سجل الورقة المالية · ربع مؤرشف
LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
159الحاملون المتتبعون
+2Δ المساهمون
65.30Mالأسهم المحتفظ بها
$23.33Bالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−0الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +1.3% ·
تدفق الأسهم -0.8% ·
المراكز الجديدة الصافية +1.9%
· الصيغة
تشتت الملكية: مزيد من الملّاك وحصة إجمالية أصغر.
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (سلبي) | 8.15M | -1.9% | $2.91B | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (سلبي) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ ×21 |
| 3 | Dodge & Cox ✦ | 3.95M | +18.6% | $1.41B | 0.8% | ▲ Add | 6 | SEC ↗ |
| 4 | Massachusetts Financial Services Co… | 3.72M | n/a | $1.33B | 0.4% | n/c | 1 | SEC ↗ ×6 |
| 5 | Capital World Investors ✦ | 3.63M | +37.9% | $1.29B | 0.2% | ▲ Add | 7 | SEC ↗ |
| 6 | Boston Partners | 3.55M | n/a | $1.27B | 1.3% | n/c | 1 | SEC ↗ ×4 |
| 7 | Janus Henderson Group Plc | 3.38M | n/a | $1.21B | 0.5% | n/c | 1 | SEC ↗ ×6 |
| 8 | Kayne Anderson Rudnick Investment… | 2.30M | n/a | $820.97M | 2.2% | n/c | 1 | SEC ↗ ×3 |
| 9 | Lone Pine Capital ✦ | 2.07M | -8.0% | $741.11M | 5.4% | ▼ Trim | 7 | SEC ↗ |
| 10 | Principal Financial Group Inc | 1.93M | n/a | $690.95M | 0.4% | n/c | 1 | SEC ↗ ×4 |
| 11 | State Street Global Advisors ✦ (سلبي) | 1.84M | +0.8% | $658.31M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×17 |
| 13 | Wcm Investment Management, Llc | 1.72M | n/a | $619.30M | 1.3% | n/c | 1 | SEC ↗ |
| 14 | Geode Capital Management ✦ (سلبي) | 1.55M | +0.8% | $553.86M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 15 | Alliancebernstein L.P. | 1.20M | n/a | $428.37M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 17 | Norges Bank ✦ (سلبي) | 1.04M | جديد | $371.62M | 0.0% | New | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 796.17K | n/a | $284.37M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 19 | Dimensional Fund Advisors Lp | 788.34K | n/a | $281.58M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 20 | Raymond James Financial Inc | 729.57K | n/a | $261.68M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 21 | Fidelity (FMR) ✦ | 664.98K | -40.7% | $237.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 22 | Td Asset Management Inc | 633.19K | n/a | $226.16M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 23 | UBS AM, a distinct business unit of… | 581.92K | n/a | $207.85M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 24 | Markel Group ✦ | 559.95K | +1.2% | $200.00M | 1.6% | ▲ Add | 7 | SEC ↗ ×2 |
| 25 | Northern Trust Corp | 515.46K | n/a | $184.11M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 26 | Invesco Ltd. | 514.69K | n/a | $183.83M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 27 | Third Point ✦ | 510.00K | -14.2% | $182.16M | 2.5% | ▼ Trim | 6 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 486.93K | n/a | $173.92M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 29 | American Century Companies Inc | 455.76K | n/a | $162.78M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | UBS Group AG | 428.75K | n/a | $153.14M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 31 | Charles Schwab Investment… | 418.57K | n/a | $149.50M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Legal & General Group Plc | 368.30K | n/a | $131.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Bank of New York Mellon Corp | 365.38K | n/a | $130.50M | 0.0% | n/c | 1 | SEC ↗ ×17 |
| 34 | Caisse De Depot Et Placement Du… | 363.46K | n/a | $129.82M | 0.2% | n/c | 1 | SEC ↗ |
| 35 | Holocene Advisors, LP | 362.36K | n/a | $129.43M | 0.3% | n/c | 1 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 356.45K | -7.3% | $127.31M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 352.94K | n/a | $126.06M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Nomura Asset Management… | 328.93K | n/a | $117.48M | 0.2% | n/c | 1 | SEC ↗ |
| 39 | Millennium Management ✦ | 304.71K | -71.1% | $108.83M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 40 | T. Rowe Price ✦ | 289.69K | +6.9% | $103.47M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 41 | Goldman Sachs Group ✦ | 279.49K | -2.1% | $99.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 42 | Truist Financial Corp | 206.34K | n/a | $73.70M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 43 | Deutsche Bank Ag\ | 188.10K | n/a | $67.18M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 44 | Stifel Financial Corp | 181.20K | n/a | $64.72M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 45 | Royal Bank Of Canada | 180.72K | n/a | $64.55M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 46 | Sumitomo Mitsui Trust Group, Inc. | 176.48K | n/a | $63.03M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bamco Inc /Ny/ | 175.25K | n/a | $62.59M | 0.2% | n/c | 1 | SEC ↗ |
| 48 | Amundi | 170.75K | n/a | $60.99M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Franklin Resources Inc | 161.77K | n/a | $57.78M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 50 | Ameriprise Financial Inc | 161.41K | n/a | $57.65M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 51 | Nuveen, LLC | 159.60K | n/a | $57.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 52 | California Public Employees… | 152.67K | n/a | $54.53M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Wellington Management ✦ | 148.45K | -7.3% | $53.02M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 54 | LPL Financial LLC | 134.64K | n/a | $48.09M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Northwestern Mutual Wealth… | 134.22K | n/a | $47.94M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Allspring Global Investments… | 124.73K | n/a | $45.11M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 57 | National Pension Service | 126.03K | n/a | $45.01M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Danske Bank A/S | 124.33K | n/a | $44.41M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 59 | California State Teachers… | 119.65K | n/a | $42.74M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bridgewater Associates ✦ | 118.29K | -43.3% | $42.25M | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 61 | Hsbc Holdings Plc | 116.82K | n/a | $41.77M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 62 | PFA Pension, Forsikringsaktieselskab | 114.85K | n/a | $41.32M | 0.1% | n/c | 1 | SEC ↗ |
| 63 | Renaissance Technologies ✦ | 114.06K | +38.1% | $40.74M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 64 | Sei Investments Co | 111.81K | n/a | $39.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Jennison Associates Llc | 111.67K | n/a | $39.88M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Ensign Peak Advisors, Inc | 109.88K | n/a | $39.25M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Victory Capital Management Inc | 104.45K | n/a | $37.31M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Rhumbline Advisers | 100.76K | n/a | $35.99M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Citigroup Inc | 99.16K | n/a | $35.42M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 70 | First Trust Advisors Lp | 98.53K | n/a | $35.19M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Aberdeen Group plc | 97.43K | n/a | $34.80M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 72 | Barclays Plc | 88.79K | n/a | $31.71M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 73 | Mitsubishi UFJ Asset Management… | 77.99K | n/a | $28.20M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | D. E. Shaw & Co. ✦ | 78.25K | +2.1% | $27.95M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 75 | Swedbank AB | 72.49K | n/a | $25.89M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | State Board Of Administration Of… | 72.20K | n/a | $25.79M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Aviva Plc | 66.94K | n/a | $23.91M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Royal London Asset Management Ltd | 64.92K | n/a | $23.19M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Corient Private Wealth LP | 63.83K | n/a | $22.60M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 80 | Russell Investments Group, Ltd. | 59.13K | n/a | $21.14M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 81 | Korea Investment CORP | 56.71K | n/a | $20.26M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Pictet Asset Management Holding SA | 44.46K | n/a | $15.88M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | State Of Wisconsin Investment Board | 43.99K | n/a | $15.71M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | New York State Common Retirement… | 43.64K | n/a | $15.59M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Susquehanna International Group, Llp | 42.69K | n/a | $15.25M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Universal- Beteiligungs- und… | 42.59K | n/a | $15.19M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Adage Capital Partners ✦ | 40.00K | جديد | $14.29M | 0.0% | New | 1 | SEC ↗ |
| 88 | Zurcher Kantonalbank (Zurich… | 37.80K | n/a | $13.50M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Captrust Financial Advisors | 36.69K | n/a | $13.10M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Mitsubishi UFJ Trust & Banking Corp | 35.75K | n/a | $12.77M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bnp Paribas Financial Markets | 35.30K | n/a | $12.61M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Quantinno Capital Management LP | 34.95K | n/a | $12.48M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Storebrand Asset Management As | 31.69K | n/a | $11.32M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Asset Management One Co., Ltd. | 30.23K | n/a | $11.07M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | BNP Paribas Asset Management… | 29.47K | n/a | $10.54M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Assenagon Asset Management S.A. | 28.91K | n/a | $10.33M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Man Group plc | 27.22K | n/a | $9.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 98 | Nomura Holdings Inc | 26.13K | n/a | $9.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 99 | Nomura Asset Management Co Ltd | 25.58K | n/a | $9.14M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | AQR Capital Management ✦ | 23.45K | -16.8% | $8.37M | 0.0% | ▼ Trim | 7 | SEC ↗ ×5 |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Norges Bank | $371.62M | 0.0% |
| Adage Capital Partners | $14.29M | 0.0% |
تم الخروج
| لا توجد خروجات متابعة هذا الربع. |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 759 المالكون, 81.60M الأسهم, $24.06B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
مشتريات السوق المفتوحة (P)
لا توجد مشتريات داخلية في السوق المفتوحة ضمن نافذة التغطية لدينا.
مبيعات السوق المفتوحة (S)
Sep 11
Reeping Katharine
Officer · 440 سهم · $153,049
Aug 27
Jambusaria Aneri
Officer · 308 سهم · $110,067
Aug 20
Gates Greg
Officer · 4.12K سهم · $1.46M
لا تُحتسب هنا الجوائز وعمليات التنفيذ والاستقطاع الضريبي ضمن عمليات الشراء أو البيع. المنهجية
Aug 13
SC 13G: Janus Henderson Group Ltd.
Aug 04
SC 13G: Boston Partners
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q4 2025 ·
المنهجية ·
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