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 |
|---|---|---|---|---|---|
| James Investment Research Inc | 6,340 | $226.4 萬 | 0.25% | −251−3.8% | 減碼 |
| Investment Management Corp of Ontario | 6,113 | $218.3 萬 | 0.03% | +2,347+62.3% | 加碼 |
| Jackson Wealth Management, LLC | 6,096 | $217.7 萬 | 0.21% | −574−8.6% | 減碼 |
| Allstate Corp | 5,975 | $213.4 萬 | 0.03% | +3,017+102.0% | 加碼 |
| LRT Capital Management, LLC | 5,940 | $212.2 萬 | 1.82% | +5,940 | 新進 |
| SG Americas Securities, LLC | 5,871 | $209.7 萬 | 0.00% | +84+1.5% | 加碼 |
| Sterling Group Wealth Management, LLC | 5,827 | $208.1 萬 | 1.01% | −140−2.3% | 減碼 |
| Garrett Investment Advisors LLC | 5,818 | $207.8 萬 | 0.16% | −1,140−16.4% | 減碼 |
| Mackenzie Financial Corp | 5,707 | $204.9 萬 | 0.00% | +442+8.4% | 加碼 |
| Bank of Nova Scotia | 5,668 | $202.4 萬 | 0.00% | +2,564+82.6% | 加碼 |
| Gradient Investments LLC | 5,601 | $200.1 萬 | 0.03% | +61+1.1% | 加碼 |
| Blair William & Co | 5,577 | $199.2 萬 | 0.01% | +3,655+190.2% | 加碼 |
| Virtus Investment Advisers, Inc. | 5,564 | $198.7 萬 | 0.54% | +808+17.0% | 加碼 |
| Banque Cantonale Vaudoise | 5,555 | $198.4 萬 | 0.07% | +2,323+71.9% | 加碼 |
| Morningstar Investment Management LLC | 5,503 | $196.6 萬 | 0.12% | −1,080−16.4% | 減碼 |
| Coastal Bridge Advisors, LLC | 5,475 | $195.6 萬 | 0.15% | +31+0.6% | 加碼 |
| Jump Financial, LLC | 5,441 | $194.3 萬 | 0.02% | +4,267+363.5% | 加碼 |
| Ethic Inc. | 5,414 | $193.4 萬 | 0.03% | −346−6.0% | 減碼 |
| Future Fund LLC | 5,341 | $190.8 萬 | 0.67% | −258−4.6% | 減碼 |
| Yorktown Management & Research Co Inc | 5,290 | $188.9 萬 | 1.51% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 5,275 | $188.4 萬 | 0.18% | 00.0% | 不變 |
| Dana Investment Advisors, Inc. | 5,266 | $188.1 萬 | 0.05% | +20.0% | 加碼 |
| Generali Asset Management SPA SGR | 5,261 | $187.9 萬 | 0.04% | +5,261 | 新進 |
| Independent Advisor Alliance | 5,258 | $187.8 萬 | 0.05% | −83−1.6% | 減碼 |
| Rockefeller Capital Management L.P. | 5,207 | $186.0 萬 | 0.00% | +2,042+64.5% | 加碼 |
| Neuberger Berman Group LLC | 5,157 | $184.2 萬 | 0.00% | −197−3.7% | 減碼 |
| MetLife Investment Management | 5,147 | $183.8 萬 | 0.01% | +45+0.9% | 加碼 |
| Bank of Montreal | 5,127 | $183.1 萬 | 0.00% | −19,951−79.6% | 減碼 |
| Aquatic Capital Management LLC | 5,099 | $182.1 萬 | 0.05% | +3,844+306.3% | 加碼 |
| Kentucky Retirement Systems | 5,003 | $178.7 萬 | 0.05% | 00.0% | 不變 |
| Peak Financial Advisors LLC | 4,996 | $178.4 萬 | 0.80% | +3,072+159.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 4,925 | $175.9 萬 | 0.00% | −391−7.4% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 4,922 | $175.8 萬 | 0.02% | −20,458−80.6% | 減碼 |
| M&T Bank Corp | 4,917 | $175.6 萬 | 0.01% | +850+20.9% | 加碼 |
| Crawford Investment Counsel Inc | 4,870 | $174.0 萬 | 0.03% | +982+25.3% | 加碼 |
| Shepherd Financial Partners LLC | 4,755 | $169.8 萬 | 0.16% | 00.0% | 不變 |
| Fulton Bank, N.A. | 4,709 | $168.2 萬 | 0.06% | +77+1.7% | 加碼 |
| Merit Financial Group, LLC | 4,661 | $166.5 萬 | 0.01% | +9+0.2% | 加碼 |
| Integrated Investment Consultants, LLC | 4,608 | $164.6 萬 | 0.32% | −50−1.1% | 減碼 |
| TownSquare Capital, LLC | 4,586 | $163.8 萬 | 0.37% | −290−5.9% | 減碼 |
| Sequoia Financial Advisors, LLC | 4,582 | $163.7 萬 | 0.01% | +2,645+136.6% | 加碼 |
| Mercer Global Advisors Inc | 4,527 | $161.7 萬 | 0.00% | +655+16.9% | 加碼 |
| Paradigm Asset Management Co LLC | 4,500 | $160.7 萬 | 0.37% | −300−6.3% | 減碼 |
| Presidio Capital Management, LLC | 4,486 | $160.2 萬 | 0.48% | +2,200+96.2% | 加碼 |
| Vise Technologies, Inc. | 4,317 | $154.2 萬 | 0.03% | +2,479+134.9% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 4,282 | $152.9 萬 | 0.05% | −46,463−91.6% | 減碼 |
| QRG Capital Management, Inc. | 4,238 | $151.4 萬 | 0.02% | +1,482+53.8% | 加碼 |
| Colony Group, LLC | 4,212 | $150.5 萬 | 0.00% | +340+8.8% | 加碼 |
| Gulf International Bank (UK) Ltd | 4,209 | $150.3 萬 | 0.05% | 00.0% | 不變 |
| ASR Vermogensbeheer N.V. | 4,182 | $149.4 萬 | 0.02% | +1,091+35.3% | 加碼 |
| Bridgeway Capital Management, LLC | 4,170 | $148.9 萬 | 0.03% | −30−0.7% | 減碼 |
| Intech Investment Management LLC | 4,111 | $146.8 萬 | 0.01% | −1,642−28.5% | 減碼 |
| PMC FIG Opportunities LLC | 3,929 | $140.3 萬 | 2.20% | +3,929 | 新進 |
| Maryland State Retirement & Pension System | 3,873 | $138.3 萬 | 0.03% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 3,850 | $137.5 萬 | 0.01% | −237−5.8% | 減碼 |
| Resources Investment Advisors, LLC. | 3,823 | $136.5 萬 | 0.01% | −44−1.1% | 減碼 |
| Jane Street Group, LLC | 3,820 | $136.4 萬 | 0.00% | −193,949−98.1% | 減碼 |
| Fiduciary Trust Co | 3,801 | $135.8 萬 | 0.02% | +278+7.9% | 加碼 |
| GWM Advisors LLC | 3,762 | $134.4 萬 | 0.00% | +180+5.0% | 加碼 |
| Shelton Wealth Management, LLC | 3,724 | $133.0 萬 | 0.58% | +296+8.6% | 加碼 |
| Everence Capital Management Inc | 3,703 | $132.3 萬 | 0.08% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 3,659 | $130.7 萬 | 0.00% | −922−20.1% | 減碼 |
| National Bank of Canada | 3,625 | $129.4 萬 | 0.00% | +794+28.0% | 加碼 |
| MAI Capital Management | 3,620 | $129.3 萬 | 0.01% | +369+11.4% | 加碼 |
| CIBC Asset Management Inc | 3,561 | $127.2 萬 | 0.00% | +325+10.0% | 加碼 |
| Rakuten Investment Management, Inc. | 3,467 | $127.0 萬 | 0.00% | −11,452−76.8% | 減碼 |
| Allianz Asset Management GmbH | 3,522 | $125.8 萬 | 0.00% | −2,105−37.4% | 減碼 |
| Gateway Investment Advisers LLC | 3,514 | $125.5 萬 | 0.01% | −10.0% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,505 | $125.2 萬 | 0.00% | +102+3.0% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 3,499 | $125.0 萬 | 0.06% | +205+6.2% | 加碼 |
| Mount Yale Investment Advisors, LLC | 3,478 | $124.2 萬 | 0.06% | +1,409+68.1% | 加碼 |
| Aureus Asset Management, LLC | 3,473 | $124.0 萬 | 0.08% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 3,470 | $123.9 萬 | 0.03% | −374−9.7% | 減碼 |
| Bessemer Group Inc | 3,444 | $123.0 萬 | 0.00% | −13−0.4% | 減碼 |
| Stenger Family Office, LLC | 3,427 | $122.4 萬 | 0.25% | −4,685−57.8% | 減碼 |
| Fox Run Management, L.L.C. | 3,394 | $121.2 萬 | 0.19% | +3,394 | 新進 |
| Mariner, LLC | 3,341 | $119.3 萬 | 0.00% | +175+5.5% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 3,303 | $118.0 萬 | 0.17% | −2,040−38.2% | 減碼 |
| SkyView Investment Advisors, LLC | 3,285 | $117.3 萬 | 0.15% | −9−0.3% | 減碼 |
| HighPoint Advisor Group LLC | 3,278 | $117.1 萬 | 0.03% | +158+5.1% | 加碼 |
| Walleye Trading LLC | 3,217 | $114.9 萬 | 0.02% | +3,217 | 新進 |
| Leelyn Smith, LLC | 3,150 | $112.5 萬 | 0.16% | +3,150 | 新進 |
| Omers Administration Corp | 3,140 | $112.2 萬 | 0.01% | −4,592−59.4% | 減碼 |
| Abn Amro Investment Solutions | 3,096 | $110.6 萬 | 0.02% | +3,096 | 新進 |
| Gabelli Funds LLC | 3,080 | $110.0 萬 | 0.01% | −431−12.3% | 減碼 |
| LVW Advisors, LLC | 3,074 | $109.8 萬 | 0.11% | −291−8.6% | 減碼 |
| Federated Hermes, Inc. | 3,070 | $109.7 萬 | 0.00% | −4,608−60.0% | 減碼 |
| Vident Advisory, LLC | 3,066 | $109.5 萬 | 0.01% | +560+22.3% | 加碼 |
| Third View Private Wealth, LLC | 3,028 | $108.2 萬 | 0.15% | +3,028 | 新進 |
| Steward Partners Investment Advisory, LLC | 3,015 | $107.7 萬 | 0.01% | +221+7.9% | 加碼 |
| Ostrum Asset Management | 2,975 | $106.3 萬 | 0.05% | −989−24.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 2,968 | $106.0 萬 | 0.04% | 00.0% | 不變 |
| Central Pacific Bank - Trust Division | 2,924 | $104.4 萬 | 0.13% | +44+1.5% | 加碼 |
| E. Ohman J:or Asset Management AB | 2,916 | $104.2 萬 | 0.02% | +816+38.9% | 加碼 |
| Ritholtz Wealth Management | 2,905 | $103.7 萬 | 0.02% | +417+16.8% | 加碼 |
| Greenland Capital Management LP | 2,900 | $103.6 萬 | 0.15% | +2,900 | 新進 |
| Schroder Investment Management Group | 2,815 | $100.5 萬 | 0.00% | −599−17.5% | 減碼 |
| North Dakota State Investment Board | 2,806 | $100.2 萬 | 0.04% | +2,806 | 新進 |
| OV Management LLC | 2,777 | $99.2 萬 | 0.86% | 00.0% | 不變 |
| CIBC World Markets Corp | 2,776 | $99.2 萬 | 0.00% | +2,776 | 新進 |