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 |
|---|---|---|---|---|---|
| Allstate Corp | 2,204 | $72.0 萬 | 0.02% | +2,204 | 新進 |
| Root Financial Partners, LLC | 2,191 | $71.5 萬 | 0.09% | −14−0.6% | 減碼 |
| Nisa Investment Advisors, LLC | 2,178 | $71.1 萬 | 0.00% | +1,368+168.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 2,100 | $68.6 萬 | 0.02% | −1,200−36.4% | 減碼 |
| Venturi Wealth Management, LLC | 2,092 | $68.3 萬 | 0.03% | +19+0.9% | 加碼 |
| Advisors Asset Management, Inc. | 2,080 | $67.9 萬 | 0.01% | +174+9.1% | 加碼 |
| Vontobel Holding Ltd. | 2,062 | $67.3 萬 | 0.00% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 2,061 | $67.3 萬 | 0.02% | −400−16.3% | 減碼 |
| WJ Wealth Management, LLC | 2,000 | $65.3 萬 | 0.22% | 00.0% | 不變 |
| Oak Thistle LLC | 1,991 | $65.0 萬 | 0.19% | +1,094+122.0% | 加碼 |
| Avantax Advisory Services, Inc. | 1,989 | $65.0 萬 | 0.00% | −544−21.5% | 減碼 |
| Concorde Asset Management, LLC | 1,986 | $64.8 萬 | 0.34% | −181−8.4% | 減碼 |
| Advisor OS, LLC | 1,946 | $63.6 萬 | 0.07% | −1,527−44.0% | 減碼 |
| Snowden Capital Advisors LLC | 1,922 | $62.8 萬 | 0.02% | +707+58.2% | 加碼 |
| Centiva Capital, LP | 1,904 | $62.2 萬 | 0.02% | −8,963−82.5% | 減碼 |
| Bessemer Group Inc | 1,886 | $61.5 萬 | 0.00% | +284+17.7% | 加碼 |
| CWM, LLC | 1,876 | $61.2 萬 | 0.00% | +818+77.3% | 加碼 |
| XML Financial, LLC | 1,873 | $61.1 萬 | 0.06% | −405−17.8% | 減碼 |
| Hunting Hill Global Capital, LLC | 1,871 | $61.1 萬 | 0.27% | 00.0% | 不變 |
| Fortis Capital Advisors, LLC | 2,722 | $61.1 萬 | 0.21% | +2,722 | 新進 |
| Fiduciary Trust Co | 1,860 | $60.7 萬 | 0.01% | +127+7.3% | 加碼 |
| Winton Group Ltd | 1,851 | $60.4 萬 | 0.04% | −971−34.4% | 減碼 |
| Summit Trail Advisors, LLC | 1,822 | $59.5 萬 | 0.02% | +1,822 | 新進 |
| QRG Capital Management, Inc. | 1,812 | $59.2 萬 | 0.01% | +134+8.0% | 加碼 |
| Yousif Capital Management, LLC | 1,783 | $58.2 萬 | 0.01% | +86+5.1% | 加碼 |
| Davenport & Co LLC | 1,762 | $57.5 萬 | 0.00% | +53+3.1% | 加碼 |
| Applied Finance Capital Management, LLC | 1,757 | $57.4 萬 | 0.02% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 1,756 | $57.3 萬 | 0.03% | +1,756 | 新進 |
| Heritage Family Offices, LLP | 1,749 | $57.1 萬 | 0.29% | +22+1.3% | 加碼 |
| Lido Advisors, LLC | 1,739 | $56.8 萬 | 0.00% | +219+14.4% | 加碼 |
| Bridgefront Capital, LLC | 1,733 | $56.6 萬 | 0.19% | −153−8.1% | 減碼 |
| World Equity Group, Inc. | 1,720 | $56.1 萬 | 0.12% | +1,720 | 新進 |
| Gsa Capital Partners LLP | 1,718 | $56.1 萬 | 0.04% | −1,260−42.3% | 減碼 |
| Catalyst Capital Advisors LLC | 1,710 | $55.8 萬 | 0.01% | −842−33.0% | 減碼 |
| Advisory Services Network, LLC | 1,701 | $55.5 萬 | 0.01% | −8,562−83.4% | 減碼 |
| RSM US Wealth Management LLC | 1,698 | $55.5 萬 | 0.01% | +641+60.6% | 加碼 |
| Gibbs Wealth Management | 1,688 | $55.1 萬 | 0.15% | +263+18.5% | 加碼 |
| Sanchez Wealth Management Group | 1,686 | $55.1 萬 | 0.15% | +35+2.1% | 加碼 |
| Hamilton Capital Partners Inc. | 1,680 | $54.9 萬 | 0.04% | −873−34.2% | 減碼 |
| Prudential Financial Inc | 1,664 | $54.3 萬 | 0.00% | −6,209−78.9% | 減碼 |
| Oppenheimer & Co Inc | 1,652 | $53.9 萬 | 0.01% | +1,652 | 新進 |
| Nomura Holdings Inc | 1,649 | $53.8 萬 | 0.00% | −5,722−77.6% | 減碼 |
| Everence Capital Management Inc | 1,610 | $52.6 萬 | 0.03% | +1,610 | 新進 |
| Tower Research Capital LLC (TRC) | 1,606 | $52.4 萬 | 0.01% | −4,421−73.4% | 減碼 |
| Squarepoint Ops LLC | 1,600 | $52.2 萬 | 0.00% | −67,077−97.7% | 減碼 |
| UniSuper Management Pty Ltd | 1,600 | $52.2 萬 | 0.00% | −923−36.6% | 減碼 |
| Wedmont Private Capital | 1,578 | $52.1 萬 | 0.03% | +55+3.6% | 加碼 |
| Potentia Wealth | 1,577 | $51.5 萬 | 0.23% | +1,577 | 新進 |
| Pennsylvania Capital Management Inc | 1,575 | $51.4 萬 | 0.18% | 00.0% | 不變 |
| Farringdon Capital, Ltd. | 1,572 | $51.3 萬 | 0.21% | +1,572 | 新進 |
| Okabena Investment Services Inc | 1,570 | $51.3 萬 | 0.14% | +1,570 | 新進 |
| Magnolia Private Wealth, LLC | 1,551 | $50.6 萬 | 0.45% | +1,551 | 新進 |
| EverSource Wealth Advisors, LLC | 1,541 | $50.3 萬 | 0.03% | +11+0.7% | 加碼 |
| Riverpoint Wealth Management Holdings, LLC | 1,541 | $50.3 萬 | 0.13% | +2+0.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 1,514 | $49.4 萬 | 0.01% | −86−5.4% | 減碼 |
| Thoroughbred Financial Services, LLC | 1,504 | $49.1 萬 | 0.03% | +145+10.7% | 加碼 |
| Wealth Alliance | 1,483 | $48.4 萬 | 0.06% | +30+2.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 1,479 | $48.3 萬 | 0.00% | −411−21.7% | 減碼 |
| Shell Asset Management Co | 1,465 | $47.8 萬 | 0.02% | −254−14.8% | 減碼 |
| National Bank of Canada | 1,462 | $47.7 萬 | 0.00% | +1,097+300.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 1,449 | $47.3 萬 | 0.01% | +300+26.1% | 加碼 |
| Panagora Asset Management Inc | 1,432 | $46.8 萬 | 0.00% | −981−40.7% | 減碼 |
| Globeflex Capital L P | 1,420 | $46.4 萬 | 0.04% | −3,368−70.3% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,411 | $46.1 萬 | 0.03% | −2,139−60.3% | 減碼 |
| Spahn Wealth & Retirement LLC | 1,400 | $45.7 萬 | 0.30% | +1,400 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 1,379 | $45.0 萬 | 0.07% | +1,379 | 新進 |
| Corebridge Financial, Inc. | 1,373 | $44.8 萬 | 0.00% | −57−4.0% | 減碼 |
| Ironwood Investment Counsel, LLC | 1,370 | $44.7 萬 | 0.08% | −90−6.2% | 減碼 |
| Legacy Financial Group LLC | 1,366 | $44.6 萬 | 0.07% | +1,366 | 新進 |
| SFG Wealth Management, LLC. | 1,353 | $44.2 萬 | 0.23% | +14+1.0% | 加碼 |
| Signaturefd, LLC | 1,352 | $44.1 萬 | 0.01% | +41+3.1% | 加碼 |
| Axxcess Wealth Management, LLC | 1,337 | $43.6 萬 | 0.01% | −26−1.9% | 減碼 |
| Sagespring Wealth Partners, LLC | 1,334 | $43.6 萬 | 0.01% | +1,334 | 新進 |
| Petrus Trust Company, LTA | 1,319 | $43.1 萬 | 0.04% | +1,319 | 新進 |
| Los Angeles Capital Management LLC | 1,313 | $42.9 萬 | 0.00% | 00.0% | 不變 |
| Summit Investment Advisors, Inc. | 1,147 | $42.7 萬 | 0.38% | +1,147 | 新進 |
| HB Wealth Management, LLC | 1,304 | $42.6 萬 | 0.00% | +331+34.0% | 加碼 |
| BTG Pactual Asset Management US LLC | 1,300 | $42.4 萬 | 0.05% | +1,300 | 新進 |
| Northwest & Ethical Investments L.P. | 1,300 | $42.4 萬 | 0.01% | +1,300 | 新進 |
| Entropy Technologies, LP | 1,292 | $42.2 萬 | 0.04% | +1,292 | 新進 |
| Sequoia Financial Advisors, LLC | 1,243 | $40.6 萬 | 0.00% | +298+31.5% | 加碼 |
| DGS Capital Management, LLC | 1,241 | $40.5 萬 | 0.10% | −49−3.8% | 減碼 |
| Thrive Wealth Management, LLC | 1,236 | $40.4 萬 | 0.07% | −30−2.4% | 減碼 |
| Clearstead Advisors, LLC | 1,213 | $39.6 萬 | 0.01% | −340−21.9% | 減碼 |
| Impact Investors, Inc | 1,205 | $39.3 萬 | 0.31% | +1,205 | 新進 |
| United Capital Financial Advisers, LLC | 1,203 | $39.3 萬 | 0.00% | +31+2.6% | 加碼 |
| Moody Lynn & Lieberson, LLC | 1,200 | $39.2 萬 | 0.02% | 00.0% | 不變 |
| Bridges Investment Management Inc | 1,185 | $38.7 萬 | 0.01% | 00.0% | 不變 |
| Emerald Advisers, LLC | 1,179 | $38.5 萬 | 0.01% | −526−30.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,178 | $38.5 萬 | 0.00% | −8−0.7% | 減碼 |
| Archer Investment Corp | 1,169 | $38.2 萬 | 0.10% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 1,155 | $37.7 萬 | 0.24% | −5−0.4% | 減碼 |
| Merit Financial Group, LLC | 1,132 | $37.0 萬 | 0.01% | +50+4.6% | 加碼 |
| AXA S.A. | 1,131 | $36.9 萬 | 0.00% | −220−16.3% | 減碼 |
| Wetherby Asset Management Inc | 1,122 | $36.6 萬 | 0.02% | −140−11.1% | 減碼 |
| Coldstream Capital Management Inc | 1,113 | $36.3 萬 | 0.01% | −70−5.9% | 減碼 |
| Camden National Bank | 1,104 | $36.0 萬 | 0.05% | +1,104 | 新進 |
| State of Michigan Retirement System | 1,100 | $35.9 萬 | 0.00% | −300−21.4% | 減碼 |
| RiverGlades Family Offices LLC | 1,100 | $35.9 萬 | 0.26% | 00.0% | 不變 |
| ProShare Advisors LLC | 1,100 | $35.9 萬 | 0.00% | +98+9.8% | 加碼 |