,356+10.6% | 加碼 |
| British Columbia Investment Management Corp | 14,315 | $467.4 萬 | 0.03% | +1,849+14.8% | 加碼 |
| Xponance, Inc. | 14,429 | $471.1 萬 | 0.04% | +1,363+10.4% | 加碼 |
| Cetera Investment Advisers | 14,653 | $478.4 萬 | 0.01% | +201+1.4% | 加碼 |