LPL Financial Holdings Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 02/11/2025 | 7.22 M | $2.36 B | -0.84% | 9.65% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 4.77 M | $1.56 B | 0.26% | 6.37% |
| BOSTON PARTNERS | 02/11/2025 | 3.91 M | $1.28 B | 25.99% | 5.22% |
| JANUS HENDERSON GROUP PLC | 02/14/2025 | 3.05 M | $996.03 M | 20.65% | 4.08% |
| FMR LLC | 02/13/2025 | 2.96 M | $966.05 M | -10.95% | 3.96% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/21/2025 | 2.66 M | $868.76 M | 2.21% | 3.56% |
| LONE PINE CAPITAL LLC | 02/14/2025 | 1.92 M | $627.80 M | -11.81% | 2.57% |
| WCM INVESTMENT MANAGEMENT, LLC | 02/11/2025 | 1.64 M | $536.78 M | -0.49% | 2.20% |
| SAMLYN CAPITAL, LLC | 02/14/2025 | 1.57 M | $513.63 M | -4.41% | 2.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 1.46 M | $475.95 M | 1.61% | 1.95% |
| JPMORGAN CHASE & CO | 02/12/2025 | 1.20 M | $391.52 M | -5.96% | 1.60% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 02/12/2025 | 1.12 M | $364.29 M | 57.06% | 1.49% |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 02/14/2025 | 938,354 | $306.38 M | -14.67% | 1.25% |
| NORGES BANK | 02/12/2025 | 936,410 | $305.75 M | 100.00% | 1.25% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 906,501 | $295.98 M | 100.00% | 1.21% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 899,377 | $293.66 M | 7.17% | 1.20% |
| CLARKSTON CAPITAL PARTNERS, LLC | 02/13/2025 | 872,283 | $284.81 M | -10.72% | 1.17% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 846,067 | $276.26 M | 5.68% | 1.13% |
| TD ASSET MANAGEMENT INC | 02/11/2025 | 841,219 | $274.67 M | -7.21% | 1.12% |
| EPOCH INVESTMENT PARTNERS, INC. | 02/13/2025 | 725,572 | $236.91 M | 3.65% | 0.97% |
| SURGOCAP PARTNERS LP | 02/14/2025 | 709,270 | $231.58 M | -9.15% | 0.95% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 02/11/2025 | 705,919 | $230.49 M | -0.70% | 0.94% |
| THIRD POINT LLC | 02/14/2025 | 655,000 | $213.86 M | 35.05% | 0.88% |
| SOUTHPOINT CAPITAL ADVISORS LP | 02/14/2025 | 600,000 | $195.91 M | -20.00% | 0.80% |
| MAVERICK CAPITAL LTD | 02/14/2025 | 587,721 | $191.90 M | 18.24% | 0.79% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 581,645 | $189.91 M | -5.46% | 0.78% |
| EMINENCE CAPITAL, LP | 02/14/2025 | 558,647 | $182.40 M | -48.18% | 0.75% |
| MARKEL GROUP INC. | 02/07/2025 | 532,404 | $173.84 M | 2.31% | 0.71% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 504,588 | $164.75 M | 1.28% | 0.67% |
| MARSHALL WACE, LLP | 02/13/2025 | 504,176 | $164.62 M | -41.60% | 0.67% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 489,580 | $159.85 M | 3.28% | 0.65% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 478,002 | $156.07 M | -1.63% | 0.64% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 471,488 | $153.95 M | 100.00% | 0.63% |
| DODGE & COX | 02/13/2025 | 470,109 | $153.50 M | 2,922.04% | 0.63% |
| FIRST PACIFIC ADVISORS, LP | 02/07/2025 | 458,289 | $149.64 M | -0.02% | 0.61% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 452,684 | $147.81 M | -5.67% | 0.61% |
| AGF MANAGEMENT LTD | 02/07/2025 | 435,056 | $142.05 M | -2.78% | 0.58% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 02/12/2025 | 417,873 | $136.44 M | 100.00% | 0.56% |
| ALYESKA INVESTMENT GROUP, L.P. | 02/14/2025 | 416,613 | $136.03 M | 100.00% | 0.56% |
| AZORA CAPITAL LP | 02/14/2025 | 416,185 | $135.89 M | -35.33% | 0.56% |
| JUNTO CAPITAL MANAGEMENT LP | 02/14/2025 | 405,990 | $132.56 M | -14.99% | 0.54% |
| HMI CAPITAL MANAGEMENT, L.P. | 02/14/2025 | 401,243 | $131.01 M | -42.06% | 0.54% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 02/14/2025 | 397,596 | $129.82 M | 540.21% | 0.53% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 378,261 | $123.51 M | 51.71% | 0.51% |
| CANADA PENSION PLAN INVESTMENT BOARD | 02/13/2025 | 360,578 | $117.73 M | -40.67% | 0.48% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 335,749 | $109.63 M | 4.33% | 0.45% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 333,924 | $109.03 M | 5.45% | 0.45% |
| PALESTRA CAPITAL MANAGEMENT LLC | 02/14/2025 | 328,286 | $107.19 M | 100.00% | 0.44% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 306,918 | $100.21 M | -30.69% | 0.41% |
| MACQUARIE GROUP LTD | 02/14/2025 | 286,994 | $93.71 M | 13.18% | 0.38% |
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LPL Financial Holdings Inc. institutional Ownership - FAQ's
During the previous two years, 909 institutional investors and hedge funds held shares of LPL Financial Holdings Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 7.22 M
BlackRock Funding, Inc. /DE: 4.77 M
Boston Partners: 3.91 M
JANUS HENDERSON GROUP PLC: 3.05 M
FMR LLC: 2.96 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 2.66 M
95.20% of LPL Financial Holdings Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 94.94 M shares in the last 24 months. This purchase volume represents approximately $31.95 B in transactions.