Security key
50212V100
LPL Financial Holdings Inc. - Common Stock (LPLA)
CUSIP: 50212V100
Q3 2021 13F Holders as of 30 Sep 2021
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 76,927,107
- Total 13F value
- $12,061,861,858
- Share change
- +937,714
- Put/Call ratio
- 59%
- SEC-reported price per share
- $156.76
- Number of holders
- 416
- Value change
- +$172,287,789
- Number of buys
- 211
- Number of sells
- 180
- Shares outstanding
- 79,741,288
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2021
Institutions
416
Top holders
10
LPLA full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2021
Previous quarter: Q2 2021
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 2021
13F
Lead comparable stake: 9.9%
Showing 1-6 of 15 holder rows.
Quick read
JANUS HENDERSON GROUP PLC leads the comparable SEC ownership view at 9.9%.
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 PLC's linked filing trail.
Comparable ownership
Top 5
JANUS HENDERSON GROUP PLC
9.9%
VANGUARD GROUP INC
8.9%
BlackRock Finance, Inc.
4.7%
WELLINGTON MANAGEMENT GROUP LLP
3.6%
SAMLYN CAPITAL, 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
|
9.9%
|
$1,069,281,000
7,921,775 shares
|
— | 30 Jun 2021 |
| VANGUARD GROUP INC |
13F
Company
|
8.9%
|
$958,155,000
7,098,494 shares
|
— | 30 Jun 2021 |
| BlackRock Finance, Inc. |
13F
Company
|
4.7%
|
$508,047,000
3,763,872 shares
|
— | 30 Jun 2021 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
3.6%
|
$387,234,000
2,868,818 shares
|
— | 30 Jun 2021 |
| SAMLYN CAPITAL, LLC |
13F
Company
|
3.2%
|
$343,686,000
2,546,205 shares
|
— | 30 Jun 2021 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
3.2%
|
$339,416,000
2,514,577 shares
|
— | 30 Jun 2021 |
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 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
416
Shares
76,927,107
Rows available
416
| 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 2021 vs Q2 2021 Across Filers
Q2 2021 holders
412
Q3 2021 holders
416
Holder diff
4
| Investor | Q2 2021 Shares | Q3 2021 Shares | Share Diff | Share Chg % | Q2 2021 value | Q3 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend