有価証券レコード · アーカイブ済み四半期

LPLA

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

320.96 -2.0% 時価総額 $25.27B 株価は遅延表示（FMP） · 時点 Oct 18 03:59 UTC · 下記ファイリングデータとは別個

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

151追跡対象保有者

-9Δ保有者数

61.59M保有株数

$18.62B報告済み評価額

+4新規ポジション

−14解消銘柄

Falling コンビクションスコア 37/100 算出方法 → リサーチデスクで解説する →

モメンタム指標（同類マネージャー）：保有者の広がり -5.6% · 株式フロー +3.1% · 新規ネットポジション数 -6.6% · 計算式
集中的な積み上げ：少数の保有者による株数の増加

すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q1 2026

保有状況の推移

四半期	保有者	Δ	株数	報告済み評価額	新規	解消銘柄
Q3 2026	3	0	25.58K	$8.05M	n/a	n/a
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

保有者数

保有者情報 · Q1 2026

#	運用会社	株数	Δ株式数	時価	そのウェイト		保有中
1	BlackRock ✦ (パッシブ)	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 ✦ (パッシブ)	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 ✦ (パッシブ)	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	新規	$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	新規	$6.15M	0.0%	New	1	SEC ↗

「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。

新規買い手

Alyeska Investment Group, L.P.	$46.76M	0.1%
Squarepoint Ops LLC	$6.15M	0.0%

ポジション解消済み

Norges Bank	$371.62M	だった 0.0%
Third Point	$182.16M	だった 2.5%
Bridgewater Associates	$42.25M	だった 0.2%
D. E. Shaw & Co.	$27.95M	だった 0.0%
Nomura Holdings Inc	$9.33M	だった 0.0%
Marshall Wace	$3.48M	だった 0.0%
Focus Partners Wealth	$1.50M	だった 0.0%
Rakuten Investment…	$1.27M	だった 0.0%
Grantham, Mayo, Van Otterloo…	$1.25M	だった 0.0%
Walleye Trading LLC	$1.15M	だった 0.0%
Simplex Trading, Llc	$925,784	だった 0.0%
Two Sigma Investments	$705,411	だった 0.0%

市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 759 保有者, 81.60M 株式数, $24.06B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。

共同保有が多い銘柄

この有価証券の追跡対象保有者が最も多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。

META150共有保有者 GOOGL150共有保有者 MSFT150共有保有者 NVDA148共有保有者 V148共有保有者

インサイダー取引

市場内買い付け (P)

カバレッジ期間内にインサイダーによる市場内買い付けはありません。

市場内売却 (S)

Sep 11 Reeping Katharine

Officer · 440 株 · $153,049

Aug 27 Jambusaria Aneri

Officer · 308 株 · $110,067

Aug 20 Gates Greg

Officer · 4.12K 株 · $1.46M

株式付与、権利行使および税務目的の株式差し引きは、買いや売りとして集計しません。方法論

実質的所有権

Aug 13 SC 13G: Janus Henderson Group Ltd.

SECオリジナル提出書類を表示 ↗

Aug 04 SC 13G: Boston Partners