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 |
|---|---|---|---|---|---|
| Impact Capital Partners LLC | 2,767 | $98.8 萬 | 0.29% | +80+3.0% | 加碼 |
| Mangrove Partners | 2,734 | $97.7 萬 | 0.08% | +2,734 | 新進 |
| Vestcor Inc | 2,689 | $96.0 萬 | 0.03% | 00.0% | 不變 |
| VestGen Advisors, LLC | 2,662 | $95.1 萬 | 0.04% | −1,769−39.9% | 減碼 |
| Teacher Retirement System of Texas | 2,647 | $94.5 萬 | 0.00% | −18,975−87.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,603 | $93.0 萬 | 0.01% | +131+5.3% | 加碼 |
| Assetmark, Inc | 2,601 | $92.9 萬 | 0.00% | +1,064+69.2% | 加碼 |
| Simplex Trading, LLC | 2,592 | $92.6 萬 | 0.03% | +2,542+5,084.0% | 加碼 |
| Arkadios Wealth Advisors | 2,585 | $92.3 萬 | 0.02% | +80+3.2% | 加碼 |
| Parallel Advisors, LLC | 2,528 | $90.3 萬 | 0.02% | +51+2.1% | 加碼 |
| Advisors Asset Management, Inc. | 2,518 | $89.9 萬 | 0.02% | +625+33.0% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 2,500 | $89.3 萬 | 0.17% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 2,500 | $89.3 萬 | 0.01% | +2,500 | 新進 |
| Catalyst Capital Advisors LLC | 2,485 | $88.8 萬 | 0.02% | −5,475−68.8% | 減碼 |
| Concurrent Investment Advisors, LLC | 2,472 | $88.3 萬 | 0.01% | +1,587+179.3% | 加碼 |
| Davenport & Co LLC | 2,411 | $86.1 萬 | 0.00% | +245+11.3% | 加碼 |
| Macquarie Group Ltd | 2,404 | $85.9 萬 | 0.00% | −331,220−99.3% | 減碼 |
| Principal Securities, Inc. | 2,377 | $84.9 萬 | 0.01% | −225−8.6% | 減碼 |
| Quantitative Investment Management, LLC | 2,358 | $84.2 萬 | 0.08% | +835+54.8% | 加碼 |
| Root Financial Partners, LLC | 2,318 | $82.8 萬 | 0.04% | +33+1.4% | 加碼 |
| Concorde Asset Management, LLC | 2,303 | $82.3 萬 | 0.33% | +23+1.0% | 加碼 |
| Hallmark Capital Management Inc | 2,295 | $82.0 萬 | 0.05% | +111+5.1% | 加碼 |
| Toroso Investments, LLC | 2,274 | $81.2 萬 | 0.00% | +130+6.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 2,270 | $81.1 萬 | 0.00% | +106+4.9% | 加碼 |
| London Co of Virginia | 2,270 | $81.1 萬 | 0.00% | 00.0% | 不變 |
| Greenline Partners, LLC | 2,266 | $80.9 萬 | 0.09% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 2,243 | $80.7 萬 | 0.00% | −138−5.8% | 減碼 |
| Union Bancaire Privee, UBP SA | 2,183 | $80.0 萬 | 0.01% | +2,183 | 新進 |
| United Capital Financial Advisers, LLC | 2,150 | $76.8 萬 | 0.00% | −2,964−58.0% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,097 | $74.9 萬 | 0.05% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 2,070 | $74.0 萬 | 0.01% | −26−1.2% | 減碼 |
| Snowden Capital Advisors LLC | 2,027 | $72.4 萬 | 0.02% | +15+0.7% | 加碼 |
| Jones Financial Companies LLLP | 2,017 | $72.0 萬 | 0.00% | +894+79.6% | 加碼 |
| Two Sigma Investments, LP | 1,975 | $70.5 萬 | 0.00% | −900−31.3% | 減碼 |
| Genus Capital Management Inc. | 1,972 | $70.4 萬 | 0.08% | −9,490−82.8% | 減碼 |
| Retirement Planning Group | 1,957 | $69.9 萬 | 0.02% | +137+7.5% | 加碼 |
| Legato Capital Management LLC | 1,944 | $69.4 萬 | 0.06% | +1,944 | 新進 |
| Triad Wealth Partners, LLC | 1,937 | $69.2 萬 | 0.07% | +1,937 | 新進 |
| Sowell Financial Services LLC | 1,921 | $68.6 萬 | 0.03% | −56−2.8% | 減碼 |
| Heritage Family Offices, LLP | 1,911 | $68.3 萬 | 0.31% | −207−9.8% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,910 | $68.2 萬 | 0.02% | −290−13.2% | 減碼 |
| NBC Securities, Inc. | 1,874 | $66.9 萬 | 0.05% | −30−1.6% | 減碼 |
| Laird Norton Trust Company, LLC | 1,866 | $66.6 萬 | 0.01% | +1,866 | 新進 |
| Tran Capital Management, L.P. | 1,849 | $66.0 萬 | 0.08% | −705−27.6% | 減碼 |
| Bridges Investment Management Inc | 1,848 | $66.0 萬 | 0.01% | +504+37.5% | 加碼 |
| Hamilton Capital Partners Inc. | 1,833 | $65.5 萬 | 0.02% | +169+10.2% | 加碼 |
| RSM US Wealth Management LLC | 1,815 | $65.3 萬 | 0.01% | −96−5.0% | 減碼 |
| CAPROCK Group, Inc. | 1,827 | $65.3 萬 | 0.01% | −546−23.0% | 減碼 |
| Lido Advisors, LLC | 1,929 | $64.6 萬 | 0.00% | +84+4.6% | 加碼 |
| Spire Wealth Management | 1,803 | $64.4 萬 | 0.02% | −203−10.1% | 減碼 |
| Independent Financial Group, LLC | 1,796 | $64.1 萬 | 0.01% | +1,796 | 新進 |
| Osmosis Investment Management UK Ltd | 1,795 | $64.1 萬 | 0.02% | +1,795 | 新進 |
| Cresset Asset Management, LLC | 1,774 | $63.4 萬 | 0.00% | +21+1.2% | 加碼 |
| Coldstream Capital Management Inc | 1,748 | $62.4 萬 | 0.01% | +250+16.7% | 加碼 |
| Yousif Capital Management, LLC | 1,668 | $61.2 萬 | 0.01% | −38−2.2% | 減碼 |
| Sanchez Wealth Management Group | 1,713 | $61.2 萬 | 0.13% | +22+1.3% | 加碼 |
| Prudential PLC | 1,681 | $60.0 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,678 | $59.9 萬 | 0.00% | +109+6.9% | 加碼 |
| Emerald Advisers, LLC | 1,672 | $59.7 萬 | 0.02% | −74−4.2% | 減碼 |
| Compton Financial Group, LLC | 1,666 | $59.5 萬 | 0.13% | −65−3.8% | 減碼 |
| Quadrant Capital Group LLC | 1,652 | $59.0 萬 | 0.02% | +12+0.7% | 加碼 |
| Wealth Alliance | 1,649 | $58.9 萬 | 0.06% | +79+5.0% | 加碼 |
| DGS Capital Management, LLC | 1,648 | $58.9 萬 | 0.10% | +67+4.2% | 加碼 |
| Magnolia Private Wealth, LLC | 1,647 | $58.8 萬 | 0.41% | −10−0.6% | 減碼 |
| Wedmont Private Capital | 1,625 | $58.4 萬 | 0.02% | −8−0.5% | 減碼 |
| Pitcairn Wealth Advisors LLC | 1,618 | $57.8 萬 | 0.05% | +1,618 | 新進 |
| Gibbs Wealth Management | 1,568 | $56.4 萬 | 0.14% | −212−11.9% | 減碼 |
| Potentia Wealth | 1,579 | $56.4 萬 | 0.21% | 00.0% | 不變 |
| Pennsylvania Capital Management Inc | 1,572 | $56.1 萬 | 0.15% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 1,570 | $56.1 萬 | 0.08% | +118+8.1% | 加碼 |
| XML Financial, LLC | 1,570 | $56.1 萬 | 0.05% | +1+0.1% | 加碼 |
| Northwest & Ethical Investments L.P. | 1,550 | $55.8 萬 | 0.01% | +1,550 | 新進 |
| MONECO Advisors, LLC | 1,547 | $55.3 萬 | 0.04% | +3+0.2% | 加碼 |
| Global Retirement Partners, LLC | 1,522 | $54.3 萬 | 0.01% | +838+122.5% | 加碼 |
| Mirabella Financial Services LLP | 1,511 | $54.0 萬 | 0.05% | +1,511 | 新進 |
| Legacy Financial Group LLC | 1,381 | $53.7 萬 | 0.07% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 1,499 | $53.5 萬 | 0.07% | +1,499 | 新進 |
| Pettee Investors, Inc. | 1,490 | $53.2 萬 | 0.30% | 00.0% | 不變 |
| Walleye Capital LLC | 1,468 | $52.4 萬 | 0.00% | −49,416−97.1% | 減碼 |
| Storgate, LLC | 1,461 | $52.2 萬 | 0.43% | +1,461 | 新進 |
| Foresight Global Investors, Inc. | 1,459 | $52.1 萬 | 0.25% | 00.0% | 不變 |
| Keybank National Association | 1,457 | $52.0 萬 | 0.00% | +20+1.4% | 加碼 |
| Philip James Wealth Mangement, LLC | 1,446 | $51.6 萬 | 0.06% | +81+5.9% | 加碼 |
| Gilbert & Cook, Inc. | 1,430 | $51.1 萬 | 0.06% | +74+5.5% | 加碼 |
| International Assets Investment Management, LLC | 1,420 | $50.7 萬 | 0.03% | +1,420 | 新進 |
| Counterpoint Mutual Funds LLC | 1,410 | $50.4 萬 | 0.04% | +1,410 | 新進 |
| Persistent Asset Partners Ltd | 1,403 | $50.1 萬 | 0.24% | +1,403 | 新進 |
| UniSuper Management Pty Ltd | 1,400 | $50.0 萬 | 0.00% | 00.0% | 不變 |
| Everpar Advisors LLC | 1,387 | $49.5 萬 | 0.18% | −659−32.2% | 減碼 |
| Spahn Wealth & Retirement LLC | 1,386 | $49.5 萬 | 0.31% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 1,384 | $49.4 萬 | 0.05% | −16−1.1% | 減碼 |
| Optimize Financial Inc | 1,372 | $49.0 萬 | 0.25% | +16+1.2% | 加碼 |
| Stephens Inc | 1,341 | $47.9 萬 | 0.01% | −229−14.6% | 減碼 |
| Advisor OS, LLC | 1,336 | $47.7 萬 | 0.04% | −103−7.2% | 減碼 |
| Abc Arbitrage SA | 1,330 | $47.5 萬 | 0.04% | +1,330 | 新進 |
| Signaturefd, LLC | 1,303 | $46.5 萬 | 0.01% | −95−6.8% | 減碼 |
| Prossimo Advisors, LLC | 1,300 | $46.4 萬 | 2.99% | +1,300 | 新進 |
| Erste Asset Management GmbH | 1,246 | $45.6 萬 | 0.00% | +1,246 | 新進 |
| RMR Wealth Builders | 1,276 | $45.6 萬 | 0.04% | +62+5.1% | 加碼 |
| Blueshift Asset Management, LLC | 1,275 | $45.5 萬 | 0.13% | +1,275 | 新進 |