LPL Financial Holdings Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 05/09/2025 | 7.37 M | $2.41 B | 2.14% | 9.88% |
| BLACKROCK, INC. | 05/02/2025 | 4.75 M | $1.55 B | -0.35% | 6.37% |
| BOSTON PARTNERS | 05/13/2025 | 3.51 M | $1.15 B | -10.02% | 4.71% |
| FMR LLC | 05/12/2025 | 3.17 M | $1.04 B | 6.99% | 4.24% |
| JANUS HENDERSON GROUP PLC | 05/15/2025 | 3.07 M | $1.03 B | 0.52% | 4.11% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 05/14/2025 | 2.68 M | $877.26 M | 0.78% | 3.59% |
| LONE PINE CAPITAL LLC | 05/15/2025 | 1.76 M | $577.08 M | -8.26% | 2.36% |
| STATE STREET CORP | 05/15/2025 | 1.68 M | $549.46 M | 0.54% | 2.25% |
| WCM INVESTMENT MANAGEMENT, LLC | 04/28/2025 | 1.64 M | $550.93 M | -0.38% | 2.19% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 1.56 M | $509.54 M | 6.89% | 2.09% |
| DODGE & COX | 05/14/2025 | 1.52 M | $498.38 M | 224.07% | 2.04% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/02/2025 | 1.52 M | $495.96 M | 35.88% | 2.03% |
| WINSLOW CAPITAL MANAGEMENT, LLC | 05/14/2025 | 1.46 M | $476.87 M | 100.00% | 1.95% |
| SAMLYN CAPITAL, LLC | 05/15/2025 | 1.40 M | $458.41 M | -10.92% | 1.88% |
| JPMORGAN CHASE & CO | 05/12/2025 | 1.30 M | $426.85 M | 8.81% | 1.75% |
| MORGAN STANLEY | 05/15/2025 | 1.21 M | $394.44 M | 17.31% | 1.62% |
| PRINCIPAL FINANCIAL GROUP INC | 04/28/2025 | 1.04 M | $339.79 M | 1,453.31% | 1.39% |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 05/15/2025 | 970.74 K | $317.57 M | 3.45% | 1.30% |
| JENNISON ASSOCIATES LLC | 05/05/2025 | 959.37 K | $313.85 M | 786.21% | 1.29% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 923.69 K | $302.18 M | 174.04% | 1.24% |
| SURGOCAP PARTNERS LP | 05/15/2025 | 906.44 K | $296.53 M | 27.80% | 1.22% |
| EGERTON CAPITAL (UK) LLP | 05/06/2025 | 871.27 K | $285.03 M | 238.08% | 1.17% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 860.01 K | $281.35 M | -5.13% | 1.15% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 842.94 K | $275.79 M | -0.37% | 1.13% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 05/09/2025 | 830.10 K | $271.56 M | 17.59% | 1.11% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2025 | 759.21 K | $248.37 M | 550.55% | 1.02% |
| TD ASSET MANAGEMENT INC | 05/07/2025 | 681.89 K | $223.07 M | -18.94% | 0.91% |
| MARSHALL WACE, LLP | 05/15/2025 | 677.24 K | $221.55 M | 34.33% | 0.91% |
| CLARKSTON CAPITAL PARTNERS, LLC | 05/14/2025 | 674.23 K | $220.57 M | -22.71% | 0.90% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 658.59 K | $215.45 M | 337.11% | 0.88% |
| THIRD POINT LLC | 05/15/2025 | 625.00 K | $204.46 M | -4.58% | 0.84% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 607.56 K | $198.76 M | 4.46% | 0.81% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 595.85 K | $194.92 M | 18.09% | 0.80% |
| AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 588.80 K | $192.62 M | 20.27% | 0.79% |
| EPOCH INVESTMENT PARTNERS, INC. | 05/14/2025 | 585.57 K | $191.56 M | -19.30% | 0.78% |
| MARKEL GROUP INC. | 05/02/2025 | 539.10 K | $176.36 M | 1.26% | 0.72% |
| EMINENCE CAPITAL, LP | 05/15/2025 | 523.11 K | $171.13 M | -6.36% | 0.70% |
| NORTHERN TRUST CORP | 05/13/2025 | 517.36 K | $169.25 M | 5.34% | 0.69% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 05/15/2025 | 469.96 K | $153.74 M | -1.68% | 0.63% |
| FIRST PACIFIC ADVISORS, LP | 05/06/2025 | 457.94 K | $149.81 M | -0.08% | 0.61% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 452.73 K | $148.11 M | 0.01% | 0.61% |
| AZORA CAPITAL LP | 05/15/2025 | 442.43 K | $144.74 M | 6.31% | 0.59% |
| AGF MANAGEMENT LTD | 05/12/2025 | 437.44 K | $143.11 M | 0.55% | 0.59% |
| SOUTHPOINT CAPITAL ADVISORS LP | 05/15/2025 | 400.00 K | $130.86 M | -33.33% | 0.54% |
| PALESTRA CAPITAL MANAGEMENT LLC | 05/15/2025 | 399.21 K | $130.60 M | 21.60% | 0.54% |
| JUNTO CAPITAL MANAGEMENT LP | 05/15/2025 | 397.37 K | $129.99 M | -2.12% | 0.53% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 05/14/2025 | 389.73 K | $127.50 M | -6.73% | 0.52% |
| ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 384.48 K | $125.78 M | 15.14% | 0.52% |
| SEI INVESTMENTS CO | 05/14/2025 | 379.06 K | $124.01 M | 227.53% | 0.51% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 354.00 K | $115.81 M | 5.44% | 0.47% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
LPL Financial Holdings Inc. institutional Ownership - FAQ's
During the previous two years, 835 institutional investors and hedge funds held shares of LPL Financial Holdings Inc.. The most heavily invested institutionals were:
PFG Investments, LLC: 0
Global Wealth Strategies & Associates: 0
Financiere des Professionnels - Fonds d,investissement inc.: 0
Procyon Advisors, LLC: 0
CITY HOLDING CO: 0
Farmers & Merchants Trust Co of Chambersburg PA: 0
103.00% of LPL Financial Holdings Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 102.17 M shares in the last 24 months. This purchase volume represents approximately $38.50 B in transactions.