LPL Financial Holdings Inc (LPLA) Ownership

264.53 ↓0.01 (0.00%)

As of April 25, 2024, 3:47pm EST.

Institutions
Mutual Funds

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 73.88% 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

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.591%	0.683%	7,141,049	48,439	2023-12-31
BlackRock Inc	8.007%	-6.034%	5,961,459	-382,802	2023-12-31
HHG PLC	3.819%	-7.637%	2,843,632	-235,136	2023-12-31
FMR Inc	3.760%	23.153%	2,799,190	526,259	2023-12-31
T. Rowe Price Associates, Inc.	3.299%	-6.454%	2,456,051	-169,458	2023-12-31
Capital Research Global Investors	2.966%	-5.394%	2,208,188	-125,888	2023-12-31
Kayne Anderson Rudnick Investment Management LLC	2.947%	2.239%	2,193,821	48,041	2023-12-31
Lone Pine Capital LLC	2.472%	0.000%	1,840,114	0	2023-12-31
State Street Corporation	2.374%	1.685%	1,767,737	29,286	2023-12-31
WCM Investment Management	2.278%	-30.970%	1,696,094	-760,933	2023-12-31
Clarkston Capital Partners, LLC	1.818%	-9.197%	1,353,878	-137,120	2023-12-31
Geode Capital Management, LLC	1.816%	1.588%	1,351,666	21,133	2023-12-31
Millennium Management LLC	1.611%	300.541%	1,199,445	899,989	2023-12-31
Samlyn Capital, LLC	1.605%	-13.413%	1,194,721	-185,068	2023-12-31
Boston Partners Global Investors, Inc	1.379%	21.487%	1,026,721	181,594	2023-12-31
Bank of New York Mellon Corp	1.272%	-13.891%	946,859	-152,749	2023-12-31
JPMorgan Chase & Co	1.223%	-24.118%	910,261	-289,316	2023-12-31
NORGES BANK	1.183%	-12.575%	880,842	-126,695	2023-12-31
TD Asset Management Inc	1.113%	286.047%	828,369	613,792	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.591%	0.683%	7,141,049	48,439	2023-12-31
BlackRock Inc	8.007%	-6.034%	5,961,459	-382,802	2023-12-31
HHG PLC	3.819%	-7.637%	2,843,632	-235,136	2023-12-31
FMR Inc	3.760%	23.153%	2,799,190	526,259	2023-12-31
T. Rowe Price Associates, Inc.	3.299%	-6.454%	2,456,051	-169,458	2023-12-31
Capital Research Global Investors	2.966%	-5.394%	2,208,188	-125,888	2023-12-31
Kayne Anderson Rudnick Investment Management LLC	2.947%	2.239%	2,193,821	48,041	2023-12-31
Lone Pine Capital LLC	2.472%	0.000%	1,840,114	0	2023-12-31
State Street Corporation	2.374%	1.685%	1,767,737	29,286	2023-12-31
WCM Investment Management	2.278%	-30.970%	1,696,094	-760,933	2023-12-31
Amvescap Plc.	2.119%	-21.712%	1,666,926	-462,283	2022-09-30
Clarkston Capital Partners, LLC	1.818%	-9.197%	1,353,878	-137,120	2023-12-31
Geode Capital Management, LLC	1.816%	1.588%	1,351,666	21,133	2023-12-31
Wellington Management Company LLP	1.767%	-11.535%	1,348,443	-175,830	2023-03-31
Southpoint Capital Advisors LP	1.539%	-12.500%	1,225,000	-175,000	2022-06-30
Millennium Management LLC	1.611%	300.541%	1,199,445	899,989	2023-12-31
Samlyn Capital, LLC	1.605%	-13.413%	1,194,721	-185,068	2023-12-31
Allspring Global Investments Holdings, LLC	1.432%	-20.708%	1,140,087	-297,745	2022-06-30
Boston Partners Global Investors, Inc	1.379%	21.487%	1,026,721	181,594	2023-12-31
AllianceBernstein L.P.	1.337%	-24.337%	1,019,968	-328,068	2023-03-31
Egerton Capital LLP	1.337%	-16.977%	1,019,727	-208,517	2023-03-31
Goldman Sachs Group Inc	1.260%	87.848%	978,492	457,596	2022-12-31
Bank of New York Mellon Corp	1.272%	-13.891%	946,859	-152,749	2023-12-31
Nuveen Asset Management, LLC	1.252%	-7.948%	946,569	-81,733	2023-06-30
Artisan Partners Limited Partnership	1.188%	-20.656%	941,580	-245,123	2022-09-30
JPMorgan Chase & Co	1.223%	-24.118%	910,261	-289,316	2023-12-31
NORGES BANK	1.183%	-12.575%	880,842	-126,695	2023-12-31
D. E. Shaw & Co LP	1.116%	-24.551%	831,134	-270,445	2023-09-30
TD Asset Management Inc	1.113%	286.047%	828,369	613,792	2023-12-31
Eminence Capital LLC	1.037%	9.205%	784,225	66,106	2023-06-30
abrdn PLC	1.046%	-4.865%	778,764	-39,823	2023-09-30
ING Investment Management LLC	0.984%	20.571%	744,070	126,947	2023-06-30
Eagle Asset Management, Inc.	0.972%	-0.345%	734,690	-2,542	2023-09-30
Dimensional Fund Advisors, Inc.	0.964%	1.466%	729,004	10,531	2023-09-30

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 39 mutual fund holders of LPLA own 47.54% of the company with a total of 35.9 million shares.

In the latest ownership report on March 31st 2024, the top 39 fund holders increased their combined ownership of LPLA by 7 thousand shares. 1 funds bought 1,800 total additional shares and increased their ownership by an average of 0.39%. However 1 funds sold 8,768 total shares and decreased their ownership by an average of 1.95%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding LPL Financial Holdings decreased by a net total of -6,968 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Eagle Mid-Cap Growth - Institutional	0.776%	0.000%	579,805	0	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.621%	0.390%	463,820	1,800	2024-03-31
Carillon Eagle Mid Cap Growth A	0.589%	-1.955%	439,752	-8,768	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.221%	5.872%	2,435,333	135,070	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.171%	-0.217%	2,368,662	-5,148	2024-02-29
Sapphire Star Capital Small Cap Growth	2.439%	1,562,840.000%	1,844,272	1,844,154	2023-06-30
Sapphire Star Capital Mid Cap Growth	2.348%	178,141.000%	1,775,284	1,774,288	2023-06-30
Vanguard Mid Cap Index Institutional	2.262%	-0.266%	1,689,808	-4,514	2024-02-29
Capital Group AMCAP Composite	2.155%	0.000%	1,610,012	0	2023-12-31
VA CollegeAmerica Amcap 529A	2.155%	0.000%	1,610,012	0	2023-12-31
Janus Henderson Enterprise D	1.754%	-10.537%	1,310,232	-154,318	2023-12-31
Janus Inst Mid Cap Growth CF	1.754%	-10.537%	1,310,232	-154,318	2023-12-31
Clarkston Capital SMID Composite	1.525%	-9.723%	1,139,263	-122,700	2023-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.499%	0.392%	1,119,652	4,372	2024-02-29
Fidelity® Magellan®	1.452%	-25.222%	1,112,578	-375,258	2023-05-31
Vanguard Extended Market Index Investor	1.421%	0.186%	1,083,829	2,016	2023-08-31
Vanguard Small Cap Index	1.253%	0.604%	985,472	5,920	2023-02-28
JHancock Disciplined Value Mid Cap I	1.134%	1.723%	847,149	14,345	2024-02-29
Fidelity Advisor Growth Opps M	1.089%	-1.716%	813,400	-14,200	2024-02-29
Pru Ret Mid Cap Gr/American Century SP	0.920%	-8.030%	720,385	-62,894	2022-06-30
Vanguard Growth Index Investor	0.941%	0.788%	702,591	5,492	2024-02-29
T. Rowe Price US Large-Cap Core	0.894%	1.507%	667,856	9,913	2023-12-31
T. Rowe Price US Large-Cap Core Eq Comp	0.894%	1.507%	667,856	9,913	2023-12-31
T. Rowe Price U.S. Large-Cap Core Tr-B	0.861%	8.233%	642,973	48,907	2023-12-31
Vanguard Explorer Inv	0.803%	-2.224%	606,818	-13,801	2023-06-30
Eagle Mid-Cap Growth - Institutional	0.776%	0.000%	579,805	0	2024-03-31
Wellington Global Quality Growth	0.720%	-27.386%	570,215	-215,048	2022-09-30
Fidelity Advisor® Growth Opps M	0.754%	10.333%	570,200	53,400	2023-11-30
Vanguard Small Cap Growth Index Inv	0.723%	1.162%	568,769	6,535	2023-02-28
MFS Mid Cap Growth A	0.756%	24.735%	564,391	111,917	2024-02-29
JPM US Mid Cap Growth-MA	0.738%	163.932%	557,952	346,552	2023-09-30
Vanguard Mid-Cap Growth ETF	0.726%	0.598%	542,494	3,223	2024-02-29
American Funds Growth Fund of Amer A	0.712%	-0.334%	538,710	-1,805	2023-09-30
Capital Group Growth Fnd of Amer Comp	0.712%	-0.334%	538,710	-1,805	2023-09-30
JPMorgan Mid Cap Growth I	0.684%	-0.375%	517,468	-1,945	2023-11-30
Clarkston Partners Founders	0.655%	0.000%	500,000	0	2023-06-30
Janus Henderson Triton D	0.638%	0.000%	487,076	0	2023-06-30
Janus Henderson US SMID Cap Growth	0.637%	-2.309%	475,829	-11,247	2023-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.621%	0.390%	463,820	1,800	2024-03-31
MFS Mid Cap Growth Equity	0.606%	6.160%	452,474	26,255	2023-12-31
Carillon Eagle Mid Cap Growth A	0.589%	-1.955%	439,752	-8,768	2024-03-31
FPA Crescent	0.545%	-3.113%	426,531	-13,705	2023-03-31