LPL Financial Holdings Inc (LPLA) Ownership

270.79 ↑1.32 (0.49%)
As of May 3, 2024, 4:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of LPL Financial Holdings Inc (LPLA), owning a total of 7.1 million shares. Combined, the top 34 institutional holders of LPLA own 73.70% of the company with a total of 55.5 million shares.

In the latest ownership report on December 31st 2023, the top 34 institutional holders decreased their combined ownership of LPLA by 197 thousand shares. 8 institutions bought 2,368,533 total additional shares and increased their ownership by an average of 79.68%. However 10 institutions sold 2,565,165 total shares and decreased their ownership by an average of 12.97%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of LPL Financial Holdings decreased by a net total of -196,632 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.560%0.683%7,141,04948,4392023-12-31
BlackRock Inc7.981%-6.034%5,961,459-382,8022023-12-31
HHG PLC3.807%-7.637%2,843,632-235,1362023-12-31
FMR Inc3.747%23.153%2,799,190526,2592023-12-31
T. Rowe Price Associates, Inc.3.288%-6.454%2,456,051-169,4582023-12-31
Capital Research Global Investors2.956%-5.394%2,208,188-125,8882023-12-31
Kayne Anderson Rudnick Investment Management LLC2.937%2.239%2,193,82148,0412023-12-31
Lone Pine Capital LLC2.463%0.000%1,840,11402023-12-31
State Street Corporation2.366%1.685%1,767,73729,2862023-12-31
WCM Investment Management2.271%-30.970%1,696,094-760,9332023-12-31
Clarkston Capital Partners, LLC1.812%-9.197%1,353,878-137,1202023-12-31
Geode Capital Management, LLC1.809%1.588%1,351,66621,1332023-12-31
Millennium Management LLC1.606%300.541%1,199,445899,9892023-12-31
Samlyn Capital, LLC1.599%-13.413%1,194,721-185,0682023-12-31
Boston Partners Global Investors, Inc1.374%21.487%1,026,721181,5942023-12-31
Bank of New York Mellon Corp1.268%-13.891%946,859-152,7492023-12-31
JPMorgan Chase & Co1.219%-24.118%910,261-289,3162023-12-31
NORGES BANK1.179%-12.575%880,842-126,6952023-12-31
TD Asset Management Inc1.109%286.047%828,369613,7922023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.560%0.683%7,141,04948,4392023-12-31
BlackRock Inc7.981%-6.034%5,961,459-382,8022023-12-31
HHG PLC3.807%-7.637%2,843,632-235,1362023-12-31
FMR Inc3.747%23.153%2,799,190526,2592023-12-31
T. Rowe Price Associates, Inc.3.288%-6.454%2,456,051-169,4582023-12-31
Capital Research Global Investors2.956%-5.394%2,208,188-125,8882023-12-31
Kayne Anderson Rudnick Investment Management LLC2.937%2.239%2,193,82148,0412023-12-31
Lone Pine Capital LLC2.463%0.000%1,840,11402023-12-31
State Street Corporation2.366%1.685%1,767,73729,2862023-12-31
WCM Investment Management2.271%-30.970%1,696,094-760,9332023-12-31
Amvescap Plc.2.119%-21.712%1,666,926-462,2832022-09-30
Clarkston Capital Partners, LLC1.812%-9.197%1,353,878-137,1202023-12-31
Geode Capital Management, LLC1.809%1.588%1,351,66621,1332023-12-31
Wellington Management Company LLP1.767%-11.535%1,348,443-175,8302023-03-31
Southpoint Capital Advisors LP1.539%-12.500%1,225,000-175,0002022-06-30
Millennium Management LLC1.606%300.541%1,199,445899,9892023-12-31
Samlyn Capital, LLC1.599%-13.413%1,194,721-185,0682023-12-31
Allspring Global Investments Holdings, LLC1.432%-20.708%1,140,087-297,7452022-06-30
Boston Partners Global Investors, Inc1.374%21.487%1,026,721181,5942023-12-31
AllianceBernstein L.P.1.337%-24.337%1,019,968-328,0682023-03-31
Egerton Capital LLP1.337%-16.977%1,019,727-208,5172023-03-31
Goldman Sachs Group Inc1.260%87.848%978,492457,5962022-12-31
Bank of New York Mellon Corp1.268%-13.891%946,859-152,7492023-12-31
Nuveen Asset Management, LLC1.252%-7.948%946,569-81,7332023-06-30
Artisan Partners Limited Partnership1.188%-20.656%941,580-245,1232022-09-30
JPMorgan Chase & Co1.219%-24.118%910,261-289,3162023-12-31
NORGES BANK1.179%-12.575%880,842-126,6952023-12-31
D. E. Shaw & Co LP1.113%-24.551%831,134-270,4452023-09-30
TD Asset Management Inc1.109%286.047%828,369613,7922023-12-31
Eminence Capital LLC1.037%9.205%784,22566,1062023-06-30
abrdn PLC1.046%-4.865%778,764-39,8232023-09-30
ING Investment Management LLC0.984%20.571%744,070126,9472023-06-30
Eagle Asset Management, Inc.0.972%-0.345%734,690-2,5422023-09-30
Dimensional Fund Advisors, Inc.0.964%1.466%729,00410,5312023-09-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of LPL Financial Holdings Inc (LPLA), owning a total of 2.4 million shares. Combined, the top 40 mutual fund holders of LPLA own 47.81% of the company with a total of 36.1 million shares.

In the latest ownership report on March 31st 2024, the top 40 fund holders increased their combined ownership of LPLA by 397 thousand shares. 8 funds bought 971,968 total additional shares and increased their ownership by an average of 50,028.38%. However 6 funds sold 574,589 total shares and decreased their ownership by an average of 6.37%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding LPL Financial Holdings increased by a net total of 397,379 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.144%-0.847%2,348,601-20,0612024-03-31
Vanguard Mid Cap Index Institutional2.166%-4.270%1,617,648-72,1602024-03-31
VA CollegeAmerica Amcap 529A1.544%-28.370%1,153,259-456,7532024-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.495%-0.283%1,116,479-3,1732024-03-31
Vanguard Growth Index Investor0.956%1.597%713,81111,2202024-03-31
T. Rowe Price U.S. Large-Cap Core Tr-B0.917%6.587%685,32642,3532024-03-31
T. Rowe Price US Large-Cap Core0.906%1.288%676,4558,5992024-03-31
T. Rowe Price US Large-Cap Core Eq Comp0.906%1.288%676,4558,5992024-03-31
T. Rowe Price US Large-Cap Core Eq SMA0.906%400,169.000%676,455676,2862024-03-31
MFS Mid Cap Growth Equity0.830%37.022%619,988167,5142024-03-31
MFS Mid Cap Growth A0.830%9.851%619,98855,5972024-03-31
Eagle Mid-Cap Growth - Institutional0.776%0.000%579,80502024-03-31
Vanguard Mid-Cap Growth ETF0.708%-2.521%528,820-13,6742024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.621%0.390%463,8201,8002024-03-31
Carillon Eagle Mid Cap Growth A0.589%-1.955%439,752-8,7682024-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Instl Ttl Stck Mkt Idx Tr3.221%5.872%2,435,333135,0702023-03-31
Vanguard Total Stock Mkt Idx Inv3.144%-0.847%2,348,601-20,0612024-03-31
Sapphire Star Capital Small Cap Growth2.439%1,562,840.000%1,844,2721,844,1542023-06-30
Sapphire Star Capital Mid Cap Growth2.348%178,141.000%1,775,2841,774,2882023-06-30
Vanguard Mid Cap Index Institutional2.166%-4.270%1,617,648-72,1602024-03-31
Capital Group AMCAP Composite2.155%0.000%1,610,01202023-12-31
Janus Inst Mid Cap Growth CF1.754%-10.537%1,310,232-154,3182023-12-31
VA CollegeAmerica Amcap 529A1.544%-28.370%1,153,259-456,7532024-03-31
Clarkston Capital SMID Composite1.525%-9.723%1,139,263-122,7002023-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.495%-0.283%1,116,479-3,1732024-03-31
Fidelity® Magellan®1.452%-25.222%1,112,578-375,2582023-05-31
Janus Henderson Enterprise D1.483%-15.465%1,107,602-202,6302024-02-29
Vanguard Extended Market Index Investor1.421%0.186%1,083,8292,0162023-08-31
Vanguard Small Cap Index1.253%0.604%985,4725,9202023-02-28
JHancock Disciplined Value Mid Cap I1.134%1.723%847,14914,3452024-02-29
Fidelity Advisor Growth Opps M1.089%-1.716%813,400-14,2002024-02-29
Pru Ret Mid Cap Gr/American Century SP0.920%-8.030%720,385-62,8942022-06-30
Vanguard Growth Index Investor0.956%1.597%713,81111,2202024-03-31
T. Rowe Price U.S. Large-Cap Core Tr-B0.917%6.587%685,32642,3532024-03-31
T. Rowe Price US Large-Cap Core0.906%1.288%676,4558,5992024-03-31
T. Rowe Price US Large-Cap Core Eq Comp0.906%1.288%676,4558,5992024-03-31
T. Rowe Price US Large-Cap Core Eq SMA0.906%400,169.000%676,455676,2862024-03-31
MFS Mid Cap Growth Equity0.830%37.022%619,988167,5142024-03-31
MFS Mid Cap Growth A0.830%9.851%619,98855,5972024-03-31
Vanguard Explorer Inv0.803%-2.224%606,818-13,8012023-06-30
Eagle Mid-Cap Growth - Institutional0.776%0.000%579,80502024-03-31
Wellington Global Quality Growth0.720%-27.386%570,215-215,0482022-09-30
Fidelity Advisor® Growth Opps M0.754%10.333%570,20053,4002023-11-30
Vanguard Small Cap Growth Index Inv0.723%1.162%568,7696,5352023-02-28
JPM US Mid Cap Growth-MA0.738%163.932%557,952346,5522023-09-30
Capital Group Growth Fnd of Amer Comp0.712%-0.334%538,710-1,8052023-09-30
American Funds Growth Fund of Amer A0.712%-0.334%538,710-1,8052023-09-30
Vanguard Mid-Cap Growth ETF0.708%-2.521%528,820-13,6742024-03-31
JPMorgan Mid Cap Growth I0.684%-0.375%517,468-1,9452023-11-30
Clarkston Partners Founders0.655%0.000%500,00002023-06-30
Janus Henderson Triton D0.638%0.000%487,07602023-06-30
Janus Henderson US SMID Cap Growth0.637%-2.309%475,829-11,2472023-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.621%0.390%463,8201,8002024-03-31
Carillon Eagle Mid Cap Growth A0.589%-1.955%439,752-8,7682024-03-31
FPA Crescent0.545%-3.113%426,531-13,7052023-03-31

Discussions

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BritneyHuphrey3/2/24 07:50am

$LPLA still waiting to short this. Next Tuesday feels right for some reason

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wsb_pro1/24/24 10:51pm

$LPLA bag holders for life club

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