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 2 季 13F 持有人
LPL Financial Holdings Inc. 在 2025/6/30 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
- 802
- 較 2025 年第 1 季 +24 家
- 持有股數
- 7,947 萬
- 較 2025 年第 1 季 +156.8 萬 (+2.0%)
- 總市值
- $297.5 億
- 較 2025 年第 1 季 +$42.3 億 (+16.6%)
- 新進機構
- 128
- 另有 332 家加碼
- 清倉機構
- 104
- 另有 259 家減碼
另有 10 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,986,766 | $29.9 億 | 0.05% | +613,909+8.3% | 加碼 |
| BlackRock, Inc. | 4,832,797 | $18.1 億 | 0.03% | +82,718+1.7% | 加碼 |
| Boston Partners | 3,679,484 | $13.8 億 | 1.53% | +165,201+4.7% | 加碼 |
| Janus Henderson Group PLC | 3,077,677 | $11.5 億 | 0.57% | +11,323+0.4% | 加碼 |
| Dodge & Cox | 2,701,709 | $10.1 億 | 0.57% | +1,178,249+77.3% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,557,458 | $9.59 億 | 2.29% | −124,159−4.6% | 減碼 |
| FMR LLC | 2,454,474 | $9.20 億 | 0.05% | −710,984−22.5% | 減碼 |
| Massachusetts Financial Services Co | 2,442,182 | $9.16 億 | 0.29% | +926,122+61.1% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,872,248 | $7.02 億 | 5.08% | +108,233+6.1% | 加碼 |
| State Street Corp | 1,727,166 | $6.48 億 | 0.02% | +47,581+2.8% | 加碼 |
| Geode Capital Management, LLC | 1,724,962 | $6.45 億 | 0.05% | +164,484+10.5% | 加碼 |
| WCM Investment Management, LLC | 1,730,777 | $6.32 億 | 1.44% | +95,423+5.8% | 加碼 |
| Principal Financial Group Inc | 1,596,944 | $5.99 億 | 0.32% | +558,261+53.7% | 加碼 |
| Jennison Associates LLC | 1,402,750 | $5.26 億 | 0.31% | +443,379+46.2% | 加碼 |
| Morgan Stanley | 1,373,997 | $5.15 億 | 0.03% | +168,271+14.0% | 加碼 |
| Samlyn Capital, LLC | 1,215,280 | $4.56 億 | 6.61% | −185,975−13.3% | 減碼 |
| Winslow Capital Management, LLC | 1,183,069 | $4.44 億 | 1.48% | −274,632−18.8% | 減碼 |
| JPMorgan Chase & Co | 1,160,321 | $4.35 億 | 0.03% | −144,459−11.1% | 減碼 |
| Norges Bank | 1,072,919 | $4.02 億 | 0.05% | +144,599+15.6% | 加碼 |
| Bank of America Corp | 962,076 | $3.61 億 | 0.03% | +38,386+4.2% | 加碼 |
| SurgoCap Partners LP | 881,405 | $3.31 億 | 12.67% | −25,037−2.8% | 減碼 |
| Raymond James Financial Inc | 870,620 | $3.26 億 | 0.11% | +10,606+1.2% | 加碼 |
| Dimensional Fund Advisors LP | 863,989 | $3.24 億 | 0.07% | +21,050+2.5% | 加碼 |
| Egerton Capital (UK) LLP | 832,516 | $3.12 億 | 3.20% | −38,749−4.4% | 減碼 |
| Darlington Partners Capital Management, LP | 785,737 | $2.95 億 | 9.38% | −185,000−19.1% | 減碼 |
| Westfield Capital Management Co LP | 782,232 | $2.93 億 | 1.23% | −47,867−5.8% | 減碼 |
| Agf Management Ltd | 765,024 | $2.87 億 | 1.30% | +327,580+74.9% | 加碼 |
| UBS Asset Management Americas Inc | 729,209 | $2.73 億 | 0.06% | +121,648+20.0% | 加碼 |
| Alliancebernstein L.P. | 701,419 | $2.63 億 | 0.09% | −57,787−7.6% | 減碼 |
| TD Asset Management Inc | 653,239 | $2.45 億 | 0.21% | −28,646−4.2% | 減碼 |
| Third Point LLC大師第三點資本 | 625,000 | $2.34 億 | 3.08% | 00.0% | 不變 |
| Wells Fargo & Company | 602,020 | $2.26 億 | 0.05% | +6,175+1.0% | 加碼 |
| Clarkston Capital Partners, LLC | 598,782 | $2.25 億 | 4.77% | −75,445−11.2% | 減碼 |
| American Century Companies Inc | 597,071 | $2.24 億 | 0.12% | +8,271+1.4% | 加碼 |
| Epoch Investment Partners, Inc. | 579,620 | $2.17 億 | 1.12% | −5,946−1.0% | 減碼 |
| Eminence Capital, LP | 551,592 | $2.07 億 | 3.05% | +28,479+5.4% | 加碼 |
| Invesco Ltd. | 551,579 | $2.07 億 | 0.04% | +450,326+444.8% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 544,604 | $2.04 億 | 1.73% | +5,500+1.0% | 加碼 |
| Northern Trust Corp | 522,695 | $1.96 億 | 0.03% | +5,333+1.0% | 加碼 |
| Bank of New York Mellon Corp | 485,462 | $1.82 億 | 0.03% | +32,729+7.2% | 加碼 |
| Azora Capital LP | 472,352 | $1.77 億 | 8.01% | +29,918+6.8% | 加碼 |
| Fairview Capital Investment Management, LLC | 445,125 | $1.67 億 | 8.64% | −24,833−5.3% | 減碼 |
| First Pacific Advisors, LP | 443,503 | $1.66 億 | 2.38% | −14,438−3.2% | 減碼 |
| APG Asset Management N.V. | 507,593 | $1.62 億 | 0.48% | +250,333+97.3% | 加碼 |
| SEI Investments Co | 419,290 | $1.57 億 | 0.18% | +40,229+10.6% | 加碼 |
| Envestnet Asset Management Inc | 412,678 | $1.55 億 | 0.05% | +28,196+7.3% | 加碼 |
| Charles Schwab Investment Management Inc | 388,129 | $1.46 億 | 0.03% | +34,128+9.6% | 加碼 |
| Palestra Capital Management LLC | 379,934 | $1.42 億 | 4.22% | −19,276−4.8% | 減碼 |
| Artisan Partners Limited Partnership | 367,426 | $1.38 億 | 0.21% | −22,304−5.7% | 減碼 |
| Southpoint Capital Advisors LP | 365,000 | $1.37 億 | 3.45% | −35,000−8.8% | 減碼 |
| Macquarie Group Ltd | 342,742 | $1.29 億 | 0.16% | +45,612+15.4% | 加碼 |
| Wellington Management Group LLP | 329,616 | $1.24 億 | 0.02% | −328,977−50.0% | 減碼 |
| Legal & General Group Plc | 328,562 | $1.23 億 | 0.03% | −15,517−4.5% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 314,685 | $1.18 億 | 0.25% | −14,493−4.4% | 減碼 |
| Price T Rowe Associates Inc | 294,509 | $1.10 億 | 0.01% | +14,659+5.2% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 270,527 | $1.01 億 | 1.08% | −2,411−0.9% | 減碼 |
| Ameriprise Financial Inc | 269,598 | $1.01 億 | 0.02% | −69,403−20.5% | 減碼 |
| Holocene Advisors, LP | 268,448 | $1.01 億 | 0.25% | −66,523−19.9% | 減碼 |
| Goldman Sachs Group Inc | 233,459 | $8,754 萬 | 0.01% | +24,333+11.6% | 加碼 |
| Junto Capital Management LP | 232,846 | $8,731 萬 | 1.85% | −164,520−41.4% | 減碼 |
| UBS Group AG | 231,096 | $8,665 萬 | 0.02% | +20,741+9.9% | 加碼 |
| Bamco Inc | 222,479 | $8,342 萬 | 0.23% | +57,228+34.6% | 加碼 |
| Royal Bank of Canada | 209,682 | $7,862 萬 | 0.02% | +33,827+19.2% | 加碼 |
| Truist Financial Corp | 208,262 | $7,809 萬 | 0.11% | +2,777+1.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 198,459 | $7,442 萬 | 0.07% | −37,535−15.9% | 減碼 |
| Stifel Financial Corp | 198,139 | $7,430 萬 | 0.07% | +10,881+5.8% | 加碼 |
| Man Group plc | 198,087 | $7,428 萬 | 0.16% | +87,774+79.6% | 加碼 |
| Captrust Financial Advisors | 196,213 | $7,357 萬 | 0.16% | +9,471+5.1% | 加碼 |
| Bridgewater Associates, LP | 192,655 | $7,224 萬 | 0.29% | −30,218−13.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 191,727 | $7,152 萬 | 0.12% | +44,249+30.0% | 加碼 |
| Nuveen, LLC | 188,100 | $7,053 萬 | 0.02% | +2,061+1.1% | 加碼 |
| Brown Brothers Harriman & Co | 184,742 | $6,927 萬 | 0.45% | +9,255+5.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 182,689 | $6,850 萬 | 0.04% | +9,960+5.8% | 加碼 |
| Ghisallo Capital Management LLC | 173,500 | $6,506 萬 | 1.74% | +173,500 | 新進 |
| Franklin Resources Inc | 163,317 | $6,124 萬 | 0.02% | −4,031−2.4% | 減碼 |
| Employees Retirement System of Texas | 163,000 | $6,112 萬 | 0.50% | −34,600−17.5% | 減碼 |
| Deutsche Bank AG | 161,900 | $6,071 萬 | 0.02% | +3,124+2.0% | 加碼 |
| First Trust Advisors LP | 156,647 | $5,874 萬 | 0.05% | −8,960−5.4% | 減碼 |
| Coronation Fund Managers Ltd. | 151,023 | $5,663 萬 | 3.07% | +27,690+22.5% | 加碼 |
| Comerica Bank | 149,175 | $5,594 萬 | 0.22% | −10,300−6.5% | 減碼 |
| California Public Employees Retirement System | 145,628 | $5,461 萬 | 0.03% | +8,323+6.1% | 加碼 |
| Neuberger Berman Group LLC | 144,580 | $5,421 萬 | 0.04% | +102,304+242.0% | 加碼 |
| Twinbeech Capital LP | 133,319 | $4,999 萬 | 1.13% | +133,319 | 新進 |
| LPL Financial LLC | 126,435 | $4,741 萬 | 0.02% | +8,206+6.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 124,354 | $4,663 萬 | 0.05% | −53,829−30.2% | 減碼 |
| California State Teachers Retirement System | 117,846 | $4,419 萬 | 0.05% | +4,254+3.7% | 加碼 |
| National Pension Service | 114,801 | $4,305 萬 | 0.04% | +480+0.4% | 加碼 |
| Amundi | 114,003 | $4,292 萬 | 0.01% | +14,975+15.1% | 加碼 |
| Buckingham Strategic Partners | 111,969 | $4,198 萬 | 0.56% | −977−0.9% | 減碼 |
| Family Wealth Partners, LLC | 111,902 | $4,196 萬 | 16.79% | −430.0% | 減碼 |
| Renaissance Technologies LLC | 109,800 | $4,117 萬 | 0.05% | +74,300+209.3% | 加碼 |
| Rhumbline Advisers | 105,798 | $3,967 萬 | 0.03% | +4,564+4.5% | 加碼 |
| Danske Bank A/S | 102,569 | $3,846 萬 | 0.10% | −28,073−21.5% | 減碼 |
| Standard Life Aberdeen plc | 102,164 | $3,778 萬 | 0.06% | −35,855−26.0% | 減碼 |
| Ensign Peak Advisors, Inc | 100,582 | $3,772 萬 | 0.06% | +52,598+109.6% | 加碼 |
| Moore Capital Management, LP | 100,512 | $3,769 萬 | 0.75% | +72,616+260.3% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 99,507 | $3,731 萬 | 0.57% | −221,273−69.0% | 減碼 |
| Zurich Insurance Group Ltd | 99,455 | $3,729 萬 | 0.29% | +99,455 | 新進 |
| Artemis Investment Management LLP | 99,125 | $3,717 萬 | 0.48% | −15,655−13.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 98,138 | $3,680 萬 | 0.03% | +10,445+11.9% | 加碼 |