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 2 季 13F 持有人
LPL Financial Holdings Inc. 在 2026/6/30 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
- 768
- 較 2026 年第 1 季 +3 家
- 持有股數
- 8,289 萬
- 較 2026 年第 1 季 +422.3 萬 (+5.4%)
- 總市值
- $233.4 億
- 較 2026 年第 1 季 −$3.86 億 (−1.6%)
- 新進機構
- 95
- 另有 256 家加碼
- 清倉機構
- 92
- 另有 303 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Malaga Cove Capital, LLC | 1,664 | $46.9 萬 | 0.15% | +847+103.7% | 加碼 |
| Compton Financial Group, LLC | 1,666 | $46.9 萬 | 0.09% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,666 | $46.9 萬 | 0.01% | +37+2.3% | 加碼 |
| Emerald Advisers, LLC | 1,672 | $47.1 萬 | 0.01% | 00.0% | 不變 |
| Prudential PLC | 1,681 | $47.4 萬 | 0.00% | 00.0% | 不變 |
| Magnolia Private Wealth, LLC | 1,685 | $47.5 萬 | 0.26% | +41+2.5% | 加碼 |
| Natixis | 1,703 | $48.0 萬 | 0.00% | +1,703 | 新進 |
| Sanchez Wealth Management Group | 1,717 | $48.4 萬 | 0.08% | +2+0.1% | 加碼 |
| Cresset Asset Management, LLC | 1,733 | $48.8 萬 | 0.00% | −36−2.0% | 減碼 |
| Laird Norton Trust Company, LLC | 1,734 | $48.8 萬 | 0.01% | −66−3.7% | 減碼 |
| Yousif Capital Management, LLC | 1,745 | $49.2 萬 | 0.01% | +14+0.8% | 加碼 |
| Wedmont Private Capital | 1,554 | $49.3 萬 | 0.01% | +6+0.4% | 加碼 |
| Advisors Asset Management, Inc. | 1,775 | $50.0 萬 | 0.01% | −716−28.7% | 減碼 |
| Blueshift Asset Management, LLC | 1,806 | $50.9 萬 | 0.12% | +1,806 | 新進 |
| Evolve Private Wealth, LLC | 1,809 | $51.0 萬 | 0.03% | +807+80.5% | 加碼 |
| STRS Ohio | 1,810 | $51.0 萬 | 0.00% | −7,796−81.2% | 減碼 |
| Independent Financial Group, LLC | 1,821 | $51.3 萬 | 0.01% | +24+1.3% | 加碼 |
| Retirement Planning Group | 1,825 | $51.4 萬 | 0.01% | −63−3.3% | 減碼 |
| NBC Securities, Inc. | 1,855 | $52.3 萬 | 0.04% | +12+0.7% | 加碼 |
| Arkadios Wealth Advisors | 1,872 | $52.7 萬 | 0.01% | −103−5.2% | 減碼 |
| Osmosis Investment Management UK Ltd | 1,915 | $53.9 萬 | 0.03% | −1,676−46.7% | 減碼 |
| Simplicity Wealth,LLC | 1,935 | $54.5 萬 | 0.02% | +1,245+180.4% | 加碼 |
| Boothbay Fund Management, LLC | 1,937 | $54.6 萬 | 0.01% | +577+42.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,942 | $54.7 萬 | 0.01% | −6−0.3% | 減碼 |
| UniSuper Management Pty Ltd | 1,952 | $55.0 萬 | 0.00% | +552+39.4% | 加碼 |
| Nations Financial Group Inc, | 1,972 | $55.5 萬 | 0.03% | −1,940−49.6% | 減碼 |
| LVW Advisors, LLC | 2,084 | $58.7 萬 | 0.05% | −273−11.6% | 減碼 |
| Park Avenue Securities LLC | 2,088 | $58.8 萬 | 0.00% | −213−9.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,088 | $58.8 萬 | 0.04% | −9−0.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 2,089 | $58.8 萬 | 0.01% | +4+0.2% | 加碼 |
| Thrivent Financial for Lutherans | 2,143 | $59.1 萬 | 0.00% | −81−3.6% | 減碼 |
| ProShare Advisors LLC | 2,112 | $59.5 萬 | 0.00% | +2,112 | 新進 |
| Larson Financial Group LLC | 2,128 | $59.9 萬 | 0.02% | +350+19.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 2,135 | $60.1 萬 | 0.00% | −1,633−43.3% | 減碼 |
| United Capital Financial Advisers, LLC | 2,193 | $61.8 萬 | 0.00% | +100+4.8% | 加碼 |
| Mattson Financial Services, LLC | 1,874 | $62.0 萬 | 0.13% | +228+13.9% | 加碼 |
| Keybank National Association | 2,203 | $62.1 萬 | 0.00% | +391+21.6% | 加碼 |
| IHT Wealth Management, LLC | 2,207 | $62.2 萬 | 0.01% | −544−19.8% | 減碼 |
| Wealthfront Advisers LLC | 2,208 | $62.2 萬 | 0.00% | −7,406−77.0% | 減碼 |
| Hohimer Wealth Management, LLC | 2,211 | $62.3 萬 | 0.06% | +88+4.1% | 加碼 |
| Kestra Advisory Services, LLC | 2,240 | $63.1 萬 | 0.00% | −258−10.3% | 減碼 |
| Gilbert & Cook, Inc. | 2,250 | $63.4 萬 | 0.07% | +248+12.4% | 加碼 |
| Greenline Partners, LLC | 2,266 | $63.8 萬 | 0.06% | 00.0% | 不變 |
| London Co of Virginia | 2,270 | $63.9 萬 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 2,284 | $64.3 萬 | 0.02% | +5+0.2% | 加碼 |
| Warren Averett Asset Management, LLC | 2,299 | $64.8 萬 | 0.00% | −441−16.1% | 減碼 |
| Macquarie Group Ltd | 2,324 | $65.5 萬 | 0.00% | −181−7.2% | 減碼 |
| Davenport & Co LLC | 2,328 | $65.6 萬 | 0.00% | +41+1.8% | 加碼 |
| Hallmark Capital Management Inc | 2,333 | $65.7 萬 | 0.04% | +130+5.9% | 加碼 |
| North Dakota State Investment Board | 2,369 | $66.7 萬 | 0.03% | +66+2.9% | 加碼 |
| Fox Run Management, L.L.C. | 2,411 | $67.9 萬 | 0.11% | +2,411 | 新進 |
| MetLife Investment Management | 2,426 | $68.3 萬 | 0.00% | −2,477−50.5% | 減碼 |
| Dockside LLC | 2,452 | $69.1 萬 | 0.16% | +2,452 | 新進 |
| Allspring Global Investments Holdings, LLC | 2,408 | $70.6 萬 | 0.00% | −106−4.2% | 減碼 |
| Garrett Wealth Advisory Group, LLC | 2,508 | $70.6 萬 | 0.11% | −10.0% | 減碼 |
| 2Xideas AG | 2,524 | $71.1 萬 | 0.31% | −8,629−77.4% | 減碼 |
| GWM Advisors LLC | 2,531 | $71.3 萬 | 0.00% | −975−27.8% | 減碼 |
| Fieldview Capital Management, LLC | 2,577 | $72.6 萬 | 0.21% | −348−11.9% | 減碼 |
| Generali Asset Management SPA SGR | 2,588 | $72.9 萬 | 0.01% | −783−23.2% | 減碼 |
| Principal Securities, Inc. | 2,594 | $73.1 萬 | 0.01% | −187−6.7% | 減碼 |
| Prudential Financial Inc | 2,596 | $73.1 萬 | 0.00% | +785+43.3% | 加碼 |
| Farther Finance Advisors, LLC | 2,597 | $73.1 萬 | 0.01% | +64+2.5% | 加碼 |
| Parallel Advisors, LLC | 2,615 | $73.7 萬 | 0.01% | −96−3.5% | 減碼 |
| Concurrent Investment Advisors, LLC | 2,622 | $73.9 萬 | 0.01% | +749+40.0% | 加碼 |
| LMR Partners LLP | 2,655 | $74.8 萬 | 0.01% | +2,655 | 新進 |
| Vestcor Inc | 2,689 | $75.7 萬 | 0.02% | 00.0% | 不變 |
| Union Bancaire Privee, UBP SA | 2,820 | $75.8 萬 | 0.01% | +157+5.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 2,779 | $78.3 萬 | 0.00% | +68+2.5% | 加碼 |
| Brinker Capital Investments, LLC | 2,783 | $78.4 萬 | 0.01% | −1,373−33.0% | 減碼 |
| Ritholtz Wealth Management | 2,806 | $79.0 萬 | 0.01% | −60−2.1% | 減碼 |
| Burney Co | 2,817 | $79.3 萬 | 0.02% | −978−25.8% | 減碼 |
| Yorktown Management & Research Co Inc | 2,850 | $80.3 萬 | 0.49% | +750+35.7% | 加碼 |
| Stenger Family Office, LLC | 2,909 | $81.9 萬 | 0.13% | −396−12.0% | 減碼 |
| E. Ohman J:or Asset Management AB | 2,916 | $82.1 萬 | 0.02% | 00.0% | 不變 |
| Basswood Capital Management, L.L.C. | 2,921 | $82.3 萬 | 0.04% | −27,285−90.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,924 | $82.4 萬 | 0.00% | −106−3.5% | 減碼 |
| Prospera Financial Services Inc | 2,939 | $82.8 萬 | 0.01% | +90+3.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 2,986 | $84.1 萬 | 0.00% | −105−3.4% | 減碼 |
| Fiduciary Trust Co | 3,040 | $85.6 萬 | 0.01% | −326−9.7% | 減碼 |
| Gabelli Funds LLC | 3,122 | $87.9 萬 | 0.01% | +122+4.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,131 | $88.2 萬 | 0.02% | +3,086+6,857.8% | 加碼 |
| Aureus Asset Management, LLC | 3,234 | $91.1 萬 | 0.06% | 00.0% | 不變 |
| Diversified Trust Co | 3,249 | $91.5 萬 | 0.01% | −5,849−64.3% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 3,252 | $91.6 萬 | 0.01% | −3,532−52.1% | 減碼 |
| Jefferies Financial Group Inc. | 3,256 | $91.7 萬 | 0.01% | +3,256 | 新進 |
| PEAK6 LLC | 3,370 | $94.9 萬 | 0.02% | +150+4.7% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,433 | $96.5 萬 | 0.01% | +3,433 | 新進 |
| Shelton Wealth Management, LLC | 3,436 | $96.8 萬 | 0.38% | −236−6.4% | 減碼 |
| QRG Capital Management, Inc. | 3,445 | $97.0 萬 | 0.01% | −151−4.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 3,452 | $97.2 萬 | 0.00% | +168+5.1% | 加碼 |
| Arq Wealth Advisors, LLC | 3,015 | $98.7 萬 | 0.12% | −75−2.4% | 減碼 |
| MAI Capital Management | 3,552 | $100.0 萬 | 0.00% | −33−0.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 3,555 | $100.1 萬 | 0.03% | 00.0% | 不變 |
| Vise Technologies, Inc. | 3,626 | $102.1 萬 | 0.01% | −691−16.0% | 減碼 |
| RSM US Wealth Management LLC | 3,631 | $102.3 萬 | 0.01% | −432−10.6% | 減碼 |
| Gsa Capital Partners LLP | 3,658 | $103.0 萬 | 0.06% | +3,658 | 新進 |
| Buttonwood Financial Advisors Inc. | 3,685 | $103.8 萬 | 0.32% | +1,070+40.9% | 加碼 |
| Third View Private Wealth, LLC | 3,732 | $105.1 萬 | 0.13% | −908−19.6% | 減碼 |
| Polar Asset Management Partners Inc. | 3,736 | $105.2 萬 | 0.02% | −5,180−58.1% | 減碼 |
| Banque Cantonale Vaudoise | 3,739 | $105.3 萬 | 0.04% | −1,088−22.5% | 減碼 |