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 703 institutions that hold shares in the stock, with a total of 68.6 Million shares, which have been reported (via 13F filing form) to have a value of $22.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hmi Capital Management, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
692,543
shares
|
$228 Million
7.06% of portfolio
|
Q3 2024
Added 21.57%
|
|
|
Azora Capital LP
Miami, FL |
Nov 14, 2024 Q3 2024 |
643,544
shares
|
$212 Million
8.58% of portfolio
|
Q3 2024
Added 52.17%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
615,985
shares
|
$203 Million
0.02% of portfolio
|
Q3 2024
Reduced 70.67%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
615,237
shares
|
$203 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
607,765
shares
|
$200 Million
0.14% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
591,233
shares
|
$195 Million
0.82% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
559,402
shares
|
$184 Million
0.12% of portfolio
|
Q3 2024
Reduced 27.74%
|
|
|
Tom Gayner
Markel Corp
|
Nov 01, 2024 Q3 2024 |
520,404
shares
|
$172 Million
1.18% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
498,223
shares
|
$164 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
Nov 14, 2024 Q3 2024 |
497,075
shares
|
$164 Million
2.4% of portfolio
|
Q3 2024
Added 81.98%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
485,946
shares
|
$160 Million
6.77% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Daniel Loeb
Third Point LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
485,000
shares
|
$160 Million
1.83% of portfolio
|
Q3 2024
New holding
|
|
|
Junto Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
477,586
shares
|
$157 Million
2.56% of portfolio
|
Q3 2024
Reduced 16.04%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
474,026
shares
|
$156 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
First Pacific Advisors, LP
Los Angeles, CA |
Nov 04, 2024 Q3 2024 |
458,362
shares
|
$151 Million
1.68% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
448,926
shares
|
$148 Million
0.29% of portfolio
|
Q3 2024
Added 81.04%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
447,510
shares
|
$148 Million
0.56% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
442,842
shares
|
$146 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
429,594
shares
|
$142 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
419,977
shares
|
$138 Million
0.02% of portfolio
|
Q3 2024
Added 17.74%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
415,000
shares
|
$137 Million
0.86% of portfolio
|
Q2 2022
Added 3.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
354,700
shares
|
$117 Million
0.01% of portfolio
|
Q3 2024
Reduced 39.06%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
350,382
shares
|
$116 Million
0.22% of portfolio
|
Q3 2024
Added 144.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
333,568
shares
|
$110 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.36%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
321,813
shares
|
$106 Million
0.01% of portfolio
|
Q3 2024
Added 3.17%
|