Security key
50212V100
LPL Financial Holdings Inc. - Common Stock (LPLA)
CUSIP: 50212V100
Q2 2020 13F Holders as of 30 Jun 2020
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 76,423,534
- Total 13F value
- $5,987,635,769
- Share change
- +2,070,320
- Put/Call ratio
- 114%
- SEC-reported price per share
- $78.40
- Number of holders
- 332
- Value change
- +$186,666,084
- Number of buys
- 179
- Number of sells
- 160
- Shares outstanding
- 79,741,288
Holder snapshot
7 signals
Show 1 more signal
Security identity
1 source field
Report period
Q2 2020
Institutions
332
Top holders
10
LPLA full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2020
Previous quarter: Q1 2020
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
VANGUARD GROUP INC
Disclosed value leader
VANGUARD GROUP INC
Comparable rows
15/15
Latest evidence
31 Mar 2020
13F
Lead comparable stake: 12%
Showing 1-6 of 15 holder rows.
Quick read
VANGUARD GROUP INC 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
VANGUARD GROUP INC
12%
JANUS HENDERSON GROUP PLC
11%
BlackRock Finance, Inc.
5%
SAMLYN CAPITAL, LLC
4.7%
Invesco Ltd.
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 |
|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
Company
|
12%
|
$521,476,000
9,580,669 shares
|
— | 31 Mar 2020 |
| JANUS HENDERSON GROUP PLC |
13F
Company
|
11%
|
$489,562,000
8,994,339 shares
|
— | 31 Mar 2020 |
| BlackRock Finance, Inc. |
13F
Company
|
5%
|
$215,622,000
3,961,471 shares
|
— | 31 Mar 2020 |
| SAMLYN CAPITAL, LLC |
13F
Company
|
4.7%
|
$205,390,000
3,773,455 shares
|
— | 31 Mar 2020 |
| Invesco Ltd. |
13F
Company
|
3%
|
$128,514,000
2,361,099 shares
|
— | 31 Mar 2020 |
| Clarkston Capital Partners, LLC |
13F
Company
|
2.7%
|
$118,488,000
2,176,889 shares
|
— | 31 Mar 2020 |
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 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
332
Shares
76,423,534
Rows available
332
| 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 2020 vs Q1 2020 Across Filers
Q1 2020 holders
284
Q2 2020 holders
332
Holder diff
48
| Investor | Q1 2020 Shares | Q2 2020 Shares | Share Diff | Share Chg % | Q1 2020 value | Q2 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend