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 | $1.5B | 0% | Mar 2026 |
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| Robeco Investment Management | 4.1M | $1.2B | 16% | Mar 2026 |
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| Dodge & Cox | 3.9M | $1.4B | 19% | Dec 2025 |
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| Vanguard Portfolio Management | 3.9M | $1.2B | 100% | Mar 2026 |
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| Massachusetts Financial Services | 3.7M | $1.3B | 15% | Dec 2025 |
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| Henderson Group | 3.7M | $1.1B | 18% | Mar 2026 |
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| Vanguard Capital Management | 3.6M | $1.1B | 100% | Mar 2026 |
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| Principal Financial Group | 2.6M | $793M | 36% | Mar 2026 |
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| Samlyn Capital | 2.3M | $699M | 47% | Mar 2026 |
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| Capital World Investors | 2.3M | $696M | -36% | Mar 2026 |
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| Kayne Anderson Rudnick Investment Management | 2.3M | $821M | -7% | Dec 2025 |
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| Lone Pine Capital | 2.0M | $617M | -1% | Mar 2026 |
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| State Street Corporation | 1.8M | $658M | 1% | Dec 2025 |
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| WCM Investment Management | 1.7M | $521M | 1% | Mar 2026 |
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| Geode Capital Management | 1.6M | $478M | 3% | Mar 2026 |
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| Alliancebernstein | 1.6M | $562M | 31% | Mar 2026 |
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| Morgan Stanley | 1.3M | $386M | -27% | Mar 2026 |
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| Barrow, Hanley, Mewhinney & Strauss | 1.1M | $329M | -13% | Mar 2026 |
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| SurgoCap Partners | 995k | $355M | 0% | Dec 2025 |
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| Citadel Advisors | 974k | $293M | 130% | Mar 2026 |
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| Millennium Management | 904k | $272M | 188% | Mar 2026 |
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| Darlington Partners Capital Management | 893k | $269M | 14% | Mar 2026 |
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| Westfield Capital Management Company | 882k | $265M | 41% | Mar 2026 |
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| Dimensional Fund Advisors | 816k | $246M | 4% | Mar 2026 |
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| Bank of America Corporation | 803k | $242M | 100% | Mar 2026 |
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| APG All Pensions Group NV | 773k | $202M | 4% | Mar 2026 |
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| Raymond James Financial | 730k | $261M | -11% | Dec 2025 |
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| FMR | 665k | $238M | -41% | Dec 2025 |
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| UBS Group | 654k | $197M | 53% | Mar 2026 |
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| Ubs Global Asset Management Americas | 592k | $178M | 2% | Mar 2026 |
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| Markel Corporation | 560k | $169M | 0% | Mar 2026 |
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| TD Asset Management | 554k | $167M | -12% | Mar 2026 |
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| Northern Trust | 516k | $184M | -3% | Dec 2025 |
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| Vanguard Fiduciary Trust | 508k | $153M | 100% | Mar 2026 |
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| Van Eck Associates Corp. | 494k | $176M | 6632% | 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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| Eminence Capital | 442k | $158M | -25% | Dec 2025 |
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| Wells Fargo & Company | 421k | $127M | -14% | Mar 2026 |
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| Charles Schwab Investment Management | 419k | $150M | 3% | Dec 2025 |
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| Holocene Advisors | 418k | $126M | 15% | Mar 2026 |
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| Franklin Resources | 402k | $121M | 149% | Mar 2026 |
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| Fairview Capital Investment Management | 392k | $118M | -5% | Mar 2026 |
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| Bank of New York Mellon | 384k | $116M | 5% | Mar 2026 |
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| Caisse de depot et placement du Quebec | 364k | $130M | 17% | Dec 2025 |
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| Goldman Sachs Group | 361k | $109M | 29% | Mar 2026 |
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| Invesco | 349k | $105M | -32% | Mar 2026 |
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| Fort Washington Investment Advisors | 348k | $105M | 38% | Mar 2026 |
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| Envestnet Asset Management | 337k | $101M | -5% | Mar 2026 |
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| Ing Investment Management | 329k | $99M | 4113% | Mar 2026 |
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| Nomura Asset Management International | 329k | $99M | 100% | Mar 2026 |
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| Cantillon Capital Mgnt | 325k | $98M | -12% | Mar 2026 |
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| First Pacific Advisors | 321k | $97M | -17% | Mar 2026 |
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| Coronation Fund Managers | 290k | $87M | 27% | Mar 2026 |
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| Legal & General Group | 287k | $86M | -22% | Mar 2026 |
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| Ameriprise Financial | 265k | $80M | 64% | Mar 2026 |
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| Gilder, Gagnon, Howe & Co | 259k | $93M | -3% | Dec 2025 |
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| Susquehanna International | 253k | $90M | -1% | Dec 2025 |
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| Heron Bay Capital Management | 249k | $75M | 197% | Mar 2026 |
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| Prana Capital Management | 247k | $74M | 100% | Mar 2026 |
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| Junto Capital Management | 239k | $72M | 78% | Mar 2026 |
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| Branch Banking & Trust Company | 204k | $61M | -1% | Mar 2026 |
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| Jane Street | 175k | $53M | 223% | Mar 2026 |
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| Deutsche Bank Aktiengesellschaft | 168k | $50M | -11% | Mar 2026 |
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| Sumitomo Mitsui Trust Holdings | 168k | $50M | -5% | Mar 2026 |
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| Nuveen | 166k | $50M | 4% | Mar 2026 |
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| Stifel Financial | 165k | $50M | -9% | Mar 2026 |
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| Royal Bank of Canada | 158k | $48M | -46% | Mar 2026 |
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| Alyeska Investment Group | 155k | $47M | 100% | Mar 2026 |
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| Wellington Management Company | 149k | $53M | -7% | Dec 2025 |
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| Brown Brothers Harriman & Co. | 146k | $44M | -22% | Mar 2026 |
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| CalPERS | 143k | $43M | -6% | Mar 2026 |
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| LPL Financial | 142k | $43M | 6% | Mar 2026 |
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| National Pension Service | 141k | $42M | 12% | Mar 2026 |
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| Vanguard Asset Management | 137k | $41M | 100% | Mar 2026 |
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| Diamond Hill Capital Management | 137k | $41M | 298% | Mar 2026 |
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| Hudson Bay Capital Management | 135k | $41M | 69% | Mar 2026 |
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| Jennison Associates | 135k | $41M | 21% | Mar 2026 |
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| Citigroup | 129k | $39M | 100% | Mar 2026 |
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| Sei Investments | 127k | $38M | 13% | Mar 2026 |
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| Amundi | 126k | $38M | -26% | Mar 2026 |
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| Bamco | 122k | $37M | -31% | Mar 2026 |
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| Perpetual | 118k | $35M | 16% | Mar 2026 |
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| California State Teachers Retirement System | 117k | $35M | -2% | Mar 2026 |
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| PFA Pension, Forsikringsaktieselskab | 115k | $35M | 0% | Mar 2026 |
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| Renaissance Technologies | 114k | $41M | 38% | Dec 2025 |
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| Westwood Holdings | 109k | $33M | -21% | Mar 2026 |
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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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| Jain Global | 102k | $31M | -22% | Mar 2026 |
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| Rhumbline Advisers | 101k | $30M | 0% | Mar 2026 |
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| Champlain Investment Partners | 101k | $30M | 100% | Mar 2026 |
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| Danske Bank A/s | 100k | $30M | -20% | Mar 2026 |
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| Standard Life Aberdeen | 98k | $30M | 1% | Mar 2026 |
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| Clarkston Capital Partners | 96k | $29M | -68% | Mar 2026 |
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| Cander Asset Management | 95k | $29M | 100% | Mar 2026 |
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| First Trust Advisors | 94k | $28M | -5% | Mar 2026 |
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| Schonfeld Strategic Advisors | 90k | $27M | 499% | Mar 2026 |
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| Barclays | 89k | $32M | 11% | Dec 2025 |
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| Mitsubishi UFJ Asset Management | 86k | $26M | 10% | Mar 2026 |
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| Foster Victor Wealth Advisors | 75k | $24M | 14% | Mar 2026 |
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| Picton Mahoney Asset Management | 73k | $22M | 106% | Mar 2026 |
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| Ensign Peak Advisors | 73k | $22M | -34% | Mar 2026 |
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| Trillium Asset Management Corporation | 73k | $22M | -2% | Mar 2026 |
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| Florida State Board of Administration | 72k | $22M | 0% | Mar 2026 |
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| Family Wealth Partners | 72k | $22M | -30% | Mar 2026 |
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| Squarepoint Ops | 71k | $21M | 312% | Mar 2026 |
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| Aviva | 69k | $21M | 3% | Mar 2026 |
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| Buckingham Strategic Partners | 69k | $21M | -31% | Mar 2026 |
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| TD Waterhouse Canada | 67k | $19M | 204115% | Mar 2026 |
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| Royal London Asset Management | 65k | $20M | 0% | Mar 2026 |
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| Lynwood Price Capital Management | 60k | $18M | -15% | Mar 2026 |
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| Swedbank AB | 58k | $18M | -20% | Mar 2026 |
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| Russell Investments | 57k | $17M | -4% | Mar 2026 |
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| Artemis Investment Management | 52k | $16M | -18% | Mar 2026 |
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| Point72 Asset Management | 51k | $15M | 151% | Mar 2026 |
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| Teca Partners | 50k | $15M | 21% | Mar 2026 |
|
| Winmill & Co | 49k | $18M | 0% | Dec 2025 |
|
| Mawer Investment Management | 49k | $15M | -2% | Mar 2026 |
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| B. Metzler seel. Sohn & Co | 48k | $14M | 46% | Mar 2026 |
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| Natixis Asset Management Advisors | 47k | $15M | 16% | Mar 2026 |
|
| Quantinno Capital Management | 47k | $14M | 33% | Mar 2026 |
|
| Bnp Paribas Arbitrage, Snc | 45k | $14M | 28% | Mar 2026 |
|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 45k | $14M | 6% | Mar 2026 |
|
| Lrz Capital | 45k | $14M | 100% | Mar 2026 |
|
| Verition Fund Management | 44k | $16M | 33% | Dec 2025 |
|
| State of Wisconsin Investment Board | 44k | $16M | -19% | Dec 2025 |
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| Hsbc Holdings | 44k | $13M | -25% | Mar 2026 |
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| New York State Common Retirement Fund | 44k | $13M | 0% | Mar 2026 |
|
| Walleye Trading Advisors | 42k | $13M | 481% | Mar 2026 |
|
| LTS One Management | 41k | $15M | -17% | Dec 2025 |
|
| Whittier Trust | 41k | $12M | 11% | Mar 2026 |
|
| Adage Capital Partners GP | 40k | $14M | 100% | Dec 2025 |
|
| Pictet Asset Management Holding SA | 40k | $12M | -10% | Mar 2026 |
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| Vanguard Global Advisers | 40k | $12M | 100% | Mar 2026 |
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| Vanguard Investments Australia | 40k | $12M | 100% | Mar 2026 |
|
| La Banque Postale Asset Management SA | 38k | $11M | 10% | Mar 2026 |
|
| Munich Reinsurance Co Stock Corp in Munich | 38k | $11M | 12% | Mar 2026 |
|
| Thornburg Investment Management | 37k | $11M | 26% | Mar 2026 |
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| Zurcher Kantonalbank | 37k | $11M | -3% | Mar 2026 |
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| Captrust Financial Advisors | 37k | $13M | -2% | Dec 2025 |
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| Logan Capital Management | 36k | $11M | 1% | Mar 2026 |
|
| Mitsubishi UFJ Trust & Banking Corp | 34k | $10M | -4% | Mar 2026 |
|
| Pathstone Holdings | 34k | $10M | -4% | Mar 2026 |
|
| Treasurer of the State of North Carolina | 33k | $12M | -7% | Dec 2025 |
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| AQR Capital Management | 33k | $9.9M | 40% | Mar 2026 |
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| CI Private Wealth | 33k | $9.8M | -1% | Mar 2026 |
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| Klp Kapitalforvaltning As | 31k | $9.4M | 2% | Mar 2026 |
|
| Korea Investment Corporation | 31k | $9.4M | -45% | Mar 2026 |
|
| Jennifer Ranahan | 27k | $8.1M | -47% | Mar 2026 |
|
| Great-West Life Assurance Company | 24k | $8.6M | -49% | Dec 2025 |
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| Storebrand Asset Management As | 22k | $6.6M | -31% | Mar 2026 |
|
| Janney Montgomery Scott | 20k | $5.9M | -68% | Mar 2026 |
|
| Empowered Funds | 18k | $6.6M | -52% | Dec 2025 |
|
| Brian McDonald | 17k | $6.1M | -88% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 15k | $4.4M | -89% | Mar 2026 |
|
| Marshall Wace | 9.7k | $3.5M | -92% | Dec 2025 |
|
| Susquehanna Fundamental Investments | 4.3k | $1.5M | -92% | Dec 2025 |
|
| Walleye Trading | 3.9k | $1.2M | -88% | Mar 2026 |
|
| Woodline Partners | 3.1k | $939k | -96% | Mar 2026 |
|
| Allspring Global Investments Holdings | 2.5k | $727k | -98% | Mar 2026 |
|
| 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 |
|---|---|---|---|
| Norges Bank Investment Management | Dec 2025 | 1.0M | $372M |
| Jpmorgan Chase & Co | Sep 2025 | 939k | $312M |
| Third Point | Dec 2025 | 510k | $182M |
| Railway Pension Investments | Dec 2025 | 445k | $159M |
| Egerton Capital | Dec 2025 | 255k | $91M |
| Tremblant Capital Group | Dec 2025 | 222k | $79M |
| Employees Retirement System of Texas | Dec 2025 | 176k | $63M |
| Bridgewater Associates | Dec 2025 | 118k | $42M |
| Southpoint Capital Advisors | Dec 2025 | 115k | $41M |
| Senator Investment Group | Dec 2025 | 100k | $36M |
| Solel Partners | Dec 2025 | 87k | $31M |
| D. E. Shaw & Co | Dec 2025 | 82k | $29M |
| Ceredex Value Advisors | Sep 2025 | 69k | $23M |
| Moore Capital Management | Dec 2025 | 67k | $24M |
| Weiss Asset Management LP[1 | Dec 2025 | 52k | $19M |