Security key
50212V100
LPL Financial Holdings Inc. - Common Stock (LPLA)
CUSIP: 50212V100
Q3 2018 13F Holders as of 30 Sep 2018
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 81,104,226
- Total 13F value
- $5,227,326,228
- Share change
- -2,899,360
- Put/Call ratio
- 61%
- SEC-reported price per share
- $64.51
- Number of holders
- 284
- Value change
- -$192,630,628
- Number of buys
- 139
- Number of sells
- 151
- Shares outstanding
- 79,741,288
Holder snapshot
7 signals
Show 1 more signal
Security identity
1 source field
Report period
Q3 2018
Institutions
284
Top holders
10
LPLA full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2018
Previous quarter: Q2 2018
LPL Financial Holdings Inc. SEC filings
LPL Financial Holdings Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 50212V100
Recent filing periods:
Ownership snapshot
Top reported holders of LPLA - LPL Financial Holdings Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
JANUS HENDERSON GROUP PLC
Disclosed value leader
JANUS HENDERSON GROUP PLC
Comparable rows
15/15
Latest evidence
30 Jun 2018
13F
Lead comparable stake: 13%
Showing 1-6 of 15 holder rows.
Quick read
JANUS HENDERSON GROUP PLC leads the comparable SEC ownership view at 13%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Comparable ownership
Top 5
JANUS HENDERSON GROUP PLC
13%
VANGUARD GROUP INC
12%
BlackRock Finance, Inc.
5.2%
First Pacific Advisors, LP
4.4%
Invesco Ltd.
3.7%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC |
13F
Company
|
13%
|
$654,565,000
9,987,258 shares
|
— | 30 Jun 2018 |
| VANGUARD GROUP INC |
13F
Company
|
12%
|
$625,608,000
9,545,427 shares
|
— | 30 Jun 2018 |
| BlackRock Finance, Inc. |
13F
Company
|
5.2%
|
$269,249,000
4,108,168 shares
|
— | 30 Jun 2018 |
| First Pacific Advisors, LP |
13F
Company
|
4.4%
|
$227,902,000
3,477,302 shares
|
— | 30 Jun 2018 |
| Invesco Ltd. |
13F
Company
|
3.7%
|
$192,897,000
2,943,199 shares
|
— | 30 Jun 2018 |
| Southpoint Capital Advisors LP |
13F
Company
|
2.8%
|
$147,465,000
2,250,000 shares
|
— | 30 Jun 2018 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2018
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
284
Shares
81,104,226
Rows available
284
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2018 vs Q2 2018 Across Filers
Q2 2018 holders
288
Q3 2018 holders
284
Holder diff
-4
| Investor | Q2 2018 Shares | Q3 2018 Shares | Share Diff | Share Chg % | Q2 2018 value | Q3 2018 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend