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 |
|---|---|---|---|---|---|
| Amundi | 99,028 | $3,097 萬 | 0.01% | −46,415−31.9% | 減碼 |
| Ceredex Value Advisors LLC | 93,875 | $3,071 萬 | 0.67% | +93,875 | 新進 |
| Northwestern Mutual Wealth Management Co | 87,693 | $2,869 萬 | 0.02% | +85,177+3,385.4% | 加碼 |
| Solel Partners LP | 87,000 | $2,846 萬 | 5.27% | 00.0% | 不變 |
| Burkehill Global Management, LP | 85,000 | $2,781 萬 | 2.07% | +85,000 | 新進 |
| Heron Bay Capital Management | 84,239 | $2,756 萬 | 5.79% | −1,355−1.6% | 減碼 |
| Allianz Asset Management GmbH | 80,045 | $2,619 萬 | 0.04% | +61,639+334.9% | 加碼 |
| Railway Pension Investments Ltd | 76,500 | $2,503 萬 | 0.36% | +76,500 | 新進 |
| Russell Investments Group, Ltd. | 74,670 | $2,447 萬 | 0.03% | +8,940+13.6% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 74,696 | $2,444 萬 | 0.41% | 00.0% | 不變 |
| Eisler Capital Management Ltd. | 74,386 | $2,435 萬 | 0.73% | +74,386 | 新進 |
| State Board of Administration of Florida Retirement System | 73,092 | $2,391 萬 | 0.05% | 00.0% | 不變 |
| SCS Capital Management LLC | 72,528 | $2,373 萬 | 0.30% | +72,528 | 新進 |
| Blackstone Group Inc. | 70,000 | $2,290 萬 | 0.10% | +70,000 | 新進 |
| Picton Mahoney Asset Management | 68,309 | $2,235 萬 | 0.77% | +11,041+19.3% | 加碼 |
| Trillium Asset Management, LLC | 66,621 | $2,179 萬 | 0.63% | −1,755−2.6% | 減碼 |
| Fort Washington Investment Advisors Inc | 65,925 | $2,157 萬 | 0.13% | −140−0.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 62,291 | $2,038 萬 | 0.23% | +43,558+232.5% | 加碼 |
| Kovitz Investment Group Partners, LLC | 62,138 | $2,033 萬 | 0.10% | +56,510+1,004.1% | 加碼 |
| Natixis Advisors, L.P. | 60,392 | $1,976 萬 | 0.04% | +5,025+9.1% | 加碼 |
| HSBC Holdings PLC | 60,137 | $1,970 萬 | 0.01% | −51,208−46.0% | 減碼 |
| Korea Investment CORP | 60,103 | $1,966 萬 | 0.05% | +11,452+23.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58,251 | $1,906 萬 | 0.02% | +3,620+6.6% | 加碼 |
| AQR Capital Management LLC | 58,059 | $1,899 萬 | 0.02% | +14,977+34.8% | 加碼 |
| New York State Common Retirement Fund | 57,263 | $1,873 萬 | 0.03% | +15,122+35.9% | 加碼 |
| Westwood Holdings Group Inc. | 55,121 | $1,803 萬 | 0.14% | −15,155−21.6% | 減碼 |
| Mawer Investment Management Ltd. | 54,926 | $1,797 萬 | 0.09% | −3,084−5.3% | 減碼 |
| GW&K Investment Management, LLC | 53,776 | $1,759 萬 | 0.16% | +53,776 | 新進 |
| Royal London Asset Management Ltd | 52,643 | $1,722 萬 | 0.04% | +1,575+3.1% | 加碼 |
| Lynwood Price Capital Management LP | 52,500 | $1,717 萬 | 9.79% | +17,000+47.9% | 加碼 |
| Aviva PLC | 52,295 | $1,711 萬 | 0.04% | +7,149+15.8% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 54,658 | $1,702 萬 | 1.37% | +199+0.4% | 加碼 |
| Susquehanna International Group, LLP | 51,506 | $1,685 萬 | 0.03% | −466−0.9% | 減碼 |
| Centiva Capital, LP | 50,003 | $1,636 萬 | 0.94% | +48,099+2,526.2% | 加碼 |
| Seven Grand Managers, LLC | 50,000 | $1,636 萬 | 3.82% | +50,000 | 新進 |
| Pamalican Asset Management Ltd | 50,000 | $1,636 萬 | 32.13% | +50,000 | 新進 |
| Kames Capital plc | 49,358 | $1,615 萬 | 0.24% | −10,683−17.8% | 減碼 |
| Winmill & Co. Inc | 48,860 | $1,598 萬 | 4.86% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 47,984 | $1,570 萬 | 0.03% | +220+0.5% | 加碼 |
| Great West Life Assurance Co | 47,745 | $1,565 萬 | 0.03% | +937+2.0% | 加碼 |
| Citigroup Inc | 46,653 | $1,526 萬 | 0.01% | +17,720+61.2% | 加碼 |
| Pictet Asset Management Holding SA | 46,536 | $1,523 萬 | 0.02% | −1,434−3.0% | 減碼 |
| Thornburg Investment Management Inc | 45,968 | $1,504 萬 | 0.21% | −4,681−9.2% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 45,000 | $1,472 萬 | 0.03% | +15,000+50.0% | 加碼 |
| Verition Fund Management LLC | 43,980 | $1,439 萬 | 0.08% | +38,090+646.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 43,771 | $1,432 萬 | 0.04% | +384+0.9% | 加碼 |
| Barclays PLC | 43,572 | $1,425 萬 | 0.01% | −8,913−17.0% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 42,798 | $1,400 萬 | 0.36% | +21,873+104.5% | 加碼 |
| Neuberger Berman Group LLC | 42,276 | $1,383 萬 | 0.01% | +35,886+561.6% | 加碼 |
| State of Wisconsin Investment Board | 41,982 | $1,373 萬 | 0.04% | −357−0.8% | 減碼 |
| Umb Bank N A | 41,115 | $1,345 萬 | 0.22% | +26,267+176.9% | 加碼 |
| Logan Capital Management Inc | 40,276 | $1,318 萬 | 0.60% | −957−2.3% | 減碼 |
| NewEdge Wealth, LLC | 40,149 | $1,313 萬 | 0.24% | −28,642−41.6% | 減碼 |
| CI Private Wealth, LLC | 39,536 | $1,293 萬 | 0.02% | +4,564+13.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 38,985 | $1,275 萬 | 0.01% | +11,006+39.3% | 加碼 |
| Omers Administration Corp | 38,232 | $1,251 萬 | 0.11% | +30,592+400.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 38,181 | $1,249 萬 | 0.45% | −5,903−13.4% | 減碼 |
| Teca Partners, LP | 38,123 | $1,247 萬 | 8.94% | −14,752−27.9% | 減碼 |
| Pathstone Holdings, LLC | 36,835 | $1,205 萬 | 0.05% | +225+0.6% | 加碼 |
| Brandywine Global Investment Management, LLC | 36,515 | $1,195 萬 | 0.09% | −2,053−5.3% | 減碼 |
| Kennedy Capital Management, Inc. | 36,165 | $1,183 萬 | 0.28% | +16,135+80.6% | 加碼 |
| Renaissance Technologies LLC | 35,500 | $1,161 萬 | 0.02% | +35,500 | 新進 |
| Voya Investment Management LLC | 34,733 | $1,136 萬 | 0.01% | +1,611+4.9% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 34,693 | $1,135 萬 | 0.19% | −1,922−5.2% | 減碼 |
| Diamond Hill Capital Management Inc | 34,517 | $1,129 萬 | 0.05% | +7,109+25.9% | 加碼 |
| Treasurer of the State of North Carolina | 34,061 | $1,114 萬 | 0.04% | −16,193−32.2% | 減碼 |
| Janney Montgomery Scott LLC | 33,417 | $1,093 萬 | 0.03% | −981−2.9% | 減碼 |
| Channing Capital Management, LLC | 33,015 | $1,080 萬 | 0.33% | −7,543−18.6% | 減碼 |
| Reinhart Partners, Inc. | 32,621 | $1,067 萬 | 0.39% | −2,783−7.9% | 減碼 |
| Cinctive Capital Management LP | 32,584 | $1,066 萬 | 0.85% | −36,117−52.6% | 減碼 |
| Van Eck Associates Corp | 32,329 | $1,058 萬 | 0.01% | −1,465−4.3% | 減碼 |
| Icon Advisers Inc | 31,483 | $1,030 萬 | 2.41% | 00.0% | 不變 |
| Victory Capital Management Inc | 30,969 | $1,013 萬 | 0.01% | −3,254−9.5% | 減碼 |
| ArrowMark Colorado Holdings LLC | 30,835 | $1,009 萬 | 0.16% | −7,421−19.4% | 減碼 |
| Teacher Retirement System of Texas | 30,778 | $1,007 萬 | 0.04% | +8,408+37.6% | 加碼 |
| Davidson Kempner Capital Management LP | 31,000 | $992.0 萬 | 0.14% | +31,000 | 新進 |
| Lighthouse Investment Partners, LLC | 30,279 | $990.5 萬 | 0.45% | −12,708−29.6% | 減碼 |
| Interval Partners, LP | 30,000 | $981.4 萬 | 0.35% | −2,024−6.3% | 減碼 |
| Boothbay Fund Management, LLC | 29,084 | $951.5 萬 | 0.34% | +29,084 | 新進 |
| Quadrature Capital Ltd | 28,823 | $942.9 萬 | 0.21% | +28,823 | 新進 |
| 2Xideas AG | 28,614 | $936.1 萬 | 1.42% | −16,457−36.5% | 減碼 |
| Asset Management One Co.,Ltd. | 28,458 | $931.0 萬 | 0.03% | −2,902−9.3% | 減碼 |
| KWB Wealth | 28,438 | $928.5 萬 | 1.12% | +144+0.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,153 | $921.0 萬 | 0.03% | +415+1.5% | 加碼 |
| Moore Capital Management, LP | 27,896 | $912.6 萬 | 0.31% | −132,711−82.6% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 27,500 | $899.6 萬 | 0.07% | −2,300−7.7% | 減碼 |
| Private Advisor Group, LLC | 26,706 | $873.7 萬 | 0.05% | +341+1.3% | 加碼 |
| KLP Kapitalforvaltning AS | 26,500 | $866.9 萬 | 0.04% | +400+1.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 25,000 | $817.9 萬 | 0.02% | +20,874+505.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 24,803 | $811.4 萬 | 0.04% | −2,525−9.2% | 減碼 |
| Whittier Trust Co | 24,366 | $797.1 萬 | 0.11% | +529+2.2% | 加碼 |
| Public Employees Retirement System of Ohio | 23,795 | $778.4 萬 | 0.03% | −2,483−9.4% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 23,759 | $777.3 萬 | 0.05% | −286−1.2% | 減碼 |
| Resona Asset Management Co.,Ltd. | 23,592 | $774.8 萬 | 0.04% | +1,098+4.9% | 加碼 |
| National Bank of Canada | 23,479 | $768.0 萬 | 0.01% | +22,017+1,506.0% | 加碼 |
| Brant Point Investment Management LLC | 23,166 | $757.9 萬 | 1.85% | −150−0.6% | 減碼 |
| Nomura Asset Management Co Ltd | 22,472 | $735.1 萬 | 0.02% | +1,144+5.4% | 加碼 |
| Walleye Trading LLC | 22,001 | $719.7 萬 | 0.20% | +15,270+226.9% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 21,998 | $719.6 萬 | 0.01% | +1,106+5.3% | 加碼 |
| La Banque Postale Asset Management SA | 21,973 | $718.8 萬 | 0.11% | +21,973 | 新進 |