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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 10,042 | $282.9 萬 | 0.00% | +1,990+24.7% | 加碼 |
| Impax Asset Management Group plc | 10,143 | $285.7 萬 | 0.02% | +441+4.5% | 加碼 |
| King Luther Capital Management Corp | 10,380 | $292.4 萬 | 0.01% | +581+5.9% | 加碼 |
| Summit Trail Advisors, LLC | 10,602 | $298.6 萬 | 0.04% | +1,259+13.5% | 加碼 |
| Cornerstone Wealth Management, LLC | 10,662 | $300.3 萬 | 0.13% | −1,205−10.2% | 減碼 |
| Nissay Asset Management Corp | 10,760 | $303.1 萬 | 0.01% | +459+4.5% | 加碼 |
| Anchor Investment Management, LLC | 10,962 | $308.8 萬 | 0.23% | +78+0.7% | 加碼 |
| Oliver Luxxe Assets LLC | 11,152 | $314.1 萬 | 0.46% | +650+6.2% | 加碼 |
| Oak Thistle LLC | 11,374 | $320.4 萬 | 0.31% | +9,446+489.9% | 加碼 |
| Aigen Investment Management, LP | 11,395 | $321.0 萬 | 0.88% | +11,395 | 新進 |
| NewEdge Wealth, LLC | 11,476 | $323.3 萬 | 0.03% | −1,438−11.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,512 | $324.3 萬 | 0.01% | −14−0.1% | 減碼 |
| Gradient Investments LLC | 11,655 | $328.3 萬 | 0.05% | +774+7.1% | 加碼 |
| Fifth Third Bancorp | 11,770 | $331.6 萬 | 0.01% | −3,493−22.9% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 12,011 | $338.3 萬 | 0.03% | −244−2.0% | 減碼 |
| British Columbia Investment Management Corp | 12,021 | $338.6 萬 | 0.02% | +990+9.0% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 12,104 | $340.9 萬 | 0.19% | −345−2.8% | 減碼 |
| Annex Advisory Services, LLC | 12,128 | $341.6 萬 | 0.06% | +1,153+10.5% | 加碼 |
| Utah Retirement Systems | 12,154 | $342.4 萬 | 0.03% | −800−6.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 12,181 | $343.1 萬 | 0.02% | −2,325−16.0% | 減碼 |
| HighTower Advisors, LLC | 12,255 | $345.2 萬 | 0.00% | −993−7.5% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,320 | $347.0 萬 | 0.03% | +1,008+8.9% | 加碼 |
| Atria Investments LLC | 12,538 | $353.2 萬 | 0.04% | −1,822−12.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 12,618 | $355.5 萬 | 0.01% | +1,367+12.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 12,702 | $357.9 萬 | 0.01% | −392−3.0% | 減碼 |
| Squarepoint Ops LLC | 12,795 | $360.4 萬 | 0.01% | −7,661−37.5% | 減碼 |
| KBC Group NV | 12,835 | $361.5 萬 | 0.01% | −87−0.7% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,973 | $365.4 萬 | 0.03% | −67−0.5% | 減碼 |
| Commerce Bank | 13,172 | $371.0 萬 | 0.02% | −775−5.6% | 減碼 |
| CIBC Bancorp USA Inc. | 13,539 | $381.4 萬 | 0.00% | +2,139+18.8% | 加碼 |
| Xponance, Inc. | 13,798 | $388.7 萬 | 0.02% | −5,165−27.2% | 減碼 |
| Kerusso Capital Management LLC | 13,940 | $392.7 萬 | 1.43% | +2,652+23.5% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 14,288 | $402.5 萬 | 0.01% | +13,044+1,048.6% | 加碼 |
| United Asset Strategies, Inc. | 14,409 | $405.9 萬 | 0.29% | +642+4.7% | 加碼 |
| Janney Montgomery Scott LLC | 14,413 | $406.0 萬 | 0.01% | −5,248−26.7% | 減碼 |
| Creative Planning | 14,847 | $418.2 萬 | 0.00% | +3,637+32.4% | 加碼 |
| Brant Point Investment Management LLC | 14,987 | $422.2 萬 | 0.94% | −2,977−16.6% | 減碼 |
| Daiwa Securities Group Inc. | 15,337 | $432.0 萬 | 0.01% | +1,589+11.6% | 加碼 |
| Bank of Montreal | 15,429 | $434.6 萬 | 0.00% | +701+4.8% | 加碼 |
| Bell Asset Management Ltd | 15,700 | $442.2 萬 | 1.18% | +2,046+15.0% | 加碼 |
| Blair William & Co | 15,924 | $448.5 萬 | 0.01% | −1,246−7.3% | 減碼 |
| Argent Capital Management LLC | 15,938 | $448.9 萬 | 0.14% | −12,917−44.8% | 減碼 |
| Eurizon Capital SGR S.p.A. | 16,043 | $450.0 萬 | 0.01% | +685+4.5% | 加碼 |
| Primecap Management Co | 16,000 | $450.7 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 16,070 | $452.7 萬 | 0.01% | +1,861+13.1% | 加碼 |
| Advisor Group Holdings, Inc. | 16,124 | $454.3 萬 | 0.01% | +1,762+12.3% | 加碼 |
| DnB Asset Management AS | 16,477 | $464.1 萬 | 0.01% | 00.0% | 不變 |
| Knott David M Jr | 16,500 | $464.8 萬 | 2.46% | 00.0% | 不變 |
| Freshford Capital Management, LLC | 16,624 | $468.3 萬 | 1.60% | +16,624 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,662 | $469.3 萬 | 0.00% | −18,329−52.4% | 減碼 |
| Picton Mahoney Asset Management | 16,793 | $473.0 萬 | 0.04% | −56,257−77.0% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 16,998 | $478.8 萬 | 0.04% | −1,138−6.3% | 減碼 |
| Silvant Capital Management LLC | 17,188 | $484.2 萬 | 0.14% | −2,072−10.8% | 減碼 |
| SEB Asset Management AB | 17,757 | $500.2 萬 | 0.02% | +1,047+6.3% | 加碼 |
| Cetera Investment Advisers | 18,019 | $507.6 萬 | 0.00% | −1,492−7.6% | 減碼 |
| Dark Forest Capital Management LP | 18,439 | $519.4 萬 | 0.34% | +2,876+18.5% | 加碼 |
| Reinhart Partners, Inc. | 18,559 | $522.8 萬 | 0.12% | −1,192−6.0% | 減碼 |
| US Bancorp | 18,563 | $523.0 萬 | 0.01% | −276−1.5% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,016 | $535.6 萬 | 0.08% | +1,901+11.1% | 加碼 |
| Brevan Howard Capital Management LP | 19,275 | $542.9 萬 | 0.08% | +13,013+207.8% | 加碼 |
| Empowered Funds, LLC | 19,405 | $546.6 萬 | 0.03% | −4,934−20.3% | 減碼 |
| Winthrop Advisory Group LLC | 19,758 | $556.5 萬 | 0.37% | +93+0.5% | 加碼 |
| IFM Investors Pty Ltd | 20,812 | $586.2 萬 | 0.04% | +1,561+8.1% | 加碼 |
| Jones Financial Companies LLLP | 22,345 | $600.5 萬 | 0.00% | +1,422+6.8% | 加碼 |
| Walleye Capital LLC | 21,524 | $606.3 萬 | 0.03% | −5,855−21.4% | 減碼 |
| Storebrand Asset Management AS | 21,681 | $610.7 萬 | 0.02% | −272−1.2% | 減碼 |
| Winton Group Ltd | 21,878 | $616.3 萬 | 0.20% | +20,842+2,011.8% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 21,920 | $617.4 萬 | 0.03% | −520−2.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 20,373 | $626.6 萬 | 0.12% | −495−2.4% | 減碼 |
| BW Gestao de Investimentos Ltda. | 22,341 | $629.3 萬 | 0.15% | +22,341 | 新進 |
| Karl Kapital LLC | 22,675 | $638.7 萬 | 3.80% | +4,681+26.0% | 加碼 |
| Resona Asset Management Co.,Ltd. | 23,043 | $643.9 萬 | 0.03% | −1,283−5.3% | 減碼 |
| Swiss Life Asset Management Ltd | 22,931 | $645.9 萬 | 0.03% | +8,818+62.5% | 加碼 |
| Arizona State Retirement System | 22,991 | $647.6 萬 | 0.03% | +1,243+5.7% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 23,042 | $649.0 萬 | 0.05% | −7,700−25.0% | 減碼 |
| Great West Life Assurance Co | 23,358 | $657.0 萬 | 0.01% | −397−1.7% | 減碼 |
| Captrust Financial Advisors | 23,565 | $663.8 萬 | 0.01% | −9,609−29.0% | 減碼 |
| Public Employees Retirement System of Ohio | 23,767 | $669.5 萬 | 0.02% | −455−1.9% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 24,210 | $681.9 萬 | 0.03% | −158−0.6% | 減碼 |
| LTS One Management LP | 24,500 | $690.1 萬 | 2.89% | −10,100−29.2% | 減碼 |
| EFG International AG | 24,793 | $698.5 萬 | 0.13% | +4,059+19.6% | 加碼 |
| Heights Point Management, LP | 24,897 | $701.3 萬 | 5.58% | +24,897 | 新進 |
| Nomura Asset Management Co Ltd | 25,625 | $721.8 萬 | 0.02% | −136−0.5% | 減碼 |
| First Trust Advisors LP | 25,722 | $724.5 萬 | 0.00% | −67,829−72.5% | 減碼 |
| Handelsbanken Fonder AB | 25,861 | $728.5 萬 | 0.02% | +3,280+14.5% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 26,265 | $739.8 萬 | 0.67% | +224+0.9% | 加碼 |
| GW&K Investment Management, LLC | 26,319 | $741.4 萬 | 0.06% | −745−2.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 26,484 | $746.0 萬 | 0.15% | +26,484 | 新進 |
| State of New Jersey Common Pension Fund D | 26,493 | $746.3 萬 | 0.03% | −805−2.9% | 減碼 |
| Swedbank AB | 26,561 | $748.2 萬 | 0.01% | −31,787−54.5% | 減碼 |
| Iridian Asset Management LLC | 27,247 | $767.5 萬 | 2.64% | +7,729+39.6% | 加碼 |
| Private Advisor Group, LLC | 28,000 | $788.7 萬 | 0.04% | −192−0.7% | 減碼 |
| Tran Capital Management, L.P. | 28,177 | $793.7 萬 | 0.91% | +26,329+1,424.7% | 加碼 |
| Icon Advisers Inc | 28,348 | $798.5 萬 | 1.50% | −400−1.4% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 28,441 | $801.1 萬 | 0.88% | +11,963+72.6% | 加碼 |
| KWB Wealth | 28,751 | $809.9 萬 | 0.69% | +127+0.4% | 加碼 |
| ArrowMark Colorado Holdings LLC | 28,835 | $812.2 萬 | 0.34% | 00.0% | 不變 |
| Kennedy Capital Management, Inc. | 28,941 | $815.2 萬 | 0.14% | +8,765+43.4% | 加碼 |
| La Banque Postale Asset Management SA | 29,215 | $822.9 萬 | 0.08% | −8,390−22.3% | 減碼 |
| Lighthouse Investment Partners, LLC | 29,300 | $825.3 萬 | 0.26% | +18,171+163.3% | 加碼 |