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 |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 223,144 | $7,424 萬 | 0.40% | +153,897+222.2% | 加碼 |
| Buckingham Strategic Partners | 198,980 | $7,474 萬 | 0.85% | +87,011+77.7% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 265,966 | $8,848 萬 | 0.90% | −4,561−1.7% | 減碼 |
| Price T Rowe Associates Inc | 271,013 | $9,017 萬 | 0.01% | −23,496−8.0% | 減碼 |
| Goldman Sachs Group Inc | 285,606 | $9,502 萬 | 0.01% | +52,147+22.3% | 加碼 |
| Royal Bank of Canada | 292,952 | $9,746 萬 | 0.02% | +83,270+39.7% | 加碼 |
| Holocene Advisors, LP | 298,873 | $9,943 萬 | 0.23% | +30,425+11.3% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 310,932 | $1.03 億 | 0.19% | −3,753−1.2% | 減碼 |
| Macquarie Group Ltd | 333,624 | $1.11 億 | 0.13% | −9,118−2.7% | 減碼 |
| Legal & General Group Plc | 335,369 | $1.12 億 | 0.03% | +6,807+2.1% | 加碼 |
| UBS Group AG | 336,128 | $1.12 億 | 0.02% | +105,032+45.4% | 加碼 |
| Junto Capital Management LP | 351,210 | $1.17 億 | 2.45% | +118,364+50.8% | 加碼 |
| Azora Capital LP | 353,356 | $1.18 億 | 5.45% | −118,996−25.2% | 減碼 |
| Railway Pension Investments Ltd | 363,400 | $1.21 億 | 1.64% | +266,900+276.6% | 加碼 |
| Citadel Advisors LLC | 384,351 | $1.28 億 | 0.10% | +384,351 | 新進 |
| Envestnet Asset Management Inc | 397,355 | $1.32 億 | 0.04% | −15,323−3.7% | 減碼 |
| Charles Schwab Investment Management Inc | 405,152 | $1.35 億 | 0.02% | +17,023+4.4% | 加碼 |
| American Century Companies Inc | 427,634 | $1.42 億 | 0.07% | −169,437−28.4% | 減碼 |
| Fairview Capital Investment Management, LLC | 437,905 | $1.46 億 | 7.39% | −7,220−1.6% | 減碼 |
| First Pacific Advisors, LP | 443,503 | $1.48 億 | 2.04% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 452,474 | $1.51 億 | 0.03% | −32,988−6.8% | 減碼 |
| Epoch Investment Partners, Inc. | 482,698 | $1.61 億 | 0.88% | −96,922−16.7% | 減碼 |
| Clarkston Capital Partners, LLC | 498,633 | $1.66 億 | 3.57% | −100,149−16.7% | 減碼 |
| Northern Trust Corp | 532,302 | $1.77 億 | 0.02% | +9,607+1.8% | 加碼 |
| Agf Management Ltd | 537,275 | $1.79 億 | 0.79% | −227,749−29.8% | 減碼 |
| Invesco Ltd. | 539,444 | $1.79 億 | 0.03% | −12,135−2.2% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 553,321 | $1.84 億 | 1.49% | +8,717+1.6% | 加碼 |
| Wells Fargo & Company | 563,613 | $1.88 億 | 0.04% | −38,407−6.4% | 減碼 |
| Alliancebernstein L.P. | 564,215 | $1.88 億 | 0.06% | −137,204−19.6% | 減碼 |
| Westfield Capital Management Co LP | 575,462 | $1.91 億 | 0.80% | −206,770−26.4% | 減碼 |
| Eminence Capital, LP | 587,624 | $1.95 億 | 2.87% | +36,032+6.5% | 加碼 |
| UBS Asset Management Americas Inc | 589,491 | $1.96 億 | 0.04% | −139,718−19.2% | 減碼 |
| Third Point LLC大師第三點資本 | 594,143 | $1.98 億 | 2.36% | −30,857−4.9% | 減碼 |
| APG Asset Management N.V. | 767,333 | $2.17 億 | 0.61% | +259,740+51.2% | 加碼 |
| TD Asset Management Inc | 691,702 | $2.30 億 | 0.19% | +38,463+5.9% | 加碼 |
| Darlington Partners Capital Management, LP | 785,737 | $2.61 億 | 8.82% | 00.0% | 不變 |
| Raymond James Financial Inc | 824,267 | $2.74 億 | 0.09% | −46,353−5.3% | 減碼 |
| Dimensional Fund Advisors LP | 847,816 | $2.82 億 | 0.06% | −16,173−1.9% | 減碼 |
| Bank of America Corp | 878,032 | $2.92 億 | 0.02% | −84,044−8.7% | 減碼 |
| JPMorgan Chase & Co | 938,755 | $3.12 億 | 0.02% | −221,566−19.1% | 減碼 |
| SurgoCap Partners LP | 994,278 | $3.31 億 | 9.39% | +112,873+12.8% | 加碼 |
| Millennium Management LLC | 1,053,168 | $3.50 億 | 0.28% | +965,693+1,104.0% | 加碼 |
| Jennison Associates LLC | 1,104,950 | $3.68 億 | 0.21% | −297,800−21.2% | 減碼 |
| FMR LLC | 1,121,923 | $3.73 億 | 0.02% | −1,332,551−54.3% | 減碼 |
| Samlyn Capital, LLC | 1,346,494 | $4.48 億 | 6.36% | +131,214+10.8% | 加碼 |
| Morgan Stanley | 1,479,651 | $4.92 億 | 0.03% | +105,654+7.7% | 加碼 |
| Geode Capital Management, LLC | 1,543,258 | $5.12 億 | 0.03% | −181,704−10.5% | 減碼 |
| WCM Investment Management, LLC | 1,742,991 | $5.94 億 | 1.24% | +12,214+0.7% | 加碼 |
| State Street Corp | 1,828,455 | $6.08 億 | 0.02% | +101,289+5.9% | 加碼 |
| Principal Financial Group Inc | 1,970,021 | $6.55 億 | 0.33% | +373,077+23.4% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 2,255,714 | $7.50 億 | 5.46% | +383,466+20.5% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,482,615 | $8.26 億 | 2.01% | −74,843−2.9% | 減碼 |
| Capital World Investors | 2,628,551 | $8.74 億 | 0.12% | +2,612,184+15,960.1% | 加碼 |
| Janus Henderson Group PLC | 3,097,351 | $10.3 億 | 0.47% | +19,674+0.6% | 加碼 |
| Massachusetts Financial Services Co | 3,242,353 | $10.8 億 | 0.33% | +800,171+32.8% | 加碼 |
| Dodge & Cox | 3,329,255 | $11.1 億 | 0.60% | +627,546+23.2% | 加碼 |
| Boston Partners | 3,669,326 | $12.2 億 | 1.25% | −10,158−0.3% | 減碼 |
| BlackRock, Inc. | 4,976,517 | $16.6 億 | 0.03% | +143,720+3.0% | 加碼 |
| Vanguard Group Inc | 8,303,768 | $27.6 億 | 0.04% | +317,002+4.0% | 加碼 |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −1,183,069−100.0% | 清倉 |
| Egerton Capital (UK) LLP | 0 | $0 | 0.00% | −832,516−100.0% | 清倉 |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −379,934−100.0% | 清倉 |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −367,426−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −133,319−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −100,512−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −99,507−100.0% | 清倉 |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −99,455−100.0% | 清倉 |
| Shellback Capital, LP | 0 | $0 | 0.00% | −76,501−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −53,517−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −42,763−100.0% | 清倉 |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −41,385−100.0% | 清倉 |
| Kames Capital plc | 0 | $0 | 0.00% | −41,058−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −32,000−100.0% | 清倉 |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −28,954−100.0% | 清倉 |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −23,552−100.0% | 清倉 |
| Castleark Management LLC | 0 | $0 | 0.00% | −22,550−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −22,153−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −16,446−100.0% | 清倉 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −16,202−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,690−100.0% | 清倉 |
| Diversified Trust Co | 0 | $0 | 0.00% | −8,132−100.0% | 清倉 |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −7,232−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −7,211−100.0% | 清倉 |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −5,955−100.0% | 清倉 |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −5,460−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,766−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,428−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,421−100.0% | 清倉 |
| Sheets Smith Investment Management | 0 | $0 | 0.00% | −4,330−100.0% | 清倉 |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −4,046−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,999−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,900−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,838−100.0% | 清倉 |
| Friedenthal Financial | 0 | $0 | 0.00% | −2,674−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −2,595−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −2,576−100.0% | 清倉 |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Retireful, LLC | 0 | $0 | 0.00% | −2,334−100.0% | 清倉 |
| Encompass More Asset Management | 0 | $0 | 0.00% | −2,279−100.0% | 清倉 |