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 | 7.2M | $2.0B | 2% | Jun 2024 |
|
| BlackRock | 5.3M | $1.5B | -13% | Jun 2024 |
|
| BlackRock | 4.8M | $1.1B | 100% | Sep 2024 |
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| Robeco Investment Management | 3.1M | $721M | 76% | Sep 2024 |
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| Kayne Anderson Rudnick Investment Management | 2.6M | $606M | 1% | Sep 2024 |
|
| Henderson Group | 2.5M | $710M | -1% | Jun 2024 |
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| Lone Pine Capital | 2.2M | $507M | 29% | Sep 2024 |
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| State Street Corporation | 1.7M | $476M | 0% | Jun 2024 |
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| WCM Investment Management | 1.6M | $381M | -1% | Sep 2024 |
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| Samlyn Capital | 1.6M | $383M | 38% | Sep 2024 |
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| Morgan Stanley | 1.5M | $410M | 15% | Jun 2024 |
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| Geode Capital Management | 1.4M | $334M | 3% | Sep 2024 |
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| Jpmorgan Chase & Co | 1.3M | $297M | 28% | Sep 2024 |
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| Darlington Partners Capital Management | 1.1M | $256M | 40% | Sep 2024 |
|
| Eminence Capital | 1.1M | $251M | 61% | Sep 2024 |
|
| First Trust Advisors | 991k | $231M | 2735% | Sep 2024 |
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| Clarkston Capital Partners | 977k | $227M | -2% | Sep 2024 |
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| TD Asset Management | 907k | $209M | 3% | Sep 2024 |
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| Marshall Wace | 863k | $201M | 100% | Sep 2024 |
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| Dimensional Fund Advisors | 801k | $186M | 2% | Sep 2024 |
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| Canada Pension Plan Investment Board | 775k | $216M | -1% | Jun 2024 |
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| Manufacturers Life Insurance Company | 774k | $216M | 31% | Jun 2024 |
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| Southpoint Capital Advisors | 750k | $175M | 50% | Sep 2024 |
|
| Westfield Capital Management Company | 711k | $165M | 22% | Sep 2024 |
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| Massachusetts Financial Services | 710k | $165M | -20% | Sep 2024 |
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| Epoch Investment Partners | 700k | $163M | 8% | Sep 2024 |
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| T. Rowe Price Associates | 616k | $143M | -71% | Sep 2024 |
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| Citadel Advisors | 602k | $140M | 54% | Sep 2024 |
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| Damian Sousa | 591k | $185M | -9% | Sep 2024 |
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| HMI Capital | 570k | $159M | 53% | Jun 2024 |
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| Junto Capital Management | 569k | $159M | 30% | Jun 2024 |
|
| Markel Corporation | 520k | $121M | 8% | Sep 2024 |
|
| Wells Fargo & Company | 498k | $116M | -1% | Sep 2024 |
|
| Maverick Capital | 497k | $116M | 82% | Sep 2024 |
|
| Fairview Capital Investment Management | 487k | $136M | -2% | Jun 2024 |
|
| Third Point | 485k | $113M | 100% | Sep 2024 |
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| Bank of New York Mellon | 480k | $112M | -48% | Sep 2024 |
|
| American Century Companies | 474k | $110M | -1% | Sep 2024 |
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| First Pacific Advisors | 458k | $107M | 0% | Sep 2024 |
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| Man Group | 449k | $104M | 81% | Sep 2024 |
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| Agf Management | 448k | $104M | 4% | Sep 2024 |
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| Northern Trust | 430k | $100M | -4% | Sep 2024 |
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| Macquarie Group | 408k | $114M | 87% | Jun 2024 |
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| Alliancebernstein | 381k | $106M | -2% | Jun 2024 |
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| Bank of America Corporation | 355k | $83M | -39% | Sep 2024 |
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| Point72 Asset Management | 350k | $82M | 145% | Sep 2024 |
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| Raymond James & Associates | 334k | $78M | -15% | Sep 2024 |
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| Charles Schwab Investment Management | 322k | $75M | 3% | Sep 2024 |
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| Envestnet Asset Management | 317k | $74M | -4% | Sep 2024 |
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| Goldman Sachs Group | 298k | $83M | -6% | Jun 2024 |
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| Holocene Advisors | 279k | $65M | 26% | Sep 2024 |
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| Nuveen Asset Management | 276k | $77M | -3% | Jun 2024 |
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| Susquehanna International | 267k | $62M | 135% | Sep 2024 |
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| Franklin Resources | 260k | $65M | -18% | Sep 2024 |
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| Standard Life Aberdeen | 253k | $59M | -2% | Sep 2024 |
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| Coronation Fund Managers | 218k | $51M | 68% | Sep 2024 |
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| Deutsche Bank Aktiengesellschaft | 214k | $50M | 21% | Sep 2024 |
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| Harris Associates L.P | 212k | $49M | 100% | Sep 2024 |
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| Captrust Financial Advisors | 198k | $46M | 1174% | Sep 2024 |
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| D. E. Shaw & Co | 195k | $45M | -61% | Sep 2024 |
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| Royal Bank of Canada | 177k | $41M | -8% | Sep 2024 |
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| Sumitomo Mitsui Trust Holdings | 175k | $41M | 3% | Sep 2024 |
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| Branch Banking & Trust Company | 171k | $48M | 4% | Jun 2024 |
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| Employees Retirement System of Texas | 168k | $39M | 0% | Sep 2024 |
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| Hsbc Holdings | 162k | $45M | -45% | Jun 2024 |
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| Buckingham Strategic Partners | 149k | $35M | 100% | Sep 2024 |
|
| Family Wealth Partners | 148k | $34M | 0% | Sep 2024 |
|
| CalPERS | 145k | $34M | -2% | Sep 2024 |
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| Stifel Financial | 145k | $41M | 2% | Jun 2024 |
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| Jackson Square Partners | 138k | $39M | -29% | Jun 2024 |
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| Barclays | 133k | $31M | 146% | Sep 2024 |
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| Invesco | 129k | $30M | -77% | Sep 2024 |
|
| Reinhart Mahoney Capital Management | 127k | $30M | 65% | Sep 2024 |
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| Bamco | 126k | $35M | 3% | Jun 2024 |
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| Victory Capital Management | 120k | $28M | -28% | Sep 2024 |
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| National Pension Service | 118k | $27M | 2% | Sep 2024 |
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| Brian McDonald | 114k | $27M | 11% | Sep 2024 |
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| California State Teachers Retirement System | 110k | $26M | -2% | Sep 2024 |
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| LPL Financial | 106k | $25M | 6% | Sep 2024 |
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| Rhumbline Advisers | 106k | $25M | 0% | Sep 2024 |
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| PanAgora Asset Management | 105k | $29M | -39% | Jun 2024 |
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| Schonfeld Strategic Advisors | 105k | $24M | 113% | Sep 2024 |
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| Heron Bay Capital Management | 96k | $22M | 7% | Sep 2024 |
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| Brown Brothers Harriman & Co. | 96k | $27M | 19% | Jun 2024 |
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| Qube Research & Technologies | 95k | $27M | -63% | Jun 2024 |
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| Jennison Associates | 95k | $22M | 46% | Sep 2024 |
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| International Assets Investment Management | 93k | $399k | 11517% | Sep 2024 |
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| Intech Investment Management | 92k | $21M | 267% | Sep 2024 |
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| Hudson Bay Capital Management | 89k | $21M | 100% | Sep 2024 |
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| Sei Investments | 88k | $20M | -23% | Sep 2024 |
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| Iridian Asset Management | 83k | $19M | 78% | Sep 2024 |
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| Aviva | 79k | $22M | 15% | Jun 2024 |
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| Florida State Board of Administration | 76k | $18M | -4% | Sep 2024 |
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| Balyasny Asset Management | 71k | $20M | 4162% | Jun 2024 |
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| Trillium Asset Management Corporation | 70k | $16M | -62% | Sep 2024 |
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| Artemis Investment Management | 70k | $16M | -44% | Sep 2024 |
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| Foster Victor Wealth Advisors | 70k | $17M | 32% | Sep 2024 |
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| NewEdge Wealth | 70k | $16M | 260% | Sep 2024 |
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| Fort Washington Investment Advisors | 68k | $16M | 24% | Sep 2024 |
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| AQR Capital Management | 65k | $15M | 48% | Sep 2024 |
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| ExodusPoint Capital Management | 65k | $15M | 100% | Sep 2024 |
|
| Kames Capital | 62k | $15M | 1% | Sep 2024 |
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| Caisse de depot et placement du Quebec | 62k | $14M | 100% | Sep 2024 |
|
| Bnp Paribas Arbitrage, Snc | 62k | $14M | -48% | Sep 2024 |
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| Jane Street | 62k | $14M | 413% | Sep 2024 |
|
| Bnp Paribas Investment Partners | 60k | $14M | 20% | Sep 2024 |
|
| Westwood Holdings | 58k | $14M | 100% | Sep 2024 |
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| Ensign Peak Advisors | 57k | $13M | -24% | Sep 2024 |
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| Amundi | 55k | $13M | -38% | Sep 2024 |
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| Mitsubishi UFJ Trust & Banking Corp | 55k | $13M | 19% | Sep 2024 |
|
| Natixis Asset Management Advisors | 54k | $13M | -10% | Sep 2024 |
|
| Russell Investments | 52k | $14M | -31% | Jun 2024 |
|
| Thornburg Investment Management | 51k | $12M | -9% | Sep 2024 |
|
| Treasurer of the State of North Carolina | 51k | $14M | -3% | Jun 2024 |
|
| Mitsubishi UFJ Asset Management | 50k | $12M | 27% | Sep 2024 |
|
| Winmill & Co | 49k | $11M | 98% | Sep 2024 |
|
| Royal London Asset Management | 49k | $14M | -1% | Jun 2024 |
|
| Cubist Systematic Strategies | 48k | $11M | 33% | Sep 2024 |
|
| Great-West Life Assurance Company | 48k | $11M | 4% | Sep 2024 |
|
| Teacher Retirement System Of Texas | 48k | $11M | -14% | Sep 2024 |
|
| Toronto-Dominion Bank | 47k | $11M | -48% | Sep 2024 |
|
| New York State Common Retirement Fund | 45k | $10M | -16% | Sep 2024 |
|
| Mawer Investment Management | 43k | $10M | 3% | Sep 2024 |
|
| Brandywine Global Investment Management | 42k | $11M | -67% | Sep 2024 |
|
| Tobam | 42k | $9.8M | 52% | Sep 2024 |
|
| Pictet Asset Management Holding SA | 41k | $9.5M | 6% | Sep 2024 |
|
| PRIMECAP Management Company | 41k | $9.5M | -83% | Sep 2024 |
|
| 2Xideas | 40k | $11M | 100% | Jun 2024 |
|
| Ing Investment Management | 38k | $8.8M | -94% | Sep 2024 |
|
| Citigroup | 37k | $8.7M | -29% | Sep 2024 |
|
| Point72 Europe | 37k | $8.7M | 90% | Sep 2024 |
|
| Susquehanna Fundamental Investments | 37k | $10M | -2% | Jun 2024 |
|
| Van Eck Associates Corp. | 36k | $9.4M | 61% | Sep 2024 |
|
| Pathstone Holdings | 36k | $8.5M | -16% | Sep 2024 |
|
| Janney Montgomery Scott | 36k | $8.4M | -1% | Sep 2024 |
|
| Bridgewater Associates | 36k | $8.3M | 230% | Sep 2024 |
|
| CI Private Wealth | 34k | $7.9M | -5% | Sep 2024 |
|
| Poplar Forest Capital | 33k | $7.7M | 100% | Sep 2024 |
|
| Arrowpoint Asset Management | 33k | $7.7M | 100% | Sep 2024 |
|
| Caption Management | 33k | $7.7M | 100% | Sep 2024 |
|
| Banco BTG Pactual | 33k | $7.7M | 100% | Sep 2024 |
|
| ICON Advisers | 33k | $7.6M | -28% | Sep 2024 |
|
| Diam | 31k | $7.2M | -1% | Sep 2024 |
|
| Assenagon Asset Management | 30k | $6.9M | -65% | Sep 2024 |
|
| Brevan Howard Capital Management | 30k | $6.9M | 100% | Sep 2024 |
|
| Headlands Technologies | 29k | $6.8M | 100% | Sep 2024 |
|
| Mn Services Vermogensbeheer B.V. | 29k | $6.8M | -2% | Sep 2024 |
|
| KWB Wealth | 29k | $7.9M | 0% | Sep 2024 |
|
| Gerber Kawasaki Wealth & Investment Management | 28k | $7.9M | -1% | Jun 2024 |
|
| Ohio Pers | 28k | $6.5M | -9% | Sep 2024 |
|
| Brant Point Investment Management | 25k | $5.9M | -27% | Sep 2024 |
|
| Nomura Asset Management | 22k | $5.0M | -26% | Sep 2024 |
|
| Commerce Bank N A | 21k | $4.8M | -88% | Sep 2024 |
|
| Sumitomo Mitsui Asset Management Company | 17k | $3.9M | -53% | Sep 2024 |
|
| Hm Payson & Co | 8.5k | $2.0M | -96% | Sep 2024 |
|
| Allspring Global Investments Holdings | 6.7k | $1.6M | -97% | Sep 2024 |
|
| Cibc World Markets | 4.4k | $1.0M | -96% | Sep 2024 |
|
| Jacobs Levy Equity Management | 2.3k | $545k | -99% | Sep 2024 |
|
| Northwestern Mutual Wealth Management Company | 2.1k | $495k | -95% | Sep 2024 |
|
| Venturi Wealth Management | 2.1k | $482k | -95% | Sep 2024 |
|
| Snowden Capital Advisors | 1.2k | $283k | -96% | Sep 2024 |
|
Who sold out of Lpl Financial Holdings?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Capital Research Global Investors | Mar 2024 | 1.6M | $422M |
| Millennium Management | Jun 2024 | 443k | $124M |
| Viking Global Investors | Jun 2024 | 130k | $36M |
| Waratah Capital Advisors | Jun 2024 | 102k | $29M |
| Parnassus Investments | Jun 2024 | 57k | $16M |
| Twin Tree Management | Mar 2024 | 49k | $13M |
| Carnick & Kubik | Jun 2024 | 36k | $10M |
| Segment Wealth Management | Jun 2024 | 31k | $8.6M |
| 12 West Capital Management | Mar 2024 | 30k | $8.0M |