LPL Financial Holdings Inc. - Common Stock (LPLA)
CUSIP: 50212V100
Q2 2023 13F Holders as of 30 Jun 2023
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 80,036,129
- Total 13F shares
- 71,805,347
- Share change
- -2,830,801
- Total reported value
- $15,608,545,237
- Put/Call ratio
- 75%
- Price per share
- $217.43
- Number of holders
- 583
- Value change
- -$579,226,024
- Number of buys
- 263
- Number of sells
- 328
Quarterly Holders Quick Answers
What is CUSIP 50212V100?
CUSIP 50212V100 identifies LPLA - LPL Financial Holdings Inc. - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
- Back to full security ownership history.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 50212V100:
Top shareholders of LPLA - LPL Financial Holdings Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
9.9%
|
7,938,028
|
$1,606,656,867 | — | 31 Mar 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
8.2%
|
6,542,756
|
$1,324,253,802 | — | 31 Mar 2023 | |
| FMR LLC |
13F
|
Company |
5.4%
|
4,283,675
|
$867,015,846 | — | 31 Mar 2023 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
4.1%
|
3,305,996
|
$669,134,397 | — | 31 Mar 2023 | |
| WCM INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
3.1%
|
2,464,045
|
$498,722,708 | — | 31 Mar 2023 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
2.5%
|
2,016,167
|
$408,072,217 | — | 31 Mar 2023 | |
| LONE PINE CAPITAL LLC |
13F
|
Company |
2.3%
|
1,859,641
|
$376,391,338 | — | 31 Mar 2023 | |
| SAMLYN CAPITAL, LLC |
13F
|
Company |
2.2%
|
1,772,888
|
$358,832,530 | — | 31 Mar 2023 | |
| STATE STREET CORP |
13F
|
Company |
2.1%
|
1,708,552
|
$345,810,925 | — | 31 Mar 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.9%
|
1,487,641
|
$301,099,000 | — | 31 Mar 2023 | |
| Clarkston Capital Partners, LLC |
13F
|
Company |
1.9%
|
1,484,455
|
$300,453,692 | — | 31 Mar 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.8%
|
1,456,856
|
$294,546,858 | — | 31 Mar 2023 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
1.7%
|
1,348,443
|
$272,924,864 | — | 31 Mar 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.6%
|
1,245,919
|
$252,174,703 | — | 31 Mar 2023 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
1.3%
|
1,053,398
|
$213,207,755 | — | 31 Mar 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
1.3%
|
1,028,302
|
$208,128,000 | — | 31 Mar 2023 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
1.3%
|
1,019,968
|
$206,441,523 | — | 31 Mar 2023 | |
| Egerton Capital (UK) LLP |
13F
|
Company |
1.3%
|
1,019,727
|
$206,392,745 | — | 31 Mar 2023 | |
| NORGES BANK |
13F
|
Company |
1.3%
|
1,018,727
|
$206,190,345 | — | 31 Mar 2023 | |
| Capital Research Global Investors |
13F
|
Company |
1.3%
|
1,009,106
|
$204,227,174 | — | 31 Mar 2023 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.96%
|
770,018
|
$155,851,000 | — | 31 Mar 2023 | |
| Aberdeen Group plc |
13F
|
Company |
0.96%
|
765,361
|
$154,909,067 | — | 31 Mar 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.95%
|
757,784
|
$153,375,469 | — | 31 Mar 2023 | |
| EMINENCE CAPITAL, LP |
13F
|
Company |
0.9%
|
718,119
|
$145,347,286 | — | 31 Mar 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.88%
|
707,966
|
$143,281,517 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.87%
|
698,418
|
$141,360,269 | — | 31 Mar 2023 | |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.82%
|
653,266
|
$132,221,038 | — | 31 Mar 2023 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.77%
|
617,123
|
$124,905,695 | — | 31 Mar 2023 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
0.74%
|
593,157
|
$120,055,052 | — | 31 Mar 2023 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.66%
|
525,617
|
$106,386,000 | — | 31 Mar 2023 | |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.66%
|
525,127
|
$106,285,869 | — | 31 Mar 2023 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.65%
|
521,963
|
$105,645,311 | — | 31 Mar 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.63%
|
506,907
|
$102,597,976 | — | 31 Mar 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.62%
|
497,136
|
$100,620,326 | — | 31 Mar 2023 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.61%
|
491,423
|
$99,464,015 | — | 31 Mar 2023 | |
| First Pacific Advisors, LP |
13F
|
Company |
0.6%
|
481,785
|
$97,513,284 | — | 31 Mar 2023 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
0.58%
|
463,136
|
$93,738,726 | — | 31 Mar 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.54%
|
429,760
|
$86,983,354 | — | 31 Mar 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.53%
|
424,323
|
$85,883,085 | — | 31 Mar 2023 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.52%
|
413,277
|
$83,632,908 | — | 31 Mar 2023 | |
| Legal & General Group Plc |
13F
|
Company |
0.51%
|
408,957
|
$82,772,957 | — | 31 Mar 2023 | |
| AGF MANAGEMENT LTD |
13F
|
Company |
0.51%
|
405,183
|
$82,009,039 | — | 31 Mar 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.5%
|
401,143
|
$81,191,343 | — | 31 Mar 2023 | |
| Jackson Square Partners, LLC |
13F
|
Company |
0.49%
|
389,820
|
$78,899,568 | — | 31 Mar 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.45%
|
360,029
|
$72,869,870 | — | 31 Mar 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.42%
|
338,263
|
$68,464,438 | — | 31 Mar 2023 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.42%
|
335,820
|
$67,969,976 | — | 31 Mar 2023 | |
| Artemis Investment Management LLP |
13F
|
Company |
0.4%
|
323,375
|
$65,337,706 | — | 31 Mar 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.39%
|
309,093
|
$62,560,424 | — | 31 Mar 2023 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.36%
|
290,340
|
$58,764,815 | — | 31 Mar 2023 |
Institutional Holders of LPL Financial Holdings Inc. - Common Stock (LPLA) as of Q2 2023
As of 30 Jun 2023,
LPL Financial Holdings Inc. - Common Stock (LPLA) was held by
583 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
71,805,347 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., JANUS HENDERSON GROUP PLC, WCM INVESTMENT MANAGEMENT, LLC, FMR LLC, Capital Research Global Investors, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, LONE PINE CAPITAL LLC, SAMLYN CAPITAL, LLC, and STATE STREET CORP.
This page lists
583
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
608
Q2 2023 holders
583
Holder diff
-25
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.