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Lpl Financial Holdings Inc.

LPLA

4 institutional investors and hedge funds own LPLA, holding 7,077,089 shares worth $2.1B (latest 13F filings).

Advanced Chart

Who owns Lpl Financial Holdings Inc. stock?

Institutional holders of LPLA — largest position first.

Super Fund
Position
Shares
Curr. Value
Port. %
Activity
Dodge & CoxEquity
4,146,547
$1,247,405,734
0.69%
+5.00%
Lone Pine CapitalEquity
2,049,967
$616,691,573
4.92%
-1.20%
Markel GroupEquity
559,951
$157,726,999
1.20%
0%
First Pacific AdvisorsEquity
320,624
$96,453,318
1.38%
-17.24%

Ownership Statistics

Total Shares Held: 7,077,089
Total Value Reported: $2,118,277,624
Average Allocation per Portfolio 2.05%
Largest Single Portfolio Allocation: 4.92%
Largest Shareholder: Dodge & Cox
Change in Total Shares Held (Q on Q): -729,119
Percentage Change in Shares Held (Q on Q): -9.34%
Number of Super Fund Holders: 4
Number of New Holders (Q on Q): 0
Number of Funds with Additions (Q on Q): 1
Number of Funds with Reductions (Q on Q): 4
Number of Funds Fully Divested (Q on Q): 2
Number of Funds with No Change (Q on Q): 1

Ownership Distribution

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Ownership History

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Company Profile

Fundamental Data