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 |
|---|---|---|---|---|---|
| Investment Management Corp of Ontario | 2,747 | $103.0 萬 | 0.02% | −200−6.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 2,745 | $102.9 萬 | 0.00% | +1,596+138.9% | 加碼 |
| Friedenthal Financial | 2,674 | $100.3 萬 | 0.55% | −228−7.9% | 減碼 |
| Moran Wealth Management, LLC | 2,648 | $99.3 萬 | 0.03% | +37+1.4% | 加碼 |
| Everence Capital Management Inc | 2,640 | $99.0 萬 | 0.06% | 00.0% | 不變 |
| Ostrum Asset Management | 2,612 | $97.9 萬 | 0.05% | −76−2.8% | 減碼 |
| PEAK6 LLC | 2,595 | $97.3 萬 | 0.03% | −1,535−37.2% | 減碼 |
| Versor Investments LP | 2,576 | $96.6 萬 | 0.17% | −1,745−40.4% | 減碼 |
| Mutual of America Capital Management LLC | 2,571 | $96.4 萬 | 0.01% | 00.0% | 不變 |
| Tran Capital Management, L.P. | 2,554 | $95.8 萬 | 0.11% | +2,554 | 新進 |
| Parallel Advisors, LLC | 2,514 | $94.3 萬 | 0.02% | −20−0.8% | 減碼 |
| Garrett Wealth Advisory Group, LLC | 2,500 | $93.7 萬 | 0.20% | 00.0% | 不變 |
| Maltese Capital Management LLC | 2,500 | $93.7 萬 | 0.13% | +2,000+400.0% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,497 | $93.6 萬 | 0.03% | −391−13.5% | 減碼 |
| Lido Advisors, LLC | 2,484 | $93.2 萬 | 0.00% | +710+40.0% | 加碼 |
| Ritholtz Wealth Management | 2,481 | $93.0 萬 | 0.02% | +5+0.2% | 加碼 |
| HighPoint Advisor Group LLC | 2,462 | $92.3 萬 | 0.05% | +89+3.8% | 加碼 |
| Bryn Mawr Trust Co | 2,418 | $90.7 萬 | 0.02% | +602+33.1% | 加碼 |
| Vident Advisory, LLC | 2,409 | $90.3 萬 | 0.01% | −341−12.4% | 減碼 |
| Harbour Investments, Inc. | 2,397 | $89.9 萬 | 0.02% | +2,388+26,533.3% | 加碼 |
| Assenagon Asset Management S.A. | 2,387 | $89.5 萬 | 0.00% | +148+6.6% | 加碼 |
| Thrivent Financial for Lutherans | 2,410 | $88.0 萬 | 0.00% | −265−9.9% | 減碼 |
| Retireful, LLC | 2,334 | $87.5 萬 | 0.60% | −1,346−36.6% | 減碼 |
| Hunting Hill Global Capital, LLC | 2,300 | $86.2 萬 | 0.47% | +429+22.9% | 加碼 |
| Encompass More Asset Management | 2,279 | $85.5 萬 | 0.20% | +2,279 | 新進 |
| London Co of Virginia | 2,270 | $85.1 萬 | 0.00% | 00.0% | 不變 |
| Greenline Partners, LLC | 2,266 | $85.0 萬 | 0.11% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 2,255 | $84.6 萬 | 0.01% | −12−0.5% | 減碼 |
| Root Financial Partners, LLC | 2,249 | $84.3 萬 | 0.08% | +49+2.2% | 加碼 |
| Toroso Investments, LLC | 2,219 | $83.2 萬 | 0.01% | −3,786−63.0% | 減碼 |
| Everpar Advisors LLC | 2,201 | $82.5 萬 | 0.38% | −11−0.5% | 減碼 |
| Oxford Asset Management LLP | 2,196 | $82.3 萬 | 0.27% | +2,196 | 新進 |
| Gibbs Wealth Management | 2,152 | $80.7 萬 | 0.16% | +12+0.6% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,151 | $80.7 萬 | 0.06% | −13−0.6% | 減碼 |
| Axxcess Wealth Management, LLC | 2,150 | $80.6 萬 | 0.02% | +25+1.2% | 加碼 |
| Snowden Capital Advisors LLC | 2,140 | $80.2 萬 | 0.02% | −1,187−35.7% | 減碼 |
| Vise Technologies, Inc. | 2,121 | $79.5 萬 | 0.03% | +2,121 | 新進 |
| Stratos Wealth Partners, LTD. | 2,120 | $79.5 萬 | 0.01% | +37+1.8% | 加碼 |
| E. Ohman J:or Asset Management AB | 2,100 | $78.7 萬 | 0.02% | 00.0% | 不變 |
| NBC Securities, Inc. | 2,080 | $77.9 萬 | 0.06% | −49−2.3% | 減碼 |
| Davenport & Co LLC | 2,075 | $77.8 萬 | 0.00% | +157+8.2% | 加碼 |
| Principal Securities, Inc. | 2,065 | $77.4 萬 | 0.01% | +1,014+96.5% | 加碼 |
| Heritage Family Offices, LLP | 2,269 | $76.4 萬 | 0.39% | 00.0% | 不變 |
| Spire Wealth Management | 2,005 | $75.2 萬 | 0.03% | +1,831+1,052.3% | 加碼 |
| WJ Wealth Management, LLC | 2,000 | $75.0 萬 | 0.24% | 00.0% | 不變 |
| Emerald Advisers, LLC | 2,000 | $75.0 萬 | 0.03% | +883+79.1% | 加碼 |
| XML Financial, LLC | 1,996 | $74.9 萬 | 0.06% | −25−1.2% | 減碼 |
| Hallmark Capital Management Inc | 1,995 | $74.8 萬 | 0.05% | −269−11.9% | 減碼 |
| QRG Capital Management, Inc. | 1,935 | $72.5 萬 | 0.01% | +94+5.1% | 加碼 |
| Applied Finance Capital Management, LLC | 1,885 | $70.7 萬 | 0.05% | +39+2.1% | 加碼 |
| Scott Marsh Financial, LLC | 1,882 | $70.6 萬 | 0.26% | +1,882 | 新進 |
| Gladstone Institutional Advisory LLC | 1,854 | $69.5 萬 | 0.03% | −165−8.2% | 減碼 |
| CWM, LLC | 1,846 | $69.2 萬 | 0.00% | −932−33.5% | 減碼 |
| Advisors Asset Management, Inc. | 1,842 | $69.1 萬 | 0.01% | +331+21.9% | 加碼 |
| Sheets Smith Wealth Management | 1,820 | $68.2 萬 | 0.08% | +1,820 | 新進 |
| Yousif Capital Management, LLC | 1,803 | $67.6 萬 | 0.01% | +5+0.3% | 加碼 |
| Dark Forest Capital Management LP | 1,793 | $67.2 萬 | 0.03% | +1,793 | 新進 |
| Cresset Asset Management, LLC | 1,790 | $67.1 萬 | 0.00% | +986+122.6% | 加碼 |
| CoreCap Advisors, LLC | 1,788 | $67.1 萬 | 0.03% | +1,619+958.0% | 加碼 |
| Wealth Alliance | 1,716 | $64.3 萬 | 0.07% | +61+3.7% | 加碼 |
| Coldstream Capital Management Inc | 1,697 | $63.6 萬 | 0.01% | −4−0.2% | 減碼 |
| Advisor OS, LLC | 1,696 | $63.6 萬 | 0.06% | −82−4.6% | 減碼 |
| Stephens Inc | 1,696 | $63.6 萬 | 0.01% | −562−24.9% | 減碼 |
| Venturi Wealth Management, LLC | 1,693 | $63.5 萬 | 0.03% | −406−19.3% | 減碼 |
| Sanchez Wealth Management Group | 1,689 | $63.3 萬 | 0.15% | +1+0.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 1,672 | $62.7 萬 | 0.00% | +341+25.6% | 加碼 |
| Magnolia Private Wealth, LLC | 1,662 | $62.3 萬 | 0.48% | +33+2.0% | 加碼 |
| Apollon Wealth Management, LLC | 1,658 | $62.2 萬 | 0.01% | +391+30.9% | 加碼 |
| Old National Bancorp | 1,656 | $62.1 萬 | 0.01% | +232+16.3% | 加碼 |
| Wedmont Private Capital | 1,625 | $61.9 萬 | 0.03% | +19+1.2% | 加碼 |
| Quadrant Capital Group LLC | 1,640 | $61.5 萬 | 0.02% | −37−2.2% | 減碼 |
| Hamilton Capital Partners Inc. | 1,634 | $61.3 萬 | 0.03% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 1,624 | $60.9 萬 | 0.06% | +1,624 | 新進 |
| SummitTX Capital, L.P. | 1,606 | $60.2 萬 | 0.03% | −5,008−75.7% | 減碼 |
| Arkadios Wealth Advisors | 1,601 | $60.1 萬 | 0.02% | +615+62.4% | 加碼 |
| Capula Management Ltd | 1,600 | $60.0 萬 | 0.01% | +1,600 | 新進 |
| MONECO Advisors, LLC | 1,585 | $59.4 萬 | 0.06% | −266−14.4% | 減碼 |
| Potentia Wealth | 1,578 | $59.2 萬 | 0.34% | 00.0% | 不變 |
| Pennsylvania Capital Management Inc | 1,572 | $58.9 萬 | 0.19% | 00.0% | 不變 |
| World Equity Group, Inc. | 1,552 | $58.2 萬 | 0.16% | +723+87.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,550 | $58.1 萬 | 0.00% | +1,550 | 新進 |
| Riverpoint Wealth Management Holdings, LLC | 1,543 | $57.9 萬 | 0.14% | +1+0.1% | 加碼 |
| DGS Capital Management, LLC | 1,538 | $57.7 萬 | 0.12% | +194+14.4% | 加碼 |
| Okabena Investment Services Inc | 1,533 | $57.5 萬 | 0.13% | −207−11.9% | 減碼 |
| Benjamin Edwards Inc | 1,494 | $56.0 萬 | 0.01% | +755+102.2% | 加碼 |
| Pettee Investors, Inc. | 1,490 | $55.9 萬 | 0.33% | +1,490 | 新進 |
| Yarbrough Capital, LLC | 1,481 | $55.5 萬 | 0.02% | −1,880−55.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,473 | $55.2 萬 | 0.00% | −1,792−54.9% | 減碼 |
| Assetmark, Inc | 1,465 | $54.9 萬 | 0.00% | +238+19.4% | 加碼 |
| Thrive Wealth Management, LLC | 1,460 | $54.7 萬 | 0.09% | +56+4.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 1,451 | $54.4 萬 | 0.01% | +1+0.1% | 加碼 |
| Signaturefd, LLC | 1,441 | $54.0 萬 | 0.01% | −112−7.2% | 減碼 |
| Globeflex Capital L P | 1,420 | $53.2 萬 | 0.04% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 1,414 | $53.0 萬 | 0.01% | +76+5.7% | 加碼 |
| Scientech Research LLC | 1,413 | $53.0 萬 | 0.13% | +1,413 | 新進 |
| J.Safra Asset Management Corp | 1,408 | $52.8 萬 | 0.04% | +174+14.1% | 加碼 |
| UniSuper Management Pty Ltd | 1,400 | $52.5 萬 | 0.00% | −200−12.5% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,400 | $52.5 萬 | 0.07% | +4+0.3% | 加碼 |
| Pensionmark Financial Group, LLC | 1,400 | $52.5 萬 | 0.01% | +1,400 | 新進 |
| Spahn Wealth & Retirement LLC | 1,386 | $52.0 萬 | 0.33% | 00.0% | 不變 |