LPL Financial Holdings Inc. - Common Stock (LPLA)

CUSIP: 50212V100

Q4 2021 13F Holders as of 31 Dec 2021

Holder snapshot 7 signals
Share change
-2,566,071
Put/Call ratio
69%
SEC-reported price per share
$160.09
Number of holders
425
Value change
-$405,244,057
Number of buys
197
Open additional details 1 more signal available
Number of sells
205
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
79,214,264

Security key

50212V100

Report period

Q4 2021

Institutions

425

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
0/15
Latest evidence
30 Sep 2021
13F Highest disclosed value: $1,224,651,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Janus Henderson Group Ltd. has the largest disclosed position value at $1.22B.

0 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.
Disclosed position value Top 5
Janus Henderson Group Ltd. $1.22B
VANGUARD GROUP INC $1.08B
BlackRock Finance, Inc. $567.97M
WELLINGTON MANAGEMENT GROUP LLP $474.75M
SAMLYN CAPITAL, LLC $407.7M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

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
—
denominator unverified
$1,224,651,000
7,812,267 shares
— 30 Sep 2021
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$1,082,187,000
6,903,463 shares
— 30 Sep 2021
BlackRock Finance, Inc.
13F
Company
13F
—
denominator unverified
$567,973,000
3,623,193 shares
— 30 Sep 2021
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
13F
—
denominator unverified
$474,749,000
3,028,512 shares
— 30 Sep 2021
SAMLYN CAPITAL, LLC
13F
Company
13F
—
denominator unverified
$407,705,000
2,600,827 shares
— 30 Sep 2021
WELLS FARGO & COMPANY/MN
13F
Company
13F
—
denominator unverified
$395,162,000
2,520,810 shares
— 30 Sep 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 Q4 2021

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

Institutions
425
Shares
76,790,237
Rows available
425
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 2021 vs Q3 2021 Across Filers

Q3 2021 holders
416
Q4 2021 holders
425
Holder diff
9
Investor Q3 2021 Shares Q4 2021 Shares Share Diff Share Chg % Q3 2021 value Q4 2021 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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