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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 5,157 | $184.2 萬 | 0.00% | −197−3.7% | 減碼 |
| Rockefeller Capital Management L.P. | 5,207 | $186.0 萬 | 0.00% | +2,042+64.5% | 加碼 |
| Independent Advisor Alliance | 5,258 | $187.8 萬 | 0.05% | −83−1.6% | 減碼 |
| Generali Asset Management SPA SGR | 5,261 | $187.9 萬 | 0.04% | +5,261 | 新進 |
| Dana Investment Advisors, Inc. | 5,266 | $188.1 萬 | 0.05% | +20.0% | 加碼 |
| Knollwood Investment Advisory, LLC | 5,275 | $188.4 萬 | 0.18% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 5,290 | $188.9 萬 | 1.51% | 00.0% | 不變 |
| Future Fund LLC | 5,341 | $190.8 萬 | 0.67% | −258−4.6% | 減碼 |
| Ethic Inc. | 5,414 | $193.4 萬 | 0.03% | −346−6.0% | 減碼 |
| Jump Financial, LLC | 5,441 | $194.3 萬 | 0.02% | +4,267+363.5% | 加碼 |
| Coastal Bridge Advisors, LLC | 5,475 | $195.6 萬 | 0.15% | +31+0.6% | 加碼 |
| Morningstar Investment Management LLC | 5,503 | $196.6 萬 | 0.12% | −1,080−16.4% | 減碼 |
| Banque Cantonale Vaudoise | 5,555 | $198.4 萬 | 0.07% | +2,323+71.9% | 加碼 |
| Virtus Investment Advisers, Inc. | 5,564 | $198.7 萬 | 0.54% | +808+17.0% | 加碼 |
| Blair William & Co | 5,577 | $199.2 萬 | 0.01% | +3,655+190.2% | 加碼 |
| Gradient Investments LLC | 5,601 | $200.1 萬 | 0.03% | +61+1.1% | 加碼 |
| Bank of Nova Scotia | 5,668 | $202.4 萬 | 0.00% | +2,564+82.6% | 加碼 |
| Mackenzie Financial Corp | 5,707 | $204.9 萬 | 0.00% | +442+8.4% | 加碼 |
| Garrett Investment Advisors LLC | 5,818 | $207.8 萬 | 0.16% | −1,140−16.4% | 減碼 |
| Sterling Group Wealth Management, LLC | 5,827 | $208.1 萬 | 1.01% | −140−2.3% | 減碼 |
| SG Americas Securities, LLC | 5,871 | $209.7 萬 | 0.00% | +84+1.5% | 加碼 |
| LRT Capital Management, LLC | 5,940 | $212.2 萬 | 1.82% | +5,940 | 新進 |
| Allstate Corp | 5,975 | $213.4 萬 | 0.03% | +3,017+102.0% | 加碼 |
| Jackson Wealth Management, LLC | 6,096 | $217.7 萬 | 0.21% | −574−8.6% | 減碼 |
| Investment Management Corp of Ontario | 6,113 | $218.3 萬 | 0.03% | +2,347+62.3% | 加碼 |
| James Investment Research Inc | 6,340 | $226.4 萬 | 0.25% | −251−3.8% | 減碼 |
| Callan Family Office, LLC | 6,370 | $227.5 萬 | 0.05% | +2,985+88.2% | 加碼 |
| Wealthfront Advisers LLC | 6,384 | $228.0 萬 | 0.01% | +1,261+24.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 6,561 | $234.3 萬 | 0.00% | −7,909−54.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 6,576 | $234.9 萬 | 0.01% | −941−12.5% | 減碼 |
| Cerity Partners LLC | 6,693 | $239.1 萬 | 0.00% | −740−10.0% | 減碼 |
| Baird Financial Group, Inc. | 6,701 | $239.3 萬 | 0.00% | +422+6.7% | 加碼 |
| Credit Agricole S A | 6,738 | $240.7 萬 | 0.01% | +361+5.7% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 6,750 | $241.6 萬 | 0.08% | −856−11.3% | 減碼 |
| Nisa Investment Advisors, LLC | 6,785 | $242.3 萬 | 0.01% | +2,725+67.1% | 加碼 |
| CIBC World Markets Inc. | 6,791 | $242.6 萬 | 0.00% | +53+0.8% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 6,794 | $242.7 萬 | 0.06% | −680−9.1% | 減碼 |
| Allworth Financial LP | 6,882 | $245.8 萬 | 0.01% | −162−2.3% | 減碼 |
| Laurion Capital Management LP | 7,000 | $250.0 萬 | 0.17% | 00.0% | 不變 |
| South Dakota Investment Council | 7,147 | $255.3 萬 | 0.05% | 00.0% | 不變 |
| Amalgamated Bank | 7,171 | $256.1 萬 | 0.02% | −316−4.2% | 減碼 |
| WealthPoint Financial, LLC | 7,190 | $256.8 萬 | 2.23% | +7,190 | 新進 |
| DekaBank Deutsche Girozentrale | 8,718 | $260.5 萬 | 0.00% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 7,330 | $261.8 萬 | 0.01% | +164+2.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,468 | $266.7 萬 | 0.01% | 00.0% | 不變 |
| Banco BTG Pactual S.A. | 7,500 | $267.9 萬 | 0.47% | −12,971−63.4% | 減碼 |
| King Luther Capital Management Corp | 7,546 | $269.5 萬 | 0.01% | +1,188+18.7% | 加碼 |
| HM Payson & Co | 7,555 | $269.8 萬 | 0.04% | −100−1.3% | 減碼 |
| Hennessy Advisors Inc | 7,600 | $271.4 萬 | 0.10% | −100−1.3% | 減碼 |
| HB Wealth Management, LLC | 7,665 | $273.8 萬 | 0.02% | −37−0.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 7,712 | $275.5 萬 | 0.00% | +669+9.5% | 加碼 |
| Voya Investment Management LLC | 7,815 | $279.1 萬 | 0.00% | −5,557−41.6% | 減碼 |
| Caldwell Trust Co | 7,883 | $281.6 萬 | 0.25% | −45−0.6% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 7,900 | $282.2 萬 | 0.33% | +7,900 | 新進 |
| Nordea Investment Management AB | 8,031 | $287.0 萬 | 0.00% | +758+10.4% | 加碼 |
| Avanza Fonder AB | 8,043 | $287.3 萬 | 0.07% | +2,436+43.4% | 加碼 |
| Tredje AP-fonden | 8,213 | $293.3 萬 | 0.02% | −170−2.0% | 減碼 |
| Sterling Capital Management LLC | 8,276 | $295.6 萬 | 0.05% | +1,330+19.1% | 加碼 |
| Oak Thistle LLC | 8,350 | $298.2 萬 | 0.41% | −956−10.3% | 減碼 |
| Annex Advisory Services, LLC | 8,372 | $299.0 萬 | 0.06% | −33−0.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 7,978 | $300.4 萬 | 0.00% | −377−4.5% | 減碼 |
| F/M Investments LLC | 8,466 | $302.4 萬 | 0.11% | −301−3.4% | 減碼 |
| Flynn Zito Capital Management, LLC | 8,655 | $309.1 萬 | 1.10% | 00.0% | 不變 |
| OP Asset Management Ltd | 8,913 | $318.3 萬 | 0.04% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 8,937 | $319.2 萬 | 0.06% | −1,438−13.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 8,995 | $321.3 萬 | 0.01% | −1,874−17.2% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 9,121 | $325.8 萬 | 0.00% | +6,047+196.7% | 加碼 |
| JustInvest LLC | 9,183 | $328.0 萬 | 0.03% | +277+3.1% | 加碼 |
| Greenleaf Trust | 9,264 | $330.9 萬 | 0.03% | +20.0% | 加碼 |
| Beacon Investment Advisors LLC | 9,387 | $335.3 萬 | 1.35% | +27+0.3% | 加碼 |
| Mutual of America Capital Management LLC | 9,495 | $339.1 萬 | 0.04% | +3,927+70.5% | 加碼 |
| Creative Planning | 9,502 | $339.4 萬 | 0.00% | +1,755+22.7% | 加碼 |
| TD Private Client Wealth LLC | 9,523 | $340.1 萬 | 0.07% | −3,932−29.2% | 減碼 |
| Dynasty Wealth Management, LLC | 9,539 | $340.7 萬 | 0.03% | +791+9.0% | 加碼 |
| Brinker Capital Investments, LLC | 9,676 | $345.6 萬 | 0.03% | +2,296+31.1% | 加碼 |
| Marshall Wace, LLP | 9,744 | $348.0 萬 | 0.00% | −110,988−91.9% | 減碼 |
| Prudential Financial Inc | 9,682 | $348.3 萬 | 0.00% | +5,024+107.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 9,778 | $349.2 萬 | 0.04% | −4,356−30.8% | 減碼 |
| Impax Asset Management Group plc | 9,836 | $351.3 萬 | 0.02% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 9,876 | $355.3 萬 | 0.36% | +1,373+16.1% | 加碼 |
| Retirement Capital Strategies | 10,041 | $358.6 萬 | 1.33% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 10,056 | $359.2 萬 | 0.00% | +948+10.4% | 加碼 |
| Oliver Luxxe Assets LLC | 10,101 | $360.8 萬 | 0.55% | +536+5.6% | 加碼 |
| Elo Mutual Pension Insurance Co | 10,190 | $364.0 萬 | 0.06% | +10,190 | 新進 |
| Nissay Asset Management Corp | 10,238 | $365.7 萬 | 0.02% | +115+1.1% | 加碼 |
| Bell Asset Management Ltd | 10,283 | $367.6 萬 | 0.98% | +10,283 | 新進 |
| Anchor Investment Management, LLC | 10,666 | $380.9 萬 | 0.31% | +397+3.9% | 加碼 |
| Boothbay Fund Management, LLC | 10,969 | $391.8 萬 | 0.10% | +9,234+532.2% | 加碼 |
| 2Xideas AG | 11,037 | $394.2 萬 | 1.10% | −8,034−42.1% | 減碼 |
| Advisor Group Holdings, Inc. | 11,073 | $395.6 萬 | 0.01% | −1,837−14.2% | 減碼 |
| Lord, Abbett & Co. LLC | 11,116 | $397.0 萬 | 0.01% | +11,116 | 新進 |
| Catalyst Funds Management Pty Ltd | 11,400 | $407.2 萬 | 0.94% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 11,850 | $423.2 萬 | 0.22% | +361+3.1% | 加碼 |
| Kerusso Capital Management LLC | 12,092 | $431.9 萬 | 2.00% | +2,902+31.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 12,204 | $435.9 萬 | 0.04% | −641−5.0% | 減碼 |
| Daiwa Securities Group Inc. | 12,473 | $445.5 萬 | 0.01% | +668+5.7% | 加碼 |
| Swiss Life Asset Management Ltd | 12,652 | $451.9 萬 | 0.02% | +261+2.1% | 加碼 |
| HighTower Advisors, LLC | 12,720 | $454.3 萬 | 0.00% | −143−1.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 12,792 | $456.9 萬 | 0.01% | +262+2.1% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,892 | $460.5 萬 | 0.04% | +12,892 | 新進 |