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

151추적 보유자

-9Δ 보유자

61.59M보유 주식 수

$18.62B보고 가치

+4신규 편입 포지션

−14청산

Falling 확신도 점수 37/100 산출 방식 → 리서치 데스크에서 설명 보기 →

모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 -5.6% · 주식 흐름 +3.1% · 순 신규 포지션 -6.6% — 산식
집중 매집 — 더 적은 보유자 사이에서 주식 수 증가

모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026

시계열 보유 현황

분기	보유자	Δ	주식 수	보고 가치	신규	청산
Q2 2026	155	+7	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 · Q1 2026

#	운용사	주식 수	Δ 주식 수	가치	비중		보유
1	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
2	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
3	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
4	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
5	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
6	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
7	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
8	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
9	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
10	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
11	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
12	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
13	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
14	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
15	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
16	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
17	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
18	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
19	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
20	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
21	BlackRock ✦ (패시브)	4.97M	-0.3%	$1.50B	0.0%	▼ Trim	4	SEC ↗
22	Dodge & Cox ✦	4.15M	+5.0%	$1.25B	0.7%	▲ Add	7	SEC ↗
23	Boston Partners	4.13M	+16.4%	$1.24B	1.3%	▲ Add	2	SEC ↗
24	Boston Partners	4.13M	+16.4%	$1.24B	1.3%	▲ Add	2	SEC ↗
25	Boston Partners	4.13M	+16.4%	$1.24B	1.3%	▲ Add	2	SEC ↗
26	Boston Partners	4.13M	+16.4%	$1.24B	1.3%	▲ Add	2	SEC ↗
27	Massachusetts Financial Services Co…	3.87M	+4.0%	$1.17B	0.4%	▲ Add	2	SEC ↗
28	Massachusetts Financial Services Co…	3.87M	+4.0%	$1.17B	0.4%	▲ Add	2	SEC ↗
29	Massachusetts Financial Services Co…	3.87M	+4.0%	$1.17B	0.4%	▲ Add	2	SEC ↗
30	Massachusetts Financial Services Co…	3.87M	+4.0%	$1.17B	0.4%	▲ Add	2	SEC ↗
31	Massachusetts Financial Services Co…	3.87M	+4.0%	$1.17B	0.4%	▲ Add	2	SEC ↗
32	Massachusetts Financial Services Co…	3.87M	+4.0%	$1.17B	0.4%	▲ Add	2	SEC ↗
33	Janus Henderson Group Plc	3.67M	+8.6%	$1.10B	0.5%	▲ Add	2	SEC ↗
34	Janus Henderson Group Plc	3.67M	+8.6%	$1.10B	0.5%	▲ Add	2	SEC ↗
35	Janus Henderson Group Plc	3.67M	+8.6%	$1.10B	0.5%	▲ Add	2	SEC ↗
36	Janus Henderson Group Plc	3.67M	+8.6%	$1.10B	0.5%	▲ Add	2	SEC ↗
37	Janus Henderson Group Plc	3.67M	+8.6%	$1.10B	0.5%	▲ Add	2	SEC ↗
38	Janus Henderson Group Plc	3.67M	+8.6%	$1.10B	0.5%	▲ Add	2	SEC ↗
39	Vanguard Capital Management Llc	3.60M	—	$1.08B	0.0%	n/c	1	SEC ↗
40	Principal Financial Group Inc	2.64M	+36.3%	$793.16M	0.4%	▲ Add	2	SEC ↗
41	Principal Financial Group Inc	2.64M	+36.3%	$793.16M	0.4%	▲ Add	2	SEC ↗
42	Principal Financial Group Inc	2.64M	+36.3%	$793.16M	0.4%	▲ Add	2	SEC ↗
43	Principal Financial Group Inc	2.64M	+36.3%	$793.16M	0.4%	▲ Add	2	SEC ↗
44	Capital World Investors ✦	2.31M	-36.2%	$695.65M	0.1%	▼ Trim	8	SEC ↗
45	Lone Pine Capital ✦	2.05M	-1.2%	$616.69M	4.9%	▼ Trim	8	SEC ↗
46	Alliancebernstein L.P.	1.57M	+31.1%	$561.47M	0.2%	▲ Add	2	SEC ↗
47	State Street Global Advisors ✦ (패시브)	1.86M	+1.1%	$560.53M	0.0%	▲ Add	6	SEC ↗
48	Wcm Investment Management, Llc	1.73M	+0.8%	$520.63M	1.2%	▲ Add	2	SEC ↗
49	Kayne Anderson Rudnick Investment…	1.68M	-26.9%	$505.42M	1.5%	▼ Trim	2	SEC ↗
50	Kayne Anderson Rudnick Investment…	1.68M	-26.9%	$505.42M	1.5%	▼ Trim	2	SEC ↗
51	Kayne Anderson Rudnick Investment…	1.68M	-26.9%	$505.42M	1.5%	▼ Trim	2	SEC ↗
52	Geode Capital Management ✦ (패시브)	1.59M	+2.6%	$478.51M	0.0%	▲ Add	8	SEC ↗
53	Geode Capital Management ✦ (패시브)	1.59M	+2.6%	$478.51M	0.0%	▲ Add	8	SEC ↗
54	Fidelity (FMR) ✦	1.30M	+95.2%	$390.38M	0.0%	▲ Add	4	SEC ↗
55	Fidelity (FMR) ✦	1.30M	+95.2%	$390.38M	0.0%	▲ Add	4	SEC ↗
56	Fidelity (FMR) ✦	1.30M	+95.2%	$390.38M	0.0%	▲ Add	4	SEC ↗
57	Fidelity (FMR) ✦	1.30M	+95.2%	$390.38M	0.0%	▲ Add	4	SEC ↗
58	Fidelity (FMR) ✦	1.30M	+95.2%	$390.38M	0.0%	▲ Add	4	SEC ↗
59	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
60	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
61	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
62	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
63	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
64	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
65	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
66	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
67	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
68	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
69	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
70	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
71	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
72	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
73	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
74	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
75	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
76	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
77	Morgan Stanley ✦	1.28M	-27.2%	$386.17M	0.0%	▼ Trim	3	SEC ↗
78	Citadel Advisors ✦	923.47K	+159.1%	$277.81M	0.2%	▲ Add	3	SEC ↗
79	Citadel Advisors ✦	923.47K	+159.1%	$277.81M	0.2%	▲ Add	3	SEC ↗
80	Millennium Management ✦	890.25K	+192.2%	$267.81M	0.2%	▲ Add	8	SEC ↗
81	Dimensional Fund Advisors Lp	816.37K	+3.5%	$245.60M	0.1%	▲ Add	2	SEC ↗
82	Dimensional Fund Advisors Lp	816.37K	+3.5%	$245.60M	0.1%	▲ Add	2	SEC ↗
83	Dimensional Fund Advisors Lp	816.37K	+3.5%	$245.60M	0.1%	▲ Add	2	SEC ↗
84	Dimensional Fund Advisors Lp	816.37K	+3.5%	$245.60M	0.1%	▲ Add	2	SEC ↗
85	Dimensional Fund Advisors Lp	816.37K	+3.5%	$245.60M	0.1%	▲ Add	2	SEC ↗
86	Bank Of America Corp /De/	803.43K	+0.9%	$241.70M	0.0%	▲ Add	2	SEC ↗
87	Bank Of America Corp /De/	803.43K	+0.9%	$241.70M	0.0%	▲ Add	2	SEC ↗
88	Bank Of America Corp /De/	803.43K	+0.9%	$241.70M	0.0%	▲ Add	2	SEC ↗
89	Bank Of America Corp /De/	803.43K	+0.9%	$241.70M	0.0%	▲ Add	2	SEC ↗
90	Bank Of America Corp /De/	803.43K	+0.9%	$241.70M	0.0%	▲ Add	2	SEC ↗
91	Bank Of America Corp /De/	803.43K	+0.9%	$241.70M	0.0%	▲ Add	2	SEC ↗
92	Bank Of America Corp /De/	803.43K	+0.9%	$241.70M	0.0%	▲ Add	2	SEC ↗
93	JPMorgan Chase ✦	790.73K	-34.0%	$237.36M	0.0%	▼ Trim	3	SEC ↗
94	JPMorgan Chase ✦	790.73K	-34.0%	$237.36M	0.0%	▼ Trim	3	SEC ↗
95	JPMorgan Chase ✦	790.73K	-34.0%	$237.36M	0.0%	▼ Trim	3	SEC ↗
96	JPMorgan Chase ✦	790.73K	-34.0%	$237.36M	0.0%	▼ Trim	3	SEC ↗
97	JPMorgan Chase ✦	790.73K	-34.0%	$237.36M	0.0%	▼ Trim	3	SEC ↗
98	JPMorgan Chase ✦	790.73K	-34.0%	$237.36M	0.0%	▼ Trim	3	SEC ↗
99	JPMorgan Chase ✦	790.73K	-34.0%	$237.36M	0.0%	▼ Trim	3	SEC ↗
100	JPMorgan Chase ✦	790.73K	-34.0%	$237.36M	0.0%	▼ Trim	3	SEC ↗

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

신규 매수자

이번 분기 신규 추적 매수자가 없습니다.

청산됨

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

META150공동 보유자 MSFT150공동 보유자 GOOGL150공동 보유자 NVDA148공동 보유자 V148공동 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