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 |
|---|---|---|---|---|---|
| Barclays PLC | 92,598 | $2,786 萬 | 0.01% | +3,811+4.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 89,762 | $2,700 萬 | 0.22% | +74,779+499.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 85,931 | $2,585 萬 | 0.02% | +7,939+10.2% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 74,731 | $2,410 萬 | 1.38% | +9,403+14.4% | 加碼 |
| Trillium Asset Management, LLC | 72,595 | $2,220 萬 | 0.74% | −1,685−2.3% | 減碼 |
| Picton Mahoney Asset Management | 73,050 | $2,198 萬 | 0.23% | +37,637+106.3% | 加碼 |
| Ensign Peak Advisors, Inc | 72,862 | $2,192 萬 | 0.04% | −37,016−33.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 71,944 | $2,164 萬 | 0.04% | −253−0.4% | 減碼 |
| Family Wealth Partners, LLC | 71,531 | $2,152 萬 | 7.35% | −30,474−29.9% | 減碼 |
| Aviva PLC | 68,824 | $2,070 萬 | 0.03% | +1,885+2.8% | 加碼 |
| Buckingham Strategic Partners | 68,815 | $2,070 萬 | 0.21% | −30,995−31.1% | 減碼 |
| Royal London Asset Management Ltd | 64,965 | $1,954 萬 | 0.04% | +42+0.1% | 加碼 |
| TD Waterhouse Canada Inc. | 67,391 | $1,943 萬 | 0.06% | +67,358+204,115.2% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 64,000 | $1,925 萬 | 0.03% | +24,000+60.0% | 加碼 |
| Lynwood Price Capital Management LP | 59,500 | $1,790 萬 | 9.62% | −10,500−15.0% | 減碼 |
| Swedbank AB | 58,348 | $1,755 萬 | 0.02% | −14,139−19.5% | 減碼 |
| Russell Investments Group, Ltd. | 56,633 | $1,703 萬 | 0.02% | −2,501−4.2% | 減碼 |
| State of Wisconsin Investment Board | 55,553 | $1,671 萬 | 0.04% | +11,565+26.3% | 加碼 |
| Artemis Investment Management LLP | 51,927 | $1,562 萬 | 0.17% | −11,341−17.9% | 減碼 |
| Point72 Asset Management, L.P. | 50,643 | $1,523 萬 | 0.03% | +31,865+169.7% | 加碼 |
| Teca Partners, LP | 50,078 | $1,506 萬 | 12.02% | +8,547+20.6% | 加碼 |
| Mawer Investment Management Ltd. | 48,723 | $1,466 萬 | 0.09% | −883−1.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 47,550 | $1,430 萬 | 0.13% | +14,896+45.6% | 加碼 |
| Natixis Advisors, L.P. | 47,248 | $1,421 萬 | 0.02% | +6,414+15.7% | 加碼 |
| Quantinno Capital Management LP | 46,516 | $1,399 萬 | 0.02% | +11,570+33.1% | 加碼 |
| Winmill & Co. Inc | 46,500 | $1,399 萬 | 4.04% | −2,360−4.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 45,357 | $1,364 萬 | 0.01% | +10,053+28.5% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 45,279 | $1,360 萬 | 0.02% | +2,694+6.3% | 加碼 |
| LRZ Capital LLC | 44,950 | $1,352 萬 | 6.77% | +4,155+10.2% | 加碼 |
| HSBC Holdings PLC | 43,796 | $1,318 萬 | 0.01% | −14,615−25.0% | 減碼 |
| New York State Common Retirement Fund | 43,641 | $1,313 萬 | 0.02% | 00.0% | 不變 |
| Interval Partners, LP | 41,091 | $1,236 萬 | 0.43% | +41,091 | 新進 |
| Pictet Asset Management Holding SA | 39,830 | $1,198 萬 | 0.01% | −4,633−10.4% | 減碼 |
| Vanguard Global Advisers, LLC | 39,696 | $1,194 萬 | 0.01% | +39,696 | 新進 |
| Vanguard Investments Australia, Ltd. | 39,653 | $1,193 萬 | 0.03% | +39,653 | 新進 |
| Whittier Trust Co | 40,451 | $1,191 萬 | 0.13% | +4,070+11.2% | 加碼 |
| La Banque Postale Asset Management SA | 37,605 | $1,131 萬 | 0.15% | +3,311+9.7% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 37,605 | $1,131 萬 | 0.28% | +3,923+11.6% | 加碼 |
| Thornburg Investment Management Inc | 37,010 | $1,113 萬 | 0.12% | +7,540+25.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,853 | $1,109 萬 | 0.02% | −951−2.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,991 | $1,067 萬 | 0.01% | +5,524+18.7% | 加碼 |
| LTS One Management LP | 34,600 | $1,041 萬 | 4.36% | −6,800−16.4% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 34,429 | $1,036 萬 | 0.03% | −1,317−3.7% | 減碼 |
| Treasurer of the State of North Carolina | 34,114 | $1,026 萬 | 0.03% | +731+2.2% | 加碼 |
| KWB Wealth | 28,624 | $1,022 萬 | 1.01% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 33,984 | $1,022 萬 | 0.04% | −1,307−3.7% | 減碼 |
| Captrust Financial Advisors | 33,174 | $997.9 萬 | 0.02% | −3,516−9.6% | 減碼 |
| AQR Capital Management LLC | 32,925 | $990.5 萬 | 0.00% | +9,477+40.4% | 加碼 |
| CI Private Wealth, LLC | 32,562 | $977.7 萬 | 0.01% | −389−1.2% | 減碼 |
| KLP Kapitalforvaltning AS | 31,300 | $941.6 萬 | 0.04% | +600+2.0% | 加碼 |
| Korea Investment CORP | 31,213 | $939.0 萬 | 0.02% | −25,498−45.0% | 減碼 |
| Tredje AP-fonden | 31,090 | $935.3 萬 | 0.05% | +22,877+278.5% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 30,742 | $924.8 萬 | 0.06% | 00.0% | 不變 |
| Basswood Capital Management, L.L.C. | 30,206 | $908.7 萬 | 0.46% | +30,206 | 新進 |
| Asset Management One Co.,Ltd. | 29,576 | $889.7 萬 | 0.03% | −658−2.2% | 減碼 |
| Argent Capital Management LLC | 28,855 | $868.0 萬 | 0.27% | +9,728+50.9% | 加碼 |
| ArrowMark Colorado Holdings LLC | 28,835 | $867.4 萬 | 0.23% | +3,000+11.6% | 加碼 |
| Icon Advisers Inc | 28,748 | $864.8 萬 | 2.00% | 00.0% | 不變 |
| Foyston, Gordon, & Payne Inc | 28,724 | $864.1 萬 | 1.99% | +28,724 | 新進 |
| Donaldson Capital Management, LLC | 28,398 | $854.3 萬 | 0.28% | +28,398 | 新進 |
| Private Advisor Group, LLC | 28,192 | $848.1 萬 | 0.04% | −905−3.1% | 減碼 |
| Walleye Capital LLC | 27,379 | $823.6 萬 | 0.05% | +25,911+1,765.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 27,298 | $821.2 萬 | 0.03% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 27,064 | $814.2 萬 | 0.07% | −24,409−47.4% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 26,041 | $783.4 萬 | 0.78% | +26,041 | 新進 |
| Nomura Asset Management Co Ltd | 25,761 | $775.0 萬 | 0.02% | +184+0.7% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 24,368 | $733.1 萬 | 0.04% | −2,620−9.7% | 減碼 |
| Empowered Funds, LLC | 24,339 | $732.2 萬 | 0.05% | +5,985+32.6% | 加碼 |
| Resona Asset Management Co.,Ltd. | 24,326 | $731.6 萬 | 0.04% | +497+2.1% | 加碼 |
| Public Employees Retirement System of Ohio | 24,222 | $728.7 萬 | 0.02% | −688−2.8% | 減碼 |
| Great West Life Assurance Co | 23,755 | $716.7 萬 | 0.01% | −427−1.8% | 減碼 |
| Nordea Investment Management AB | 23,503 | $700.1 萬 | 0.01% | +15,472+192.7% | 加碼 |
| Handelsbanken Fonder AB | 22,581 | $679.3 萬 | 0.02% | 00.0% | 不變 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 22,440 | $675.1 萬 | 0.04% | +7,620+51.4% | 加碼 |
| Gillson Capital LP | 22,000 | $661.8 萬 | 0.54% | +22,000 | 新進 |
| Storebrand Asset Management AS | 21,953 | $660.4 萬 | 0.02% | −9,735−30.7% | 減碼 |
| Arizona State Retirement System | 21,748 | $654.2 萬 | 0.04% | −215−1.0% | 減碼 |
| EFG International AG | 20,734 | $623.8 萬 | 0.13% | −628−2.9% | 減碼 |
| Jones Financial Companies LLLP | 20,923 | $621.2 萬 | 0.00% | +18,906+937.3% | 加碼 |
| Squarepoint Ops LLC | 20,456 | $615.4 萬 | 0.01% | +20,456 | 新進 |
| Whittier Trust Co of Nevada Inc | 20,868 | $614.5 萬 | 0.13% | +1,088+5.5% | 加碼 |
| Kennedy Capital Management, Inc. | 20,176 | $607.0 萬 | 0.13% | −57−0.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 19,923 | $599.3 萬 | 0.01% | +10,802+118.4% | 加碼 |
| Reinhart Partners, Inc. | 19,751 | $594.2 萬 | 0.17% | −1,125−5.4% | 減碼 |
| Winthrop Advisory Group LLC | 19,665 | $591.6 萬 | 0.48% | −58−0.3% | 減碼 |
| Janney Montgomery Scott LLC | 19,661 | $591.5 萬 | 0.01% | −42,061−68.1% | 減碼 |
| Iridian Asset Management LLC | 19,518 | $587.2 萬 | 2.38% | +5,133+35.7% | 加碼 |
| Cetera Investment Advisers | 19,511 | $587.0 萬 | 0.01% | +752+4.0% | 加碼 |
| Silvant Capital Management LLC | 19,260 | $579.4 萬 | 0.20% | +4,681+32.1% | 加碼 |
| IFM Investors Pty Ltd | 19,251 | $579.1 萬 | 0.05% | +1,197+6.6% | 加碼 |
| Xponance, Inc. | 18,963 | $570.5 萬 | 0.04% | +1,581+9.1% | 加碼 |
| US Bancorp | 18,839 | $566.8 萬 | 0.01% | −1,026−5.2% | 減碼 |
| SummitTX Capital, L.P. | 18,466 | $555.5 萬 | 0.18% | +18,466 | 新進 |
| Vestmark Advisory Solutions, Inc. | 18,136 | $545.6 萬 | 0.06% | −7,779−30.0% | 減碼 |
| Karl Kapital LLC | 17,994 | $541.3 萬 | 3.75% | +17,994 | 新進 |
| Brant Point Investment Management LLC | 17,964 | $540.4 萬 | 1.48% | −2,776−13.4% | 減碼 |
| Eagle Rock Investment Company, LLC | 17,900 | $538.5 萬 | 0.78% | +20+0.1% | 加碼 |
| XTX Topco Ltd | 17,186 | $517.0 萬 | 0.09% | +17,186 | 新進 |
| Blair William & Co | 17,170 | $516.5 萬 | 0.01% | +11,593+207.9% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,115 | $514.9 萬 | 0.09% | +623+3.8% | 加碼 |