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LPL金融 LPLA

美股市值排名 #844
$295.51 −$5.38 (-1.79%)
休市 · Nov 6, 8:20 pm ET · 最新盘后价 $295.51 0.00%
开盘$297.23
昨收$300.89
当日区间$293.85 – $303.71
成交量851.7K
市值$23.01B
市盈率(TTM)16.9
股息率0.41%

股权结构与仓位

谁在持有、谁在做空,以及大资金的流向

机构持股比例105.4%-0.70 个百分点,较上季度
持仓机构数919+2 ,较上季度
内部人近期交易32次买入 / 18次卖出净买入
空头持仓比例2.77% 占流通股回补天数 2.8 · 截至 15 Oct 2026
卖空成交量占比13.2%近5日成交量平均占比

卖空成交量占当日成交量比例

7%11%15%18%Sep '26Oct '26Nov '26

大单净流入,近20个交易日

大单买入减卖出的净额(美元)。该窗口期内:−$63.57M(10个净流入日,10个净流出日)。

按单量净流入,近20个交易日

−$53.2M超大单−$10.3M大单−$45.5M中单−$37.3M小单

超大单/大单近似机构级别交易;中单/小单近似散户级别交易。各档买入减卖出净额,按窗口期累计。

已披露的前五大股东合计持有27.5%的流通股。

最大股东

  • BlackRock6.01%
  • Dodge & Cox5.81%
  • Janus Henderson Group plc5.33%
  • Vanguard Capital Management, LLC5.24%
  • Boston Partners Global Investors, Inc.5.09%
  • Vanguard Portfolio Management, LLC4.87%
  • Principal Global Investors, LLC3.41%
  • Samlyn Capital, LLC3.06%

按投资者类型

  • Mutual Fund76.39%
  • Hedge Fund16.10%
  • Public Company5.23%
  • Private Company2.25%
  • Government Pension Fund1.54%
  • Sovereign Wealth Fund1.39%
  • Insurance Company1.38%
  • Individual/Insider0.65%

过去6次双周报告中(31 Jul 2026至15 Oct 2026),空头持仓占流通股比例已从3.66%降至2.77%。

近期机构持仓变动

股东类型期间持股变动新持股比例
The Goldman Sachs Group, Inc. Public Company 2026/Q3 +1,259,431 1.6%
Marshall Wace LLP Hedge Fund 2026/Q3 +975,627 1.2%
Assenagon Asset Management S.A. Mutual Fund 2026/Q3 +730,613 0.9%
Jane Street Group, LLC Private Company 2026/Q3 +543,869 0.8%
Janus Henderson Group plc Mutual Fund 2026/Q3 +531,576 5.3%
Point72 Asset Management, L.P. Hedge Fund 2026/Q3 +456,702 0.6%
Dodge & Cox Mutual Fund 2026/Q3 +432,132 5.8%
Castle Hook Partners LP Hedge Fund 2026/Q3 +406,916 0.5%
BNP Paribas Financial Markets SNC Private Company 2026/Q3 +403,004 0.6%
Qube Research & Technologies Ltd Mutual Fund 2026/Q3 +344,500 0.4%
Adage Capital Management, L.P. Hedge Fund 2026/Q3 +225,000 0.4%
SCS Capital Management LLC Mutual Fund 2026/Q3 +198,350 0.3%
Capricorn Fund Managers Limited Hedge Fund 2026/Q3 +194,812 0.2%
Longaeva Partners L.P. Mutual Fund 2026/Q3 +186,650 0.2%
Freestone Grove Partners LP Hedge Fund 2026/Q3 +178,123 0.2%

按报告期列出的机构买卖动态,变动幅度从大到小排列。

内部人交易

日期内部人职位交易类型股数价格交易后持股
10 Sep 2026 Katharine Reeping Chief Accounting Officer Open Market Disposition -439 $347.88 474
4 Sep 2026 Emily Field Group MD & Chief People Officer Sale to Issuer -106 $359.33 166
27 Aug 2026 Richard Schifter Independent Director Other Acquisition +14 – 44,032
27 Aug 2026 Edward Bernard Independent Director Other Acquisition +3 – 10,563
27 Aug 2026 William Glavin Independent Director Other Acquisition +10 – 26,849
27 Aug 2026 H. Eberhart Independent Director Other Acquisition +4 – 17,764
27 Aug 2026 James Putnam Independent Non-Executive Chairperson Other Acquisition +7 – 135,298
27 Aug 2026 Corey Thomas Independent Director Other Acquisition +4 – 14,912
27 Aug 2026 Allison Mnookin Independent Director Other Acquisition +2 – 11,763
26 Aug 2026 Aneri Jambusaria Group MD & Chief Wealth Officer Automatic Disposition -308 $357.36 3,687
19 Aug 2026 Greg Gates Group MD and Chief Product & Technology Officer Derivative Exercise and Sale -4,119 $355.38 15,807
19 Aug 2026 Greg Gates Group MD and Chief Product & Technology Officer Derivative Exercise and Retained +3,070 $77.53 15,807
2 Aug 2026 James Putnam Independent Non-Executive Chairperson Other Disposition -2,000 – 135,291
30 Jul 2026 Matthew Enyedi MD & Chief Client Officer Automatic Disposition -1,000 $355.51 9,242
16 Jun 2026 Aneri Jambusaria Group MD & Chief Wealth Officer Automatic Disposition -308 $306.00 3,995
11 Jun 2026 Marc Cohen Group MD & Chief Growth Officer Sale to Issuer -44 $295.66 2,178
11 Jun 2026 Greg Gates Group MD and Chief Product & Technology Officer Sale to Issuer -232 $295.66 12,737
3 Jun 2026 Richard Schifter Independent Director Other Acquisition +19 – 44,018
3 Jun 2026 Edward Bernard Independent Director Other Acquisition +4 – 10,560
3 Jun 2026 William Glavin Independent Director Other Acquisition +15 – 26,839

数据来自Form 4/Form 144申报文件。负数为减持(出售、赠予或代扣税款股份),正数为增持。

空头持仓(按报告期)

报告日期空头股数占流通股比例回补天数
15 Oct 2026 2,181,600 2.8% 2.8
30 Sep 2026 1,974,698 2.5% 2.0
15 Sep 2026 1,768,918 2.2% 3.0
31 Aug 2026 1,907,768 2.4% 3.8
14 Aug 2026 2,461,913 3.1% 3.7
31 Jul 2026 2,894,304 3.7% 4.0

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