증권 기록

LPLA

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

330.88 +0.9% 시가총액 $26.46B 주가 지연 (FMP) · 기준일 Oct 11 03:53 UTC — 아래 신고 데이터와 별개

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

155추적 보유자

+6Δ 보유자

57.43M보유 주식 수

$16.18B보고 가치

+11신규 편입 포지션

−4청산

Stable 확신도 점수 39/100 산출 방식 → 리서치 데스크에서 설명 보기 →

모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 +4.0% · 주식 흐름 -2.4% · 순 신규 포지션 +4.5% — 산식
소유권 분산 — 보유자 수 증가, 총 지분 축소

모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026

시계열 보유 현황

분기	보유자	Δ	주식 수	보고 가치	신규	청산
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	—
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 · Q2 2026

#	운용사	주식 수	Δ 주식 수	가치	비중		보유
1	BlackRock ✦ (패시브)	4.73M	-4.8%	$1.33B	0.0%	▼ Trim	5	SEC ↗ ×20
2	Dodge & Cox ✦	4.58M	+10.4%	$1.29B	0.7%	▲ Add	8	SEC ↗
3	Boston Partners	4.25M	+2.9%	$1.20B	1.1%	▲ Add	3	SEC ↗ ×4
4	Vanguard Capital Management Llc	3.61M	+0.5%	$1.02B	0.0%	▲ Add	2	SEC ↗
5	Principal Financial Group Inc	2.68M	+1.8%	$756.31M	0.4%	▲ Add	3	SEC ↗ ×4
6	Capital World Investors ✦	2.34M	+1.3%	$660.05M	0.1%	▲ Add	9	SEC ↗
7	State Street Global Advisors ✦ (패시브)	1.93M	+3.8%	$544.84M	0.0%	▲ Add	7	SEC ↗
8	Wcm Investment Management, Llc	1.81M	+4.4%	$487.34M	0.9%	▲ Add	3	SEC ↗
9	Goldman Sachs Group ✦	1.70M	+370.1%	$477.72M	0.1%	▲ Add	4	SEC ↗ ×4
10	Geode Capital Management ✦ (패시브)	1.50M	-5.8%	$422.04M	0.0%	▼ Trim	9	SEC ↗ ×2
11	Assenagon Asset Management S.A.	1.49M	+8970.4%	$420.88M	0.3%	▲ Add	3	SEC ↗ ×2
12	Alliancebernstein L.P.	1.39M	-11.8%	$416.88M	0.1%	▼ Trim	3	SEC ↗
13	Massachusetts Financial Services Co…	1.46M	-62.3%	$413.83M	0.1%	▼ Trim	3	SEC ↗ ×6
14	Kayne Anderson Rudnick Investment…	1.43M	-14.6%	$404.08M	1.3%	▼ Trim	3	SEC ↗ ×3
15	Lone Pine Capital ✦	1.22M	-40.5%	$343.40M	2.1%	▼ Trim	9	SEC ↗
16	Norges Bank ✦ (패시브)	1.05M	신규	$297.04M	0.0%	New	1	SEC ↗
17	Fidelity (FMR) ✦	981.39K	-24.4%	$276.44M	0.0%	▼ Trim	5	SEC ↗ ×5
18	Marshall Wace ✦	975.63K	신규	$274.81M	0.2%	New	1	SEC ↗ ×4
19	Morgan Stanley ✦	861.98K	-32.9%	$242.80M	0.0%	▼ Trim	4	SEC ↗ ×18
20	Dimensional Fund Advisors Lp	820.60K	+0.5%	$231.07M	0.0%	▲ Add	3	SEC ↗ ×5
21	Bank Of America Corp /De/	815.66K	+1.5%	$229.76M	0.0%	▲ Add	3	SEC ↗ ×6
22	Raymond James Financial Inc	645.37K	-3.1%	$181.79M	0.0%	▼ Trim	3	SEC ↗ ×6
23	Citadel Advisors ✦	642.76K	-30.4%	$181.05M	0.1%	▼ Trim	4	SEC ↗ ×2
24	Jane Street Group, Llc	642.48K	+551.5%	$180.97M	0.1%	▲ Add	3	SEC ↗ ×2
25	UBS AM, a distinct business unit of…	578.03K	-2.3%	$162.82M	0.0%	▼ Trim	3	SEC ↗ ×12
26	Markel Group ✦	559.95K	0.0%	$157.73M	1.2%	Held	9	SEC ↗ ×2
27	UBS Group AG	540.25K	-17.4%	$152.18M	0.0%	▼ Trim	3	SEC ↗ ×6
28	T. Rowe Price ✦	539.92K	+8.3%	$152.09M	0.0%	▲ Add	9	SEC ↗ ×2
29	Northern Trust Corp	508.63K	-3.2%	$143.27M	0.0%	▼ Trim	3	SEC ↗ ×7
30	Point72 Asset Management ✦	507.35K	+901.8%	$142.91M	0.2%	▲ Add	3	SEC ↗
31	Charles Schwab Investment…	481.37K	+9.3%	$135.59M	0.0%	▲ Add	3	SEC ↗ ×2
32	Holocene Advisors, LP	462.48K	+10.7%	$130.27M	0.3%	▲ Add	3	SEC ↗
33	Td Asset Management Inc	461.37K	-16.7%	$129.96M	0.1%	▼ Trim	3	SEC ↗
34	Bnp Paribas Financial Markets	448.36K	+888.5%	$126.29M	0.1%	▲ Add	3	SEC ↗
35	Victory Capital Management Inc	443.43K	+9.3%	$124.91M	0.1%	▲ Add	3	SEC ↗ ×3
36	Wells Fargo & Company/Mn	387.22K	-8.0%	$109.07M	0.0%	▼ Trim	3	SEC ↗ ×4
37	JPMorgan Chase ✦	392.56K	-50.4%	$105.69M	0.0%	▼ Trim	4	SEC ↗ ×16
38	Bank of New York Mellon Corp	350.26K	-8.8%	$98.66M	0.0%	▼ Trim	3	SEC ↗ ×16
39	Qube Research & Technologies Ltd	344.50K	신규	$97.04M	0.1%	New	1	SEC ↗
40	Envestnet Asset Management Inc	290.12K	-13.8%	$81.72M	0.0%	▼ Trim	3	SEC ↗
41	Adage Capital Partners ✦	289.00K	+351.6%	$81.41M	0.1%	▲ Add	3	SEC ↗
42	Legal & General Group Plc	283.46K	-1.3%	$79.84M	0.0%	▼ Trim	3	SEC ↗ ×3
43	American Century Companies Inc	282.64K	-42.1%	$79.61M	0.0%	▼ Trim	3	SEC ↗
44	Susquehanna International Group, Llp	252.97K	+133.8%	$71.26M	0.1%	▲ Add	3	SEC ↗
45	Caisse De Depot Et Placement Du…	231.87K	-36.4%	$65.31M	0.1%	▼ Trim	3	SEC ↗
46	Millennium Management ✦	206.16K	-76.8%	$58.07M	0.0%	▼ Trim	9	SEC ↗
47	Nuveen, LLC	205.38K	+23.9%	$57.85M	0.0%	▲ Add	3	SEC ↗ ×4
48	Deutsche Bank Ag\	201.84K	+20.4%	$56.85M	0.0%	▲ Add	3	SEC ↗ ×9
49	Sumitomo Mitsui Trust Group, Inc.	167.65K	+0.1%	$47.22M	0.0%	▲ Add	3	SEC ↗
50	Amundi	164.40K	+30.7%	$46.31M	0.0%	▲ Add	3	SEC ↗ ×3
51	Stifel Financial Corp	162.53K	-1.2%	$45.78M	0.0%	▼ Trim	3	SEC ↗ ×7
52	Balyasny Asset Management L.P.	161.64K	신규	$45.53M	0.1%	New	1	SEC ↗
53	National Pension Service	161.31K	+14.8%	$45.44M	0.0%	▲ Add	3	SEC ↗
54	Alyeska Investment Group, L.P.	155.02K	-0.3%	$43.67M	0.1%	▼ Trim	2	SEC ↗
55	Renaissance Technologies ✦	151.66K	+25.8%	$42.72M	0.1%	▲ Add	6	SEC ↗
56	LPL Financial LLC	146.21K	+2.9%	$41.18M	0.0%	▲ Add	3	SEC ↗
57	Barclays Plc	143.70K	+55.2%	$40.48M	0.0%	▲ Add	3	SEC ↗ ×4
58	Franklin Resources Inc	134.65K	-66.5%	$37.93M	0.0%	▼ Trim	3	SEC ↗ ×7
59	Ameriprise Financial Inc	124.82K	-52.9%	$35.16M	0.0%	▼ Trim	3	SEC ↗ ×5
60	Bamco Inc /Ny/	114.22K	-6.2%	$32.17M	0.0%	▼ Trim	3	SEC ↗
61	Toronto Dominion Bank	111.34K	+927.5%	$31.36M	0.1%	▲ Add	3	SEC ↗ ×2
62	California Public Employees…	107.38K	-25.1%	$30.25M	0.0%	▼ Trim	3	SEC ↗
63	Invesco Ltd.	106.65K	-69.4%	$30.04M	0.0%	▼ Trim	3	SEC ↗ ×11
64	Danske Bank A/S	97.36K	-2.3%	$27.42M	0.1%	▼ Trim	3	SEC ↗ ×3
65	Sei Investments Co	97.06K	-23.4%	$27.34M	0.0%	▼ Trim	3	SEC ↗ ×2
66	Mitsubishi UFJ Asset Management…	95.36K	+11.0%	$26.86M	0.0%	▲ Add	3	SEC ↗
67	Rhumbline Advisers	92.50K	-8.5%	$26.05M	0.0%	▼ Trim	3	SEC ↗
68	Ensign Peak Advisors, Inc	86.04K	+18.1%	$24.24M	0.0%	▲ Add	3	SEC ↗
69	Royal Bank Of Canada	84.26K	-46.6%	$23.73M	0.0%	▼ Trim	3	SEC ↗ ×6
70	Wellington Management ✦	77.87K	-45.2%	$21.93M	0.0%	▼ Trim	9	SEC ↗ ×2
71	Aberdeen Group plc	75.86K	-22.9%	$21.37M	0.0%	▼ Trim	3	SEC ↗ ×3
72	Russell Investments Group, Ltd.	75.79K	+33.8%	$21.30M	0.0%	▲ Add	3	SEC ↗ ×11
73	Nomura Asset Management…	71.15K	-78.4%	$20.04M	0.0%	▼ Trim	3	SEC ↗
74	State Board Of Administration Of…	70.28K	-2.3%	$19.80M	0.0%	▼ Trim	3	SEC ↗
75	Hsbc Holdings Plc	70.36K	+60.6%	$19.78M	0.0%	▲ Add	3	SEC ↗ ×6
76	Aviva Plc	69.32K	+0.7%	$19.53M	0.0%	▲ Add	3	SEC ↗
77	Healthcare Of Ontario Pension Plan…	66.00K	신규	$18.59M	0.0%	New	1	SEC ↗
78	Citigroup Inc	65.40K	-49.1%	$18.42M	0.0%	▼ Trim	3	SEC ↗ ×3
79	Royal London Asset Management Ltd	63.71K	-1.9%	$17.95M	0.0%	▼ Trim	3	SEC ↗
80	Voya Investment Management Llc	54.95K	-83.3%	$15.48M	0.0%	▼ Trim	3	SEC ↗ ×3
81	Jennison Associates Llc	53.97K	-60.1%	$15.20M	0.0%	▼ Trim	3	SEC ↗
82	State Of Wisconsin Investment Board	50.50K	-9.1%	$14.22M	0.0%	▼ Trim	3	SEC ↗
83	Truist Financial Corp	50.28K	-75.4%	$14.16M	0.0%	▼ Trim	3	SEC ↗ ×3
84	Schroder Investment Management Group	47.09K	+1573.0%	$13.27M	0.0%	▲ Add	2	SEC ↗ ×2
85	Quantinno Capital Management LP	43.84K	-5.8%	$12.35M	0.0%	▼ Trim	3	SEC ↗
86	Universal- Beteiligungs- und…	43.56K	-3.8%	$12.26M	0.0%	▼ Trim	3	SEC ↗
87	New York State Common Retirement…	40.44K	-7.3%	$11.39M	0.0%	▼ Trim	3	SEC ↗
88	Pictet Asset Management Holding SA	39.49K	-0.8%	$11.12M	0.0%	▼ Trim	3	SEC ↗
89	Korea Investment CORP	36.81K	+17.9%	$10.37M	0.0%	▲ Add	3	SEC ↗
90	Mitsubishi UFJ Trust & Banking Corp	35.65K	+3.5%	$10.04M	0.0%	▲ Add	3	SEC ↗
91	Zurcher Kantonalbank (Zurich…	35.40K	-4.0%	$9.97M	0.0%	▼ Trim	3	SEC ↗
92	Man Group plc	35.15K	+197.4%	$9.90M	0.0%	▲ Add	3	SEC ↗ ×2
93	AQR Capital Management ✦	34.50K	+4.8%	$9.65M	0.0%	▲ Add	9	SEC ↗ ×6
94	Corient Private Wealth LP	30.81K	-5.4%	$8.68M	0.0%	▼ Trim	3	SEC ↗
95	Asset Management One Co., Ltd.	30.18K	+2.0%	$8.50M	0.0%	▲ Add	3	SEC ↗
96	Swedbank AB	26.56K	-54.5%	$7.48M	0.0%	▼ Trim	3	SEC ↗ ×2
97	First Trust Advisors Lp	25.72K	-72.5%	$7.25M	0.0%	▼ Trim	3	SEC ↗
98	Nomura Asset Management Co Ltd	25.62K	-0.5%	$7.22M	0.0%	▼ Trim	3	SEC ↗
99	Captrust Financial Advisors	23.57K	-29.0%	$6.64M	0.0%	▼ Trim	3	SEC ↗
100	Storebrand Asset Management As	21.68K	-1.2%	$6.11M	0.0%	▼ Trim	3	SEC ↗

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

신규 매수자

Norges Bank	$297.04M	0.0%
Marshall Wace	$274.81M	0.2%
Qube Research & Technologies…	$97.04M	0.1%
Balyasny Asset Management L.P.	$45.53M	0.1%
Healthcare Of Ontario Pension…	$18.59M	0.0%

청산됨

Federated Hermes, Inc.	$922,646	이었음 0.0%
Canada Pension Plan…	$397,096	이었음 0.0%
DZ BANK AG Deutsche Zentral…	$193,132	이었음 0.0%
First Eagle Investment…	$1,805	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.

GOOGL155공동 보유자 MSFT154공동 보유자 AMZN154공동 보유자 NVDA153공동 보유자 META153공동 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