LPL Financial Holdings Inc (LPLA) Ownership

232.41 ↑0.17 (0.07%)

As of January 27, 2023, 3:58pm 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 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

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.946%	1.484%	7,121,019	104,104	2022-09-30
HHG PLC	7.258%	-19.260%	5,777,092	-1,378,059	2022-09-30
BlackRock Inc	6.076%	7.523%	4,836,280	338,360	2022-09-30
Capital Research Global Investors	3.473%	39.128%	2,764,551	777,500	2022-09-30
Kayne Anderson Rudnick Investment Management LLC	3.399%	0.210%	2,705,495	5,666	2022-09-30
Wellington Management Company LLP	3.044%	-22.237%	2,422,695	-692,808	2022-09-30
WCM Investment Management	3.008%	56.141%	2,394,492	860,943	2022-09-30
FMR Inc	2.722%	-5.177%	2,166,991	-118,317	2022-09-30
Lone Pine Capital LLC	2.488%	-13.489%	1,980,362	-308,789	2022-09-30
Clarkston Capital Partners, LLC	2.338%	-8.422%	1,860,718	-171,115	2022-09-30
AllianceBernstein L.P.	2.117%	-8.795%	1,685,460	-162,524	2022-09-30
Amvescap Plc.	2.094%	-21.712%	1,666,926	-462,283	2022-09-30
State Street Corporation	2.052%	1.471%	1,633,513	23,686	2022-09-30
Samlyn Capital, LLC	2.032%	-22.310%	1,617,269	-464,429	2022-09-30
Eagle Asset Management, Inc.	1.893%	-11.843%	1,506,776	-202,419	2022-09-30
JPMorgan Chase & Co	1.884%	6.326%	1,499,815	89,235	2022-09-30
Egerton Capital LLP	1.526%	9.288%	1,214,524	103,214	2022-09-30
Geode Capital Management, LLC	1.399%	3.408%	1,113,477	36,691	2022-09-30
Nuveen Asset Management, LLC	1.397%	-7.093%	1,112,312	-84,923	2022-09-30
Artisan Partners Limited Partnership	1.183%	-20.656%	941,580	-245,123	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.946%	1.484%	7,121,019	104,104	2022-09-30
HHG PLC	7.258%	-19.260%	5,777,092	-1,378,059	2022-09-30
BlackRock Inc	6.076%	7.523%	4,836,280	338,360	2022-09-30
Capital Research Global Investors	3.473%	39.128%	2,764,551	777,500	2022-09-30
Kayne Anderson Rudnick Investment Management LLC	3.399%	0.210%	2,705,495	5,666	2022-09-30
Wellington Management Company LLP	3.044%	-22.237%	2,422,695	-692,808	2022-09-30
WCM Investment Management	3.008%	56.141%	2,394,492	860,943	2022-09-30
FMR Inc	2.722%	-5.177%	2,166,991	-118,317	2022-09-30
Lone Pine Capital LLC	2.488%	-13.489%	1,980,362	-308,789	2022-09-30
Clarkston Capital Partners, LLC	2.338%	-8.422%	1,860,718	-171,115	2022-09-30
AllianceBernstein L.P.	2.117%	-8.795%	1,685,460	-162,524	2022-09-30
Amvescap Plc.	2.094%	-21.712%	1,666,926	-462,283	2022-09-30
State Street Corporation	2.052%	1.471%	1,633,513	23,686	2022-09-30
Samlyn Capital, LLC	2.032%	-22.310%	1,617,269	-464,429	2022-09-30
Eagle Asset Management, Inc.	1.893%	-11.843%	1,506,776	-202,419	2022-09-30
JPMorgan Chase & Co	1.884%	6.326%	1,499,815	89,235	2022-09-30
Southpoint Capital Advisors LP	1.539%	-12.500%	1,225,000	-175,000	2022-06-30
Egerton Capital LLP	1.526%	9.288%	1,214,524	103,214	2022-09-30
Allspring Global Investments Holdings, LLC	1.432%	-20.708%	1,140,087	-297,745	2022-06-30
Geode Capital Management, LLC	1.399%	3.408%	1,113,477	36,691	2022-09-30
Nuveen Asset Management, LLC	1.397%	-7.093%	1,112,312	-84,923	2022-09-30
Artisan Partners Limited Partnership	1.183%	-20.656%	941,580	-245,123	2022-09-30

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

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Clarkston Capital SMID Composite	1.559%	-24.007%	1,240,721	-391,947	2022-12-31
Eagle Mid-Cap Growth - Institutional	0.847%	-43.004%	674,531	-508,946	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Janus Henderson Enterprise D	3.639%	-23.546%	2,896,825	-892,129	2022-09-30
Janus Inst Mid Cap Growth CF	3.639%	-23.546%	2,896,825	-892,129	2022-09-30
Vanguard Total Stock Mkt Idx Inv	2.868%	0.401%	2,282,707	9,125	2022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.844%	1.143%	2,263,727	25,581	2022-09-30
Capital Group AMCAP Composite	2.187%	0.000%	1,741,170	0	2022-09-30
VA CollegeAmerica Amcap 529A	2.187%	0.000%	1,741,170	0	2022-09-30
Clarkston Capital SMID Composite	1.559%	-24.007%	1,240,721	-391,947	2022-12-31
Janus Henderson US SMID Cap Growth	1.384%	-9.320%	1,101,625	-113,229	2022-09-30
Janus Henderson Triton D	1.384%	-9.320%	1,101,625	-113,229	2022-09-30
Vanguard Extended Market Index Investor	1.377%	0.516%	1,096,120	5,623	2022-11-30
American Funds Growth Fund of Amer A	1.374%	0.000%	1,093,896	1,093,896	2022-09-30
Capital Group Growth Fnd of Amer Comp	1.374%	0.000%	1,093,896	1,093,896	2022-09-30
Vanguard Small Cap Index	1.230%	0.121%	978,772	1,180	2022-11-30
Carillon Eagle Mid Cap Growth A	1.194%	-13.861%	950,356	-152,930	2022-09-30
Vanguard Mid Cap Index Institutional	1.114%	0.164%	886,489	1,452	2022-11-30
Pru Ret Mid Cap Gr/American Century SP	0.905%	-8.030%	720,385	-62,894	2022-06-30
Eagle Mid-Cap Growth - Institutional	0.847%	-43.004%	674,531	-508,946	2022-12-31
Clarkston Partners Founders	0.817%	-9.722%	650,000	-70,000	2022-09-30
JPMorgan Mid Cap Growth I	0.723%	-4.708%	575,396	-28,430	2022-11-30
Wellington Global Quality Growth	0.716%	-27.386%	570,215	-215,048	2022-09-30
Vanguard Small Cap Growth Index Inv	0.716%	0.519%	569,617	2,938	2022-11-30