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。
2026 年第 1 季 13F 持有人
LPL Financial Holdings Inc. 在 2026/3/31 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
- 769
- 較 2025 年第 4 季 −49 家
- 持有股數
- 8,234 萬
- 較 2025 年第 4 季 +1,019 萬 (+14.1%)
- 總市值
- $248.3 億
- 較 2025 年第 4 季 −$9.05 億 (−3.5%)
- 新進機構
- 94
- 另有 283 家加碼
- 清倉機構
- 143
- 另有 266 家減碼
另有 8 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,974,255 | $15.0 億 | 0.03% | −14,769−0.3% | 減碼 |
| Dodge & Cox | 4,146,547 | $12.5 億 | 0.69% | +197,577+5.0% | 加碼 |
| Boston Partners | 4,131,498 | $12.4 億 | 1.30% | +581,180+16.4% | 加碼 |
| Massachusetts Financial Services Co | 3,869,359 | $11.7 億 | 0.39% | +149,912+4.0% | 加碼 |
| Vanguard Portfolio Management LLC | 3,851,978 | $11.6 億 | 0.06% | +3,851,978 | 新進 |
| Janus Henderson Group PLC | 3,666,780 | $11.0 億 | 0.53% | +289,227+8.6% | 加碼 |
| Vanguard Capital Management LLC | 3,596,968 | $10.8 億 | 0.03% | +3,596,968 | 新進 |
| Principal Financial Group Inc | 2,636,544 | $7.93 億 | 0.42% | +702,061+36.3% | 加碼 |
| Samlyn Capital, LLC | 2,323,360 | $6.99 億 | 12.00% | +744,101+47.1% | 加碼 |
| Capital World Investors | 2,312,446 | $6.96 億 | 0.09% | −1,312,911−36.2% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 2,049,967 | $6.17 億 | 4.92% | −24,981−1.2% | 減碼 |
| Alliancebernstein L.P. | 1,571,998 | $5.61 億 | 0.18% | +372,654+31.1% | 加碼 |
| State Street Corp | 1,863,266 | $5.61 億 | 0.02% | +20,131+1.1% | 加碼 |
| WCM Investment Management, LLC | 1,734,395 | $5.21 億 | 1.19% | +12,922+0.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,680,090 | $5.05 億 | 1.48% | −618,457−26.9% | 減碼 |
| Geode Capital Management, LLC | 1,594,750 | $4.79 億 | 0.03% | +39,936+2.6% | 加碼 |
| FMR LLC | 1,297,690 | $3.90 億 | 0.02% | +632,711+95.1% | 加碼 |
| Morgan Stanley | 1,283,665 | $3.86 億 | 0.02% | −479,598−27.2% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 1,093,406 | $3.29 億 | 1.08% | −167,879−13.3% | 減碼 |
| SurgoCap Partners LP | 1,020,839 | $3.07 億 | 10.25% | +25,839+2.6% | 加碼 |
| Van Eck Associates Corp | 1,002,977 | $3.02 億 | 0.23% | +509,189+103.1% | 加碼 |
| Citadel Advisors LLC | 923,471 | $2.78 億 | 0.20% | +567,025+159.1% | 加碼 |
| Darlington Partners Capital Management, LP | 893,006 | $2.69 億 | 12.07% | +110,000+14.0% | 加碼 |
| Millennium Management LLC | 890,253 | $2.68 億 | 0.20% | +585,543+192.2% | 加碼 |
| Westfield Capital Management Co LP | 881,506 | $2.65 億 | 1.11% | +255,944+40.9% | 加碼 |
| Dimensional Fund Advisors LP | 816,367 | $2.46 億 | 0.05% | +28,025+3.6% | 加碼 |
| Bank of America Corp | 803,428 | $2.42 億 | 0.02% | +7,257+0.9% | 加碼 |
| JPMorgan Chase & Co | 790,730 | $2.37 億 | 0.02% | −406,636−34.0% | 減碼 |
| APG Asset Management N.V. | 772,692 | $2.02 億 | 0.64% | +28,975+3.9% | 加碼 |
| Raymond James Financial Inc | 666,069 | $2.00 億 | 0.06% | −63,498−8.7% | 減碼 |
| UBS Group AG | 653,883 | $1.97 億 | 0.03% | +225,128+52.5% | 加碼 |
| UBS Asset Management Americas Inc | 591,666 | $1.78 億 | 0.04% | +9,742+1.7% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 559,951 | $1.68 億 | 1.41% | 00.0% | 不變 |
| TD Asset Management Inc | 554,133 | $1.67 億 | 0.14% | −79,059−12.5% | 減碼 |
| Northern Trust Corp | 525,446 | $1.58 億 | 0.02% | +9,986+1.9% | 加碼 |
| Vanguard Fiduciary Trust Co | 508,294 | $1.53 億 | 0.04% | +508,294 | 新進 |
| Price T Rowe Associates Inc | 498,623 | $1.50 億 | 0.02% | +208,932+72.1% | 加碼 |
| American Century Companies Inc | 487,789 | $1.47 億 | 0.08% | +32,028+7.0% | 加碼 |
| Charles Schwab Investment Management Inc | 440,464 | $1.33 億 | 0.02% | +21,890+5.2% | 加碼 |
| Azora Capital LP | 427,338 | $1.29 億 | 8.45% | −20,851−4.7% | 減碼 |
| Wells Fargo & Company | 420,689 | $1.27 億 | 0.03% | −66,239−13.6% | 減碼 |
| Holocene Advisors, LP | 417,647 | $1.26 億 | 0.30% | +55,283+15.3% | 加碼 |
| Epoch Investment Partners, Inc. | 408,301 | $1.23 億 | 0.74% | −54,149−11.7% | 減碼 |
| Victory Capital Management Inc | 405,812 | $1.22 億 | 0.08% | +301,359+288.5% | 加碼 |
| Franklin Resources Inc | 402,014 | $1.21 億 | 0.03% | +240,242+148.5% | 加碼 |
| Fairview Capital Investment Management, LLC | 391,686 | $1.18 億 | 6.40% | −22,058−5.3% | 減碼 |
| Bank of New York Mellon Corp | 383,839 | $1.15 億 | 0.02% | +18,455+5.1% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 364,760 | $1.10 億 | 0.18% | +1,298+0.4% | 加碼 |
| Goldman Sachs Group Inc | 360,806 | $1.09 億 | 0.01% | +81,321+29.1% | 加碼 |
| Invesco Ltd. | 349,011 | $1.05 億 | 0.01% | −165,676−32.2% | 減碼 |
| Fort Washington Investment Advisors Inc | 348,101 | $1.05 億 | 0.58% | +96,704+38.5% | 加碼 |
| Envestnet Asset Management Inc | 336,764 | $1.01 億 | 0.03% | −16,176−4.6% | 減碼 |
| Nomura Asset Management International Inc. | 328,874 | $9,894 萬 | 0.17% | −520.0% | 減碼 |
| Voya Investment Management LLC | 329,270 | $9,876 萬 | 0.10% | +321,455+4,113.3% | 加碼 |
| Cantillon Capital Management LLC | 324,927 | $9,775 萬 | 0.65% | −44,141−12.0% | 減碼 |
| First Pacific Advisors, LP | 320,624 | $9,645 萬 | 1.35% | −66,788−17.2% | 減碼 |
| Coronation Fund Managers Ltd. | 290,443 | $8,737 萬 | 3.98% | +62,178+27.2% | 加碼 |
| Legal & General Group Plc | 287,069 | $8,636 萬 | 0.02% | −81,232−22.1% | 減碼 |
| Ameriprise Financial Inc | 264,733 | $7,964 萬 | 0.02% | +103,323+64.0% | 加碼 |
| Heron Bay Capital Management | 249,212 | $7,497 萬 | 6.91% | +165,385+197.3% | 加碼 |
| Prana Capital Management, LP | 247,123 | $7,434 萬 | 2.28% | +247,123 | 新進 |
| Junto Capital Management LP | 238,515 | $7,175 萬 | 1.52% | +104,687+78.2% | 加碼 |
| Truist Financial Corp | 204,248 | $6,144 萬 | 0.08% | −2,097−1.0% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 194,726 | $5,858 萬 | 0.70% | −64,344−24.8% | 減碼 |
| Deutsche Bank AG | 167,681 | $5,044 萬 | 0.02% | −20,419−10.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 167,528 | $5,040 萬 | 0.03% | −8,956−5.1% | 減碼 |
| Nuveen, LLC | 165,818 | $4,988 萬 | 0.01% | +6,222+3.9% | 加碼 |
| Stifel Financial Corp | 164,557 | $4,950 萬 | 0.05% | −16,642−9.2% | 減碼 |
| Royal Bank of Canada | 157,829 | $4,748 萬 | 0.01% | −22,891−12.7% | 減碼 |
| Alyeska Investment Group, L.P. | 155,438 | $4,676 萬 | 0.13% | +155,438 | 新進 |
| Brown Brothers Harriman & Co | 146,193 | $4,398 萬 | 0.24% | −40,891−21.9% | 減碼 |
| California Public Employees Retirement System | 143,288 | $4,311 萬 | 0.03% | −9,380−6.1% | 減碼 |
| Wellington Management Group LLP | 142,137 | $4,276 萬 | 0.01% | −6,315−4.3% | 減碼 |
| LPL Financial LLC | 142,118 | $4,275 萬 | 0.01% | +7,479+5.6% | 加碼 |
| National Pension Service | 140,551 | $4,228 萬 | 0.03% | +14,526+11.5% | 加碼 |
| Vanguard Asset Management, Ltd | 136,888 | $4,118 萬 | 0.04% | +136,888 | 新進 |
| Diamond Hill Capital Management Inc | 136,548 | $4,108 萬 | 0.26% | +102,244+298.1% | 加碼 |
| Hudson Bay Capital Management LP | 135,324 | $4,071 萬 | 0.24% | +55,227+69.0% | 加碼 |
| Jennison Associates LLC | 135,221 | $4,068 萬 | 0.03% | +23,554+21.1% | 加碼 |
| Ceredex Value Advisors LLC | 132,920 | $3,999 萬 | 1.26% | +132,920 | 新進 |
| Citigroup Inc | 128,597 | $3,869 萬 | 0.02% | +29,441+29.7% | 加碼 |
| Neuberger Berman Group LLC | 127,421 | $3,833 萬 | 0.03% | +122,264+2,370.8% | 加碼 |
| SEI Investments Co | 126,774 | $3,813 萬 | 0.04% | +14,967+13.4% | 加碼 |
| Amundi | 125,776 | $3,784 萬 | 0.01% | −44,978−26.3% | 減碼 |
| Bamco Inc | 121,778 | $3,663 萬 | 0.11% | −53,467−30.5% | 減碼 |
| Renaissance Technologies LLC | 120,540 | $3,626 萬 | 0.06% | +6,480+5.7% | 加碼 |
| Perpetual Ltd | 117,574 | $3,537 萬 | 0.54% | +16,141+15.9% | 加碼 |
| California State Teachers Retirement System | 117,376 | $3,531 萬 | 0.04% | −2,275−1.9% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 114,846 | $3,455 萬 | 0.10% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 109,442 | $3,292 萬 | 0.24% | −28,598−20.7% | 減碼 |
| Susquehanna International Group, LLP | 108,195 | $3,255 萬 | 0.04% | +65,510+153.5% | 加碼 |
| Jain Global LLC | 102,208 | $3,075 萬 | 0.39% | −29,319−22.3% | 減碼 |
| Rhumbline Advisers | 101,065 | $3,040 萬 | 0.03% | +309+0.3% | 加碼 |
| Champlain Investment Partners, LLC | 101,050 | $3,040 萬 | 0.39% | +101,050 | 新進 |
| Danske Bank A/S | 99,640 | $2,997 萬 | 0.07% | −24,693−19.9% | 減碼 |
| Jane Street Group, LLC | 98,615 | $2,967 萬 | 0.03% | +94,795+2,481.5% | 加碼 |
| Standard Life Aberdeen plc | 98,444 | $2,961 萬 | 0.05% | +1,013+1.0% | 加碼 |
| Clarkston Capital Partners, LLC | 96,404 | $2,900 萬 | 2.21% | −205,080−68.0% | 減碼 |
| Cander Asset Management LP | 95,330 | $2,868 萬 | 5.15% | +34,782+57.4% | 加碼 |
| First Trust Advisors LP | 93,551 | $2,814 萬 | 0.02% | −4,977−5.1% | 減碼 |