LPL Financial Holdings Inc. - Common Stock (LPLA)

CUSIP: 50212V100

Q2 2019 13F Holders as of 30 Jun 2019

Holder snapshot 7 signals
Share change
+472,964
Put/Call ratio
18%
SEC-reported price per share
$81.57
Number of holders
311
Value change
+$44,236,598
Number of buys
141
Open additional details 1 more signal available
Number of sells
175
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
79,214,264

Security key

50212V100

Report period

Q2 2019

Institutions

311

Top holders

10

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 Ltd.
Disclosed value leader
Janus Henderson Group Ltd.
Comparable rows
15/15
Latest evidence
31 Mar 2019
13F Lead comparable stake: 13% Showing 1-6 of 15 holder rows.

Quick read

Janus Henderson Group Ltd. 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.

Open SEC evidence Opens Janus Henderson Group Ltd.'s linked filing trail.
Comparable ownership Top 5
Janus Henderson Group Ltd. 13%
VANGUARD GROUP INC 12%
BlackRock Finance, Inc. 5.1%
First Pacific Advisors, LP 3.7%
FMR LLC 3.3%

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 Ltd.
13F
Company
13F
13%
$698,240,000
10,024,987 shares
— 31 Mar 2019
VANGUARD GROUP INC
13F
Company
13F
12%
$689,139,000
9,894,315 shares
— 31 Mar 2019
BlackRock Finance, Inc.
13F
Company
13F
5.1%
$280,302,000
4,024,441 shares
— 31 Mar 2019
First Pacific Advisors, LP
13F
Company
13F
3.7%
$203,703,000
2,924,662 shares
— 31 Mar 2019
FMR LLC
13F
Company
13F
3.3%
$180,326,000
2,589,022 shares
— 31 Mar 2019
FRONTIER CAPITAL MANAGEMENT CO LLC
13F
Company
13F
3.1%
$171,233,000
2,458,484 shares
— 31 Mar 2019
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 Q2 2019

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
311
Shares
78,380,767
Rows available
311
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 Q2 2019 vs Q1 2019 Across Filers

Q1 2019 holders
314
Q2 2019 holders
311
Holder diff
-3
Investor Q1 2019 Shares Q2 2019 Shares Share Diff Share Chg % Q1 2019 value Q2 2019 value Value change Value Chg %
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