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 |
|---|---|---|---|---|---|
| Nykredit A/S | 29,959 | $843.9 萬 | 0.03% | +29,959 | 新進 |
| FJ Capital Management LLC | 29,967 | $844.1 萬 | 1.10% | +29,967 | 新進 |
| Asset Management One Co.,Ltd. | 30,179 | $850.1 萬 | 0.02% | +603+2.0% | 加碼 |
| CI Private Wealth, LLC | 30,811 | $867.9 萬 | 0.01% | −1,751−5.4% | 減碼 |
| Jump Financial, LLC | 31,613 | $890.5 萬 | 0.08% | +31,613 | 新進 |
| Pathstone Holdings, LLC | 33,523 | $944.3 萬 | 0.03% | −461−1.4% | 減碼 |
| KLP Kapitalforvaltning AS | 33,780 | $951.5 萬 | 0.03% | +2,480+7.9% | 加碼 |
| Treasurer of the State of North Carolina | 34,094 | $960.4 萬 | 0.02% | −20−0.1% | 減碼 |
| AQR Capital Management LLC | 34,500 | $965.2 萬 | 0.00% | +1,575+4.8% | 加碼 |
| Man Group plc | 35,153 | $990.2 萬 | 0.02% | +23,332+197.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,397 | $997.1 萬 | 0.02% | −1,456−4.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 35,646 | $1,004 萬 | 0.02% | +1,217+3.5% | 加碼 |
| Logan Capital Management Inc | 35,802 | $1,008 萬 | 0.38% | +35,802 | 新進 |
| Foyston, Gordon, & Payne Inc | 36,282 | $1,029 萬 | 2.20% | +7,558+26.3% | 加碼 |
| Korea Investment CORP | 36,812 | $1,037 萬 | 0.02% | +5,599+17.9% | 加碼 |
| Gillson Capital LP | 37,280 | $1,050 萬 | 0.62% | +15,280+69.5% | 加碼 |
| KR Capital LP | 37,449 | $1,055 萬 | 1.05% | +20,793+124.8% | 加碼 |
| Aquatic Capital Management LLC | 37,707 | $1,062 萬 | 0.36% | +37,707 | 新進 |
| Vanguard Global Advisers, LLC | 38,530 | $1,085 萬 | 0.01% | −1,166−2.9% | 減碼 |
| Pictet Asset Management Holding SA | 39,492 | $1,112 萬 | 0.01% | −338−0.8% | 減碼 |
| LRZ Capital LLC | 39,710 | $1,119 萬 | 5.67% | −5,240−11.7% | 減碼 |
| Vanguard Investments Australia, Ltd. | 40,371 | $1,137 萬 | 0.03% | +718+1.8% | 加碼 |
| New York State Common Retirement Fund | 40,441 | $1,139 萬 | 0.01% | −3,200−7.3% | 減碼 |
| Woodline Partners LP | 43,044 | $1,212 萬 | 0.04% | +39,922+1,278.7% | 加碼 |
| XTX Topco Ltd | 43,116 | $1,214 萬 | 0.16% | +25,930+150.9% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 43,562 | $1,226 萬 | 0.02% | −1,717−3.8% | 減碼 |
| Whittier Trust Co | 40,238 | $1,226 萬 | 0.12% | −213−0.5% | 減碼 |
| Tredje AP-fonden | 43,620 | $1,229 萬 | 0.06% | +12,530+40.3% | 加碼 |
| Quantinno Capital Management LP | 43,839 | $1,235 萬 | 0.01% | −2,677−5.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 46,399 | $1,307 萬 | 0.11% | −1,151−2.4% | 減碼 |
| Winmill & Co. Inc | 46,500 | $1,310 萬 | 2.90% | 00.0% | 不變 |
| Schroder Investment Management Group | 47,094 | $1,327 萬 | 0.01% | +44,279+1,573.0% | 加碼 |
| Trexquant Investment LP | 47,198 | $1,329 萬 | 0.08% | +47,198 | 新進 |
| Natixis Advisors, L.P. | 47,540 | $1,339 萬 | 0.02% | +292+0.6% | 加碼 |
| Truist Financial Corp | 50,282 | $1,416 萬 | 0.02% | −153,966−75.4% | 減碼 |
| State of Wisconsin Investment Board | 50,496 | $1,422 萬 | 0.03% | −5,057−9.1% | 減碼 |
| Jennison Associates LLC | 53,967 | $1,520 萬 | 0.01% | −81,254−60.1% | 減碼 |
| Teca Partners, LP | 54,438 | $1,533 萬 | 13.18% | +4,360+8.7% | 加碼 |
| Jain Global LLC | 54,840 | $1,545 萬 | 0.18% | −47,368−46.3% | 減碼 |
| Voya Investment Management LLC | 54,946 | $1,548 萬 | 0.01% | −274,324−83.3% | 減碼 |
| Thornburg Investment Management Inc | 54,967 | $1,548 萬 | 0.15% | +17,957+48.5% | 加碼 |
| Moore Capital Management, LP | 55,840 | $1,573 萬 | 0.36% | +55,840 | 新進 |
| Foster Victor Wealth Advisors, LLC | 52,447 | $1,685 萬 | 0.89% | −22,284−29.8% | 減碼 |
| Hiddenite Capital Partners LP | 60,000 | $1,690 萬 | 4.15% | +60,000 | 新進 |
| Royal London Asset Management Ltd | 63,710 | $1,795 萬 | 0.03% | −1,255−1.9% | 減碼 |
| Mawer Investment Management Ltd. | 64,243 | $1,810 萬 | 0.12% | +15,520+31.9% | 加碼 |
| Buckingham Strategic Partners | 64,443 | $1,815 萬 | 0.15% | −4,372−6.4% | 減碼 |
| Citigroup Inc | 65,397 | $1,842 萬 | 0.01% | −63,200−49.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 66,000 | $1,859 萬 | 0.03% | +66,000 | 新進 |
| Family Wealth Partners, LLC | 69,073 | $1,946 萬 | 5.97% | −2,458−3.4% | 減碼 |
| Aviva PLC | 69,319 | $1,953 萬 | 0.03% | +495+0.7% | 加碼 |
| HSBC Holdings PLC | 70,358 | $1,978 萬 | 0.01% | +26,562+60.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 70,284 | $1,980 萬 | 0.03% | −1,660−2.3% | 減碼 |
| Nomura Asset Management International Inc. | 71,153 | $2,004 萬 | 0.03% | −257,721−78.4% | 減碼 |
| Trillium Asset Management, LLC | 71,767 | $2,022 萬 | 0.62% | −828−1.1% | 減碼 |
| Ceredex Value Advisors LLC | 74,269 | $2,092 萬 | 0.59% | −58,651−44.1% | 減碼 |
| Russell Investments Group, Ltd. | 75,786 | $2,130 萬 | 0.02% | +19,153+33.8% | 加碼 |
| Standard Life Aberdeen plc | 75,862 | $2,137 萬 | 0.03% | −22,582−22.9% | 減碼 |
| Clarkston Capital Partners, LLC | 76,499 | $2,155 萬 | 1.82% | −19,905−20.6% | 減碼 |
| Wellington Management Group LLP | 77,866 | $2,193 萬 | 0.00% | −64,271−45.2% | 減碼 |
| Royal Bank of Canada | 84,257 | $2,373 萬 | 0.00% | −73,572−46.6% | 減碼 |
| Ensign Peak Advisors, Inc | 86,043 | $2,424 萬 | 0.04% | +13,181+18.1% | 加碼 |
| Champlain Investment Partners, LLC | 86,115 | $2,426 萬 | 0.62% | −14,935−14.8% | 減碼 |
| Cander Asset Management LP | 88,037 | $2,480 萬 | 4.61% | −7,293−7.7% | 減碼 |
| SummitTX Capital, L.P. | 89,812 | $2,530 萬 | 0.67% | +71,346+386.4% | 加碼 |
| Rhumbline Advisers | 92,497 | $2,605 萬 | 0.02% | −8,568−8.5% | 減碼 |
| Discovery Capital Management, LLC | 93,500 | $2,634 萬 | 1.09% | +93,500 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 95,357 | $2,686 萬 | 0.01% | +9,426+11.0% | 加碼 |
| SEI Investments Co | 97,060 | $2,734 萬 | 0.02% | −29,714−23.4% | 減碼 |
| Danske Bank A/S | 97,361 | $2,742 萬 | 0.05% | −2,279−2.3% | 減碼 |
| Invesco Ltd. | 106,651 | $3,004 萬 | 0.00% | −242,360−69.4% | 減碼 |
| California Public Employees Retirement System | 107,383 | $3,025 萬 | 0.02% | −35,905−25.1% | 減碼 |
| Interval Partners, LP | 108,628 | $3,060 萬 | 0.98% | +67,537+164.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 109,073 | $3,072 萬 | 0.16% | +19,311+21.5% | 加碼 |
| Toronto Dominion Bank | 111,345 | $3,136 萬 | 0.05% | +100,509+927.5% | 加碼 |
| Bamco Inc | 114,224 | $3,217 萬 | 0.05% | −7,554−6.2% | 減碼 |
| HMI Capital Management, L.P. | 118,600 | $3,341 萬 | 4.87% | +118,600 | 新進 |
| Perpetual Ltd | 121,468 | $3,422 萬 | 0.49% | +3,894+3.3% | 加碼 |
| California State Teachers Retirement System | 121,799 | $3,431 萬 | 0.03% | +4,423+3.8% | 加碼 |
| Ameriprise Financial Inc | 124,822 | $3,516 萬 | 0.01% | −139,911−52.8% | 減碼 |
| Diamond Hill Capital Management Inc | 129,413 | $3,645 萬 | 0.29% | −7,135−5.2% | 減碼 |
| Brown Brothers Harriman & Co | 131,278 | $3,698 萬 | 0.16% | −14,915−10.2% | 減碼 |
| Franklin Resources Inc | 134,652 | $3,793 萬 | 0.01% | −267,362−66.5% | 減碼 |
| Solel Partners LP | 137,000 | $3,859 萬 | 6.56% | +137,000 | 新進 |
| Hudson Bay Capital Management LP | 138,214 | $3,893 萬 | 0.18% | +2,890+2.1% | 加碼 |
| Barclays PLC | 143,696 | $4,048 萬 | 0.01% | +51,098+55.2% | 加碼 |
| LPL Financial LLC | 146,208 | $4,118 萬 | 0.01% | +4,090+2.9% | 加碼 |
| Renaissance Technologies LLC | 151,660 | $4,272 萬 | 0.06% | +31,120+25.8% | 加碼 |
| Vanguard Asset Management, Ltd | 153,531 | $4,325 萬 | 0.03% | +16,643+12.2% | 加碼 |
| Alyeska Investment Group, L.P. | 155,023 | $4,367 萬 | 0.11% | −415−0.3% | 減碼 |
| Goldentree Asset Management LP | 155,495 | $4,373 萬 | 2.54% | +155,495 | 新進 |
| National Pension Service | 161,309 | $4,544 萬 | 0.03% | +20,758+14.8% | 加碼 |
| Balyasny Asset Management LLC | 161,641 | $4,553 萬 | 0.08% | +161,641 | 新進 |
| Stifel Financial Corp | 162,530 | $4,578 萬 | 0.04% | −2,027−1.2% | 減碼 |
| Amundi | 164,400 | $4,631 萬 | 0.01% | +38,624+30.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 167,647 | $4,722 萬 | 0.03% | +119+0.1% | 加碼 |
| Freestone Grove Partners LP | 178,123 | $5,017 萬 | 0.33% | +178,123 | 新進 |
| Longaeva Partners L.P. | 186,650 | $5,258 萬 | 1.52% | +186,650 | 新進 |
| Gilder Gagnon Howe & Co LLC | 193,037 | $5,437 萬 | 0.56% | −1,689−0.9% | 減碼 |
| Capricorn Fund Managers Ltd | 194,812 | $5,487 萬 | 4.39% | +194,812 | 新進 |