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 |
|---|---|---|---|---|---|
| Barclays PLC | 79,972 | $2,661 萬 | 0.01% | +15,189+23.4% | 加碼 |
| Heron Bay Capital Management | 79,777 | $2,654 萬 | 4.95% | −2,738−3.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 76,605 | $2,549 萬 | 0.02% | −47,749−38.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 73,969 | $2,461 萬 | 0.04% | −1,796−2.4% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72,813 | $2,422 萬 | 0.02% | +4,269+6.2% | 加碼 |
| Burkehill Global Management, LP | 70,000 | $2,329 萬 | 1.32% | 00.0% | 不變 |
| Alyeska Investment Group, L.P. | 69,477 | $2,311 萬 | 0.07% | +69,477 | 新進 |
| Ceredex Value Advisors LLC | 69,100 | $2,299 萬 | 0.53% | −2,450−3.4% | 減碼 |
| Royal London Asset Management Ltd | 65,063 | $2,165 萬 | 0.05% | +12,129+22.9% | 加碼 |
| Aviva PLC | 63,405 | $2,109 萬 | 0.04% | +7,402+13.2% | 加碼 |
| Trillium Asset Management, LLC | 63,335 | $2,107 萬 | 0.56% | −1,012−1.6% | 減碼 |
| Russell Investments Group, Ltd. | 58,924 | $1,964 萬 | 0.02% | −3,066−4.9% | 減碼 |
| Lynwood Price Capital Management LP | 59,000 | $1,963 萬 | 9.83% | +5,000+9.3% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 61,831 | $1,946 萬 | 1.21% | +6,184+11.1% | 加碼 |
| New York State Common Retirement Fund | 57,908 | $1,927 萬 | 0.02% | −1,000−1.7% | 減碼 |
| Korea Investment CORP | 57,068 | $1,899 萬 | 0.04% | +337+0.6% | 加碼 |
| Natixis Advisors, L.P. | 55,942 | $1,861 萬 | 0.03% | −23,675−29.7% | 減碼 |
| State of Wisconsin Investment Board | 54,376 | $1,809 萬 | 0.04% | −4,113−7.0% | 減碼 |
| Artemis Investment Management LLP | 54,232 | $1,804 萬 | 0.22% | −44,893−45.3% | 減碼 |
| Cookson Peirce & Co Inc | 53,843 | $1,791 萬 | 0.73% | −1,121−2.0% | 減碼 |
| Janney Montgomery Scott LLC | 53,208 | $1,770 萬 | 0.04% | +9,790+22.5% | 加碼 |
| Mawer Investment Management Ltd. | 52,690 | $1,753 萬 | 0.09% | −294−0.6% | 減碼 |
| GW&K Investment Management, LLC | 51,363 | $1,709 萬 | 0.15% | −2,068−3.9% | 減碼 |
| Walleye Capital LLC | 50,884 | $1,693 萬 | 0.14% | +50,157+6,899.2% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 50,745 | $1,688 萬 | 0.66% | −23,951−32.1% | 減碼 |
| 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 |
| Winmill & Co. Inc | 48,860 | $1,626 萬 | 3.94% | 00.0% | 不變 |
| Great West Life Assurance Co | 47,657 | $1,623 萬 | 0.02% | +604+1.3% | 加碼 |
| Teca Partners, LP | 48,484 | $1,613 萬 | 10.17% | +21,710+81.1% | 加碼 |
| Pictet Asset Management Holding SA | 47,521 | $1,581 萬 | 0.02% | −1,661−3.4% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 41,769 | $1,390 萬 | 0.02% | +19,150+84.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 40,891 | $1,360 萬 | 0.03% | +1,131+2.8% | 加碼 |
| Empowered Funds, LLC | 38,453 | $1,279 萬 | 0.13% | +21,084+121.4% | 加碼 |
| Storebrand Asset Management AS | 38,370 | $1,277 萬 | 0.03% | +18,701+95.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,046 | $1,266 萬 | 0.03% | +663+1.8% | 加碼 |
| Captrust Financial Advisors | 37,329 | $1,242 萬 | 0.03% | −158,884−81.0% | 減碼 |
| La Banque Postale Asset Management SA | 36,128 | $1,202 萬 | 0.15% | +11,557+47.0% | 加碼 |
| Treasurer of the State of North Carolina | 35,827 | $1,192 萬 | 0.04% | −1,394−3.7% | 減碼 |
| Logan Capital Management Inc | 35,300 | $1,174 萬 | 0.50% | +755+2.2% | 加碼 |
| Diamond Hill Capital Management Inc | 35,187 | $1,171 萬 | 0.06% | −350−1.0% | 減碼 |
| Pathstone Holdings, LLC | 34,067 | $1,133 萬 | 0.04% | +859+2.6% | 加碼 |
| Verition Fund Management LLC | 33,292 | $1,108 萬 | 0.06% | +21,168+174.6% | 加碼 |
| Whittier Trust Co | 35,161 | $1,107 萬 | 0.13% | +10,085+40.2% | 加碼 |
| CI Private Wealth, LLC | 32,423 | $1,079 萬 | 0.02% | −5,420−14.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 32,420 | $1,079 萬 | 0.01% | −7,494−18.8% | 減碼 |
| KWB Wealth | 28,445 | $1,067 萬 | 1.18% | +40.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 31,884 | $1,061 萬 | 0.09% | +28,820+940.6% | 加碼 |
| Icon Advisers Inc | 31,288 | $1,041 萬 | 2.28% | 00.0% | 不變 |
| Burney Co | 31,064 | $1,033 萬 | 0.33% | +1,227+4.1% | 加碼 |
| Asset Management One Co.,Ltd. | 31,016 | $1,032 萬 | 0.03% | +666+2.2% | 加碼 |
| Quantinno Capital Management LP | 30,430 | $1,012 萬 | 0.03% | +1,099+3.7% | 加碼 |
| Private Advisor Group, LLC | 30,131 | $1,002 萬 | 0.05% | +1,050+3.6% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 29,900 | $994.7 萬 | 0.06% | 00.0% | 不變 |
| Thornburg Investment Management Inc | 29,729 | $989.1 萬 | 0.13% | −12,277−29.2% | 減碼 |
| Reinhart Partners, Inc. | 28,165 | $937.0 萬 | 0.30% | −1,551−5.2% | 減碼 |
| AQR Capital Management LLC | 28,165 | $937.0 萬 | 0.01% | −10,104−26.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 27,980 | $930.9 萬 | 0.03% | +1,277+4.8% | 加碼 |
| KLP Kapitalforvaltning AS | 27,900 | $928.2 萬 | 0.04% | +100+0.4% | 加碼 |
| Public Employees Retirement System of Ohio | 27,521 | $915.6 萬 | 0.03% | +2,162+8.5% | 加碼 |
| Cinctive Capital Management LP | 27,180 | $904.3 萬 | 0.45% | +17,967+195.0% | 加碼 |
| ArrowMark Colorado Holdings LLC | 25,835 | $859.5 萬 | 0.16% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 25,380 | $844.4 萬 | 0.08% | −7,015−21.7% | 減碼 |
| Resona Asset Management Co.,Ltd. | 25,110 | $838.1 萬 | 0.04% | −1,236−4.7% | 減碼 |
| Bank of Montreal | 25,078 | $834.3 萬 | 0.00% | +1,818+7.8% | 加碼 |
| Virtu Financial LLC | 25,073 | $834.1 萬 | 0.47% | +17,801+244.8% | 加碼 |
| Seven Grand Managers, LLC | 25,000 | $831.7 萬 | 0.68% | −25,000−50.0% | 減碼 |
| Brant Point Investment Management LLC | 24,315 | $808.9 萬 | 1.80% | +200+0.8% | 加碼 |
| Nomura Asset Management Co Ltd | 24,263 | $807.2 萬 | 0.02% | −90−0.4% | 減碼 |
| NewEdge Wealth, LLC | 21,394 | $801.3 萬 | 0.11% | −15,079−41.3% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 24,059 | $800.4 萬 | 0.04% | +65+0.3% | 加碼 |
| Kennedy Capital Management, Inc. | 23,992 | $798.2 萬 | 0.18% | −5,788−19.4% | 減碼 |
| Arizona State Retirement System | 23,539 | $783.1 萬 | 0.04% | +192+0.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 22,346 | $743.4 萬 | 0.14% | −7,955−26.3% | 減碼 |
| Illinois Municipal Retirement Fund | 21,729 | $722.9 萬 | 0.09% | +2,295+11.8% | 加碼 |
| Teacher Retirement System of Texas | 21,622 | $719.3 萬 | 0.03% | −1,648−7.1% | 減碼 |
| Handelsbanken Fonder AB | 21,581 | $718.0 萬 | 0.02% | +1,900+9.7% | 加碼 |
| US Bancorp | 20,536 | $683.3 萬 | 0.01% | −23−0.1% | 減碼 |
| Banco BTG Pactual S.A. | 20,471 | $681.0 萬 | 1.00% | +3,964+24.0% | 加碼 |
| Winthrop Advisory Group LLC | 20,279 | $674.7 萬 | 0.59% | −75−0.4% | 減碼 |
| Argent Capital Management LLC | 19,251 | $640.5 萬 | 0.17% | +22+0.1% | 加碼 |
| 2Xideas AG | 19,071 | $634.5 萬 | 1.34% | −368−1.9% | 減碼 |
| Cetera Investment Advisers | 18,998 | $632.1 萬 | 0.01% | −85−0.4% | 減碼 |
| Sanctuary Advisors, LLC | 18,915 | $629.3 萬 | 0.04% | −667−3.4% | 減碼 |
| MML Investors Services, LLC | 18,549 | $617.1 萬 | 0.02% | −2,188−10.6% | 減碼 |
| Whittier Trust Co of Nevada Inc | 19,405 | $610.7 萬 | 0.13% | +5,572+40.3% | 加碼 |
| Eagle Rock Investment Company, LLC | 17,931 | $596.5 萬 | 0.89% | −91−0.5% | 減碼 |
| IFM Investors Pty Ltd | 17,379 | $591.8 萬 | 0.05% | 00.0% | 不變 |
| Strategic Global Advisors, LLC | 17,576 | $584.7 萬 | 0.89% | −259−1.5% | 減碼 |
| Forsta Ap-Fonden | 17,400 | $578.9 萬 | 0.03% | +1,000+6.1% | 加碼 |
| Atria Investments LLC | 17,362 | $577.6 萬 | 0.07% | −2,748−13.7% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 17,124 | $569.7 萬 | 0.02% | −350−2.0% | 減碼 |
| Xponance, Inc. | 16,892 | $562.0 萬 | 0.04% | +609+3.7% | 加碼 |
| SCS Capital Management LLC | 16,161 | $537.7 萬 | 0.06% | 00.0% | 不變 |
| STRS Ohio | 16,105 | $535.8 萬 | 0.02% | −28,234−63.7% | 減碼 |
| Primecap Management Co | 16,000 | $532.3 萬 | 0.00% | 00.0% | 不變 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,900 | $529.0 萬 | 0.05% | −1,100−6.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,757 | $524.2 萬 | 0.04% | +26+0.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 15,088 | $502.0 萬 | 0.03% | +462+3.2% | 加碼 |
| DnB Asset Management AS | 15,079 | $501.7 萬 | 0.02% | +729+5.1% | 加碼 |