LPL Financial Holdings Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 7.28 M | $1.69 B | 1.28% | 9.74% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 4.75 M | $1.11 B | 100.00% | 6.36% |
| FMR LLC | 11/13/2024 | 3.32 M | $772.93 M | 24.35% | 4.44% |
| BOSTON PARTNERS | 11/12/2024 | 3.10 M | $722.77 M | 64.26% | 4.15% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2024 | 2.60 M | $605.59 M | 0.52% | 3.48% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 2.53 M | $588.21 M | -0.54% | 3.38% |
| LONE PINE CAPITAL LLC | 11/14/2024 | 2.18 M | $507.17 M | 29.38% | 2.92% |
| STATE STREET CORP | 11/14/2024 | 1.68 M | $390.14 M | -1.52% | 2.24% |
| WCM INVESTMENT MANAGEMENT, LLC | 11/04/2024 | 1.65 M | $380.84 M | -0.84% | 2.21% |
| SAMLYN CAPITAL, LLC | 11/14/2024 | 1.65 M | $382.84 M | 37.75% | 2.20% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.44 M | $333.58 M | 2.60% | 1.92% |
| JPMORGAN CHASE & CO | 11/08/2024 | 1.28 M | $296.64 M | 27.92% | 1.71% |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 11/14/2024 | 1.10 M | $255.83 M | 40.40% | 1.47% |
| EMINENCE CAPITAL, LP | 11/14/2024 | 1.08 M | $250.80 M | 61.09% | 1.44% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 991,029 | $230.54 M | 1,007.05% | 1.33% |
| CLARKSTON CAPITAL PARTNERS, LLC | 11/07/2024 | 977,030 | $227.29 M | -1.57% | 1.31% |
| TD ASSET MANAGEMENT INC | 11/01/2024 | 906,613 | $209.30 M | 2.89% | 1.21% |
| MORGAN STANLEY | 11/14/2024 | 870,848 | $202.59 M | -40.64% | 1.16% |
| MARSHALL WACE, LLP | 11/14/2024 | 863,254 | $200.82 M | 100.00% | 1.15% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 839,199 | $195.22 M | 89.39% | 1.12% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 800,591 | $186.23 M | 2.38% | 1.07% |
| SURGOCAP PARTNERS LP | 11/14/2024 | 780,721 | $181.62 M | 42.77% | 1.04% |
| SOUTHPOINT CAPITAL ADVISORS LP | 11/14/2024 | 750,000 | $174.47 M | 50.00% | 1.00% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 11/12/2024 | 710,867 | $165.37 M | 21.60% | 0.95% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 710,367 | $165.25 M | -19.70% | 0.95% |
| EPOCH INVESTMENT PARTNERS, INC. | 11/13/2024 | 700,034 | $162.85 M | 8.31% | 0.94% |
| HMI CAPITAL MANAGEMENT, L.P. | 11/14/2024 | 692,543 | $161.11 M | 21.57% | 0.93% |
| AZORA CAPITAL LP | 11/14/2024 | 643,544 | $149.71 M | 52.17% | 0.86% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 615,985 | $143.30 M | -70.67% | 0.82% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/14/2024 | 607,765 | $141.38 M | -21.57% | 0.81% |
| EAGLE ASSET MANAGEMENT INC | 11/12/2024 | 591,233 | $184.61 M | -9.49% | 0.79% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 559,402 | $130.13 M | -27.74% | 0.75% |
| MARKEL GROUP INC. | 11/01/2024 | 520,404 | $121.06 M | 8.01% | 0.70% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 498,223 | $115.90 M | -0.94% | 0.67% |
| MAVERICK CAPITAL LTD | 11/14/2024 | 497,075 | $115.63 M | 81.98% | 0.66% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 485,946 | $113.05 M | -0.18% | 0.65% |
| THIRD POINT LLC | 11/14/2024 | 485,000 | $112.83 M | 100.00% | 0.65% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 479,915 | $111.64 M | -48.00% | 0.64% |
| JUNTO CAPITAL MANAGEMENT LP | 11/14/2024 | 477,586 | $111.10 M | -16.04% | 0.64% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 474,026 | $110.27 M | -0.67% | 0.63% |
| FIRST PACIFIC ADVISORS, LP | 11/04/2024 | 458,362 | $106.63 M | -0.13% | 0.61% |
| MAN GROUP PLC | 11/14/2024 | 448,926 | $104.43 M | 81.04% | 0.60% |
| AGF MANAGEMENT LTD | 11/12/2024 | 447,510 | $104.10 M | 3.52% | 0.60% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 442,842 | $103.02 M | -0.97% | 0.59% |
| CITADEL ADVISORS LLC | 11/14/2024 | 419,977 | $97.70 M | 17.74% | 0.56% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 354,700 | $82.51 M | -39.06% | 0.47% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2024 | 350,382 | $81.51 M | 144.63% | 0.47% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 333,568 | $77.60 M | -15.36% | 0.45% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 321,813 | $74.86 M | 3.17% | 0.43% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 316,670 | $73.67 M | -3.74% | 0.42% |
LPL Financial Holdings Inc.institutional Ownership - FAQ's
During the previous two years, 899 institutional investors and hedge funds held shares of LPL Financial Holdings Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 7.28 M
BlackRock Funding, Inc. /DE: 4.75 M
FMR LLC: 3.32 M
Boston Partners: 3.1 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 2.6 M
JANUS HENDERSON GROUP PLC: 2.53 M
95.07% of LPL Financial Holdings Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 95.37 M shares in the last 24 months. This purchase volume represents approximately $31.27 B in transactions.