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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 季與 2024 年第 4 季比較

持有 LPL Financial Holdings Inc. 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

LPLA 的 13F 持有人：2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數72510788+73
股數7,127 萬22.9 萬7,796 萬+691.9 萬 (+9.7%)
市值$232.7 億$7,493 萬$255.4 億+$23.4 億 (+10.1%)

10 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（130 家）

2025 年第 1 季季末持有 LPL Financial Holdings Inc.、2024 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 130 家。

2025 年第 1 季新進 LPLA 的機構
機構股數市值佔組合 %
Winslow Capital Management, LLC1,457,701$4.77 億1.90%
Nuveen, LLC186,039$6,086 萬0.02%
Allspring Global Investments Holdings, LLC147,478$4,938 萬0.09%
Soros Fund Management LLC大師索羅斯基金管理125,000$4,089 萬0.73%
Ceredex Value Advisors LLC93,875$3,071 萬0.67%
Burkehill Global Management, LP85,000$2,781 萬2.07%
Railway Pension Investments Ltd76,500$2,503 萬0.36%
Eisler Capital Management Ltd.74,386$2,435 萬0.73%
SCS Capital Management LLC72,528$2,373 萬0.30%
Blackstone Group Inc.70,000$2,290 萬0.10%
GW&K Investment Management, LLC53,776$1,759 萬0.16%
Seven Grand Managers, LLC50,000$1,636 萬3.82%
Pamalican Asset Management Ltd50,000$1,636 萬32.13%
Renaissance Technologies LLC35,500$1,161 萬0.02%
Davidson Kempner Capital Management LP31,000$992.0 萬0.14%
Boothbay Fund Management, LLC29,084$951.5 萬0.34%
Quadrature Capital Ltd28,823$942.9 萬0.21%
La Banque Postale Asset Management SA21,973$718.8 萬0.11%
Sculptor Capital LP20,000$654.3 萬0.15%
Castleark Management LLC19,890$650.7 萬0.23%
Weiss Asset Management LP12,500$408.9 萬0.11%
Polymer Capital Management (US) LLC12,500$408.9 萬1.24%
Gillson Capital LP12,500$408.9 萬0.35%
Estate Counselors, LLC12,430$406.6 萬0.42%
Otter Creek Advisors, LLC10,845$354.8 萬2.47%
Genus Capital Management Inc.10,095$330.2 萬0.48%
Edgestream Partners, L.P.10,058$329.0 萬0.11%
HBK Investments L P10,000$327.1 萬0.06%
Ovata Capital Management Ltd10,000$327.1 萬1.24%
XTX Topco Ltd9,355$306.0 萬0.16%
Bain Capital Public Equity Management II, LLC9,308$304.5 萬0.24%
OP Asset Management Ltd8,106$265.2 萬0.04%
UBS Oconnor LLC7,500$245.4 萬0.06%
Symmetry Investments LP7,500$245.4 萬0.22%
Siren, L.L.C.7,500$245.4 萬0.14%
Quantitative Investment Management, LLC7,296$238.6 萬0.22%
OV Management LLC7,000$229.0 萬1.07%
SG Americas Securities, LLC6,987$228.6 萬0.01%
SummitTX Capital, L.P.6,614$216.4 萬0.10%
FORA Capital, LLC5,283$172.8 萬0.18%
VestGen Advisors, LLC5,184$169.6 萬0.08%
Kentucky Retirement Systems5,082$166.3 萬0.05%
Maven Securities LTD5,000$163.6 萬0.36%
Woodline Partners LP5,000$163.6 萬0.01%
Kerusso Capital Management LLC4,975$162.8 萬1.04%
STRS Ohio4,157$136.0 萬0.01%
AG2R la Mondiale Gestion D'Actifs3,183$123.2 萬0.07%
Cookson Peirce & Co Inc3,643$119.2 萬0.06%
EFG Asset Management (North America) Corp.3,025$99.0 萬0.16%
Banque Cantonale Vaudoise2,955$96.7 萬0.04%
Sowell Financial Services LLC2,926$95.7 萬0.04%
Friedenthal Financial2,902$94.9 萬0.57%
Bank of Nova Scotia2,876$94.1 萬0.00%
Legacy Capital Group California, Inc.2,539$83.1 萬0.29%
Alerus Financial NA2,422$79.2 萬0.06%
EFG Asset Management (Americas) Corp.2,406$78.7 萬0.16%
Martingale Asset Management L P2,253$73.7 萬0.02%
Kentucky Retirement Systems Insurance Trust Fund2,164$70.8 萬0.05%
ASR Vermogensbeheer N.V.2,132$69.7 萬0.01%
Rakuten Investment Management, Inc.2,066$69.6 萬0.00%
Gladstone Institutional Advisory LLC2,019$66.1 萬0.03%
Machina Capital S.A.S.1,944$63.6 萬0.19%
Procyon Private Wealth Partners, LLC1,910$62.5 萬0.04%
Transcend Wealth Collective, LLC1,568$51.3 萬0.04%
Fairtree Asset Management (Pty) Ltd1,453$47.5 萬0.38%
Brighton Jones LLC1,210$39.6 萬0.01%
Insigneo Advisory Services, LLC1,193$39.0 萬0.04%
Fox Run Management, L.L.C.1,035$33.9 萬0.05%
Jump Financial, LLC1,009$33.0 萬0.00%
Raiffeisen Bank International AG962$32.4 萬0.01%
Stevens Capital Management LP991$32.4 萬0.08%
Keybank National Association949$31.0 萬0.00%
Kestra Private Wealth Services, LLC888$29.1 萬0.00%
Siemens Fonds Invest GmbH859$28.1 萬0.02%
Advisor Resource Council852$27.9 萬0.02%
Wealthspire Advisors, LLC791$25.9 萬0.00%
Gilbert & Cook, Inc.791$25.9 萬0.04%
Philip James Wealth Mangement, LLC771$25.2 萬0.03%
Founders Financial Alliance, LLC753$24.6 萬0.06%
Checchi Capital Advisers, LLC718$23.5 萬0.02%
Bain Capital Public Equity, LP692$22.6 萬0.25%
WP Advisors, LLC681$22.3 萬0.07%
Fifth Third Wealth Advisors LLC654$21.4 萬0.01%
PUREfi Wealth, LLC626$20.5 萬0.20%
Maltese Capital Management LLC500$16.4 萬0.03%
LTS One Management LP500$16.4 萬0.05%
University of Texas/Texas Am Investment Managment Co463$15.1 萬0.03%
Groupe la Francaise376$12.5 萬0.00%
Simplex Trading, LLC375$12.2 萬0.00%
Acadian Asset Management LLC371$12.1 萬0.00%
Smallwood Wealth Investment Management, LLC312$10.2 萬0.06%
Boston Private Wealth LLC276$9.03 萬0.00%
Flaharty Asset Management, LLC256$8.37 萬0.01%
Alpine Bank Wealth Management232$7.59 萬0.01%
von Borstel & Associates, Inc.203$6.60 萬0.02%
Washington Trust Advisors, Inc.185$6.06 萬0.01%
Carolinas Wealth Consulting LLC170$5.56 萬0.01%
Private Wealth Asset Management, LLC137$4.48 萬0.01%
City Holding Co103$3.37 萬0.00%
Wealth Advisors of Tampa Bay, LLC81$2.65 萬0.01%

清倉機構（57 家）

2024 年第 4 季季末持有 LPL Financial Holdings Inc.、2025 年第 1 季有申報但已經沒有持有的機構。

2025 年第 1 季清倉 LPLA 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Citadel Advisors LLC300,199$9,802 萬
Point72 Asset Management, L.P.147,089$4,803 萬
ExodusPoint Capital Management, LP135,475$4,423 萬
Tybourne Capital Management (HK) Ltd77,285$2,523 萬
Castle Hook Partners LP76,135$2,486 萬
Rivermont Capital Management LP60,062$1,961 萬
Pinebridge Investments, L.P.21,451$700.4 萬
HRT Financial LP20,801$679.1 萬
Crestline Management, LP19,783$645.9 萬
Twinbeech Capital LP16,217$529.5 萬
Pinnbrook Capital Management LP15,285$499.1 萬
Arrowstreet Capital, Limited Partnership13,202$431.1 萬
Cobalt Capital Management, Inc.12,000$391.8 萬
Banco BTG Pactual S.A.10,000$328.0 萬
FJ Capital Management LLC8,946$292.1 萬
First Hawaiian Bank5,293$172.8 萬
WMS Partners, LLC5,005$163.4 萬
Bleakley Financial Group, LLC4,857$158.6 萬
Scientech Research LLC3,698$120.7 萬
Fieldview Capital Management, LLC3,532$115.3 萬
Generali Asset Management SPA SGR3,159$103.1 萬
Proequities, Inc.2,555$91.2 萬
Belpointe Asset Management LLC3,691$82.8 萬
Jacobs Levy Equity Management, Inc2,344$76.5 萬
Oak Thistle LLC1,991$65.0 萬
Fortis Capital Advisors, LLC2,722$61.1 萬
Winton Group Ltd1,851$60.4 萬
Bridgefront Capital, LLC1,733$56.6 萬
Gsa Capital Partners LLP1,718$56.1 萬
Oppenheimer & Co Inc1,652$53.9 萬
Nomura Holdings Inc1,649$53.8 萬
Farringdon Capital, Ltd.1,572$51.3 萬
Ironwood Investment Counsel, LLC1,370$44.7 萬
Entropy Technologies, LP1,292$42.2 萬
ProShare Advisors LLC1,100$35.9 萬
111 Capital1,096$35.8 萬
MIG Capital, LLC1,026$33.5 萬
Two Sigma Securities, LLC993$32.4 萬
Pzena Investment Management LLC900$29.4 萬
RMB Capital Management, LLC801$26.1 萬
Virtu Financial LLC798$26.0 萬
Abn Amro Investment Solutions774$25.3 萬
Icapital Wealth LLC760$24.8 萬
First County Bank756$24.7 萬
Kingsview Wealth Management, LLC741$24.2 萬
WealthCare Investment Partners, LLC677$22.2 萬
Catalytic Wealth RIA, LLC663$21.6 萬
Dai-Ichi Life Insurance Company, Ltd629$20.5 萬
Fedenia Advisers LLC572$18.7 萬
Point72 (DIFC) Ltd332$10.8 萬
Tortoise Investment Management, LLC266$8.69 萬
Quarry LP210$6.86 萬
Raleigh Capital Management Inc.16$5,224
Coppell Advisory Solutions LLC8$2,616
ZRC Wealth Management, LLC5$1,637
Tucker Asset Management LLC4$1,306
Talon Private Wealth, LLC2$653

尚未申報 2025 年第 1 季的機構（10 家）

2024 年第 4 季季末持有 LPL Financial Holdings Inc.、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 4 季持有 LPLA、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC188,913$6,168 萬
Swedbank AB22,487$734.2 萬
TrinityPoint Wealth, LLC5,689$185.8 萬
Stenger Family Office, LLC5,625$183.7 萬
Chiron Investment Management, LLC3,687$120.4 萬
Wetherby Asset Management Inc1,122$36.6 萬
Vise Technologies, Inc.1,047$34.2 萬
Kolinsky Wealth Management, LLC650$21.2 萬
Global Retirement Partners, LLC273$8.93 萬
Cassady Schiller Wealth Management, LLC3$980