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 675 institutions that hold shares in the stock, with a total of 68.4 Million shares, which have been reported (via 13F filing form) to have a value of $19.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
7,046,946
shares
|
$1.97 Billion
0.04% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
6,077,311
shares
|
$1.7 Billion
0.04% of portfolio
|
Q1 2024
Added 1.94%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2024 Q1 2024 |
2,575,715
shares
|
$719 Million
0.38% of portfolio
|
Q1 2024
Reduced 9.42%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 15, 2024 Q1 2024 |
2,374,801
shares
|
$663 Million
0.08% of portfolio
|
Q1 2024
Reduced 3.31%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
2,356,551
shares
|
$658 Million
1.48% of portfolio
|
Q1 2024
Added 7.42%
|
|
|
Boston Partners
Boston, MA |
May 28, 2024 Q1 2024 |
1,765,230
shares
|
$493 Million
0.58% of portfolio
|
Q1 2024
Added 71.93%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
1,709,997
shares
|
$478 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.27%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Apr 25, 2024 Q1 2024 |
1,697,064
shares
|
$474 Million
1.27% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
May 15, 2024 Q1 2024 |
1,685,070
shares
|
$471 Million
3.51% of portfolio
|
Q1 2024
Reduced 8.43%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
May 14, 2024 Q1 2024 |
1,597,136
shares
|
$446 Million
0.1% of portfolio
|
Q1 2024
Reduced 27.67%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
1,368,673
shares
|
$382 Million
0.03% of portfolio
|
Q1 2024
Added 1.26%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2024 Q1 2024 |
1,333,373
shares
|
$372 Million
6.23% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,275,896
shares
|
$356 Million
0.03% of portfolio
|
Q1 2024
Added 142.89%
|
|
|
Samlyn Capital, LLC
New York, NY |
May 15, 2024 Q1 2024 |
1,106,080
shares
|
$309 Million
5.17% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
Td Asset Management Inc
|
May 08, 2024 Q1 2024 |
1,103,655
shares
|
$308 Million
0.29% of portfolio
|
Q1 2024
Added 33.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
966,499
shares
|
$270 Million
0.02% of portfolio
|
Q1 2024
Added 6.18%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2024 Q1 2024 |
946,039
shares
|
$264 Million
0.22% of portfolio
|
Q1 2024
Reduced 5.29%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
927,369
shares
|
$259 Million
1.12% of portfolio
|
Q1 2024
Added 19.77%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 14, 2024 Q1 2024 |
794,610
shares
|
$222 Million
0.07% of portfolio
|
Q1 2024
Added 36.21%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2024 Q1 2024 |
783,777
shares
|
$219 Million
0.22% of portfolio
|
Q1 2024
Added 12.69%
|
|
|
Eminence Capital, LP
New York, NY |
May 15, 2024 Q1 2024 |
735,866
shares
|
$206 Million
2.86% of portfolio
|
Q1 2024
Reduced 7.99%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
722,187
shares
|
$202 Million
0.05% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
May 15, 2024 Q1 2024 |
715,014
shares
|
$200 Million
12.86% of portfolio
|
Q4 2023
Reduced 1.05%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
May 09, 2024 Q1 2024 |
694,822
shares
|
$194 Million
0.96% of portfolio
|
Q1 2024
Reduced 3.4%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
637,797
shares
|
$178 Million
0.08% of portfolio
|
Q1 2024
Reduced 46.83%
|
|