LPL Financial Holdings Inc (LPLA) Ownership

232.41 ↑0.17 (0.07%)
As of January 27, 2023, 3:58pm 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 22 institutional holders of LPLA own 63.30% of the company with a total of 50.4 million shares.

In the latest ownership report on September 30th 2022, the top 22 institutional holders decreased their combined ownership of LPLA by 2 million shares. 9 institutions bought 2,339,399 total additional shares and increased their ownership by an average of 13.89%. However 11 institutions sold 4,290,789 total shares and decreased their ownership by an average of 14.64%.

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 -1,951,390 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc8.946%1.484%7,121,019104,1042022-09-30
HHG PLC7.258%-19.260%5,777,092-1,378,0592022-09-30
BlackRock Inc6.076%7.523%4,836,280338,3602022-09-30
Capital Research Global Investors3.473%39.128%2,764,551777,5002022-09-30
Kayne Anderson Rudnick Investment Management LLC3.399%0.210%2,705,4955,6662022-09-30
Wellington Management Company LLP3.044%-22.237%2,422,695-692,8082022-09-30
WCM Investment Management3.008%56.141%2,394,492860,9432022-09-30
FMR Inc2.722%-5.177%2,166,991-118,3172022-09-30
Lone Pine Capital LLC2.488%-13.489%1,980,362-308,7892022-09-30
Clarkston Capital Partners, LLC2.338%-8.422%1,860,718-171,1152022-09-30
AllianceBernstein L.P.2.117%-8.795%1,685,460-162,5242022-09-30
Amvescap Plc.2.094%-21.712%1,666,926-462,2832022-09-30
State Street Corporation2.052%1.471%1,633,51323,6862022-09-30
Samlyn Capital, LLC2.032%-22.310%1,617,269-464,4292022-09-30
Eagle Asset Management, Inc.1.893%-11.843%1,506,776-202,4192022-09-30
JPMorgan Chase & Co1.884%6.326%1,499,81589,2352022-09-30
Egerton Capital LLP1.526%9.288%1,214,524103,2142022-09-30
Geode Capital Management, LLC1.399%3.408%1,113,47736,6912022-09-30
Nuveen Asset Management, LLC1.397%-7.093%1,112,312-84,9232022-09-30
Artisan Partners Limited Partnership1.183%-20.656%941,580-245,1232022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc8.946%1.484%7,121,019104,1042022-09-30
HHG PLC7.258%-19.260%5,777,092-1,378,0592022-09-30
BlackRock Inc6.076%7.523%4,836,280338,3602022-09-30
Capital Research Global Investors3.473%39.128%2,764,551777,5002022-09-30
Kayne Anderson Rudnick Investment Management LLC3.399%0.210%2,705,4955,6662022-09-30
Wellington Management Company LLP3.044%-22.237%2,422,695-692,8082022-09-30
WCM Investment Management3.008%56.141%2,394,492860,9432022-09-30
FMR Inc2.722%-5.177%2,166,991-118,3172022-09-30
Lone Pine Capital LLC2.488%-13.489%1,980,362-308,7892022-09-30
Clarkston Capital Partners, LLC2.338%-8.422%1,860,718-171,1152022-09-30
AllianceBernstein L.P.2.117%-8.795%1,685,460-162,5242022-09-30
Amvescap Plc.2.094%-21.712%1,666,926-462,2832022-09-30
State Street Corporation2.052%1.471%1,633,51323,6862022-09-30
Samlyn Capital, LLC2.032%-22.310%1,617,269-464,4292022-09-30
Eagle Asset Management, Inc.1.893%-11.843%1,506,776-202,4192022-09-30
JPMorgan Chase & Co1.884%6.326%1,499,81589,2352022-09-30
Southpoint Capital Advisors LP1.539%-12.500%1,225,000-175,0002022-06-30
Egerton Capital LLP1.526%9.288%1,214,524103,2142022-09-30
Allspring Global Investments Holdings, LLC1.432%-20.708%1,140,087-297,7452022-06-30
Geode Capital Management, LLC1.399%3.408%1,113,47736,6912022-09-30
Nuveen Asset Management, LLC1.397%-7.093%1,112,312-84,9232022-09-30
Artisan Partners Limited Partnership1.183%-20.656%941,580-245,1232022-09-30

Mutual Fund Ownership

Janus Henderson Enterprise D is the biggest individual fund holder of LPL Financial Holdings Inc (LPLA), owning a total of 2.9 million shares. Combined, the top 21 mutual fund holders of LPLA own 34.08% of the company with a total of 27.1 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders decreased their combined ownership of LPLA by 0.9 million shares. None of the mutual funds bought any additional shares. However 2 funds sold 900,893 total shares and decreased their ownership by an average of 33.51%.

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 -900,893 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Clarkston Capital SMID Composite1.559%-24.007%1,240,721-391,9472022-12-31
Eagle Mid-Cap Growth - Institutional0.847%-43.004%674,531-508,9462022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Janus Henderson Enterprise D3.639%-23.546%2,896,825-892,1292022-09-30
Janus Inst Mid Cap Growth CF3.639%-23.546%2,896,825-892,1292022-09-30
Vanguard Total Stock Mkt Idx Inv2.868%0.401%2,282,7079,1252022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.844%1.143%2,263,72725,5812022-09-30
Capital Group AMCAP Composite2.187%0.000%1,741,17002022-09-30
VA CollegeAmerica Amcap 529A2.187%0.000%1,741,17002022-09-30
Clarkston Capital SMID Composite1.559%-24.007%1,240,721-391,9472022-12-31
Janus Henderson US SMID Cap Growth1.384%-9.320%1,101,625-113,2292022-09-30
Janus Henderson Triton D1.384%-9.320%1,101,625-113,2292022-09-30
Vanguard Extended Market Index Investor1.377%0.516%1,096,1205,6232022-11-30
American Funds Growth Fund of Amer A1.374%0.000%1,093,8961,093,8962022-09-30
Capital Group Growth Fnd of Amer Comp1.374%0.000%1,093,8961,093,8962022-09-30
Vanguard Small Cap Index1.230%0.121%978,7721,1802022-11-30
Carillon Eagle Mid Cap Growth A1.194%-13.861%950,356-152,9302022-09-30
Vanguard Mid Cap Index Institutional1.114%0.164%886,4891,4522022-11-30
Pru Ret Mid Cap Gr/American Century SP0.905%-8.030%720,385-62,8942022-06-30
Eagle Mid-Cap Growth - Institutional0.847%-43.004%674,531-508,9462022-12-31
Clarkston Partners Founders0.817%-9.722%650,000-70,0002022-09-30
JPMorgan Mid Cap Growth I0.723%-4.708%575,396-28,4302022-11-30
Wellington Global Quality Growth0.716%-27.386%570,215-215,0482022-09-30
Vanguard Small Cap Growth Index Inv0.716%0.519%569,6172,9382022-11-30

Discussions

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Clean_Teoth

$LPLA Fuk the 1% even though i feel like the 1%

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a

$LPLA dont be a POS today

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tighttechniq

$LPLA like if you’re buying Monday!! Let’s Go!!

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