Security key
50212V100
LPL Financial Holdings Inc. - Common Stock (LPLA)
CUSIP: 50212V100
Q4 2019 13F Holders as of 31 Dec 2019
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 76,543,448
- Total 13F value
- $7,046,615,444
- Share change
- +6,665
- Put/Call ratio
- 5.7%
- SEC-reported price per share
- $92.25
- Number of holders
- 331
- Value change
- +$14,176,609
- Number of buys
- 153
- Number of sells
- 158
- Shares outstanding
- 79,741,288
Holder snapshot
7 signals
Show 1 more signal
Security identity
1 source field
Report period
Q4 2019
Institutions
331
Top holders
10
LPLA full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2020
Previous quarter: Q3 2019
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 Sep 2019
13F
Lead comparable stake: 12%
Showing 1-6 of 15 holder rows.
Quick read
JANUS HENDERSON GROUP PLC leads the comparable SEC ownership view at 12%.
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
12%
VANGUARD GROUP INC
12%
BlackRock Finance, Inc.
5%
First Pacific Advisors, LP
3.3%
FMR LLC
3.2%
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
|
12%
|
$809,019,000
9,878,130 shares
|
— | 30 Sep 2019 |
| VANGUARD GROUP INC |
13F
Company
|
12%
|
$769,559,000
9,396,326 shares
|
— | 30 Sep 2019 |
| BlackRock Finance, Inc. |
13F
Company
|
5%
|
$329,698,000
4,025,596 shares
|
— | 30 Sep 2019 |
| First Pacific Advisors, LP |
13F
Company
|
3.3%
|
$213,855,000
2,611,173 shares
|
— | 30 Sep 2019 |
| FMR LLC |
13F
Company
|
3.2%
|
$207,152,000
2,529,329 shares
|
— | 30 Sep 2019 |
| Invesco Ltd. |
13F
Company
|
2.9%
|
$188,614,000
2,302,971 shares
|
— | 30 Sep 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 Q4 2019
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
331
Shares
76,543,448
Rows available
331
| 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 Q4 2019 vs Q3 2019 Across Filers
Q3 2019 holders
305
Q4 2019 holders
331
Holder diff
26
| Investor | Q3 2019 Shares | Q4 2019 Shares | Share Diff | Share Chg % | Q3 2019 value | Q4 2019 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend