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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 21,627 | $707.5 萬 | 0.05% | −63−0.3% | 減碼 |
| Quantinno Capital Management LP | 21,395 | $699.9 萬 | 0.05% | +6,256+41.3% | 加碼 |
| Laurion Capital Management LP | 21,387 | $699.7 萬 | 0.54% | +12,500+140.7% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 21,325 | $697.6 萬 | 0.20% | +12,200+133.7% | 加碼 |
| Handelsbanken Fonder AB | 21,181 | $692.9 萬 | 0.03% | +2,000+10.4% | 加碼 |
| US Bancorp | 21,035 | $688.3 萬 | 0.01% | +941+4.7% | 加碼 |
| Iridian Asset Management LLC | 20,901 | $683.8 萬 | 2.14% | −8,001−27.7% | 減碼 |
| Winthrop Advisory Group LLC | 20,579 | $673.2 萬 | 0.81% | −375−1.8% | 減碼 |
| Blair William & Co | 20,438 | $668.6 萬 | 0.02% | −918−4.3% | 減碼 |
| MML Investors Services, LLC | 20,102 | $657.6 萬 | 0.02% | +3,186+18.8% | 加碼 |
| Sculptor Capital LP | 20,000 | $654.3 萬 | 0.15% | +20,000 | 新進 |
| Atria Investments LLC | 19,999 | $654.2 萬 | 0.08% | +4,205+26.6% | 加碼 |
| Point72 Europe (London) LLP | 19,996 | $654.1 萬 | 0.45% | −11,000−35.5% | 減碼 |
| Castleark Management LLC | 19,890 | $650.7 萬 | 0.23% | +19,890 | 新進 |
| Storebrand Asset Management AS | 19,572 | $640.3 萬 | 0.02% | +1,021+5.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 19,300 | $631.4 萬 | 0.08% | +2,800+17.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 19,286 | $630.9 萬 | 0.04% | +1,182+6.5% | 加碼 |
| Argent Capital Management LLC | 19,246 | $629.6 萬 | 0.19% | +99+0.5% | 加碼 |
| Cetera Investment Advisers | 18,400 | $601.9 萬 | 0.01% | +3,747+25.6% | 加碼 |
| Eagle Rock Investment Company, LLC | 18,059 | $590.8 萬 | 1.01% | +25+0.1% | 加碼 |
| Poplar Forest Capital LLC | 18,019 | $589.5 萬 | 1.05% | −7,992−30.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 17,473 | $588.6 萬 | 0.02% | +9,240+112.2% | 加碼 |
| Illinois Municipal Retirement Fund | 17,742 | $580.4 萬 | 0.08% | 00.0% | 不變 |
| TownSquare Capital, LLC | 17,719 | $579.7 萬 | 0.06% | +2,187+14.1% | 加碼 |
| Sanctuary Advisors, LLC | 17,684 | $578.5 萬 | 0.04% | +1,052+6.3% | 加碼 |
| Strategic Global Advisors, LLC | 16,799 | $549.6 萬 | 1.09% | −9,856−37.0% | 減碼 |
| Daiwa Securities Group Inc. | 16,588 | $542.6 萬 | 0.02% | +3,730+29.0% | 加碼 |
| Tobam | 16,331 | $534.3 萬 | 2.28% | −3,802−18.9% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 16,125 | $527.6 萬 | 0.03% | +701+4.5% | 加碼 |
| Primecap Management Co | 16,000 | $523.4 萬 | 0.00% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,910 | $520.5 萬 | 0.05% | +1,114+7.5% | 加碼 |
| Silvant Capital Management LLC | 15,701 | $513.6 萬 | 0.24% | +2,955+23.2% | 加碼 |
| Commerce Bank | 15,632 | $511.4 萬 | 0.03% | −3,184−16.9% | 減碼 |
| Northwest Financial Advisors | 15,505 | $507.2 萬 | 4.21% | +13+0.1% | 加碼 |
| Sterling Capital Management LLC | 15,158 | $495.9 萬 | 0.08% | +2,155+16.6% | 加碼 |
| Forsta Ap-Fonden | 15,000 | $490.7 萬 | 0.04% | −500−3.2% | 減碼 |
| Xponance, Inc. | 14,705 | $481.1 萬 | 0.05% | +276+1.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 14,704 | $481.0 萬 | 0.04% | +522+3.7% | 加碼 |
| IFM Investors Pty Ltd | 14,695 | $480.7 萬 | 0.05% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,532 | $475.3 萬 | 0.01% | +3,012+26.1% | 加碼 |
| British Columbia Investment Management Corp | 14,319 | $468.4 萬 | 0.03% | +40.0% | 加碼 |
| Walleye Capital LLC | 13,943 | $456.1 萬 | 0.05% | −21,716−60.9% | 減碼 |
| DnB Asset Management AS | 13,809 | $451.7 萬 | 0.02% | +865+6.7% | 加碼 |
| HighTower Advisors, LLC | 13,762 | $450.2 萬 | 0.01% | −1,438−9.5% | 減碼 |
| KBC Group NV | 13,679 | $447.5 萬 | 0.01% | +453+3.4% | 加碼 |
| Bank of Montreal | 13,666 | $447.1 萬 | 0.00% | −46,244−77.2% | 減碼 |
| Mariner, LLC | 13,654 | $446.7 萬 | 0.01% | +1,043+8.3% | 加碼 |
| Federated Hermes, Inc. | 13,543 | $443.0 萬 | 0.01% | −44−0.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 13,417 | $438.9 萬 | 0.11% | +452+3.5% | 加碼 |
| Voleon Capital Management LP | 13,056 | $427.1 萬 | 0.33% | +6,096+87.6% | 加碼 |
| CIBC World Markets Inc. | 12,725 | $416.3 萬 | 0.01% | +143+1.1% | 加碼 |
| Weiss Asset Management LP | 12,500 | $408.9 萬 | 0.11% | +12,500 | 新進 |
| Polymer Capital Management (US) LLC | 12,500 | $408.9 萬 | 1.24% | +12,500 | 新進 |
| Gillson Capital LP | 12,500 | $408.9 萬 | 0.35% | +12,500 | 新進 |
| Cornerstone Wealth Management, LLC | 12,457 | $407.5 萬 | 0.28% | +7+0.1% | 加碼 |
| Estate Counselors, LLC | 12,430 | $406.6 萬 | 0.42% | +12,430 | 新進 |
| Utah Retirement Systems | 12,317 | $402.9 萬 | 0.05% | 00.0% | 不變 |
| Bullseye Asset Management LLC | 12,248 | $400.7 萬 | 2.17% | −9,000−42.4% | 減碼 |
| Cerity Partners LLC | 12,132 | $396.9 萬 | 0.01% | +284+2.4% | 加碼 |
| TD Private Client Wealth LLC | 12,066 | $394.7 萬 | 0.11% | −526−4.2% | 減碼 |
| TT International Asset Management LTD | 11,963 | $391.4 萬 | 0.58% | −80−0.7% | 減碼 |
| Empowered Funds, LLC | 11,493 | $376.0 萬 | 0.05% | −622−5.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 11,437 | $374.1 萬 | 0.07% | +7,789+213.5% | 加碼 |
| Jane Street Group, LLC | 11,375 | $372.1 萬 | 0.01% | −31,966−73.8% | 減碼 |
| Toronto Dominion Bank | 11,262 | $368.4 萬 | 0.01% | +1,488+15.2% | 加碼 |
| United Asset Strategies, Inc. | 11,027 | $360.7 萬 | 0.33% | −184−1.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 10,927 | $357.5 萬 | 0.04% | −3,220−22.8% | 減碼 |
| Otter Creek Advisors, LLC | 10,845 | $354.8 萬 | 2.47% | +10,845 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 10,821 | $354.0 萬 | 0.04% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 10,157 | $342.3 萬 | 0.04% | +1,910+23.2% | 加碼 |
| Advisor Group Holdings, Inc. | 10,411 | $340.7 萬 | 0.01% | +3,403+48.6% | 加碼 |
| Swiss Life Asset Management Ltd | 10,224 | $334.5 萬 | 0.02% | +2,672+35.4% | 加碼 |
| Genus Capital Management Inc. | 10,095 | $330.2 萬 | 0.48% | +10,095 | 新進 |
| Edgestream Partners, L.P. | 10,058 | $329.0 萬 | 0.11% | +10,058 | 新進 |
| Retirement Capital Strategies | 10,041 | $328.5 萬 | 1.28% | 00.0% | 不變 |
| HBK Investments L P | 10,000 | $327.1 萬 | 0.06% | +10,000 | 新進 |
| Ovata Capital Management Ltd | 10,000 | $327.1 萬 | 1.24% | +10,000 | 新進 |
| Wolverine Trading, LLC | 9,581 | $322.8 萬 | 0.10% | +8,704+992.5% | 加碼 |
| Anchor Investment Management, LLC | 9,771 | $319.6 萬 | 0.30% | +74+0.8% | 加碼 |
| Greenleaf Trust | 9,395 | $307.3 萬 | 0.03% | +50+0.5% | 加碼 |
| XTX Topco Ltd | 9,355 | $306.0 萬 | 0.16% | +9,355 | 新進 |
| Beacon Investment Advisors LLC | 9,333 | $305.3 萬 | 1.44% | −10.0% | 減碼 |
| Bain Capital Public Equity Management II, LLC | 9,308 | $304.5 萬 | 0.24% | +9,308 | 新進 |
| Nissay Asset Management Corp | 9,295 | $304.1 萬 | 0.02% | +126+1.4% | 加碼 |
| Oliver Luxxe Assets LLC | 9,019 | $295.1 萬 | 0.55% | +646+7.7% | 加碼 |
| Lazard Asset Management LLC | 8,992 | $294.1 萬 | 0.00% | +1,410+18.6% | 加碼 |
| DekaBank Deutsche Girozentrale | 8,627 | $287.0 萬 | 0.01% | −91−1.0% | 減碼 |
| Brinker Capital Investments, LLC | 8,665 | $283.5 萬 | 0.03% | +4,224+95.1% | 加碼 |
| Orion Portfolio Solutions, LLC | 8,665 | $283.5 萬 | 0.03% | +4,224+95.1% | 加碼 |
| Flynn Zito Capital Management, LLC | 8,634 | $282.5 萬 | 1.30% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 8,604 | $281.5 萬 | 0.08% | −3,747−30.3% | 減碼 |
| F/M Investments LLC | 8,578 | $280.6 萬 | 0.11% | +310+3.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 8,326 | $272.4 萬 | 0.01% | +397+5.0% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 8,215 | $268.7 萬 | 0.01% | −3,587−30.4% | 減碼 |
| Caldwell Trust Co | 8,187 | $267.8 萬 | 0.29% | −225−2.7% | 減碼 |
| OP Asset Management Ltd | 8,106 | $265.2 萬 | 0.04% | +8,106 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 8,017 | $262.3 萬 | 0.01% | +552+7.4% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 7,988 | $261.3 萬 | 0.12% | +1,104+16.0% | 加碼 |
| Hennessy Advisors Inc | 7,800 | $255.2 萬 | 0.08% | −2,900−27.1% | 減碼 |
| HM Payson & Co | 7,635 | $249.8 萬 | 0.04% | −177−2.3% | 減碼 |