Institutional Ownership Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA). We have compiled data on the 735 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $25.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
7,279,594
shares
|
$2.69 Billion
0.03% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,302,759
shares
|
$1.96 Billion
0.03% of portfolio
|
Q2 2024
Reduced 12.74%
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,099,904
shares
|
$1.14 Billion
0.89% of portfolio
|
Q3 2024
Added 64.26%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
2,603,251
shares
|
$961 Million
1.39% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
2,528,497
shares
|
$933 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
Nov 14, 2024 Q3 2024 |
2,180,137
shares
|
$805 Million
3.92% of portfolio
|
Q3 2024
Added 29.38%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,677,093
shares
|
$619 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Samlyn Capital, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,645,694
shares
|
$607 Million
6.17% of portfolio
|
Q3 2024
Added 37.75%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Jan 28, 2025 Q4 2024 |
1,641,615
shares
|
$606 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,436,831
shares
|
$530 Million
0.03% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,275,136
shares
|
$471 Million
0.02% of portfolio
|
Q3 2024
Added 27.65%
|
|
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
1,099,736
shares
|
$406 Million
13.32% of portfolio
|
Q3 2024
Added 40.4%
|
|
|
Eminence Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,078,109
shares
|
$398 Million
3.79% of portfolio
|
Q3 2024
Added 61.09%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
991,029
shares
|
$366 Million
0.23% of portfolio
|
Q3 2024
Added 1007.05%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
977,030
shares
|
$361 Million
4.21% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
906,613
shares
|
$335 Million
0.2% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
906,501
shares
|
$335 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
870,848
shares
|
$321 Million
0.01% of portfolio
|
Q3 2024
Reduced 40.64%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
863,254
shares
|
$319 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
839,199
shares
|
$310 Million
0.1% of portfolio
|
Q3 2024
Added 89.39%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
800,591
shares
|
$296 Million
0.05% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Surgo Cap Partners LP
New York, NY |
Nov 13, 2024 Q3 2024 |
780,721
shares
|
$288 Million
9.07% of portfolio
|
Q3 2024
Added 42.77%
|
|
|
Southpoint Capital Advisors LP
New York, NY |
Nov 14, 2024 Q3 2024 |
750,000
shares
|
$277 Million
4.88% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Nov 12, 2024 Q3 2024 |
710,867
shares
|
$262 Million
0.78% of portfolio
|
Q3 2024
Added 21.6%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
710,367
shares
|
$262 Million
0.05% of portfolio
|
Q3 2024
Reduced 19.7%
|