LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -4.5% ·
Aktienfluss +6.7% ·
neue Nettopositionen -4.8%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 155 | +7 | 57.43M | $16.18B | +11 | −4 |
| Q1 2026 | 151 | -9 | 61.59M | $18.62B | +4 | −14 |
| Q4 2025 | 159 | +2 | 65.30M | $23.33B | +3 | — |
| Q3 2025 | 24 | 0 | 33.18M | $11.04B | +1 | −2 |
| Q2 2025 | 22 | -2 | 26.81M | $10.05B | — | −2 |
| Q1 2025 | 21 | -1 | 11.19M | $3.66B | +2 | −3 |
| Q4 2024 | 22 | +1 | 10.49M | $3.42B | +1 | — |
| Q3 2024 | 20 | +2 | 9.49M | $2.21B | +4 | −2 |
| Q2 2024 | 18 | — | 8.68M | $2.42B | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lone Pine Capital ✦ | 1.76M | -8.3% | $577.08M | 5.1% | ▼ Trim | 4 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passiv) | 1.68M | +0.5% | $549.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passiv) | 1.56M | +6.9% | $509.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passiv) | 1.56M | +6.9% | $509.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Dodge & Cox ✦ | 1.52M | +224.1% | $498.38M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 6 | Norges Bank ✦ (passiv) | 928.32K | -0.9% | $303.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Marshall Wace ✦ | 677.24K | +34.3% | $221.55M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 8 | Marshall Wace ✦ | 677.24K | +34.3% | $221.55M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 9 | Marshall Wace ✦ | 677.24K | +34.3% | $221.55M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 10 | Marshall Wace ✦ | 677.24K | +34.3% | $221.55M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 658.59K | +337.1% | $215.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Wellington Management ✦ | 658.59K | +337.1% | $215.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Wellington Management ✦ | 658.59K | +337.1% | $215.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Third Point ✦ | 625.00K | -4.6% | $204.46M | 3.2% | ▼ Trim | 3 | SEC ↗ |
| 15 | Markel Group ✦ | 539.10K | +1.3% | $176.36M | 1.6% | ▲ Add | 4 | SEC ↗ |
| 16 | Markel Group ✦ | 539.10K | +1.3% | $176.36M | 1.6% | ▲ Add | 4 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 279.85K | +6.3% | $91.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 279.85K | +6.3% | $91.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Bridgewater Associates ✦ | 222.87K | +243.5% | $72.91M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 178.18K | -3.5% | $58.29M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 178.18K | -3.5% | $58.29M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 22 | Harris Associates (Oakmark) ✦ | 135.47K | -30.7% | $44.32M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 23 | Millennium Management ✦ | 126.28K | -86.0% | $41.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Soros Fund Management ✦ | 125.00K | Neu | $40.89M | 1.0% | New | 1 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 58.06K | +34.8% | $18.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 58.06K | +34.8% | $18.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 58.06K | +34.8% | $18.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 58.06K | +34.8% | $18.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 58.06K | +34.8% | $18.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Adage Capital Partners ✦ | 45.00K | +50.0% | $14.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Renaissance Technologies ✦ | 35.50K | Neu | $11.61M | 0.0% | New | 1 | SEC ↗ |
| 32 | PRIMECAP Management ✦ | 16.00K | 0.0% | $5.23M | 0.0% | Held | 4 | SEC ↗ |
| 33 | Two Sigma Investments ✦ | 6.72K | -43.7% | $2.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Capital World Investors ✦ | 5.43K | -71.8% | $1.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Soros Fund Management | $40.89M | 1.0% |
| Renaissance Technologies | $11.61M | 0.0% |
Ausgestiegen
| Citadel Advisors | $98.02M | war 0.1% |
| Point72 Asset Management | $48.03M | war 0.1% |
| Arrowstreet Capital | $4.31M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 759 Inhaber, 81.60M Anteile, $24.06B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Käufe auf dem offenen Markt (P)
Keine Insider-Käufe auf dem offenen Markt in unserem Erfassungszeitraum.
Verkäufe auf dem offenen Markt (S)
Officer · 4.12K Ant. · $1.46M
Zuteilungen, Ausübungen und Steuereinbehalte werden hier nie als Käufe oder Verkäufe gezählt. Methodik