증권 기록 · 과거 분기 (아카이브)

LPLA

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

361.88 -0.6% 시가총액 $28.94B 주가 지연 (FMP) · 기준일 Aug 25 22:08 UTC — 아래 신고 데이터와 별개

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

24추적 보유자

0Δ 보유자

33.18M보유 주식 수

$11.04B보고 가치

+1신규 편입 포지션

−2청산

Rising 확신도 점수 57/100 5 추적 주식 수 증가 분기 수 ●●●●●○ 산출 방식 → 리서치 데스크에서 설명 보기 →

모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 0.0% · 주식 흐름 +12.9% · 순 신규 포지션 -4.2% — 산식

모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q3 2025

시계열 보유 현황

분기	보유자	Δ	주식 수	보고 가치	신규	청산
Q2 2026	155	+6	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	—	—

보유자 수

보유 현황 · Q3 2025

#	운용사	주식 수	Δ 주식 수	가치	비중		보유
1	The Vanguard Group ✦ (패시브)	8.30M	+4.0%	$2.76B	0.0%	▲ Add	2	SEC ↗
2	The Vanguard Group ✦ (패시브)	8.30M	+4.0%	$2.76B	0.0%	▲ Add	2	SEC ↗
3	The Vanguard Group ✦ (패시브)	8.30M	+4.0%	$2.76B	0.0%	▲ Add	2	SEC ↗
4	The Vanguard Group ✦ (패시브)	8.30M	+4.0%	$2.76B	0.0%	▲ Add	2	SEC ↗
5	The Vanguard Group ✦ (패시브)	8.30M	+4.0%	$2.76B	0.0%	▲ Add	2	SEC ↗
6	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
7	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
8	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
9	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
10	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
11	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
12	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
13	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
14	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
15	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
16	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
17	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
18	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
19	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
20	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
21	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
22	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
23	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
24	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
25	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
26	BlackRock ✦ (패시브)	4.98M	+3.0%	$1.66B	0.0%	▲ Add	2	SEC ↗
27	Dodge & Cox ✦	3.33M	+23.2%	$1.11B	0.6%	▲ Add	5	SEC ↗
28	Capital World Investors ✦	2.63M	+15960.1%	$874.49M	0.1%	▲ Add	6	SEC ↗
29	Lone Pine Capital ✦	2.26M	+20.5%	$750.45M	5.5%	▲ Add	6	SEC ↗
30	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
31	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
32	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
33	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
34	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
35	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
36	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
37	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
38	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
39	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
40	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
41	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
42	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
43	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
44	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
45	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
46	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
47	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
48	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
49	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
50	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
51	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
52	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
53	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
54	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
55	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
56	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
57	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
58	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
59	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
60	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
61	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
62	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
63	JPMorgan Chase ✦	1.88M	—	$624.64M	0.0%	n/c	1	SEC ↗
64	State Street Global Advisors ✦ (패시브)	1.83M	+5.9%	$608.31M	0.0%	▲ Add	4	SEC ↗
65	Geode Capital Management ✦ (패시브)	1.54M	-10.5%	$511.97M	0.0%	▼ Trim	6	SEC ↗
66	Geode Capital Management ✦ (패시브)	1.54M	-10.5%	$511.97M	0.0%	▼ Trim	6	SEC ↗
67	Morgan Stanley ✦	1.48M	—	$492.27M	0.0%	n/c	1	SEC ↗
68	Morgan Stanley ✦	1.48M	—	$492.27M	0.0%	n/c	1	SEC ↗
69	Morgan Stanley ✦	1.48M	—	$492.27M	0.0%	n/c	1	SEC ↗
70	Morgan Stanley ✦	1.48M	—	$492.27M	0.0%	n/c	1	SEC ↗
71	Morgan Stanley ✦	1.48M	—	$492.27M	0.0%	n/c	1	SEC ↗
72	Morgan Stanley ✦	1.48M	—	$492.27M	0.0%	n/c	1	SEC ↗
73	Morgan Stanley ✦	1.48M	—	$492.27M	0.0%	n/c	1	SEC ↗
74	Morgan Stanley ✦	1.48M	—	$492.27M	0.0%	n/c	1	SEC ↗
75	Morgan Stanley ✦	1.48M	—	$492.27M	0.0%	n/c	1	SEC ↗
76	Morgan Stanley ✦	1.48M	—	$492.27M	0.0%	n/c	1	SEC ↗
77	Morgan Stanley ✦	1.48M	—	$492.27M	0.0%	n/c	1	SEC ↗
78	Morgan Stanley ✦	1.48M	—	$492.27M	0.0%	n/c	1	SEC ↗
79	Morgan Stanley ✦	1.48M	—	$492.27M	0.0%	n/c	1	SEC ↗
80	Morgan Stanley ✦	1.48M	—	$492.27M	0.0%	n/c	1	SEC ↗
81	Morgan Stanley ✦	1.48M	—	$492.27M	0.0%	n/c	1	SEC ↗
82	Fidelity (FMR) ✦	1.12M	-54.3%	$373.25M	0.0%	▼ Trim	2	SEC ↗
83	Fidelity (FMR) ✦	1.12M	-54.3%	$373.25M	0.0%	▼ Trim	2	SEC ↗
84	Fidelity (FMR) ✦	1.12M	-54.3%	$373.25M	0.0%	▼ Trim	2	SEC ↗
85	Fidelity (FMR) ✦	1.12M	-54.3%	$373.25M	0.0%	▼ Trim	2	SEC ↗
86	Fidelity (FMR) ✦	1.12M	-54.3%	$373.25M	0.0%	▼ Trim	2	SEC ↗
87	Millennium Management ✦	1.05M	+1104.0%	$350.38M	0.3%	▲ Add	6	SEC ↗
88	Third Point ✦	594.14K	-4.9%	$197.67M	2.4%	▼ Trim	5	SEC ↗
89	Markel Group ✦	553.32K	+1.6%	$184.08M	1.5%	▲ Add	6	SEC ↗
90	Markel Group ✦	553.32K	+1.6%	$184.08M	1.5%	▲ Add	6	SEC ↗
91	Citadel Advisors ✦	384.35K	신규	$127.87M	0.1%	New	1	SEC ↗
92	Citadel Advisors ✦	384.35K	신규	$127.87M	0.1%	New	1	SEC ↗
93	Goldman Sachs Group ✦	285.61K	—	$95.02M	0.0%	n/c	1	SEC ↗
94	Goldman Sachs Group ✦	285.61K	—	$95.02M	0.0%	n/c	1	SEC ↗
95	Goldman Sachs Group ✦	285.61K	—	$95.02M	0.0%	n/c	1	SEC ↗
96	Goldman Sachs Group ✦	285.61K	—	$95.02M	0.0%	n/c	1	SEC ↗
97	Goldman Sachs Group ✦	285.61K	—	$95.02M	0.0%	n/c	1	SEC ↗
98	T. Rowe Price ✦	271.01K	-8.0%	$90.17M	0.0%	▼ Trim	6	SEC ↗
99	T. Rowe Price ✦	271.01K	-8.0%	$90.17M	0.0%	▼ Trim	6	SEC ↗
100	Bridgewater Associates ✦	208.74K	+8.3%	$69.45M	0.3%	▲ Add	6	SEC ↗

"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.

신규 매수자

Citadel Advisors	$127.87M	0.1%
Citadel Advisors	$127.87M	0.1%

청산됨

Norges Bank	$402.31M	이었음 0.1%
Adage Capital Partners	$12.00M	이었음 0.0%

전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 759 보유 기관, 81.60M 주식, $24.06B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.

공동 보유 빈도 높음

이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.

META24공동 보유자 MSFT24공동 보유자 AMZN23공동 보유자 COF23공동 보유자 UNP23공동 보유자

내부자 거래

공개시장 매수 (P)

당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.

공개시장 매도 (S)

Aug 20 Gates Greg

Officer · 4.12K 주(sh) · $1.46M

부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론

수익적 소유권

Aug 13 SC 13G — Janus Henderson Group Ltd.

원본 SEC 제출 서류 보기 ↗

Aug 04 SC 13G — Boston Partners