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 869 institutions that hold shares in the stock, with a total of 76 Million shares, which have been reported (via 13F filing form) to have a value of $28.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
7,372,857
shares
|
$2.79 Billion
0.04% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,302,759
shares
|
$2.01 Billion
0.03% of portfolio
|
Q2 2024
Reduced 12.74%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
3,514,283
shares
|
$1.33 Billion
1.48% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
3,066,354
shares
|
$1.16 Billion
0.58% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,681,617
shares
|
$1.02 Billion
2.23% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
May 15, 2025 Q1 2025 |
1,764,015
shares
|
$668 Million
5.31% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
1,679,585
shares
|
$636 Million
0.02% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Apr 28, 2025 Q1 2025 |
1,635,354
shares
|
$620 Million
1.56% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
1,560,478
shares
|
$591 Million
0.04% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Dodge & Cox
San Francisco, CA |
May 14, 2025 Q1 2025 |
1,523,460
shares
|
$577 Million
0.3% of portfolio
|
Q1 2025
Added 224.07%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
1,516,060
shares
|
$574 Million
0.18% of portfolio
|
Q1 2025
Added 35.88%
|
|
|
Winslow Capital Management, LLC
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,457,701
shares
|
$552 Million
1.96% of portfolio
|
Q1 2025
New holding
|
|
|
Samlyn Capital, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,401,255
shares
|
$531 Million
7.55% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,304,780
shares
|
$494 Million
0.03% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,205,726
shares
|
$457 Million
0.03% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
1,038,683
shares
|
$394 Million
0.2% of portfolio
|
Q1 2025
Added 1453.31%
|
|
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
May 15, 2025 Q1 2025 |
970,737
shares
|
$368 Million
17.01% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
959,371
shares
|
$363 Million
0.22% of portfolio
|
Q1 2025
Added 786.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
923,690
shares
|
$350 Million
0.02% of portfolio
|
Q1 2025
Added 174.04%
|
|
|
Surgo Cap Partners LP
New York, NY |
May 14, 2025 Q1 2025 |
906,442
shares
|
$343 Million
14.65% of portfolio
|
Q1 2025
Added 27.8%
|
|
|
John Armitage
Egerton Capital (Uk) LLP
|
May 06, 2025 Q1 2025 |
871,265
shares
|
$330 Million
3.96% of portfolio
|
Q1 2025
Added 238.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
860,014
shares
|
$326 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
842,939
shares
|
$319 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
May 09, 2025 Q1 2025 |
830,099
shares
|
$314 Million
1.4% of portfolio
|
Q1 2025
Added 17.59%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
759,206
shares
|
$288 Million
0.1% of portfolio
|
Q1 2025
Added 550.55%
|