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 |
|---|---|---|---|---|---|
| Leelyn Smith, LLC | 3,764 | $106.0 萬 | 0.13% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 3,835 | $108.0 萬 | 0.00% | −1,456−27.5% | 減碼 |
| Allstate Corp | 3,840 | $108.2 萬 | 0.01% | −6,622−63.3% | 減碼 |
| Vident Advisory, LLC | 3,865 | $108.9 萬 | 0.01% | −248−6.0% | 減碼 |
| Intech Investment Management LLC | 4,055 | $114.2 萬 | 0.01% | +592+17.1% | 加碼 |
| Allworth Financial LP | 4,107 | $115.7 萬 | 0.00% | −2,396−36.8% | 減碼 |
| TT International Asset Management LTD | 3,952 | $115.9 萬 | 0.15% | −36−0.9% | 減碼 |
| Maryland State Retirement & Pension System | 4,296 | $121.0 萬 | 0.02% | +423+10.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 4,298 | $121.1 萬 | 0.06% | −1,868−30.3% | 減碼 |
| Omers Administration Corp | 4,455 | $125.5 萬 | 0.01% | +482+12.1% | 加碼 |
| Presidio Capital Management, LLC | 4,478 | $126.1 萬 | 0.32% | +5+0.1% | 加碼 |
| TownSquare Capital, LLC | 4,479 | $126.2 萬 | 0.23% | +40+0.9% | 加碼 |
| Assetmark, Inc | 4,512 | $127.1 萬 | 0.00% | +1,059+30.7% | 加碼 |
| Abn Amro Investment Solutions | 4,570 | $128.7 萬 | 0.01% | +1,136+33.1% | 加碼 |
| Amalgamated Bank | 4,590 | $129.3 萬 | 0.01% | −1,871−29.0% | 減碼 |
| National Bank of Canada | 4,621 | $130.2 萬 | 0.00% | +543+13.3% | 加碼 |
| Allianz Asset Management GmbH | 4,696 | $132.3 萬 | 0.00% | +918+24.3% | 加碼 |
| Rockefeller Capital Management L.P. | 4,726 | $133.1 萬 | 0.00% | −1,674−26.2% | 減碼 |
| Merit Financial Group, LLC | 4,730 | $133.3 萬 | 0.01% | +108+2.3% | 加碼 |
| Shepherd Financial Partners LLC | 4,755 | $133.9 萬 | 0.11% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 4,808 | $135.4 萬 | 0.04% | +4,808 | 新進 |
| Lord, Abbett & Co. LLC | 4,819 | $135.7 萬 | 0.00% | −7,881−62.1% | 減碼 |
| M&T Bank Corp | 4,831 | $136.1 萬 | 0.00% | −129−2.6% | 減碼 |
| Independent Advisor Alliance | 4,839 | $136.3 萬 | 0.03% | −196−3.9% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 4,643 | $137.7 萬 | 0.03% | +4,643 | 新進 |
| Bank of Nova Scotia | 4,914 | $138.4 萬 | 0.00% | −791−13.9% | 減碼 |
| Fulton Bank, N.A. | 4,951 | $139.5 萬 | 0.04% | −12−0.2% | 減碼 |
| Tobam | 5,013 | $141.2 萬 | 0.34% | −1,030−17.0% | 減碼 |
| Kentucky Retirement Systems | 5,030 | $141.7 萬 | 0.04% | +5,030 | 新進 |
| Manufacturers Life Insurance Company, The | 5,055 | $142.4 萬 | 0.00% | −5−0.1% | 減碼 |
| Investment Management Corp of Ontario | 5,102 | $143.7 萬 | 0.02% | −640−11.1% | 減碼 |
| Raiffeisen Bank International AG | 5,384 | $145.0 萬 | 0.02% | +2,862+113.5% | 加碼 |
| Knollwood Investment Advisory, LLC | 5,275 | $148.6 萬 | 0.13% | 00.0% | 不變 |
| Sovereign's Capital Management, LLC | 5,278 | $148.8 萬 | 0.99% | −70−1.3% | 減碼 |
| Dana Investment Advisors, Inc. | 5,313 | $149.6 萬 | 0.04% | +162+3.1% | 加碼 |
| Twinbeech Capital LP | 5,320 | $149.9 萬 | 0.27% | +5,320 | 新進 |
| Quantitative Investment Management, LLC | 5,335 | $150.2 萬 | 0.16% | +2,977+126.3% | 加碼 |
| Ethic Inc. | 5,340 | $150.4 萬 | 0.02% | +193+3.7% | 加碼 |
| D L Carlson Investment Group Inc | 5,351 | $150.7 萬 | 0.24% | +787+17.2% | 加碼 |
| Neuberger Berman Group LLC | 5,362 | $151.0 萬 | 0.00% | −122,059−95.8% | 減碼 |
| Bessemer Group Inc | 5,452 | $153.5 萬 | 0.00% | +519+10.5% | 加碼 |
| Storgate, LLC | 5,586 | $157.3 萬 | 0.33% | +3,956+242.7% | 加碼 |
| Saudi Central Bank | 5,613 | $158.1 萬 | 0.02% | +2,659+90.0% | 加碼 |
| Crawford Investment Counsel Inc | 5,630 | $158.6 萬 | 0.03% | +500+9.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 5,685 | $160.1 萬 | 0.02% | +836+17.2% | 加碼 |
| Sterling Group Wealth Management, LLC | 5,827 | $164.1 萬 | 0.67% | −42−0.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 5,927 | $166.9 萬 | 0.03% | +43+0.7% | 加碼 |
| TD Private Client Wealth LLC | 5,967 | $168.1 萬 | 0.03% | −1,041−14.9% | 減碼 |
| Fremen Capital Management LP | 6,002 | $169.1 萬 | 1.48% | −5,076−45.8% | 減碼 |
| James Investment Research Inc | 6,002 | $169.1 萬 | 0.17% | −184−3.0% | 減碼 |
| Stance Capital LLC | 6,042 | $170.2 萬 | 0.52% | +6,042 | 新進 |
| Gulf International Bank (UK) Ltd | 6,095 | $171.6 萬 | 0.03% | −99−1.6% | 減碼 |
| TCW Group Inc | 6,419 | $180.8 萬 | 0.01% | −3,691−36.5% | 減碼 |
| Gateway Investment Advisers LLC | 6,591 | $185.6 萬 | 0.02% | +4,571+226.3% | 加碼 |
| Dynasty Wealth Management, LLC | 6,598 | $185.9 萬 | 0.01% | −1,550−19.0% | 減碼 |
| Mackenzie Financial Corp | 6,623 | $186.6 萬 | 0.00% | +35+0.5% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 6,624 | $186.6 萬 | 0.01% | 00.0% | 不變 |
| Garrett Investment Advisors LLC | 6,679 | $188.1 萬 | 0.14% | +762+12.9% | 加碼 |
| Baird Financial Group, Inc. | 6,767 | $190.6 萬 | 0.00% | −453−6.3% | 減碼 |
| Two Sigma Securities, LLC | 6,789 | $191.2 萬 | 0.16% | +2,530+59.4% | 加碼 |
| Illinois Municipal Retirement Fund | 6,893 | $194.2 萬 | 0.02% | −7,379−51.7% | 減碼 |
| Bridgewater Associates, LP | 6,900 | $194.4 萬 | 0.01% | +6,900 | 新進 |
| Cerity Partners LLC | 6,916 | $194.8 萬 | 0.00% | +181+2.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 7,163 | $201.8 萬 | 0.00% | +1,370+23.6% | 加碼 |
| Decatur Capital Management, Inc. | 7,227 | $203.6 萬 | 0.69% | +7,227 | 新進 |
| Credit Agricole S A | 7,243 | $204.0 萬 | 0.01% | +154+2.2% | 加碼 |
| Mutual of America Capital Management LLC | 7,289 | $205.3 萬 | 0.02% | +232+3.3% | 加碼 |
| Catalyst Funds Management Pty Ltd | 7,320 | $206.2 萬 | 0.12% | −9,760−57.1% | 減碼 |
| Eagle Rock Investment Company, LLC | 7,370 | $207.6 萬 | 0.26% | −10,530−58.8% | 減碼 |
| HM Payson & Co | 7,405 | $208.6 萬 | 0.03% | +25+0.3% | 加碼 |
| Caldwell Trust Co | 7,428 | $209.2 萬 | 0.17% | −405−5.2% | 減碼 |
| Callan Family Office, LLC | 7,444 | $209.7 萬 | 0.04% | +770+11.5% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,468 | $210.4 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 7,604 | $214.2 萬 | 0.00% | −7,072−48.2% | 減碼 |
| WealthPoint Financial, LLC | 7,625 | $214.8 萬 | 1.57% | +1,265+19.9% | 加碼 |
| JustInvest LLC | 7,740 | $218.0 萬 | 0.02% | −614−7.3% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 7,769 | $218.8 萬 | 0.06% | +1,067+15.9% | 加碼 |
| HB Wealth Management, LLC | 7,775 | $219.0 萬 | 0.01% | −14−0.2% | 減碼 |
| Sterling Capital Management LLC | 7,903 | $222.6 萬 | 0.04% | +1,451+22.5% | 加碼 |
| Intercapital, LLC | 8,000 | $225.3 萬 | 0.99% | 00.0% | 不變 |
| Avanza Fonder AB | 8,043 | $226.6 萬 | 0.05% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 7,753 | $227.4 萬 | 0.01% | −59,638−88.5% | 減碼 |
| Ostrum Asset Management | 8,173 | $230.2 萬 | 0.11% | +2,507+44.2% | 加碼 |
| Morningstar Investment Management LLC | 7,849 | $236.1 萬 | 0.15% | 00.0% | 不變 |
| Flynn Zito Capital Management, LLC | 8,666 | $244.1 萬 | 0.66% | +5+0.1% | 加碼 |
| Nordea Investment Management AB | 8,754 | $245.5 萬 | 0.00% | −14,749−62.8% | 減碼 |
| OP Asset Management Ltd | 8,913 | $251.1 萬 | 0.03% | +477+5.7% | 加碼 |
| Greenleaf Trust | 8,942 | $251.9 萬 | 0.02% | −146−1.6% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 7,969 | $252.6 萬 | 0.00% | +422+5.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 9,093 | $256.1 萬 | 0.00% | +153+1.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 8,718 | $258.4 萬 | 0.00% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 9,210 | $259.2 萬 | 0.01% | +1,915+26.3% | 加碼 |
| Beacon Investment Advisors LLC | 9,231 | $260.0 萬 | 0.82% | −60−0.6% | 減碼 |
| Commonwealth Equity Services, LLC | 9,446 | $266.1 萬 | 0.00% | −114−1.2% | 減碼 |
| Tudor Investment Corp Et Al | 9,632 | $271.3 萬 | 0.01% | +9,632 | 新進 |
| CIBC Asset Management Inc | 9,766 | $275.1 萬 | 0.01% | +5,554+131.9% | 加碼 |
| Sanctuary Advisors, LLC | 9,902 | $278.9 萬 | 0.01% | −1,584−13.8% | 減碼 |
| CIBC World Markets Inc. | 9,907 | $279.1 萬 | 0.00% | +3,027+44.0% | 加碼 |
| Segment Wealth Management, LLC | 9,995 | $281.5 萬 | 0.15% | +798+8.7% | 加碼 |
| Retirement Capital Strategies | 10,041 | $282.8 萬 | 0.98% | 00.0% | 不變 |