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 784 institutions that hold shares in the stock, with a total of 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $23.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
7,218,657
shares
|
$2.36 Billion
0.04% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,302,759
shares
|
$1.73 Billion
0.03% of portfolio
|
Q2 2024
Reduced 12.74%
|
|
|
Boston Partners
Boston, MA |
Feb 10, 2025 Q4 2024 |
3,905,541
shares
|
$1.28 Billion
1.64% of portfolio
|
Q4 2024
Added 25.99%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
3,050,529
shares
|
$998 Million
0.53% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
2,660,736
shares
|
$870 Million
2.07% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
Feb 14, 2025 Q4 2024 |
1,922,748
shares
|
$629 Million
4.93% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,670,536
shares
|
$546 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Feb 11, 2025 Q4 2024 |
1,641,615
shares
|
$537 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Samlyn Capital, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,573,076
shares
|
$515 Million
8.27% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,459,942
shares
|
$478 Million
0.04% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,199,115
shares
|
$392 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,115,708
shares
|
$365 Million
0.12% of portfolio
|
Q4 2024
Added 57.06%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,027,846
shares
|
$336 Million
0.02% of portfolio
|
Q4 2024
Added 18.03%
|
|
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
938,354
shares
|
$307 Million
16.03% of portfolio
|
Q4 2024
Reduced 14.67%
|
|
|
Norges Bank
Oslo, Q8 |
Feb 12, 2025 Q4 2024 |
936,410
shares
|
$306 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
906,501
shares
|
$297 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
899,377
shares
|
$294 Million
0.15% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
872,283
shares
|
$285 Million
5.49% of portfolio
|
Q4 2024
Reduced 10.72%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
846,067
shares
|
$277 Million
0.07% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
841,219
shares
|
$275 Million
0.26% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
725,572
shares
|
$237 Million
1.22% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Surgo Cap Partners LP
New York, NY |
Feb 13, 2025 Q4 2024 |
709,270
shares
|
$232 Million
11.93% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Feb 11, 2025 Q4 2024 |
705,919
shares
|
$231 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Daniel Loeb
Third Point LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
655,000
shares
|
$214 Million
3.67% of portfolio
|
Q4 2024
Added 35.05%
|
|
|
Southpoint Capital Advisors LP
New York, NY |
Feb 14, 2025 Q4 2024 |
600,000
shares
|
$196 Million
5.41% of portfolio
|
Q4 2024
Reduced 20.0%
|