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LPL Financial Holdings Inc. (LPLA) Ownership

LPL Financial Holdings Inc. (LPLA) Ownership

NASDAQ Currency in USD Disclaimer

Stock Price

$314.71

$0.69

(0.22%)

Day's range
$312.03
Day's range
$315.72
Recent Quarter Total Invested

$20.09 B

$1.13 B
Recent Quarter Institutional Ownership Percentage

96.52%

$3.11
Total Invested of Last Quarter

$18.96 B

Ownership Percentage of Last Quarter

93.41%

LPL Financial Holdings Inc. Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
VANGUARD GROUP INC 08/13/2024 7.19 M $2.01 B   2.00% 9.64%
BLACKROCK INC. 08/13/2024 5.30 M $1.48 B   -12.75% 7.11%
FMR LLC 08/13/2024 2.67 M $746.26 M   -15.59% 3.58%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 08/13/2024 2.59 M $723.33 M   9.90% 3.47%
JANUS HENDERSON GROUP PLC 08/14/2024 2.54 M $710.04 M   -1.30% 3.41%
PRICE T ROWE ASSOCIATES INC /MD/ 08/14/2024 2.10 M $586.51 M   -11.58% 2.82%
BOSTON PARTNERS 08/14/2024 1.89 M $526.53 M   6.91% 2.53%
STATE STREET CORP 08/14/2024 1.70 M $475.64 M   -0.41% 2.28%
LONE PINE CAPITAL LLC 08/14/2024 1.69 M $470.64 M   0.00% 2.26%
WCM INVESTMENT MANAGEMENT, LLC 07/31/2024 1.66 M $459.87 M   -1.96% 2.23%
CAPITAL RESEARCH GLOBAL INVESTORS 08/13/2024 1.58 M $440.47 M   -1.25% 2.12%
MORGAN STANLEY 10/17/2024 1.47 M $409.74 M   14.98% 1.97%
GEODE CAPITAL MANAGEMENT, LLC 08/09/2024 1.40 M $390.51 M   2.31% 1.88%
SAMLYN CAPITAL, LLC 08/14/2024 1.19 M $333.68 M   8.01% 1.60%
JPMORGAN CHASE & CO 08/12/2024 996,823 $278.41 M   3.14% 1.34%
CLARKSTON CAPITAL PARTNERS, LLC 08/14/2024 992,615 $277.24 M   -25.56% 1.33%
NORGES BANK 08/14/2024 928,886 $259.44 M   100.00% 1.25%
BANK OF NEW YORK MELLON CORP 07/25/2024 922,990 $257.79 M   -4.92% 1.24%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 08/09/2024 884,630 $247.08 M   11.33% 1.19%
TD ASSET MANAGEMENT INC 08/02/2024 881,175 $246.11 M   -20.16% 1.18%
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 09/10/2024 783,290 $218.77 M   9.55% 1.05%
DIMENSIONAL FUND ADVISORS LP 08/09/2024 782,006 $218.40 M   8.28% 1.05%
CANADA PENSION PLAN INVESTMENT BOARD 08/12/2024 774,901 $216.43 M   -1.13% 1.04%
MANUFACTURERS LIFE INSURANCE COMPANY, THE 08/14/2024 774,175 $216.23 M   31.12% 1.04%
EMINENCE CAPITAL, LP 08/14/2024 669,251 $186.92 M   -9.05% 0.90%
UBS ASSET MANAGEMENT AMERICAS INC 08/14/2024 655,451 $183.07 M   20.70% 0.88%
EAGLE ASSET MANAGEMENT INC 08/12/2024 653,223 $184.27 M   -5.99% 0.88%
EPOCH INVESTMENT PARTNERS, INC. 08/13/2024 646,340 $180.52 M   -30.30% 0.87%
VOYA INVESTMENT MANAGEMENT LLC 08/14/2024 611,249 $170.49 M   -3.97% 0.82%
WESTFIELD CAPITAL MANAGEMENT CO LP 08/14/2024 584,601 $163.28 M   51.75% 0.78%
BANK OF AMERICA CORP /DE/ 08/14/2024 582,022 $162.56 M   1.73% 0.78%
HMI CAPITAL MANAGEMENT, L.P. 08/14/2024 569,643 $159.10 M   53.40% 0.76%
JUNTO CAPITAL MANAGEMENT LP 08/14/2024 568,834 $158.88 M   29.97% 0.76%
INVESCO LTD. 08/13/2024 567,525 $158.51 M   36.45% 0.76%
SURGOCAP PARTNERS LP 08/14/2024 546,841 $152.73 M   4.77% 0.73%
WELLS FARGO & COMPANY/MN 08/13/2024 502,943 $140.47 M   3.45% 0.67%
SOUTHPOINT CAPITAL ADVISORS LP 08/14/2024 500,000 $139.65 M   334.78% 0.67%
D. E. SHAW & CO., INC. 08/14/2024 496,378 $138.64 M   -47.53% 0.67%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 08/14/2024 486,819 $135.97 M   -2.43% 0.65%
MARKEL GROUP INC. 08/02/2024 481,791 $134.56 M   6.05% 0.65%
AMERICAN CENTURY COMPANIES INC 08/07/2024 477,211 $133.29 M   52.65% 0.64%
FIRST PACIFIC ADVISORS, LP 08/02/2024 458,938 $128.18 M   -0.19% 0.62%
NORTHERN TRUST CORP 08/14/2024 458,564 $128.08 M   2.62% 0.62%
LEGAL & GENERAL GROUP PLC 08/14/2024 447,201 $124.90 M   -2.54% 0.60%
MILLENNIUM MANAGEMENT LLC 08/14/2024 443,095 $123.76 M   -30.53% 0.59%
AGF MANAGEMENT LTD 08/07/2024 432,278 $120.74 M   1.35% 0.58%
AZORA CAPITAL LP 08/14/2024 422,922 $118.12 M   1.53% 0.57%
MACQUARIE GROUP LTD 08/09/2024 407,788 $113.90 M   86.96% 0.55%
RAYMOND JAMES & ASSOCIATES 07/19/2024 394,091 $110.07 M   5.38% 0.53%
ALLIANCEBERNSTEIN L.P. 08/14/2024 380,490 $106.27 M   -1.56% 0.51%

LPL Financial Holdings Inc.institutional Ownership - Frequently Asked Questions

  • Who are the largest shareholders of LPLA shares?

    During the previous two years, 345 institutional investors and hedge funds held shares of LPL Financial Holdings Inc.. The most heavily invested institutionals were:

    Jump Financial, LLC: 0

    ZWJ INVESTMENT COUNSEL INC: 0

    Abich Financial Wealth Management LLC: 0

    ACADIAN ASSET MANAGEMENT LLC: 0

    Achmea Investment Management B.V.: 0

    Winthrop Capital Management, LLC: 0

  • What percentage of LPL Financial Holdings Inc. stock is owned by institutional investors?

    96.52% of LPL Financial Holdings Inc. stock is owned by institutional investors.

  • How much institutional buying is happening at LPLA ?

    Institutional investors have bought a total of 43.18 M shares in the last 24 months. This purchase volume represents approximately $13.59 B in transactions.

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