LPL Financial HoldingsLPLA
13F holders, Q2 2024 (June 30)676holders +28
90new positions
62sold out
13famous investors
$279.19avg. 13F price*
At the end of Q2 2024, 676 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings, up 28 from Q1 2024. 90 opened new positions and 62 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock Inc. ($1.5B) and FMR LLC ($746.3M). 13 famous investors held it, including Stephen Mandel (3.8% of Lone Pine Capital's portfolio), Lee Ainslie (1.4% of Maverick Capital's portfolio) and Tom Gayner (1.3% 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $334.3M |
| Exits | 62 | $195.5M |
All 13F filers, Q1 2024 → Q2 2024: 5,539,370 shares bought and 6,115,956 shares sold, net −576,586 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 676 holders
| Vanguard Group Inc. | 0.04% | Add +2.0% | 7,187,868 | $2.0B |
| BlackRock Inc. | 0.03% | Reduce -12.7% | 5,302,759 | $1.5B |
| FMR LLC | 0.05% | Reduce -15.6% | 2,671,896 | $746.3M |
| Kayne Anderson Rudnick Investment Management LLC | 1.77% | Add +9.9% | 2,589,793 | $723.3M |
| Janus Henderson Group PLC | 0.38% | Reduce -1.3% | 2,542,185 | $710.0M |
| T. Rowe Price Associates Inc. | 0.07% | Reduce -11.6% | 2,099,916 | $586.5M |
| Boston Partners | 0.65% | Add +6.9% | 1,887,189 | $526.5M |
| State Street Corp. | 0.02% | Reduce -0.4% | 1,702,972 | $475.6M |
| Lone Pine Capital | 3.82% | No change | 1,685,070 | $470.6M |
| WCM Investment Management, LLC | 1.09% | Reduce -2.0% | 1,663,718 | $459.9M |
| Capital Research Global Investors | 0.10% | Reduce -1.3% | 1,577,102 | $440.5M |
| Morgan Stanley | 0.03% | Add +15.0% | 1,467,007 | $409.7M |
| Geode Capital Management, LLC | 0.03% | Add +2.3% | 1,400,357 | $390.5M |
| Samlyn Capital, LLC | 5.74% | Add +8.0% | 1,194,715 | $333.7M |
| JPMorgan Chase & Co. | 0.02% | Add +3.4% | 998,970 | $279.0M |
| Clarkston Capital Partners, LLC | 5.29% | Reduce -25.6% | 992,615 | $277.2M |
| Norges Bank | 0.04% | Add +1.1% | 928,886 | $259.4M |
| Bank of New York Mellon Corp | 0.05% | Reduce -4.9% | 922,990 | $257.8M |
| Massachusetts Financial Services Co. | 0.08% | Add +11.3% | 884,630 | $247.1M |
| TD Asset Management Inc | 0.23% | Reduce -20.2% | 881,175 | $246.1M |
| Darlington Partners Capital Management, LP | 10.75% | Add +9.6% | 783,290 | $218.8M |
| Dimensional Fund Advisors LP | 0.06% | Add +8.3% | 782,006 | $218.4M |
| Canada Pension Plan Investment Board | 0.21% | Reduce -1.1% | 774,901 | $216.4M |
| Manufacturers Life Insurance Company, The | 0.20% | Add +31.1% | 774,175 | $216.2M |
| Eminence Capital, LP | 3.01% | Reduce -9.1% | 669,251 | $186.9M |
| Eagle Asset Management Inc. | 0.99% | Reduce -6.0% | 653,223 | $184.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +20.7% | 655,451 | $183.1M |
| Epoch Investment Partners, Inc. | 0.82% | Reduce -30.3% | 646,340 | $180.5M |
| Voya Investment Management LLC | 0.19% | Reduce -4.0% | 611,249 | $170.5M |
| Westfield Capital Management Co. LP | 0.80% | Add +51.8% | 584,601 | $163.3M |
| Bank of America Corp. | 0.02% | Add +1.7% | 582,022 | $162.6M |
| HMI Capital Management, L.P. | 6.06% | Add +53.4% | 569,643 | $159.1M |
| Junto Capital Management LP | 3.49% | Add +30.0% | 568,834 | $158.9M |
| Invesco Ltd. | 0.03% | Add +36.5% | 567,525 | $158.5M |
| SurgoCap Partners LP | 8.93% | Add +4.8% | 546,841 | $152.7M |
| Wells Fargo & Company | 0.04% | Add +3.5% | 502,943 | $140.5M |
| Southpoint Capital Advisors LP | 3.47% | Add +334.8% | 500,000 | $139.7M |
| D. E. Shaw & Co. | 0.21% | Reduce -47.5% | 496,378 | $138.6M |
| Fairview Capital Investment Management, LLC | 7.65% | Reduce -2.4% | 486,819 | $136.0M |
| Markel Group | 1.32% | Add +6.0% | 481,791 | $134.6M |
| American Century Companies Inc. | 0.08% | Add +52.6% | 477,211 | $133.3M |
| First Pacific Advisors, LP | 1.77% | Reduce -0.2% | 458,938 | $128.2M |
| Northern Trust Corp. | 0.02% | Add +2.6% | 458,564 | $128.1M |
| Millennium Management | 0.11% | Reduce -30.5% | 443,095 | $123.8M |
| Agf Management Ltd. | 0.67% | Add +1.4% | 432,278 | $120.7M |
| Azora Capital LP | 6.76% | Add +1.5% | 422,922 | $118.1M |
| Macquarie Group Ltd. | 0.13% | Add +87.0% | 407,788 | $113.9M |
| Raymond James & Associates | 0.07% | Add +5.4% | 394,091 | $110.1M |
| Alliancebernstein L.P. | 0.04% | Reduce -1.6% | 380,490 | $106.3M |
| Citadel Advisors | 0.10% | Add +11.5% | 356,684 | $99.6M |
| Legal & General Group Plc | 0.03% | Reduce -3.2% | 343,322 | $95.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +0.5% | 328,963 | $91.9M |
| Franklin Resources Inc. | 0.03% | Add +3.9% | 316,040 | $88.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.8% | 311,914 | $87.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -5.8% | 297,723 | $83.2M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -2.8% | 275,856 | $77.0M |
| Maverick Capital | 1.45% | Reduce -17.3% | 273,144 | $76.3M |
| Aberdeen Group plc | 0.14% | Reduce -6.0% | 258,964 | $72.3M |
| Man Group plc | 0.19% | Add +107.8% | 247,977 | $69.3M |
| Ameriprise Financial Inc. | 0.02% | Add +205.8% | 234,828 | $65.6M |
| Primecap Management Co. | 0.05% | No change | 234,400 | $65.5M |
| Gilder Gagnon Howe & Co. LLC | 0.82% | Reduce -0.3% | 233,727 | $65.3M |
| Allspring Global Investments Holdings, LLC | 0.10% | Reduce -20.9% | 227,171 | $63.4M |
| North Peak Capital Management, LLC | 7.37% | Reduce -27.0% | 224,731 | $62.8M |
| Holocene Advisors, LP | 0.26% | New | 221,958 | $62.0M |
| Castle Hook Partners LP | 2.01% | Add +57.8% | 207,774 | $58.0M |
| HM Payson & Co. | 1.05% | Add +6.3% | 207,475 | $57.9M |
| Royal Bank of Canada | 0.01% | Add +12.0% | 192,812 | $53.9M |
| Amundi | 0.02% | Add +109.3% | 183,990 | $51.4M |
| Deutsche Bank AG | 0.02% | Reduce -19.3% | 177,024 | $49.4M |
| Commerce Bank | 0.32% | Reduce -4.0% | 176,271 | $49.2M |
| Trillium Asset Management, LLC | 1.23% | Reduce -5.8% | 174,002 | $48.6M |
| Wellington Management Group LLP | 0.01% | Reduce -4.3% | 171,087 | $47.8M |
| Truist Financial Corp. | 0.07% | Add +4.0% | 170,848 | $47.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -9.1% | 170,627 | $47.7M |
| Employees Retirement System of Texas | 0.52% | Reduce -31.5% | 168,400 | $47.0M |
| Victory Capital Management Inc. | 0.05% | Reduce -5.1% | 167,109 | $46.7M |
| HSBC Holdings PLC | 0.03% | Reduce -45.0% | 161,830 | $45.1M |
| Jacobs Levy Equity Management, Inc. | 0.19% | Reduce -52.9% | 160,464 | $44.8M |
| Focus Partners Advisor Solutions, LLC | 1.08% | New | 147,846 | $41.3M |
| California Public Employees Retirement System | 0.03% | Add +5.4% | 147,743 | $41.3M |
| Family Wealth Partners, LLC | 21.35% | Add +0.2% | 147,288 | $41.1M |
| Stifel Financial Corp. | 0.05% | Add +2.3% | 145,023 | $40.5M |
| Point72 Asset Management | 0.13% | New | 143,229 | $40.0M |
| Jackson Square Partners, LLC | 2.35% | Reduce -29.0% | 137,689 | $38.5M |
| Pinebridge Investments, L.P. | 0.30% | Add +7.8% | 131,783 | $36.8M |
| Viking Global Investors | 0.14% | New | 130,000 | $36.3M |
| Coronation Fund Managers Ltd. | 2.08% | Reduce -56.6% | 129,255 | $36.1M |
| Brandywine Global Investment Management, LLC | 0.27% | Add +17.1% | 128,763 | $36.0M |
| Artemis Investment Management LLP | 0.47% | Add +13.3% | 125,646 | $35.1M |
| Baron Capital (BAMCO) | 0.10% | Add +3.0% | 125,641 | $35.1M |
| UBS Group AG | 0.01% | Add +62.1% | 121,071 | $33.8M |
| BNP Paribas Financial Markets | 0.04% | Add +184.4% | 118,371 | $33.1M |
| National Pension Service | 0.04% | Reduce -1.9% | 113,200 | $31.6M |
| California State Teachers Retirement System | 0.04% | Reduce -8.0% | 111,879 | $31.2M |
| Rhumbline Advisers | 0.03% | Reduce -2.6% | 105,801 | $29.6M |
| Panagora Asset Management Inc. | 0.15% | Reduce -38.5% | 105,434 | $29.4M |
| Comerica Bank | 0.12% | Add +29.9% | 102,696 | $28.7M |
| Waratah Capital Advisors Ltd. | 1.73% | Reduce -36.4% | 102,017 | $28.5M |
| LPL Financial LLC | 0.01% | Add +13.4% | 100,458 | $28.1M |
"% of holder's portfolio" is LPLA's weight in each manager's 13F, not the share of LPL Financial Holdings Inc. the manager owns.