LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
Momentum-inputs (vergelijkbare managers):
breedte van houders -8.3% ·
aandelenstroom +1.3% ·
netto nieuwe posities -9.1%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 7.99M | n/a | $2.99B | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passief) | 4.83M | n/a | $1.81B | 0.0% | n/c | 1 | SEC ↗ ×21 |
| 3 | Dodge & Cox ✦ | 2.70M | +77.3% | $1.01B | 0.6% | ▲ Add | 4 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 2.45M | n/a | $920.35M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 5 | Lone Pine Capital ✦ | 1.87M | +6.1% | $702.04M | 5.1% | ▲ Add | 5 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passief) | 1.73M | +2.8% | $647.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passief) | 1.72M | +10.5% | $645.14M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | Norges Bank ✦ (passief) | 1.07M | +15.6% | $402.31M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 9 | Third Point ✦ | 625.00K | 0.0% | $234.36M | 3.1% | Held | 4 | SEC ↗ |
| 10 | Markel Group ✦ | 544.60K | +1.0% | $204.21M | 1.7% | ▲ Add | 5 | SEC ↗ ×2 |
| 11 | Wellington Management ✦ | 329.62K | -50.0% | $123.60M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 12 | T. Rowe Price ✦ | 294.51K | +5.2% | $110.43M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 13 | Bridgewater Associates ✦ | 192.66K | -13.6% | $72.24M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 124.35K | -30.2% | $46.63M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 15 | Renaissance Technologies ✦ | 109.80K | +209.3% | $41.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Millennium Management ✦ | 87.47K | -30.7% | $32.80M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 38.27K | -34.1% | $14.19M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 18 | Adage Capital Partners ✦ | 32.00K | -28.9% | $12.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Marshall Wace ✦ | 20.52K | -97.0% | $7.69M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 20 | Capital World Investors ✦ | 16.37K | +201.1% | $6.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | PRIMECAP Management ✦ | 16.00K | 0.0% | $6.00M | 0.0% | Held | 5 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 6.69K | -0.4% | $2.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Harris Associates (Oakmark) | $44.32M | was 0.1% |
| Soros Fund Management | $40.89M | was 1.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 759 houders, 81.60M aandelen, $24.06B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Officer · 440 aand · $153,049
Officer · 308 aand · $110,067
Officer · 4.12K aand · $1.46M
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie