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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 2 季與 2025 年第 1 季比較

持有 LPL Financial Holdings Inc. 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

LPLA 的 13F 持有人:2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數78810802+24
股數7,796 萬5.07 萬7,947 萬+156.8 萬 (+2.0%)
市值$255.4 億$1,659 萬$297.5 億+$42.3 億 (+16.6%)

10 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(128 家)

2025 年第 2 季季末持有 LPL Financial Holdings Inc.、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 128 家。

2025 年第 2 季新進 LPLA 的機構
機構股數市值佔組合 %
Ghisallo Capital Management LLC173,500$6,506 萬1.74%
Twinbeech Capital LP133,319$4,999 萬1.13%
Zurich Insurance Group Ltd99,455$3,729 萬0.29%
Shellback Capital, LP76,501$2,869 萬1.91%
Freestone Grove Partners LP53,517$2,007 萬0.15%
Burney Co29,837$1,119 萬0.38%
Thames Capital Management LLC28,954$1,086 萬2.46%
Swedbank AB22,487$843.2 萬0.01%
Tocqueville Asset Management L.P.18,719$701.9 萬0.11%
Banco BTG Pactual S.A.16,507$619.0 萬1.26%
ExodusPoint Capital Management, LP14,690$550.8 萬0.07%
Impax Asset Management Group plc10,072$377.7 萬0.02%
U.S. Capital Wealth Advisors, LLC7,948$298.0 萬0.09%
Stenger Family Office, LLC6,989$278.9 萬0.73%
Virtu Financial LLC7,272$272.6 萬0.14%
Coppell Advisory Solutions LLC7,102$259.2 萬0.31%
Generali Asset Management SPA SGR5,955$223.3 萬0.05%
Jackson Wealth Management, LLC5,921$222.0 萬0.24%
Coastal Bridge Advisors, LLC5,492$205.9 萬0.17%
Y-Intercept (Hong Kong) Ltd5,424$203.4 萬0.05%
Paradigm Asset Management Co LLC4,800$180.0 萬0.44%
Jain Global LLC4,792$179.7 萬0.03%
Dynamic Technology Lab Private Ltd4,766$178.7 萬0.24%
Winton Group Ltd4,428$166.0 萬0.08%
Magnetar Financial LLC4,421$165.8 萬0.01%
Sheets Smith Investment Management4,330$162.4 萬1.43%
Prana Capital Management, LP4,197$157.4 萬0.06%
Castle Hook Partners LP4,046$151.7 萬0.02%
Callan Family Office, LLC4,037$151.4 萬0.05%
Catalyst Funds Management Pty Ltd4,000$150.0 萬0.41%
We Are One Seven, LLC3,814$143.0 萬0.05%
Inceptionr LLC3,613$135.5 萬0.31%
Quantbot Technologies LP3,241$121.5 萬0.03%
Bayesian Capital Management, LP2,900$108.7 萬0.17%
Gsa Capital Partners LLP2,838$106.4 萬0.07%
Tran Capital Management, L.P.2,554$95.8 萬0.11%
Encompass More Asset Management2,279$85.5 萬0.20%
Oxford Asset Management LLP2,196$82.3 萬0.27%
Vise Technologies, Inc.2,121$79.5 萬0.03%
Scott Marsh Financial, LLC1,882$70.6 萬0.26%
Sheets Smith Wealth Management1,820$68.2 萬0.08%
Dark Forest Capital Management LP1,793$67.2 萬0.03%
Qsemble Capital Management, LP1,624$60.9 萬0.06%
Capula Management Ltd1,600$60.0 萬0.01%
Bank Julius Baer & Co. Ltd, Zurich1,550$58.1 萬0.00%
Pettee Investors, Inc.1,490$55.9 萬0.33%
Scientech Research LLC1,413$53.0 萬0.13%
Pensionmark Financial Group, LLC1,400$52.5 萬0.01%
State of Wyoming1,263$47.4 萬0.06%
Peak Financial Advisors LLC1,232$46.2 萬0.24%
Blueshift Asset Management, LLC1,202$45.1 萬0.14%
Readystate Asset Management LP1,149$43.1 萬0.02%
Wetherby Asset Management Inc1,137$42.6 萬0.02%
Congress Wealth Management LLC1,121$42.0 萬0.00%
Counterpoint Mutual Funds LLC1,111$41.7 萬0.04%
Grantham, Mayo, Van Otterloo & Co. LLC1,100$41.2 萬0.00%
Sherbrooke Park Advisers LLC1,053$39.5 萬0.17%
Ballentine Partners, LLC1,038$38.9 萬0.01%
Erste Asset Management GmbH1,000$36.5 萬0.00%
Farringdon Capital, Ltd.911$34.2 萬0.11%
Ellevest, Inc.906$34.0 萬0.05%
Board of the Pension Protection Fund900$33.7 萬0.36%
RMB Capital Management, LLC858$32.2 萬0.01%
WSFS Capital Management, LLC844$31.6 萬0.02%
CTC Alternative Strategies, Ltd.800$30.0 萬0.26%
Global Retirement Partners, LLC770$28.9 萬0.01%
Baker Tilly Wealth Management, LLC730$27.4 萬0.10%
Tranquility Partners, LLC721$27.0 萬0.10%
USA Financial Portformulas Corp716$26.8 萬0.05%
WealthCare Investment Partners, LLC678$26.0 萬0.09%
Summit Financial, LLC688$25.8 萬0.01%
Boston Trust Walden Corp680$25.5 萬0.00%
Genesis Private Wealth, LLC667$25.0 萬0.12%
Marks Group Wealth Management, Inc651$24.4 萬0.02%
RIA Advisory Group LLC626$23.5 萬0.07%
Meadow Creek Wealth Advisors LLC625$23.4 萬0.16%
Syon Capital LLC625$23.4 萬0.02%
Rehmann Capital Advisory Group598$22.4 萬0.01%
Abn Amro Investment Solutions597$22.4 萬0.00%
Catalytic Wealth RIA, LLC595$22.3 萬0.02%
Goldstein Advisors, LLC593$22.2 萬0.03%
Personal Cfo Solutions, LLC593$22.2 萬0.04%
Everett Harris & Co591$22.2 萬0.00%
Left Brain Wealth Management, LLC591$22.2 萬0.08%
Kingsview Wealth Management, LLC583$21.9 萬0.00%
Nomura Holdings Inc582$21.8 萬0.00%
WealthPLAN Partners, LLC578$21.7 萬0.03%
Dai-Ichi Life Insurance Company, Ltd573$21.5 萬0.01%
Cercano Management LLC570$21.4 萬0.01%
Flagship Harbor Advisors, LLC570$21.4 萬0.01%
O'Brien Wealth Partners LLC566$21.2 萬0.03%
CFO4Life Group, LLC565$21.2 萬0.03%
Peapack Gladstone Financial Corp564$21.1 萬0.00%
Wesbanco Bank Inc560$21.0 萬0.01%
Warren Averett Asset Management, LLC543$20.4 萬0.00%
Ironwood Investment Counsel, LLC535$20.1 萬0.03%
Traub Capital Management LLC501$18.8 萬0.17%
Neo Ivy Capital Management408$15.3 萬0.05%
Ossiam263$9.86 萬0.00%
Harbor Asset Planning, Inc.187$7.02 萬0.07%

清倉機構(104 家)

2025 年第 1 季季末持有 LPL Financial Holdings Inc.、2025 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 104 家。

2025 年第 2 季清倉 LPLA 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Canada Pension Plan Investment Board329,607$1.08 億
HMI Capital Management, L.P.286,711$9,379 萬
Alyeska Investment Group, L.P.228,371$7,471 萬
Harris Associates L P大師Oakmark(Harris Associates)135,474$4,432 萬
Soros Fund Management LLC大師索羅斯基金管理125,000$4,089 萬
Blackstone Group Inc.70,000$2,290 萬
Kovitz Investment Group Partners, LLC62,138$2,033 萬
Westwood Holdings Group Inc.55,121$1,803 萬
Centiva Capital, LP50,003$1,636 萬
Pamalican Asset Management Ltd50,000$1,636 萬
Brandywine Global Investment Management, LLC36,515$1,195 萬
Davidson Kempner Capital Management LP31,000$992.0 萬
Lighthouse Investment Partners, LLC30,279$990.5 萬
Interval Partners, LP30,000$981.4 萬
Boothbay Fund Management, LLC29,084$951.5 萬
Quadrature Capital Ltd28,823$942.9 萬
Healthcare of Ontario Pension Plan Trust Fund25,000$817.9 萬
Walleye Trading LLC22,001$719.7 萬
Sculptor Capital LP20,000$654.3 萬
Point72 Europe (London) LLP19,996$654.1 萬
Northwest Financial Advisors15,505$507.2 萬
Weiss Asset Management LP12,500$408.9 萬
Polymer Capital Management (US) LLC12,500$408.9 萬
Gillson Capital LP12,500$408.9 萬
Estate Counselors, LLC12,430$406.6 萬
HBK Investments L P10,000$327.1 萬
Ovata Capital Management Ltd10,000$327.1 萬
XTX Topco Ltd9,355$306.0 萬
Bain Capital Public Equity Management II, LLC9,308$304.5 萬
UBS Oconnor LLC7,500$245.4 萬
Symmetry Investments LP7,500$245.4 萬
Siren, L.L.C.7,500$245.4 萬
Quantitative Investment Management, LLC7,296$238.6 萬
Donoghue Forlines LLC7,054$230.8 萬
FORA Capital, LLC5,283$172.8 萬
Mediolanum International Funds Ltd4,878$164.3 萬
Maven Securities LTD5,000$163.6 萬
Woodline Partners LP5,000$163.6 萬
Tudor Investment Corp Et Al4,559$149.1 萬
Vinva Investment Management Ltd3,721$125.4 萬
Prossimo Advisors, LLC3,785$123.8 萬
Allstate Corp3,561$116.5 萬
Bank of Nova Scotia2,876$94.1 萬
Legacy Capital Group California, Inc.2,539$83.1 萬
Martingale Asset Management L P2,253$73.7 萬
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund2,100$68.7 萬
Procyon Private Wealth Partners, LLC1,910$62.5 萬
Balyasny Asset Management LLC1,711$56.0 萬
BTG Pactual Asset Management US LLC1,600$52.3 萬
Squarepoint Ops LLC1,600$52.3 萬
Thoroughbred Financial Services, LLC1,504$49.2 萬
Fairtree Asset Management (Pty) Ltd1,453$47.5 萬
Corebridge Financial, Inc.1,322$43.2 萬
Los Angeles Capital Management LLC1,293$42.3 萬
Caitong International Asset Management Co., Ltd1,261$41.3 萬
Financiere des Professionnels - Fonds d,investissement inc.1,254$41.0 萬
State of Michigan Retirement System1,100$36.0 萬
Meiji Yasuda Asset Management Co Ltd.1,040$34.0 萬
Fox Run Management, L.L.C.1,035$33.9 萬
ASB Consultores, LLC928$30.4 萬
Advisor Resource Council852$27.9 萬
Founders Financial Alliance, LLC753$24.6 萬
Bain Capital Public Equity, LP692$22.6 萬
PFG Investments, LLC670$21.9 萬
Mattson Financial Services, LLC594$19.4 萬
LTS One Management LP500$16.4 萬
University of Texas/Texas Am Investment Managment Co463$15.1 萬
Headlands Technologies LLC396$13.0 萬
Groupe la Francaise376$12.5 萬
Simplex Trading, LLC375$12.2 萬
Acadian Asset Management LLC371$12.1 萬
Boston Private Wealth LLC276$9.03 萬
Flaharty Asset Management, LLC256$8.37 萬
Hexagon Capital Partners LLC225$7.36 萬
von Borstel & Associates, Inc.203$6.60 萬
Atala Financial Inc180$5.89 萬
Carolinas Wealth Consulting LLC170$5.56 萬
Riverview Trust Co113$3.70 萬
City Holding Co103$3.37 萬
Plato Investment Management Ltd81$2.68 萬
Wealth Advisors of Tampa Bay, LLC81$2.65 萬
Clear Street Markets LLC80$2.62 萬
Wayfinding Financial, LLC68$2.20 萬
PSI Advisors, LLC50$1.64 萬
Global Financial Private Client, LLC49$1.60 萬
Global Wealth Strategies & Associates44$1.44 萬
Alaska Permanent Fund Corp38$1.22 萬
Saudi Central Bank29$9,487
ESL Trust Services, LLC25$8,179
Marshall Investment Management, LLC15$4,907
ROSS\JOHNSON & Associates LLC7$2,290
Farmers & Merchants Trust Co of Chambersburg PA5$2,000
Washington Trust Co6$1,963
Trust Co of Vermont5$1,636
Continuum Advisory, LLC4$1,309
Winnow Wealth LLC3$709
Eq Wealth Advisors, LLC2$654
Abound Financial, LLC2$639
Blume Capital Management, Inc.1$328
HHM Wealth Advisors, LLC1$328

尚未申報 2025 年第 2 季的機構(10 家)

2025 年第 1 季季末持有 LPL Financial Holdings Inc.、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 1 季持有 LPLA、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Poplar Forest Capital LLC18,019$589.5 萬
Orion Portfolio Solutions, LLC8,665$283.5 萬
Sheaff Brock Investment Advisors, LLC7,200$235.6 萬
Credit Agricole S A5,786$189.3 萬
CAPROCK Group, Inc.3,980$130.2 萬
Schechter Investment Advisors, LLC2,159$70.6 萬
Rakuten Investment Management, Inc.2,066$69.6 萬
Concorde Asset Management, LLC1,830$58.3 萬
Lindbrook Capital, LLC823$26.9 萬
Sandy Spring Bank175$5.72 萬