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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

712 managers (727 13F filers) reported a position in LPLA shares at 2024-12-31, 71,267,254 shares in all. 104 filers opened a position and 60 filers sold out during the quarter.

Managers
712
13F filers
727
New
104
Added
227
Reduced
271
Sold out
60
Shares held by filers
71,267,254

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
VANGUARD GROUP INCgroup of 2 filers holding7,225,431$2.36B-60,390Timeline
BlackRock, Inc.in group BlackRock, Inc.4,766,545$1.56B0.03%+12,14113F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp3,905,541$1.28B1.56%+805,63713F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson3,050,529$996M0.51%+522,03213F-HRTimelineGroup
FMR LLCin group FMR LLC2,958,723$966M0.06%-363,84813F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,660,736$869M2%+57,48513F-HR/ATimeline
LONE PINE CAPITAL LLC1,922,748$628M4.66%-257,38913F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,670,536$545M0.02%-6,55713F-HRTimelineGroup
WCM INVESTMENT MANAGEMENT, LLC1,641,615$537M1.26%-8,05313F-HR/ATimeline
SAMLYN CAPITAL, LLCin group SAMLYN CAPITAL, LLC1,573,076$514M8.16%-72,61813F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,459,942$476M0.04%+23,11113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,199,115$392M0.03%-76,02113F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…1,115,708$364M0.12%+405,34113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,027,846$336M0.02%+156,99813F-HR/ATimelineGroup
DARLINGTON PARTNERS CAPITAL MANAGEMENT,…938,354$306M11.45%-161,38213F-HRTimeline
NORGES BANK936,410$306M0.04%+14,68813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC906,501$296M0.11%13F-HR/ATimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC899,377$294M0.25%+60,17813F-HRTimelineGroup
Clarkston Capital Partners, LLC872,283$285M5.46%-104,74713F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP846,067$276M0.07%+45,47613F-HRTimelineGroup
TD Asset Management Inc841,219$275M0.24%-65,39413F-HRTimeline
UBS Group AGgroup of 2 filers holding767,815$251M-120,077Timeline
Epoch Investment Partners, Inc.725,572$237M1.15%+25,53813F-HRTimeline
SurgoCap Partners LP709,270$232M13.41%-71,45113F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP705,919$230M1%-4,94813F-HRTimeline
Third Point LLC655,000$214M2.87%+170,00013F-HRTimeline
Southpoint Capital Advisors LPin group Southpoint Capital Advisors LP600,000$196M4.6%-150,00013F-HRTimelineGroup
MAVERICK CAPITAL LTD587,721$192M3.46%+90,64613F-HRTimeline
EMINENCE CAPITAL, LP558,647$182M2.79%-519,46213F-HRTimeline
Markel Group Inc.in group Markel Group Inc.532,404$174M1.53%+12,00013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN504,588$165M0.04%+6,36513F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP504,176$165M0.21%-359,07813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP491,145$160M0.02%+61,55113F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC489,580$160M0.09%+15,55413F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…478,002$156M8.09%-7,94413F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management471,488$154M0.36%new13F-HRTimelineGroup
Dodge & Cox470,109$153M0.09%+454,55313F-HRTimeline
First Pacific Advisors, LP458,289$150M2.14%-7313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp452,684$148M0.03%-27,23113F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD435,056$142M0.71%-12,45413F-HRTimelineGroup
Artisan Partners Limited Partnership417,873$136M0.21%new13F-HRTimeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.416,613$136M0.51%new13F-HRTimelineGroup
Azora Capital LP416,185$136M6.1%-227,35913F-HRTimeline
Junto Capital Management LP405,990$133M2.64%-71,59613F-HRTimeline
HMI Capital Management, L.P.401,243$131M6.58%-291,30013F-HRTimeline
Caisse de depot et placement du Quebec397,596$130M0.27%+335,49213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC378,261$124M0.03%+128,93213F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD360,578$118M0.11%-247,18713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding345,726$113M+16,647Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/337,059$110M0.01%-17,64113F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co335,749$110M0.02%+13,93613F-HRTimelineGroup
Palestra Capital Management LLC328,286$107M2.94%new13F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc306,918$100M0.03%-33,60813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC300,199$98M0.09%-119,77813F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD286,994$93.7M0.11%+33,42113F-HRTimelineGroup
GILDER GAGNON HOWE & CO LLC276,341$90.2M0.97%-5,33813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/263,268$86M0.01%-352,71713F-HRTimeline
Egerton Capital (UK) LLPin group Egerton Capital (UK) LLP257,710$84.1M0.97%new13F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …247,614$80.8M0.07%-311,78813F-HRTimelineGroup
Holocene Advisors, LP233,165$76.1M0.25%-45,61813F-HRTimeline
Employees Retirement System of Texas231,500$75.6M0.65%+63,10013F-HR/ATimeline
Aberdeen Group plcin group Aberdeen Group plc216,750$71M0.13%-36,61813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS215,870$70.5M0.2%+18,28613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC208,037$67.9M0.01%-23,93313F-HRTimelineGroup
HARRIS ASSOCIATES L P195,474$63.8M0.08%-16,76413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP192,153$62.7M0.1%+14,10613F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding190,887$62.3M-111,150Timeline
Nuveen Asset Management, LLCin group TIAA188,913$61.7M0.02%-47,97113F-HRTimelineGroup
Coronation Fund Managers Ltd.in group Coronation Fund Managers Ltd.187,008$61.1M3.59%-30,44313F-HRTimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…185,935$60.7M0.37%+96,98813F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.184,558$60.3M0.07%-10,58513F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\175,061$57.2M0.02%-38,91013F-HR/ATimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …173,024$56.5M0.04%-2,17513F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO171,766$56.1M0.39%+19,78713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA170,086$55.5M0.01%-6,95213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP165,291$54M0.06%+42,46013F-HRTimelineGroup
MOORE CAPITAL MANAGEMENT, LP160,607$52.4M0.98%new13F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…150,670$49.2M0.01%-76,48713F-HRTimelineGroup
Amundiin group Amundi145,443$48.5M0.02%+90,77513F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.147,089$48M0.13%-203,29313F-HRTimelineGroup
California Public Employees Retirement …140,991$46M0.03%-4,03513F-HR/ATimeline
Man Group plcin group Man Group plc137,568$44.9M0.14%-311,35813F-HRTimelineGroup
ExodusPoint Capital Management, LP135,475$44.2M0.46%+70,94013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding126,668$41.4M+57,768Timeline
COMERICA BANK125,544$41M0.17%+11,79813F-HR/ATimeline
National Pension Service119,724$39.1M0.04%+2,00013F-HRTimeline
BAMCO INC /NY/in group Baron Capital119,704$39.1M0.1%+54,25613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.116,703$38.1M0.01%-34,90313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO115,732$37.8M0.05%+28,07213F-HRTimelineGroup
LPL Financial LLC115,273$37.6M0.02%+9,13813F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…113,287$37M0.04%+3,42513F-HR/ATimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC111,345$36.4M0.02%-46,44413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding108,416$35.4M-43,467Timeline
JENNISON ASSOCIATES LLC108,256$35.3M0.02%+13,40613F-HRTimeline
FAMILY WEALTH PARTNERS, LLC107,861$35.2M16.74%-40,03513F-HRTimeline
RHUMBLINE ADVISERS101,446$33.1M0.03%-4,36713F-HR/ATimeline
Invesco Ltd.in group Invesco Ltd.100,727$32.9M0.01%-27,91413F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding98,018$32.4M-6,321Timeline
Solel Partners LP87,000$28.4M5.56%new13F-HRTimeline
Heron Bay Capital Management85,594$27.9M5.84%-10,53713F-HRTimeline
Artemis Investment Management LLP82,736$27M0.38%+12,89613F-HRTimeline
TYBOURNE CAPITAL MANAGEMENT (HK) LTD77,285$25.2M6.33%-95,41513F-HRTimeline
Castle Hook Partners LP76,135$24.9M0.53%new13F-HRTimeline
DANSKE BANK A/S73,260$23.9M0.07%-4,24613F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…73,092$23.9M0.05%-2,60713F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC70,276$22.9M0.18%+11,84413F-HRTimelineGroup
NewEdge Wealth, LLC68,791$22.5M0.39%-87813F-HRTimeline
Cinctive Capital Management LP68,701$22.4M1.21%+35,84313F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC68,376$22.3M0.58%-1,93413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding67,920$22.2M+41,546Timeline
FORT WASHINGTON INVESTMENT ADVISORS INC…66,065$21.6M0.13%-1,40113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…65,730$21.5M0.03%-29,50713F-HRTimelineGroup
Bridgewater Associates, LP64,884$21.2M0.1%+29,03613F-HRTimeline
Rivermont Capital Management LP60,062$19.6M7.39%new13F-HRTimeline
AEGON ASSET MANAGEMENT UK Plc60,041$19.6M0.26%-2,30113F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/59,910$19.6M0.01%+19,12613F-HRTimelineGroup
Foster Victor Wealth Advisors, LLC54,459$19M1.46%-15,27213F-HRTimeline
Mawer Investment Management Ltd.58,010$18.9M0.09%+14,99413F-HRTimeline
TUDOR INVESTMENT CORP ET AL57,432$18.8M0.2%+33,19413F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT57,268$18.7M0.71%+56,66813F-HR/ATimeline
Natixis Investment Managersgroup of 2 filers holding55,738$18.2M+1,924Timeline
Teca Partners, LP52,875$17.3M11%+37,81413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC52,485$17.1M0.01%-63,28213F-HR/ATimelineGroup
ROYAL LONDON ASSET MANAGEMENT LTD51,068$16.7M0.04%-47413F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC50,649$16.5M0.22%+313F-HRTimeline
Treasurer of the State of North Carolina50,254$16.4M0.06%-70013F-HRTimeline
Qube Research & Technologies Ltd48,992$16M0.03%-199,67113F-HRTimeline
WINMILL & CO. INCin group WINMILL & CO. INC48,860$16M5.16%013F-HRTimelineGroup
Korea Investment CORP48,651$15.9M0.04%-15,19513F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…47,970$15.7M0.02%+7,04213F-HRTimelineGroup
Ensign Peak Advisors, Inc47,764$15.6M0.03%-9,32013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co46,808$15.3M0.03%-77313F-HRTimelineGroup
AVIVA PLCin group AVIVA PLC45,146$14.7M0.04%-35,72113F-HRTimelineGroup
2Xideas AGin group 2Xideas AG45,071$14.7M1.97%+17,56313F-HRTimelineGroup
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.44,084$14.4M0.51%+41,86613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,341$14.2M0.02%+36,15513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC43,082$14.1M0.02%-21,80213F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…42,987$14M0.54%new13F-HRTimelineGroup
APG Asset Management N.V.in group APG Asset Management N.V.44,500$14M0.04%+39,50013F-HRTimelineGroup
Walleye Capital LLCgroup of 2 filers holding42,390$13.8M+15,463Timeline
STATE OF WISCONSIN INVESTMENT BOARD42,339$13.8M0.04%-2,27213F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND42,141$13.8M0.02%-2,50013F-HR/ATimeline
LOGAN CAPITAL MANAGEMENT INC41,233$13.5M0.56%-2,94713F-HRTimeline
Channing Capital Management, LLC40,558$13.2M0.35%+8,74113F-HRTimeline
ArrowMark Colorado Holdings LLC38,256$12.5M0.17%+5,00013F-HRTimeline
Aware Super Pty Ltd as trustee of Aware…36,615$12M0.19%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC36,610$12M0.05%+27613F-HRTimelineGroup
LYNWOOD PRICE CAPITAL MANAGEMENT LP35,500$11.6M7.99%13F-HRTimeline
REINHART PARTNERS, LLC.35,404$11.6M0.44%-91,35313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP34,972$11.4M0.02%+1,18013F-HRTimelineGroup
Janney Montgomery Scott LLC34,398$11.2M0.03%-1,84113F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC34,223$11.2M0.01%-85,73213F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP33,794$11M0.01%-2,58613F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC33,122$10.8M0.01%-4,56513F-HR/ATimelineGroup
Interval Partners, LP32,024$10.5M0.27%-46,72213F-HRTimeline
Asset Management One Co., Ltd.31,360$10.4M0.04%+55613F-HRTimeline
ICON ADVISERS INC/CO31,483$10.3M2.32%-1,10013F-HRTimeline
Assenagon Asset Management S.A.31,209$10.2M0.02%+1,38313F-HRTimeline
Point72 Europe (London) LLP30,996$10.1M0.58%-6,28013F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…30,000$9.8M0.02%new13F-HRTimelineGroup
Mn Services Vermogensbeheer B.V.29,800$9.73M0.07%+70013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC28,933$9.45M0.01%-8,35613F-HRTimelineGroup
IRIDIAN ASSET MANAGEMENT LLC/CT28,902$9.44M2.51%-53,93213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS27,979$9.14M0.01%-34,06813F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…27,738$9.06M0.03%+52413F-HRTimeline
Diamond Hill Capital Management, LLC (I…27,408$8.95M0.04%new13F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…27,328$8.92M0.04%-8013F-HRTimelineGroup
Strategic Global Advisors, LLC26,655$8.7M1.59%+1,05413F-HRTimeline
Private Advisor Group, LLC26,365$8.61M0.05%-73313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…26,278$8.58M0.03%-1,48113F-HRTimeline
KLP KAPITALFORVALTNING AS26,100$8.52M0.04%13F-HRTimeline
Poplar Forest Capital LLC26,011$8.49M1.56%-7,30013F-HRTimeline
Lansforsakringar Fondforvaltning AB (pu…24,045$7.85M0.04%13F-HR/ATimeline
WHITTIER TRUST CO23,837$7.78M0.1%+1,05313F-HRTimeline
BRANT POINT INVESTMENT MANAGEMENT LLC23,316$7.61M1.81%-1,65013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding22,977$7.5M-5,876Timeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…22,494$7.36M0.04%-98713F-HRTimelineGroup
Swedbank ABin group Swedbank AB22,487$7.34M0.01%+6,05813F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS22,370$7.3M0.03%-25,13213F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM21,690$7.08M0.04%+28613F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.21,451$7M0.05%new13F-HRTimeline
BLAIR WILLIAM & CO/IL21,356$6.97M0.02%-1,76613F-HRTimeline
Bullseye Asset Management LLC21,248$6.94M3.26%-27913F-HRTimeline
Winthrop Advisory Group LLC20,954$6.84M0.82%+15113F-HRTimeline
Vestmark Advisory Solutions, Inc.20,925$6.83M0.24%+57713F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …20,892$6.82M0.01%13F-HRTimelineGroup
HRT FINANCIAL LP20,801$6.79M0.04%new13F-HRTimeline
KWB Wealth28,294$6.58M0.82%-16913F-HRTimeline
TOBAM20,133$6.57M2.01%-21,94113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
US BANCORP \DE\in group US BANCORP \DE\20,094$6.56M0.01%-19313F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC20,030$6.54M0.15%+11113F-HRTimeline
Crestline Management, L.P.19,783$6.46M0.22%+3,11713F-HRTimeline
Capital World Investors19,254$6.29M<0.01%+1,44713F-HRTimeline
Handelsbanken Fonder AB19,181$6.26M0.02%-50013F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC19,147$6.25M0.18%+3,68213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK18,816$6.14M0.04%-1,72913F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…18,733$6.12M0.06%+9,84013F-HRTimelineGroup
STOREBRAND ASSET MANAGEMENT AS18,551$6.06M0.02%-2513F-HRTimeline
Sanctuary Advisors, LLC16,632$6.02M0.04%+23313F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE18,406$6.01M0.01%-10,92713F-HRTimelineGroup