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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

713 managers (728 13F filers) reported a position in LPLA shares at 2024-12-31, 71,267,467 shares in all. 104 filers opened a position and 60 filers sold out during the quarter.

Managers
713
13F filers
728
New
104
Added
227
Reduced
271
Sold out
60
Shares held by filers
71,267,467

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Schonfeld Strategic Advisors LLC18,104$5.91M0.04%-8,39013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC18,034$5.89M0.98%-1713F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…17,907$5.85M0.14%-11,89413F-HRTimelineGroup
Illinois Municipal Retirement Fund17,742$5.79M0.08%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.17,400$5.68M0.06%+10,26613F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC16,916$5.52M0.02%+1,72713F-HRTimeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…16,500$5.39M0.05%-4,20013F-HRTimeline
TWINBEECH CAPITAL LP16,217$5.3M0.09%+3,36513F-HRTimeline
PRIMECAP MANAGEMENT CO/CA/16,000$5.22M<0.01%-24,90013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding15,799$5.16M+560Timeline
Atria Investments, Inc15,794$5.16M0.06%+33613F-HRTimeline
TOWNSQUARE CAPITAL LLC15,532$5.07M0.06%+4,96813F-HRTimeline
FORSTA AP-FONDEN15,500$5.06M0.04%-10013F-HRTimeline
Northwest Financial Advisors15,492$5.06M4.18%+1413F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)15,424$5.04M0.02%+30013F-HRTimeline
PINNBROOK CAPITAL MANAGEMENT LP15,285$4.99M1.75%new13F-HRTimeline
HighTower Advisors, LLC15,200$4.96M0.01%+2,41713F-HRTimeline
Quantinno Capital Management LP15,139$4.94M0.05%+74513F-HRTimeline
UMB Bank, n.a.14,848$4.85M0.08%+14,69913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mediolanum International Funds Ltd14,859$4.85M0.06%-13,68913F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…14,796$4.83M0.05%-1,88113F-HRTimelineGroup
IFM Investors Pty Ltd14,695$4.8M0.05%-1,18113F-HRTimeline
Cetera Investment Advisers14,653$4.78M0.01%+20113F-HRTimeline
XPONANCE LLC14,429$4.71M0.04%+1,36313F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …14,315$4.67M0.03%+1,84913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,182$4.63M0.04%+1,35613F-HRTimeline
Shepherd Financial Partners LLC13,755$4.49M0.54%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.13,587$4.44M0.01%+213F-HRTimelineGroup
KBC Group NVin group KBC Group NV13,226$4.32M0.01%+2,99613F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …13,202$4.31M<0.01%-12,88713F-HRTimelineGroup
Sterling Capital Management LLC13,003$4.25M0.06%+49113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC12,965$4.23M0.1%+63313F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS12,944$4.23M0.02%+31013F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.12,858$4.2M0.02%-2,98313F-HRTimelineGroup
Silvant Capital Management LLC12,746$4.16M0.17%013F-HRTimeline
Mariner, LLCin group Mariner, LLC12,611$4.12M0.01%+3913F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC12,592$4.11M0.11%+51313F-HRTimeline
CIBC WORLD MARKET INC.12,582$4.11M0.01%-1213F-HRTimeline
Cornerstone Wealth Management, LLC12,450$4.07M0.27%-25313F-HRTimeline
Headlands Technologies LLC12,369$4.04M0.41%-16,75713F-HRTimeline
Annex Advisory Services, LLC12,351$4.03M0.12%-3,25513F-HRTimeline
Utah Retirement Systems12,317$4.02M0.04%013F-HRTimeline
Empowered Funds, LLC12,115$3.96M0.06%-2,17013F-HRTimeline
TT International Asset Management LTD12,043$3.93M0.57%+77713F-HR/ATimeline
COBALT CAPITAL MANAGEMENT, INC.in group COBALT CAPITAL MANAGEMENT, IN…12,000$3.92M1.63%-28,00013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP11,930$3.9M0.01%-12,90613F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …11,520$3.76M0.01%-48,92613F-HRTimelineGroup
United Asset Strategies, Inc.11,211$3.66M0.34%-2513F-HRTimeline
PEAK6 LLCin group PEAK6 LLC11,129$3.63M0.14%13F-HRTimelineGroup
Police & Firemen's Retirement System of…10,821$3.53M0.03%13F-HRTimeline
HENNESSY ADVISORS INC10,700$3.49M0.1%-70013F-HRTimeline
Banco BTG Pactual S.A.10,000$3.28M0.77%-23,01513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES10,041$3.28M1.24%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,023$3.27M<0.01%-981,00613F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK9,774$3.19M0.01%-36,85813F-HR/ATimelineGroup
Anchor Investment Management, LLC9,697$3.17M0.3%+2813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,848$3.13M0.01%+80213F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding9,411$3.08M+308Timeline
GREENLEAF TRUST9,345$3.05M0.03%+2213F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,334$3.05M1.43%+313F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN9,169$3.04M0.02%-1513F-HRTimeline
MEAG MUNICH ERGO, Kapitalanlagegesellsc…9,125$2.98M0.09%-6,67613F-HRTimeline
FJ Capital Management LLC8,946$2.92M0.34%new13F-HRTimeline
Laurion Capital Management LP8,887$2.9M0.18%013F-HRTimeline
DekaBank Deutsche Girozentrale8,718$2.86M0.01%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC8,634$2.82M1.31%013F-HRTimeline
Engineers Gate Manager LP8,553$2.79M0.05%-11,74113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,438$2.76M0.01%+69313F-HRTimelineGroup
&PARTNERS8,247$2.75M0.03%+2,13613F-HRTimeline
Caldwell Trust Co8,412$2.75M0.29%-12513F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC8,310$2.71M0.06%-3,01013F-HRTimeline
F/m Investments LLC8,268$2.7M0.1%-67013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,025$2.68M<0.01%-4,97713F-HRTimelineGroup
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…7,929$2.59M<0.01%+51213F-HRTimelineGroup
HM PAYSON & CO7,812$2.55M0.04%-68913F-HRTimeline
OMERS ADMINISTRATION Corp7,640$2.49M0.02%-2,47713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC7,582$2.48M<0.01%-5,32613F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…7,552$2.46M0.02%+5,55313F-HRTimelineGroup
CGN Advisors LLC7,528$2.46M0.24%-44413F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…7,468$2.44M0.01%-23513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,465$2.44M<0.01%-26613F-HR/ATimeline
Integrated Investment Consultants, LLC7,465$2.44M0.5%+26213F-HR/ATimeline
Sheaff Brock Investment Advisors, LLC7,377$2.41M0.21%-1,25713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC7,259$2.37M0.05%-44113F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.7,181$2.34M0.28%-9413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,008$2.29M0.01%-2,07213F-HR/ATimelineGroup
Voleon Capital Management LP6,960$2.27M0.17%13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,884$2.25M0.1%-14,69013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP6,843$2.23M0.01%+6513F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC6,813$2.22M0.02%-85,18613F-HRTimeline
Sterling Group Wealth Management, LLC6,565$2.14M1.11%-6413F-HRTimeline
Donoghue Forlines LLC6,463$2.11M0.71%new13F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …6,416$2.09M<0.01%+28513F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,390$2.09M<0.01%+14913F-HRTimelineGroup
Candriam S.C.A.6,339$2.07M0.01%013F-HRTimeline
DIVERSIFIED TRUST CO6,237$2.04M0.05%+2513F-HRTimeline
Dynasty Wealth Management, LLC6,165$2.01M0.03%+2,28313F-HRTimeline
Dana Investment Advisors, Inc.6,149$2.01M0.07%+62513F-HRTimeline
Gulf International Bank (UK) Ltd6,071$1.98M0.05%-5113F-HRTimeline
PITCAIRN COin group PITCAIRN CO5,987$1.95M0.12%-25713F-HRTimelineGroup
Oliver Luxxe Assets LLC8,373$1.95M0.35%013F-HR/ATimeline
Tredje AP-fonden5,945$1.94M0.02%-5,94413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,894$1.92M<0.01%-6413F-HRTimeline
Verition Fund Management LLC5,890$1.92M0.01%+2,91013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A5,851$1.91M0.01%+70113F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC5,757$1.88M0.01%+3,01013F-HRTimelineGroup
Yorktown Management & Research Co Inc5,690$1.86M1.79%013F-HRTimeline
TrinityPoint Wealth, LLC5,689$1.86M0.26%+8413F-HRTimeline
AMALGAMATED BANK5,662$1.85M0.02%+6913F-HRTimeline
NorthCoast Asset Management LLC5,628$1.84M0.01%-2113F-HR/ATimeline
Stenger Family Office, LLC5,625$1.84M0.62%13F-HRTimeline
Versor Investments LP5,614$1.83M0.32%new13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK5,293$1.73M0.06%+1,71513F-HRTimelineGroup
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)5,293$1.73M0.01%+1,79313F-HRTimelineGroup
Knollwood Investment Advisory, LLC5,275$1.72M0.18%013F-HRTimeline
Future Fund LLC5,190$1.69M4.84%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding5,074$1.66M-940Timeline
WMS Partners, LLC5,005$1.63M0.09%+513F-HRTimeline
Ethic Inc.4,920$1.61M0.03%-23713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,897$1.6M<0.01%+90913F-HRTimelineGroup
Bleakley Financial Group, LLC4,857$1.59M0.05%-3013F-HRTimeline
Fulton Bank, N.A.4,847$1.58M0.06%+64113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,708$1.54M0.01%+28113F-HRTimelineGroup
CRAWFORD INVESTMENT COUNSEL INC4,611$1.51M0.03%+12313F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…4,589$1.5M0.01%-10413F-HRTimelineGroup
Avanza Fonder AB4,473$1.46M0.04%13F-HRTimeline
Retireful, LLC4,460$1.46M0.82%new13F-HRTimeline
Orion Porfolio Solutions, LLC4,441$1.45M0.01%+75713F-HRTimeline
Orion Portfolio Solutions, LLC4,441$1.45M0.01%+75713F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…4,343$1.42M<0.01%-1,31613F-HRTimelineGroup
Creative Planningin group Creative Planning4,237$1.38M<0.01%+48013F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT4,188$1.37M0.12%-3,41913F-HRTimeline
LVW Advisors, LLC4,171$1.36M0.17%+8313F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…4,126$1.35M<0.01%new13F-HRTimeline
Maryland State Retirement & Pension Sys…3,974$1.3M0.03%-27913F-HRTimeline
SUMITOMO LIFE INSURANCE CO3,882$1.27M0.02%-15013F-HRTimeline
Caprock Group, LLC3,879$1.27M0.04%+1,09313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,849$1.26M0.01%+21013F-HRTimelineGroup
Integrated Wealth Concepts LLC3,792$1.24M0.01%-31513F-HRTimeline
Prossimo Advisors, LLC3,785$1.24M0.89%+1,55013F-HRTimeline
Scientech Research LLC3,698$1.21M0.34%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,693$1.21M0.1%+97213F-HR/ATimeline
Chiron Investment Management, LLC3,687$1.2M0.4%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC3,656$1.19M0.01%-4,00613F-HRTimelineGroup
Crossmark Global Holdings, Inc.3,648$1.19M0.02%-4,55513F-HRTimeline
MACKENZIE FINANCIAL CORP3,639$1.19M<0.01%-5013F-HR/ATimeline
Fieldview Capital Management, LLC3,532$1.15M0.18%13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,526$1.15M0.02%+1,29413F-HRTimelineGroup
OneDigital Investment Advisors LLC3,518$1.15M0.01%-1,56313F-HRTimeline
Aureus Asset Management, LLC3,505$1.14M0.07%013F-HRTimeline
Independent Advisor Alliance3,463$1.13M0.01%-1,23913F-HRTimeline
CIBC WORLD MARKETS CORP3,383$1.1M0.01%-97013F-HRTimeline
Yarbrough Capital, LLC3,361$1.1M0.04%013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC3,322$1.08M0.59%new13F-HRTimeline
CIBC Asset Management Inc3,301$1.08M<0.01%+55213F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP3,237$1.06M<0.01%-84313F-HRTimeline
Garrett Wealth Advisory Group, LLC3,219$1.05M0.24%013F-HRTimeline
OLD NATIONAL BANCORP /IN/3,206$1.05M0.02%+17613F-HRTimeline
Generali Asset Management SPA SGR3,159$1.03M0.03%13F-HR/ATimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG3,103$1.01M0.01%-5813F-HRTimelineGroup
SkyView Investment Advisors, LLC3,068$1M0.16%-1,76713F-HRTimeline
IHT Wealth Management, LLC3,061$999K0.03%-35013F-HRTimeline
AE Wealth Management LLC3,027$988K0.01%+1,70513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,934$958K<0.01%-38413F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…2,926$955K0.01%-1,46213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding2,922$954K+280Timeline
Impact Capital Partners LLC2,883$941K0.33%13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,871$937K0.01%-1,01913F-HRTimeline
Vestcor Inc2,838$927K0.03%+1,26213F-HRTimeline
MAI Capital Management2,827$923K0.01%+15113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,555$912K0.05%-813F-HRTimeline
Schechter Investment Advisors, LLC2,761$901K0.07%+1,65513F-HRTimeline
Moran Wealth Management, LLC2,722$889K0.03%-8513F-HRTimeline
Wealthfront Advisers LLC2,648$865K<0.01%+5613F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,675$843K<0.01%-3313F-HRTimelineGroup
Belpointe Asset Management LLC3,691$828K0.05%new13F-HRTimeline
IEQ CAPITAL, LLC2,521$823K0.01%+32913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,516$821K<0.01%+38913F-HRTimelineGroup
MONECO ADVISORS, LLC2,480$810K0.09%+11313F-HR/ATimeline
Parallel Advisors, LLC2,479$809K0.02%+5413F-HRTimeline
Avior Wealth Management, LLC2,479$809K0.03%+6313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,475$808K0.02%-5213F-HRTimeline
NewEdge Advisors, LLC2,470$807K<0.01%-1,70713F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC2,446$799K<0.01%new13F-HRTimeline
EVERPAR ADVISORS LLC2,432$794K0.4%+313F-HRTimeline
Steward Partners Investment Advisory, L…2,404$785K0.01%-413F-HRTimeline
HighPoint Advisor Group LLC2,147$778K0.04%-35213F-HRTimeline
Federation des caisses Desjardins du Qu…2,362$771K<0.01%-21613F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC2,344$765K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,319$757K0.06%+33413F-HRTimelineGroup
LONDON CO OF VIRGINIA2,270$741K<0.01%013F-HRTimeline
Greenline Partners, LLC2,266$740K0.1%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP2,204$720K0.02%new13F-HRTimelineGroup
Root Financial Partners, LLC2,191$715K0.09%-1413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,178$711K<0.01%+1,36813F-HRTimeline
E. Ohman J:or Asset Management AB2,100$686K0.02%-1,20013F-HRTimeline
Venturi Wealth Management, LLC2,092$683K0.03%+1913F-HRTimeline
Advisors Asset Management, Inc.2,080$679K0.01%+17413F-HR/ATimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,062$673K<0.01%013F-HRTimelineGroup
Investment Management Corp of Ontario2,061$673K0.02%-40013F-HRTimeline