LPL Financial Holdings Inc.

LPLA

交易所: Nasdaq
產業: Security & Commodity Brokers, Dealers, Exchanges & Services
SEC CIK: 0001397911

SEC 申報列表（在新分頁開啟）

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 2 季與 2026 年第 1 季比較

持有 LPL Financial Holdings Inc. 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人 2026 年第 1 季全部持有人

LPLA 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目	2026 年第 1 季	其中尚未申報 2026 年第 2 季	2026 年第 2 季	變化
持有家數	769	4	768	+3
股數	8,234 萬	367.2 萬	8,289 萬	+422.3 萬 (+5.4%)
市值	$248.3 億	$11.0 億	$233.4 億	−$3.86 億 (−1.6%)

4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（95 家）

2026 年第 2 季季末持有 LPL Financial Holdings Inc.、2026 年第 1 季季末沒有持有的機構。

2026 年第 2 季新進 LPLA 的機構
機構	股數	市值	佔組合 %
Jupiter Topco LLC	4,198,356	$11.8 億	0.48%
Norges Bank	1,054,523	$2.97 億	0.03%
Marshall Wace, LLP	975,627	$2.75 億	0.23%
Castle Hook Partners LP	406,916	$1.15 億	1.23%
Qube Research & Technologies Ltd	344,500	$9,704 萬	0.11%
Capricorn Fund Managers Ltd	194,812	$5,487 萬	4.39%
Longaeva Partners L.P.	186,650	$5,258 萬	1.52%
Freestone Grove Partners LP	178,123	$5,017 萬	0.33%
Balyasny Asset Management LLC	161,641	$4,553 萬	0.08%
Goldentree Asset Management LP	155,495	$4,373 萬	2.54%
Solel Partners LP	137,000	$3,859 萬	6.56%
HMI Capital Management, L.P.	118,600	$3,341 萬	4.87%
Discovery Capital Management, LLC	93,500	$2,634 萬	1.09%
Healthcare of Ontario Pension Plan Trust Fund	66,000	$1,859 萬	0.03%
Hiddenite Capital Partners LP	60,000	$1,690 萬	4.15%
Moore Capital Management, LP	55,840	$1,573 萬	0.36%
Trexquant Investment LP	47,198	$1,329 萬	0.08%
Aquatic Capital Management LLC	37,707	$1,062 萬	0.36%
Logan Capital Management Inc	35,802	$1,008 萬	0.38%
Jump Financial, LLC	31,613	$890.5 萬	0.08%
FJ Capital Management LLC	29,967	$844.1 萬	1.10%
Nykredit A/S	29,959	$843.9 萬	0.03%
Y-Intercept (Hong Kong) Ltd	26,484	$746.0 萬	0.15%
Heights Point Management, LP	24,897	$701.3 萬	5.58%
BW Gestao de Investimentos Ltda.	22,341	$629.3 萬	0.15%
Freshford Capital Management, LLC	16,624	$468.3 萬	1.60%
Aigen Investment Management, LP	11,395	$321.0 萬	0.88%
Tudor Investment Corp Et Al	9,632	$271.3 萬	0.01%
Decatur Capital Management, Inc.	7,227	$203.6 萬	0.69%
Bridgewater Associates, LP	6,900	$194.4 萬	0.01%
Stance Capital LLC	6,042	$170.2 萬	0.52%
Twinbeech Capital LP	5,320	$149.9 萬	0.27%
Kentucky Retirement Systems	5,030	$141.7 萬	0.04%
Fideuram Asset Management (Ireland) dac	4,643	$137.7 萬	0.03%
Edgestream Partners, L.P.	4,808	$135.4 萬	0.04%
Gsa Capital Partners LLP	3,658	$103.0 萬	0.06%
Banco Bilbao Vizcaya Argentaria, S.A.	3,433	$96.5 萬	0.01%
Jefferies Financial Group Inc.	3,256	$91.7 萬	0.01%
LMR Partners LLP	2,655	$74.8 萬	0.01%
Dockside LLC	2,452	$69.1 萬	0.16%
Fox Run Management, L.L.C.	2,411	$67.9 萬	0.11%
ProShare Advisors LLC	2,112	$59.5 萬	0.00%
Blueshift Asset Management, LLC	1,806	$50.9 萬	0.12%
Natixis	1,703	$48.0 萬	0.00%
Prelude Capital Management, LLC	1,484	$41.8 萬	0.03%
Global Retirement Partners, LLC	1,328	$37.4 萬	0.01%
111 Capital	1,324	$37.3 萬	0.06%
WP Advisors, LLC	1,206	$34.0 萬	0.08%
AlphaCore Capital LLC	1,140	$32.1 萬	0.01%
Michael B. Yongue	1,124	$31.7 萬	0.22%
Oxford Asset Management LLP	1,121	$31.6 萬	0.16%
Veratis Advisors, Inc.	1,100	$31.0 萬	0.22%
Engineers Gate Manager LP	1,047	$29.5 萬	0.00%
Legacy Wealth Asset Management, LLC	988	$27.8 萬	0.06%
Bayesian Capital Management, LP	962	$27.1 萬	0.17%
Atom Investors LP	916	$25.8 萬	0.02%
Wedbush Securities Inc	902	$25.4 萬	0.01%
Patriot Financial Group Insurance Agency, LLC	899	$25.3 萬	0.03%
IFG Advisory, LLC	872	$24.6 萬	0.01%
StoneX Group Inc.	824	$23.0 萬	0.01%
HBK Sorce Advisory LLC	597	$21.5 萬	0.00%
Summit Financial, LLC	757	$21.3 萬	0.00%
Centiva Capital, LP	733	$20.6 萬	0.01%
Level Four Advisory Services, LLC	732	$20.6 萬	0.01%
University of Texas/Texas Am Investment Managment Co	724	$20.4 萬	0.02%
CTC Alternative Strategies, Ltd.	720	$20.3 萬	0.29%
Peapack Gladstone Financial Corp	710	$20.0 萬	0.00%
Simplex Trading, LLC	539	$15.2 萬	0.00%
Stephenson National Bank & Trust	286	$8.06 萬	0.02%
Harbor Investment Advisory, LLC	209	$5.89 萬	0.00%
Walleye Trading LLC	128	$3.61 萬	0.00%
Regatta Research & Money Management	83	$2.34 萬	0.02%
Crewe Advisors LLC	68	$1.92 萬	0.00%
Action Point Financial Planning, LLC	43	$1.15 萬	0.00%
Buck Wealth Strategies, LLC	26	$7,363	0.00%
Concord Wealth Partners	24	$6,760	0.00%
Silver Grove Financial Group, Inc.	22	$6,200	0.00%
Ameritas Advisory Services, LLC	22	$6,197	0.00%
Bokf, NA	20	$5,634	0.00%
Cape Investment Advisory, Inc.	15	$4,225	0.00%
Creative Capital Management Investments LLC	14	$3,944	0.00%
Chesapeake Asset Management LLC	11	$3,098	0.00%
West Paces Advisors Inc.	10	$2,817	0.00%
Webster Bank, N. A.	9	$2,535	0.00%
Planning Strategies Inc.	5	$1,408	0.00%
Synergy Investment Management, LLC	3	$1,013	0.00%
DecisionPoint Financial, LLC	2	$587	0.00%
Salem Investment Counselors Inc	2	$564	0.00%
Davis Capital Management	2	$563	0.00%
Bare Financial Services, Inc	2	$563	0.00%
Maryland Capital Advisors Inc.	1	$282	0.00%
Downshift Financial, LLC	1	$282	0.00%
Darwin Advisors, LLC	0	$214	0.00%
Halbert Hargrove Global Advisors, LLC	1	$155	0.00%
Navigoe, LLC	1	$0	0.00%

清倉機構（92 家）

2026 年第 1 季季末持有 LPL Financial Holdings Inc.、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 LPLA 的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
Cantillon Capital Management LLC	324,927	$9,775 萬
Junto Capital Management LP	238,515	$7,175 萬
Westwood Holdings Group Inc.	109,442	$3,292 萬
Lynwood Price Capital Management LP	59,500	$1,790 萬
Artemis Investment Management LLP	51,927	$1,562 萬
Munich Reinsurance Co Stock Corp in Munich	37,605	$1,131 萬
Donaldson Capital Management, LLC	28,398	$854.3 萬
1248 Management, LLC	13,873	$417.3 萬
Cinctive Capital Management LP	13,611	$409.5 萬
Kornitzer Capital Management Inc	13,500	$406.1 萬
J. Goldman & Co LP	8,300	$249.7 萬
Laurion Capital Management LP	7,000	$210.6 萬
Jackson Wealth Management, LLC	6,018	$181.0 萬
Farringdon Capital, Ltd.	5,717	$172.0 萬
Coastal Bridge Advisors, LLC	5,575	$167.7 萬
Future Fund LLC	5,210	$156.7 萬
Virtus Investment Advisers, Inc.	5,198	$156.4 萬
South Dakota Investment Council	5,147	$154.8 萬
Paradigm Asset Management Co LLC	4,500	$135.4 萬
ASR Vermogensbeheer N.V.	4,251	$127.9 萬
AG2R la Mondiale Gestion D'Actifs	4,043	$121.6 萬
SkyView Investment Advisors, LLC	3,384	$101.8 萬
Twin Tree Management, LP	3,171	$95.4 萬
Federated Hermes, Inc.	3,067	$92.3 萬
Greenland Capital Management LP	2,600	$78.2 萬
Northwest & Ethical Investments L.P.	2,595	$76.4 萬
Matrix Trust Co	2,093	$63.0 萬
Triad Wealth Partners, LLC	2,011	$60.5 萬
Sowell Financial Services LLC	1,941	$58.4 萬
Potentia Wealth	1,580	$47.5 萬
DRW Securities, LLC	1,330	$40.0 萬
Canada Pension Plan Investment Board	1,320	$39.7 萬
Prossimo Advisors, LLC	1,300	$39.1 萬
Teacher Retirement System of Texas	1,194	$35.9 萬
denkapparat Operations GmbH	1,118	$33.6 萬
Impact Investors, Inc	1,042	$31.3 萬
Heritage Family Offices, LLP	1,031	$31.0 萬
Valeo Financial Advisors, LLC	897	$27.0 萬
Equitable Holdings, Inc.	695	$24.8 萬
Texas Capital Bank Wealth Management Services Inc	786	$23.6 萬
Metis Global Partners, LLC	766	$23.0 萬
Intrust Bank NA	750	$22.6 萬
Integrated Advisors Network LLC	712	$21.4 萬
Abacus Wealth Partners, LLC	711	$21.4 萬
One Day In July LLC	702	$21.1 萬
WoodTrust Financial Corp	702	$21.1 萬
Net Worth Advisory Group	695	$20.9 萬
WealthCare Investment Partners, LLC	680	$20.4 萬
Transcend Wealth Collective, LLC	676	$20.3 萬
Beese Fulmer Investment Management, Inc.	676	$20.3 萬
OV Management LLC	674	$20.3 萬
Drive Wealth Management, LLC	671	$20.2 萬
Natural Investments, LLC	671	$20.1 萬
PCB Capital LLC	666	$20.0 萬
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	642	$19.3 萬
State of Wyoming	260	$7.82 萬
Advisory Services Network, LLC	258	$7.77 萬
Park Place Capital Corp	133	$4.00 萬
Bank of Jackson Hole Trust	123	$3.70 萬
Chung Wu Investment Group, LLC	100	$3.01 萬
Opal Wealth Advisors, LLC	82	$2.47 萬
Exchange Traded Concepts, LLC	82	$2.47 萬
Wellington Grp LLC	75	$2.26 萬
RWM Asset Management, LLC	50	$1.50 萬
Plante Moran Financial Advisors, LLC	48	$1.44 萬
Beacon Investment Advisory Services, Inc.	34	$1.02 萬
Global X Japan Co., Ltd.	27	$8,122
Basecamp Wealth Advisors LLC	19	$5,716
Richardson Capital Management LLC	16	$4,813
Philadelphia Investment Partners, LLC	15	$4,520
Colonial Trust Advisors	15	$4,512
First Pacific Financial	13	$3,911
Chilton Capital Management LLC	10	$3,009
Rachor Investment Advisory Services, LLC	8	$2,407
Spire Wealth Management	7	$2,241
Maseco LLP	7	$2,108
United Financial Planning Group LLC	7	$2,106
First Eagle Investment Management, LLC	6	$1,805
Raleigh Capital Management Inc.	6	$1,805
Abound Wealth Management	6	$1,805
Annis Gardner Whiting Capital Advisors, LLC	6	$1,805
Vermillion Wealth Management, Inc.	5	$1,504
Operose Advisors LLC	5	$1,504
Aspect Partners, LLC	5	$1,504
Twin Peaks Wealth Advisors, LLC	4	$1,203
Cassaday & Co Wealth Management LLC	3	$903
North Star Investment Management Corp.	2	$602
Quaker Wealth Management, LLC	2	$602
Curio Wealth, LLC	2	$602
Johnson Financial Group, Inc.	1	$301
TFC Financial Management	1	$301
TopTier Wealth Management, LLC	1	$301

尚未申報 2026 年第 2 季的機構（4 家）

2026 年第 1 季季末持有 LPL Financial Holdings Inc.、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 LPLA、尚未申報 2026 年第 2 季的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
Janus Henderson Group PLC	3,666,780	$11.0 億
CWM, LLC	1,973	$59.4 萬
Gibbs Wealth Management	1,830	$55.1 萬
DGS Capital Management, LLC	1,414	$42.5 萬