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 | 7.0M | $1.9B | -1% | Mar 2024 |
|
| BlackRock | 6.1M | $1.6B | 100% | Mar 2024 |
|
| FMR | 3.2M | $836M | 100% | Mar 2024 |
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| Henderson Group | 2.6M | $681M | -9% | Mar 2024 |
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| T. Rowe Price Associates | 2.4M | $627M | -3% | Mar 2024 |
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| Kayne Anderson Rudnick Investment Management | 2.4M | $623M | 7% | Mar 2024 |
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| Robeco Investment Management | 1.8M | $466M | 72% | Mar 2024 |
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| State Street Corporation | 1.7M | $452M | -3% | Mar 2024 |
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| WCM Investment Management | 1.7M | $448M | 0% | Mar 2024 |
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| Lone Pine Capital | 1.7M | $445M | -8% | Mar 2024 |
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| Capital Research Global Investors | 1.6M | $422M | -28% | Mar 2024 |
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| Geode Capital Management | 1.4M | $361M | 100% | Mar 2024 |
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| Clarkston Capital Partners | 1.3M | $352M | -2% | Mar 2024 |
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| Morgan Stanley | 1.3M | $337M | 100% | Mar 2024 |
|
| Samlyn Capital | 1.1M | $292M | -7% | Mar 2024 |
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| TD Asset Management | 1.1M | $292M | 33% | Mar 2024 |
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| Jpmorgan Chase & Co | 967k | $255M | 6% | Mar 2024 |
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| D. E. Shaw & Co | 946k | $250M | -5% | Mar 2024 |
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| Epoch Investment Partners | 927k | $245M | 20% | Mar 2024 |
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| Bank of New York Mellon | 923k | $258M | -5% | Jun 2024 |
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| Massachusetts Financial Services | 795k | $210M | 36% | Mar 2024 |
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| Canada Pension Plan Investment Board | 784k | $207M | 13% | Mar 2024 |
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| Eminence Capital | 736k | $194M | 100% | Mar 2024 |
|
| Dimensional Fund Advisors | 722k | $191M | 1% | Mar 2024 |
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| Darlington Partners Capital Management | 715k | $189M | 0% | Mar 2024 |
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| Damian Sousa | 695k | $185M | -3% | Mar 2024 |
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| Millennium Management | 638k | $169M | -47% | Mar 2024 |
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| Ing Investment Management | 637k | $168M | 100% | Mar 2024 |
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| Manufacturers Life Insurance Company | 590k | $156M | 492% | Mar 2024 |
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| Citadel Advisors | 573k | $151M | 70% | Mar 2024 |
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| Bank of America Corporation | 572k | $151M | 5% | Mar 2024 |
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| Ubs Global Asset Management Americas | 543k | $144M | 1% | Mar 2024 |
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| Fairview Capital Investment Management | 499k | $132M | 100% | Mar 2024 |
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| Wells Fargo & Company | 486k | $128M | 2% | Mar 2024 |
|
| First Pacific Advisors | 460k | $122M | 0% | Mar 2024 |
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| Legal & General Group | 459k | $121M | -2% | Mar 2024 |
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| Markel Corporation | 454k | $120M | 7% | Mar 2024 |
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| Arrowpoint Asset Management | 453k | $120M | -5% | Mar 2024 |
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| Northern Trust | 447k | $118M | 100% | Mar 2024 |
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| Junto Capital Management | 438k | $116M | -15% | Mar 2024 |
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| Agf Management | 427k | $113M | 14% | Mar 2024 |
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| Azora Capital | 417k | $110M | 100% | Mar 2024 |
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| Invesco | 416k | $110M | 32% | Mar 2024 |
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| Raymond James & Associates | 394k | $110M | 5% | Jun 2024 |
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| Alliancebernstein | 387k | $102M | -4% | Mar 2024 |
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| Westfield Capital Management Company | 385k | $102M | -10% | Mar 2024 |
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| HMI Capital | 371k | $98M | 100% | Mar 2024 |
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| Jacobs Levy Equity Management | 341k | $90M | -29% | Mar 2024 |
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| Maverick Capital | 330k | $87M | -32% | Mar 2024 |
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| Envestnet Asset Management | 327k | $87M | 100% | Mar 2024 |
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| Goldman Sachs Group | 316k | $84M | 0% | Mar 2024 |
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| American Century Companies | 313k | $83M | 100% | Mar 2024 |
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| Coronation Fund Managers | 308k | $86M | 3% | Jun 2024 |
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| North Peak Capital Management | 308k | $81M | 100% | Mar 2024 |
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| Franklin Resources | 304k | $80M | 13% | Mar 2024 |
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| Charles Schwab Investment Management | 301k | $79M | 2% | Mar 2024 |
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| Hsbc Holdings | 294k | $78M | -6% | Mar 2024 |
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| Allspring Global Investments Holdings | 287k | $76M | -11% | Mar 2024 |
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| Nuveen Asset Management | 284k | $75M | 100% | Mar 2024 |
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| Standard Life Aberdeen | 275k | $73M | 0% | Mar 2024 |
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| Qube Research & Technologies | 257k | $68M | 100% | Mar 2024 |
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| Employees Retirement System of Texas | 246k | $65M | 0% | Mar 2024 |
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| PRIMECAP Management Company | 234k | $62M | 56% | Mar 2024 |
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| Gilder, Gagnon, Howe & Co | 234k | $62M | 0% | Mar 2024 |
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| Deutsche Bank Aktiengesellschaft | 220k | $58M | -20% | Mar 2024 |
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| Macquarie Group | 218k | $59k | 818% | Mar 2024 |
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| Hm Payson & Co | 195k | $52M | 105% | Mar 2024 |
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| Jackson Square Partners | 194k | $51M | 22% | Mar 2024 |
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| Trillium Asset Management Corporation | 185k | $48M | -3% | Mar 2024 |
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| Commerce Bank N A | 184k | $49M | 0% | Mar 2024 |
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| Wellington Management Company | 179k | $47M | -15% | Mar 2024 |
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| Victory Capital Management | 176k | $47M | -20% | Mar 2024 |
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| Royal Bank of Canada | 174k | $46M | -32% | Mar 2024 |
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| PanAgora Asset Management | 172k | $45M | 0% | Mar 2024 |
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| Sumitomo Mitsui Trust Holdings | 171k | $48M | -9% | Jun 2024 |
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| Bank Of Montreal | 170k | $46M | 107% | Mar 2024 |
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| Branch Banking & Trust Company | 164k | $43M | 26% | Mar 2024 |
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| Waratah Capital Advisors | 160k | $42M | 7% | Mar 2024 |
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| Family Wealth Partners | 147k | $41M | 0% | Jun 2024 |
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| Stifel Financial | 142k | $37M | 45% | Mar 2024 |
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| CalPERS | 140k | $37M | -3% | Mar 2024 |
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| Castle Hook Partners | 132k | $35M | 100% | Mar 2024 |
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| Artemis Investment Management | 126k | $35M | 13% | Jun 2024 |
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| PineBridge Investments | 122k | $32M | 1% | Mar 2024 |
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| Bamco | 122k | $32M | 7% | Mar 2024 |
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| California State Teachers Retirement System | 122k | $32M | 100% | Mar 2024 |
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| National Bank Of Canada /fi/ | 120k | $32M | 422% | Mar 2024 |
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| Man Group | 119k | $32M | 30% | Mar 2024 |
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| National Pension Service | 115k | $31M | 1% | Mar 2024 |
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| Southpoint Capital Advisors | 115k | $30M | -39% | Mar 2024 |
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| Credit Suisse | 115k | $30M | -12% | Mar 2024 |
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| Sei Investments | 113k | $30M | 100% | Mar 2024 |
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| Brandywine Global Investment Management | 110k | $29M | 57% | Mar 2024 |
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| Rhumbline Advisers | 109k | $29M | -2% | Mar 2024 |
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| Susquehanna International | 103k | $27M | 100% | Mar 2024 |
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| Cibc World Markets | 99k | $26M | 100% | Mar 2024 |
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| Florida State Board of Administration | 96k | $19M | 9% | Mar 2024 |
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| Renaissance Technologies | 94k | $25M | -49% | Mar 2024 |
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| Heron Bay Capital Management | 90k | $24M | -5% | Mar 2024 |
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| LPL Financial | 89k | $23M | 100% | Mar 2024 |
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| Amundi | 88k | $23M | -35% | Mar 2024 |
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| Assenagon Asset Management | 86k | $24M | 882% | Jun 2024 |
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| Brown Brothers Harriman & Co. | 81k | $21M | 37% | Mar 2024 |
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| Brian McDonald | 79k | $21M | 100% | Mar 2024 |
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| Reinhart Mahoney Capital Management | 77k | $22M | 1% | Jun 2024 |
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| Ameriprise Financial | 77k | $20M | 100% | Mar 2024 |
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| Russell Investments | 75k | $20M | -36% | Mar 2024 |
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| UBS Group | 75k | $20M | 42% | Mar 2024 |
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| Barclays | 70k | $18M | -18% | Mar 2024 |
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| Aviva | 69k | $18M | -7% | Mar 2024 |
|
| Toronto-Dominion Bank | 67k | $18M | 585% | Mar 2024 |
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| Iridian Asset Management | 60k | $16M | 0% | Mar 2024 |
|
| Teacher Retirement System Of Texas | 57k | $15M | -10% | Mar 2024 |
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| NewEdge Wealth | 57k | $15M | 2% | Mar 2024 |
|
| Parnassus Investments | 57k | $15M | 80% | Mar 2024 |
|
| Natixis Asset Management Advisors | 56k | $15M | 94% | Mar 2024 |
|
| Thornburg Investment Management | 56k | $15M | -10% | Mar 2024 |
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| Mitsubishi UFJ Trust & Banking Corp | 55k | $15M | -27% | Mar 2024 |
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| Fort Washington Investment Advisors | 54k | $14M | -24% | Mar 2024 |
|
| Citigroup | 54k | $14M | -16% | Mar 2024 |
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| New York State Common Retirement Fund | 54k | $14M | -11% | Mar 2024 |
|
| Foster Victor Wealth Advisors | 53k | $13M | 6% | Jun 2024 |
|
| Treasurer of the State of North Carolina | 52k | $14M | -1% | Mar 2024 |
|
| Royal London Asset Management | 49k | $13M | -3% | Mar 2024 |
|
| Twin Tree Management | 49k | $13M | 385% | Mar 2024 |
|
| Cubist Systematic Strategies | 49k | $13M | 567% | Mar 2024 |
|
| Ensign Peak Advisors | 48k | $13M | 100% | Mar 2024 |
|
| AQR Capital Management | 47k | $12M | -19% | Mar 2024 |
|
| ICON Advisers | 46k | $12M | 0% | Mar 2024 |
|
| Venturi Wealth Management | 45k | $13M | 2% | Jun 2024 |
|
| Logan Capital Management | 45k | $12M | 100% | Mar 2024 |
|
| State of New Jersey Common Pension Fund D | 44k | $12M | 0% | Mar 2024 |
|
| Great-West Life Assurance Company | 42k | $11M | -4% | Mar 2024 |
|
| Pathstone Holdings | 42k | $11M | 4% | Mar 2024 |
|
| Intech Investment Management | 42k | $11M | 39% | Mar 2024 |
|
| Bnp Paribas Arbitrage, Snc | 42k | $11M | 9% | Mar 2024 |
|
| Tobam | 42k | $11M | 101% | Mar 2024 |
|
| State of Wisconsin Investment Board | 41k | $11M | 5% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 40k | $11M | 100% | Mar 2024 |
|
| Mitsubishi UFJ Asset Management | 39k | $10M | 15% | Mar 2024 |
|
| Pictet Asset Management Holding SA | 39k | $10M | 100% | Mar 2024 |
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| Susquehanna Fundamental Investments | 38k | $10M | 100% | Mar 2024 |
|
| Walleye Trading Advisors | 37k | $9.8M | 56% | Mar 2024 |
|
| Sumitomo Mitsui Asset Management Company | 37k | $9.8M | -4% | Mar 2024 |
|
| Janney Montgomery Scott | 37k | $10M | 6% | Jun 2024 |
|
| Ohio Pers | 37k | $9.6M | -5% | Mar 2024 |
|
| Carnick & Kubik | 36k | $10M | 14% | Jun 2024 |
|
| Bnp Paribas Investment Partners | 36k | $9.5M | 11% | Mar 2024 |
|
| First Trust Advisors | 35k | $9.2M | 100% | Mar 2024 |
|
| CI Private Wealth | 35k | $9.2M | -50% | Mar 2024 |
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| Brant Point Investment Management | 35k | $9.1M | -12% | Mar 2024 |
|
| Forsta Ap-fonden | 28k | $7.5M | -31% | Mar 2024 |
|
| LMR Partners | 22k | $5.8M | -50% | Mar 2024 |
|
| KBC Group NV | 12k | $3.4M | -78% | Jun 2024 |
|
| Advisor Group Holdings | 9.0k | $2.4M | -75% | Mar 2024 |
|
| Bridgewater Associates | 8.1k | $2.1M | -81% | Mar 2024 |
|
| Squarepoint Ops | 7.0k | $1.8M | -92% | Mar 2024 |
|
Who sold out of Lpl Financial Holdings?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Norges Bank Investment Management | Dec 2023 | 881k | $201M |
| Weiss Multi-strategy Advisers | Dec 2023 | 75k | $17M |
| Twinbeech Capital | Dec 2023 | 62k | $14M |
| Cramer Rosenthal McGlynn | Dec 2023 | 61k | $14M |
| Aquatic Capital Management | Dec 2023 | 44k | $10M |