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 4 季 13F 持有人
LPL Financial Holdings Inc. 在 2025/12/31 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
- 826
- 較 2025 年第 3 季 +78 家
- 持有股數
- 8,139 萬
- 較 2025 年第 3 季 +280.8 萬 (+3.6%)
- 總市值
- $290.4 億
- 較 2025 年第 3 季 +$29.2 億 (+11.2%)
- 新進機構
- 160
- 另有 258 家加碼
- 清倉機構
- 82
- 另有 275 家減碼
另有 11 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,148,558 | $29.1 億 | 0.04% | −155,210−1.9% | 減碼 |
| BlackRock, Inc. | 4,989,024 | $17.8 億 | 0.03% | +12,507+0.3% | 加碼 |
| Dodge & Cox | 3,948,970 | $14.1 億 | 0.76% | +619,715+18.6% | 加碼 |
| Massachusetts Financial Services Co | 3,719,447 | $13.3 億 | 0.43% | +477,094+14.7% | 加碼 |
| Capital World Investors | 3,625,357 | $12.9 億 | 0.18% | +996,806+37.9% | 加碼 |
| Boston Partners | 3,550,318 | $12.7 億 | 1.31% | −119,008−3.2% | 減碼 |
| Janus Henderson Group PLC | 3,377,553 | $12.1 億 | 0.54% | +280,202+9.0% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,298,547 | $8.21 億 | 2.20% | −184,068−7.4% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 2,074,948 | $7.41 億 | 5.44% | −180,766−8.0% | 減碼 |
| Principal Financial Group Inc | 1,934,483 | $6.91 億 | 0.35% | −35,538−1.8% | 減碼 |
| State Street Corp | 1,843,135 | $6.58 億 | 0.02% | +14,680+0.8% | 加碼 |
| Morgan Stanley | 1,763,263 | $6.30 億 | 0.04% | +283,612+19.2% | 加碼 |
| WCM Investment Management, LLC | 1,721,473 | $6.19 億 | 1.28% | −21,518−1.2% | 減碼 |
| Samlyn Capital, LLC | 1,579,259 | $5.64 億 | 9.00% | +232,765+17.3% | 加碼 |
| Geode Capital Management, LLC | 1,554,814 | $5.54 億 | 0.03% | +11,556+0.7% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 1,261,285 | $4.50 億 | 1.50% | +1,261,285 | 新進 |
| Alliancebernstein L.P. | 1,199,344 | $4.28 億 | 0.14% | +635,129+112.6% | 加碼 |
| JPMorgan Chase & Co | 1,197,366 | $4.28 億 | 0.03% | +258,611+27.5% | 加碼 |
| Norges Bank | 1,040,445 | $3.72 億 | 0.04% | +1,040,445 | 新進 |
| SurgoCap Partners LP | 995,000 | $3.55 億 | 9.84% | +722+0.1% | 加碼 |
| Bank of America Corp | 796,171 | $2.84 億 | 0.02% | −81,861−9.3% | 減碼 |
| Dimensional Fund Advisors LP | 788,342 | $2.82 億 | 0.06% | −59,474−7.0% | 減碼 |
| Darlington Partners Capital Management, LP | 783,006 | $2.80 億 | 11.19% | −2,731−0.3% | 減碼 |
| Raymond James Financial Inc | 729,567 | $2.62 億 | 0.08% | −94,700−11.5% | 減碼 |
| FMR LLC | 664,979 | $2.38 億 | 0.01% | −456,944−40.7% | 減碼 |
| APG Asset Management N.V. | 743,717 | $2.26 億 | 0.64% | −23,616−3.1% | 減碼 |
| TD Asset Management Inc | 633,192 | $2.26 億 | 0.18% | −58,510−8.5% | 減碼 |
| Westfield Capital Management Co LP | 625,562 | $2.23 億 | 0.93% | +50,100+8.7% | 加碼 |
| UBS Asset Management Americas Inc | 581,924 | $2.08 億 | 0.04% | −7,567−1.3% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 559,951 | $2.00 億 | 1.59% | +6,630+1.2% | 加碼 |
| Northern Trust Corp | 515,460 | $1.84 億 | 0.02% | −16,842−3.2% | 減碼 |
| Invesco Ltd. | 514,687 | $1.84 億 | 0.02% | −24,757−4.6% | 減碼 |
| Third Point LLC大師第三點資本 | 510,000 | $1.82 億 | 2.50% | −84,143−14.2% | 減碼 |
| Van Eck Associates Corp | 493,788 | $1.76 億 | 0.15% | +486,453+6,631.9% | 加碼 |
| Wells Fargo & Company | 486,928 | $1.74 億 | 0.03% | −76,685−13.6% | 減碼 |
| Epoch Investment Partners, Inc. | 462,450 | $1.65 億 | 0.94% | −20,248−4.2% | 減碼 |
| American Century Companies Inc | 455,761 | $1.63 億 | 0.08% | +28,127+6.6% | 加碼 |
| Azora Capital LP | 448,189 | $1.60 億 | 10.08% | +94,833+26.8% | 加碼 |
| Railway Pension Investments Ltd | 445,280 | $1.59 億 | 1.87% | +81,880+22.5% | 加碼 |
| Eminence Capital, LP | 441,845 | $1.58 億 | 2.50% | −145,779−24.8% | 減碼 |
| UBS Group AG | 428,755 | $1.53 億 | 0.03% | +92,627+27.6% | 加碼 |
| Charles Schwab Investment Management Inc | 418,574 | $1.50 億 | 0.02% | +13,422+3.3% | 加碼 |
| Fairview Capital Investment Management, LLC | 413,744 | $1.48 億 | 7.59% | −24,161−5.5% | 減碼 |
| First Pacific Advisors, LP | 387,412 | $1.38 億 | 1.82% | −56,091−12.6% | 減碼 |
| Cantillon Capital Management LLC | 369,068 | $1.32 億 | 0.71% | +369,068 | 新進 |
| Legal & General Group Plc | 368,301 | $1.32 億 | 0.03% | +32,932+9.8% | 加碼 |
| Bank of New York Mellon Corp | 365,384 | $1.31 億 | 0.02% | −87,090−19.2% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 363,462 | $1.30 億 | 0.22% | +52,530+16.9% | 加碼 |
| Holocene Advisors, LP | 362,364 | $1.29 億 | 0.27% | +63,491+21.2% | 加碼 |
| Citadel Advisors LLC | 356,446 | $1.27 億 | 0.09% | −27,905−7.3% | 減碼 |
| Envestnet Asset Management Inc | 352,940 | $1.26 億 | 0.04% | −44,415−11.2% | 減碼 |
| Nomura Asset Management International Inc. | 328,926 | $1.17 億 | 0.18% | +328,926 | 新進 |
| Millennium Management LLC | 304,710 | $1.09 億 | 0.08% | −748,458−71.1% | 減碼 |
| Clarkston Capital Partners, LLC | 301,484 | $1.08 億 | 2.49% | −197,149−39.5% | 減碼 |
| Price T Rowe Associates Inc | 289,691 | $1.03 億 | 0.01% | +18,678+6.9% | 加碼 |
| Goldman Sachs Group Inc | 279,485 | $9,982 萬 | 0.01% | −6,121−2.1% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 259,070 | $9,253 萬 | 0.98% | −6,896−2.6% | 減碼 |
| Egerton Capital (UK) LLP | 254,813 | $9,101 萬 | 0.99% | +254,813 | 新進 |
| Fort Washington Investment Advisors Inc | 251,397 | $8,979 萬 | 0.48% | +28,253+12.7% | 加碼 |
| Coronation Fund Managers Ltd. | 228,265 | $8,153 萬 | 3.66% | +40,292+21.4% | 加碼 |
| Tremblant Capital Group | 222,165 | $7,935 萬 | 2.02% | +222,165 | 新進 |
| Truist Financial Corp | 206,345 | $7,370 萬 | 0.10% | −3,302−1.6% | 減碼 |
| Deutsche Bank AG | 188,100 | $6,718 萬 | 0.02% | +14,892+8.6% | 加碼 |
| Brown Brothers Harriman & Co | 187,084 | $6,682 萬 | 0.36% | −3,274−1.7% | 減碼 |
| Stifel Financial Corp | 181,199 | $6,472 萬 | 0.06% | −5,629−3.0% | 減碼 |
| Royal Bank of Canada | 180,720 | $6,455 萬 | 0.01% | −112,232−38.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 176,484 | $6,303 萬 | 0.04% | −7,190−3.9% | 減碼 |
| Employees Retirement System of Texas | 176,200 | $6,293 萬 | 0.51% | +14,700+9.1% | 加碼 |
| Bamco Inc | 175,245 | $6,259 萬 | 0.17% | −32,652−15.7% | 減碼 |
| Amundi | 170,754 | $6,099 萬 | 0.02% | +44,154+34.9% | 加碼 |
| Franklin Resources Inc | 161,772 | $5,778 萬 | 0.01% | −7,015−4.2% | 減碼 |
| Ameriprise Financial Inc | 161,410 | $5,765 萬 | 0.01% | +48,778+43.3% | 加碼 |
| Nuveen, LLC | 159,596 | $5,700 萬 | 0.01% | −29,329−15.5% | 減碼 |
| California Public Employees Retirement System | 152,668 | $5,453 萬 | 0.03% | −6,847−4.3% | 減碼 |
| Wellington Management Group LLP | 148,452 | $5,302 萬 | 0.01% | −11,752−7.3% | 減碼 |
| Westwood Holdings Group Inc. | 138,040 | $4,930 萬 | 0.40% | −52,049−27.4% | 減碼 |
| LPL Financial LLC | 134,639 | $4,809 萬 | 0.01% | +5,741+4.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 134,221 | $4,794 萬 | 0.03% | +32,800+32.3% | 加碼 |
| Junto Capital Management LP | 133,828 | $4,780 萬 | 1.07% | −217,382−61.9% | 減碼 |
| Jain Global LLC | 131,527 | $4,698 萬 | 0.46% | +129,739+7,256.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 124,728 | $4,511 萬 | 0.07% | −37,658−23.2% | 減碼 |
| National Pension Service | 126,025 | $4,501 萬 | 0.03% | +9,038+7.7% | 加碼 |
| Danske Bank A/S | 124,333 | $4,441 萬 | 0.10% | −7,099−5.4% | 減碼 |
| California State Teachers Retirement System | 119,651 | $4,274 萬 | 0.04% | +10.0% | 加碼 |
| Bridgewater Associates, LP | 118,294 | $4,225 萬 | 0.15% | −90,450−43.3% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 114,846 | $4,132 萬 | 0.12% | +114,846 | 新進 |
| Southpoint Capital Advisors LP | 115,000 | $4,107 萬 | 0.95% | 00.0% | 不變 |
| Renaissance Technologies LLC | 114,060 | $4,074 萬 | 0.06% | +31,460+38.1% | 加碼 |
| SEI Investments Co | 111,807 | $3,993 萬 | 0.04% | −11,928−9.6% | 減碼 |
| Jennison Associates LLC | 111,667 | $3,988 萬 | 0.02% | −993,283−89.9% | 減碼 |
| Ensign Peak Advisors, Inc | 109,878 | $3,925 萬 | 0.07% | −4,400−3.9% | 減碼 |
| Victory Capital Management Inc | 104,453 | $3,731 萬 | 0.02% | −13,704−11.6% | 減碼 |
| King Street Capital Management, L.P. | 104,000 | $3,715 萬 | 5.13% | +104,000 | 新進 |
| Family Wealth Partners, LLC | 102,005 | $3,643 萬 | 13.13% | −3,639−3.4% | 減碼 |
| Perpetual Ltd | 101,433 | $3,623 萬 | 0.52% | +101,433 | 新進 |
| Rhumbline Advisers | 100,756 | $3,599 萬 | 0.03% | −2,741−2.6% | 減碼 |
| Senator Investment Group LP | 100,000 | $3,572 萬 | 1.43% | +100,000 | 新進 |
| Buckingham Strategic Partners | 99,810 | $3,565 萬 | 0.44% | −99,170−49.8% | 減碼 |
| Citigroup Inc | 99,156 | $3,542 萬 | 0.02% | −43,629−30.6% | 減碼 |
| First Trust Advisors LP | 98,528 | $3,519 萬 | 0.03% | −43,201−30.5% | 減碼 |