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Lpl Financial Holdings Inc.

LPLA

4 institutional investors and hedge funds own LPLA, holding 6,678,973 shares worth $1.9B (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
4,578,679
$1,289,722,301
0.68%
+10.42%
Lone Pine CapitalEquity
1,219,099
$343,395,806
2.10%
-40.53%
Markel GroupEquity
559,951
$157,726,999
1.20%
0%
First Pacific AdvisorsEquity
321,244
$90,488,010
1.14%
+0.19%

Ownership Statistics

Total Shares Held: 6,678,973
Total Value Reported: $1,881,333,116
Average Allocation per Portfolio 1.28%
Largest Single Portfolio Allocation: 2.10%
Largest Shareholder: Dodge & Cox
Change in Total Shares Held (Q on Q): -723,043
Percentage Change in Shares Held (Q on Q): -9.77%
Number of Super Fund Holders: 4
Number of New Holders (Q on Q): 0
Number of Funds with Additions (Q on Q): 2
Number of Funds with Reductions (Q on Q): 2
Number of Funds Fully Divested (Q on Q): 1
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