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 | 8.3M | $2.8B | 4% | Sep 2025 |
|
| BlackRock | 5.0M | $1.7B | 3% | Sep 2025 |
|
| Robeco Investment Management | 3.7M | $1.2B | 0% | Sep 2025 |
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| Dodge & Cox | 3.3M | $1.1B | 23% | Sep 2025 |
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| Massachusetts Financial Services | 3.2M | $1.1B | 33% | Sep 2025 |
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| Henderson Group | 3.1M | $1.0B | 1% | Sep 2025 |
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| Capital World Investors | 2.6M | $875M | 15960% | 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 | 2.0M | $655M | 23% | Sep 2025 |
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| State Street Corporation | 1.8M | $608M | 6% | Sep 2025 |
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| WCM Investment Management | 1.7M | $594M | 1% | Sep 2025 |
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| Geode Capital Management | 1.5M | $512M | -11% | Sep 2025 |
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| Morgan Stanley | 1.4M | $515M | 100% | Jun 2025 |
|
| Samlyn Capital | 1.3M | $448M | 11% | Sep 2025 |
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| FMR | 1.1M | $373M | -54% | Sep 2025 |
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| Jennison Associates | 1.1M | $368M | -21% | Sep 2025 |
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| Millennium Management | 1.1M | $361M | 1072% | Sep 2025 |
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| SurgoCap Partners | 994k | $331M | 100% | Sep 2025 |
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| Jpmorgan Chase & Co | 939k | $312M | -28% | Sep 2025 |
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| Dimensional Fund Advisors | 848k | $282M | -2% | Sep 2025 |
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| Raymond James Financial | 824k | $274M | -5% | Sep 2025 |
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| Darlington Partners Capital Management | 786k | $261M | 0% | Sep 2025 |
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| APG All Pensions Group NV | 767k | $217M | 51% | Sep 2025 |
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| TD Asset Management | 692k | $230M | 6% | Sep 2025 |
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| Third Point | 594k | $198M | -5% | Sep 2025 |
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| Ubs Global Asset Management Americas | 590k | $196M | -19% | Sep 2025 |
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| Eminence Capital | 588k | $196M | 7% | Sep 2025 |
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| Westfield Capital Management Company | 576k | $192M | -26% | Sep 2025 |
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| Alliancebernstein | 564k | $188M | -20% | Sep 2025 |
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| Wells Fargo & Company | 564k | $188M | -6% | Sep 2025 |
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| Markel Corporation | 553k | $184M | 2% | Sep 2025 |
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| Invesco | 539k | $180M | -2% | Sep 2025 |
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| Agf Management | 537k | $179M | -30% | Sep 2025 |
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| Northern Trust | 532k | $177M | 2% | Sep 2025 |
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| Clarkston Capital Partners | 499k | $166M | -17% | Sep 2025 |
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| Epoch Investment Partners | 483k | $161M | -17% | Sep 2025 |
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| Bank of New York Mellon | 453k | $151M | -7% | Sep 2025 |
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| First Pacific Advisors | 444k | $148M | 0% | Sep 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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| American Century Companies | 428k | $142M | -28% | Sep 2025 |
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| Charles Schwab Investment Management | 405k | $135M | 4% | Sep 2025 |
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| Envestnet Asset Management | 397k | $132M | -4% | Sep 2025 |
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| Railway Pension Investments | 363k | $121M | 277% | Sep 2025 |
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| Azora Capital | 353k | $118M | -25% | Sep 2025 |
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| Junto Capital Management | 351k | $117M | 51% | Sep 2025 |
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| UBS Group | 336k | $112M | 45% | Sep 2025 |
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| Legal & General Group | 335k | $112M | 2% | Sep 2025 |
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| Macquarie Group | 334k | $111M | -3% | Sep 2025 |
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| Caisse de depot et placement du Quebec | 311k | $103M | -1% | Sep 2025 |
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| Holocene Advisors | 299k | $99M | 11% | Sep 2025 |
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| Royal Bank of Canada | 293k | $98M | 40% | Sep 2025 |
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| Goldman Sachs Group | 286k | $95M | 37% | Sep 2025 |
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| Gilder, Gagnon, Howe & Co | 266k | $89M | -2% | Sep 2025 |
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| Susquehanna International | 255k | $85M | 101% | Sep 2025 |
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| Fort Washington Investment Advisors | 223k | $74M | 222% | Sep 2025 |
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| Jane Street | 223k | $74M | 559% | Sep 2025 |
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| Branch Banking & Trust Company | 210k | $70M | 1% | Sep 2025 |
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| Bridgewater Associates | 209k | $69M | 8% | Sep 2025 |
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| Bamco | 208k | $69M | -7% | Sep 2025 |
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| Buckingham Strategic Partners | 199k | $75M | 78% | Sep 2025 |
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| Brown Brothers Harriman & Co. | 190k | $63M | 3% | Sep 2025 |
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| Westwood Holdings | 190k | $63M | 100% | Sep 2025 |
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| Nuveen | 189k | $63M | 0% | Sep 2025 |
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| Coronation Fund Managers | 188k | $63M | 24% | Sep 2025 |
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| Stifel Financial | 187k | $62M | -6% | Sep 2025 |
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| Sumitomo Mitsui Trust Holdings | 184k | $61M | 1% | Sep 2025 |
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| Deutsche Bank Aktiengesellschaft | 173k | $58M | 7% | Sep 2025 |
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| Franklin Resources | 169k | $56M | 3% | Sep 2025 |
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| Allspring Global Investments Holdings | 162k | $52M | -15% | Sep 2025 |
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| Employees Retirement System of Texas | 162k | $54M | -1% | Sep 2025 |
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| Man Group | 161k | $54M | -19% | Sep 2025 |
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| Wellington Management Company | 160k | $53M | -51% | Sep 2025 |
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| CalPERS | 160k | $53M | 10% | Sep 2025 |
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| Brian McDonald | 145k | $48M | -3% | Sep 2025 |
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| First Trust Advisors | 142k | $47M | -10% | Sep 2025 |
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| Danske Bank A/s | 131k | $44M | 28% | Sep 2025 |
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| LPL Financial | 130k | $43M | 1% | Sep 2025 |
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| Amundi | 127k | $40M | 11% | Sep 2025 |
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| Sei Investments | 124k | $41M | -70% | Sep 2025 |
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| Marshall Wace | 121k | $40M | 489% | Sep 2025 |
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| California State Teachers Retirement System | 120k | $40M | 2% | Sep 2025 |
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| Victory Capital Management | 118k | $39M | 296% | Sep 2025 |
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| National Pension Service | 117k | $39M | 2% | Sep 2025 |
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| Southpoint Capital Advisors | 115k | $38M | -68% | Sep 2025 |
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| Ensign Peak Advisors | 114k | $38M | 14% | Sep 2025 |
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| Ameriprise Financial | 113k | $38M | -58% | Sep 2025 |
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| Family Wealth Partners | 106k | $35M | -6% | Sep 2025 |
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| Rhumbline Advisers | 104k | $34M | -2% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 101k | $34M | 3% | Sep 2025 |
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| Hsbc Holdings | 100k | $33M | 125% | Sep 2025 |
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| Hudson Bay Capital Management | 99k | $33M | 8% | Sep 2025 |
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| Standard Life Aberdeen | 93k | $31M | -9% | Sep 2025 |
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| Solel Partners | 87k | $29M | 0% | Sep 2025 |
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| D. E. Shaw & Co | 84k | $28M | -36% | Sep 2025 |
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| Renaissance Technologies | 83k | $28M | -25% | Sep 2025 |
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| Swedbank AB | 81k | $27M | 258% | Sep 2025 |
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| Barclays | 80k | $27M | 23% | Sep 2025 |
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| Heron Bay Capital Management | 80k | $27M | -3% | Sep 2025 |
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| Florida State Board of Administration | 74k | $25M | -2% | Sep 2025 |
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| Mitsubishi UFJ Asset Management | 73k | $24M | 6% | Sep 2025 |
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| Burkehill Global Management | 70k | $23M | 0% | Sep 2025 |
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| Alyeska Investment Group | 70k | $23M | 100% | Sep 2025 |
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| Ceredex Value Advisors | 69k | $23M | -3% | Sep 2025 |
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| Royal London Asset Management | 65k | $22M | 23% | Sep 2025 |
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| Aviva | 63k | $21M | 13% | Sep 2025 |
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| Trillium Asset Management Corporation | 63k | $21M | -2% | Sep 2025 |
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| Foster Victor Wealth Advisors | 62k | $20M | 11% | Sep 2025 |
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| Lynwood Price Capital Management | 59k | $20M | 9% | Sep 2025 |
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| Russell Investments | 59k | $20M | -5% | Sep 2025 |
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| New York State Common Retirement Fund | 58k | $19M | -2% | Sep 2025 |
|
| Korea Investment Corporation | 57k | $19M | 1% | Sep 2025 |
|
| Walleye Trading Advisors | 56k | $19M | 546% | Sep 2025 |
|
| Natixis Asset Management Advisors | 56k | $19M | -30% | Sep 2025 |
|
| State of Wisconsin Investment Board | 54k | $18M | -7% | Sep 2025 |
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| Artemis Investment Management | 54k | $18M | -45% | Sep 2025 |
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| Cookson, Peirce & Co | 54k | $18M | -2% | Sep 2025 |
|
| Janney Montgomery Scott | 53k | $18M | 23% | Sep 2025 |
|
| Mawer Investment Management | 53k | $18M | -1% | Sep 2025 |
|
| Jennifer Ranahan | 51k | $17M | -4% | Sep 2025 |
|
| Susquehanna Fundamental Investments | 51k | $17M | -32% | Sep 2025 |
|
| Ghisallo Capital Management | 50k | $17M | -71% | Sep 2025 |
|
| LTS One Management | 50k | $17M | 100% | Sep 2025 |
|
| Winmill & Co | 49k | $16M | 0% | Sep 2025 |
|
| Teca Partners | 49k | $16M | 81% | Sep 2025 |
|
| Great-West Life Assurance Company | 48k | $16M | 1% | Sep 2025 |
|
| Pictet Asset Management Holding SA | 48k | $16M | -3% | Sep 2025 |
|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 42k | $14M | 85% | Sep 2025 |
|
| Mitsubishi UFJ Trust & Banking Corp | 41k | $14M | 3% | Sep 2025 |
|
| Empowered Funds | 39k | $13M | 121% | Sep 2025 |
|
| Zurcher Kantonalbank | 38k | $13M | 2% | Sep 2025 |
|
| Captrust Financial Advisors | 37k | $12M | -81% | Sep 2025 |
|
| La Banque Postale Asset Management SA | 36k | $12M | 47% | Sep 2025 |
|
| Treasurer of the State of North Carolina | 36k | $12M | -4% | Sep 2025 |
|
| Logan Capital Management | 35k | $12M | 2% | Sep 2025 |
|
| Diamond Hill Capital Management | 35k | $12M | -1% | Sep 2025 |
|
| Whittier Trust | 35k | $11M | 40% | Sep 2025 |
|
| Pathstone Holdings | 34k | $11M | 3% | Sep 2025 |
|
| Verition Fund Management | 33k | $11M | 175% | Sep 2025 |
|
| Wolverine Trading | 33k | $11M | 32% | Sep 2025 |
|
| CI Private Wealth | 32k | $11M | -14% | Sep 2025 |
|
| Bnp Paribas Arbitrage, Snc | 32k | $11M | -19% | Sep 2025 |
|
| B. Metzler seel. Sohn & Co | 32k | $11M | 941% | Sep 2025 |
|
| ICON Advisers | 31k | $10M | 0% | Sep 2025 |
|
| Burney Co/ | 31k | $10M | 4% | Sep 2025 |
|
| Diam | 31k | $10M | 2% | Sep 2025 |
|
| Quantinno Capital Management | 30k | $10M | 4% | Sep 2025 |
|
| Private Advisor | 30k | $10M | 4% | Sep 2025 |
|
| Mn Services Vermogensbeheer B.V. | 30k | $9.9M | 0% | Sep 2025 |
|
| Thornburg Investment Management | 30k | $9.9M | -29% | Sep 2025 |
|
| AQR Capital Management | 28k | $9.4M | -26% | Sep 2025 |
|
| BI Asset Management Fondsmaeglerselskab A/S | 25k | $8.4M | -22% | Sep 2025 |
|
| Seven Grand Managers | 25k | $8.3M | -50% | Sep 2025 |
|
| Vestmark Advisory Solutions | 22k | $7.4M | -26% | Sep 2025 |
|
| NewEdge Wealth | 21k | $8.0M | -41% | Sep 2025 |
|
| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 16k | $5.4M | -64% | Sep 2025 |
|
| Ing Investment Management | 13k | $4.4M | -68% | Sep 2025 |
|
| SG Americas Securities | 5.8k | $1.9M | -88% | Sep 2025 |
|
| Allianz Asset Management | 5.6k | $1.9M | -88% | Sep 2025 |
|
| Neuberger Berman Group | 5.4k | $1.8M | -96% | Sep 2025 |
|
| Manufacturers Life Insurance Company | 5.3k | $1.8M | -97% | Sep 2025 |
|
| Umb Bank N A | 3.6k | $1.2M | -91% | Sep 2025 |
|
| Engineers Gate Manager | 2.4k | $798k | -94% | Sep 2025 |
|
| Picton Mahoney Asset Management | 2.2k | $732k | -97% | Sep 2025 |
|
Who sold out of Lpl Financial Holdings?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Winslow Capital Management | Jun 2025 | 1.2M | $444M |
| Norges Bank Investment Management | Jun 2025 | 1.1M | $402M |
| Egerton Capital | Jun 2025 | 833k | $312M |
| Palestra Capital Management | Jun 2025 | 380k | $143M |
| Artisan Partners Limited Partnership | Jun 2025 | 367k | $138M |
| Twinbeech Capital | Jun 2025 | 133k | $50M |
| Moore Capital Management | Jun 2025 | 101k | $38M |
| Maverick Capital | Jun 2025 | 100k | $37M |
| Zurich Insurance Group Ltd/FI | Jun 2025 | 100k | $37M |
| Shellback Capital | Jun 2025 | 77k | $29M |
| Freestone Grove Partners | Jun 2025 | 54k | $20M |
| Qube Research & Technologies | Jun 2025 | 43k | $16M |
| Eisler Capital Management | Jun 2025 | 41k | $16M |
| Kames Capital | Jun 2025 | 41k | $15M |
| Adage Capital Partners GP | Jun 2025 | 32k | $12M |