Who owns Lpl Financial Holdings?
- Ticker: LPLA
- CUSIP Number: 50212V100
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Analyze quarterly positions in Lpl Financial Holdings with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Lpl Financial Holdings stock
Who bought or sold Lpl Financial Holdings this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vanguard Group | 8.1M | $2.9B | -2% | Dec 2025 |
|
| BlackRock | 5.0M | $1.8B | 0% | Dec 2025 |
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| Dodge & Cox | 3.9M | $1.4B | 19% | Dec 2025 |
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| Massachusetts Financial Services | 3.7M | $1.3B | 15% | Dec 2025 |
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| Capital World Investors | 3.6M | $1.3B | 38% | Dec 2025 |
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| Robeco Investment Management | 3.6M | $1.3B | -3% | Dec 2025 |
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| Henderson Group | 3.1M | $1.0B | 100% | Sep 2025 |
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| Kayne Anderson Rudnick Investment Management | 2.5M | $826M | -3% | Sep 2025 |
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| Lone Pine Capital | 2.3M | $751M | 20% | Sep 2025 |
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| Principal Financial Group | 1.9M | $691M | -2% | Dec 2025 |
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| State Street Corporation | 1.8M | $658M | 1% | Dec 2025 |
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| WCM Investment Management | 1.7M | $619M | -1% | Dec 2025 |
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| Geode Capital Management | 1.6M | $554M | 1% | Dec 2025 |
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| Samlyn Capital | 1.3M | $448M | 11% | Sep 2025 |
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| Barrow, Hanley, Mewhinney & Strauss | 1.3M | $451M | 100% | Dec 2025 |
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| FMR | 1.1M | $373M | -54% | Sep 2025 |
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| Millennium Management | 1.1M | $361M | 1072% | Sep 2025 |
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| Norges Bank Investment Management | 1.0M | $372M | 100% | Dec 2025 |
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| SurgoCap Partners | 995k | $355M | 0% | Dec 2025 |
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| Jpmorgan Chase & Co | 939k | $312M | 100% | Sep 2025 |
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| Dimensional Fund Advisors | 788k | $282M | -7% | Dec 2025 |
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| Darlington Partners Capital Management | 783k | $280M | 0% | Dec 2025 |
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| APG All Pensions Group NV | 744k | $226M | -3% | Dec 2025 |
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| Raymond James Financial | 730k | $261M | -11% | Dec 2025 |
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| TD Asset Management | 633k | $226M | -8% | Dec 2025 |
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| Westfield Capital Management Company | 626k | $223M | 9% | Dec 2025 |
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| Eminence Capital | 588k | $196M | 7% | Sep 2025 |
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| Ubs Global Asset Management Americas | 582k | $208M | -1% | Dec 2025 |
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| Alliancebernstein | 564k | $188M | -20% | Sep 2025 |
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| Markel Corporation | 560k | $200M | 1% | Dec 2025 |
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| Northern Trust | 516k | $184M | -3% | Dec 2025 |
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| Invesco | 515k | $184M | -5% | Dec 2025 |
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| Third Point | 510k | $182M | -14% | Dec 2025 |
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| Van Eck Associates Corp. | 494k | $176M | 6632% | Dec 2025 |
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| Wells Fargo & Company | 487k | $174M | -14% | Dec 2025 |
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| Epoch Investment Partners | 463k | $165M | -4% | Dec 2025 |
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| American Century Companies | 456k | $163M | 7% | Dec 2025 |
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| Azora Capital | 448k | $160M | 27% | Dec 2025 |
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| Railway Pension Investments | 445k | $159M | 23% | Dec 2025 |
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| Fairview Capital Investment Management | 438k | $146M | -2% | Sep 2025 |
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| Citadel Advisors | 434k | $145M | 959% | Sep 2025 |
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| UBS Group | 429k | $153M | 28% | Dec 2025 |
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| Charles Schwab Investment Management | 419k | $150M | 3% | Dec 2025 |
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| First Pacific Advisors | 387k | $138M | -13% | Dec 2025 |
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| Cantillon Capital Mgnt | 369k | $132M | 100% | Dec 2025 |
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| Legal & General Group | 368k | $132M | 10% | Dec 2025 |
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| Bank of New York Mellon | 365k | $131M | -19% | Dec 2025 |
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| Caisse de depot et placement du Quebec | 364k | $130M | 17% | Dec 2025 |
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| Holocene Advisors | 362k | $129M | 21% | Dec 2025 |
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| Envestnet Asset Management | 353k | $126M | -11% | Dec 2025 |
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| Clarkston Capital Partners | 302k | $108M | -40% | Dec 2025 |
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| Royal Bank of Canada | 293k | $98M | 40% | Sep 2025 |
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| Goldman Sachs Group | 279k | $100M | -2% | Dec 2025 |
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| Gilder, Gagnon, Howe & Co | 266k | $89M | -2% | Sep 2025 |
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| Egerton Capital | 255k | $91M | 100% | Dec 2025 |
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| Susquehanna International | 253k | $90M | -1% | Dec 2025 |
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| Fort Washington Investment Advisors | 251k | $90M | 13% | Dec 2025 |
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| Coronation Fund Managers | 228k | $82M | 21% | Dec 2025 |
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| Bamco | 208k | $69M | -7% | Sep 2025 |
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| Branch Banking & Trust Company | 206k | $74M | -2% | Dec 2025 |
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| Deutsche Bank Aktiengesellschaft | 188k | $67M | 9% | Dec 2025 |
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| Brown Brothers Harriman & Co. | 187k | $67M | -2% | Dec 2025 |
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| Stifel Financial | 181k | $65M | -3% | Dec 2025 |
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| Sumitomo Mitsui Trust Holdings | 177k | $63M | -4% | Dec 2025 |
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| Employees Retirement System of Texas | 176k | $63M | 9% | Dec 2025 |
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| Amundi | 171k | $61M | 35% | Dec 2025 |
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| Franklin Resources | 162k | $58M | -4% | Dec 2025 |
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| Ameriprise Financial | 161k | $58M | 43% | Dec 2025 |
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| Wellington Management Company | 160k | $53M | -51% | Sep 2025 |
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| Nuveen | 160k | $57M | -16% | Dec 2025 |
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| CalPERS | 153k | $55M | -4% | Dec 2025 |
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| Westwood Holdings | 138k | $49M | -27% | Dec 2025 |
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| LPL Financial | 135k | $48M | 4% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 134k | $48M | 32% | Dec 2025 |
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| Junto Capital Management | 134k | $48M | -62% | Dec 2025 |
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| Jain Global | 132k | $47M | 7256% | Dec 2025 |
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| National Pension Service | 126k | $45M | 8% | Dec 2025 |
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| Allspring Global Investments Holdings | 125k | $45M | -23% | Dec 2025 |
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| Danske Bank A/s | 124k | $44M | -5% | Dec 2025 |
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| California State Teachers Retirement System | 120k | $43M | 0% | Dec 2025 |
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| Bridgewater Associates | 118k | $42M | -43% | Dec 2025 |
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| Southpoint Capital Advisors | 115k | $38M | -68% | Sep 2025 |
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| PFA Pension, Forsikringsaktieselskab | 115k | $41M | 100% | Dec 2025 |
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| Renaissance Technologies | 114k | $41M | 38% | Dec 2025 |
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| Sei Investments | 112k | $40M | -10% | Dec 2025 |
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| Jennison Associates | 112k | $40M | -90% | Dec 2025 |
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| Ensign Peak Advisors | 110k | $39M | -4% | Dec 2025 |
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| Victory Capital Management | 105k | $37M | -12% | Dec 2025 |
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| King Street Capital Management | 104k | $37M | 100% | Dec 2025 |
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| Family Wealth Partners | 102k | $36M | -3% | Dec 2025 |
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| Perpetual | 101k | $36M | 100% | Dec 2025 |
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| Rhumbline Advisers | 101k | $36M | -3% | Dec 2025 |
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| Hsbc Holdings | 100k | $33M | 125% | Sep 2025 |
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| Senator Investment Group | 100k | $36M | 100% | Dec 2025 |
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| Buckingham Strategic Partners | 100k | $36M | -50% | Dec 2025 |
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| First Trust Advisors | 99k | $35M | -30% | Dec 2025 |
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| Standard Life Aberdeen | 97k | $35M | 5% | Dec 2025 |
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| Barclays | 89k | $32M | 11% | Dec 2025 |
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| Solel Partners | 87k | $31M | 0% | Dec 2025 |
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| D. E. Shaw & Co | 84k | $28M | -36% | Sep 2025 |
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| Heron Bay Capital Management | 84k | $30M | 5% | Dec 2025 |
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| Hudson Bay Capital Management | 80k | $29M | -19% | Dec 2025 |
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| Mitsubishi UFJ Asset Management | 78k | $28M | 7% | Dec 2025 |
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| Trillium Asset Management Corporation | 74k | $27M | 17% | Dec 2025 |
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| Woodline Partners | 74k | $26M | 100% | Dec 2025 |
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| Swedbank AB | 73k | $26M | -10% | Dec 2025 |
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| Florida State Board of Administration | 72k | $26M | -2% | Dec 2025 |
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| Lynwood Price Capital Management | 70k | $25M | 19% | Dec 2025 |
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| Aviva | 67k | $24M | 6% | Dec 2025 |
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| Foster Victor Wealth Advisors | 65k | $25M | 6% | Dec 2025 |
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| Royal London Asset Management | 65k | $23M | 0% | Dec 2025 |
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| Artemis Investment Management | 63k | $23M | 17% | Dec 2025 |
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| Janney Montgomery Scott | 62k | $22M | 16% | Dec 2025 |
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| Russell Investments | 59k | $21M | 0% | Dec 2025 |
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| Korea Investment Corporation | 57k | $20M | -1% | Dec 2025 |
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| Jane Street | 54k | $19M | -76% | Dec 2025 |
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| Jennifer Ranahan | 52k | $18M | 0% | Dec 2025 |
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| Mawer Investment Management | 50k | $18M | -6% | Dec 2025 |
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| Winmill & Co | 49k | $18M | 0% | Dec 2025 |
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| Pictet Asset Management Holding SA | 45k | $16M | -6% | Dec 2025 |
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| Verition Fund Management | 44k | $16M | 33% | Dec 2025 |
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| State of Wisconsin Investment Board | 44k | $16M | -19% | Dec 2025 |
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| New York State Common Retirement Fund | 44k | $16M | -25% | Dec 2025 |
|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 43k | $15M | 2% | Dec 2025 |
|
| Teca Partners | 42k | $15M | -14% | Dec 2025 |
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| LTS One Management | 41k | $15M | -17% | Dec 2025 |
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| Natixis Asset Management Advisors | 41k | $15M | -27% | Dec 2025 |
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| Zurcher Kantonalbank | 38k | $14M | -1% | Dec 2025 |
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| Captrust Financial Advisors | 37k | $13M | -2% | Dec 2025 |
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| Whittier Trust | 36k | $14M | 3% | Dec 2025 |
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| Mitsubishi UFJ Trust & Banking Corp | 36k | $13M | -13% | Dec 2025 |
|
| Logan Capital Management | 36k | $13M | 1% | Dec 2025 |
|
| Picton Mahoney Asset Management | 35k | $13M | 1510% | Dec 2025 |
|
| Bnp Paribas Arbitrage, Snc | 35k | $13M | 9% | Dec 2025 |
|
| Pathstone Holdings | 35k | $13M | 4% | Dec 2025 |
|
| Quantinno Capital Management | 35k | $13M | 15% | Dec 2025 |
|
| Diamond Hill Capital Management | 34k | $12M | -3% | Dec 2025 |
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| La Banque Postale Asset Management SA | 34k | $12M | -5% | Dec 2025 |
|
| Munich Reinsurance Co Stock Corp in Munich | 34k | $12M | 100% | Dec 2025 |
|
| Treasurer of the State of North Carolina | 33k | $12M | -7% | Dec 2025 |
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| Wolverine Trading | 33k | $11M | 32% | Sep 2025 |
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| B. Metzler seel. Sohn & Co | 33k | $12M | 2% | Dec 2025 |
|
| Walleye Trading | 32k | $12M | 154% | Dec 2025 |
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| CI Private Wealth | 31k | $11M | -5% | Dec 2025 |
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| Mn Services Vermogensbeheer B.V. | 31k | $11M | 3% | Dec 2025 |
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| Klp Kapitalforvaltning As | 31k | $11M | 10% | Dec 2025 |
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| Diam | 30k | $11M | -3% | Dec 2025 |
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| Burney Co/ | 30k | $11M | -4% | Dec 2025 |
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| Thornburg Investment Management | 30k | $11M | -1% | Dec 2025 |
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| Bnp Paribas Investment Partners | 30k | $11M | 100% | Dec 2025 |
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| Private Advisor | 29k | $10M | -3% | Dec 2025 |
|
| ICON Advisers | 29k | $10M | -8% | Dec 2025 |
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| AQR Capital Management | 28k | $9.4M | -26% | Sep 2025 |
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| Man Group | 27k | $9.7M | -83% | Dec 2025 |
|
| Great-West Life Assurance Company | 24k | $8.6M | -49% | Dec 2025 |
|
| Empowered Funds | 18k | $6.6M | -52% | Dec 2025 |
|
| Brian McDonald | 17k | $6.1M | -88% | Dec 2025 |
|
| Marshall Wace | 9.7k | $3.5M | -92% | Dec 2025 |
|
| Walleye Trading Advisors | 7.2k | $2.6M | -87% | Dec 2025 |
|
| Susquehanna Fundamental Investments | 4.3k | $1.5M | -92% | Dec 2025 |
|
| Macquarie Group | 2.4k | $859k | -99% | Dec 2025 |
|
Who sold out of Lpl Financial Holdings?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Agf Management | Sep 2025 | 537k | $179M |
| Moore Capital Management | Jun 2025 | 101k | $38M |
| Burkehill Global Management | Sep 2025 | 70k | $23M |
| Alyeska Investment Group | Sep 2025 | 70k | $23M |
| Ceredex Value Advisors | Sep 2025 | 69k | $23M |
| Cookson, Peirce & Co | Sep 2025 | 54k | $18M |
| Ghisallo Capital Management | Sep 2025 | 50k | $17M |
| Eisler Capital Management | Jun 2025 | 41k | $16M |
| Adage Capital Partners GP | Jun 2025 | 32k | $12M |