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 |
|---|---|---|---|---|---|
| University of Texas/Texas Am Investment Managment Co | 5,343 | $177.8 萬 | 0.26% | +5,343 | 新進 |
| Independent Advisor Alliance | 5,341 | $177.7 萬 | 0.05% | +1,566+41.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 5,316 | $176.9 萬 | 0.00% | −193,143−97.3% | 減碼 |
| Yorktown Management & Research Co Inc | 5,290 | $176.0 萬 | 1.40% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 5,275 | $175.5 萬 | 0.16% | 00.0% | 不變 |
| Mackenzie Financial Corp | 5,265 | $175.2 萬 | 0.00% | +297+6.0% | 加碼 |
| Dana Investment Advisors, Inc. | 5,264 | $175.1 萬 | 0.05% | +189+3.7% | 加碼 |
| Wealthfront Advisers LLC | 5,123 | $170.4 萬 | 0.00% | +2,243+77.9% | 加碼 |
| United Capital Financial Advisers, LLC | 5,114 | $170.2 萬 | 0.01% | +366+7.7% | 加碼 |
| EFG Asset Management (Americas) Corp. | 5,107 | $169.9 萬 | 0.29% | +469+10.1% | 加碼 |
| MetLife Investment Management | 5,102 | $169.7 萬 | 0.01% | +147+3.0% | 加碼 |
| Kentucky Retirement Systems | 5,003 | $166.4 萬 | 0.05% | −66−1.3% | 減碼 |
| TownSquare Capital, LLC | 4,876 | $162.2 萬 | 0.25% | −1,054−17.8% | 減碼 |
| Paradigm Asset Management Co LLC | 4,800 | $159.7 萬 | 0.37% | 00.0% | 不變 |
| Virtus Investment Advisers, Inc. | 4,756 | $158.2 萬 | 0.45% | +4,756 | 新進 |
| Shepherd Financial Partners LLC | 4,755 | $158.2 萬 | 0.15% | 00.0% | 不變 |
| 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 |
| Merit Financial Group, LLC | 4,652 | $154.8 萬 | 0.01% | +931+25.0% | 加碼 |
| Fulton Bank, N.A. | 4,632 | $154.1 萬 | 0.05% | +49+1.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 4,581 | $152.4 萬 | 0.01% | +1,436+45.7% | 加碼 |
| VestGen Advisors, LLC | 4,431 | $147.4 萬 | 0.05% | −1,088−19.7% | 減碼 |
| We Are One Seven, LLC | 4,249 | $141.4 萬 | 0.03% | +435+11.4% | 加碼 |
| Gulf International Bank (UK) Ltd | 4,209 | $140.0 萬 | 0.05% | −56−1.3% | 減碼 |
| Bridgeway Capital Management, LLC | 4,200 | $139.7 萬 | 0.03% | −2,640−38.6% | 減碼 |
| Kestra Advisory Services, LLC | 4,087 | $136.0 萬 | 0.01% | −434−9.6% | 減碼 |
| M&T Bank Corp | 4,067 | $135.3 萬 | 0.00% | −721−15.1% | 減碼 |
| Nisa Investment Advisors, LLC | 4,060 | $135.1 萬 | 0.01% | −3,956−49.4% | 減碼 |
| Edgestream Partners, L.P. | 4,016 | $133.6 萬 | 0.04% | −14,491−78.3% | 減碼 |
| Ostrum Asset Management | 3,964 | $131.9 萬 | 0.06% | +1,352+51.8% | 加碼 |
| Crawford Investment Counsel Inc | 3,888 | $129.4 萬 | 0.02% | +39+1.0% | 加碼 |
| Maryland State Retirement & Pension System | 3,873 | $128.9 萬 | 0.03% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 3,872 | $128.8 萬 | 0.00% | +915+30.9% | 加碼 |
| Colony Group, LLC | 3,872 | $128.8 萬 | 0.00% | −408−9.5% | 減碼 |
| Resources Investment Advisors, LLC. | 3,867 | $128.7 萬 | 0.01% | +76+2.0% | 加碼 |
| IHT Wealth Management, LLC | 3,844 | $127.9 萬 | 0.03% | +488+14.5% | 加碼 |
| Investment Management Corp of Ontario | 3,766 | $125.3 萬 | 0.02% | +1,019+37.1% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 3,294 | $123.5 萬 | 0.06% | 00.0% | 不變 |
| Everence Capital Management Inc | 3,703 | $123.2 萬 | 0.07% | +1,063+40.3% | 加碼 |
| Umb Bank N A | 3,629 | $120.7 萬 | 0.02% | −37,548−91.2% | 減碼 |
| Park Avenue Securities LLC | 3,605 | $119.9 萬 | 0.01% | −558−13.4% | 減碼 |
| GWM Advisors LLC | 3,582 | $119.2 萬 | 0.01% | +176+5.2% | 加碼 |
| Fiduciary Trust Co | 3,523 | $117.2 萬 | 0.01% | +198+6.0% | 加碼 |
| Gateway Investment Advisers LLC | 3,515 | $116.9 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 3,511 | $116.8 萬 | 0.02% | +3,320+1,738.2% | 加碼 |
| Gabelli Funds LLC | 3,511 | $116.8 萬 | 0.01% | −1,510−30.1% | 減碼 |
| Cannon Global Investment Management, LLC | 3,500 | $116.4 萬 | 2.94% | +3,500 | 新進 |
| Sumitomo Life Insurance Co | 3,480 | $115.8 萬 | 0.04% | −126−3.5% | 減碼 |
| Aureus Asset Management, LLC | 3,473 | $115.5 萬 | 0.08% | 00.0% | 不變 |
| Bessemer Group Inc | 3,457 | $115.0 萬 | 0.00% | +126+3.8% | 加碼 |
| Shelton Wealth Management, LLC | 3,428 | $114.0 萬 | 0.53% | +299+9.6% | 加碼 |
| Schroder Investment Management Group | 3,414 | $113.6 萬 | 0.00% | +508+17.5% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,403 | $113.2 萬 | 0.00% | +2,303+209.4% | 加碼 |
| Callan Family Office, LLC | 3,385 | $112.6 萬 | 0.04% | −652−16.2% | 減碼 |
| LVW Advisors, LLC | 3,365 | $112.0 萬 | 0.12% | −340−9.2% | 減碼 |
| SkyView Investment Advisors, LLC | 3,294 | $109.6 萬 | 0.14% | +37+1.1% | 加碼 |
| MAI Capital Management | 3,251 | $108.1 萬 | 0.01% | +298+10.1% | 加碼 |
| CIBC Asset Management Inc | 3,236 | $107.7 萬 | 0.00% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 3,232 | $107.5 萬 | 0.04% | −5,597−63.4% | 減碼 |
| Mariner, LLC | 3,166 | $105.3 萬 | 0.00% | −8,543−73.0% | 減碼 |
| Rockefeller Capital Management L.P. | 3,165 | $105.3 萬 | 0.00% | +3,165 | 新進 |
| HighPoint Advisor Group LLC | 3,120 | $103.8 萬 | 0.05% | +658+26.7% | 加碼 |
| Bank of Nova Scotia | 3,104 | $103.3 萬 | 0.00% | +3,104 | 新進 |
| ASR Vermogensbeheer N.V. | 3,091 | $102.8 萬 | 0.01% | +2+0.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 3,074 | $102.3 萬 | 0.00% | +329+12.0% | 加碼 |
| XTX Topco Ltd | 3,047 | $101.4 萬 | 0.05% | +3,047 | 新進 |
| Tokio Marine Asset Management Co Ltd | 2,968 | $98.7 萬 | 0.04% | +172+6.2% | 加碼 |
| Allstate Corp | 2,958 | $98.4 萬 | 0.02% | +2,958 | 新進 |
| Central Pacific Bank - Trust Division | 2,880 | $95.8 萬 | 0.12% | −607−17.4% | 減碼 |
| Two Sigma Investments, LP | 2,875 | $95.6 萬 | 0.00% | −3,816−57.0% | 減碼 |
| CIBC Bancorp USA Inc. | 2,868 | $95.4 萬 | 0.01% | +2,868 | 新進 |
| National Bank of Canada | 2,831 | $94.1 萬 | 0.00% | −16,025−85.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,794 | $93.0 萬 | 0.01% | +539+23.9% | 加碼 |
| OV Management LLC | 2,777 | $92.4 萬 | 0.78% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 2,756 | $91.7 萬 | 0.01% | +821+42.4% | 加碼 |
| Vestcor Inc | 2,689 | $89.5 萬 | 0.03% | −201−7.0% | 減碼 |
| Impact Capital Partners LLC | 2,687 | $89.4 萬 | 0.27% | −163−5.7% | 減碼 |
| Principal Securities, Inc. | 2,602 | $86.6 萬 | 0.01% | +537+26.0% | 加碼 |
| CAPROCK Group, Inc. | 2,373 | $86.5 萬 | 0.02% | +2,373 | 新進 |
| Inceptionr LLC | 2,555 | $85.0 萬 | 0.21% | −1,058−29.3% | 減碼 |
| Tran Capital Management, L.P. | 2,554 | $85.0 萬 | 0.10% | 00.0% | 不變 |
| Vident Advisory, LLC | 2,506 | $83.4 萬 | 0.01% | +97+4.0% | 加碼 |
| Arkadios Wealth Advisors | 2,505 | $83.3 萬 | 0.02% | +904+56.5% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 2,500 | $83.2 萬 | 0.16% | 00.0% | 不變 |
| Ritholtz Wealth Management | 2,488 | $82.8 萬 | 0.02% | +7+0.3% | 加碼 |
| Parallel Advisors, LLC | 2,477 | $82.4 萬 | 0.02% | −37−1.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,472 | $82.2 萬 | 0.01% | +1,021+70.4% | 加碼 |
| Assenagon Asset Management S.A. | 2,403 | $79.9 萬 | 0.00% | +16+0.7% | 加碼 |
| Engineers Gate Manager LP | 2,398 | $79.8 萬 | 0.01% | −38,534−94.1% | 減碼 |
| Thrivent Financial for Lutherans | 2,381 | $79.2 萬 | 0.00% | −29−1.2% | 減碼 |
| Polymer Capital Management (US) LLC | 2,358 | $78.4 萬 | 0.10% | +2,358 | 新進 |
| Qsemble Capital Management, LP | 2,318 | $77.1 萬 | 0.08% | +694+42.7% | 加碼 |
| Hunting Hill Global Capital, LLC | 2,300 | $76.5 萬 | 0.29% | 00.0% | 不變 |
| Presidio Capital Management, LLC | 2,286 | $76.1 萬 | 0.27% | +2,286 | 新進 |
| Root Financial Partners, LLC | 2,285 | $76.0 萬 | 0.05% | +36+1.6% | 加碼 |
| London Co of Virginia | 2,270 | $75.5 萬 | 0.00% | 00.0% | 不變 |
| Greenline Partners, LLC | 2,266 | $75.4 萬 | 0.09% | 00.0% | 不變 |
| Pitcairn Co | 2,243 | $74.6 萬 | 0.06% | −2,485−52.6% | 減碼 |
| Picton Mahoney Asset Management | 2,200 | $73.2 萬 | 0.01% | −79,957−97.3% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,200 | $73.2 萬 | 0.02% | −297−11.9% | 減碼 |