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 |
|---|---|---|---|---|---|
| Railway Pension Investments Ltd | 96,500 | $3,618 萬 | 0.51% | +20,000+26.1% | 加碼 |
| Hudson Bay Capital Management LP | 92,076 | $3,453 萬 | 0.23% | −160,503−63.5% | 減碼 |
| Millennium Management LLC | 87,475 | $3,280 萬 | 0.03% | −38,801−30.7% | 減碼 |
| Solel Partners LP | 87,000 | $3,262 萬 | 5.68% | 00.0% | 不變 |
| Heron Bay Capital Management | 82,515 | $3,094 萬 | 6.09% | −1,724−2.0% | 減碼 |
| Picton Mahoney Asset Management | 82,157 | $3,081 萬 | 0.43% | +13,848+20.3% | 加碼 |
| Natixis Advisors, L.P. | 79,617 | $2,985 萬 | 0.05% | +19,225+31.8% | 加碼 |
| Shellback Capital, LP | 76,501 | $2,869 萬 | 1.91% | +76,501 | 新進 |
| State Board of Administration of Florida Retirement System | 75,765 | $2,841 萬 | 0.05% | +2,673+3.7% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 74,696 | $2,801 萬 | 0.75% | 00.0% | 不變 |
| Ceredex Value Advisors LLC | 71,550 | $2,683 萬 | 0.58% | −22,325−23.8% | 減碼 |
| Burkehill Global Management, LP | 70,000 | $2,625 萬 | 1.94% | −15,000−17.6% | 減碼 |
| Fort Washington Investment Advisors Inc | 69,247 | $2,597 萬 | 0.15% | +3,322+5.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 68,544 | $2,570 萬 | 0.02% | +10,293+17.7% | 加碼 |
| Barclays PLC | 64,783 | $2,429 萬 | 0.01% | +21,211+48.7% | 加碼 |
| Trillium Asset Management, LLC | 64,347 | $2,413 萬 | 0.65% | −2,274−3.4% | 減碼 |
| Russell Investments Group, Ltd. | 61,990 | $2,320 萬 | 0.03% | −12,680−17.0% | 減碼 |
| New York State Common Retirement Fund | 58,908 | $2,209 萬 | 0.03% | +1,645+2.9% | 加碼 |
| State of Wisconsin Investment Board | 58,489 | $2,193 萬 | 0.05% | +16,507+39.3% | 加碼 |
| Korea Investment CORP | 56,731 | $2,127 萬 | 0.05% | −3,372−5.6% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 55,647 | $2,120 萬 | 1.44% | +989+1.8% | 加碼 |
| Aviva PLC | 56,003 | $2,100 萬 | 0.04% | +3,708+7.1% | 加碼 |
| Cookson Peirce & Co Inc | 54,964 | $2,061 萬 | 0.91% | +51,321+1,408.8% | 加碼 |
| Lynwood Price Capital Management LP | 54,000 | $2,025 萬 | 10.07% | +1,500+2.9% | 加碼 |
| Freestone Grove Partners LP | 53,517 | $2,007 萬 | 0.15% | +53,517 | 新進 |
| GW&K Investment Management, LLC | 53,431 | $2,004 萬 | 0.18% | −345−0.6% | 減碼 |
| Mawer Investment Management Ltd. | 52,984 | $1,987 萬 | 0.10% | −1,942−3.5% | 減碼 |
| Royal London Asset Management Ltd | 52,934 | $1,985 萬 | 0.05% | +291+0.6% | 加碼 |
| Susquehanna International Group, LLP | 52,180 | $1,957 萬 | 0.03% | +674+1.3% | 加碼 |
| Citigroup Inc | 51,484 | $1,930 萬 | 0.01% | +4,831+10.4% | 加碼 |
| SG Americas Securities, LLC | 50,083 | $1,878 萬 | 0.08% | +43,096+616.8% | 加碼 |
| Seven Grand Managers, LLC | 50,000 | $1,875 萬 | 2.25% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 49,182 | $1,843 萬 | 0.02% | +2,646+5.7% | 加碼 |
| Winmill & Co. Inc | 48,860 | $1,832 萬 | 5.09% | 00.0% | 不變 |
| Great West Life Assurance Co | 47,053 | $1,767 萬 | 0.03% | −692−1.4% | 減碼 |
| Allianz Asset Management GmbH | 45,985 | $1,724 萬 | 0.02% | −34,060−42.6% | 減碼 |
| STRS Ohio | 44,339 | $1,663 萬 | 0.06% | +40,182+966.6% | 加碼 |
| HSBC Holdings PLC | 44,468 | $1,662 萬 | 0.01% | −15,669−26.1% | 減碼 |
| Janney Montgomery Scott LLC | 43,418 | $1,628 萬 | 0.04% | +10,001+29.9% | 加碼 |
| Qube Research & Technologies Ltd | 42,763 | $1,603 萬 | 0.02% | +35,485+487.6% | 加碼 |
| Voya Investment Management LLC | 42,329 | $1,587 萬 | 0.02% | +7,596+21.9% | 加碼 |
| Thornburg Investment Management Inc | 42,006 | $1,575 萬 | 0.20% | −3,962−8.6% | 減碼 |
| Eisler Capital Management Ltd. | 41,385 | $1,552 萬 | 0.53% | −33,001−44.4% | 減碼 |
| Umb Bank N A | 41,177 | $1,544 萬 | 0.24% | +62+0.2% | 加碼 |
| Kames Capital plc | 41,058 | $1,539 萬 | 0.20% | −8,300−16.8% | 減碼 |
| Engineers Gate Manager LP | 40,932 | $1,535 萬 | 0.19% | +37,763+1,191.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 39,914 | $1,497 萬 | 0.01% | +929+2.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 39,760 | $1,491 萬 | 0.03% | −4,011−9.2% | 減碼 |
| CI Private Wealth, LLC | 37,843 | $1,419 萬 | 0.02% | −1,693−4.3% | 減碼 |
| AQR Capital Management LLC | 38,269 | $1,419 萬 | 0.01% | −19,790−34.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,383 | $1,402 萬 | 0.03% | +9,230+32.8% | 加碼 |
| Treasurer of the State of North Carolina | 37,221 | $1,396 萬 | 0.04% | +3,160+9.3% | 加碼 |
| NewEdge Wealth, LLC | 36,473 | $1,345 萬 | 0.21% | −3,676−9.2% | 減碼 |
| Diamond Hill Capital Management Inc | 35,537 | $1,333 萬 | 0.06% | +1,020+3.0% | 加碼 |
| Logan Capital Management Inc | 34,545 | $1,295 萬 | 0.60% | −5,731−14.2% | 減碼 |
| Pathstone Holdings, LLC | 33,208 | $1,245 萬 | 0.05% | −3,627−9.8% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 32,395 | $1,215 萬 | 0.12% | −29,896−48.0% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 32,000 | $1,200 萬 | 0.02% | −13,000−28.9% | 減碼 |
| Icon Advisers Inc | 31,288 | $1,173 萬 | 2.68% | −195−0.6% | 減碼 |
| Asset Management One Co.,Ltd. | 30,350 | $1,138 萬 | 0.04% | +1,892+6.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 30,301 | $1,136 萬 | 0.16% | −12,497−29.2% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 29,900 | $1,121 萬 | 0.08% | +2,400+8.7% | 加碼 |
| Victory Capital Management Inc | 29,855 | $1,119 萬 | 0.01% | −1,114−3.6% | 減碼 |
| Burney Co | 29,837 | $1,119 萬 | 0.38% | +29,837 | 新進 |
| Kennedy Capital Management, Inc. | 29,780 | $1,117 萬 | 0.27% | −6,385−17.7% | 減碼 |
| Reinhart Partners, Inc. | 29,716 | $1,114 萬 | 0.38% | −2,905−8.9% | 減碼 |
| Quantinno Capital Management LP | 29,331 | $1,100 萬 | 0.05% | +7,936+37.1% | 加碼 |
| Private Advisor Group, LLC | 29,081 | $1,090 萬 | 0.06% | +2,375+8.9% | 加碼 |
| Thames Capital Management LLC | 28,954 | $1,086 萬 | 2.46% | +28,954 | 新進 |
| KLP Kapitalforvaltning AS | 27,800 | $1,042 萬 | 0.04% | +1,300+4.9% | 加碼 |
| Teca Partners, LP | 26,774 | $1,004 萬 | 7.01% | −11,349−29.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 26,703 | $1,001 萬 | 0.04% | +1,900+7.7% | 加碼 |
| Resona Asset Management Co.,Ltd. | 26,346 | $984.4 萬 | 0.05% | +2,754+11.7% | 加碼 |
| ArrowMark Colorado Holdings LLC | 25,835 | $968.7 萬 | 0.17% | −5,000−16.2% | 減碼 |
| Public Employees Retirement System of Ohio | 25,359 | $950.9 萬 | 0.03% | +1,564+6.6% | 加碼 |
| Whittier Trust Co | 25,076 | $940.2 萬 | 0.11% | +710+2.9% | 加碼 |
| KWB Wealth | 28,441 | $930.4 萬 | 1.13% | +30.0% | 加碼 |
| La Banque Postale Asset Management SA | 24,571 | $921.3 萬 | 0.13% | +2,598+11.8% | 加碼 |
| Nomura Asset Management Co Ltd | 24,353 | $913.2 萬 | 0.03% | +1,881+8.4% | 加碼 |
| Brant Point Investment Management LLC | 24,115 | $904.2 萬 | 2.06% | +949+4.1% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 23,994 | $899.7 萬 | 0.05% | +235+1.0% | 加碼 |
| Channing Capital Management, LLC | 23,552 | $883.1 萬 | 0.25% | −9,463−28.7% | 減碼 |
| Arizona State Retirement System | 23,347 | $875.4 萬 | 0.05% | +1,720+8.0% | 加碼 |
| Teacher Retirement System of Texas | 23,270 | $872.6 萬 | 0.04% | −7,508−24.4% | 減碼 |
| Bank of Montreal | 23,260 | $872.2 萬 | 0.00% | +9,594+70.2% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,619 | $848.1 萬 | 0.02% | +621+2.8% | 加碼 |
| Castleark Management LLC | 22,550 | $845.6 萬 | 0.25% | +2,660+13.4% | 加碼 |
| Swedbank AB | 22,487 | $843.2 萬 | 0.01% | +22,487 | 新進 |
| Schonfeld Strategic Advisors LLC | 22,153 | $830.7 萬 | 0.06% | +2,867+14.9% | 加碼 |
| MML Investors Services, LLC | 20,737 | $777.6 萬 | 0.02% | +635+3.2% | 加碼 |
| US Bancorp | 20,559 | $771.0 萬 | 0.01% | −476−2.3% | 減碼 |
| Marshall Wace, LLP | 20,515 | $769.3 萬 | 0.01% | −656,721−97.0% | 減碼 |
| Winthrop Advisory Group LLC | 20,354 | $763.2 萬 | 0.74% | −225−1.1% | 減碼 |
| Atria Investments LLC | 20,110 | $754.1 萬 | 0.09% | +111+0.6% | 加碼 |
| Handelsbanken Fonder AB | 19,681 | $738.0 萬 | 0.03% | −1,500−7.1% | 減碼 |
| Storebrand Asset Management AS | 19,669 | $737.5 萬 | 0.02% | +97+0.5% | 加碼 |
| Sanctuary Advisors, LLC | 19,582 | $734.3 萬 | 0.05% | +1,898+10.7% | 加碼 |
| 2Xideas AG | 19,439 | $728.9 萬 | 1.26% | −9,175−32.1% | 減碼 |
| Illinois Municipal Retirement Fund | 19,434 | $728.7 萬 | 0.10% | +1,692+9.5% | 加碼 |
| Argent Capital Management LLC | 19,229 | $721.0 萬 | 0.21% | −17−0.1% | 減碼 |