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 |
|---|---|---|---|---|---|
| Standard Life Aberdeen plc | 97,431 | $3,480 萬 | 0.05% | +4,737+5.1% | 加碼 |
| Barclays PLC | 88,787 | $3,171 萬 | 0.01% | +8,815+11.0% | 加碼 |
| Solel Partners LP | 87,000 | $3,107 萬 | 5.03% | 00.0% | 不變 |
| Heron Bay Capital Management | 83,827 | $2,994 萬 | 5.71% | +4,050+5.1% | 加碼 |
| Hudson Bay Capital Management LP | 80,097 | $2,861 萬 | 0.16% | −19,021−19.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 77,992 | $2,820 萬 | 0.02% | +5,179+7.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 78,252 | $2,795 萬 | 0.02% | +1,647+2.1% | 加碼 |
| Trillium Asset Management, LLC | 74,280 | $2,682 萬 | 0.82% | +10,945+17.3% | 加碼 |
| Woodline Partners LP | 73,546 | $2,627 萬 | 0.10% | +73,546 | 新進 |
| Swedbank AB | 72,487 | $2,589 萬 | 0.03% | −8,000−9.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 72,197 | $2,579 萬 | 0.05% | −1,772−2.4% | 減碼 |
| Lynwood Price Capital Management LP | 70,000 | $2,500 萬 | 12.17% | +11,000+18.6% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 65,328 | $2,473 萬 | 1.44% | +3,497+5.7% | 加碼 |
| Moore Capital Management, LP | 67,008 | $2,393 萬 | 0.49% | +67,008 | 新進 |
| Aviva PLC | 66,939 | $2,391 萬 | 0.04% | +3,534+5.6% | 加碼 |
| Royal London Asset Management Ltd | 64,923 | $2,319 萬 | 0.05% | −140−0.2% | 減碼 |
| Artemis Investment Management LLP | 63,268 | $2,260 萬 | 0.27% | +9,036+16.7% | 加碼 |
| Janney Montgomery Scott LLC | 61,722 | $2,205 萬 | 0.05% | +8,514+16.0% | 加碼 |
| Cander Asset Management LP | 60,548 | $2,163 萬 | 4.00% | +60,548 | 新進 |
| Russell Investments Group, Ltd. | 59,134 | $2,114 萬 | 0.02% | +210+0.4% | 加碼 |
| HSBC Holdings PLC | 58,411 | $2,088 萬 | 0.01% | −41,655−41.6% | 減碼 |
| Korea Investment CORP | 56,711 | $2,026 萬 | 0.04% | −357−0.6% | 減碼 |
| Weiss Asset Management LP | 52,206 | $1,865 萬 | 0.26% | +52,206 | 新進 |
| GW&K Investment Management, LLC | 51,473 | $1,839 萬 | 0.16% | +110+0.2% | 加碼 |
| Mawer Investment Management Ltd. | 49,606 | $1,772 萬 | 0.10% | −3,084−5.9% | 減碼 |
| Winmill & Co. Inc | 48,860 | $1,745 萬 | 4.65% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 44,463 | $1,588 萬 | 0.02% | −3,058−6.4% | 減碼 |
| Verition Fund Management LLC | 44,139 | $1,577 萬 | 0.09% | +10,847+32.6% | 加碼 |
| State of Wisconsin Investment Board | 43,988 | $1,571 萬 | 0.04% | −10,388−19.1% | 減碼 |
| New York State Common Retirement Fund | 43,641 | $1,559 萬 | 0.02% | −14,267−24.6% | 減碼 |
| Susquehanna International Group, LLP | 42,685 | $1,525 萬 | 0.02% | −42,801−50.1% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 42,585 | $1,519 萬 | 0.02% | +816+2.0% | 加碼 |
| Teca Partners, LP | 41,531 | $1,483 萬 | 9.02% | −6,953−14.3% | 減碼 |
| LTS One Management LP | 41,400 | $1,479 萬 | 5.71% | −8,600−17.2% | 減碼 |
| Natixis Advisors, L.P. | 40,834 | $1,459 萬 | 0.02% | −15,108−27.0% | 減碼 |
| LRZ Capital LLC | 40,795 | $1,457 萬 | 6.58% | +40,795 | 新進 |
| Adage Capital Partners GP, L.L.C. | 40,000 | $1,429 萬 | 0.02% | +40,000 | 新進 |
| Whittier Trust Co | 36,381 | $1,370 萬 | 0.15% | +1,220+3.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,804 | $1,350 萬 | 0.03% | −242−0.6% | 減碼 |
| Captrust Financial Advisors | 36,690 | $1,310 萬 | 0.02% | −639−1.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 35,746 | $1,277 萬 | 0.03% | −5,145−12.6% | 減碼 |
| Logan Capital Management Inc | 35,656 | $1,274 萬 | 0.54% | +356+1.0% | 加碼 |
| Picton Mahoney Asset Management | 35,413 | $1,265 萬 | 0.14% | +33,213+1,509.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 35,304 | $1,261 萬 | 0.01% | +2,884+8.9% | 加碼 |
| Pathstone Holdings, LLC | 35,291 | $1,261 萬 | 0.05% | +1,224+3.6% | 加碼 |
| Quantinno Capital Management LP | 34,946 | $1,248 萬 | 0.03% | +4,516+14.8% | 加碼 |
| Diamond Hill Capital Management Inc | 34,304 | $1,225 萬 | 0.06% | −883−2.5% | 減碼 |
| La Banque Postale Asset Management SA | 34,294 | $1,225 萬 | 0.14% | −1,834−5.1% | 減碼 |
| Munich Reinsurance Co Stock Corp in Munich | 33,682 | $1,212 萬 | 0.29% | +27,746+467.4% | 加碼 |
| Treasurer of the State of North Carolina | 33,383 | $1,192 萬 | 0.04% | −2,444−6.8% | 減碼 |
| CI Private Wealth, LLC | 32,951 | $1,177 萬 | 0.02% | +528+1.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 32,654 | $1,168 萬 | 0.10% | +770+2.4% | 加碼 |
| Storebrand Asset Management AS | 31,688 | $1,132 萬 | 0.03% | −6,682−17.4% | 減碼 |
| Asset Management One Co.,Ltd. | 30,234 | $1,107 萬 | 0.03% | −782−2.5% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 30,742 | $1,098 萬 | 0.07% | +842+2.8% | 加碼 |
| KLP Kapitalforvaltning AS | 30,700 | $1,097 萬 | 0.04% | +2,800+10.0% | 加碼 |
| Burney Co | 29,883 | $1,067 萬 | 0.33% | −1,181−3.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,467 | $1,054 萬 | 0.01% | +29,467 | 新進 |
| Thornburg Investment Management Inc | 29,470 | $1,053 萬 | 0.13% | −259−0.9% | 減碼 |
| Private Advisor Group, LLC | 29,097 | $1,039 萬 | 0.05% | −1,034−3.4% | 減碼 |
| Assenagon Asset Management S.A. | 28,912 | $1,033 萬 | 0.02% | +26,509+1,103.2% | 加碼 |
| Icon Advisers Inc | 28,748 | $1,027 萬 | 2.22% | −2,540−8.1% | 減碼 |
| KWB Wealth | 28,624 | $1,022 萬 | 0.97% | +179+0.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 27,298 | $975.0 萬 | 0.04% | −682−2.4% | 減碼 |
| Man Group plc | 27,220 | $972.2 萬 | 0.02% | −133,932−83.1% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 26,988 | $963.9 萬 | 0.05% | +2,929+12.2% | 加碼 |
| Nomura Holdings Inc | 26,127 | $933.2 萬 | 0.03% | +24,630+1,645.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 25,915 | $925.6 萬 | 0.12% | +3,569+16.0% | 加碼 |
| ArrowMark Colorado Holdings LLC | 25,835 | $922.7 萬 | 0.20% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 25,577 | $913.5 萬 | 0.02% | +1,314+5.4% | 加碼 |
| Seven Grand Managers, LLC | 25,000 | $892.9 萬 | 0.68% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 24,910 | $889.7 萬 | 0.03% | −2,611−9.5% | 減碼 |
| Great West Life Assurance Co | 24,182 | $864.1 萬 | 0.02% | −23,475−49.3% | 減碼 |
| Resona Asset Management Co.,Ltd. | 23,829 | $854.3 萬 | 0.04% | −1,281−5.1% | 減碼 |
| AQR Capital Management LLC | 23,448 | $837.5 萬 | 0.00% | −4,717−16.7% | 減碼 |
| Handelsbanken Fonder AB | 22,581 | $806.5 萬 | 0.02% | +1,000+4.6% | 加碼 |
| Arizona State Retirement System | 21,963 | $784.5 萬 | 0.04% | −1,576−6.7% | 減碼 |
| EFG International AG | 21,362 | $763.2 萬 | 0.15% | +21,362 | 新進 |
| Fremen Capital Management LP | 21,332 | $761.9 萬 | 6.23% | +21,332 | 新進 |
| CenterBook Partners LP | 21,322 | $761.6 萬 | 0.37% | +21,322 | 新進 |
| Reinhart Partners, Inc. | 20,876 | $745.7 萬 | 0.22% | −7,289−25.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 19,780 | $744.8 萬 | 0.15% | +375+1.9% | 加碼 |
| Brant Point Investment Management LLC | 20,740 | $740.8 萬 | 1.79% | −3,575−14.7% | 減碼 |
| Brevan Howard Capital Management LP | 20,583 | $735.2 萬 | 0.14% | +13,385+186.0% | 加碼 |
| Kennedy Capital Management, Inc. | 20,233 | $722.7 萬 | 0.15% | −3,759−15.7% | 減碼 |
| NewEdge Wealth, LLC | 19,970 | $713.3 萬 | 0.08% | −1,424−6.7% | 減碼 |
| US Bancorp | 19,865 | $709.7 萬 | 0.01% | −671−3.3% | 減碼 |
| Winthrop Advisory Group LLC | 19,723 | $704.2 萬 | 0.60% | −556−2.7% | 減碼 |
| Illinois Municipal Retirement Fund | 19,516 | $697.1 萬 | 0.09% | −2,213−10.2% | 減碼 |
| Argent Capital Management LLC | 19,127 | $683.2 萬 | 0.19% | −124−0.6% | 減碼 |
| MML Investors Services, LLC | 18,851 | $673.3 萬 | 0.02% | +302+1.6% | 加碼 |
| Point72 Asset Management, L.P. | 18,778 | $670.7 萬 | 0.01% | +18,778 | 新進 |
| Cetera Investment Advisers | 18,759 | $670.0 萬 | 0.01% | −239−1.3% | 減碼 |
| Empowered Funds, LLC | 18,354 | $655.5 萬 | 0.11% | −20,099−52.3% | 減碼 |
| IFM Investors Pty Ltd | 18,054 | $644.8 萬 | 0.05% | +675+3.9% | 加碼 |
| Eagle Rock Investment Company, LLC | 17,880 | $638.6 萬 | 0.90% | −51−0.3% | 減碼 |
| Xponance, Inc. | 17,382 | $620.8 萬 | 0.05% | +490+2.9% | 加碼 |
| Comerica Bank | 17,144 | $612.3 萬 | 0.02% | −128,074−88.2% | 減碼 |
| Forsta Ap-Fonden | 16,520 | $590.0 萬 | 0.04% | −880−5.1% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,492 | $589.0 萬 | 0.11% | +2,717+19.7% | 加碼 |