LPL Financial HoldingsLPLA
13F holders, Q1 2024 (March 31)648holders
10famous investors
$264.14avg. 13F price*
At the end of Q1 2024, 648 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock Inc. ($1.6B) and FMR LLC ($836.3M). 10 famous investors held it, including Stephen Mandel (3.5% of Lone Pine Capital's portfolio), Lee Ainslie (1.7% of Maverick Capital's portfolio) and Tom Gayner (1.2% of Markel Group's portfolio).
- Company
- LPL Financial Holdings Inc.
- CUSIP
- 50212V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $228.2M |
| Exits | 64 | $136.1M |
Ownership 648 holders
| Vanguard Group Inc. | 0.04% | Reduce -1.3% | 7,046,946 | $1.9B |
| BlackRock Inc. | 0.04% | Add +1.9% | 6,077,311 | $1.6B |
| FMR LLC | 0.06% | Add +13.1% | 3,165,283 | $836.3M |
| Janus Henderson Group PLC | 0.37% | Reduce -9.4% | 2,575,715 | $680.5M |
| T. Rowe Price Associates Inc. | 0.08% | Reduce -3.3% | 2,374,801 | $627.4M |
| Kayne Anderson Rudnick Investment Management LLC | 1.44% | Add +7.4% | 2,356,551 | $622.6M |
| Boston Partners | 0.56% | Add +71.9% | 1,765,230 | $466.4M |
| State Street Corp. | 0.02% | Reduce -3.3% | 1,709,997 | $451.8M |
| WCM Investment Management, LLC | 1.07% | Add +0.1% | 1,697,064 | $448.4M |
| Lone Pine Capital | 3.51% | Reduce -8.4% | 1,685,070 | $445.2M |
| Capital Research Global Investors | 0.10% | Reduce -27.7% | 1,597,136 | $422.0M |
| Geode Capital Management, LLC | 0.03% | Add +1.3% | 1,368,673 | $361.1M |
| Clarkston Capital Partners, LLC | 6.21% | Reduce -1.5% | 1,333,373 | $352.3M |
| Morgan Stanley | 0.03% | Add +142.9% | 1,275,896 | $337.1M |
| Samlyn Capital, LLC | 5.08% | Reduce -7.4% | 1,106,080 | $292.2M |
| TD Asset Management Inc | 0.27% | Add +33.2% | 1,103,655 | $291.6M |
| Bank of New York Mellon Corp | 0.05% | Add +2.5% | 970,749 | $256.5M |
| JPMorgan Chase & Co. | 0.02% | Add +6.2% | 966,499 | $255.3M |
| D. E. Shaw & Co. | 0.35% | Reduce -5.3% | 946,039 | $249.9M |
| Epoch Investment Partners, Inc. | 1.09% | Add +19.8% | 927,369 | $245.0M |
| Norges Bank | 0.04% | Add +4.3% | 919,122 | $242.8M |
| Massachusetts Financial Services Co. | 0.06% | Add +36.2% | 794,610 | $209.9M |
| Canada Pension Plan Investment Board | 0.22% | Add +12.7% | 783,777 | $207.1M |
| Eminence Capital, LP | 3.57% | Reduce -8.0% | 735,866 | $194.4M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.6% | 722,187 | $190.8M |
| Darlington Partners Capital Management, LP | 10.84% | No change | 715,014 | $188.9M |
| Eagle Asset Management Inc. | 0.94% | Reduce -3.4% | 694,822 | $185.1M |
| Millennium Management | 0.15% | Reduce -46.8% | 637,797 | $168.5M |
| Voya Investment Management LLC | 0.19% | Reduce -15.0% | 636,536 | $167.9M |
| Manufacturers Life Insurance Company, The | 0.15% | Add +492.2% | 590,420 | $156.0M |
| Bank of America Corp. | 0.01% | Add +4.8% | 572,130 | $151.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +1.2% | 543,035 | $143.5M |
| SurgoCap Partners LP | 7.40% | Reduce -9.5% | 521,931 | $137.9M |
| Fairview Capital Investment Management, LLC | 7.43% | Reduce -0.7% | 498,919 | $131.8M |
| Wells Fargo & Company | 0.03% | Add +2.0% | 486,155 | $128.4M |
| First Pacific Advisors, LP | 1.74% | Reduce -0.1% | 459,822 | $121.5M |
| Markel Group | 1.18% | Add +6.5% | 454,291 | $120.0M |
| ArrowMark Colorado Holdings LLC | 1.34% | Reduce -4.8% | 452,938 | $119.7M |
| Northern Trust Corp. | 0.02% | Reduce -4.1% | 446,876 | $118.1M |
| Junto Capital Management LP | 2.56% | Reduce -14.9% | 437,674 | $115.6M |
| Agf Management Ltd. | 0.63% | Add +13.9% | 426,511 | $112.7M |
| Azora Capital LP | 8.00% | Add +27.5% | 416,556 | $110.1M |
| Invesco Ltd. | 0.02% | Add +31.6% | 415,932 | $109.9M |
| Alliancebernstein L.P. | 0.04% | Reduce -4.4% | 386,530 | $102.1M |
| Westfield Capital Management Co. LP | 0.53% | Reduce -10.2% | 385,227 | $101.8M |
| Raymond James & Associates | 0.07% | Add +2.2% | 373,968 | $98.8M |
| HMI Capital Management, L.P. | 3.61% | New | 371,343 | $98.1M |
| Legal & General Group Plc | 0.03% | Reduce -1.6% | 354,574 | $93.7M |
| Jacobs Levy Equity Management, Inc. | 0.40% | Reduce -29.0% | 340,522 | $90.0M |
| Maverick Capital | 1.69% | Reduce -31.9% | 330,432 | $87.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +6.7% | 327,352 | $86.5M |
| Citadel Advisors | 0.08% | Add +13.6% | 319,952 | $84.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -0.4% | 315,960 | $83.5M |
| American Century Companies Inc. | 0.05% | Add +0.6% | 312,625 | $82.6M |
| North Peak Capital Management, LLC | 9.04% | Add +36.4% | 307,879 | $81.3M |
| Franklin Resources Inc. | 0.03% | Add +13.0% | 304,047 | $80.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.4% | 300,525 | $79.4M |
| Coronation Fund Managers Ltd. | 2.14% | Add +159.5% | 298,178 | $78.8M |
| HSBC Holdings PLC | 0.06% | Reduce -5.7% | 294,326 | $77.8M |
| Allspring Global Investments Holdings, LLC | 0.12% | Reduce -10.6% | 287,071 | $75.8M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -59.4% | 283,813 | $75.0M |
| Aberdeen Group plc | 0.14% | Reduce -0.5% | 275,441 | $72.8M |
| Qube Research & Technologies Ltd | 0.12% | Add +38.0% | 256,531 | $67.8M |
| Employees Retirement System of Texas | 0.71% | No change | 246,000 | $65.0M |
| Primecap Management Co. | 0.05% | Add +56.3% | 234,400 | $61.9M |
| Gilder Gagnon Howe & Co. LLC | 0.77% | Reduce -0.1% | 234,326 | $61.9M |
| Deutsche Bank AG | 0.03% | Reduce -19.8% | 219,468 | $58.0M |
| Macquarie Group Ltd. | 0.07% | Add +817.8% | 218,115 | $57.6M |
| HM Payson & Co. | 0.96% | Add +105.1% | 195,128 | $51.6M |
| Jackson Square Partners, LLC | 2.13% | Add +21.5% | 193,966 | $51.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -9.1% | 187,783 | $49.6M |
| Trillium Asset Management, LLC | 1.24% | Reduce -2.6% | 184,672 | $48.8M |
| Commerce Bank | 0.32% | Reduce -0.1% | 183,513 | $48.5M |
| Wellington Management Group LLP | 0.01% | Reduce -14.5% | 178,747 | $47.2M |
| Victory Capital Management Inc. | 0.05% | Reduce -20.3% | 176,024 | $46.5M |
| Bank of Montreal | 0.01% | Add +106.8% | 170,165 | $45.7M |
| Royal Bank of Canada | 0.01% | Reduce -32.9% | 172,093 | $45.5M |
| Panagora Asset Management Inc. | 0.24% | Add +0.0% | 171,526 | $45.3M |
| Truist Financial Corp. | 0.07% | Add +26.3% | 164,202 | $43.4M |
| Waratah Capital Advisors Ltd. | 2.17% | Add +6.7% | 160,391 | $42.4M |
| Family Wealth Partners, LLC | 22.00% | Add +108.4% | 146,940 | $38.8M |
| Stifel Financial Corp. | 0.04% | Add +44.7% | 141,740 | $37.4M |
| California Public Employees Retirement System | 0.03% | Reduce -3.3% | 140,118 | $37.0M |
| Castle Hook Partners LP | 1.26% | New | 131,637 | $34.8M |
| Pinebridge Investments, L.P. | 0.26% | Add +0.6% | 122,284 | $32.3M |
| Baron Capital (BAMCO) | 0.09% | Add +7.2% | 122,038 | $32.2M |
| National Bank of Canada | 0.06% | Add +421.8% | 119,772 | $32.2M |
| California State Teachers Retirement System | 0.04% | Add +0.8% | 121,566 | $32.1M |
| Man Group plc | 0.09% | Add +29.6% | 119,339 | $31.5M |
| National Pension Service | 0.04% | Add +1.1% | 115,400 | $30.5M |
| Southpoint Capital Advisors LP | 0.60% | Reduce -39.5% | 115,000 | $30.4M |
| Credit Suisse AG/ | 0.03% | Reduce -11.8% | 114,521 | $30.3M |
| Sei Investments Co. | 0.04% | Add +23.4% | 113,254 | $29.9M |
| Artemis Investment Management LLP | 0.38% | Add +0.3% | 110,904 | $29.3M |
| Brandywine Global Investment Management, LLC | 0.21% | Add +57.0% | 109,929 | $29.0M |
| Rhumbline Advisers | 0.03% | Reduce -1.8% | 108,639 | $28.7M |
| Cibc World Markets Corp. | 0.17% | Add +4579.9% | 98,653 | $26.1M |
| Renaissance Technologies | 0.04% | Reduce -48.8% | 94,100 | $24.9M |
| Heron Bay Capital Management | 5.04% | Reduce -4.6% | 89,929 | $23.8M |
| LPL Financial LLC | 0.01% | Add +10.7% | 88,576 | $23.4M |
"% of holder's portfolio" is LPLA's weight in each manager's 13F, not the share of LPL Financial Holdings Inc. the manager owns.