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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 3,525 | $115.3 萬 | 0.01% | +1,055+42.7% | 加碼 |
| Schroder Investment Management Group | 3,525 | $115.3 萬 | 0.00% | +288+8.9% | 加碼 |
| Allstate Corp | 3,561 | $116.5 萬 | 0.03% | +1,357+61.6% | 加碼 |
| IHT Wealth Management, LLC | 3,578 | $117.1 萬 | 0.04% | +517+16.9% | 加碼 |
| Cookson Peirce & Co Inc | 3,643 | $119.2 萬 | 0.06% | +3,643 | 新進 |
| Independent Advisor Alliance | 3,723 | $121.8 萬 | 0.04% | +260+7.5% | 加碼 |
| Ieq Capital, LLC | 3,726 | $121.9 萬 | 0.01% | +1,205+47.8% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 3,183 | $123.2 萬 | 0.07% | +3,183 | 新進 |
| Prossimo Advisors, LLC | 3,785 | $123.8 萬 | 0.93% | 00.0% | 不變 |
| Retireful, LLC | 3,680 | $124.0 萬 | 1.20% | −780−17.5% | 減碼 |
| Sumitomo Life Insurance Co | 3,816 | $124.8 萬 | 0.04% | −66−1.7% | 減碼 |
| Resources Investment Advisors, LLC. | 3,823 | $125.1 萬 | 0.01% | +305+8.7% | 加碼 |
| Vinva Investment Management Ltd | 3,721 | $125.4 萬 | 0.05% | +2,856+330.2% | 加碼 |
| Integrated Wealth Concepts LLC | 3,863 | $126.4 萬 | 0.01% | +71+1.9% | 加碼 |
| LVW Advisors, LLC | 3,919 | $128.2 萬 | 0.15% | −252−6.0% | 減碼 |
| CAPROCK Group, Inc. | 3,980 | $130.2 萬 | 0.04% | +101+2.6% | 加碼 |
| Kestra Advisory Services, LLC | 4,001 | $130.9 萬 | 0.01% | −1,069−21.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,109 | $134.4 萬 | 0.04% | +2,503+155.9% | 加碼 |
| PEAK6 LLC | 4,130 | $135.1 萬 | 0.05% | −6,999−62.9% | 減碼 |
| Park Avenue Securities LLC | 4,141 | $135.5 萬 | 0.02% | +292+7.6% | 加碼 |
| STRS Ohio | 4,157 | $136.0 萬 | 0.01% | +4,157 | 新進 |
| Fulton Bank, N.A. | 4,168 | $136.4 萬 | 0.06% | −679−14.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 4,265 | $139.5 萬 | 0.05% | −1,806−29.7% | 減碼 |
| Versor Investments LP | 4,321 | $141.4 萬 | 0.23% | −1,293−23.0% | 減碼 |
| Colony Group, LLC | 4,360 | $142.6 萬 | 0.00% | +473+12.2% | 加碼 |
| Intech Investment Management LLC | 4,363 | $142.7 萬 | 0.01% | −2,450−36.0% | 減碼 |
| Mackenzie Financial Corp | 4,433 | $145.0 萬 | 0.00% | +794+21.8% | 加碼 |
| Northwest & Ethical Investments L.P. | 4,560 | $148.9 萬 | 0.04% | +3,260+250.8% | 加碼 |
| Tudor Investment Corp Et Al | 4,559 | $149.1 萬 | 0.01% | −52,873−92.1% | 減碼 |
| MetLife Investment Management | 4,579 | $149.8 萬 | 0.01% | −10−0.2% | 減碼 |
| Future Fund LLC | 4,651 | $152.2 萬 | 1.96% | −539−10.4% | 減碼 |
| M&T Bank Corp | 4,705 | $153.9 萬 | 0.01% | −3−0.1% | 減碼 |
| Shepherd Financial Partners LLC | 4,755 | $155.6 萬 | 0.18% | −9,000−65.4% | 減碼 |
| Crawford Investment Counsel Inc | 4,951 | $162.0 萬 | 0.03% | +340+7.4% | 加碼 |
| Kerusso Capital Management LLC | 4,975 | $162.8 萬 | 1.04% | +4,975 | 新進 |
| Maven Securities LTD | 5,000 | $163.6 萬 | 0.36% | +5,000 | 新進 |
| Woodline Partners LP | 5,000 | $163.6 萬 | 0.01% | +5,000 | 新進 |
| Mediolanum International Funds Ltd | 4,878 | $164.3 萬 | 0.02% | −9,981−67.2% | 減碼 |
| Kentucky Retirement Systems | 5,082 | $166.3 萬 | 0.05% | +5,082 | 新進 |
| VestGen Advisors, LLC | 5,184 | $169.6 萬 | 0.08% | +5,184 | 新進 |
| Knollwood Investment Advisory, LLC | 5,275 | $172.6 萬 | 0.19% | 00.0% | 不變 |
| FORA Capital, LLC | 5,283 | $172.8 萬 | 0.18% | +5,283 | 新進 |
| Yorktown Management & Research Co Inc | 5,290 | $173.1 萬 | 1.88% | −400−7.0% | 減碼 |
| Brevan Howard Capital Management LP | 5,341 | $174.7 萬 | 0.05% | −12,566−70.2% | 減碼 |
| Capital World Investors | 5,435 | $177.8 萬 | 0.00% | −13,819−71.8% | 減碼 |
| Gabelli Funds LLC | 5,483 | $179.4 萬 | 0.01% | +190+3.6% | 加碼 |
| AE Wealth Management LLC | 5,546 | $181.4 萬 | 0.02% | +2,519+83.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 6,329 | $181.6 萬 | 0.00% | −1,696−21.1% | 減碼 |
| Ethic Inc. | 5,482 | $183.5 萬 | 0.04% | +562+11.4% | 加碼 |
| Creative Planning | 5,638 | $184.4 萬 | 0.00% | +1,401+33.1% | 加碼 |
| Pitcairn Co | 5,773 | $188.9 萬 | 0.11% | −214−3.6% | 減碼 |
| Credit Agricole S A | 5,786 | $189.3 萬 | 0.01% | −65−1.1% | 減碼 |
| Avanza Fonder AB | 5,607 | $189.7 萬 | 0.06% | +1,134+25.4% | 加碼 |
| Amalgamated Bank | 5,875 | $192.2 萬 | 0.02% | +213+3.8% | 加碼 |
| Tredje AP-fonden | 5,945 | $194.5 萬 | 0.02% | 00.0% | 不變 |
| Toroso Investments, LLC | 6,005 | $196.4 萬 | 0.02% | +2,349+64.3% | 加碼 |
| Baird Financial Group, Inc. | 6,010 | $196.6 萬 | 0.00% | −2,428−28.8% | 減碼 |
| Dana Investment Advisors, Inc. | 6,058 | $198.2 萬 | 0.07% | −91−1.5% | 減碼 |
| Dynasty Wealth Management, LLC | 6,331 | $207.1 萬 | 0.03% | +166+2.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 6,338 | $207.3 萬 | 0.01% | −10.0% | 減碼 |
| Diversified Trust Co | 6,350 | $207.7 萬 | 0.05% | +113+1.8% | 加碼 |
| Nordea Investment Management AB | 6,438 | $210.1 萬 | 0.00% | +22+0.3% | 加碼 |
| Gradient Investments LLC | 6,480 | $212.0 萬 | 0.04% | −779−10.7% | 減碼 |
| Nisa Investment Advisors, LLC | 6,497 | $212.5 萬 | 0.01% | +4,319+198.3% | 加碼 |
| James Investment Research Inc | 6,503 | $212.7 萬 | 0.27% | −678−9.4% | 減碼 |
| Sterling Group Wealth Management, LLC | 6,535 | $213.8 萬 | 1.15% | −30−0.5% | 減碼 |
| SummitTX Capital, L.P. | 6,614 | $216.4 萬 | 0.10% | +6,614 | 新進 |
| Summit Trail Advisors, LLC | 6,655 | $217.7 萬 | 0.07% | +4,833+265.3% | 加碼 |
| Two Sigma Investments, LP | 6,716 | $219.7 萬 | 0.00% | −5,214−43.7% | 減碼 |
| Garrett Investment Advisors LLC | 6,717 | $219.7 萬 | 0.22% | −811−10.8% | 減碼 |
| King Luther Capital Management Corp | 6,863 | $224.5 萬 | 0.01% | +20+0.3% | 加碼 |
| SG Americas Securities, LLC | 6,987 | $228.6 萬 | 0.01% | +6,987 | 新進 |
| Commonwealth Equity Services, LLC | 6,991 | $228.7 萬 | 0.00% | +1,097+18.6% | 加碼 |
| OV Management LLC | 7,000 | $229.0 萬 | 1.07% | +7,000 | 新進 |
| Bridgeway Capital Management, LLC | 7,010 | $229.3 萬 | 0.06% | −1,300−15.6% | 減碼 |
| Prudential PLC | 7,021 | $229.7 萬 | 0.01% | +1,264+22.0% | 加碼 |
| Donoghue Forlines LLC | 7,054 | $230.8 萬 | 0.73% | +591+9.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 7,110 | $232.6 萬 | 0.00% | +2,213+45.2% | 加碼 |
| Integrated Investment Consultants, LLC | 7,176 | $234.8 萬 | 0.47% | −289−3.9% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 7,200 | $235.6 萬 | 0.22% | −177−2.4% | 減碼 |
| HB Wealth Management, LLC | 7,233 | $236.6 萬 | 0.02% | +5,929+454.7% | 加碼 |
| Qube Research & Technologies Ltd | 7,278 | $238.1 萬 | 0.00% | −41,714−85.1% | 減碼 |
| Quantitative Investment Management, LLC | 7,296 | $238.6 萬 | 0.22% | +7,296 | 新進 |
| Public Employees Retirement Association of Colorado | 7,468 | $244.3 萬 | 0.01% | 00.0% | 不變 |
| UBS Oconnor LLC | 7,500 | $245.4 萬 | 0.06% | +7,500 | 新進 |
| Symmetry Investments LP | 7,500 | $245.4 萬 | 0.22% | +7,500 | 新進 |
| Siren, L.L.C. | 7,500 | $245.4 萬 | 0.14% | +7,500 | 新進 |
| JustInvest LLC | 7,603 | $248.7 萬 | 0.04% | +829+12.2% | 加碼 |
| HM Payson & Co | 7,635 | $249.8 萬 | 0.04% | −177−2.3% | 減碼 |
| Hennessy Advisors Inc | 7,800 | $255.2 萬 | 0.08% | −2,900−27.1% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 7,988 | $261.3 萬 | 0.12% | +1,104+16.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 8,017 | $262.3 萬 | 0.01% | +552+7.4% | 加碼 |
| OP Asset Management Ltd | 8,106 | $265.2 萬 | 0.04% | +8,106 | 新進 |
| Caldwell Trust Co | 8,187 | $267.8 萬 | 0.29% | −225−2.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 8,215 | $268.7 萬 | 0.01% | −3,587−30.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 8,326 | $272.4 萬 | 0.01% | +397+5.0% | 加碼 |
| F/M Investments LLC | 8,578 | $280.6 萬 | 0.11% | +310+3.7% | 加碼 |
| Annex Advisory Services, LLC | 8,604 | $281.5 萬 | 0.08% | −3,747−30.3% | 減碼 |
| Flynn Zito Capital Management, LLC | 8,634 | $282.5 萬 | 1.30% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 8,665 | $283.5 萬 | 0.03% | +4,224+95.1% | 加碼 |