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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 7,700 | $256.2 萬 | 0.09% | +100+1.3% | 加碼 |
| HB Wealth Management, LLC | 7,702 | $256.3 萬 | 0.02% | +88+1.2% | 加碼 |
| Omers Administration Corp | 7,732 | $257.2 萬 | 0.02% | 00.0% | 不變 |
| Creative Planning | 7,747 | $257.7 萬 | 0.00% | +622+8.7% | 加碼 |
| Caldwell Trust Co | 7,928 | $263.8 萬 | 0.25% | −210−2.6% | 減碼 |
| TT International Asset Management LTD | 7,944 | $264.3 萬 | 0.51% | +2,822+55.1% | 加碼 |
| Catalyst Capital Advisors LLC | 7,960 | $264.8 萬 | 0.05% | +950+13.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 8,355 | $265.1 萬 | 0.00% | −654−7.3% | 減碼 |
| Rakuten Investment Management, Inc. | 14,919 | $276.9 萬 | 0.01% | +14,919 | 新進 |
| Stenger Family Office, LLC | 8,112 | $278.6 萬 | 0.59% | +1,123+16.1% | 加碼 |
| Tredje AP-fonden | 8,383 | $278.9 萬 | 0.02% | +1,842+28.2% | 加碼 |
| Annex Advisory Services, LLC | 8,405 | $279.6 萬 | 0.06% | −383−4.4% | 減碼 |
| Prana Capital Management, LP | 8,607 | $286.3 萬 | 0.10% | +4,410+105.1% | 加碼 |
| Flynn Zito Capital Management, LLC | 8,655 | $287.9 萬 | 1.06% | +21+0.2% | 加碼 |
| Coppell Advisory Solutions LLC | 8,503 | $289.6 萬 | 0.31% | +1,401+19.7% | 加碼 |
| Dynasty Wealth Management, LLC | 8,748 | $291.0 萬 | 0.04% | +3,313+61.0% | 加碼 |
| F/M Investments LLC | 8,767 | $291.7 萬 | 0.11% | −279−3.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 8,718 | $295.0 萬 | 0.00% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 8,881 | $295.5 萬 | 0.03% | +8,000+908.1% | 加碼 |
| JustInvest LLC | 8,906 | $296.3 萬 | 0.03% | −257−2.8% | 減碼 |
| OP Asset Management Ltd | 8,913 | $296.5 萬 | 0.04% | +476+5.6% | 加碼 |
| Commonwealth Equity Services, LLC | 9,108 | $303.0 萬 | 0.00% | −2,023−18.2% | 減碼 |
| Kerusso Capital Management LLC | 9,190 | $305.7 萬 | 1.88% | −547−5.6% | 減碼 |
| Greenleaf Trust | 9,262 | $308.1 萬 | 0.03% | −25−0.3% | 減碼 |
| Oak Thistle LLC | 9,306 | $309.6 萬 | 0.47% | +9,306 | 新進 |
| Beacon Investment Advisors LLC | 9,360 | $311.4 萬 | 1.27% | +17+0.2% | 加碼 |
| Oliver Luxxe Assets LLC | 9,565 | $318.2 萬 | 0.50% | +480+5.3% | 加碼 |
| Impax Asset Management Group plc | 9,836 | $327.2 萬 | 0.02% | −236−2.3% | 減碼 |
| Retirement Capital Strategies | 10,041 | $334.1 萬 | 1.28% | 00.0% | 不變 |
| Nissay Asset Management Corp | 10,123 | $336.8 萬 | 0.02% | +183+1.8% | 加碼 |
| Anchor Investment Management, LLC | 10,269 | $341.6 萬 | 0.28% | −89−0.9% | 減碼 |
| Summit Trail Advisors, LLC | 10,375 | $345.2 萬 | 0.05% | +3,791+57.6% | 加碼 |
| United Asset Strategies, Inc. | 10,721 | $356.7 萬 | 0.29% | −128−1.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 10,869 | $361.6 萬 | 0.01% | +2,297+26.8% | 加碼 |
| Catalyst Funds Management Pty Ltd | 11,400 | $379.3 萬 | 0.58% | +7,400+185.0% | 加碼 |
| Genus Capital Management Inc. | 11,462 | $381.3 萬 | 0.44% | +35+0.3% | 加碼 |
| Cornerstone Wealth Management, LLC | 11,489 | $382.2 萬 | 0.21% | +21+0.2% | 加碼 |
| British Columbia Investment Management Corp | 11,494 | $382.4 萬 | 0.02% | −1,087−8.6% | 減碼 |
| Daiwa Securities Group Inc. | 11,805 | $392.7 萬 | 0.01% | −1,416−10.7% | 減碼 |
| Otter Creek Advisors, LLC | 12,365 | $411.3 萬 | 4.08% | −328−2.6% | 減碼 |
| Swiss Life Asset Management Ltd | 12,391 | $412.2 萬 | 0.02% | −5,565−31.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 12,530 | $416.9 萬 | 0.01% | −273−2.1% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 12,845 | $427.3 萬 | 0.03% | +751+6.2% | 加碼 |
| HighTower Advisors, LLC | 12,863 | $428.0 萬 | 0.00% | −156−1.2% | 減碼 |
| KBC Group NV | 12,934 | $430.3 萬 | 0.01% | −1,427−9.9% | 減碼 |
| Utah Retirement Systems | 13,169 | $438.1 萬 | 0.04% | +629+5.0% | 加碼 |
| Toronto Dominion Bank | 13,186 | $438.8 萬 | 0.01% | −1,372−9.4% | 減碼 |
| Voya Investment Management LLC | 13,372 | $444.9 萬 | 0.00% | −28,957−68.4% | 減碼 |
| TD Private Client Wealth LLC | 13,455 | $447.6 萬 | 0.10% | −779−5.5% | 減碼 |
| Tobam | 13,648 | $454.1 萬 | 1.65% | +1,895+16.1% | 加碼 |
| Advisor Group Holdings, Inc. | 12,910 | $457.0 萬 | 0.01% | −174−1.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,775 | $458.3 萬 | 0.09% | +13,775 | 新進 |
| Iridian Asset Management LLC | 13,847 | $460.7 萬 | 1.81% | −90−0.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 14,134 | $470.2 萬 | 0.05% | +1,084+8.3% | 加碼 |
| Silvant Capital Management LLC | 14,345 | $477.2 萬 | 0.17% | −1,356−8.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 14,470 | $481.4 萬 | 0.01% | +2,251+18.4% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 14,788 | $490.7 萬 | 0.03% | +1,273+9.4% | 加碼 |
| Tocqueville Asset Management L.P. | 14,863 | $494.5 萬 | 0.07% | −3,856−20.6% | 減碼 |
| Commerce Bank | 14,946 | $497.2 萬 | 0.03% | −210−1.4% | 減碼 |
| DnB Asset Management AS | 15,079 | $501.7 萬 | 0.02% | +729+5.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 15,088 | $502.0 萬 | 0.03% | +462+3.2% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,757 | $524.2 萬 | 0.04% | +26+0.2% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,900 | $529.0 萬 | 0.05% | −1,100−6.5% | 減碼 |
| Primecap Management Co | 16,000 | $532.3 萬 | 0.00% | 00.0% | 不變 |
| STRS Ohio | 16,105 | $535.8 萬 | 0.02% | −28,234−63.7% | 減碼 |
| SCS Capital Management LLC | 16,161 | $537.7 萬 | 0.06% | 00.0% | 不變 |
| Xponance, Inc. | 16,892 | $562.0 萬 | 0.04% | +609+3.7% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 17,124 | $569.7 萬 | 0.02% | −350−2.0% | 減碼 |
| Atria Investments LLC | 17,362 | $577.6 萬 | 0.07% | −2,748−13.7% | 減碼 |
| Forsta Ap-Fonden | 17,400 | $578.9 萬 | 0.03% | +1,000+6.1% | 加碼 |
| Strategic Global Advisors, LLC | 17,576 | $584.7 萬 | 0.89% | −259−1.5% | 減碼 |
| IFM Investors Pty Ltd | 17,379 | $591.8 萬 | 0.05% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 17,931 | $596.5 萬 | 0.89% | −91−0.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 19,405 | $610.7 萬 | 0.13% | +5,572+40.3% | 加碼 |
| MML Investors Services, LLC | 18,549 | $617.1 萬 | 0.02% | −2,188−10.6% | 減碼 |
| Sanctuary Advisors, LLC | 18,915 | $629.3 萬 | 0.04% | −667−3.4% | 減碼 |
| Cetera Investment Advisers | 18,998 | $632.1 萬 | 0.01% | −85−0.4% | 減碼 |
| 2Xideas AG | 19,071 | $634.5 萬 | 1.34% | −368−1.9% | 減碼 |
| Argent Capital Management LLC | 19,251 | $640.5 萬 | 0.17% | +22+0.1% | 加碼 |
| Winthrop Advisory Group LLC | 20,279 | $674.7 萬 | 0.59% | −75−0.4% | 減碼 |
| Banco BTG Pactual S.A. | 20,471 | $681.0 萬 | 1.00% | +3,964+24.0% | 加碼 |
| US Bancorp | 20,536 | $683.3 萬 | 0.01% | −23−0.1% | 減碼 |
| Handelsbanken Fonder AB | 21,581 | $718.0 萬 | 0.02% | +1,900+9.7% | 加碼 |
| Teacher Retirement System of Texas | 21,622 | $719.3 萬 | 0.03% | −1,648−7.1% | 減碼 |
| Illinois Municipal Retirement Fund | 21,729 | $722.9 萬 | 0.09% | +2,295+11.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 22,346 | $743.4 萬 | 0.14% | −7,955−26.3% | 減碼 |
| Arizona State Retirement System | 23,539 | $783.1 萬 | 0.04% | +192+0.8% | 加碼 |
| Kennedy Capital Management, Inc. | 23,992 | $798.2 萬 | 0.18% | −5,788−19.4% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 24,059 | $800.4 萬 | 0.04% | +65+0.3% | 加碼 |
| NewEdge Wealth, LLC | 21,394 | $801.3 萬 | 0.11% | −15,079−41.3% | 減碼 |
| Nomura Asset Management Co Ltd | 24,263 | $807.2 萬 | 0.02% | −90−0.4% | 減碼 |
| Brant Point Investment Management LLC | 24,315 | $808.9 萬 | 1.80% | +200+0.8% | 加碼 |
| Seven Grand Managers, LLC | 25,000 | $831.7 萬 | 0.68% | −25,000−50.0% | 減碼 |
| Virtu Financial LLC | 25,073 | $834.1 萬 | 0.47% | +17,801+244.8% | 加碼 |
| Bank of Montreal | 25,078 | $834.3 萬 | 0.00% | +1,818+7.8% | 加碼 |
| Resona Asset Management Co.,Ltd. | 25,110 | $838.1 萬 | 0.04% | −1,236−4.7% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 25,380 | $844.4 萬 | 0.08% | −7,015−21.7% | 減碼 |
| ArrowMark Colorado Holdings LLC | 25,835 | $859.5 萬 | 0.16% | 00.0% | 不變 |
| Cinctive Capital Management LP | 27,180 | $904.3 萬 | 0.45% | +17,967+195.0% | 加碼 |
| Public Employees Retirement System of Ohio | 27,521 | $915.6 萬 | 0.03% | +2,162+8.5% | 加碼 |