LPL Financial Holdings Inc (LPLA) Ownership

326.85 ↑3.61 (1.12%)

As of December 31, 1969, 7:00pm 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 7.2 million shares. Combined, the top 38 institutional holders of LPLA own 80.83% of the company with a total of 60.9 million shares.

In the latest ownership report on September 30th 2024, the top 38 institutional holders increased their combined ownership of LPLA by 10 thousand shares. 1 institutions bought 25,438 total additional shares and increased their ownership by an average of 2.89%. However 1 institutions sold 15,585 total shares and decreased their ownership by an average of 1.57%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of LPL Financial Holdings increased by a net total of 9,853 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Clarkston Capital Partners, LLC	1.305%	-1.570%	977,030	-15,585	2024-09-30
TD Asset Management Inc	1.211%	2.887%	906,613	25,438	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.599%	2.000%	7,187,868	140,922	2024-06-30
BlackRock Inc	7.082%	-12.745%	5,302,759	-774,552	2024-06-30
Morgan Stanley - Brokerage Accounts	3.918%	14.979%	2,934,014	382,222	2024-06-30
FMR Inc	3.568%	-15.588%	2,671,896	-493,387	2024-06-30
Kayne Anderson Rudnick Investment Management LLC	3.459%	9.898%	2,589,793	233,242	2024-06-30
HHG PLC	3.395%	-1.302%	2,542,185	-33,530	2024-06-30
T. Rowe Price Associates, Inc.	2.804%	-11.575%	2,099,916	-274,885	2024-06-30
Boston Partners Global Investors, Inc	2.520%	6.909%	1,887,189	121,959	2024-06-30
State Street Corporation	2.287%	-3.266%	1,709,997	-57,740	2024-03-31
State Street Corp	2.274%	-0.411%	1,702,972	-7,025	2024-06-30
Lone Pine Capital LLC	2.250%	0.000%	1,685,070	0	2024-06-30
Amvescap Plc.	2.119%	-21.712%	1,666,926	-462,283	2022-09-30
WCM Investment Management	2.222%	-1.965%	1,663,718	-33,346	2024-06-30
Capital Research Global Investors	2.106%	-1.254%	1,577,102	-20,034	2024-06-30
Geode Capital Management, LLC	1.870%	2.315%	1,400,357	31,684	2024-06-30
Wellington Management Company LLP	1.767%	-11.535%	1,348,443	-175,830	2023-03-31
Southpoint Capital Advisors LP	1.539%	-12.500%	1,225,000	-175,000	2022-06-30
Millennium Management LLC	1.606%	300.541%	1,199,445	899,989	2023-12-31
Samlyn Capital, LLC	1.596%	8.013%	1,194,715	88,635	2024-06-30
Allspring Global Investments Holdings, LLC	1.432%	-20.708%	1,140,087	-297,745	2022-06-30
AllianceBernstein L.P.	1.337%	-24.337%	1,019,968	-328,068	2023-03-31
Egerton Capital LLP	1.337%	-16.977%	1,019,727	-208,517	2023-03-31
JPMorgan Chase & Co	1.331%	3.138%	996,823	30,324	2024-06-30
Goldman Sachs Group Inc	1.260%	87.848%	978,492	457,596	2022-12-31
Clarkston Capital Partners, LLC	1.305%	-1.570%	977,030	-15,585	2024-09-30
Nuveen Asset Management, LLC	1.252%	-7.948%	946,569	-81,733	2023-06-30
D. E. Shaw & Co LP	1.265%	13.825%	946,039	114,905	2024-03-31
Artisan Partners Limited Partnership	1.188%	-20.656%	941,580	-245,123	2022-09-30
NORGES BANK	1.241%	5.454%	928,886	48,044	2024-06-30
TD Global Investment Solutions – TD Epoch	1.240%	19.769%	927,369	153,072	2024-03-31
Bank of New York Mellon Corp	1.233%	-4.920%	922,990	-47,759	2024-06-30
TD Asset Management Inc	1.211%	2.887%	906,613	25,438	2024-09-30
Massachusetts Financial Services Company	1.181%	11.329%	884,630	90,020	2024-06-30
Eminence Capital LLC	1.071%	14.480%	799,757	101,159	2023-12-31
abrdn PLC	1.046%	-4.865%	778,764	-39,823	2023-09-30
ING Investment Management LLC	0.984%	20.571%	744,070	126,947	2023-06-30
Eagle Asset Management, Inc.	0.972%	-0.345%	734,690	-2,542	2023-09-30
Dimensional Fund Advisors, Inc.	0.964%	1.466%	729,004	10,531	2023-09-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of LPL Financial Holdings Inc (LPLA), owning a total of 2.4 million shares. Combined, the top 47 mutual fund holders of LPLA own 50.66% of the company with a total of 38.2 million shares.

In the latest ownership report on October 31st 2024, the top 47 fund holders increased their combined ownership of LPLA by 14 thousand shares. 1 funds bought 310 total additional shares and increased their ownership by an average of 0.08%. However 1 funds sold 14,800 total shares and decreased their ownership by an average of 3.12%.

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 -14,490 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
State St Russell Sm/Mid Cp® Indx NL Cl C	0.614%	-3.118%	459,820	-14,800	2024-10-31
iShares Russell Mid-Cap Growth ETF	0.544%	0.076%	406,957	310	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.221%	5.872%	2,435,333	135,070	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.159%	0.074%	2,365,694	1,749	2024-09-30
Sapphire Star Capital Small Cap Growth	2.439%	1,562,840.000%	1,844,272	1,844,154	2023-06-30
Sapphire Star Capital Mid Cap Growth	2.348%	178,141.000%	1,775,284	1,774,288	2023-06-30
Vanguard Mid Cap Index Institutional	2.115%	-0.961%	1,583,319	-15,365	2024-09-30
JHancock Disciplined Value Mid Cap I	1.520%	0.000%	1,137,873	0	2024-09-30
Capital Group AMCAP Composite	1.514%	-1.831%	1,132,149	-21,110	2024-06-30
VA CollegeAmerica Amcap 529A	1.514%	-1.831%	1,132,149	-21,110	2024-06-30
Vanguard Institutional Extnd Mkt Idx Tr	1.491%	-2.232%	1,116,651	-25,495	2024-09-30
Fidelity® Magellan®	1.452%	-25.222%	1,112,578	-375,258	2023-05-31
Janus Inst Mid Cap Growth CF	1.479%	0.000%	1,107,602	0	2024-09-30
Janus Henderson Enterprise D	1.479%	0.000%	1,107,602	0	2024-08-31
Vanguard Extended Market Index Investor	1.421%	0.186%	1,083,829	2,016	2023-08-31
Vanguard Small Cap Index	1.253%	0.604%	985,472	5,920	2023-02-28
Vanguard Growth Index Investor	1.266%	12.423%	947,771	104,727	2024-09-30
First Trust Capital Strength ETF	1.069%	0.000%	799,543	0	2024-09-30
Clarkston Capital SMID Composite	0.969%	-1.399%	725,180	-10,290	2024-09-30
Pru Ret Mid Cap Gr/American Century SP	0.920%	-8.030%	720,385	-62,894	2022-06-30
Fidelity Advisor Growth Opps M	0.840%	45.543%	628,600	196,700	2024-09-30
T. Rowe Price U.S. Large-Cap Core Tr-B	0.836%	-8.764%	625,267	-60,059	2024-06-30
Vanguard Explorer Inv	0.803%	-2.224%	606,818	-13,801	2023-06-30
T. Rowe Price US Large-Cap Core Eq SMA	0.807%	-10.849%	603,064	-73,391	2024-06-30
T. Rowe Price US Large-Cap Core Eq Comp	0.807%	-10.849%	603,064	-73,391	2024-06-30
T. Rowe Price US Large-Cap Core	0.804%	-0.282%	601,364	-1,700	2024-08-31
JHancock Disciplined Value I	0.792%	0.000%	592,656	0	2024-09-30
Wellington Global Quality Growth	0.720%	-27.386%	570,215	-215,048	2022-09-30
Fidelity Advisor® Growth Opps M	0.754%	10.333%	570,200	53,400	2023-11-30
Vanguard Small Cap Growth Index Inv	0.723%	1.162%	568,769	6,535	2023-02-28
JPM US Mid Cap Growth-MA	0.738%	163.932%	557,952	346,552	2023-09-30
American Funds Growth Fund of Amer A	0.712%	-0.334%	538,710	-1,805	2023-09-30
Capital Group Growth Fnd of Amer Comp	0.712%	-0.334%	538,710	-1,805	2023-09-30
Vanguard Mid-Cap Growth ETF	0.703%	-1.940%	526,499	-10,417	2024-09-30
MFS Mid Cap Growth Equity	0.701%	-20.574%	525,110	-136,023	2024-09-30
MFS Mid Cap Growth A	0.701%	0.000%	525,110	0	2024-09-30
JPMorgan Mid Cap Growth I	0.684%	-0.375%	517,468	-1,945	2023-11-30
Clarkston Partners Founders	0.655%	0.000%	500,000	0	2023-06-30
Eagle Mid-Cap Growth - Institutional	0.662%	-8.711%	495,799	-47,307	2024-09-30
Janus Henderson Triton D	0.638%	0.000%	487,076	0	2023-06-30
Manulife Dividend Income F	0.645%	34.929%	481,885	124,745	2024-04-30
Janus Henderson US SMID Cap Growth	0.637%	-2.309%	475,829	-11,247	2023-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.614%	-3.118%	459,820	-14,800	2024-10-31
Carillon Eagle Mid Cap Growth A	0.589%	-1.955%	439,752	-8,768	2024-03-31
Fidelity Extended Market Index	0.581%	-3.007%	434,756	-13,477	2024-09-30
FPA Contrarian Value	0.546%	0.000%	408,466	0	2024-06-30
FPA Crescent	0.546%	0.000%	408,466	0	2024-09-30
iShares Russell Mid-Cap Growth ETF	0.544%	0.076%	406,957	310	2024-10-31
AGF Global Select	0.534%	0.000%	400,035	0	2024-09-30