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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 3,453 | $103.9 萬 | 0.00% | +852+32.8% | 加碼 |
| Intech Investment Management LLC | 3,463 | $104.2 萬 | 0.01% | −648−15.8% | 減碼 |
| GWM Advisors LLC | 3,506 | $105.5 萬 | 0.00% | −256−6.8% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 3,555 | $106.9 萬 | 0.04% | +587+19.8% | 加碼 |
| MAI Capital Management | 3,585 | $107.8 萬 | 0.01% | −35−1.0% | 減碼 |
| Osmosis Investment Management UK Ltd | 3,591 | $108.0 萬 | 0.03% | +1,796+100.1% | 加碼 |
| QRG Capital Management, Inc. | 3,596 | $108.2 萬 | 0.01% | −642−15.1% | 減碼 |
| Shelton Wealth Management, LLC | 3,672 | $110.5 萬 | 0.49% | −52−1.4% | 減碼 |
| Leelyn Smith, LLC | 3,764 | $113.2 萬 | 0.16% | +614+19.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 3,768 | $113.4 萬 | 0.01% | +1,165+44.8% | 加碼 |
| Allianz Asset Management GmbH | 3,778 | $113.7 萬 | 0.00% | +256+7.3% | 加碼 |
| Burney Co | 3,795 | $114.2 萬 | 0.04% | −26,088−87.3% | 減碼 |
| Maryland State Retirement & Pension System | 3,873 | $116.5 萬 | 0.02% | 00.0% | 不變 |
| Nations Financial Group Inc, | 3,912 | $117.7 萬 | 0.06% | −10,249−72.4% | 減碼 |
| Omers Administration Corp | 3,973 | $119.5 萬 | 0.01% | +833+26.5% | 加碼 |
| TT International Asset Management LTD | 3,988 | $120.0 萬 | 0.13% | +3,340+515.4% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 4,043 | $121.6 萬 | 0.06% | +544+15.5% | 加碼 |
| RSM US Wealth Management LLC | 4,063 | $122.2 萬 | 0.02% | +2,248+123.9% | 加碼 |
| National Bank of Canada | 4,078 | $122.8 萬 | 0.00% | +453+12.5% | 加碼 |
| Vident Advisory, LLC | 4,113 | $123.7 萬 | 0.01% | +1,047+34.1% | 加碼 |
| Brinker Capital Investments, LLC | 4,156 | $125.0 萬 | 0.01% | −5,520−57.0% | 減碼 |
| CIBC Asset Management Inc | 4,212 | $126.7 萬 | 0.00% | +651+18.3% | 加碼 |
| ASR Vermogensbeheer N.V. | 4,251 | $127.9 萬 | 0.02% | +69+1.6% | 加碼 |
| Two Sigma Securities, LLC | 4,259 | $128.1 萬 | 0.15% | +2,760+184.1% | 加碼 |
| TownSquare Capital, LLC | 4,439 | $133.5 萬 | 0.30% | −147−3.2% | 減碼 |
| Presidio Capital Management, LLC | 4,473 | $134.6 萬 | 0.39% | −13−0.3% | 減碼 |
| Paradigm Asset Management Co LLC | 4,500 | $135.4 萬 | 0.32% | 00.0% | 不變 |
| D L Carlson Investment Group Inc | 4,564 | $137.3 萬 | 0.24% | +4,564 | 新進 |
| Merit Financial Group, LLC | 4,622 | $139.0 萬 | 0.01% | −39−0.8% | 減碼 |
| Third View Private Wealth, LLC | 4,640 | $139.6 萬 | 0.19% | +1,612+53.2% | 加碼 |
| Shepherd Financial Partners LLC | 4,755 | $143.0 萬 | 0.14% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 4,827 | $145.2 萬 | 0.05% | −728−13.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 4,849 | $145.9 萬 | 0.02% | −4,929−50.4% | 減碼 |
| MetLife Investment Management | 4,903 | $147.5 萬 | 0.01% | −244−4.7% | 減碼 |
| Mariner, LLC | 4,931 | $148.3 萬 | 0.00% | +1,590+47.6% | 加碼 |
| Bessemer Group Inc | 4,933 | $148.4 萬 | 0.00% | +1,489+43.2% | 加碼 |
| M&T Bank Corp | 4,960 | $149.2 萬 | 0.00% | +43+0.9% | 加碼 |
| Fulton Bank, N.A. | 4,963 | $149.3 萬 | 0.05% | +254+5.4% | 加碼 |
| Independent Advisor Alliance | 5,035 | $151.5 萬 | 0.02% | −223−4.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 5,060 | $152.2 萬 | 0.00% | +135+2.7% | 加碼 |
| Vise Technologies, Inc. | 4,317 | $154.2 萬 | 0.03% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 5,130 | $154.3 萬 | 0.03% | +260+5.3% | 加碼 |
| South Dakota Investment Council | 5,147 | $154.8 萬 | 0.03% | −2,000−28.0% | 減碼 |
| Ethic Inc. | 5,147 | $154.8 萬 | 0.02% | −267−4.9% | 減碼 |
| Dana Investment Advisors, Inc. | 5,151 | $154.9 萬 | 0.05% | −115−2.2% | 減碼 |
| Virtus Investment Advisers, Inc. | 5,198 | $156.4 萬 | 0.43% | −366−6.6% | 減碼 |
| Future Fund LLC | 5,210 | $156.7 萬 | 0.55% | −131−2.5% | 減碼 |
| Knollwood Investment Advisory, LLC | 5,275 | $158.7 萬 | 0.16% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 5,291 | $159.2 萬 | 0.00% | +764+16.9% | 加碼 |
| Sovereign's Capital Management, LLC | 5,348 | $160.9 萬 | 1.18% | +5,348 | 新進 |
| Coastal Bridge Advisors, LLC | 5,575 | $167.7 萬 | 0.12% | +100+1.8% | 加碼 |
| Ostrum Asset Management | 5,666 | $170.5 萬 | 0.10% | +2,691+90.5% | 加碼 |
| Bank of Nova Scotia | 5,705 | $171.6 萬 | 0.00% | +37+0.7% | 加碼 |
| Farringdon Capital, Ltd. | 5,717 | $172.0 萬 | 0.38% | +5,717 | 新進 |
| Investment Management Corp of Ontario | 5,742 | $172.7 萬 | 0.02% | −371−6.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 5,793 | $174.3 萬 | 0.00% | −768−11.7% | 減碼 |
| Sterling Group Wealth Management, LLC | 5,869 | $176.6 萬 | 0.84% | +42+0.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 5,884 | $177.0 萬 | 0.04% | +2,406+69.2% | 加碼 |
| Garrett Investment Advisors LLC | 5,917 | $178.0 萬 | 0.14% | +99+1.7% | 加碼 |
| Jackson Wealth Management, LLC | 6,018 | $181.0 萬 | 0.19% | −78−1.3% | 減碼 |
| Tobam | 6,043 | $181.8 萬 | 0.47% | −9,462−61.0% | 減碼 |
| Campbell & CO Investment Adviser LLC | 6,166 | $185.5 萬 | 0.11% | +6,166 | 新進 |
| James Investment Research Inc | 6,186 | $186.1 萬 | 0.21% | −154−2.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 6,194 | $186.3 萬 | 0.04% | +1,985+47.2% | 加碼 |
| Brevan Howard Capital Management LP | 6,262 | $188.4 萬 | 0.02% | −14,321−69.6% | 減碼 |
| WealthPoint Financial, LLC | 6,360 | $191.3 萬 | 1.60% | −830−11.5% | 減碼 |
| Rockefeller Capital Management L.P. | 6,400 | $192.5 萬 | 0.00% | +1,193+22.9% | 加碼 |
| Sterling Capital Management LLC | 6,452 | $194.1 萬 | 0.04% | −1,824−22.0% | 減碼 |
| Amalgamated Bank | 6,461 | $194.4 萬 | 0.01% | −710−9.9% | 減碼 |
| Allworth Financial LP | 6,503 | $195.6 萬 | 0.01% | −379−5.5% | 減碼 |
| Dynamic Technology Lab Private Ltd | 6,586 | $198.1 萬 | 0.33% | +5,362+438.1% | 加碼 |
| Mackenzie Financial Corp | 6,588 | $198.2 萬 | 0.00% | +881+15.4% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 6,624 | $199.3 萬 | 0.02% | +6,624 | 新進 |
| Callan Family Office, LLC | 6,674 | $200.8 萬 | 0.05% | +304+4.8% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 6,702 | $201.6 萬 | 0.06% | −48−0.7% | 減碼 |
| Cerity Partners LLC | 6,735 | $202.6 萬 | 0.00% | +42+0.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 6,784 | $204.1 萬 | 0.02% | +1,862+37.8% | 加碼 |
| CIBC World Markets Inc. | 6,880 | $207.0 萬 | 0.00% | +89+1.3% | 加碼 |
| Laurion Capital Management LP | 7,000 | $210.6 萬 | 0.20% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 7,008 | $210.8 萬 | 0.04% | −2,515−26.4% | 減碼 |
| Mutual of America Capital Management LLC | 7,057 | $212.3 萬 | 0.02% | −2,438−25.7% | 減碼 |
| Credit Agricole S A | 7,089 | $213.3 萬 | 0.01% | +351+5.2% | 加碼 |
| Baird Financial Group, Inc. | 7,220 | $217.2 萬 | 0.00% | +519+7.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 7,295 | $219.5 萬 | 0.01% | −35−0.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 7,547 | $221.6 萬 | 0.00% | −431−5.4% | 減碼 |
| HM Payson & Co | 7,380 | $222.0 萬 | 0.03% | −175−2.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 7,468 | $224.7 萬 | 0.01% | 00.0% | 不變 |
| HB Wealth Management, LLC | 7,789 | $234.3 萬 | 0.02% | +124+1.6% | 加碼 |
| Caldwell Trust Co | 7,833 | $235.6 萬 | 0.21% | −50−0.6% | 減碼 |
| Morningstar Investment Management LLC | 7,849 | $236.1 萬 | 0.15% | +2,346+42.6% | 加碼 |
| Intercapital, LLC | 8,000 | $240.7 萬 | 1.33% | +8,000 | 新進 |
| Avanza Fonder AB | 8,043 | $242.0 萬 | 0.07% | 00.0% | 不變 |
| SG Americas Securities, LLC | 8,052 | $242.2 萬 | 0.00% | +2,181+37.1% | 加碼 |
| Dynasty Wealth Management, LLC | 8,148 | $245.1 萬 | 0.02% | −1,391−14.6% | 減碼 |
| J. Goldman & Co LP | 8,300 | $249.7 萬 | 0.12% | +8,300 | 新進 |
| JustInvest LLC | 8,354 | $251.3 萬 | 0.02% | −829−9.0% | 減碼 |
| OP Asset Management Ltd | 8,436 | $253.8 萬 | 0.03% | −477−5.4% | 減碼 |
| Flynn Zito Capital Management, LLC | 8,661 | $260.5 萬 | 0.83% | +6+0.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 8,718 | $263.8 萬 | 0.00% | 00.0% | 不變 |
| Polar Asset Management Partners Inc. | 8,916 | $268.2 萬 | 0.06% | +8,916 | 新進 |