证券记录 · 已归档季度

LPLA

LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets

360.25 -0.5% 市值 $28.81B 报价延迟（FMP） · 截至 Aug 26 21:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

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

Falling 确信度评分 49/100 4 被追踪股份持续上升的季度数 ●●●●○○ 计算方式说明 → 在研究台查询相关说明 →

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
集中积累 — 持股数量上升但持有人减少

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
Q2 2026	155	+7	57.43M	$16.18B	+11	−4
Q1 2026	151	-9	61.59M	$18.62B	+4	−14
Q4 2025	159	+2	65.30M	$23.33B	+3	—
Q3 2025	24	0	33.18M	$11.04B	+1	−2
Q2 2025	22	-2	26.81M	$10.05B	—	−2
Q1 2025	21	-1	11.19M	$3.66B	+2	−3
Q4 2024	22	+1	10.49M	$3.42B	+1	—
Q3 2024	20	+2	9.49M	$2.21B	+4	−2
Q2 2024	18	—	8.68M	$2.42B	—	—

持有人数量

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	—	$2.99B	0.0%	n/c	1	SEC ↗
2	The Vanguard Group ✦ (被动)	7.99M	—	$2.99B	0.0%	n/c	1	SEC ↗
3	The Vanguard Group ✦ (被动)	7.99M	—	$2.99B	0.0%	n/c	1	SEC ↗
4	The Vanguard Group ✦ (被动)	7.99M	—	$2.99B	0.0%	n/c	1	SEC ↗
5	The Vanguard Group ✦ (被动)	7.99M	—	$2.99B	0.0%	n/c	1	SEC ↗
6	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
7	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
8	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
9	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
10	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
11	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
12	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
13	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
14	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
15	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
16	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
17	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
18	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
19	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
20	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
21	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
22	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
23	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
24	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
25	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
26	BlackRock ✦ (被动)	4.83M	—	$1.81B	0.0%	n/c	1	SEC ↗
27	Dodge & Cox ✦	2.70M	+77.3%	$1.01B	0.6%	▲ Add	4	SEC ↗
28	Fidelity (FMR) ✦	2.45M	—	$920.35M	0.1%	n/c	1	SEC ↗
29	Fidelity (FMR) ✦	2.45M	—	$920.35M	0.1%	n/c	1	SEC ↗
30	Fidelity (FMR) ✦	2.45M	—	$920.35M	0.1%	n/c	1	SEC ↗
31	Fidelity (FMR) ✦	2.45M	—	$920.35M	0.1%	n/c	1	SEC ↗
32	Fidelity (FMR) ✦	2.45M	—	$920.35M	0.1%	n/c	1	SEC ↗
33	Lone Pine Capital ✦	1.87M	+6.1%	$702.04M	5.1%	▲ Add	5	SEC ↗
34	State Street Global Advisors ✦ (被动)	1.73M	+2.8%	$647.64M	0.0%	▲ Add	3	SEC ↗
35	Geode Capital Management ✦ (被动)	1.72M	+10.5%	$645.14M	0.0%	▲ Add	5	SEC ↗
36	Geode Capital Management ✦ (被动)	1.72M	+10.5%	$645.14M	0.0%	▲ Add	5	SEC ↗
37	Norges Bank ✦ (被动)	1.07M	+15.6%	$402.31M	0.1%	▲ Add	5	SEC ↗
38	Third Point ✦	625.00K	0.0%	$234.36M	3.1%	Held	4	SEC ↗
39	Markel Group ✦	544.60K	+1.0%	$204.21M	1.7%	▲ Add	5	SEC ↗
40	Markel Group ✦	544.60K	+1.0%	$204.21M	1.7%	▲ Add	5	SEC ↗
41	Wellington Management ✦	329.62K	-50.0%	$123.60M	0.0%	▼ Trim	5	SEC ↗
42	Wellington Management ✦	329.62K	-50.0%	$123.60M	0.0%	▼ Trim	5	SEC ↗
43	Wellington Management ✦	329.62K	-50.0%	$123.60M	0.0%	▼ Trim	5	SEC ↗
44	T. Rowe Price ✦	294.51K	+5.2%	$110.43M	0.0%	▲ Add	5	SEC ↗
45	T. Rowe Price ✦	294.51K	+5.2%	$110.43M	0.0%	▲ Add	5	SEC ↗
46	Bridgewater Associates ✦	192.66K	-13.6%	$72.24M	0.3%	▼ Trim	5	SEC ↗
47	D. E. Shaw & Co. ✦	124.35K	-30.2%	$46.63M	0.0%	▼ Trim	5	SEC ↗
48	D. E. Shaw & Co. ✦	124.35K	-30.2%	$46.63M	0.0%	▼ Trim	5	SEC ↗
49	Renaissance Technologies ✦	109.80K	+209.3%	$41.17M	0.1%	▲ Add	2	SEC ↗
50	Millennium Management ✦	87.47K	-30.7%	$32.80M	0.0%	▼ Trim	5	SEC ↗
51	AQR Capital Management ✦	38.27K	-34.1%	$14.19M	0.0%	▼ Trim	5	SEC ↗
52	AQR Capital Management ✦	38.27K	-34.1%	$14.19M	0.0%	▼ Trim	5	SEC ↗
53	AQR Capital Management ✦	38.27K	-34.1%	$14.19M	0.0%	▼ Trim	5	SEC ↗
54	AQR Capital Management ✦	38.27K	-34.1%	$14.19M	0.0%	▼ Trim	5	SEC ↗
55	AQR Capital Management ✦	38.27K	-34.1%	$14.19M	0.0%	▼ Trim	5	SEC ↗
56	Adage Capital Partners ✦	32.00K	-28.9%	$12.00M	0.0%	▼ Trim	3	SEC ↗
57	Marshall Wace ✦	20.52K	-97.0%	$7.69M	0.0%	▼ Trim	4	SEC ↗
58	Marshall Wace ✦	20.52K	-97.0%	$7.69M	0.0%	▼ Trim	4	SEC ↗
59	Capital World Investors ✦	16.37K	+201.1%	$6.14M	0.0%	▲ Add	5	SEC ↗
60	PRIMECAP Management ✦	16.00K	0.0%	$6.00M	0.0%	Held	5	SEC ↗
61	Two Sigma Investments ✦	6.69K	-0.4%	$2.51M	0.0%	▼ Trim	5	SEC ↗

"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 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

该证券的被追踪持有人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。

MSFT22共同持有人 META22共同持有人 COF22共同持有人 AMZN21共同持有人 AAPL20共同持有人

内部人交易

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)

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

受益所有权

Aug 13 SC 13G — Janus Henderson Group Ltd.

查看 SEC 原始申报文件 ↗

Aug 04 SC 13G — Boston Partners