سجل الورقة المالية · ربع مؤرشف
LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
151الحاملون المتتبعون
-9Δ المساهمون
61.59Mالأسهم المحتفظ بها
$18.62Bالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−14الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -5.6% ·
تدفق الأسهم +3.1% ·
المراكز الجديدة الصافية -6.6%
· الصيغة
تراكم مركّز: أسهم متصاعدة لدى عدد أقل من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 25.58K | $8.05M | n/a | n/a |
| 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 | 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 · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (سلبي) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ ×21 |
| 2 | Dodge & Cox ✦ | 4.15M | +5.0% | $1.25B | 0.7% | ▲ Add | 7 | SEC ↗ |
| 3 | Boston Partners | 4.13M | +16.4% | $1.24B | 1.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Massachusetts Financial Services Co… | 3.87M | +4.0% | $1.17B | 0.4% | ▲ Add | 2 | SEC ↗ ×6 |
| 5 | Janus Henderson Group Plc | 3.67M | +8.6% | $1.10B | 0.5% | ▲ Add | 2 | SEC ↗ ×6 |
| 6 | Vanguard Capital Management Llc | 3.60M | n/a | $1.08B | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Principal Financial Group Inc | 2.64M | +36.3% | $793.16M | 0.4% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Capital World Investors ✦ | 2.31M | -36.2% | $695.65M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 9 | Lone Pine Capital ✦ | 2.05M | -1.2% | $616.69M | 4.9% | ▼ Trim | 8 | SEC ↗ |
| 10 | Alliancebernstein L.P. | 1.57M | +31.1% | $561.47M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (سلبي) | 1.86M | +1.1% | $560.53M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Wcm Investment Management, Llc | 1.73M | +0.8% | $520.63M | 1.2% | ▲ Add | 2 | SEC ↗ |
| 13 | Kayne Anderson Rudnick Investment… | 1.68M | -26.9% | $505.42M | 1.5% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Geode Capital Management ✦ (سلبي) | 1.59M | +2.6% | $478.51M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 15 | Fidelity (FMR) ✦ | 1.30M | +95.2% | $390.38M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 16 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×19 |
| 17 | Citadel Advisors ✦ | 923.47K | +159.1% | $277.81M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Millennium Management ✦ | 890.25K | +192.2% | $267.81M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 816.37K | +3.5% | $245.60M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 20 | Bank Of America Corp /De/ | 803.43K | +0.9% | $241.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 21 | JPMorgan Chase ✦ | 790.73K | -34.0% | $237.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×16 |
| 22 | Raymond James Financial Inc | 666.07K | -8.7% | $200.11M | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 23 | UBS Group AG | 653.88K | +52.5% | $196.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 24 | UBS AM, a distinct business unit of… | 591.67K | +1.7% | $177.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 25 | Markel Group ✦ | 559.95K | 0.0% | $168.45M | 1.4% | Held | 8 | SEC ↗ ×2 |
| 26 | Td Asset Management Inc | 554.13K | -12.5% | $166.70M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Northern Trust Corp | 525.45K | +1.9% | $158.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 28 | T. Rowe Price ✦ | 498.62K | +72.1% | $150.00M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 29 | American Century Companies Inc | 487.79K | +7.0% | $146.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Charles Schwab Investment… | 440.46K | +5.2% | $132.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 420.69K | -13.6% | $126.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 32 | Holocene Advisors, LP | 417.65K | +15.3% | $125.64M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 33 | Victory Capital Management Inc | 405.81K | +288.5% | $122.08M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 34 | Franklin Resources Inc | 402.01K | +148.5% | $120.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 35 | Bank of New York Mellon Corp | 383.84K | +5.0% | $115.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×17 |
| 36 | Caisse De Depot Et Placement Du… | 364.76K | +0.4% | $109.73M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 360.81K | +29.1% | $108.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 38 | Invesco Ltd. | 349.01K | -32.2% | $104.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 39 | Envestnet Asset Management Inc | 336.76K | -4.6% | $101.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Nomura Asset Management… | 328.87K | 0.0% | $98.94M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 41 | Voya Investment Management Llc | 329.27K | +4113.3% | $98.76M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Legal & General Group Plc | 287.07K | -22.1% | $86.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 43 | Ameriprise Financial Inc | 264.73K | +64.0% | $79.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 44 | Truist Financial Corp | 204.25K | -1.0% | $61.44M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | Deutsche Bank Ag\ | 167.68K | -10.9% | $50.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 46 | Sumitomo Mitsui Trust Group, Inc. | 167.53K | -5.1% | $50.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Nuveen, LLC | 165.82K | +3.9% | $49.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 48 | Stifel Financial Corp | 164.56K | -9.2% | $49.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 49 | Royal Bank Of Canada | 157.83K | -12.7% | $47.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 50 | Alyeska Investment Group, L.P. | 155.44K | جديد | $46.76M | 0.1% | New | 1 | SEC ↗ |
| 51 | California Public Employees… | 143.29K | -6.1% | $43.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Wellington Management ✦ | 142.14K | -4.2% | $42.76M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 53 | LPL Financial LLC | 142.12K | +5.5% | $42.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | National Pension Service | 140.55K | +11.5% | $42.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Jennison Associates Llc | 135.22K | +21.1% | $40.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Citigroup Inc | 128.60K | +29.7% | $38.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 57 | Neuberger Berman Group LLC | 127.42K | +2370.8% | $38.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Sei Investments Co | 126.77K | +13.4% | $38.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 59 | Amundi | 125.78K | -26.3% | $37.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 60 | Bamco Inc /Ny/ | 121.78K | -30.5% | $36.63M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 61 | Renaissance Technologies ✦ | 120.54K | +5.7% | $36.26M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 62 | California State Teachers… | 117.38K | -1.9% | $35.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | PFA Pension, Forsikringsaktieselskab | 114.85K | 0.0% | $34.55M | 0.1% | Held | 2 | SEC ↗ |
| 64 | Susquehanna International Group, Llp | 108.19K | +153.5% | $32.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 65 | Rhumbline Advisers | 101.06K | +0.3% | $30.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Danske Bank A/S | 99.64K | -19.9% | $29.97M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 67 | Jane Street Group, Llc | 98.61K | +2481.5% | $29.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 68 | Aberdeen Group plc | 98.44K | +1.0% | $29.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 69 | First Trust Advisors Lp | 93.55K | -5.0% | $28.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Barclays Plc | 92.60K | +4.3% | $27.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 71 | Mitsubishi UFJ Asset Management… | 85.93K | +10.2% | $25.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Ensign Peak Advisors, Inc | 72.86K | -33.7% | $21.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | State Board Of Administration Of… | 71.94K | -0.3% | $21.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Aviva Plc | 68.82K | +2.8% | $20.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Royal London Asset Management Ltd | 64.97K | +0.1% | $19.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | TD Waterhouse Canada Inc. | 67.39K | +204115.1% | $19.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 77 | Adage Capital Partners ✦ | 64.00K | +60.0% | $19.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Swedbank AB | 58.35K | -19.5% | $17.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Russell Investments Group, Ltd. | 56.63K | -4.2% | $17.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 80 | State Of Wisconsin Investment Board | 55.55K | +26.3% | $16.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Point72 Asset Management ✦ | 50.64K | +169.7% | $15.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Quantinno Capital Management LP | 46.52K | +33.1% | $13.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Bnp Paribas Financial Markets | 45.36K | +28.5% | $13.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Universal- Beteiligungs- und… | 45.28K | +6.3% | $13.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Hsbc Holdings Plc | 43.80K | -62.5% | $13.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 86 | New York State Common Retirement… | 43.64K | 0.0% | $13.13M | 0.0% | Held | 2 | SEC ↗ |
| 87 | Pictet Asset Management Holding SA | 39.83K | -10.4% | $11.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Zurcher Kantonalbank (Zurich… | 36.85K | -2.5% | $11.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | BNP Paribas Asset Management… | 34.99K | +18.8% | $10.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Mitsubishi UFJ Trust & Banking Corp | 34.43K | -3.7% | $10.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Captrust Financial Advisors | 33.17K | -9.6% | $9.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | AQR Capital Management ✦ | 32.92K | +40.4% | $9.90M | 0.0% | ▲ Add | 8 | SEC ↗ ×6 |
| 93 | Corient Private Wealth LP | 32.56K | -49.0% | $9.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 94 | Korea Investment CORP | 31.21K | -45.0% | $9.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Asset Management One Co., Ltd. | 29.58K | -2.2% | $8.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Nomura Asset Management Co Ltd | 25.76K | +0.7% | $7.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Nordea Investment Management Ab | 23.50K | +192.7% | $7.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Storebrand Asset Management As | 21.95K | -30.7% | $6.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Jones Financial Companies Lllp | 20.92K | +937.3% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 100 | Squarepoint Ops LLC | 20.46K | جديد | $6.15M | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Alyeska Investment Group, L.P. | $46.76M | 0.1% |
| Squarepoint Ops LLC | $6.15M | 0.0% |
تم الخروج
| Norges Bank | $371.62M | كان 0.0% |
| Third Point | $182.16M | كان 2.5% |
| Bridgewater Associates | $42.25M | كان 0.2% |
| D. E. Shaw & Co. | $27.95M | كان 0.0% |
| Nomura Holdings Inc | $9.33M | كان 0.0% |
| Marshall Wace | $3.48M | كان 0.0% |
| Focus Partners Wealth | $1.50M | كان 0.0% |
| Rakuten Investment… | $1.27M | كان 0.0% |
| Grantham, Mayo, Van Otterloo… | $1.25M | كان 0.0% |
| Walleye Trading LLC | $1.15M | كان 0.0% |
| Simplex Trading, Llc | $925,784 | كان 0.0% |
| Two Sigma Investments | $705,411 | كان 0.0% |
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: Q1 2026 ·
المنهجية ·
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