LPLA Institutional Ownership
LPL Financial Holdings Inc.
1W: -1.3%
1M: +1.6%
3M: -6.0%
YTD: -12.2%
1Y: -6.6%
3Y: +44.7%
5Y: +86.5%
$317.56
+0.33 (+0.10%)
Weekly Expected Move ±3.8%
$292
$304
$316
$328
$340
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $543.9M held by 420 funds, 91 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — LPLA
865
Institutional Holders
-49 vs prior quarter
0.0%
Ownership
+0.00pp
$23B
Total Invested
96
New Positions
257
Increased
395
Reduced
92
Closed
0.94
Put/Call Ratio
Ownership Trends
Top Institutional Holders (983 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,732,991 | $1.5B | -241,264 | -4.9% | 8Q | SEC ↗ |
| 2 | Dodge & Cox | 4,578,679 | $1.5B | +432,132 | +10.4% | 8Q | SEC ↗ |
| 3 | Boston Partners | 4,250,828 | $1.3B | +119,330 | +2.9% | 31Q | SEC ↗ |
| 4 | Jupiter Topco LLC NEW | 4,198,356 | $1.3B | — | +0.0% | 1Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,832,005 | $1.2B | -19,973 | -0.5% | 2Q | SEC ↗ |
| 6 | JANUS HENDERSON GROUP PLC | 3,666,780 | $1.2B | +289,227 | +8.6% | 36Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 3,613,624 | $1.1B | +16,656 | +0.5% | 2Q | SEC ↗ |
| 8 | PRINCIPAL FINANCIAL GROUP INC | 2,684,964 | $853M | +48,420 | +1.8% | 39Q | SEC ↗ |
| 9 | SAMLYN CAPITAL, LLC | 2,405,639 | $764M | +82,279 | +3.5% | 38Q | SEC ↗ |
| 10 | Capital World Investors | 2,343,266 | $744M | +30,820 | +1.3% | 9Q | SEC ↗ |
| 11 | STATE STREET CORP | 1,934,239 | $614M | +70,973 | +3.8% | 46Q | SEC ↗ |
| 12 | WCM INVESTMENT MANAGEMENT, LLC | 1,810,058 | $575M | +75,663 | +4.4% | 17Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 1,695,954 | $539M | +1,335,148 | +370.0% | 15Q | SEC ↗ |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 1,502,575 | $477M | -92,175 | -5.8% | 57Q | SEC ↗ |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 1,458,759 | $463M | -2,410,600 | -62.3% | 15Q | SEC ↗ |
| 16 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 1,434,522 | $456M | -245,568 | -14.6% | 22Q | SEC ↗ |
| 17 | ALLIANCEBERNSTEIN L.P. | 1,385,759 | $440M | -186,239 | -11.8% | 56Q | SEC ↗ |
| 18 | LONE PINE CAPITAL LLC | 1,219,099 | $387M | -830,868 | -40.5% | 17Q | SEC ↗ |
| 19 | SurgoCap Partners LP | 1,063,218 | $338M | +42,379 | +4.2% | 11Q | SEC ↗ |
| 20 | NORGES BANK NEW | 1,054,523 | $335M | — | +0.0% | 1Q | SEC ↗ |
| 21 | VAN ECK ASSOCIATES CORP | 1,048,344 | $333M | +45,367 | +4.5% | 13Q | SEC ↗ |
| 22 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1,031,243 | $327M | -62,163 | -5.7% | 3Q | SEC ↗ |
| 23 | DARLINGTON PARTNERS CAPITAL MANAGEMENT | 993,006 | $315M | +100,000 | +11.2% | 19Q | SEC ↗ |
| 24 | FMR LLC | 981,391 | $312M | -316,299 | -24.4% | 39Q | SEC ↗ |
| 25 | MARSHALL WACE, LLP NEW | 975,627 | $310M | — | +0.0% | 1Q | SEC ↗ |
| 26 | MORGAN STANLEY | 861,982 | $274M | -421,683 | -32.8% | 56Q | SEC ↗ |
| 27 | DIMENSIONAL FUND ADVISORS LP | 820,595 | $261M | +4,228 | +0.5% | 57Q | SEC ↗ |
| 28 | BANK OF AMERICA CORP /DE | 815,663 | $259M | +12,235 | +1.5% | 15Q | SEC ↗ |
| 29 | WESTFIELD CAPITAL MANAGEMENT CO LP | 793,061 | $252M | -88,445 | -10.0% | 34Q | SEC ↗ |
| 30 | Assenagon Asset Management S.A. | 747,086 | $237M | +730,613 | +4435.2% | 21Q | SEC ↗ |
| 31 | RAYMOND JAMES FINANCIAL INC | 645,369 | $205M | -20,700 | -3.1% | 7Q | SEC ↗ |
| 32 | CITADEL ADVISORS LLC | 642,765 | $204M | -280,706 | -30.4% | 4Q | SEC ↗ |
| 33 | JANE STREET GROUP, LLC | 642,484 | $204M | +543,869 | +551.5% | 25Q | SEC ↗ |
| 34 | UBS AM, a distinct business unit of UB | 578,032 | $184M | -13,634 | -2.3% | 56Q | SEC ↗ |
| 35 | Markel Group Inc. | 559,951 | $178M | — | +0.0% | 15Q | SEC ↗ |
| 36 | UBS Group AG | 540,254 | $172M | -113,629 | -17.4% | 47Q | SEC ↗ |
| 37 | PRICE T ROWE ASSOCIATES INC /MD | 539,921 | $171M | +41,298 | +8.3% | 16Q | SEC ↗ |
| 38 | Azora Capital LP | 525,867 | $167M | +98,529 | +23.1% | 23Q | SEC ↗ |
| 39 | VANGUARD FIDUCIARY TRUST CO | 510,067 | $162M | +1,773 | +0.3% | 2Q | SEC ↗ |
| 40 | NORTHERN TRUST CORP | 508,634 | $162M | -16,812 | -3.2% | 56Q | SEC ↗ |
| 41 | Point72 Asset Management, L.P. | 507,345 | $161M | +456,702 | +901.8% | 3Q | SEC ↗ |
| 42 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 481,371 | $153M | +40,907 | +9.3% | 15Q | SEC ↗ |
| 43 | Sixth Street Partners Management Compa NEW | 481,371 | $153M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Holocene Advisors, LP | 462,479 | $147M | +44,832 | +10.7% | 9Q | SEC ↗ |
| 45 | TD Asset Management Inc | 461,374 | $147M | -92,759 | -16.7% | 24Q | SEC ↗ |
| 46 | BNP PARIBAS FINANCIAL MARKETS | 448,361 | $142M | +403,004 | +888.5% | 51Q | SEC ↗ |
| 47 | Epoch Investment Partners, Inc. | 447,634 | $142M | +39,333 | +9.6% | 20Q | SEC ↗ |
| 48 | VICTORY CAPITAL MANAGEMENT INC | 443,434 | $141M | +37,622 | +9.3% | 42Q | SEC ↗ |
| 49 | APG Asset Management N.V. | 437,217 | $139M | -335,475 | -43.4% | 17Q | SEC ↗ |
| 50 | Castle Hook Partners LP NEW | 406,916 | $129M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Jupiter Topco LLC | 4,198,356 | $1.3B |
| NORGES BANK | 1,054,523 | $335M |
| MARSHALL WACE, LLP | 975,627 | $310M |
| Sixth Street Partners Management Co | 481,371 | $153M |
| Castle Hook Partners LP | 406,916 | $129M |
| Qube Research & Technologies Ltd | 344,500 | $109M |
| Capricorn Fund Managers Ltd | 194,812 | $62M |
| Longaeva Partners L.P. | 186,650 | $59M |
| Freestone Grove Partners LP | 178,123 | $57M |
| Balyasny Asset Management L.P. | 161,641 | $51M |
| GOLDENTREE ASSET MANAGEMENT LP | 155,495 | $49M |
| Solel Partners LP | 137,000 | $44M |
| HMI Capital Management, L.P. | 118,600 | $38M |
| DISCOVERY CAPITAL MANAGEMENT, LLC / | 93,500 | $30M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 66,000 | $21M |
| Hiddenite Capital Partners LP | 60,000 | $19M |
| MOORE CAPITAL MANAGEMENT, LP | 55,840 | $18M |
| Trexquant Investment LP | 47,198 | $15M |
| Aquatic Capital Management LLC | 37,707 | $12M |
| LOGAN CAPITAL MANAGEMENT INC | 35,802 | $11M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Third Point LLC | 510,000 | $162M |
| Railway Pension Investments Ltd | 445,280 | $141M |
| EMINENCE CAPITAL, LP | 441,845 | $140M |
| Cantillon Capital Management LLC | 324,927 | $103M |
| Egerton Capital (UK) LLP | 254,813 | $81M |
| Junto Capital Management LP | 238,515 | $76M |
| TREMBLANT CAPITAL GROUP | 222,165 | $71M |
| Employees Retirement System of Texa | 176,200 | $56M |
| Southpoint Capital Advisors LP | 115,000 | $37M |
| WESTWOOD HOLDINGS GROUP INC | 109,442 | $35M |
| KING STREET CAPITAL MANAGEMENT, L.P | 104,000 | $33M |
| Senator Investment Group LP | 100,000 | $32M |
| Ocean Park Asset Management, LLC | 71,531 | $23M |
| LYNWOOD PRICE CAPITAL MANAGEMENT LP | 59,500 | $19M |
| Weiss Asset Management LP | 52,206 | $17M |
| Artemis Investment Management LLP | 51,927 | $16M |
| Verition Fund Management LLC | 44,139 | $14M |
| Munich Reinsurance Co Stock Corp in | 37,605 | $12M |
| DONALDSON CAPITAL MANAGEMENT, LLC | 28,398 | $9M |
| NOMURA HOLDINGS INC | 26,127 | $8M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +1,335,148 | +370.0% | 1,695,954 |
| Assenagon Asset Management S.A. | +730,613 | +4435.2% | 747,086 |
| JANE STREET GROUP, LLC | +543,869 | +551.5% | 642,484 |
| Point72 Asset Management, L.P. | +456,702 | +901.8% | 507,345 |
| Dodge & Cox | +432,132 | +10.4% | 4,578,679 |
| BNP PARIBAS FINANCIAL MARKETS | +403,004 | +888.5% | 448,361 |
| JANUS HENDERSON GROUP PLC | +289,227 | +8.6% | 3,666,780 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | +225,000 | +351.6% | 289,000 |
| SCS Capital Management LLC | +198,350 | +1308.3% | 213,511 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +144,770 | +133.8% | 252,965 |
| Boston Partners | +119,330 | +2.9% | 4,250,828 |
| TORONTO DOMINION BANK | +100,509 | +927.5% | 111,345 |
| DARLINGTON PARTNERS CAPITAL MANAGEM | +100,000 | +11.2% | 993,006 |
| Azora Capital LP | +98,529 | +23.1% | 525,867 |
| SAMLYN CAPITAL, LLC | +82,279 | +3.5% | 2,405,639 |
| WCM INVESTMENT MANAGEMENT, LLC | +75,663 | +4.4% | 1,810,058 |
| Prana Capital Management, LP | +71,773 | +29.0% | 318,896 |
| SummitTX Capital, L.P. | +71,346 | +386.4% | 89,812 |
| STATE STREET CORP | +70,973 | +3.8% | 1,934,239 |
| Interval Partners, LP | +67,537 | +164.4% | 108,628 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO | -2,410,600 | -62.3% | 1,458,759 |
| LONE PINE CAPITAL LLC | -830,868 | -40.5% | 1,219,099 |
| MILLENNIUM MANAGEMENT LLC | -684,094 | -76.8% | 206,159 |
| MORGAN STANLEY | -421,683 | -32.8% | 861,982 |
| JPMORGAN CHASE & CO | -398,169 | -50.4% | 392,561 |
| APG Asset Management N.V. | -335,475 | -43.4% | 437,217 |
| FMR LLC | -316,299 | -24.4% | 981,391 |
| CITADEL ADVISORS LLC | -280,706 | -30.4% | 642,765 |
| VOYA INVESTMENT MANAGEMENT LLC | -274,324 | -83.3% | 54,946 |
| FRANKLIN RESOURCES INC | -267,362 | -66.5% | 134,652 |
| NOMURA ASSET MANAGEMENT INTERNATION | -257,721 | -78.4% | 71,153 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -245,568 | -14.6% | 1,434,522 |
| Invesco Ltd. | -242,360 | -69.4% | 106,651 |
| BlackRock, Inc. | -241,264 | -4.9% | 4,732,991 |
| AMERICAN CENTURY COMPANIES INC | -205,151 | -42.1% | 282,638 |
| ALLIANCEBERNSTEIN L.P. | -186,239 | -11.8% | 1,385,759 |
| TRUIST FINANCIAL CORP | -153,966 | -75.4% | 50,282 |
| AMERIPRISE FINANCIAL INC | -139,911 | -52.8% | 124,822 |
| Caisse de depot et placement du Que | -132,893 | -36.4% | 231,867 |
| NEUBERGER BERMAN GROUP LLC | -122,059 | -95.8% | 5,362 |