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 |
|---|---|---|---|---|---|
| James Investment Research Inc | 6,595 | $247.3 萬 | 0.29% | +92+1.4% | 加碼 |
| Nordea Investment Management AB | 6,686 | $247.1 萬 | 0.00% | +248+3.9% | 加碼 |
| Summit Trail Advisors, LLC | 6,584 | $246.9 萬 | 0.04% | −71−1.1% | 減碼 |
| Tredje AP-fonden | 6,541 | $245.3 萬 | 0.02% | +596+10.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,476 | $242.8 萬 | 0.00% | −634−8.9% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,447 | $241.7 萬 | 0.07% | −14,878−69.8% | 減碼 |
| Ethic Inc. | 6,612 | $241.3 萬 | 0.04% | +1,130+20.6% | 加碼 |
| King Luther Capital Management Corp | 6,366 | $238.7 萬 | 0.01% | −497−7.2% | 減碼 |
| Baird Financial Group, Inc. | 6,059 | $227.2 萬 | 0.00% | +49+0.8% | 加碼 |
| Sterling Group Wealth Management, LLC | 5,967 | $223.7 萬 | 1.24% | −568−8.7% | 減碼 |
| Generali Asset Management SPA SGR | 5,955 | $223.3 萬 | 0.05% | +5,955 | 新進 |
| TownSquare Capital, LLC | 5,930 | $222.4 萬 | 0.22% | −11,789−66.5% | 減碼 |
| EFG Asset Management (North America) Corp. | 5,921 | $222.0 萬 | 0.31% | +2,896+95.7% | 加碼 |
| Jackson Wealth Management, LLC | 5,921 | $222.0 萬 | 0.24% | +5,921 | 新進 |
| Gradient Investments LLC | 5,885 | $220.7 萬 | 0.04% | −595−9.2% | 減碼 |
| Avanza Fonder AB | 5,607 | $210.2 萬 | 0.06% | 00.0% | 不變 |
| VestGen Advisors, LLC | 5,519 | $206.9 萬 | 0.08% | +335+6.5% | 加碼 |
| Coastal Bridge Advisors, LLC | 5,492 | $205.9 萬 | 0.17% | +5,492 | 新進 |
| Dynasty Wealth Management, LLC | 5,435 | $203.8 萬 | 0.03% | −896−14.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 5,424 | $203.4 萬 | 0.05% | +5,424 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 5,356 | $200.8 萬 | 0.01% | +3,747+232.9% | 加碼 |
| Northwest & Ethical Investments L.P. | 5,460 | $199.3 萬 | 0.05% | +900+19.7% | 加碼 |
| Yorktown Management & Research Co Inc | 5,290 | $198.4 萬 | 1.89% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 5,275 | $197.8 萬 | 0.19% | 00.0% | 不變 |
| TT International Asset Management LTD | 5,122 | $192.1 萬 | 0.39% | −6,841−57.2% | 減碼 |
| Dana Investment Advisors, Inc. | 5,075 | $190.3 萬 | 0.06% | −983−16.2% | 減碼 |
| Kentucky Retirement Systems | 5,069 | $190.1 萬 | 0.06% | −13−0.3% | 減碼 |
| Gabelli Funds LLC | 5,021 | $188.3 萬 | 0.01% | −462−8.4% | 減碼 |
| Future Fund LLC | 5,004 | $187.6 萬 | 0.84% | +353+7.6% | 加碼 |
| Mackenzie Financial Corp | 4,968 | $186.3 萬 | 0.00% | +535+12.1% | 加碼 |
| MetLife Investment Management | 4,955 | $185.8 萬 | 0.01% | +376+8.2% | 加碼 |
| Paradigm Asset Management Co LLC | 4,800 | $180.0 萬 | 0.44% | +4,800 | 新進 |
| Jain Global LLC | 4,792 | $179.7 萬 | 0.03% | +4,792 | 新進 |
| M&T Bank Corp | 4,788 | $179.5 萬 | 0.01% | +83+1.8% | 加碼 |
| Dynamic Technology Lab Private Ltd | 4,766 | $178.7 萬 | 0.24% | +4,766 | 新進 |
| Shepherd Financial Partners LLC | 4,755 | $178.3 萬 | 0.19% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 4,748 | $178.0 萬 | 0.01% | +3,521+287.0% | 加碼 |
| Pitcairn Co | 4,728 | $177.3 萬 | 0.12% | −1,045−18.1% | 減碼 |
| EFG Asset Management (Americas) Corp. | 4,638 | $173.9 萬 | 0.32% | +2,232+92.8% | 加碼 |
| Fulton Bank, N.A. | 4,583 | $171.8 萬 | 0.06% | +415+10.0% | 加碼 |
| Prudential Financial Inc | 4,576 | $171.6 萬 | 0.00% | +1,722+60.3% | 加碼 |
| Kestra Advisory Services, LLC | 4,521 | $169.5 萬 | 0.01% | +520+13.0% | 加碼 |
| Winton Group Ltd | 4,428 | $166.0 萬 | 0.08% | +4,428 | 新進 |
| Magnetar Financial LLC | 4,421 | $165.8 萬 | 0.01% | +4,421 | 新進 |
| Sheets Smith Investment Management | 4,330 | $162.4 萬 | 1.43% | +4,330 | 新進 |
| Brevan Howard Capital Management LP | 4,317 | $161.9 萬 | 0.02% | −1,024−19.2% | 減碼 |
| Colony Group, LLC | 4,280 | $160.5 萬 | 0.00% | −80−1.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 4,265 | $159.9 萬 | 0.06% | 00.0% | 不變 |
| Prana Capital Management, LP | 4,197 | $157.4 萬 | 0.06% | +4,197 | 新進 |
| Park Avenue Securities LLC | 4,163 | $156.1 萬 | 0.01% | +22+0.5% | 加碼 |
| Intech Investment Management LLC | 4,133 | $155.0 萬 | 0.01% | −230−5.3% | 減碼 |
| Castle Hook Partners LP | 4,046 | $151.7 萬 | 0.02% | +4,046 | 新進 |
| RSM US Wealth Management LLC | 4,039 | $151.4 萬 | 0.02% | +639+18.8% | 加碼 |
| Callan Family Office, LLC | 4,037 | $151.4 萬 | 0.05% | +4,037 | 新進 |
| Catalyst Funds Management Pty Ltd | 4,000 | $150.0 萬 | 0.41% | +4,000 | 新進 |
| Maryland State Retirement & Pension System | 3,873 | $145.2 萬 | 0.03% | +394+11.3% | 加碼 |
| Crawford Investment Counsel Inc | 3,849 | $144.3 萬 | 0.03% | −1,102−22.3% | 減碼 |
| We Are One Seven, LLC | 3,814 | $143.0 萬 | 0.05% | +3,814 | 新進 |
| Resources Investment Advisors, LLC. | 3,791 | $142.2 萬 | 0.02% | −32−0.8% | 減碼 |
| Independent Advisor Alliance | 3,775 | $141.5 萬 | 0.04% | +52+1.4% | 加碼 |
| Jane Street Group, LLC | 3,723 | $139.6 萬 | 0.00% | −7,652−67.3% | 減碼 |
| Merit Financial Group, LLC | 3,721 | $139.5 萬 | 0.02% | +380+11.4% | 加碼 |
| LVW Advisors, LLC | 3,705 | $138.9 萬 | 0.16% | −214−5.5% | 減碼 |
| Inceptionr LLC | 3,613 | $135.5 萬 | 0.31% | +3,613 | 新進 |
| Sumitomo Life Insurance Co | 3,606 | $135.2 萬 | 0.09% | −210−5.5% | 減碼 |
| Gateway Investment Advisers LLC | 3,515 | $131.8 萬 | 0.01% | +337+10.6% | 加碼 |
| Central Pacific Bank - Trust Division | 3,487 | $130.8 萬 | 0.17% | +1,090+45.5% | 加碼 |
| Aureus Asset Management, LLC | 3,473 | $130.2 萬 | 0.08% | 00.0% | 不變 |
| GWM Advisors LLC | 3,406 | $127.7 萬 | 0.01% | −119−3.4% | 減碼 |
| IHT Wealth Management, LLC | 3,356 | $125.8 萬 | 0.03% | −222−6.2% | 減碼 |
| Mount Yale Investment Advisors, LLC | 3,355 | $125.8 萬 | 0.10% | +382+12.8% | 加碼 |
| Bessemer Group Inc | 3,331 | $124.9 萬 | 0.00% | +712+27.2% | 加碼 |
| CIBC World Markets Corp | 3,330 | $124.9 萬 | 0.01% | −77−2.3% | 減碼 |
| Fiduciary Trust Co | 3,325 | $124.7 萬 | 0.02% | +889+36.5% | 加碼 |
| Jump Financial, LLC | 3,300 | $123.7 萬 | 0.02% | +2,291+227.1% | 加碼 |
| Meeder Asset Management Inc | 3,296 | $123.6 萬 | 0.08% | +3,183+2,816.8% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 3,294 | $123.5 萬 | 0.06% | +111+3.5% | 加碼 |
| Quantbot Technologies LP | 3,241 | $121.5 萬 | 0.03% | +3,241 | 新進 |
| CIBC Asset Management Inc | 3,236 | $121.3 萬 | 0.00% | −184−5.4% | 減碼 |
| SkyView Investment Advisors, LLC | 3,257 | $118.9 萬 | 0.17% | +80+2.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 3,145 | $118.0 萬 | 0.01% | +434+16.0% | 加碼 |
| Shelton Wealth Management, LLC | 3,129 | $117.3 萬 | 0.59% | +90+3.0% | 加碼 |
| Shell Asset Management Co | 3,103 | $116.4 萬 | 0.04% | +1,793+136.9% | 加碼 |
| ASR Vermogensbeheer N.V. | 3,089 | $115.8 萬 | 0.02% | +957+44.9% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 3,064 | $114.9 萬 | 0.01% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 3,048 | $114.3 萬 | 0.01% | +708+30.3% | 加碼 |
| Machina Capital S.A.S. | 2,999 | $112.5 萬 | 0.23% | +1,055+54.3% | 加碼 |
| Wolverine Trading, LLC | 3,076 | $112.3 萬 | 0.03% | −6,505−67.9% | 減碼 |
| Mercer Global Advisors Inc | 2,957 | $110.9 萬 | 0.00% | +142+5.0% | 加碼 |
| MAI Capital Management | 2,953 | $110.7 萬 | 0.01% | +82+2.9% | 加碼 |
| Schroder Investment Management Group | 2,906 | $109.0 萬 | 0.00% | −619−17.6% | 減碼 |
| Bayesian Capital Management, LP | 2,900 | $108.7 萬 | 0.17% | +2,900 | 新進 |
| Vestcor Inc | 2,890 | $108.4 萬 | 0.03% | −9−0.3% | 減碼 |
| Wealthfront Advisers LLC | 2,880 | $108.0 萬 | 0.00% | +181+6.7% | 加碼 |
| Integrated Wealth Concepts LLC | 2,858 | $107.2 萬 | 0.01% | −1,005−26.0% | 減碼 |
| Impact Capital Partners LLC | 2,850 | $106.9 萬 | 0.35% | −92−3.1% | 減碼 |
| Gsa Capital Partners LLP | 2,838 | $106.4 萬 | 0.07% | +2,838 | 新進 |
| Tokio Marine Asset Management Co Ltd | 2,796 | $104.8 萬 | 0.04% | −35,385−92.7% | 減碼 |
| Sowell Financial Services LLC | 2,777 | $104.1 萬 | 0.04% | −149−5.1% | 減碼 |
| OV Management LLC | 2,777 | $104.1 萬 | 0.87% | −4,223−60.3% | 減碼 |