证券记录 · 已归档季度
LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
22被追踪持有人
-2Δ持有人
26.81M持有股份
$10.05B报告持仓市值
+0新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -8.3% ·
股份流向 +1.3% ·
净新建仓位 -9.1%
· 公式
集中增持：持股数量上升，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 25.58K | $8.05M | n/a | n/a |
| Q2 2026 | 153 | +7 | 57.25M | $16.13B | +11 | −6 |
| Q1 2026 | 151 | -9 | 61.59M | $18.62B | +4 | −14 |
| Q4 2025 | 159 | +2 | 65.30M | $23.33B | +3 | n/a |
| Q3 2025 | 24 | 0 | 33.18M | $11.04B | +1 | −2 |
| Q2 2025 | 22 | -2 | 26.81M | $10.05B | n/a | −2 |
| Q1 2025 | 21 | -1 | 11.19M | $3.66B | +2 | −3 |
| Q4 2024 | 22 | +1 | 10.49M | $3.42B | +1 | n/a |
| Q3 2024 | 20 | +2 | 9.49M | $2.21B | +4 | −2 |
| Q2 2024 | 18 | n/a | 8.68M | $2.42B | n/a | n/a |
持有人 · Q2 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 7.99M | n/a | $2.99B | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (被动) | 4.83M | n/a | $1.81B | 0.0% | n/c | 1 | SEC ↗ ×21 |
| 3 | Dodge & Cox ✦ | 2.70M | +77.3% | $1.01B | 0.6% | ▲ Add | 4 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 2.45M | n/a | $920.35M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 5 | Lone Pine Capital ✦ | 1.87M | +6.1% | $702.04M | 5.1% | ▲ Add | 5 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (被动) | 1.73M | +2.8% | $647.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (被动) | 1.72M | +10.5% | $645.14M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | Norges Bank ✦ (被动) | 1.07M | +15.6% | $402.31M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 9 | Third Point ✦ | 625.00K | 0.0% | $234.36M | 3.1% | Held | 4 | SEC ↗ |
| 10 | Markel Group ✦ | 544.60K | +1.0% | $204.21M | 1.7% | ▲ Add | 5 | SEC ↗ ×2 |
| 11 | Wellington Management ✦ | 329.62K | -50.0% | $123.60M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 12 | T. Rowe Price ✦ | 294.51K | +5.2% | $110.43M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 13 | Bridgewater Associates ✦ | 192.66K | -13.6% | $72.24M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 124.35K | -30.2% | $46.63M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 15 | Renaissance Technologies ✦ | 109.80K | +209.3% | $41.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Millennium Management ✦ | 87.47K | -30.7% | $32.80M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 38.27K | -34.1% | $14.19M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 18 | Adage Capital Partners ✦ | 32.00K | -28.9% | $12.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Marshall Wace ✦ | 20.52K | -97.0% | $7.69M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 20 | Capital World Investors ✦ | 16.37K | +201.1% | $6.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | PRIMECAP Management ✦ | 16.00K | 0.0% | $6.00M | 0.0% | Held | 5 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 6.69K | -0.4% | $2.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Harris Associates (Oakmark) | $44.32M | 曾为 0.1% |
| Soros Fund Management | $40.89M | 曾为 1.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 759 持有人, 81.60M 股份, $24.06B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Sep 11
Reeping Katharine
Officer · 440 股 · $153,049
Aug 27
Jambusaria Aneri
Officer · 308 股 · $110,067
Aug 20
Gates Greg
Officer · 4.12K 股 · $1.46M
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Aug 13
SC 13G: Janus Henderson Group Ltd.
Aug 04
SC 13G: Boston Partners
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2025 ·
方法论 ·
通过API获取此数据