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 |
|---|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 21,920 | $617.4 萬 | 0.03% | −520−2.3% | 減碼 |
| Winton Group Ltd | 21,878 | $616.3 萬 | 0.20% | +20,842+2,011.8% | 加碼 |
| Storebrand Asset Management AS | 21,681 | $610.7 萬 | 0.02% | −272−1.2% | 減碼 |
| Walleye Capital LLC | 21,524 | $606.3 萬 | 0.03% | −5,855−21.4% | 減碼 |
| Jones Financial Companies LLLP | 22,345 | $600.5 萬 | 0.00% | +1,422+6.8% | 加碼 |
| IFM Investors Pty Ltd | 20,812 | $586.2 萬 | 0.04% | +1,561+8.1% | 加碼 |
| Winthrop Advisory Group LLC | 19,758 | $556.5 萬 | 0.37% | +93+0.5% | 加碼 |
| Empowered Funds, LLC | 19,405 | $546.6 萬 | 0.03% | −4,934−20.3% | 減碼 |
| Brevan Howard Capital Management LP | 19,275 | $542.9 萬 | 0.08% | +13,013+207.8% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,016 | $535.6 萬 | 0.08% | +1,901+11.1% | 加碼 |
| US Bancorp | 18,563 | $523.0 萬 | 0.01% | −276−1.5% | 減碼 |
| Reinhart Partners, Inc. | 18,559 | $522.8 萬 | 0.12% | −1,192−6.0% | 減碼 |
| Dark Forest Capital Management LP | 18,439 | $519.4 萬 | 0.34% | +2,876+18.5% | 加碼 |
| Cetera Investment Advisers | 18,019 | $507.6 萬 | 0.00% | −1,492−7.6% | 減碼 |
| SEB Asset Management AB | 17,757 | $500.2 萬 | 0.02% | +1,047+6.3% | 加碼 |
| Silvant Capital Management LLC | 17,188 | $484.2 萬 | 0.14% | −2,072−10.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 16,998 | $478.8 萬 | 0.04% | −1,138−6.3% | 減碼 |
| Picton Mahoney Asset Management | 16,793 | $473.0 萬 | 0.04% | −56,257−77.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,662 | $469.3 萬 | 0.00% | −18,329−52.4% | 減碼 |
| Freshford Capital Management, LLC | 16,624 | $468.3 萬 | 1.60% | +16,624 | 新進 |
| Knott David M Jr | 16,500 | $464.8 萬 | 2.46% | 00.0% | 不變 |
| DnB Asset Management AS | 16,477 | $464.1 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 16,124 | $454.3 萬 | 0.01% | +1,762+12.3% | 加碼 |
| MML Investors Services, LLC | 16,070 | $452.7 萬 | 0.01% | +1,861+13.1% | 加碼 |
| Primecap Management Co | 16,000 | $450.7 萬 | 0.00% | 00.0% | 不變 |
| Eurizon Capital SGR S.p.A. | 16,043 | $450.0 萬 | 0.01% | +685+4.5% | 加碼 |
| Argent Capital Management LLC | 15,938 | $448.9 萬 | 0.14% | −12,917−44.8% | 減碼 |
| Blair William & Co | 15,924 | $448.5 萬 | 0.01% | −1,246−7.3% | 減碼 |
| Bell Asset Management Ltd | 15,700 | $442.2 萬 | 1.18% | +2,046+15.0% | 加碼 |
| Bank of Montreal | 15,429 | $434.6 萬 | 0.00% | +701+4.8% | 加碼 |
| Daiwa Securities Group Inc. | 15,337 | $432.0 萬 | 0.01% | +1,589+11.6% | 加碼 |
| Brant Point Investment Management LLC | 14,987 | $422.2 萬 | 0.94% | −2,977−16.6% | 減碼 |
| Creative Planning | 14,847 | $418.2 萬 | 0.00% | +3,637+32.4% | 加碼 |
| Janney Montgomery Scott LLC | 14,413 | $406.0 萬 | 0.01% | −5,248−26.7% | 減碼 |
| United Asset Strategies, Inc. | 14,409 | $405.9 萬 | 0.29% | +642+4.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 14,288 | $402.5 萬 | 0.01% | +13,044+1,048.6% | 加碼 |
| Kerusso Capital Management LLC | 13,940 | $392.7 萬 | 1.43% | +2,652+23.5% | 加碼 |
| Xponance, Inc. | 13,798 | $388.7 萬 | 0.02% | −5,165−27.2% | 減碼 |
| CIBC Bancorp USA Inc. | 13,539 | $381.4 萬 | 0.00% | +2,139+18.8% | 加碼 |
| Commerce Bank | 13,172 | $371.0 萬 | 0.02% | −775−5.6% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,973 | $365.4 萬 | 0.03% | −67−0.5% | 減碼 |
| KBC Group NV | 12,835 | $361.5 萬 | 0.01% | −87−0.7% | 減碼 |
| Squarepoint Ops LLC | 12,795 | $360.4 萬 | 0.01% | −7,661−37.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 12,702 | $357.9 萬 | 0.01% | −392−3.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 12,618 | $355.5 萬 | 0.01% | +1,367+12.2% | 加碼 |
| Atria Investments LLC | 12,538 | $353.2 萬 | 0.04% | −1,822−12.7% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,320 | $347.0 萬 | 0.03% | +1,008+8.9% | 加碼 |
| HighTower Advisors, LLC | 12,255 | $345.2 萬 | 0.00% | −993−7.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 12,181 | $343.1 萬 | 0.02% | −2,325−16.0% | 減碼 |
| Utah Retirement Systems | 12,154 | $342.4 萬 | 0.03% | −800−6.2% | 減碼 |
| Annex Advisory Services, LLC | 12,128 | $341.6 萬 | 0.06% | +1,153+10.5% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 12,104 | $340.9 萬 | 0.19% | −345−2.8% | 減碼 |
| British Columbia Investment Management Corp | 12,021 | $338.6 萬 | 0.02% | +990+9.0% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 12,011 | $338.3 萬 | 0.03% | −244−2.0% | 減碼 |
| Fifth Third Bancorp | 11,770 | $331.6 萬 | 0.01% | −3,493−22.9% | 減碼 |
| Gradient Investments LLC | 11,655 | $328.3 萬 | 0.05% | +774+7.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,512 | $324.3 萬 | 0.01% | −14−0.1% | 減碼 |
| NewEdge Wealth, LLC | 11,476 | $323.3 萬 | 0.03% | −1,438−11.1% | 減碼 |
| Aigen Investment Management, LP | 11,395 | $321.0 萬 | 0.88% | +11,395 | 新進 |
| Oak Thistle LLC | 11,374 | $320.4 萬 | 0.31% | +9,446+489.9% | 加碼 |
| Oliver Luxxe Assets LLC | 11,152 | $314.1 萬 | 0.46% | +650+6.2% | 加碼 |
| Anchor Investment Management, LLC | 10,962 | $308.8 萬 | 0.23% | +78+0.7% | 加碼 |
| Nissay Asset Management Corp | 10,760 | $303.1 萬 | 0.01% | +459+4.5% | 加碼 |
| Cornerstone Wealth Management, LLC | 10,662 | $300.3 萬 | 0.13% | −1,205−10.2% | 減碼 |
| Summit Trail Advisors, LLC | 10,602 | $298.6 萬 | 0.04% | +1,259+13.5% | 加碼 |
| King Luther Capital Management Corp | 10,380 | $292.4 萬 | 0.01% | +581+5.9% | 加碼 |
| Impax Asset Management Group plc | 10,143 | $285.7 萬 | 0.02% | +441+4.5% | 加碼 |
| SG Americas Securities, LLC | 10,042 | $282.9 萬 | 0.00% | +1,990+24.7% | 加碼 |
| Retirement Capital Strategies | 10,041 | $282.8 萬 | 0.98% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 9,995 | $281.5 萬 | 0.15% | +798+8.7% | 加碼 |
| CIBC World Markets Inc. | 9,907 | $279.1 萬 | 0.00% | +3,027+44.0% | 加碼 |
| Sanctuary Advisors, LLC | 9,902 | $278.9 萬 | 0.01% | −1,584−13.8% | 減碼 |
| CIBC Asset Management Inc | 9,766 | $275.1 萬 | 0.01% | +5,554+131.9% | 加碼 |
| Tudor Investment Corp Et Al | 9,632 | $271.3 萬 | 0.01% | +9,632 | 新進 |
| Commonwealth Equity Services, LLC | 9,446 | $266.1 萬 | 0.00% | −114−1.2% | 減碼 |
| Beacon Investment Advisors LLC | 9,231 | $260.0 萬 | 0.82% | −60−0.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 9,210 | $259.2 萬 | 0.01% | +1,915+26.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 8,718 | $258.4 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 9,093 | $256.1 萬 | 0.00% | +153+1.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 7,969 | $252.6 萬 | 0.00% | +422+5.6% | 加碼 |
| Greenleaf Trust | 8,942 | $251.9 萬 | 0.02% | −146−1.6% | 減碼 |
| OP Asset Management Ltd | 8,913 | $251.1 萬 | 0.03% | +477+5.7% | 加碼 |
| Nordea Investment Management AB | 8,754 | $245.5 萬 | 0.00% | −14,749−62.8% | 減碼 |
| Flynn Zito Capital Management, LLC | 8,666 | $244.1 萬 | 0.66% | +5+0.1% | 加碼 |
| Morningstar Investment Management LLC | 7,849 | $236.1 萬 | 0.15% | 00.0% | 不變 |
| Ostrum Asset Management | 8,173 | $230.2 萬 | 0.11% | +2,507+44.2% | 加碼 |
| TD Waterhouse Canada Inc. | 7,753 | $227.4 萬 | 0.01% | −59,638−88.5% | 減碼 |
| Avanza Fonder AB | 8,043 | $226.6 萬 | 0.05% | 00.0% | 不變 |
| Intercapital, LLC | 8,000 | $225.3 萬 | 0.99% | 00.0% | 不變 |
| Sterling Capital Management LLC | 7,903 | $222.6 萬 | 0.04% | +1,451+22.5% | 加碼 |
| HB Wealth Management, LLC | 7,775 | $219.0 萬 | 0.01% | −14−0.2% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 7,769 | $218.8 萬 | 0.06% | +1,067+15.9% | 加碼 |
| JustInvest LLC | 7,740 | $218.0 萬 | 0.02% | −614−7.3% | 減碼 |
| WealthPoint Financial, LLC | 7,625 | $214.8 萬 | 1.57% | +1,265+19.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 7,604 | $214.2 萬 | 0.00% | −7,072−48.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 7,468 | $210.4 萬 | 0.01% | 00.0% | 不變 |
| Callan Family Office, LLC | 7,444 | $209.7 萬 | 0.04% | +770+11.5% | 加碼 |
| Caldwell Trust Co | 7,428 | $209.2 萬 | 0.17% | −405−5.2% | 減碼 |
| HM Payson & Co | 7,405 | $208.6 萬 | 0.03% | +25+0.3% | 加碼 |
| Eagle Rock Investment Company, LLC | 7,370 | $207.6 萬 | 0.26% | −10,530−58.8% | 減碼 |