LPL Financial Holdings Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 8.30 M | $2.76 B | 3.97% | 10.38% |
| BLACKROCK, INC. | 11/12/2025 | 4.98 M | $1.66 B | 2.97% | 6.22% |
| BOSTON PARTNERS | 11/13/2025 | 3.67 M | $1.22 B | -0.28% | 4.59% |
| DODGE & COX | 11/13/2025 | 3.33 M | $1.11 B | 23.23% | 4.16% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 3.24 M | $1.08 B | 32.76% | 4.05% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 3.10 M | $1.03 B | 0.64% | 3.87% |
| CAPITAL WORLD INVESTORS | 11/13/2025 | 2.63 M | $874.49 M | 15,960.07% | 3.29% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2025 | 2.48 M | $825.94 M | -2.93% | 3.10% |
| LONE PINE CAPITAL LLC | 11/14/2025 | 2.26 M | $750.45 M | 20.48% | 2.82% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 1.97 M | $655.42 M | 23.36% | 2.46% |
| STATE STREET CORP | 11/14/2025 | 1.83 M | $608.31 M | 5.86% | 2.29% |
| WCM INVESTMENT MANAGEMENT, LLC | 11/04/2025 | 1.74 M | $593.66 M | 0.71% | 2.18% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.54 M | $511.97 M | -10.53% | 1.93% |
| MORGAN STANLEY | 11/14/2025 | 1.48 M | $492.27 M | 7.69% | 1.85% |
| SAMLYN CAPITAL, LLC | 11/14/2025 | 1.35 M | $447.97 M | 10.80% | 1.68% |
| FMR LLC | 11/13/2025 | 1.12 M | $373.25 M | -54.29% | 1.40% |
| JENNISON ASSOCIATES LLC | 10/30/2025 | 1.10 M | $367.61 M | -21.23% | 1.38% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 1.05 M | $350.38 M | 1,103.96% | 1.32% |
| SURGOCAP PARTNERS LP | 11/13/2025 | 994.28 K | $330.79 M | 12.81% | 1.24% |
| JPMORGAN CHASE & CO | 11/26/2025 | 938.76 K | $312.32 M | -19.10% | 1.21% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 878.03 K | $292.11 M | -8.74% | 1.10% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 847.82 K | $282.10 M | -1.87% | 1.06% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 824.27 K | $274.23 M | -5.32% | 1.03% |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 11/14/2025 | 785.74 K | $261.41 M | 0.00% | 0.98% |
| APG ASSET MANAGEMENT N.V. | 11/12/2025 | 767.33 K | $217.26 M | 51.17% | 0.96% |
| TD ASSET MANAGEMENT INC | 11/10/2025 | 691.70 K | $230.12 M | 5.89% | 0.86% |
| THIRD POINT LLC | 11/14/2025 | 594.14 K | $197.67 M | -4.94% | 0.74% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 589.49 K | $196.12 M | -19.16% | 0.74% |
| EMINENCE CAPITAL, LP | 11/14/2025 | 587.62 K | $195.50 M | 6.53% | 0.73% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 11/12/2025 | 575.46 K | $191.45 M | -26.43% | 0.72% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 564.22 K | $187.71 M | -19.56% | 0.71% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 563.61 K | $187.51 M | -6.38% | 0.70% |
| MARKEL GROUP INC. | 10/31/2025 | 553.32 K | $184.08 M | 1.60% | 0.69% |
| INVESCO LTD. | 11/13/2025 | 539.44 K | $179.47 M | -2.20% | 0.67% |
| AGF MANAGEMENT LTD | 11/04/2025 | 537.28 K | $178.75 M | -29.77% | 0.67% |
| NORTHERN TRUST CORP | 11/14/2025 | 532.30 K | $177.09 M | 1.84% | 0.67% |
| CLARKSTON CAPITAL PARTNERS, LLC | 11/13/2025 | 498.63 K | $165.89 M | -16.73% | 0.62% |
| EPOCH INVESTMENT PARTNERS, INC. | 11/13/2025 | 482.70 K | $160.59 M | -16.72% | 0.60% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 452.47 K | $150.53 M | -6.80% | 0.57% |
| FIRST PACIFIC ADVISORS, LP | 11/13/2025 | 443.50 K | $147.55 M | 0.00% | 0.55% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 437.91 K | $145.69 M | -1.62% | 0.55% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 427.63 K | $142.27 M | -28.38% | 0.53% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 405.15 K | $134.79 M | 4.39% | 0.51% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 397.36 K | $132.20 M | -3.71% | 0.50% |
| CITADEL ADVISORS LLC | 11/14/2025 | 384.35 K | $127.87 M | 100.00% | 0.48% |
| RAILWAY PENSION INVESTMENTS LTD | 10/22/2025 | 363.40 K | $120.90 M | 276.58% | 0.45% |
| AZORA CAPITAL LP | 11/14/2025 | 353.36 K | $117.56 M | -25.19% | 0.44% |
| JUNTO CAPITAL MANAGEMENT LP | 11/14/2025 | 351.21 K | $116.84 M | 50.83% | 0.44% |
| UBS GROUP AG | 11/13/2025 | 336.13 K | $111.83 M | 45.45% | 0.42% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 335.37 K | $111.57 M | 2.07% | 0.42% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
LPL Financial Holdings Inc. institutional Ownership - FAQ's
During the previous two years, 1072 institutional investors and hedge funds held shares of LPL Financial Holdings Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 8.3 M
BlackRock, Inc.: 4.98 M
Boston Partners: 3.67 M
DODGE & COX: 3.33 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 3.24 M
JANUS HENDERSON GROUP PLC: 3.1 M
98.07% of LPL Financial Holdings Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 105.77 M shares in the last 24 months. This purchase volume represents approximately $33.29 B in transactions.