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 |
|---|---|---|---|---|---|
| Resona Asset Management Co.,Ltd. | 24,326 | $731.6 萬 | 0.04% | +497+2.1% | 加碼 |
| Empowered Funds, LLC | 24,339 | $732.2 萬 | 0.05% | +5,985+32.6% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 24,368 | $733.1 萬 | 0.04% | −2,620−9.7% | 減碼 |
| Nomura Asset Management Co Ltd | 25,761 | $775.0 萬 | 0.02% | +184+0.7% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 26,041 | $783.4 萬 | 0.78% | +26,041 | 新進 |
| GW&K Investment Management, LLC | 27,064 | $814.2 萬 | 0.07% | −24,409−47.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 27,298 | $821.2 萬 | 0.03% | 00.0% | 不變 |
| Walleye Capital LLC | 27,379 | $823.6 萬 | 0.05% | +25,911+1,765.1% | 加碼 |
| Private Advisor Group, LLC | 28,192 | $848.1 萬 | 0.04% | −905−3.1% | 減碼 |
| Donaldson Capital Management, LLC | 28,398 | $854.3 萬 | 0.28% | +28,398 | 新進 |
| Foyston, Gordon, & Payne Inc | 28,724 | $864.1 萬 | 1.99% | +28,724 | 新進 |
| Icon Advisers Inc | 28,748 | $864.8 萬 | 2.00% | 00.0% | 不變 |
| ArrowMark Colorado Holdings LLC | 28,835 | $867.4 萬 | 0.23% | +3,000+11.6% | 加碼 |
| Argent Capital Management LLC | 28,855 | $868.0 萬 | 0.27% | +9,728+50.9% | 加碼 |
| Asset Management One Co.,Ltd. | 29,576 | $889.7 萬 | 0.03% | −658−2.2% | 減碼 |
| Basswood Capital Management, L.L.C. | 30,206 | $908.7 萬 | 0.46% | +30,206 | 新進 |
| Mn Services Vermogensbeheer B.V. | 30,742 | $924.8 萬 | 0.06% | 00.0% | 不變 |
| Tredje AP-fonden | 31,090 | $935.3 萬 | 0.05% | +22,877+278.5% | 加碼 |
| Korea Investment CORP | 31,213 | $939.0 萬 | 0.02% | −25,498−45.0% | 減碼 |
| KLP Kapitalforvaltning AS | 31,300 | $941.6 萬 | 0.04% | +600+2.0% | 加碼 |
| CI Private Wealth, LLC | 32,562 | $977.7 萬 | 0.01% | −389−1.2% | 減碼 |
| AQR Capital Management LLC | 32,925 | $990.5 萬 | 0.00% | +9,477+40.4% | 加碼 |
| Captrust Financial Advisors | 33,174 | $997.9 萬 | 0.02% | −3,516−9.6% | 減碼 |
| Pathstone Holdings, LLC | 33,984 | $1,022 萬 | 0.04% | −1,307−3.7% | 減碼 |
| KWB Wealth | 28,624 | $1,022 萬 | 1.01% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 34,114 | $1,026 萬 | 0.03% | +731+2.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 34,429 | $1,036 萬 | 0.03% | −1,317−3.7% | 減碼 |
| LTS One Management LP | 34,600 | $1,041 萬 | 4.36% | −6,800−16.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,991 | $1,067 萬 | 0.01% | +5,524+18.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,853 | $1,109 萬 | 0.02% | −951−2.5% | 減碼 |
| Thornburg Investment Management Inc | 37,010 | $1,113 萬 | 0.12% | +7,540+25.6% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 37,605 | $1,131 萬 | 0.28% | +3,923+11.6% | 加碼 |
| La Banque Postale Asset Management SA | 37,605 | $1,131 萬 | 0.15% | +3,311+9.7% | 加碼 |
| Whittier Trust Co | 40,451 | $1,191 萬 | 0.13% | +4,070+11.2% | 加碼 |
| Vanguard Investments Australia, Ltd. | 39,653 | $1,193 萬 | 0.03% | +39,653 | 新進 |
| Vanguard Global Advisers, LLC | 39,696 | $1,194 萬 | 0.01% | +39,696 | 新進 |
| Pictet Asset Management Holding SA | 39,830 | $1,198 萬 | 0.01% | −4,633−10.4% | 減碼 |
| Interval Partners, LP | 41,091 | $1,236 萬 | 0.43% | +41,091 | 新進 |
| New York State Common Retirement Fund | 43,641 | $1,313 萬 | 0.02% | 00.0% | 不變 |
| HSBC Holdings PLC | 43,796 | $1,318 萬 | 0.01% | −14,615−25.0% | 減碼 |
| LRZ Capital LLC | 44,950 | $1,352 萬 | 6.77% | +4,155+10.2% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 45,279 | $1,360 萬 | 0.02% | +2,694+6.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 45,357 | $1,364 萬 | 0.01% | +10,053+28.5% | 加碼 |
| Winmill & Co. Inc | 46,500 | $1,399 萬 | 4.04% | −2,360−4.8% | 減碼 |
| Quantinno Capital Management LP | 46,516 | $1,399 萬 | 0.02% | +11,570+33.1% | 加碼 |
| Natixis Advisors, L.P. | 47,248 | $1,421 萬 | 0.02% | +6,414+15.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 47,550 | $1,430 萬 | 0.13% | +14,896+45.6% | 加碼 |
| Mawer Investment Management Ltd. | 48,723 | $1,466 萬 | 0.09% | −883−1.8% | 減碼 |
| Teca Partners, LP | 50,078 | $1,506 萬 | 12.02% | +8,547+20.6% | 加碼 |
| Point72 Asset Management, L.P. | 50,643 | $1,523 萬 | 0.03% | +31,865+169.7% | 加碼 |
| Artemis Investment Management LLP | 51,927 | $1,562 萬 | 0.17% | −11,341−17.9% | 減碼 |
| State of Wisconsin Investment Board | 55,553 | $1,671 萬 | 0.04% | +11,565+26.3% | 加碼 |
| Russell Investments Group, Ltd. | 56,633 | $1,703 萬 | 0.02% | −2,501−4.2% | 減碼 |
| Swedbank AB | 58,348 | $1,755 萬 | 0.02% | −14,139−19.5% | 減碼 |
| Lynwood Price Capital Management LP | 59,500 | $1,790 萬 | 9.62% | −10,500−15.0% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 64,000 | $1,925 萬 | 0.03% | +24,000+60.0% | 加碼 |
| TD Waterhouse Canada Inc. | 67,391 | $1,943 萬 | 0.06% | +67,358+204,115.2% | 加碼 |
| Royal London Asset Management Ltd | 64,965 | $1,954 萬 | 0.04% | +42+0.1% | 加碼 |
| Buckingham Strategic Partners | 68,815 | $2,070 萬 | 0.21% | −30,995−31.1% | 減碼 |
| Aviva PLC | 68,824 | $2,070 萬 | 0.03% | +1,885+2.8% | 加碼 |
| Family Wealth Partners, LLC | 71,531 | $2,152 萬 | 7.35% | −30,474−29.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 71,944 | $2,164 萬 | 0.04% | −253−0.4% | 減碼 |
| Ensign Peak Advisors, Inc | 72,862 | $2,192 萬 | 0.04% | −37,016−33.7% | 減碼 |
| Picton Mahoney Asset Management | 73,050 | $2,198 萬 | 0.23% | +37,637+106.3% | 加碼 |
| Trillium Asset Management, LLC | 72,595 | $2,220 萬 | 0.74% | −1,685−2.3% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 74,731 | $2,410 萬 | 1.38% | +9,403+14.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 85,931 | $2,585 萬 | 0.02% | +7,939+10.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 89,762 | $2,700 萬 | 0.22% | +74,779+499.1% | 加碼 |
| Barclays PLC | 92,598 | $2,786 萬 | 0.01% | +3,811+4.3% | 加碼 |
| First Trust Advisors LP | 93,551 | $2,814 萬 | 0.02% | −4,977−5.1% | 減碼 |
| Cander Asset Management LP | 95,330 | $2,868 萬 | 5.15% | +34,782+57.4% | 加碼 |
| Clarkston Capital Partners, LLC | 96,404 | $2,900 萬 | 2.21% | −205,080−68.0% | 減碼 |
| Standard Life Aberdeen plc | 98,444 | $2,961 萬 | 0.05% | +1,013+1.0% | 加碼 |
| Jane Street Group, LLC | 98,615 | $2,967 萬 | 0.03% | +94,795+2,481.5% | 加碼 |
| Danske Bank A/S | 99,640 | $2,997 萬 | 0.07% | −24,693−19.9% | 減碼 |
| Champlain Investment Partners, LLC | 101,050 | $3,040 萬 | 0.39% | +101,050 | 新進 |
| Rhumbline Advisers | 101,065 | $3,040 萬 | 0.03% | +309+0.3% | 加碼 |
| Jain Global LLC | 102,208 | $3,075 萬 | 0.39% | −29,319−22.3% | 減碼 |
| Susquehanna International Group, LLP | 108,195 | $3,255 萬 | 0.04% | +65,510+153.5% | 加碼 |
| Westwood Holdings Group Inc. | 109,442 | $3,292 萬 | 0.24% | −28,598−20.7% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 114,846 | $3,455 萬 | 0.10% | 00.0% | 不變 |
| California State Teachers Retirement System | 117,376 | $3,531 萬 | 0.04% | −2,275−1.9% | 減碼 |
| Perpetual Ltd | 117,574 | $3,537 萬 | 0.54% | +16,141+15.9% | 加碼 |
| Renaissance Technologies LLC | 120,540 | $3,626 萬 | 0.06% | +6,480+5.7% | 加碼 |
| Bamco Inc | 121,778 | $3,663 萬 | 0.11% | −53,467−30.5% | 減碼 |
| Amundi | 125,776 | $3,784 萬 | 0.01% | −44,978−26.3% | 減碼 |
| SEI Investments Co | 126,774 | $3,813 萬 | 0.04% | +14,967+13.4% | 加碼 |
| Neuberger Berman Group LLC | 127,421 | $3,833 萬 | 0.03% | +122,264+2,370.8% | 加碼 |
| Citigroup Inc | 128,597 | $3,869 萬 | 0.02% | +29,441+29.7% | 加碼 |
| Ceredex Value Advisors LLC | 132,920 | $3,999 萬 | 1.26% | +132,920 | 新進 |
| Jennison Associates LLC | 135,221 | $4,068 萬 | 0.03% | +23,554+21.1% | 加碼 |
| Hudson Bay Capital Management LP | 135,324 | $4,071 萬 | 0.24% | +55,227+69.0% | 加碼 |
| Diamond Hill Capital Management Inc | 136,548 | $4,108 萬 | 0.26% | +102,244+298.1% | 加碼 |
| Vanguard Asset Management, Ltd | 136,888 | $4,118 萬 | 0.04% | +136,888 | 新進 |
| National Pension Service | 140,551 | $4,228 萬 | 0.03% | +14,526+11.5% | 加碼 |
| LPL Financial LLC | 142,118 | $4,275 萬 | 0.01% | +7,479+5.6% | 加碼 |
| Wellington Management Group LLP | 142,137 | $4,276 萬 | 0.01% | −6,315−4.3% | 減碼 |
| California Public Employees Retirement System | 143,288 | $4,311 萬 | 0.03% | −9,380−6.1% | 減碼 |
| Brown Brothers Harriman & Co | 146,193 | $4,398 萬 | 0.24% | −40,891−21.9% | 減碼 |
| Alyeska Investment Group, L.P. | 155,438 | $4,676 萬 | 0.13% | +155,438 | 新進 |