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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 1,547 | $46.6 萬 | 0.04% | 00.0% | 不變 |
| Pennsylvania Capital Management Inc | 1,572 | $47.3 萬 | 0.14% | 00.0% | 不變 |
| Potentia Wealth | 1,580 | $47.5 萬 | 0.18% | +1+0.1% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 1,593 | $47.9 萬 | 0.01% | +1,020+178.0% | 加碼 |
| Wedmont Private Capital | 1,548 | $48.1 萬 | 0.02% | −77−4.7% | 減碼 |
| Quadrant Capital Group LLC | 1,629 | $49.0 萬 | 0.01% | −23−1.4% | 減碼 |
| Storgate, LLC | 1,630 | $49.0 萬 | 0.38% | +169+11.6% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 1,630 | $49.0 萬 | 0.02% | +1,630 | 新進 |
| Magnolia Private Wealth, LLC | 1,644 | $49.5 萬 | 0.33% | −3−0.2% | 減碼 |
| Mattson Financial Services, LLC | 1,646 | $49.5 萬 | 0.12% | +637+63.1% | 加碼 |
| Pettee Investors, Inc. | 1,490 | $49.8 萬 | 0.26% | 00.0% | 不變 |
| Bridges Investment Management Inc | 1,658 | $49.9 萬 | 0.01% | −190−10.3% | 減碼 |
| Compton Financial Group, LLC | 1,666 | $50.1 萬 | 0.11% | 00.0% | 不變 |
| Emerald Advisers, LLC | 1,672 | $50.3 萬 | 0.02% | 00.0% | 不變 |
| Prudential PLC | 1,681 | $50.6 萬 | 0.00% | 00.0% | 不變 |
| Sanchez Wealth Management Group | 1,715 | $51.6 萬 | 0.11% | +2+0.1% | 加碼 |
| Yousif Capital Management, LLC | 1,731 | $52.1 萬 | 0.01% | +63+3.8% | 加碼 |
| Cresset Asset Management, LLC | 1,769 | $53.2 萬 | 0.00% | −5−0.3% | 減碼 |
| Larson Financial Group LLC | 1,778 | $53.5 萬 | 0.02% | +1,713+2,635.4% | 加碼 |
| Independent Financial Group, LLC | 1,797 | $54.1 萬 | 0.01% | +1+0.1% | 加碼 |
| Laird Norton Trust Company, LLC | 1,800 | $54.1 萬 | 0.01% | −66−3.5% | 減碼 |
| Prudential Financial Inc | 1,811 | $54.5 萬 | 0.00% | −7,871−81.3% | 減碼 |
| Keybank National Association | 1,812 | $54.5 萬 | 0.00% | +355+24.4% | 加碼 |
| Gibbs Wealth Management | 1,830 | $55.1 萬 | 0.07% | +262+16.7% | 加碼 |
| NBC Securities, Inc. | 1,843 | $55.4 萬 | 0.04% | −31−1.7% | 減碼 |
| Tran Capital Management, L.P. | 1,848 | $55.6 萬 | 0.08% | −1−0.1% | 減碼 |
| Concurrent Investment Advisors, LLC | 1,873 | $56.3 萬 | 0.01% | −599−24.2% | 減碼 |
| Integrated Investment Consultants, LLC | 1,884 | $56.7 萬 | 0.12% | −2,724−59.1% | 減碼 |
| Retirement Planning Group | 1,888 | $56.8 萬 | 0.02% | −69−3.5% | 減碼 |
| Pitcairn Wealth Advisors LLC | 1,618 | $57.8 萬 | 0.05% | 00.0% | 不變 |
| Oak Thistle LLC | 1,928 | $58.0 萬 | 0.06% | −6,422−76.9% | 減碼 |
| Sowell Financial Services LLC | 1,941 | $58.4 萬 | 0.02% | +20+1.0% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,948 | $58.6 萬 | 0.02% | +38+2.0% | 加碼 |
| CWM, LLC | 1,973 | $59.4 萬 | 0.00% | +295+17.6% | 加碼 |
| Arkadios Wealth Advisors | 1,975 | $59.4 萬 | 0.01% | −610−23.6% | 減碼 |
| Gilbert & Cook, Inc. | 2,002 | $60.2 萬 | 0.08% | +572+40.0% | 加碼 |
| Triad Wealth Partners, LLC | 2,011 | $60.5 萬 | 0.05% | +74+3.8% | 加碼 |
| Gateway Investment Advisers LLC | 2,020 | $60.8 萬 | 0.01% | −1,494−42.5% | 減碼 |
| Impact Capital Partners LLC | 2,077 | $62.5 萬 | 0.19% | −690−24.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 2,085 | $62.7 萬 | 0.01% | +15+0.7% | 加碼 |
| United Capital Financial Advisers, LLC | 2,093 | $63.0 萬 | 0.00% | −57−2.7% | 減碼 |
| Matrix Trust Co | 2,093 | $63.0 萬 | 0.10% | +2,093 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,097 | $63.1 萬 | 0.04% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 2,100 | $63.2 萬 | 0.53% | −3,190−60.3% | 減碼 |
| Hohimer Wealth Management, LLC | 2,123 | $63.9 萬 | 0.08% | +2,123 | 新進 |
| Los Angeles Capital Management LLC | 2,150 | $64.7 萬 | 0.00% | +1,789+495.6% | 加碼 |
| Integrated Wealth Concepts LLC | 2,157 | $64.9 萬 | 0.01% | +2,157 | 新進 |
| Hamilton Capital Partners Inc. | 2,180 | $65.6 萬 | 0.02% | +347+18.9% | 加碼 |
| Hallmark Capital Management Inc | 2,203 | $66.3 萬 | 0.04% | −92−4.0% | 減碼 |
| Thrivent Financial for Lutherans | 2,224 | $66.8 萬 | 0.00% | −19−0.8% | 減碼 |
| Greenline Partners, LLC | 2,266 | $68.2 萬 | 0.07% | 00.0% | 不變 |
| London Co of Virginia | 2,270 | $68.3 萬 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 2,279 | $68.6 萬 | 0.03% | −39−1.7% | 減碼 |
| Davenport & Co LLC | 2,287 | $68.8 萬 | 0.00% | −124−5.1% | 減碼 |
| Park Avenue Securities LLC | 2,301 | $69.2 萬 | 0.01% | +2,301 | 新進 |
| North Dakota State Investment Board | 2,303 | $69.3 萬 | 0.03% | −503−17.9% | 減碼 |
| Quantitative Investment Management, LLC | 2,358 | $70.9 萬 | 0.07% | 00.0% | 不變 |
| LVW Advisors, LLC | 2,357 | $70.9 萬 | 0.07% | −717−23.3% | 減碼 |
| Toroso Investments, LLC | 2,400 | $72.2 萬 | 0.00% | +126+5.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 2,514 | $72.7 萬 | 0.00% | −122,214−98.0% | 減碼 |
| Farther Finance Advisors, LLC | 2,533 | $73.3 萬 | 0.01% | +1,901+300.8% | 加碼 |
| Advisors Asset Management, Inc. | 2,491 | $74.9 萬 | 0.01% | −27−1.1% | 減碼 |
| Kestra Advisory Services, LLC | 2,498 | $75.1 萬 | 0.00% | −1,352−35.1% | 減碼 |
| Macquarie Group Ltd | 2,505 | $75.4 萬 | 0.00% | +101+4.2% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 2,509 | $75.5 萬 | 0.13% | +9+0.4% | 加碼 |
| Raiffeisen Bank International AG | 2,522 | $75.7 萬 | 0.01% | +2,479+5,765.1% | 加碼 |
| Northwest & Ethical Investments L.P. | 2,595 | $76.4 萬 | 0.02% | +1,045+67.4% | 加碼 |
| Greenland Capital Management LP | 2,600 | $78.2 萬 | 0.16% | −300−10.3% | 減碼 |
| Lido Advisors, LLC | 2,608 | $78.5 萬 | 0.00% | +679+35.2% | 加碼 |
| Buttonwood Financial Advisors Inc. | 2,615 | $78.7 萬 | 0.26% | +2,615 | 新進 |
| Union Bancaire Privee, UBP SA | 2,663 | $79.1 萬 | 0.01% | +480+22.0% | 加碼 |
| Vestcor Inc | 2,689 | $80.9 萬 | 0.02% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 2,711 | $81.5 萬 | 0.00% | +441+19.4% | 加碼 |
| Parallel Advisors, LLC | 2,711 | $81.6 萬 | 0.01% | +183+7.2% | 加碼 |
| Warren Averett Asset Management, LLC | 2,740 | $82.4 萬 | 0.01% | +2,034+288.1% | 加碼 |
| IHT Wealth Management, LLC | 2,751 | $82.8 萬 | 0.02% | −719−20.7% | 減碼 |
| Principal Securities, Inc. | 2,781 | $83.7 萬 | 0.01% | +404+17.0% | 加碼 |
| Schroder Investment Management Group | 2,815 | $84.7 萬 | 0.00% | 00.0% | 不變 |
| Prospera Financial Services Inc | 2,849 | $85.7 萬 | 0.01% | +2,849 | 新進 |
| Ritholtz Wealth Management | 2,866 | $86.2 萬 | 0.01% | −39−1.3% | 減碼 |
| E. Ohman J:or Asset Management AB | 2,916 | $87.7 萬 | 0.02% | 00.0% | 不變 |
| Fieldview Capital Management, LLC | 2,925 | $88.0 萬 | 0.26% | +2,300+368.0% | 加碼 |
| Saudi Central Bank | 2,954 | $88.9 萬 | 0.02% | +2,954 | 新進 |
| CAPROCK Group, Inc. | 2,994 | $90.1 萬 | 0.02% | +1,167+63.9% | 加碼 |
| Gabelli Funds LLC | 3,000 | $90.2 萬 | 0.01% | −80−2.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 3,030 | $91.1 萬 | 0.00% | +15+0.5% | 加碼 |
| Federated Hermes, Inc. | 3,067 | $92.3 萬 | 0.00% | −3−0.1% | 減碼 |
| Arq Wealth Advisors, LLC | 3,090 | $93.0 萬 | 0.17% | +3,090 | 新進 |
| Sequoia Financial Advisors, LLC | 3,091 | $93.0 萬 | 0.01% | −1,491−32.5% | 減碼 |
| Woodline Partners LP | 3,122 | $93.9 萬 | 0.00% | −70,424−95.8% | 減碼 |
| Twin Tree Management, LP | 3,171 | $95.4 萬 | 0.20% | +2,568+425.9% | 加碼 |
| PEAK6 LLC | 3,220 | $96.9 萬 | 0.03% | +3,220 | 新進 |
| Aureus Asset Management, LLC | 3,234 | $97.3 萬 | 0.06% | −239−6.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 3,284 | $98.8 萬 | 0.01% | −3,292−50.1% | 減碼 |
| Resources Investment Advisors, LLC. | 3,286 | $98.8 萬 | 0.01% | −537−14.0% | 減碼 |
| Stenger Family Office, LLC | 3,305 | $99.4 萬 | 0.18% | −122−3.6% | 減碼 |
| Fiduciary Trust Co | 3,366 | $101.3 萬 | 0.01% | −435−11.4% | 減碼 |
| Generali Asset Management SPA SGR | 3,371 | $101.4 萬 | 0.02% | −1,890−35.9% | 減碼 |
| SkyView Investment Advisors, LLC | 3,384 | $101.8 萬 | 0.14% | +99+3.0% | 加碼 |
| Abn Amro Investment Solutions | 3,434 | $103.3 萬 | 0.01% | +338+10.9% | 加碼 |