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 |
|---|---|---|---|---|---|
| KLP Kapitalforvaltning AS | 27,900 | $928.2 萬 | 0.04% | +100+0.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 27,980 | $930.9 萬 | 0.03% | +1,277+4.8% | 加碼 |
| AQR Capital Management LLC | 28,165 | $937.0 萬 | 0.01% | −10,104−26.4% | 減碼 |
| Reinhart Partners, Inc. | 28,165 | $937.0 萬 | 0.30% | −1,551−5.2% | 減碼 |
| Thornburg Investment Management Inc | 29,729 | $989.1 萬 | 0.13% | −12,277−29.2% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 29,900 | $994.7 萬 | 0.06% | 00.0% | 不變 |
| Private Advisor Group, LLC | 30,131 | $1,002 萬 | 0.05% | +1,050+3.6% | 加碼 |
| Quantinno Capital Management LP | 30,430 | $1,012 萬 | 0.03% | +1,099+3.7% | 加碼 |
| Asset Management One Co.,Ltd. | 31,016 | $1,032 萬 | 0.03% | +666+2.2% | 加碼 |
| Burney Co | 31,064 | $1,033 萬 | 0.33% | +1,227+4.1% | 加碼 |
| Icon Advisers Inc | 31,288 | $1,041 萬 | 2.28% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 31,884 | $1,061 萬 | 0.09% | +28,820+940.6% | 加碼 |
| KWB Wealth | 28,445 | $1,067 萬 | 1.18% | +40.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 32,420 | $1,079 萬 | 0.01% | −7,494−18.8% | 減碼 |
| CI Private Wealth, LLC | 32,423 | $1,079 萬 | 0.02% | −5,420−14.3% | 減碼 |
| Whittier Trust Co | 35,161 | $1,107 萬 | 0.13% | +10,085+40.2% | 加碼 |
| Verition Fund Management LLC | 33,292 | $1,108 萬 | 0.06% | +21,168+174.6% | 加碼 |
| Pathstone Holdings, LLC | 34,067 | $1,133 萬 | 0.04% | +859+2.6% | 加碼 |
| Diamond Hill Capital Management Inc | 35,187 | $1,171 萬 | 0.06% | −350−1.0% | 減碼 |
| Logan Capital Management Inc | 35,300 | $1,174 萬 | 0.50% | +755+2.2% | 加碼 |
| Treasurer of the State of North Carolina | 35,827 | $1,192 萬 | 0.04% | −1,394−3.7% | 減碼 |
| La Banque Postale Asset Management SA | 36,128 | $1,202 萬 | 0.15% | +11,557+47.0% | 加碼 |
| Captrust Financial Advisors | 37,329 | $1,242 萬 | 0.03% | −158,884−81.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,046 | $1,266 萬 | 0.03% | +663+1.8% | 加碼 |
| Storebrand Asset Management AS | 38,370 | $1,277 萬 | 0.03% | +18,701+95.1% | 加碼 |
| Empowered Funds, LLC | 38,453 | $1,279 萬 | 0.13% | +21,084+121.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 40,891 | $1,360 萬 | 0.03% | +1,131+2.8% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 41,769 | $1,390 萬 | 0.02% | +19,150+84.7% | 加碼 |
| Pictet Asset Management Holding SA | 47,521 | $1,581 萬 | 0.02% | −1,661−3.4% | 減碼 |
| Teca Partners, LP | 48,484 | $1,613 萬 | 10.17% | +21,710+81.1% | 加碼 |
| Great West Life Assurance Co | 47,657 | $1,623 萬 | 0.02% | +604+1.3% | 加碼 |
| Winmill & Co. Inc | 48,860 | $1,626 萬 | 3.94% | 00.0% | 不變 |
| Ghisallo Capital Management LLC | 50,000 | $1,663 萬 | 0.54% | −123,500−71.2% | 減碼 |
| LTS One Management LP | 50,000 | $1,663 萬 | 5.93% | +50,000 | 新進 |
| Susquehanna Fundamental Investments, LLC | 50,745 | $1,688 萬 | 0.66% | −23,951−32.1% | 減碼 |
| Walleye Capital LLC | 50,884 | $1,693 萬 | 0.14% | +50,157+6,899.2% | 加碼 |
| GW&K Investment Management, LLC | 51,363 | $1,709 萬 | 0.15% | −2,068−3.9% | 減碼 |
| Mawer Investment Management Ltd. | 52,690 | $1,753 萬 | 0.09% | −294−0.6% | 減碼 |
| Janney Montgomery Scott LLC | 53,208 | $1,770 萬 | 0.04% | +9,790+22.5% | 加碼 |
| Cookson Peirce & Co Inc | 53,843 | $1,791 萬 | 0.73% | −1,121−2.0% | 減碼 |
| Artemis Investment Management LLP | 54,232 | $1,804 萬 | 0.22% | −44,893−45.3% | 減碼 |
| State of Wisconsin Investment Board | 54,376 | $1,809 萬 | 0.04% | −4,113−7.0% | 減碼 |
| Natixis Advisors, L.P. | 55,942 | $1,861 萬 | 0.03% | −23,675−29.7% | 減碼 |
| Korea Investment CORP | 57,068 | $1,899 萬 | 0.04% | +337+0.6% | 加碼 |
| New York State Common Retirement Fund | 57,908 | $1,927 萬 | 0.02% | −1,000−1.7% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 61,831 | $1,946 萬 | 1.21% | +6,184+11.1% | 加碼 |
| Lynwood Price Capital Management LP | 59,000 | $1,963 萬 | 9.83% | +5,000+9.3% | 加碼 |
| Russell Investments Group, Ltd. | 58,924 | $1,964 萬 | 0.02% | −3,066−4.9% | 減碼 |
| Trillium Asset Management, LLC | 63,335 | $2,107 萬 | 0.56% | −1,012−1.6% | 減碼 |
| Aviva PLC | 63,405 | $2,109 萬 | 0.04% | +7,402+13.2% | 加碼 |
| Royal London Asset Management Ltd | 65,063 | $2,165 萬 | 0.05% | +12,129+22.9% | 加碼 |
| Ceredex Value Advisors LLC | 69,100 | $2,299 萬 | 0.53% | −2,450−3.4% | 減碼 |
| Alyeska Investment Group, L.P. | 69,477 | $2,311 萬 | 0.07% | +69,477 | 新進 |
| Burkehill Global Management, LP | 70,000 | $2,329 萬 | 1.32% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72,813 | $2,422 萬 | 0.02% | +4,269+6.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 73,969 | $2,461 萬 | 0.04% | −1,796−2.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 76,605 | $2,549 萬 | 0.02% | −47,749−38.4% | 減碼 |
| Heron Bay Capital Management | 79,777 | $2,654 萬 | 4.95% | −2,738−3.3% | 減碼 |
| Barclays PLC | 79,972 | $2,661 萬 | 0.01% | +15,189+23.4% | 加碼 |
| Swedbank AB | 80,487 | $2,678 萬 | 0.03% | +58,000+257.9% | 加碼 |
| Renaissance Technologies LLC | 82,600 | $2,748 萬 | 0.04% | −27,200−24.8% | 減碼 |
| Susquehanna International Group, LLP | 85,486 | $2,844 萬 | 0.04% | +33,306+63.8% | 加碼 |
| Solel Partners LP | 87,000 | $2,894 萬 | 5.57% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 92,694 | $3,081 萬 | 0.05% | −9,470−9.3% | 減碼 |
| Hudson Bay Capital Management LP | 99,118 | $3,298 萬 | 0.20% | +7,042+7.6% | 加碼 |
| HSBC Holdings PLC | 100,066 | $3,305 萬 | 0.02% | +55,598+125.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 101,421 | $3,374 萬 | 0.02% | +3,283+3.3% | 加碼 |
| Rhumbline Advisers | 103,497 | $3,443 萬 | 0.03% | −2,301−2.2% | 減碼 |
| Family Wealth Partners, LLC | 105,644 | $3,515 萬 | 13.17% | −6,258−5.6% | 減碼 |
| Ameriprise Financial Inc | 112,632 | $3,747 萬 | 0.01% | −156,966−58.2% | 減碼 |
| Ensign Peak Advisors, Inc | 114,278 | $3,802 萬 | 0.06% | +13,696+13.6% | 加碼 |
| Southpoint Capital Advisors LP | 115,000 | $3,826 萬 | 1.00% | −250,000−68.5% | 減碼 |
| National Pension Service | 116,987 | $3,892 萬 | 0.03% | +2,186+1.9% | 加碼 |
| Victory Capital Management Inc | 118,157 | $3,931 萬 | 0.02% | +88,302+295.8% | 加碼 |
| Amundi | 126,600 | $3,952 萬 | 0.01% | +12,597+11.0% | 加碼 |
| California State Teachers Retirement System | 119,650 | $3,981 萬 | 0.04% | +1,804+1.5% | 加碼 |
| Marshall Wace, LLP | 120,732 | $4,017 萬 | 0.04% | +100,217+488.5% | 加碼 |
| SEI Investments Co | 123,735 | $4,117 萬 | 0.04% | −295,555−70.5% | 減碼 |
| LPL Financial LLC | 128,898 | $4,288 萬 | 0.01% | +2,463+1.9% | 加碼 |
| Danske Bank A/S | 131,432 | $4,373 萬 | 0.11% | +28,863+28.1% | 加碼 |
| First Trust Advisors LP | 141,729 | $4,715 萬 | 0.04% | −14,918−9.5% | 減碼 |
| Citigroup Inc | 142,785 | $4,750 萬 | 0.03% | +91,301+177.3% | 加碼 |
| Comerica Bank | 145,218 | $4,831 萬 | 0.18% | −3,957−2.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 162,386 | $5,148 萬 | 0.08% | −29,341−15.3% | 減碼 |
| California Public Employees Retirement System | 159,515 | $5,307 萬 | 0.03% | +13,887+9.5% | 加碼 |
| Wellington Management Group LLP | 160,204 | $5,330 萬 | 0.01% | −169,412−51.4% | 減碼 |
| Man Group plc | 161,152 | $5,361 萬 | 0.10% | −36,935−18.6% | 減碼 |
| Employees Retirement System of Texas | 161,500 | $5,373 萬 | 0.43% | −1,500−0.9% | 減碼 |
| Franklin Resources Inc | 168,787 | $5,615 萬 | 0.01% | +5,470+3.3% | 加碼 |
| Deutsche Bank AG | 173,208 | $5,762 萬 | 0.02% | +11,308+7.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 183,674 | $6,111 萬 | 0.04% | +985+0.5% | 加碼 |
| Stifel Financial Corp | 186,828 | $6,216 萬 | 0.06% | −11,311−5.7% | 減碼 |
| Coronation Fund Managers Ltd. | 187,973 | $6,254 萬 | 3.26% | +36,950+24.5% | 加碼 |
| Nuveen, LLC | 188,925 | $6,285 萬 | 0.02% | +825+0.4% | 加碼 |
| Westwood Holdings Group Inc. | 190,089 | $6,324 萬 | 0.45% | +190,089 | 新進 |
| Brown Brothers Harriman & Co | 190,358 | $6,333 萬 | 0.39% | +5,616+3.0% | 加碼 |
| Jane Street Group, LLC | 197,769 | $6,580 萬 | 0.08% | +194,046+5,212.1% | 加碼 |
| Bamco Inc | 207,897 | $6,917 萬 | 0.18% | −14,582−6.6% | 減碼 |
| Bridgewater Associates, LP | 208,744 | $6,945 萬 | 0.27% | +16,089+8.4% | 加碼 |
| Truist Financial Corp | 209,647 | $6,975 萬 | 0.09% | +1,385+0.7% | 加碼 |