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。
2025 年第 1 季 13F 持有人
LPL Financial Holdings Inc. 在 2025/3/31 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
- 788
- 較 2024 年第 4 季 +73 家
- 持有股數
- 7,796 萬
- 較 2024 年第 4 季 +691.9 萬 (+9.7%)
- 總市值
- $255.4 億
- 較 2024 年第 4 季 +$23.4 億 (+10.1%)
- 新進機構
- 130
- 另有 323 家加碼
- 清倉機構
- 57
- 另有 221 家減碼
另有 10 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,372,857 | $24.1 億 | 0.04% | +154,200+2.1% | 加碼 |
| BlackRock, Inc. | 4,750,079 | $15.5 億 | 0.03% | −16,466−0.3% | 減碼 |
| Boston Partners | 3,514,283 | $11.5 億 | 1.39% | −391,258−10.0% | 減碼 |
| FMR LLC | 3,165,458 | $10.4 億 | 0.07% | +206,735+7.0% | 加碼 |
| Janus Henderson Group PLC | 3,066,354 | $10.3 億 | 0.57% | +15,825+0.5% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,681,617 | $8.77 億 | 2.15% | +20,881+0.8% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,764,015 | $5.77 億 | 5.06% | −158,733−8.3% | 減碼 |
| WCM Investment Management, LLC | 1,635,354 | $5.51 億 | 1.42% | −6,261−0.4% | 減碼 |
| State Street Corp | 1,679,585 | $5.49 億 | 0.02% | +9,049+0.5% | 加碼 |
| Geode Capital Management, LLC | 1,560,478 | $5.10 億 | 0.04% | +100,536+6.9% | 加碼 |
| Dodge & Cox | 1,523,460 | $4.98 億 | 0.28% | +1,053,351+224.1% | 加碼 |
| Massachusetts Financial Services Co | 1,516,060 | $4.96 億 | 0.16% | +400,352+35.9% | 加碼 |
| Winslow Capital Management, LLC | 1,457,701 | $4.77 億 | 1.90% | +1,457,701 | 新進 |
| Samlyn Capital, LLC | 1,401,255 | $4.58 億 | 7.55% | −171,821−10.9% | 減碼 |
| JPMorgan Chase & Co | 1,304,780 | $4.27 億 | 0.03% | +105,665+8.8% | 加碼 |
| Morgan Stanley | 1,205,726 | $3.94 億 | 0.03% | +177,880+17.3% | 加碼 |
| Principal Financial Group Inc | 1,038,683 | $3.40 億 | 0.19% | +971,814+1,453.3% | 加碼 |
| Darlington Partners Capital Management, LP | 970,737 | $3.18 億 | 10.61% | +32,383+3.5% | 加碼 |
| Jennison Associates LLC | 959,371 | $3.14 億 | 0.22% | +851,115+786.2% | 加碼 |
| Norges Bank | 928,320 | $3.04 億 | 0.04% | −8,090−0.9% | 減碼 |
| Bank of America Corp | 923,690 | $3.02 億 | 0.03% | +586,631+174.0% | 加碼 |
| SurgoCap Partners LP | 906,442 | $2.97 億 | 14.65% | +197,172+27.8% | 加碼 |
| Egerton Capital (UK) LLP | 871,265 | $2.85 億 | 3.29% | +613,555+238.1% | 加碼 |
| Raymond James Financial Inc | 860,014 | $2.81 億 | 0.11% | −46,487−5.1% | 減碼 |
| Dimensional Fund Advisors LP | 842,939 | $2.76 億 | 0.07% | −3,128−0.4% | 減碼 |
| Westfield Capital Management Co LP | 830,099 | $2.72 億 | 1.32% | +124,180+17.6% | 加碼 |
| Alliancebernstein L.P. | 759,206 | $2.48 億 | 0.09% | +642,503+550.5% | 加碼 |
| TD Asset Management Inc | 681,885 | $2.23 億 | 0.21% | −159,334−18.9% | 減碼 |
| Marshall Wace, LLP | 677,236 | $2.22 億 | 0.30% | +173,060+34.3% | 加碼 |
| Clarkston Capital Partners, LLC | 674,227 | $2.21 億 | 4.35% | −198,056−22.7% | 減碼 |
| Wellington Management Group LLP | 658,593 | $2.15 億 | 0.04% | +507,923+337.1% | 加碼 |
| Third Point LLC大師第三點資本 | 625,000 | $2.04 億 | 3.21% | −30,000−4.6% | 減碼 |
| UBS Asset Management Americas Inc | 607,561 | $1.99 億 | 0.05% | +25,916+4.5% | 加碼 |
| Wells Fargo & Company | 595,845 | $1.95 億 | 0.05% | +91,257+18.1% | 加碼 |
| American Century Companies Inc | 588,800 | $1.93 億 | 0.12% | +99,220+20.3% | 加碼 |
| Epoch Investment Partners, Inc. | 585,566 | $1.92 億 | 0.99% | −140,006−19.3% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 539,104 | $1.76 億 | 1.57% | +6,700+1.3% | 加碼 |
| Eminence Capital, LP | 523,113 | $1.71 億 | 2.86% | −35,534−6.4% | 減碼 |
| Northern Trust Corp | 517,362 | $1.69 億 | 0.03% | +26,217+5.3% | 加碼 |
| Fairview Capital Investment Management, LLC | 469,958 | $1.54 億 | 8.15% | −8,044−1.7% | 減碼 |
| First Pacific Advisors, LP | 457,941 | $1.50 億 | 2.40% | −348−0.1% | 減碼 |
| Bank of New York Mellon Corp | 452,733 | $1.48 億 | 0.03% | +490.0% | 加碼 |
| Azora Capital LP | 442,434 | $1.45 億 | 9.82% | +26,249+6.3% | 加碼 |
| Agf Management Ltd | 437,444 | $1.43 億 | 0.76% | +2,388+0.5% | 加碼 |
| Southpoint Capital Advisors LP | 400,000 | $1.31 億 | 3.15% | −200,000−33.3% | 減碼 |
| Palestra Capital Management LLC | 399,210 | $1.31 億 | 5.26% | +70,924+21.6% | 加碼 |
| Junto Capital Management LP | 397,366 | $1.30 億 | 2.98% | −8,624−2.1% | 減碼 |
| Artisan Partners Limited Partnership | 389,730 | $1.27 億 | 0.21% | −28,143−6.7% | 減碼 |
| Envestnet Asset Management Inc | 384,482 | $1.26 億 | 0.04% | +50,558+15.1% | 加碼 |
| SEI Investments Co | 379,061 | $1.24 億 | 0.16% | +263,329+227.5% | 加碼 |
| Charles Schwab Investment Management Inc | 354,001 | $1.16 億 | 0.02% | +18,252+5.4% | 加碼 |
| Legal & General Group Plc | 344,079 | $1.13 億 | 0.03% | +37,161+12.1% | 加碼 |
| Ameriprise Financial Inc | 339,001 | $1.11 億 | 0.03% | −39,260−10.4% | 減碼 |
| Holocene Advisors, LP | 334,971 | $1.10 億 | 0.32% | +101,806+43.7% | 加碼 |
| Canada Pension Plan Investment Board | 329,607 | $1.08 億 | 0.10% | −30,971−8.6% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 329,178 | $1.08 億 | 0.23% | −68,418−17.2% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 320,780 | $1.05 億 | 1.89% | −266,941−45.4% | 減碼 |
| Macquarie Group Ltd | 297,130 | $9,720 萬 | 0.12% | +10,136+3.5% | 加碼 |
| HMI Capital Management, L.P. | 286,711 | $9,379 萬 | 5.11% | −114,532−28.5% | 減碼 |
| Price T Rowe Associates Inc | 279,850 | $9,155 萬 | 0.01% | +16,582+6.3% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 272,938 | $8,929 萬 | 1.17% | −3,403−1.2% | 減碼 |
| Hudson Bay Capital Management LP | 252,579 | $8,263 萬 | 0.52% | +66,644+35.8% | 加碼 |
| APG Asset Management N.V. | 257,260 | $7,791 萬 | 0.24% | +212,760+478.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 235,994 | $7,720 萬 | 0.07% | −11,620−4.7% | 減碼 |
| Alyeska Investment Group, L.P. | 228,371 | $7,471 萬 | 0.30% | −188,242−45.2% | 減碼 |
| Bridgewater Associates, LP | 222,873 | $7,291 萬 | 0.34% | +157,989+243.5% | 加碼 |
| UBS Group AG | 210,355 | $6,882 萬 | 0.02% | +24,185+13.0% | 加碼 |
| Goldman Sachs Group Inc | 209,126 | $6,841 萬 | 0.01% | +1,089+0.5% | 加碼 |
| Truist Financial Corp | 205,485 | $6,722 萬 | 0.11% | +13,332+6.9% | 加碼 |
| Employees Retirement System of Texas | 197,600 | $6,464 萬 | 0.59% | −33,900−14.6% | 減碼 |
| Stifel Financial Corp | 187,258 | $6,126 萬 | 0.07% | +21,967+13.3% | 加碼 |
| Captrust Financial Advisors | 186,742 | $6,109 萬 | 0.15% | −29,128−13.5% | 減碼 |
| Nuveen, LLC | 186,039 | $6,086 萬 | 0.02% | +186,039 | 新進 |
| D. E. Shaw & Co., Inc. | 178,183 | $5,829 萬 | 0.07% | −6,375−3.5% | 減碼 |
| Royal Bank of Canada | 175,855 | $5,753 萬 | 0.01% | +5,769+3.4% | 加碼 |
| Brown Brothers Harriman & Co | 175,487 | $5,741 萬 | 0.40% | +3,721+2.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 172,729 | $5,651 萬 | 0.04% | −295−0.2% | 減碼 |
| Franklin Resources Inc | 167,348 | $5,475 萬 | 0.02% | +15,029+9.9% | 加碼 |
| First Trust Advisors LP | 165,607 | $5,418 萬 | 0.05% | +155,584+1,552.3% | 加碼 |
| Bamco Inc | 165,251 | $5,406 萬 | 0.16% | +45,547+38.0% | 加碼 |
| Comerica Bank | 159,475 | $5,217 萬 | 0.22% | +33,931+27.0% | 加碼 |
| Deutsche Bank AG | 158,776 | $5,194 萬 | 0.02% | −16,285−9.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 147,478 | $4,938 萬 | 0.09% | +147,478 | 新進 |
| Standard Life Aberdeen plc | 138,019 | $4,536 萬 | 0.09% | −78,731−36.3% | 減碼 |
| California Public Employees Retirement System | 137,305 | $4,492 萬 | 0.03% | −3,686−2.6% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 135,474 | $4,432 萬 | 0.07% | −60,000−30.7% | 減碼 |
| Danske Bank A/S | 130,642 | $4,274 萬 | 0.13% | +57,382+78.3% | 加碼 |
| Voloridge Investment Management, LLC | 130,308 | $4,263 萬 | 0.16% | +127,862+5,227.4% | 加碼 |
| Millennium Management LLC | 126,276 | $4,131 萬 | 0.04% | −773,101−86.0% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 125,000 | $4,089 萬 | 0.73% | +125,000 | 新進 |
| Coronation Fund Managers Ltd. | 123,333 | $4,035 萬 | 2.19% | −63,675−34.0% | 減碼 |
| LPL Financial LLC | 118,229 | $3,868 萬 | 0.02% | +2,956+2.6% | 加碼 |
| Artemis Investment Management LLP | 114,780 | $3,755 萬 | 0.58% | +32,044+38.7% | 加碼 |
| National Pension Service | 114,321 | $3,740 萬 | 0.04% | −5,403−4.5% | 減碼 |
| California State Teachers Retirement System | 113,592 | $3,716 萬 | 0.05% | +305+0.3% | 加碼 |
| Buckingham Strategic Partners | 112,946 | $3,695 萬 | 0.56% | +8,417+8.1% | 加碼 |
| Family Wealth Partners, LLC | 111,945 | $3,662 萬 | 16.72% | +4,084+3.8% | 加碼 |
| Man Group plc | 110,313 | $3,609 萬 | 0.11% | −27,255−19.8% | 減碼 |
| Invesco Ltd. | 101,253 | $3,312 萬 | 0.01% | +526+0.5% | 加碼 |
| Rhumbline Advisers | 101,234 | $3,312 萬 | 0.03% | −212−0.2% | 減碼 |