LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 153 | +7 | 57.25M | $16.13B | +11 | −6 |
| Q1 2026 | 151 | -9 | 61.59M | $18.62B | +4 | −14 |
| Q4 2025 | 159 | +2 | 65.30M | $23.33B | +3 | n/a |
| Q3 2025 | 24 | 0 | 33.18M | $11.04B | +1 | −2 |
| Q2 2025 | 22 | -2 | 26.81M | $10.05B | n/a | −2 |
| Q1 2025 | 21 | -1 | 11.19M | $3.66B | +2 | −3 |
| Q4 2024 | 22 | +1 | 10.49M | $3.42B | +1 | n/a |
| Q3 2024 | 20 | +2 | 9.49M | $2.21B | +4 | −2 |
| Q2 2024 | 18 | n/a | 8.68M | $2.42B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 2.10M | n/a | $586.51M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 2 | Lone Pine Capital ✦ | 1.69M | n/a | $470.64M | 3.8% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 1.40M | n/a | $390.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Norges Bank ✦ (passive) | 928.89K | n/a | $259.44M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 496.38K | n/a | $138.64M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 6 | Markel Group ✦ | 481.79K | n/a | $134.56M | 1.3% | n/c | 1 | SEC ↗ ×2 |
| 7 | Millennium Management ✦ | 443.10K | n/a | $123.76M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 356.68K | n/a | $99.62M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 9 | PRIMECAP Management ✦ | 234.40K | n/a | $65.47M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wellington Management ✦ | 171.09K | n/a | $47.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Point72 Asset Management ✦ | 143.23K | n/a | $40.00M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Viking Global Investors ✦ | 130.00K | n/a | $36.31M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 43.90K | n/a | $12.15M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Renaissance Technologies ✦ | 25.48K | n/a | $7.12M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Capital World Investors ✦ | 17.81K | n/a | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bridgewater Associates ✦ | 10.85K | n/a | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 5.50K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Arrowstreet Capital ✦ | 1.76K | n/a | $490,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 759 holders, 81.60M shares, $24.06B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 440 sh · $153,049
Officer · 308 sh · $110,067
Officer · 4.12K sh · $1.46M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology