LPL Financial HoldingsLPLA
13F holders, Q4 2024 (December 31)725holders +80
103new positions
59sold out
13famous investors
$326.54avg. 13F price*
At the end of Q4 2024, 725 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings, up 80 from Q3 2024. 103 opened new positions and 59 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock, Inc. ($1.6B) and Boston Partners ($1.3B). 13 famous investors held it, including Stephen Mandel (4.7% of Lone Pine Capital's portfolio), Lee Ainslie (3.5% of Maverick Capital's portfolio) and Dan Loeb (2.9% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $828.7M |
| Exits | 59 | $75.3M |
All 13F filers, Q3 2024 → Q4 2024: 7,151,370 shares bought and 8,122,375 shares sold, net −971,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 725 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.8% | 7,218,657 | $2.4B |
| BlackRock, Inc. | 0.03% | Add +0.3% | 4,766,545 | $1.6B |
| Boston Partners | 1.56% | Add +26.0% | 3,905,541 | $1.3B |
| Janus Henderson Group PLC | 0.51% | Add +20.6% | 3,050,529 | $996.0M |
| FMR LLC | 0.06% | Reduce -10.9% | 2,958,723 | $966.1M |
| Kayne Anderson Rudnick Investment Management LLC | 2.00% | Add +2.2% | 2,660,736 | $868.8M |
| Lone Pine Capital | 4.66% | Reduce -11.8% | 1,922,748 | $627.8M |
| State Street Corp. | 0.02% | Reduce -0.4% | 1,670,536 | $545.5M |
| WCM Investment Management, LLC | 1.26% | Reduce -0.5% | 1,641,615 | $536.8M |
| Samlyn Capital, LLC | 8.20% | Reduce -4.4% | 1,573,076 | $513.6M |
| Geode Capital Management, LLC | 0.04% | Add +1.6% | 1,459,942 | $475.9M |
| JPMorgan Chase & Co. | 0.03% | Reduce -6.0% | 1,199,115 | $391.5M |
| Massachusetts Financial Services Co. | 0.12% | Add +57.1% | 1,115,708 | $364.3M |
| Morgan Stanley | 0.02% | Add +18.0% | 1,027,846 | $335.6M |
| Darlington Partners Capital Management, LP | 11.45% | Reduce -14.7% | 938,354 | $306.4M |
| Norges Bank | 0.04% | Add +1.6% | 936,410 | $305.7M |
| Raymond James Financial Inc. | 0.11% | — | 906,501 | $296.0M |
| Millennium Management | 0.26% | Add +7.2% | 899,377 | $293.7M |
| Clarkston Capital Partners, LLC | 5.46% | Reduce -10.7% | 872,283 | $284.8M |
| Dimensional Fund Advisors LP | 0.07% | Add +5.7% | 846,067 | $276.3M |
| TD Asset Management Inc | 0.24% | Reduce -7.2% | 841,219 | $274.7M |
| Epoch Investment Partners, Inc. | 1.15% | Add +3.6% | 725,572 | $236.9M |
| SurgoCap Partners LP | 13.41% | Reduce -9.2% | 709,270 | $231.6M |
| Westfield Capital Management Co. LP | 1.00% | Reduce -0.7% | 705,919 | $230.5M |
| Third Point | 2.91% | Add +35.0% | 655,000 | $213.9M |
| Southpoint Capital Advisors LP | 4.60% | Reduce -20.0% | 600,000 | $195.9M |
| Maverick Capital | 3.46% | Add +18.2% | 587,721 | $191.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -5.5% | 581,645 | $189.9M |
| Eminence Capital, LP | 2.79% | Reduce -48.2% | 558,647 | $182.4M |
| Markel Group | 1.53% | Add +2.3% | 532,404 | $173.8M |
| Wells Fargo & Company | 0.04% | Add +1.3% | 504,588 | $164.8M |
| Marshall Wace, LLP | 0.21% | Reduce -41.6% | 504,176 | $164.6M |
| Northern Trust Corp. | 0.02% | Add +14.3% | 491,145 | $160.4M |
| American Century Companies Inc. | 0.09% | Add +3.3% | 489,580 | $159.9M |
| Fairview Capital Investment Management, LLC | 8.09% | Reduce -1.6% | 478,002 | $156.1M |
| Balyasny Asset Management L.P. | 0.36% | New | 471,488 | $153.9M |
| Dodge & Cox | 0.09% | Add +2922.0% | 470,109 | $153.5M |
| First Pacific Advisors, LP | 2.16% | Reduce -0.0% | 458,289 | $149.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -5.7% | 452,684 | $147.8M |
| Agf Management Ltd. | 0.71% | Reduce -2.8% | 435,056 | $142.1M |
| Artisan Partners Limited Partnership | 0.21% | New | 417,873 | $136.4M |
| Alyeska Investment Group, L.P. | 0.51% | New | 416,613 | $136.0M |
| Azora Capital LP | 6.10% | Reduce -35.3% | 416,185 | $135.9M |
| Junto Capital Management LP | 2.64% | Reduce -15.0% | 405,990 | $132.6M |
| HMI Capital Management, L.P. | 6.58% | Reduce -42.1% | 401,243 | $131.0M |
| Caisse de depot et placement du Quebec | 0.27% | Add +540.2% | 397,596 | $129.8M |
| Ameriprise Financial Inc. | 0.03% | Add +51.7% | 378,261 | $123.5M |
| Canada Pension Plan Investment Board | 0.11% | Reduce -40.7% | 360,578 | $117.7M |
| Bank of America Corp. | 0.01% | Reduce -5.0% | 337,059 | $110.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.3% | 335,749 | $109.6M |
| Envestnet Asset Management Inc. | 0.04% | Add +5.5% | 333,924 | $109.0M |
| Palestra Capital Management LLC | 2.94% | New | 328,286 | $107.2M |
| Legal & General Group Plc | 0.03% | Reduce -9.9% | 306,918 | $100.2M |
| Citadel Advisors | 0.09% | Reduce -28.5% | 300,199 | $98.0M |
| Macquarie Group Ltd. | 0.11% | Add +13.2% | 286,994 | $93.7M |
| Gilder Gagnon Howe & Co. LLC | 0.97% | Reduce -1.9% | 276,341 | $90.2M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -57.3% | 263,268 | $86.0M |
| Egerton Capital (UK) LLP | 0.97% | New | 257,710 | $84.1M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -55.7% | 247,614 | $80.8M |
| Holocene Advisors, LP | 0.25% | Reduce -16.4% | 233,165 | $76.1M |
| Employees Retirement System of Texas | 0.76% | Add +37.5% | 231,500 | $75.6M |
| Aberdeen Group plc | 0.13% | Reduce -14.4% | 216,750 | $71.0M |
| Captrust Financial Advisors | 0.20% | Add +9.3% | 215,870 | $70.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.3% | 208,037 | $67.9M |
| Harris Associates (Oakmark Funds) | 0.11% | Reduce -7.9% | 195,474 | $63.8M |
| Truist Financial Corp. | 0.10% | Add +7.9% | 192,153 | $62.7M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -20.3% | 188,913 | $61.7M |
| Coronation Fund Managers Ltd. | 3.59% | Reduce -14.0% | 187,008 | $61.1M |
| UBS Group AG | 0.01% | Reduce -31.7% | 186,170 | $60.8M |
| Hudson Bay Capital Management LP | 0.44% | Add +109.0% | 185,935 | $60.7M |
| D. E. Shaw & Co. | 0.07% | Reduce -5.4% | 184,558 | $60.3M |
| Deutsche Bank AG | 0.02% | Reduce -18.2% | 175,061 | $57.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -1.2% | 173,024 | $56.5M |
| Brown Brothers Harriman & Co. | 0.39% | Add +13.0% | 171,766 | $56.1M |
| Royal Bank of Canada | 0.01% | Reduce -3.9% | 170,086 | $55.5M |
| Stifel Financial Corp. | 0.06% | Add +34.6% | 165,291 | $54.0M |
| Moore Capital Management, LP | 1.06% | New | 160,607 | $52.4M |
| Franklin Resources Inc. | 0.01% | Reduce -41.4% | 152,319 | $49.7M |
| Wellington Management Group LLP | 0.01% | Reduce -33.7% | 150,670 | $49.2M |
| Amundi | 0.02% | Add +166.1% | 145,443 | $48.5M |
| Point72 Asset Management | 0.13% | Reduce -58.0% | 147,089 | $48.0M |
| California Public Employees Retirement System | 0.03% | Reduce -2.8% | 140,991 | $46.0M |
| Man Group plc | 0.14% | Reduce -69.4% | 137,568 | $44.9M |
| ExodusPoint Capital Management, LP | 0.46% | Add +109.9% | 135,475 | $44.2M |
| Comerica Bank | 0.17% | Add +10.4% | 125,544 | $41.0M |
| National Pension Service | 0.04% | Add +1.7% | 119,724 | $39.1M |
| Baron Capital (BAMCO) | 0.10% | Add +82.9% | 119,704 | $39.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -23.0% | 116,703 | $38.1M |
| Sei Investments Co. | 0.05% | Add +32.0% | 115,732 | $37.8M |
| LPL Financial LLC | 0.02% | Add +8.6% | 115,273 | $37.6M |
| California State Teachers Retirement System | 0.04% | Add +3.1% | 113,287 | $37.0M |
| HSBC Holdings PLC | 0.02% | Reduce -29.4% | 111,345 | $36.4M |
| Jennison Associates LLC | 0.02% | Add +14.1% | 108,256 | $35.3M |
| Family Wealth Partners, LLC | 16.74% | Reduce -27.1% | 107,861 | $35.2M |
| Focus Partners Advisor Solutions, LLC | 0.58% | Reduce -29.6% | 104,529 | $34.1M |
| Rhumbline Advisers | 0.03% | Reduce -4.1% | 101,446 | $33.1M |
| Invesco Ltd. | 0.01% | Reduce -21.7% | 100,727 | $32.9M |
| Solel Partners LP | 5.76% | New | 87,000 | $28.4M |
| Heron Bay Capital Management | 5.84% | Reduce -11.0% | 85,594 | $27.9M |
| Artemis Investment Management LLP | 0.38% | Add +18.5% | 82,736 | $27.0M |
"% of holder's portfolio" is LPLA's weight in each manager's 13F, not the share of LPL Financial Holdings Inc. the manager owns.