LPL Financial HoldingsLPLA
13F holders, Q3 2024 (September 30)645holders −31
75new positions
112sold out
13famous investors
$233.39avg. 13F price*
At the end of Q3 2024, 645 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings, down 31 from Q2 2024. 75 opened new positions and 112 sold out. The largest holders were Vanguard Group Inc. ($1.7B), BlackRock, Inc. ($1.1B) and FMR LLC ($772.9M). 13 famous investors held it, including Stephen Mandel (3.8% of Lone Pine Capital's portfolio), Lee Ainslie (2.3% of Maverick Capital's portfolio) and Dan Loeb (1.5% of Third Point's portfolio).
- Company
- LPL Financial Holdings Inc.
- CUSIP
- 50212V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $600.7M |
| Exits | 112 | $816.3M |
All 13F filers, Q2 2024 → Q3 2024: 11,481,156 shares bought and 10,947,147 shares sold, net +534,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 645 holders
| Vanguard Group Inc. | 0.03% | Add +1.3% | 7,279,594 | $1.7B |
| BlackRock, Inc. | 0.02% | — | 4,754,404 | $1.1B |
| FMR LLC | 0.05% | Add +24.4% | 3,322,571 | $772.9M |
| Boston Partners | 0.85% | Add +64.3% | 3,099,904 | $722.8M |
| Kayne Anderson Rudnick Investment Management LLC | 1.34% | Add +0.5% | 2,603,251 | $605.6M |
| Janus Henderson Group PLC | 0.30% | Reduce -0.5% | 2,528,497 | $588.2M |
| Lone Pine Capital | 3.78% | Add +29.4% | 2,180,137 | $507.2M |
| State Street Corp. | 0.02% | Reduce -1.5% | 1,677,093 | $390.1M |
| Samlyn Capital, LLC | 6.19% | Add +37.8% | 1,645,694 | $382.8M |
| WCM Investment Management, LLC | 0.86% | Reduce -0.8% | 1,649,668 | $380.8M |
| Geode Capital Management, LLC | 0.03% | Add +2.6% | 1,436,831 | $333.6M |
| JPMorgan Chase & Co. | 0.02% | Add +27.6% | 1,275,136 | $296.6M |
| Darlington Partners Capital Management, LP | 10.35% | Add +40.4% | 1,099,736 | $255.8M |
| Eminence Capital, LP | 3.81% | Add +61.1% | 1,078,109 | $250.8M |
| First Trust Advisors LP | 0.22% | Add +1007.0% | 991,029 | $230.5M |
| Clarkston Capital Partners, LLC | 4.18% | Reduce -1.6% | 977,030 | $227.3M |
| Norges Bank | 0.03% | Reduce -0.8% | 921,722 | $214.4M |
| TD Asset Management Inc | 0.18% | Add +2.9% | 906,613 | $209.3M |
| Morgan Stanley | 0.01% | Reduce -40.6% | 870,848 | $202.6M |
| Marshall Wace, LLP | 0.26% | New | 863,254 | $200.8M |
| Millennium Management | 0.18% | Add +89.4% | 839,199 | $195.2M |
| Dimensional Fund Advisors LP | 0.05% | Add +2.4% | 800,591 | $186.2M |
| Eagle Asset Management Inc. | 0.94% | Reduce -9.5% | 591,233 | $184.6M |
| SurgoCap Partners LP | 9.69% | Add +42.8% | 780,721 | $181.6M |
| Southpoint Capital Advisors LP | 4.14% | Add +50.0% | 750,000 | $174.5M |
| Westfield Capital Management Co. LP | 0.75% | Add +21.6% | 710,867 | $165.4M |
| Massachusetts Financial Services Co. | 0.05% | Reduce -19.7% | 710,367 | $165.3M |
| Epoch Investment Partners, Inc. | 0.73% | Add +8.3% | 700,034 | $162.8M |
| HMI Capital Management, L.P. | 6.67% | Add +21.6% | 692,543 | $161.1M |
| Azora Capital LP | 8.10% | Add +52.2% | 643,544 | $149.7M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -70.7% | 615,985 | $143.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -6.1% | 615,237 | $143.1M |
| Canada Pension Plan Investment Board | 0.13% | Reduce -21.6% | 607,765 | $141.4M |
| Manufacturers Life Insurance Company, The | 0.12% | Reduce -27.7% | 559,402 | $130.1M |
| Markel Group | 1.09% | Add +8.0% | 520,404 | $121.1M |
| Wells Fargo & Company | 0.03% | Reduce -0.9% | 498,223 | $115.9M |
| Maverick Capital | 2.25% | Add +82.0% | 497,075 | $115.6M |
| Fairview Capital Investment Management, LLC | 6.11% | Reduce -0.2% | 485,946 | $113.0M |
| Third Point | 1.53% | New | 485,000 | $112.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -48.0% | 479,915 | $111.6M |
| Junto Capital Management LP | 2.50% | Reduce -16.0% | 477,586 | $111.1M |
| American Century Companies Inc. | 0.06% | Reduce -0.7% | 474,026 | $110.3M |
| First Pacific Advisors, LP | 1.51% | Reduce -0.1% | 458,362 | $106.6M |
| Man Group plc | 0.31% | Add +81.0% | 448,926 | $104.4M |
| Agf Management Ltd. | 0.53% | Add +3.5% | 447,510 | $104.1M |
| Northern Trust Corp. | 0.02% | Reduce -6.3% | 429,594 | $99.9M |
| Citadel Advisors | 0.10% | Add +17.7% | 419,977 | $97.7M |
| Bank of America Corp. | 0.01% | Reduce -39.1% | 354,700 | $82.5M |
| Point72 Asset Management | 0.29% | Add +144.6% | 350,382 | $81.5M |
| Legal & General Group Plc | 0.02% | Reduce -0.8% | 340,526 | $79.2M |
| Raymond James & Associates | 0.05% | Reduce -15.4% | 333,568 | $77.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.2% | 321,813 | $74.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -3.7% | 316,670 | $73.7M |
| Gilder Gagnon Howe & Co. LLC | 0.78% | Add +20.5% | 281,679 | $65.5M |
| Franklin Resources Inc. | 0.02% | Reduce -17.8% | 259,919 | $64.9M |
| Holocene Advisors, LP | 0.26% | Add +25.6% | 278,783 | $64.9M |
| UBS Group AG | 0.02% | Add +125.2% | 272,655 | $63.4M |
| Macquarie Group Ltd. | 0.06% | Reduce -37.8% | 253,573 | $59.0M |
| Aberdeen Group plc | 0.11% | Reduce -2.2% | 253,368 | $59.0M |
| Ameriprise Financial Inc. | 0.01% | Add +6.2% | 249,329 | $58.0M |
| Qube Research & Technologies Ltd | 0.11% | Add +160.7% | 248,663 | $57.8M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -14.1% | 236,884 | $55.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -22.1% | 231,970 | $54.0M |
| Wellington Management Group LLP | 0.01% | Add +32.8% | 227,157 | $52.8M |
| Coronation Fund Managers Ltd. | 2.81% | Add +68.2% | 217,451 | $50.6M |
| Deutsche Bank AG | 0.02% | Add +20.9% | 213,971 | $49.8M |
| Harris Associates (Oakmark Funds) | 0.08% | New | 212,238 | $49.4M |
| Captrust Financial Advisors | 0.14% | Add +1174.1% | 197,584 | $46.0M |
| D. E. Shaw & Co. | 0.06% | Reduce -60.7% | 195,143 | $45.4M |
| Truist Financial Corp. | 0.07% | Add +4.2% | 178,047 | $41.4M |
| Royal Bank of Canada | 0.01% | Reduce -8.2% | 177,038 | $41.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +2.7% | 175,199 | $40.8M |
| Tybourne Capital Management (hk) Ltd. | 11.26% | New | 172,700 | $40.2M |
| Employees Retirement System of Texas | 0.40% | No change | 168,400 | $39.2M |
| HSBC Holdings PLC | 0.02% | Reduce -2.5% | 157,789 | $36.7M |
| Brown Brothers Harriman & Co. | 0.24% | Add +58.4% | 151,979 | $35.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -60.2% | 151,606 | $35.3M |
| Focus Partners Advisor Solutions, LLC | 0.73% | Add +0.4% | 148,469 | $34.5M |
| Family Wealth Partners, LLC | 17.60% | Add +0.4% | 147,896 | $34.4M |
| California Public Employees Retirement System | 0.02% | Reduce -1.8% | 145,026 | $33.7M |
| Invesco Ltd. | 0.01% | Reduce -77.3% | 128,641 | $29.9M |
| Reinhart Partners, Llc. | 1.12% | Add +65.0% | 126,757 | $29.5M |
| Stifel Financial Corp. | 0.03% | Reduce -15.3% | 122,831 | $28.6M |
| Victory Capital Management Inc. | 0.03% | Reduce -28.2% | 119,955 | $27.9M |
| National Pension Service | 0.03% | Add +4.0% | 117,724 | $27.4M |
| Barclays PLC | 0.01% | Add +114.1% | 115,767 | $26.9M |
| Comerica Bank | 0.10% | Add +10.8% | 113,746 | $26.5M |
| California State Teachers Retirement System | 0.03% | Reduce -1.8% | 109,862 | $25.6M |
| LPL Financial LLC | 0.01% | Add +5.7% | 106,135 | $24.7M |
| Rhumbline Advisers | 0.02% | Add +0.0% | 105,813 | $24.6M |
| Heron Bay Capital Management | 4.70% | Add +7.0% | 96,131 | $22.4M |
| Russell Investments Group, Ltd. | 0.03% | Add +82.6% | 95,237 | $22.1M |
| Jennison Associates LLC | 0.01% | Add +46.0% | 94,850 | $22.1M |
| Intech Investment Management LLC | 0.24% | Add +267.0% | 91,999 | $21.4M |
| Hudson Bay Capital Management LP | 0.17% | New | 88,947 | $20.7M |
| Sei Investments Co. | 0.03% | Add +5.3% | 87,660 | $20.4M |
| Iridian Asset Management LLC | 4.13% | Add +77.7% | 82,834 | $19.3M |
| Aviva PLC | 0.05% | Add +2.2% | 80,867 | $18.8M |
| Interval Partners, LP | 0.52% | New | 78,746 | $18.3M |
| Danske Bank A/S | 0.06% | Reduce -7.9% | 77,506 | $18.0M |
"% of holder's portfolio" is LPLA's weight in each manager's 13F, not the share of LPL Financial Holdings Inc. the manager owns.