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 3 季 13F 持有人
LPL Financial Holdings Inc. 在 2025/9/30 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
- 759
- 較 2025 年第 2 季 −30 家
- 持有股數
- 7,862 萬
- 較 2025 年第 2 季 +24.1 萬 (+0.3%)
- 總市值
- $261.3 億
- 較 2025 年第 2 季 −$32.1 億 (−10.9%)
- 新進機構
- 81
- 另有 278 家加碼
- 清倉機構
- 111
- 另有 270 家減碼
另有 13 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 3,232 | $107.5 萬 | 0.04% | −5,597−63.4% | 減碼 |
| CIBC Asset Management Inc | 3,236 | $107.7 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 3,251 | $108.1 萬 | 0.01% | +298+10.1% | 加碼 |
| SkyView Investment Advisors, LLC | 3,294 | $109.6 萬 | 0.14% | +37+1.1% | 加碼 |
| LVW Advisors, LLC | 3,365 | $112.0 萬 | 0.12% | −340−9.2% | 減碼 |
| Callan Family Office, LLC | 3,385 | $112.6 萬 | 0.04% | −652−16.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,403 | $113.2 萬 | 0.00% | +2,303+209.4% | 加碼 |
| Schroder Investment Management Group | 3,414 | $113.6 萬 | 0.00% | +508+17.5% | 加碼 |
| Shelton Wealth Management, LLC | 3,428 | $114.0 萬 | 0.53% | +299+9.6% | 加碼 |
| Bessemer Group Inc | 3,457 | $115.0 萬 | 0.00% | +126+3.8% | 加碼 |
| Aureus Asset Management, LLC | 3,473 | $115.5 萬 | 0.08% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 3,480 | $115.8 萬 | 0.04% | −126−3.5% | 減碼 |
| Cannon Global Investment Management, LLC | 3,500 | $116.4 萬 | 2.94% | +3,500 | 新進 |
| Gabelli Funds LLC | 3,511 | $116.8 萬 | 0.01% | −1,510−30.1% | 減碼 |
| SRS Capital Advisors, Inc. | 3,511 | $116.8 萬 | 0.02% | +3,320+1,738.2% | 加碼 |
| Gateway Investment Advisers LLC | 3,515 | $116.9 萬 | 0.01% | 00.0% | 不變 |
| Fiduciary Trust Co | 3,523 | $117.2 萬 | 0.01% | +198+6.0% | 加碼 |
| GWM Advisors LLC | 3,582 | $119.2 萬 | 0.01% | +176+5.2% | 加碼 |
| Park Avenue Securities LLC | 3,605 | $119.9 萬 | 0.01% | −558−13.4% | 減碼 |
| Umb Bank N A | 3,629 | $120.7 萬 | 0.02% | −37,548−91.2% | 減碼 |
| Everence Capital Management Inc | 3,703 | $123.2 萬 | 0.07% | +1,063+40.3% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 3,294 | $123.5 萬 | 0.06% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 3,766 | $125.3 萬 | 0.02% | +1,019+37.1% | 加碼 |
| IHT Wealth Management, LLC | 3,844 | $127.9 萬 | 0.03% | +488+14.5% | 加碼 |
| Resources Investment Advisors, LLC. | 3,867 | $128.7 萬 | 0.01% | +76+2.0% | 加碼 |
| Colony Group, LLC | 3,872 | $128.8 萬 | 0.00% | −408−9.5% | 減碼 |
| Mercer Global Advisors Inc | 3,872 | $128.8 萬 | 0.00% | +915+30.9% | 加碼 |
| Maryland State Retirement & Pension System | 3,873 | $128.9 萬 | 0.03% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 3,888 | $129.4 萬 | 0.02% | +39+1.0% | 加碼 |
| Ostrum Asset Management | 3,964 | $131.9 萬 | 0.06% | +1,352+51.8% | 加碼 |
| Edgestream Partners, L.P. | 4,016 | $133.6 萬 | 0.04% | −14,491−78.3% | 減碼 |
| Nisa Investment Advisors, LLC | 4,060 | $135.1 萬 | 0.01% | −3,956−49.4% | 減碼 |
| M&T Bank Corp | 4,067 | $135.3 萬 | 0.00% | −721−15.1% | 減碼 |
| Kestra Advisory Services, LLC | 4,087 | $136.0 萬 | 0.01% | −434−9.6% | 減碼 |
| Bridgeway Capital Management, LLC | 4,200 | $139.7 萬 | 0.03% | −2,640−38.6% | 減碼 |
| Gulf International Bank (UK) Ltd | 4,209 | $140.0 萬 | 0.05% | −56−1.3% | 減碼 |
| We Are One Seven, LLC | 4,249 | $141.4 萬 | 0.03% | +435+11.4% | 加碼 |
| VestGen Advisors, LLC | 4,431 | $147.4 萬 | 0.05% | −1,088−19.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 4,581 | $152.4 萬 | 0.01% | +1,436+45.7% | 加碼 |
| Fulton Bank, N.A. | 4,632 | $154.1 萬 | 0.05% | +49+1.1% | 加碼 |
| Merit Financial Group, LLC | 4,652 | $154.8 萬 | 0.01% | +931+25.0% | 加碼 |
| Integrated Investment Consultants, LLC | 4,658 | $155.0 萬 | 0.26% | −1,985−29.9% | 減碼 |
| Prudential Financial Inc | 4,658 | $155.0 萬 | 0.00% | +82+1.8% | 加碼 |
| Shepherd Financial Partners LLC | 4,755 | $158.2 萬 | 0.15% | 00.0% | 不變 |
| Virtus Investment Advisers, Inc. | 4,756 | $158.2 萬 | 0.45% | +4,756 | 新進 |
| Paradigm Asset Management Co LLC | 4,800 | $159.7 萬 | 0.37% | 00.0% | 不變 |
| TownSquare Capital, LLC | 4,876 | $162.2 萬 | 0.25% | −1,054−17.8% | 減碼 |
| Kentucky Retirement Systems | 5,003 | $166.4 萬 | 0.05% | −66−1.3% | 減碼 |
| MetLife Investment Management | 5,102 | $169.7 萬 | 0.01% | +147+3.0% | 加碼 |
| EFG Asset Management (Americas) Corp. | 5,107 | $169.9 萬 | 0.29% | +469+10.1% | 加碼 |
| United Capital Financial Advisers, LLC | 5,114 | $170.2 萬 | 0.01% | +366+7.7% | 加碼 |
| Wealthfront Advisers LLC | 5,123 | $170.4 萬 | 0.00% | +2,243+77.9% | 加碼 |
| Dana Investment Advisors, Inc. | 5,264 | $175.1 萬 | 0.05% | +189+3.7% | 加碼 |
| Mackenzie Financial Corp | 5,265 | $175.2 萬 | 0.00% | +297+6.0% | 加碼 |
| Knollwood Investment Advisory, LLC | 5,275 | $175.5 萬 | 0.16% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 5,290 | $176.0 萬 | 1.40% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 5,316 | $176.9 萬 | 0.00% | −193,143−97.3% | 減碼 |
| Independent Advisor Alliance | 5,341 | $177.7 萬 | 0.05% | +1,566+41.5% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 5,343 | $177.8 萬 | 0.26% | +5,343 | 新進 |
| Neuberger Berman Group LLC | 5,354 | $178.1 萬 | 0.00% | −139,226−96.3% | 減碼 |
| Coastal Bridge Advisors, LLC | 5,444 | $181.1 萬 | 0.14% | −48−0.9% | 減碼 |
| Gradient Investments LLC | 5,540 | $184.3 萬 | 0.03% | −345−5.9% | 減碼 |
| Mutual of America Capital Management LLC | 5,568 | $185.2 萬 | 0.02% | +2,997+116.6% | 加碼 |
| Future Fund LLC | 5,599 | $186.3 萬 | 0.66% | +595+11.9% | 加碼 |
| Avanza Fonder AB | 5,607 | $186.5 萬 | 0.05% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 5,627 | $187.2 萬 | 0.00% | −40,358−87.8% | 減碼 |
| Intech Investment Management LLC | 5,753 | $191.4 萬 | 0.02% | +1,620+39.2% | 加碼 |
| Ethic Inc. | 5,760 | $191.6 萬 | 0.03% | −852−12.9% | 減碼 |
| SG Americas Securities, LLC | 5,787 | $192.5 萬 | 0.01% | −44,296−88.4% | 減碼 |
| Munich Reinsurance Co Stock Corp in Munich | 5,936 | $197.5 萬 | 0.05% | +5,936 | 新進 |
| Sterling Group Wealth Management, LLC | 5,967 | $198.5 萬 | 0.98% | 00.0% | 不變 |
| K2 Principal Fund, L.P. | 6,115 | $203.4 萬 | 0.21% | +6,115 | 新進 |
| Baird Financial Group, Inc. | 6,279 | $208.9 萬 | 0.00% | +220+3.6% | 加碼 |
| King Luther Capital Management Corp | 6,358 | $211.5 萬 | 0.01% | −8−0.1% | 減碼 |
| Credit Agricole S A | 6,377 | $212.2 萬 | 0.01% | +6,377 | 新進 |
| Wolverine Trading, LLC | 6,333 | $215.7 萬 | 0.04% | +3,257+105.9% | 加碼 |
| Morningstar Investment Management LLC | 6,583 | $219.0 萬 | 0.08% | +6,583 | 新進 |
| James Investment Research Inc | 6,591 | $219.3 萬 | 0.24% | −4−0.1% | 減碼 |
| EFG Asset Management (North America) Corp. | 6,642 | $220.9 萬 | 0.29% | +721+12.2% | 加碼 |
| Jackson Wealth Management, LLC | 6,670 | $221.9 萬 | 0.22% | +749+12.6% | 加碼 |
| CIBC World Markets Inc. | 6,738 | $224.2 萬 | 0.00% | −6,080−47.4% | 減碼 |
| Sterling Capital Management LLC | 6,946 | $231.1 萬 | 0.03% | −8,085−53.8% | 減碼 |
| Garrett Investment Advisors LLC | 6,958 | $231.5 萬 | 0.19% | +114+1.7% | 加碼 |
| Laurion Capital Management LP | 7,000 | $232.9 萬 | 0.32% | +354+5.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 7,043 | $234.3 萬 | 0.00% | +567+8.8% | 加碼 |
| Allworth Financial LP | 7,044 | $234.4 萬 | 0.01% | −31−0.4% | 減碼 |
| South Dakota Investment Council | 7,147 | $237.8 萬 | 0.05% | +7,147 | 新進 |
| Candriam Luxembourg S.C.A. | 7,166 | $238.4 萬 | 0.01% | +295+4.3% | 加碼 |
| Brevan Howard Capital Management LP | 7,198 | $239.5 萬 | 0.03% | +2,881+66.7% | 加碼 |
| Nordea Investment Management AB | 7,273 | $243.4 萬 | 0.00% | +587+8.8% | 加碼 |
| Van Eck Associates Corp | 7,335 | $244.1 萬 | 0.00% | −973−11.7% | 減碼 |
| Brinker Capital Investments, LLC | 7,380 | $245.5 萬 | 0.02% | −1,417−16.1% | 減碼 |
| Cerity Partners LLC | 7,433 | $247.3 萬 | 0.00% | −2,578−25.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 7,468 | $248.5 萬 | 0.01% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 7,474 | $248.7 萬 | 0.07% | −474−6.0% | 減碼 |
| Amalgamated Bank | 7,487 | $249.1 萬 | 0.02% | +408+5.8% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 7,517 | $250.1 萬 | 0.01% | −587−7.2% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 7,606 | $253.1 萬 | 0.09% | −381−4.8% | 減碼 |
| HM Payson & Co | 7,655 | $254.7 萬 | 0.04% | +94+1.2% | 加碼 |
| Federated Hermes, Inc. | 7,678 | $255.4 萬 | 0.00% | −3,293−30.0% | 減碼 |