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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 19,083 | $715.5 萬 | 0.01% | +683+3.7% | 加碼 |
| National Bank of Canada | 18,856 | $707.0 萬 | 0.01% | −4,623−19.7% | 減碼 |
| Tocqueville Asset Management L.P. | 18,719 | $701.9 萬 | 0.11% | +18,719 | 新進 |
| Edgestream Partners, L.P. | 18,507 | $694.0 萬 | 0.19% | +8,449+84.0% | 加碼 |
| Eagle Rock Investment Company, LLC | 18,022 | $675.8 萬 | 1.07% | −37−0.2% | 減碼 |
| Swiss Life Asset Management Ltd | 17,956 | $673.3 萬 | 0.04% | +7,732+75.6% | 加碼 |
| Strategic Global Advisors, LLC | 17,835 | $668.8 萬 | 1.09% | +1,036+6.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 17,474 | $655.1 萬 | 0.03% | +1,349+8.4% | 加碼 |
| IFM Investors Pty Ltd | 17,379 | $651.7 萬 | 0.06% | +2,684+18.3% | 加碼 |
| Empowered Funds, LLC | 17,369 | $651.3 萬 | 0.07% | +5,876+51.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 17,000 | $637.4 萬 | 0.06% | −2,300−11.9% | 減碼 |
| Banco BTG Pactual S.A. | 16,507 | $619.0 萬 | 1.26% | +16,507 | 新進 |
| Voloridge Investment Management, LLC | 16,446 | $616.7 萬 | 0.02% | −113,862−87.4% | 減碼 |
| Forsta Ap-Fonden | 16,400 | $615.0 萬 | 0.04% | +1,400+9.3% | 加碼 |
| Capital World Investors | 16,367 | $613.7 萬 | 0.00% | +10,932+201.1% | 加碼 |
| Xponance, Inc. | 16,283 | $610.6 萬 | 0.05% | +1,578+10.7% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,202 | $607.5 萬 | 0.01% | +1,670+11.5% | 加碼 |
| SCS Capital Management LLC | 16,161 | $606.0 萬 | 0.07% | −56,367−77.7% | 減碼 |
| Primecap Management Co | 16,000 | $600.0 萬 | 0.00% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,731 | $589.9 萬 | 0.05% | −179−1.1% | 減碼 |
| Silvant Capital Management LLC | 15,701 | $588.7 萬 | 0.22% | 00.0% | 不變 |
| Commerce Bank | 15,156 | $568.3 萬 | 0.03% | −476−3.0% | 減碼 |
| Sterling Capital Management LLC | 15,031 | $563.6 萬 | 0.08% | −127−0.8% | 減碼 |
| ExodusPoint Capital Management, LP | 14,690 | $550.8 萬 | 0.07% | +14,690 | 新進 |
| O'Shaughnessy Asset Management, LLC | 14,626 | $548.4 萬 | 0.04% | −78−0.5% | 減碼 |
| Toronto Dominion Bank | 14,558 | $545.9 萬 | 0.01% | +3,296+29.3% | 加碼 |
| KBC Group NV | 14,361 | $538.4 萬 | 0.01% | +682+5.0% | 加碼 |
| DnB Asset Management AS | 14,350 | $538.1 萬 | 0.02% | +541+3.9% | 加碼 |
| TD Private Client Wealth LLC | 14,234 | $533.7 萬 | 0.13% | +2,168+18.0% | 加碼 |
| Iridian Asset Management LLC | 13,937 | $522.6 萬 | 1.81% | −6,964−33.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 13,833 | $518.7 萬 | 0.12% | +416+3.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 13,515 | $505.9 萬 | 0.04% | +3,358+33.1% | 加碼 |
| Daiwa Securities Group Inc. | 13,221 | $495.7 萬 | 0.02% | −3,367−20.3% | 減碼 |
| Advisor Group Holdings, Inc. | 13,084 | $489.7 萬 | 0.01% | +2,673+25.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 13,050 | $489.3 萬 | 0.06% | +2,123+19.4% | 加碼 |
| HighTower Advisors, LLC | 13,019 | $488.2 萬 | 0.01% | −743−5.4% | 減碼 |
| CIBC World Markets Inc. | 12,818 | $480.6 萬 | 0.01% | +93+0.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 12,803 | $480.1 萬 | 0.01% | +6,474+102.3% | 加碼 |
| Otter Creek Advisors, LLC | 12,693 | $475.9 萬 | 3.57% | +1,848+17.0% | 加碼 |
| British Columbia Investment Management Corp | 12,581 | $471.7 萬 | 0.03% | −1,738−12.1% | 減碼 |
| Utah Retirement Systems | 12,540 | $470.2 萬 | 0.05% | +223+1.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 12,219 | $458.2 萬 | 0.01% | +3,893+46.8% | 加碼 |
| Verition Fund Management LLC | 12,124 | $454.6 萬 | 0.03% | −31,856−72.4% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 12,094 | $453.5 萬 | 0.04% | +1,273+11.8% | 加碼 |
| Tobam | 11,753 | $440.7 萬 | 1.72% | −4,578−28.0% | 減碼 |
| Mariner, LLC | 11,709 | $438.8 萬 | 0.01% | −1,945−14.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 11,468 | $430.0 萬 | 0.26% | −989−7.9% | 減碼 |
| Genus Capital Management Inc. | 11,427 | $428.5 萬 | 0.55% | +1,332+13.2% | 加碼 |
| Commonwealth Equity Services, LLC | 11,131 | $417.4 萬 | 0.01% | +4,140+59.2% | 加碼 |
| Federated Hermes, Inc. | 10,971 | $411.4 萬 | 0.01% | −2,572−19.0% | 減碼 |
| United Asset Strategies, Inc. | 10,849 | $406.8 萬 | 0.35% | −178−1.6% | 減碼 |
| Anchor Investment Management, LLC | 10,358 | $388.4 萬 | 0.34% | +587+6.0% | 加碼 |
| Blair William & Co | 10,148 | $380.5 萬 | 0.01% | −10,290−50.3% | 減碼 |
| Impax Asset Management Group plc | 10,072 | $377.7 萬 | 0.02% | +10,072 | 新進 |
| Retirement Capital Strategies | 10,041 | $376.5 萬 | 1.49% | 00.0% | 不變 |
| Cerity Partners LLC | 10,011 | $375.4 萬 | 0.01% | −2,121−17.5% | 減碼 |
| Nissay Asset Management Corp | 9,940 | $372.7 萬 | 0.02% | +645+6.9% | 加碼 |
| Kerusso Capital Management LLC | 9,737 | $365.1 萬 | 2.26% | +4,762+95.7% | 加碼 |
| Greenleaf Trust | 9,287 | $348.2 萬 | 0.03% | −108−1.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 9,009 | $346.0 萬 | 0.01% | +992+12.4% | 加碼 |
| Cinctive Capital Management LP | 9,213 | $345.5 萬 | 0.19% | −23,371−71.7% | 減碼 |
| JustInvest LLC | 9,163 | $343.6 萬 | 0.04% | +1,560+20.5% | 加碼 |
| Beacon Investment Advisors LLC | 9,343 | $341.0 萬 | 1.47% | +10+0.1% | 加碼 |
| Oliver Luxxe Assets LLC | 9,085 | $340.7 萬 | 0.61% | +66+0.7% | 加碼 |
| F/M Investments LLC | 9,046 | $339.2 萬 | 0.12% | +468+5.5% | 加碼 |
| Banque Cantonale Vaudoise | 8,829 | $331.1 萬 | 0.14% | +5,874+198.8% | 加碼 |
| Brinker Capital Investments, LLC | 8,797 | $329.8 萬 | 0.03% | +132+1.5% | 加碼 |
| Annex Advisory Services, LLC | 8,788 | $329.5 萬 | 0.08% | +184+2.1% | 加碼 |
| Flynn Zito Capital Management, LLC | 8,634 | $323.8 萬 | 1.36% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 8,572 | $321.4 萬 | 0.01% | −8,901−50.9% | 減碼 |
| DekaBank Deutsche Girozentrale | 8,718 | $317.3 萬 | 0.01% | +91+1.1% | 加碼 |
| OP Asset Management Ltd | 8,437 | $316.4 萬 | 0.05% | +331+4.1% | 加碼 |
| Van Eck Associates Corp | 8,308 | $311.5 萬 | 0.00% | −24,021−74.3% | 減碼 |
| Caldwell Trust Co | 8,138 | $305.2 萬 | 0.31% | −49−0.6% | 減碼 |
| Diversified Trust Co | 8,132 | $304.9 萬 | 0.07% | +1,782+28.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 8,104 | $303.9 萬 | 0.01% | −111−1.4% | 減碼 |
| Nisa Investment Advisors, LLC | 8,016 | $300.6 萬 | 0.01% | +1,519+23.4% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 7,987 | $299.5 萬 | 0.12% | −10.0% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 7,948 | $298.0 萬 | 0.09% | +7,948 | 新進 |
| Omers Administration Corp | 7,732 | $289.9 萬 | 0.02% | −30,500−79.8% | 減碼 |
| HB Wealth Management, LLC | 7,614 | $285.5 萬 | 0.02% | +381+5.3% | 加碼 |
| Hennessy Advisors Inc | 7,600 | $285.0 萬 | 0.10% | −200−2.6% | 減碼 |
| HM Payson & Co | 7,561 | $283.5 萬 | 0.04% | −74−1.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 7,468 | $280.0 萬 | 0.01% | 00.0% | 不變 |
| Stenger Family Office, LLC | 6,989 | $278.9 萬 | 0.73% | +6,989 | 新進 |
| Prudential PLC | 7,301 | $273.8 萬 | 0.02% | +280+4.0% | 加碼 |
| Virtu Financial LLC | 7,272 | $272.6 萬 | 0.14% | +7,272 | 新進 |
| Aware Super Pty Ltd as trustee of Aware Super | 7,232 | $271.2 萬 | 0.04% | −27,461−79.2% | 減碼 |
| AE Wealth Management LLC | 7,211 | $270.4 萬 | 0.02% | +1,665+30.0% | 加碼 |
| Creative Planning | 7,125 | $267.2 萬 | 0.00% | +1,487+26.4% | 加碼 |
| Amalgamated Bank | 7,079 | $265.4 萬 | 0.02% | +1,204+20.5% | 加碼 |
| Allworth Financial LP | 7,075 | $265.3 萬 | 0.01% | +6,544+1,232.4% | 加碼 |
| Catalyst Capital Advisors LLC | 7,010 | $262.9 萬 | 0.05% | +5,300+309.9% | 加碼 |
| Coppell Advisory Solutions LLC | 7,102 | $259.2 萬 | 0.31% | +7,102 | 新進 |
| Candriam Luxembourg S.C.A. | 6,871 | $257.7 萬 | 0.01% | +533+8.4% | 加碼 |
| Garrett Investment Advisors LLC | 6,844 | $256.6 萬 | 0.23% | +127+1.9% | 加碼 |
| Bridgeway Capital Management, LLC | 6,840 | $256.5 萬 | 0.06% | −170−2.4% | 減碼 |
| Two Sigma Investments, LP | 6,691 | $250.9 萬 | 0.00% | −25−0.4% | 減碼 |
| Laurion Capital Management LP | 6,646 | $249.2 萬 | 0.29% | −14,741−68.9% | 減碼 |
| Integrated Investment Consultants, LLC | 6,643 | $249.1 萬 | 0.49% | −533−7.4% | 減碼 |