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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 季與 2025 年第 3 季比較

持有 LPL Financial Holdings Inc. 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

LPLA 的 13F 持有人:2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數75911826+78
股數7,862 萬3.91 萬8,139 萬+280.8 萬 (+3.6%)
市值$261.3 億$1,306 萬$290.4 億+$29.2 億 (+11.2%)

11 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(160 家)

2025 年第 4 季季末持有 LPL Financial Holdings Inc.、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 160 家。

2025 年第 4 季新進 LPLA 的機構
機構股數市值佔組合 %
Barrow Hanley Mewhinney & Strauss LLC1,261,285$4.50 億1.50%
Norges Bank1,040,445$3.72 億0.04%
Cantillon Capital Management LLC369,068$1.32 億0.71%
Nomura Asset Management International Inc.328,926$1.17 億0.18%
Egerton Capital (UK) LLP254,813$9,101 萬0.99%
Tremblant Capital Group222,165$7,935 萬2.02%
PFA Pension, Forsikringsaktieselskab114,846$4,132 萬0.12%
King Street Capital Management, L.P.104,000$3,715 萬5.13%
Perpetual Ltd101,433$3,623 萬0.52%
Senator Investment Group LP100,000$3,572 萬1.43%
Woodline Partners LP73,546$2,627 萬0.10%
Moore Capital Management, LP67,008$2,393 萬0.49%
Cander Asset Management LP60,548$2,163 萬4.00%
Weiss Asset Management LP52,206$1,865 萬0.26%
LRZ Capital LLC40,795$1,457 萬6.58%
Adage Capital Partners GP, L.L.C.40,000$1,429 萬0.02%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.29,467$1,054 萬0.01%
EFG International AG21,362$763.2 萬0.15%
Fremen Capital Management LP21,332$761.9 萬6.23%
CenterBook Partners LP21,322$761.6 萬0.37%
Point72 Asset Management, L.P.18,778$670.7 萬0.01%
Eurizon Capital SGR S.p.A.15,475$553.0 萬0.02%
Schonfeld Strategic Advisors LLC14,983$535.1 萬0.03%
TCW Group Inc14,768$527.5 萬0.04%
Nations Financial Group Inc,14,161$505.8 萬0.27%
Kornitzer Capital Management Inc13,500$482.2 萬0.10%
PensionDanmark Pensionsforsikringsaktieselskab12,892$460.5 萬0.04%
Lord, Abbett & Co. LLC11,116$397.0 萬0.01%
Bell Asset Management Ltd10,283$367.6 萬0.98%
Elo Mutual Pension Insurance Co10,190$364.0 萬0.06%
ICICI Prudential Asset Management Co Ltd7,900$282.2 萬0.33%
WealthPoint Financial, LLC7,190$256.8 萬2.23%
LRT Capital Management, LLC5,940$212.2 萬1.82%
Generali Asset Management SPA SGR5,261$187.9 萬0.04%
PMC FIG Opportunities LLC3,929$140.3 萬2.20%
Fox Run Management, L.L.C.3,394$121.2 萬0.19%
Walleye Trading LLC3,217$114.9 萬0.02%
Leelyn Smith, LLC3,150$112.5 萬0.16%
Abn Amro Investment Solutions3,096$110.6 萬0.02%
Third View Private Wealth, LLC3,028$108.2 萬0.15%
Greenland Capital Management LP2,900$103.6 萬0.15%
North Dakota State Investment Board2,806$100.2 萬0.04%
CIBC World Markets Corp2,776$99.2 萬0.00%
Mangrove Partners2,734$97.7 萬0.08%
ExodusPoint Capital Management, LP2,500$89.3 萬0.01%
Union Bancaire Privee, UBP SA2,183$80.0 萬0.01%
Legato Capital Management LLC1,944$69.4 萬0.06%
Triad Wealth Partners, LLC1,937$69.2 萬0.07%
Laird Norton Trust Company, LLC1,866$66.6 萬0.01%
Independent Financial Group, LLC1,796$64.1 萬0.01%
Osmosis Investment Management UK Ltd1,795$64.1 萬0.02%
Pitcairn Wealth Advisors LLC1,618$57.8 萬0.05%
Northwest & Ethical Investments L.P.1,550$55.8 萬0.01%
Mirabella Financial Services LLP1,511$54.0 萬0.05%
Two Sigma Securities, LLC1,499$53.5 萬0.07%
Storgate, LLC1,461$52.2 萬0.43%
International Assets Investment Management, LLC1,420$50.7 萬0.03%
Counterpoint Mutual Funds LLC1,410$50.4 萬0.04%
Persistent Asset Partners Ltd1,403$50.1 萬0.24%
Abc Arbitrage SA1,330$47.5 萬0.04%
Prossimo Advisors, LLC1,300$46.4 萬2.99%
Erste Asset Management GmbH1,246$45.6 萬0.00%
Blueshift Asset Management, LLC1,275$45.5 萬0.13%
Skopos Labs, Inc.1,221$44.7 萬0.02%
Dynamic Technology Lab Private Ltd1,224$43.7 萬0.10%
V-Square Quantitative Management LLC1,115$39.8 萬0.04%
Havemeyer Place LP1,085$38.8 萬0.08%
Vision Retirement, LLC1,077$38.5 萬0.10%
Cary Street Partners Financial LLC964$34.4 萬0.01%
GAM Holding AG937$33.5 萬0.02%
Citizens Financial Group Inc904$32.3 萬0.00%
Wilkerson Advisory Group LLC892$31.9 萬0.11%
DRW Securities, LLC866$30.9 萬0.02%
PCM Encore, LLC850$30.3 萬0.06%
Evolve Private Wealth, LLC833$29.8 萬0.02%
EP Wealth Advisors, LLC813$29.0 萬0.00%
Whalen Wealth Management Inc.765$27.3 萬0.15%
Belpointe Asset Management LLC752$26.9 萬0.01%
Simplicity Wealth,LLC751$26.8 萬0.02%
NLB Skladi, upravljanje premozenja, d.o.o.746$26.6 萬0.01%
Fiducient Advisors LLC725$25.9 萬0.03%
Legacy Wealth Advisors, LLC724$25.9 萬0.17%
Connecticut Capital Management Group, LLC712$25.4 萬0.24%
ProShare Advisors LLC710$25.4 萬0.00%
Equitable Holdings, Inc.708$25.3 萬0.00%
Warren Averett Asset Management, LLC706$25.2 萬0.00%
Curated Wealth Partners LLC681$24.3 萬0.03%
Modern Wealth Management, LLC677$24.2 萬0.00%
West Family Investments, Inc.663$23.7 萬0.06%
Abacus Wealth Partners, LLC663$23.7 萬0.02%
Cypress Wealth Services, LLC661$23.6 萬0.03%
PCB Capital LLC658$23.5 萬0.38%
Fieldview Capital Management, LLC625$22.3 萬0.04%
FourThought Financial Partners, LLC618$22.1 萬0.02%
Integrated Advisors Network LLC610$21.8 萬0.01%
Twin Tree Management, LP603$21.5 萬0.02%
Procyon Private Wealth Partners, LLC596$21.3 萬0.01%
Everett Harris & Co591$21.1 萬0.00%
Left Brain Wealth Management, LLC591$21.1 萬0.07%
CFO4Life Group, LLC583$20.8 萬0.03%

清倉機構(82 家)

2025 年第 3 季季末持有 LPL Financial Holdings Inc.、2025 年第 4 季有申報但已經沒有持有的機構。

2025 年第 4 季清倉 LPLA 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Agf Management Ltd537,275$1.79 億
Burkehill Global Management, LP70,000$2,329 萬
Alyeska Investment Group, L.P.69,477$2,311 萬
Ceredex Value Advisors LLC69,100$2,299 萬
Cookson Peirce & Co Inc53,843$1,791 萬
Ghisallo Capital Management LLC50,000$1,663 萬
Cinctive Capital Management LP27,180$904.3 萬
Virtu Financial LLC25,073$834.1 萬
Strategic Global Advisors, LLC17,576$584.7 萬
Jefferies Financial Group Inc.8,881$295.5 萬
Prana Capital Management, LP8,607$286.3 萬
K2 Principal Fund, L.P.6,115$203.4 萬
Edgestream Partners, L.P.4,016$133.6 萬
Park Avenue Securities LLC3,605$119.9 萬
Cannon Global Investment Management, LLC3,500$116.4 萬
XTX Topco Ltd3,047$101.4 萬
Inceptionr LLC2,555$85.0 萬
Engineers Gate Manager LP2,398$79.8 萬
Polymer Capital Management (US) LLC2,358$78.4 萬
Qsemble Capital Management, LP2,318$77.1 萬
Pitcairn Co2,243$74.6 萬
Gladstone Institutional Advisory LLC2,089$69.5 萬
Headlands Technologies LLC2,000$66.5 萬
Strategic Financial Concepts, LLC1,731$57.6 萬
Farringdon Capital, Ltd.1,722$57.3 萬
Sherbrooke Park Advisers LLC1,677$55.8 萬
Applied Finance Capital Management, LLC1,573$52.3 萬
Bank Julius Baer & Co. Ltd, Zurich1,550$51.6 萬
Severin Investments, LLC1,510$50.2 萬
Requisite Capital Management, LLC1,482$49.3 萬
Voleon Capital Management LP1,315$43.7 萬
Cynosure Management, LLC1,257$41.8 萬
Brighton Jones LLC1,230$40.9 萬
Pensionmark Financial Group, LLC1,210$40.3 萬
Baader Bank INC1,076$35.8 萬
Sciencast Management LP1,055$35.1 萬
Mitsubishi UFJ Asset Management (UK) Ltd.1,000$33.3 萬
Two Sigma Advisers, LP900$29.9 萬
Moran Wealth Management, LLC862$28.7 萬
Perfromance Wealth Partners, LLC839$27.9 萬
Integrated Wealth Concepts LLC806$26.8 萬
Founders Financial Alliance, LLC783$26.0 萬
Tranquility Partners, LLC781$26.0 萬
World Equity Group, Inc.780$25.9 萬
Y-Intercept (Hong Kong) Ltd735$24.5 萬
Advisory Services Network, LLC719$23.9 萬
Ieq Capital, LLC696$23.1 萬
Boston Trust Walden Corp680$22.6 萬
Ellevest, Inc.667$22.2 萬
Genesis Private Wealth, LLC667$22.2 萬
Catalytic Wealth RIA, LLC643$21.4 萬
Calamos Wealth Management LLC628$20.9 萬
Peapack Gladstone Financial Corp624$20.8 萬
Seven Mile Advisory616$20.5 萬
Keystone Financial Group407$13.5 萬
Aster Capital Management (DIFC) Ltd319$10.6 萬
Arlington Trust Co LLC315$10.5 萬
Quantbot Technologies LP242$8.05 萬
Neo Ivy Capital Management108$3.59 萬
Itau Unibanco Holding S.A.97$3.23 萬
Alpine Bank Wealth Management90$2.99 萬
Grey Fox Wealth Advisors, LLC57$1.90 萬
Tidemark, LLC50$1.66 萬
Bayforest Capital Ltd45$1.50 萬
High Note Wealth, LLC34$1.13 萬
Heartwood Wealth Advisors LLC31$1.03 萬
Citizens National Bank Trust Department31$1.03 萬
GPS Wealth Strategies Group, LLC30$9,980
Operose Advisors LLC27$8,983
Strive Asset Management, LLC27$8,983
Geneos Wealth Management Inc.24$7,985
JPL Wealth Management, LLC19$6,322
Palisade Asset Management, LLC18$5,989
Group One Trading, L.P.17$5,656
Activest Wealth Management12$3,992
Cloud Capital Management, LLC12$3,000
Ameritas Advisory Services, LLC8$2,662
Quest 10 Wealth Builders, Inc.8$2,662
Beaird Harris Wealth Management, LLC5$1,664
Cherry Tree Wealth Management, LLC5$1,664
Tortoise Investment Management, LLC5$1,663
Davis Capital Management1$333

尚未申報 2025 年第 4 季的機構(11 家)

2025 年第 3 季季末持有 LPL Financial Holdings Inc.、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 3 季持有 LPLA、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Otter Creek Advisors, LLC12,365$411.3 萬
EFG Asset Management (North America) Corp.6,642$220.9 萬
Wolverine Trading, LLC6,333$215.7 萬
EFG Asset Management (Americas) Corp.5,107$169.9 萬
CIBC Bancorp USA Inc.2,868$95.4 萬
Shell Asset Management Co2,006$66.7 萬
AXA Investment Managers S.A.1,261$42.0 萬
RiverGlades Family Offices LLC1,200$39.9 萬
Wetherby Asset Management Inc1,190$39.6 萬
Binnacle Investments Inc76$2.53 萬
Hemington Wealth Management72$2.30 萬