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 |
|---|---|---|---|---|---|
| Catalyst Funds Management Pty Ltd | 17,080 | $513.8 萬 | 0.87% | +5,680+49.8% | 加碼 |
| SEB Asset Management AB | 16,710 | $502.7 萬 | 0.02% | +16,710 | 新進 |
| KR Capital LP | 16,656 | $501.1 萬 | 1.00% | +16,656 | 新進 |
| Knott David M Jr | 16,500 | $496.4 萬 | 2.95% | +16,500 | 新進 |
| ICICI Prudential Asset Management Co Ltd | 16,478 | $495.7 萬 | 0.60% | +8,578+108.6% | 加碼 |
| DnB Asset Management AS | 16,477 | $495.7 萬 | 0.02% | +1,261+8.3% | 加碼 |
| Assenagon Asset Management S.A. | 16,473 | $495.6 萬 | 0.01% | −12,439−43.0% | 減碼 |
| Primecap Management Co | 16,000 | $481.3 萬 | 0.00% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 15,563 | $468.2 萬 | 0.42% | +15,563 | 新進 |
| Eurizon Capital SGR S.p.A. | 15,358 | $462.1 萬 | 0.01% | −117−0.8% | 減碼 |
| Fifth Third Bancorp | 15,263 | $459.1 萬 | 0.01% | +14,914+4,273.4% | 加碼 |
| SCS Capital Management LLC | 15,161 | $456.1 萬 | 0.05% | 00.0% | 不變 |
| Bank of Montreal | 14,728 | $443.1 萬 | 0.00% | +9,601+187.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 14,676 | $441.5 萬 | 0.00% | −119,545−89.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 14,506 | $436.4 萬 | 0.02% | −141−1.0% | 減碼 |
| Advisor Group Holdings, Inc. | 14,362 | $432.1 萬 | 0.01% | +3,289+29.7% | 加碼 |
| Atria Investments LLC | 14,360 | $432.0 萬 | 0.05% | −1,947−11.9% | 減碼 |
| Illinois Municipal Retirement Fund | 14,272 | $429.3 萬 | 0.05% | −5,244−26.9% | 減碼 |
| MML Investors Services, LLC | 14,209 | $427.4 萬 | 0.01% | −4,642−24.6% | 減碼 |
| Swiss Life Asset Management Ltd | 14,113 | $424.6 萬 | 0.02% | +1,461+11.5% | 加碼 |
| Commerce Bank | 13,947 | $419.6 萬 | 0.02% | −731−5.0% | 減碼 |
| 1248 Management, LLC | 13,873 | $417.3 萬 | 1.93% | +13,873 | 新進 |
| United Asset Strategies, Inc. | 13,767 | $414.2 萬 | 0.33% | +564+4.3% | 加碼 |
| Daiwa Securities Group Inc. | 13,748 | $413.6 萬 | 0.01% | +1,275+10.2% | 加碼 |
| Bell Asset Management Ltd | 13,654 | $412.7 萬 | 1.21% | +3,371+32.8% | 加碼 |
| Cinctive Capital Management LP | 13,611 | $409.5 萬 | 0.27% | +13,611 | 新進 |
| Kornitzer Capital Management Inc | 13,500 | $406.1 萬 | 0.09% | 00.0% | 不變 |
| HighTower Advisors, LLC | 13,248 | $398.6 萬 | 0.00% | +528+4.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 13,094 | $394.9 萬 | 0.02% | −667−4.8% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,040 | $392.3 萬 | 0.03% | +56+0.4% | 加碼 |
| Utah Retirement Systems | 12,954 | $389.7 萬 | 0.04% | −215−1.6% | 減碼 |
| KBC Group NV | 12,922 | $388.7 萬 | 0.01% | +9+0.1% | 加碼 |
| NewEdge Wealth, LLC | 12,914 | $388.5 萬 | 0.05% | −7,056−35.3% | 減碼 |
| Lord, Abbett & Co. LLC | 12,700 | $382.1 萬 | 0.01% | +1,584+14.2% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 12,449 | $374.5 萬 | 0.22% | +12,449 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 12,255 | $368.7 萬 | 0.03% | +51+0.4% | 加碼 |
| Cornerstone Wealth Management, LLC | 11,867 | $357.0 萬 | 0.18% | +17+0.1% | 加碼 |
| Man Group plc | 11,821 | $355.6 萬 | 0.01% | −15,399−56.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,526 | $346.7 萬 | 0.01% | +2,531+28.1% | 加碼 |
| Sanctuary Advisors, LLC | 11,486 | $345.5 萬 | 0.02% | −3,768−24.7% | 減碼 |
| CIBC Bancorp USA Inc. | 11,400 | $342.9 萬 | 0.00% | +11,400 | 新進 |
| PensionDanmark Pensionsforsikringsaktieselskab | 11,312 | $340.3 萬 | 0.03% | −1,580−12.3% | 減碼 |
| Kerusso Capital Management LLC | 11,288 | $339.6 萬 | 1.70% | −804−6.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 11,251 | $338.5 萬 | 0.01% | +7,592+207.5% | 加碼 |
| Creative Planning | 11,210 | $337.2 萬 | 0.00% | +1,708+18.0% | 加碼 |
| 2Xideas AG | 11,153 | $335.5 萬 | 1.31% | +116+1.1% | 加碼 |
| Lighthouse Investment Partners, LLC | 11,129 | $334.8 萬 | 0.13% | +11,129 | 新進 |
| Fremen Capital Management LP | 11,078 | $333.3 萬 | 3.09% | −10,254−48.1% | 減碼 |
| British Columbia Investment Management Corp | 11,031 | $331.8 萬 | 0.02% | −3,137−22.1% | 減碼 |
| Annex Advisory Services, LLC | 10,975 | $330.2 萬 | 0.06% | +2,603+31.1% | 加碼 |
| Anchor Investment Management, LLC | 10,884 | $327.4 萬 | 0.27% | +218+2.0% | 加碼 |
| Gradient Investments LLC | 10,881 | $327.3 萬 | 0.05% | +5,280+94.3% | 加碼 |
| Toronto Dominion Bank | 10,836 | $326.0 萬 | 0.01% | −2,191−16.8% | 減碼 |
| Oliver Luxxe Assets LLC | 10,502 | $315.9 萬 | 0.47% | +401+4.0% | 加碼 |
| Allstate Corp | 10,462 | $314.7 萬 | 0.03% | +4,487+75.1% | 加碼 |
| Nissay Asset Management Corp | 10,301 | $309.9 萬 | 0.02% | +63+0.6% | 加碼 |
| TCW Group Inc | 10,110 | $304.1 萬 | 0.02% | −4,658−31.5% | 減碼 |
| Retirement Capital Strategies | 10,041 | $302.1 萬 | 1.14% | 00.0% | 不變 |
| King Luther Capital Management Corp | 9,799 | $294.8 萬 | 0.01% | +2,253+29.9% | 加碼 |
| Impax Asset Management Group plc | 9,702 | $291.9 萬 | 0.02% | −134−1.4% | 減碼 |
| Wealthfront Advisers LLC | 9,614 | $289.2 萬 | 0.01% | +3,230+50.6% | 加碼 |
| STRS Ohio | 9,606 | $289.0 萬 | 0.01% | −3,503−26.7% | 減碼 |
| Commonwealth Equity Services, LLC | 9,560 | $287.6 萬 | 0.00% | −496−4.9% | 減碼 |
| Summit Trail Advisors, LLC | 9,343 | $281.1 萬 | 0.04% | +406+4.5% | 加碼 |
| Beacon Investment Advisors LLC | 9,291 | $279.5 萬 | 1.06% | −96−1.0% | 減碼 |
| Segment Wealth Management, LLC | 9,197 | $276.7 萬 | 0.16% | +9,197 | 新進 |
| Diversified Trust Co | 9,098 | $273.7 萬 | 0.05% | +9,098 | 新進 |
| Greenleaf Trust | 9,088 | $273.4 萬 | 0.03% | −176−1.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 8,940 | $269.0 萬 | 0.00% | +1,228+15.9% | 加碼 |
| Polar Asset Management Partners Inc. | 8,916 | $268.2 萬 | 0.06% | +8,916 | 新進 |
| DekaBank Deutsche Girozentrale | 8,718 | $263.8 萬 | 0.00% | 00.0% | 不變 |
| Flynn Zito Capital Management, LLC | 8,661 | $260.5 萬 | 0.83% | +6+0.1% | 加碼 |
| OP Asset Management Ltd | 8,436 | $253.8 萬 | 0.03% | −477−5.4% | 減碼 |
| JustInvest LLC | 8,354 | $251.3 萬 | 0.02% | −829−9.0% | 減碼 |
| J. Goldman & Co LP | 8,300 | $249.7 萬 | 0.12% | +8,300 | 新進 |
| Dynasty Wealth Management, LLC | 8,148 | $245.1 萬 | 0.02% | −1,391−14.6% | 減碼 |
| SG Americas Securities, LLC | 8,052 | $242.2 萬 | 0.00% | +2,181+37.1% | 加碼 |
| Avanza Fonder AB | 8,043 | $242.0 萬 | 0.07% | 00.0% | 不變 |
| Intercapital, LLC | 8,000 | $240.7 萬 | 1.33% | +8,000 | 新進 |
| Morningstar Investment Management LLC | 7,849 | $236.1 萬 | 0.15% | +2,346+42.6% | 加碼 |
| Caldwell Trust Co | 7,833 | $235.6 萬 | 0.21% | −50−0.6% | 減碼 |
| HB Wealth Management, LLC | 7,789 | $234.3 萬 | 0.02% | +124+1.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,468 | $224.7 萬 | 0.01% | 00.0% | 不變 |
| HM Payson & Co | 7,380 | $222.0 萬 | 0.03% | −175−2.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 7,547 | $221.6 萬 | 0.00% | −431−5.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 7,295 | $219.5 萬 | 0.01% | −35−0.5% | 減碼 |
| Baird Financial Group, Inc. | 7,220 | $217.2 萬 | 0.00% | +519+7.7% | 加碼 |
| Credit Agricole S A | 7,089 | $213.3 萬 | 0.01% | +351+5.2% | 加碼 |
| Mutual of America Capital Management LLC | 7,057 | $212.3 萬 | 0.02% | −2,438−25.7% | 減碼 |
| TD Private Client Wealth LLC | 7,008 | $210.8 萬 | 0.04% | −2,515−26.4% | 減碼 |
| Laurion Capital Management LP | 7,000 | $210.6 萬 | 0.20% | 00.0% | 不變 |
| CIBC World Markets Inc. | 6,880 | $207.0 萬 | 0.00% | +89+1.3% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 6,784 | $204.1 萬 | 0.02% | +1,862+37.8% | 加碼 |
| Cerity Partners LLC | 6,735 | $202.6 萬 | 0.00% | +42+0.6% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 6,702 | $201.6 萬 | 0.06% | −48−0.7% | 減碼 |
| Callan Family Office, LLC | 6,674 | $200.8 萬 | 0.05% | +304+4.8% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 6,624 | $199.3 萬 | 0.02% | +6,624 | 新進 |
| Mackenzie Financial Corp | 6,588 | $198.2 萬 | 0.00% | +881+15.4% | 加碼 |
| Dynamic Technology Lab Private Ltd | 6,586 | $198.1 萬 | 0.33% | +5,362+438.1% | 加碼 |
| Allworth Financial LP | 6,503 | $195.6 萬 | 0.01% | −379−5.5% | 減碼 |