Recent Quarter Total Invested
$20.09 B
Recent Quarter Institutional Ownership Percentage
96.52%
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
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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
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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.
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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.