증권 기록 · 과거 분기 (아카이브)

LPLA

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

320.96 -2.0% 시가총액 $25.27B 주가 지연 (FMP) · 기준일 Oct 16 22:08 UTC · 아래 신고 데이터와 별개

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

159추적 보유자

+2Δ 보유자

65.30M보유 주식 수

$23.33B보고 가치

+3신규 편입 포지션

−0청산

Stable 확신도 점수 52/100 6 추적 주식 수 증가 분기 수 ●●●●●● 산출 방식 → 리서치 데스크에서 설명 보기 →

모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 +1.3% · 주식 흐름 -0.8% · 순 신규 포지션 +1.9% · 산식
보유자 분산: 보유자 수 증가, 집계 지분 축소

모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025

시계열 보유 현황

분기	보유자	Δ	주식 수	보고 가치	신규	청산
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

보유자 수

보유 현황 · Q4 2025

#	운용사	주식 수	Δ 주식 수	가치	비중		보유
1	The Vanguard Group ✦ (패시브)	8.15M	-1.9%	$2.91B	0.0%	▼ Trim	3	SEC ↗ ×6
2	BlackRock ✦ (패시브)	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 ✦ (패시브)	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 ✦ (패시브)	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 ✦ (패시브)	1.04M	신규	$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	신규	$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

"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.

신규 매수자

Norges Bank	$371.62M	0.0%
Adage Capital Partners	$14.29M	0.0%

청산됨

이번 분기 추적된 청산 종목이 없습니다.

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 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.

MSFT159공동 보유자 GOOGL157공동 보유자 AMZN157공동 보유자 META156공동 보유자 NVDA156공동 보유자

내부자 거래

공개시장 매수 (P)

당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.

공개시장 매도 (S)

Sep 11 Reeping Katharine

Officer · 440 주(sh) · $153,049

Aug 27 Jambusaria Aneri

Officer · 308 주(sh) · $110,067

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