Scheda del titolo · trimestre archiviato

LPLA

LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets

322.53 -1.0% cap. di mercato $25.80B quotazione ritardata (FMP) · al Oct 14 19:08 UTC — separato dai dati del deposito di seguito

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

159Holder monitorati

+2Δ titolari

65.30MQuote detenute

$23.33BValore dichiarato

+3Nuove posizioni

−0Uscite

Stable Punteggio di convinzione 52/100 6 trimestri di aumento delle quote tracciate ●●●●●● Come vengono calcolati → Approfondisci al Research Desk →

Input di momentum (manager comparabili): ampiezza dei detentori +1.3% · flusso azionario -0.8% · nuove posizioni nette +1.9% — formula
Frammentazione della proprietà — più detentori, quota aggregata minore

Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q4 2025

Proprietà nel tempo

Trimestre	Detentori	Δ	Quote	Valore dichiarato	Nuovo	Uscite
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	—
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	—	—

Numero di detentori

Chi lo detiene · Q4 2025

#	Gestore	Quote	Δ azioni	Valore	Il loro peso		Detenuto
1	The Vanguard Group ✦ (passivo)	8.15M	-1.9%	$2.91B	0.0%	▼ Trim	3	SEC ↗ ×6
2	BlackRock ✦ (passivo)	4.99M	+0.2%	$1.78B	0.0%	▲ Add	3	SEC ↗ ×21
3	Dodge & Cox ✦	3.95M	+18.6%	$1.41B	0.8%	▲ Add	6	SEC ↗
4	Massachusetts Financial Services Co…	3.72M	—	$1.33B	0.4%	n/c	1	SEC ↗ ×6
5	Capital World Investors ✦	3.63M	+37.9%	$1.29B	0.2%	▲ Add	7	SEC ↗
6	Boston Partners	3.55M	—	$1.27B	1.3%	n/c	1	SEC ↗ ×4
7	Janus Henderson Group Plc	3.38M	—	$1.21B	0.5%	n/c	1	SEC ↗ ×6
8	Kayne Anderson Rudnick Investment…	2.30M	—	$820.97M	2.2%	n/c	1	SEC ↗ ×3
9	Lone Pine Capital ✦	2.07M	-8.0%	$741.11M	5.4%	▼ Trim	7	SEC ↗
10	Principal Financial Group Inc	1.93M	—	$690.95M	0.4%	n/c	1	SEC ↗ ×4
11	State Street Global Advisors ✦ (passivo)	1.84M	+0.8%	$658.31M	0.0%	▲ Add	5	SEC ↗
12	Morgan Stanley ✦	1.76M	+19.2%	$629.79M	0.0%	▲ Add	2	SEC ↗ ×17
13	Wcm Investment Management, Llc	1.72M	—	$619.30M	1.3%	n/c	1	SEC ↗
14	Geode Capital Management ✦ (passivo)	1.55M	+0.8%	$553.86M	0.0%	▲ Add	7	SEC ↗ ×2
15	Alliancebernstein L.P.	1.20M	—	$428.37M	0.1%	n/c	1	SEC ↗
16	JPMorgan Chase ✦	1.20M	-36.2%	$427.66M	0.0%	▼ Trim	2	SEC ↗ ×15
17	Norges Bank ✦ (passivo)	1.04M	Nuovo	$371.62M	0.0%	New	1	SEC ↗
18	Bank Of America Corp /De/	796.17K	—	$284.37M	0.0%	n/c	1	SEC ↗ ×8
19	Dimensional Fund Advisors Lp	788.34K	—	$281.58M	0.1%	n/c	1	SEC ↗ ×5
20	Raymond James Financial Inc	729.57K	—	$261.68M	0.1%	n/c	1	SEC ↗ ×5
21	Fidelity (FMR) ✦	664.98K	-40.7%	$237.51M	0.0%	▼ Trim	3	SEC ↗ ×5
22	Td Asset Management Inc	633.19K	—	$226.16M	0.2%	n/c	1	SEC ↗ ×2
23	UBS AM, a distinct business unit of…	581.92K	—	$207.85M	0.0%	n/c	1	SEC ↗ ×12
24	Markel Group ✦	559.95K	+1.2%	$200.00M	1.6%	▲ Add	7	SEC ↗ ×2
25	Northern Trust Corp	515.46K	—	$184.11M	0.0%	n/c	1	SEC ↗ ×7
26	Invesco Ltd.	514.69K	—	$183.83M	0.0%	n/c	1	SEC ↗ ×14
27	Third Point ✦	510.00K	-14.2%	$182.16M	2.5%	▼ Trim	6	SEC ↗
28	Wells Fargo & Company/Mn	486.93K	—	$173.92M	0.0%	n/c	1	SEC ↗ ×4
29	American Century Companies Inc	455.76K	—	$162.78M	0.1%	n/c	1	SEC ↗
30	UBS Group AG	428.75K	—	$153.14M	0.0%	n/c	1	SEC ↗ ×6
31	Charles Schwab Investment…	418.57K	—	$149.50M	0.0%	n/c	1	SEC ↗
32	Legal & General Group Plc	368.30K	—	$131.55M	0.0%	n/c	1	SEC ↗ ×3
33	Bank of New York Mellon Corp	365.38K	—	$130.50M	0.0%	n/c	1	SEC ↗ ×17
34	Caisse De Depot Et Placement Du…	363.46K	—	$129.82M	0.2%	n/c	1	SEC ↗
35	Holocene Advisors, LP	362.36K	—	$129.43M	0.3%	n/c	1	SEC ↗
36	Citadel Advisors ✦	356.45K	-7.3%	$127.31M	0.1%	▼ Trim	2	SEC ↗
37	Envestnet Asset Management Inc	352.94K	—	$126.06M	0.0%	n/c	1	SEC ↗
38	Nomura Asset Management…	328.93K	—	$117.48M	0.2%	n/c	1	SEC ↗
39	Millennium Management ✦	304.71K	-71.1%	$108.83M	0.1%	▼ Trim	7	SEC ↗
40	T. Rowe Price ✦	289.69K	+6.9%	$103.47M	0.0%	▲ Add	7	SEC ↗ ×2
41	Goldman Sachs Group ✦	279.49K	-2.1%	$99.82M	0.0%	▼ Trim	2	SEC ↗ ×5
42	Truist Financial Corp	206.34K	—	$73.70M	0.1%	n/c	1	SEC ↗ ×3
43	Deutsche Bank Ag\	188.10K	—	$67.18M	0.0%	n/c	1	SEC ↗ ×8
44	Stifel Financial Corp	181.20K	—	$64.72M	0.1%	n/c	1	SEC ↗ ×6
45	Royal Bank Of Canada	180.72K	—	$64.55M	0.0%	n/c	1	SEC ↗ ×9
46	Sumitomo Mitsui Trust Group, Inc.	176.48K	—	$63.03M	0.0%	n/c	1	SEC ↗
47	Bamco Inc /Ny/	175.25K	—	$62.59M	0.2%	n/c	1	SEC ↗
48	Amundi	170.75K	—	$60.99M	0.0%	n/c	1	SEC ↗ ×3
49	Franklin Resources Inc	161.77K	—	$57.78M	0.0%	n/c	1	SEC ↗ ×5
50	Ameriprise Financial Inc	161.41K	—	$57.65M	0.0%	n/c	1	SEC ↗ ×5
51	Nuveen, LLC	159.60K	—	$57.00M	0.0%	n/c	1	SEC ↗ ×3
52	California Public Employees…	152.67K	—	$54.53M	0.0%	n/c	1	SEC ↗
53	Wellington Management ✦	148.45K	-7.3%	$53.02M	0.0%	▼ Trim	7	SEC ↗ ×2
54	LPL Financial LLC	134.64K	—	$48.09M	0.0%	n/c	1	SEC ↗
55	Northwestern Mutual Wealth…	134.22K	—	$47.94M	0.0%	n/c	1	SEC ↗
56	Allspring Global Investments…	124.73K	—	$45.11M	0.1%	n/c	1	SEC ↗ ×3
57	National Pension Service	126.03K	—	$45.01M	0.0%	n/c	1	SEC ↗
58	Danske Bank A/S	124.33K	—	$44.41M	0.1%	n/c	1	SEC ↗ ×3
59	California State Teachers…	119.65K	—	$42.74M	0.0%	n/c	1	SEC ↗
60	Bridgewater Associates ✦	118.29K	-43.3%	$42.25M	0.2%	▼ Trim	7	SEC ↗
61	Hsbc Holdings Plc	116.82K	—	$41.77M	0.0%	n/c	1	SEC ↗ ×14
62	PFA Pension, Forsikringsaktieselskab	114.85K	—	$41.32M	0.1%	n/c	1	SEC ↗
63	Renaissance Technologies ✦	114.06K	+38.1%	$40.74M	0.1%	▲ Add	4	SEC ↗
64	Sei Investments Co	111.81K	—	$39.93M	0.0%	n/c	1	SEC ↗ ×2
65	Jennison Associates Llc	111.67K	—	$39.88M	0.0%	n/c	1	SEC ↗
66	Ensign Peak Advisors, Inc	109.88K	—	$39.25M	0.1%	n/c	1	SEC ↗
67	Victory Capital Management Inc	104.45K	—	$37.31M	0.0%	n/c	1	SEC ↗
68	Rhumbline Advisers	100.76K	—	$35.99M	0.0%	n/c	1	SEC ↗
69	Citigroup Inc	99.16K	—	$35.42M	0.0%	n/c	1	SEC ↗ ×4
70	First Trust Advisors Lp	98.53K	—	$35.19M	0.0%	n/c	1	SEC ↗
71	Aberdeen Group plc	97.43K	—	$34.80M	0.1%	n/c	1	SEC ↗ ×3
72	Barclays Plc	88.79K	—	$31.71M	0.0%	n/c	1	SEC ↗ ×4
73	Mitsubishi UFJ Asset Management…	77.99K	—	$28.20M	0.0%	n/c	1	SEC ↗
74	D. E. Shaw & Co. ✦	78.25K	+2.1%	$27.95M	0.0%	▲ Add	7	SEC ↗ ×2
75	Swedbank AB	72.49K	—	$25.89M	0.0%	n/c	1	SEC ↗
76	State Board Of Administration Of…	72.20K	—	$25.79M	0.0%	n/c	1	SEC ↗
77	Aviva Plc	66.94K	—	$23.91M	0.0%	n/c	1	SEC ↗
78	Royal London Asset Management Ltd	64.92K	—	$23.19M	0.0%	n/c	1	SEC ↗
79	Corient Private Wealth LP	63.83K	—	$22.60M	0.0%	n/c	1	SEC ↗ ×4
80	Russell Investments Group, Ltd.	59.13K	—	$21.14M	0.0%	n/c	1	SEC ↗ ×12
81	Korea Investment CORP	56.71K	—	$20.26M	0.0%	n/c	1	SEC ↗
82	Pictet Asset Management Holding SA	44.46K	—	$15.88M	0.0%	n/c	1	SEC ↗
83	State Of Wisconsin Investment Board	43.99K	—	$15.71M	0.0%	n/c	1	SEC ↗
84	New York State Common Retirement…	43.64K	—	$15.59M	0.0%	n/c	1	SEC ↗
85	Susquehanna International Group, Llp	42.69K	—	$15.25M	0.0%	n/c	1	SEC ↗
86	Universal- Beteiligungs- und…	42.59K	—	$15.19M	0.0%	n/c	1	SEC ↗
87	Adage Capital Partners ✦	40.00K	Nuovo	$14.29M	0.0%	New	1	SEC ↗
88	Zurcher Kantonalbank (Zurich…	37.80K	—	$13.50M	0.0%	n/c	1	SEC ↗
89	Captrust Financial Advisors	36.69K	—	$13.10M	0.0%	n/c	1	SEC ↗
90	Mitsubishi UFJ Trust & Banking Corp	35.75K	—	$12.77M	0.0%	n/c	1	SEC ↗
91	Bnp Paribas Financial Markets	35.30K	—	$12.61M	0.0%	n/c	1	SEC ↗
92	Quantinno Capital Management LP	34.95K	—	$12.48M	0.0%	n/c	1	SEC ↗
93	Storebrand Asset Management As	31.69K	—	$11.32M	0.0%	n/c	1	SEC ↗
94	Asset Management One Co., Ltd.	30.23K	—	$11.07M	0.0%	n/c	1	SEC ↗
95	BNP Paribas Asset Management…	29.47K	—	$10.54M	0.0%	n/c	1	SEC ↗
96	Assenagon Asset Management S.A.	28.91K	—	$10.33M	0.0%	n/c	1	SEC ↗
97	Man Group plc	27.22K	—	$9.72M	0.0%	n/c	1	SEC ↗ ×2
98	Nomura Holdings Inc	26.13K	—	$9.33M	0.0%	n/c	1	SEC ↗ ×2
99	Nomura Asset Management Co Ltd	25.58K	—	$9.14M	0.0%	n/c	1	SEC ↗
100	AQR Capital Management ✦	23.45K	-16.8%	$8.37M	0.0%	▼ Trim	7	SEC ↗ ×5

"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.

Nuovi acquirenti

Norges Bank	$371.62M	0.0%
Adage Capital Partners	$14.29M	0.0%

Uscito

Nessuna uscita tracciata questo trimestre.

Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 759 detentori, 81.60M azioni, $24.06B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.

Frequentemente co-detenuti

Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.

MSFT159titolari condivisi GOOGL157titolari condivisi AMZN157titolari condivisi META156titolari condivisi NVDA156titolari condivisi

Transazioni insider

Acquisti sul mercato aperto (P)

Nessun acquisto insider sul mercato aperto nella nostra finestra di copertura.

Vendite sul mercato aperto (S)

Sep 11 Reeping Katharine

Officer · 440 az. · $153,049

Aug 27 Jambusaria Aneri

Officer · 308 az. · $110,067

Aug 20 Gates Greg

Officer · 4.12K az. · $1.46M

Assegnazioni, esercizi e ritenute fiscali non vengono mai conteggiati come acquisti o vendite in questa sede. Metodologia

Beneficial ownership

Aug 13 SC 13G — Janus Henderson Group Ltd.

Visualizza la dichiarazione SEC originale ↗

Aug 04 SC 13G — Boston Partners