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 |
|---|---|---|---|---|---|
| Hallmark Capital Management Inc | 2,184 | $72.7 萬 | 0.05% | +189+9.5% | 加碼 |
| Davenport & Co LLC | 2,166 | $72.1 萬 | 0.00% | +91+4.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 2,164 | $72.0 萬 | 0.00% | −3,192−59.6% | 減碼 |
| Toroso Investments, LLC | 2,144 | $71.3 萬 | 0.00% | −75−3.4% | 減碼 |
| Concorde Asset Management, LLC | 2,280 | $71.2 萬 | 0.30% | +2,280 | 新進 |
| Heritage Family Offices, LLP | 2,118 | $70.5 萬 | 0.33% | −151−6.7% | 減碼 |
| E. Ohman J:or Asset Management AB | 2,100 | $69.9 萬 | 0.02% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,097 | $69.8 萬 | 0.05% | −54−2.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 2,096 | $69.7 萬 | 0.01% | −24−1.1% | 減碼 |
| Gladstone Institutional Advisory LLC | 2,089 | $69.5 萬 | 0.03% | +235+12.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 2,069 | $68.8 萬 | 0.05% | −1,286−38.3% | 減碼 |
| Everpar Advisors LLC | 2,046 | $68.1 萬 | 0.27% | −155−7.0% | 減碼 |
| Snowden Capital Advisors LLC | 2,012 | $66.9 萬 | 0.02% | −128−6.0% | 減碼 |
| Spire Wealth Management | 2,006 | $66.7 萬 | 0.02% | +10.0% | 加碼 |
| Shell Asset Management Co | 2,006 | $66.7 萬 | 0.07% | −1,097−35.4% | 減碼 |
| Headlands Technologies LLC | 2,000 | $66.5 萬 | 0.05% | +2,000 | 新進 |
| Sowell Financial Services LLC | 1,977 | $65.8 萬 | 0.03% | −800−28.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,944 | $64.7 萬 | 0.02% | +1,324+213.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 1,937 | $64.4 萬 | 0.00% | +265+15.8% | 加碼 |
| Natixis | 1,933 | $64.3 萬 | 0.00% | +1,089+129.0% | 加碼 |
| Peak Financial Advisors LLC | 1,924 | $64.0 萬 | 0.31% | +692+56.2% | 加碼 |
| Blair William & Co | 1,922 | $64.0 萬 | 0.00% | −8,226−81.1% | 減碼 |
| RSM US Wealth Management LLC | 1,911 | $63.6 萬 | 0.01% | −2,128−52.7% | 減碼 |
| NBC Securities, Inc. | 1,904 | $63.3 萬 | 0.05% | −176−8.5% | 減碼 |
| Advisors Asset Management, Inc. | 1,893 | $63.0 萬 | 0.01% | +51+2.8% | 加碼 |
| Lido Advisors, LLC | 1,845 | $61.4 萬 | 0.00% | −639−25.7% | 減碼 |
| Vise Technologies, Inc. | 1,838 | $61.1 萬 | 0.02% | −283−13.3% | 減碼 |
| Retirement Planning Group | 1,820 | $60.5 萬 | 0.02% | +1,820 | 新進 |
| Jain Global LLC | 1,788 | $59.5 萬 | 0.01% | −3,004−62.7% | 減碼 |
| Gibbs Wealth Management | 1,780 | $59.2 萬 | 0.13% | −372−17.3% | 減碼 |
| Cresset Asset Management, LLC | 1,753 | $58.3 萬 | 0.00% | −37−2.1% | 減碼 |
| Emerald Advisers, LLC | 1,746 | $58.1 萬 | 0.02% | −254−12.7% | 減碼 |
| Boothbay Fund Management, LLC | 1,735 | $57.7 萬 | 0.01% | +1,735 | 新進 |
| Compton Financial Group, LLC | 1,731 | $57.6 萬 | 0.14% | +1,731 | 新進 |
| Strategic Financial Concepts, LLC | 1,731 | $57.6 萬 | 0.08% | +1,731 | 新進 |
| Farringdon Capital, Ltd. | 1,722 | $57.3 萬 | 0.15% | +811+89.0% | 加碼 |
| Yousif Capital Management, LLC | 1,706 | $56.8 萬 | 0.01% | −97−5.4% | 減碼 |
| Sanchez Wealth Management Group | 1,691 | $56.2 萬 | 0.12% | +2+0.1% | 加碼 |
| Prudential PLC | 1,681 | $55.9 萬 | 0.00% | −5,620−77.0% | 減碼 |
| Sherbrooke Park Advisers LLC | 1,677 | $55.8 萬 | 0.26% | +624+59.3% | 加碼 |
| Hamilton Capital Partners Inc. | 1,664 | $55.4 萬 | 0.02% | +30+1.8% | 加碼 |
| Magnolia Private Wealth, LLC | 1,657 | $55.1 萬 | 0.40% | −5−0.3% | 減碼 |
| Benjamin Edwards Inc | 1,657 | $55.1 萬 | 0.01% | +163+10.9% | 加碼 |
| Quadrant Capital Group LLC | 1,640 | $54.6 萬 | 0.02% | 00.0% | 不變 |
| DGS Capital Management, LLC | 1,581 | $52.6 萬 | 0.10% | +43+2.8% | 加碼 |
| Potentia Wealth | 1,579 | $52.5 萬 | 0.20% | +1+0.1% | 加碼 |
| Applied Finance Capital Management, LLC | 1,573 | $52.3 萬 | 0.04% | −312−16.6% | 減碼 |
| Pennsylvania Capital Management Inc | 1,572 | $52.3 萬 | 0.15% | 00.0% | 不變 |
| Wealth Alliance | 1,570 | $52.2 萬 | 0.05% | −146−8.5% | 減碼 |
| Stephens Inc | 1,570 | $52.2 萬 | 0.01% | −126−7.4% | 減碼 |
| CWM, LLC | 1,569 | $52.2 萬 | 0.00% | −277−15.0% | 減碼 |
| XML Financial, LLC | 1,569 | $52.2 萬 | 0.04% | −427−21.4% | 減碼 |
| Wedmont Private Capital | 1,633 | $51.8 萬 | 0.02% | +8+0.5% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,550 | $51.6 萬 | 0.00% | 00.0% | 不變 |
| Riverpoint Wealth Management Holdings, LLC | 1,545 | $51.4 萬 | 0.11% | +2+0.1% | 加碼 |
| MONECO Advisors, LLC | 1,544 | $51.4 萬 | 0.04% | −41−2.6% | 減碼 |
| Assetmark, Inc | 1,537 | $51.1 萬 | 0.00% | +72+4.9% | 加碼 |
| Quantitative Investment Management, LLC | 1,523 | $50.6 萬 | 0.07% | +1,523 | 新進 |
| Severin Investments, LLC | 1,510 | $50.2 萬 | 0.45% | +1,510 | 新進 |
| Coldstream Capital Management Inc | 1,498 | $49.8 萬 | 0.01% | −199−11.7% | 減碼 |
| Nomura Holdings Inc | 1,497 | $49.8 萬 | 0.00% | +915+157.2% | 加碼 |
| Pettee Investors, Inc. | 1,490 | $49.6 萬 | 0.27% | 00.0% | 不變 |
| Requisite Capital Management, LLC | 1,482 | $49.3 萬 | 0.08% | +1,482 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,473 | $49.0 萬 | 0.00% | 00.0% | 不變 |
| Foresight Global Investors, Inc. | 1,459 | $48.5 萬 | 0.29% | +1,459 | 新進 |
| Thrive Wealth Management, LLC | 1,452 | $48.3 萬 | 0.07% | −8−0.5% | 減碼 |
| Advisor OS, LLC | 1,439 | $47.9 萬 | 0.04% | −257−15.2% | 減碼 |
| Keybank National Association | 1,437 | $47.8 萬 | 0.00% | +185+14.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,400 | $46.6 萬 | 0.05% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 1,400 | $46.6 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,398 | $46.5 萬 | 0.01% | −43−3.0% | 減碼 |
| Spahn Wealth & Retirement LLC | 1,386 | $46.1 萬 | 0.27% | 00.0% | 不變 |
| Legacy Financial Group LLC | 1,381 | $45.9 萬 | 0.06% | 00.0% | 不變 |
| Philip James Wealth Mangement, LLC | 1,365 | $45.4 萬 | 0.05% | +597+77.7% | 加碼 |
| Gilbert & Cook, Inc. | 1,356 | $45.1 萬 | 0.06% | +262+23.9% | 加碼 |
| Optimize Financial Inc | 1,356 | $45.1 萬 | 0.23% | +1,356 | 新進 |
| Bridges Investment Management Inc | 1,344 | $44.7 萬 | 0.01% | +149+12.5% | 加碼 |
| Axxcess Wealth Management, LLC | 1,343 | $44.7 萬 | 0.01% | −807−37.5% | 減碼 |
| Sagespring Wealth Partners, LLC | 1,330 | $44.2 萬 | 0.01% | −84−5.9% | 減碼 |
| Voleon Capital Management LP | 1,315 | $43.7 萬 | 0.01% | +607+85.7% | 加碼 |
| AXA Investment Managers S.A. | 1,261 | $42.0 萬 | 0.00% | +1,261 | 新進 |
| Cynosure Management, LLC | 1,257 | $41.8 萬 | 0.05% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 1,255 | $41.8 萬 | 0.01% | +1,255 | 新進 |
| Brighton Jones LLC | 1,230 | $40.9 萬 | 0.01% | +31+2.6% | 加碼 |
| Apollon Wealth Management, LLC | 1,225 | $40.8 萬 | 0.01% | −433−26.1% | 減碼 |
| RMR Wealth Builders | 1,214 | $40.4 萬 | 0.03% | +1,214 | 新進 |
| Pensionmark Financial Group, LLC | 1,210 | $40.3 萬 | 0.01% | −190−13.6% | 減碼 |
| Moody Lynn & Lieberson, LLC | 1,200 | $39.9 萬 | 0.02% | −7−0.6% | 減碼 |
| RiverGlades Family Offices LLC | 1,200 | $39.9 萬 | 0.24% | +100+9.1% | 加碼 |
| Wetherby Asset Management Inc | 1,190 | $39.6 萬 | 0.02% | +53+4.7% | 加碼 |
| Transcend Wealth Collective, LLC | 1,189 | $39.6 萬 | 0.03% | +88+8.0% | 加碼 |
| SFG Wealth Management, LLC. | 1,186 | $39.5 萬 | 0.17% | 00.0% | 不變 |
| Old National Bancorp | 1,179 | $39.2 萬 | 0.01% | −477−28.8% | 減碼 |
| Jump Financial, LLC | 1,174 | $39.1 萬 | 0.00% | −2,126−64.4% | 減碼 |
| Lifestyle Asset Management, Inc. | 1,157 | $38.5 萬 | 0.13% | +75+6.9% | 加碼 |
| Panagora Asset Management Inc | 1,150 | $38.3 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 1,123 | $38.2 萬 | 0.00% | +369+48.9% | 加碼 |
| Venturi Wealth Management, LLC | 1,146 | $38.1 萬 | 0.02% | −547−32.3% | 減碼 |
| WJ Wealth Management, LLC | 1,000 | $37.7 萬 | 0.17% | −1,000−50.0% | 減碼 |
| Siemens Fonds Invest GmbH | 1,120 | $37.3 萬 | 0.02% | 00.0% | 不變 |