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 |
|---|---|---|---|---|---|
| Tybourne Capital Management (HK) Ltd | 77,285 | $2,523 萬 | 6.33% | −95,415−55.2% | 減碼 |
| Castle Hook Partners LP | 76,135 | $2,486 萬 | 0.53% | +76,135 | 新進 |
| Susquehanna Fundamental Investments, LLC | 74,696 | $2,439 萬 | 0.41% | +74,696 | 新進 |
| Danske Bank A/S | 73,260 | $2,392 萬 | 0.07% | −4,246−5.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 73,092 | $2,387 萬 | 0.05% | −2,607−3.4% | 減碼 |
| Westwood Holdings Group Inc. | 70,276 | $2,295 萬 | 0.18% | +11,844+20.3% | 加碼 |
| NewEdge Wealth, LLC | 68,791 | $2,246 萬 | 0.39% | −878−1.3% | 減碼 |
| Cinctive Capital Management LP | 68,701 | $2,243 萬 | 1.21% | +35,843+109.1% | 加碼 |
| Trillium Asset Management, LLC | 68,376 | $2,233 萬 | 0.58% | −1,934−2.8% | 減碼 |
| Principal Financial Group Inc | 66,869 | $2,183 萬 | 0.01% | +41,451+163.1% | 加碼 |
| Fort Washington Investment Advisors Inc | 66,065 | $2,157 萬 | 0.13% | −1,401−2.1% | 減碼 |
| Russell Investments Group, Ltd. | 65,730 | $2,146 萬 | 0.03% | −29,507−31.0% | 減碼 |
| Bridgewater Associates, LP | 64,884 | $2,119 萬 | 0.10% | +29,036+81.0% | 加碼 |
| Rivermont Capital Management LP | 60,062 | $1,961 萬 | 7.39% | +60,062 | 新進 |
| Kames Capital plc | 60,041 | $1,960 萬 | 0.26% | −2,301−3.7% | 減碼 |
| Bank of Montreal | 59,910 | $1,956 萬 | 0.01% | +19,126+46.9% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 54,459 | $1,900 萬 | 1.46% | −15,272−21.9% | 減碼 |
| Mawer Investment Management Ltd. | 58,010 | $1,894 萬 | 0.09% | +14,994+34.9% | 加碼 |
| Tudor Investment Corp Et Al | 57,432 | $1,875 萬 | 0.20% | +33,194+137.0% | 加碼 |
| Picton Mahoney Asset Management | 57,268 | $1,870 萬 | 0.71% | +56,668+9,444.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54,631 | $1,820 萬 | 0.02% | +4,869+9.8% | 加碼 |
| Natixis Advisors, L.P. | 55,367 | $1,808 萬 | 0.03% | +1,553+2.9% | 加碼 |
| Teca Partners, LP | 52,875 | $1,726 萬 | 11.00% | +37,814+251.1% | 加碼 |
| Barclays PLC | 52,485 | $1,714 萬 | 0.01% | −63,282−54.7% | 減碼 |
| Susquehanna International Group, LLP | 51,972 | $1,697 萬 | 0.03% | −16,928−24.6% | 減碼 |
| Royal London Asset Management Ltd | 51,068 | $1,667 萬 | 0.04% | −474−0.9% | 減碼 |
| Thornburg Investment Management Inc | 50,649 | $1,654 萬 | 0.22% | +30.0% | 加碼 |
| Treasurer of the State of North Carolina | 50,254 | $1,641 萬 | 0.06% | −700−1.4% | 減碼 |
| Qube Research & Technologies Ltd | 48,992 | $1,600 萬 | 0.03% | −199,671−80.3% | 減碼 |
| Winmill & Co. Inc | 48,860 | $1,595 萬 | 5.16% | 00.0% | 不變 |
| Korea Investment CORP | 48,651 | $1,589 萬 | 0.04% | −15,195−23.8% | 減碼 |
| Pictet Asset Management Holding SA | 47,970 | $1,566 萬 | 0.02% | +7,042+17.2% | 加碼 |
| Ensign Peak Advisors, Inc | 47,764 | $1,560 萬 | 0.03% | −9,320−16.3% | 減碼 |
| Great West Life Assurance Co | 46,808 | $1,528 萬 | 0.03% | −773−1.6% | 減碼 |
| Aviva PLC | 45,146 | $1,474 萬 | 0.04% | −35,721−44.2% | 減碼 |
| 2Xideas AG | 45,071 | $1,472 萬 | 1.97% | +17,563+63.8% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 44,084 | $1,439 萬 | 0.51% | +41,866+1,887.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 43,387 | $1,417 萬 | 0.03% | −11,190−20.5% | 減碼 |
| Jane Street Group, LLC | 43,341 | $1,415 萬 | 0.02% | +36,155+503.1% | 加碼 |
| AQR Capital Management LLC | 43,082 | $1,407 萬 | 0.02% | −21,802−33.6% | 減碼 |
| Lighthouse Investment Partners, LLC | 42,987 | $1,404 萬 | 0.54% | +42,987 | 新進 |
| APG Asset Management N.V. | 44,500 | $1,403 萬 | 0.04% | +39,500+790.0% | 加碼 |
| State of Wisconsin Investment Board | 42,339 | $1,382 萬 | 0.04% | −2,272−5.1% | 減碼 |
| New York State Common Retirement Fund | 42,141 | $1,376 萬 | 0.02% | −2,500−5.6% | 減碼 |
| Logan Capital Management Inc | 41,233 | $1,346 萬 | 0.56% | −2,947−6.7% | 減碼 |
| Channing Capital Management, LLC | 40,558 | $1,324 萬 | 0.35% | +8,741+27.5% | 加碼 |
| Brandywine Global Investment Management, LLC | 38,568 | $1,259 萬 | 0.09% | −3,550−8.4% | 減碼 |
| ArrowMark Colorado Holdings LLC | 38,256 | $1,249 萬 | 0.17% | +5,000+15.0% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 36,615 | $1,196 萬 | 0.19% | +36,615 | 新進 |
| Pathstone Holdings, LLC | 36,610 | $1,195 萬 | 0.05% | +276+0.8% | 加碼 |
| Walleye Capital LLC | 35,659 | $1,164 萬 | 0.11% | +15,747+79.1% | 加碼 |
| Lynwood Price Capital Management LP | 35,500 | $1,159 萬 | 7.99% | +35,500 | 新進 |
| Reinhart Partners, Inc. | 35,404 | $1,156 萬 | 0.44% | −91,353−72.1% | 減碼 |
| CI Private Wealth, LLC | 34,972 | $1,142 萬 | 0.02% | +1,180+3.5% | 加碼 |
| Janney Montgomery Scott LLC | 34,398 | $1,123 萬 | 0.03% | −1,841−5.1% | 減碼 |
| Victory Capital Management Inc | 34,223 | $1,117 萬 | 0.01% | −85,732−71.5% | 減碼 |
| Van Eck Associates Corp | 33,794 | $1,103 萬 | 0.01% | −2,586−7.1% | 減碼 |
| Voya Investment Management LLC | 33,122 | $1,081 萬 | 0.01% | −4,565−12.1% | 減碼 |
| Interval Partners, LP | 32,024 | $1,046 萬 | 0.27% | −46,722−59.3% | 減碼 |
| Asset Management One Co.,Ltd. | 31,360 | $1,041 萬 | 0.04% | +556+1.8% | 加碼 |
| Icon Advisers Inc | 31,483 | $1,028 萬 | 2.32% | −1,100−3.4% | 減碼 |
| Assenagon Asset Management S.A. | 31,209 | $1,019 萬 | 0.02% | +1,383+4.6% | 加碼 |
| Point72 Europe (London) LLP | 30,996 | $1,012 萬 | 0.58% | −6,280−16.8% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 30,000 | $979.5 萬 | 0.02% | +30,000 | 新進 |
| Mn Services Vermogensbeheer B.V. | 29,800 | $973.0 萬 | 0.07% | +700+2.4% | 加碼 |
| Citigroup Inc | 28,933 | $944.7 萬 | 0.01% | −8,356−22.4% | 減碼 |
| Iridian Asset Management LLC | 28,902 | $943.7 萬 | 2.51% | −53,932−65.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 27,979 | $913.5 萬 | 0.01% | −34,068−54.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,738 | $905.7 萬 | 0.03% | +524+1.9% | 加碼 |
| Diamond Hill Capital Management Inc | 27,408 | $894.9 萬 | 0.04% | +27,408 | 新進 |
| State of New Jersey Common Pension Fund D | 27,328 | $892.3 萬 | 0.04% | −80−0.3% | 減碼 |
| Strategic Global Advisors, LLC | 26,655 | $870.3 萬 | 1.59% | +1,054+4.1% | 加碼 |
| Private Advisor Group, LLC | 26,365 | $860.8 萬 | 0.05% | −733−2.7% | 減碼 |
| Public Employees Retirement System of Ohio | 26,278 | $858.0 萬 | 0.03% | −1,481−5.3% | 減碼 |
| KLP Kapitalforvaltning AS | 26,100 | $852.2 萬 | 0.04% | +26,100 | 新進 |
| Poplar Forest Capital LLC | 26,011 | $849.3 萬 | 1.56% | −7,300−21.9% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 24,045 | $785.1 萬 | 0.04% | +24,045 | 新進 |
| Whittier Trust Co | 23,837 | $778.3 萬 | 0.10% | +1,053+4.6% | 加碼 |
| Brant Point Investment Management LLC | 23,316 | $761.3 萬 | 1.81% | −1,650−6.6% | 減碼 |
| Resona Asset Management Co.,Ltd. | 22,494 | $736.0 萬 | 0.04% | −987−4.2% | 減碼 |
| Swedbank AB | 22,487 | $734.2 萬 | 0.01% | +6,058+36.9% | 加碼 |
| Teacher Retirement System of Texas | 22,370 | $730.4 萬 | 0.03% | −25,132−52.9% | 減碼 |
| Arizona State Retirement System | 21,690 | $708.2 萬 | 0.04% | +286+1.3% | 加碼 |
| Pinebridge Investments, L.P. | 21,451 | $700.4 萬 | 0.05% | +21,451 | 新進 |
| Blair William & Co | 21,356 | $697.3 萬 | 0.02% | −1,766−7.6% | 減碼 |
| Nomura Asset Management Co Ltd | 21,328 | $696.4 萬 | 0.02% | −154−0.7% | 減碼 |
| Bullseye Asset Management LLC | 21,248 | $693.7 萬 | 3.26% | −279−1.3% | 減碼 |
| Winthrop Advisory Group LLC | 20,954 | $684.2 萬 | 0.82% | +151+0.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 20,925 | $683.2 萬 | 0.24% | +577+2.8% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 20,892 | $682.1 萬 | 0.01% | +20,892 | 新進 |
| HRT Financial LP | 20,801 | $679.1 萬 | 0.04% | +20,801 | 新進 |
| KWB Wealth | 28,294 | $658.2 萬 | 0.82% | −169−0.6% | 減碼 |
| Tobam | 20,133 | $657.4 萬 | 2.01% | −21,941−52.1% | 減碼 |
| US Bancorp | 20,094 | $656.2 萬 | 0.01% | −193−1.0% | 減碼 |
| Kennedy Capital Management, Inc. | 20,030 | $654.0 萬 | 0.15% | +111+0.6% | 加碼 |
| Crestline Management, LP | 19,783 | $645.9 萬 | 0.22% | +3,117+18.7% | 加碼 |
| Capital World Investors | 19,254 | $628.7 萬 | 0.00% | +1,447+8.1% | 加碼 |
| Handelsbanken Fonder AB | 19,181 | $626.3 萬 | 0.02% | −500−2.5% | 減碼 |
| Argent Capital Management LLC | 19,147 | $625.2 萬 | 0.18% | +3,682+23.8% | 加碼 |
| Commerce Bank | 18,816 | $614.4 萬 | 0.04% | −1,729−8.4% | 減碼 |