Scheda del titolo · trimestre archiviato
LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
159Holder monitorati
+2Δ titolari
65.30MQuote detenute
$23.33BValore dichiarato
+3Nuove posizioni
−0Uscite
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 | 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 | — | — |
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 ↗ |
| 2 | The Vanguard Group ✦ (passivo) | 8.15M | -1.9% | $2.91B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passivo) | 8.15M | -1.9% | $2.91B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passivo) | 8.15M | -1.9% | $2.91B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passivo) | 8.15M | -1.9% | $2.91B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passivo) | 8.15M | -1.9% | $2.91B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | BlackRock ✦ (passivo) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Dodge & Cox ✦ | 3.95M | +18.6% | $1.41B | 0.8% | ▲ Add | 6 | SEC ↗ |
| 29 | Massachusetts Financial Services Co… | 3.72M | — | $1.33B | 0.4% | n/c | 1 | SEC ↗ |
| 30 | Massachusetts Financial Services Co… | 3.72M | — | $1.33B | 0.4% | n/c | 1 | SEC ↗ |
| 31 | Massachusetts Financial Services Co… | 3.72M | — | $1.33B | 0.4% | n/c | 1 | SEC ↗ |
| 32 | Massachusetts Financial Services Co… | 3.72M | — | $1.33B | 0.4% | n/c | 1 | SEC ↗ |
| 33 | Massachusetts Financial Services Co… | 3.72M | — | $1.33B | 0.4% | n/c | 1 | SEC ↗ |
| 34 | Massachusetts Financial Services Co… | 3.72M | — | $1.33B | 0.4% | n/c | 1 | SEC ↗ |
| 35 | Capital World Investors ✦ | 3.63M | +37.9% | $1.29B | 0.2% | ▲ Add | 7 | SEC ↗ |
| 36 | Boston Partners | 3.55M | — | $1.27B | 1.3% | n/c | 1 | SEC ↗ |
| 37 | Boston Partners | 3.55M | — | $1.27B | 1.3% | n/c | 1 | SEC ↗ |
| 38 | Boston Partners | 3.55M | — | $1.27B | 1.3% | n/c | 1 | SEC ↗ |
| 39 | Boston Partners | 3.55M | — | $1.27B | 1.3% | n/c | 1 | SEC ↗ |
| 40 | Janus Henderson Group Plc | 3.38M | — | $1.21B | 0.5% | n/c | 1 | SEC ↗ |
| 41 | Janus Henderson Group Plc | 3.38M | — | $1.21B | 0.5% | n/c | 1 | SEC ↗ |
| 42 | Janus Henderson Group Plc | 3.38M | — | $1.21B | 0.5% | n/c | 1 | SEC ↗ |
| 43 | Janus Henderson Group Plc | 3.38M | — | $1.21B | 0.5% | n/c | 1 | SEC ↗ |
| 44 | Janus Henderson Group Plc | 3.38M | — | $1.21B | 0.5% | n/c | 1 | SEC ↗ |
| 45 | Janus Henderson Group Plc | 3.38M | — | $1.21B | 0.5% | n/c | 1 | SEC ↗ |
| 46 | Kayne Anderson Rudnick Investment… | 2.30M | — | $820.97M | 2.2% | n/c | 1 | SEC ↗ |
| 47 | Kayne Anderson Rudnick Investment… | 2.30M | — | $820.97M | 2.2% | n/c | 1 | SEC ↗ |
| 48 | Kayne Anderson Rudnick Investment… | 2.30M | — | $820.97M | 2.2% | n/c | 1 | SEC ↗ |
| 49 | Lone Pine Capital ✦ | 2.07M | -8.0% | $741.11M | 5.4% | ▼ Trim | 7 | SEC ↗ |
| 50 | Principal Financial Group Inc | 1.93M | — | $690.95M | 0.4% | n/c | 1 | SEC ↗ |
| 51 | Principal Financial Group Inc | 1.93M | — | $690.95M | 0.4% | n/c | 1 | SEC ↗ |
| 52 | Principal Financial Group Inc | 1.93M | — | $690.95M | 0.4% | n/c | 1 | SEC ↗ |
| 53 | Principal Financial Group Inc | 1.93M | — | $690.95M | 0.4% | n/c | 1 | SEC ↗ |
| 54 | State Street Global Advisors ✦ (passivo) | 1.84M | +0.8% | $658.31M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Wcm Investment Management, Llc | 1.72M | — | $619.30M | 1.3% | n/c | 1 | SEC ↗ |
| 73 | Geode Capital Management ✦ (passivo) | 1.55M | +0.8% | $553.86M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 74 | Geode Capital Management ✦ (passivo) | 1.55M | +0.8% | $553.86M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 75 | Alliancebernstein L.P. | 1.20M | — | $428.37M | 0.1% | n/c | 1 | SEC ↗ |
| 76 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Norges Bank ✦ (passivo) | 1.04M | Nuovo | $371.62M | 0.0% | New | 1 | SEC ↗ |
| 92 | Bank Of America Corp /De/ | 796.17K | — | $284.37M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Bank Of America Corp /De/ | 796.17K | — | $284.37M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Bank Of America Corp /De/ | 796.17K | — | $284.37M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Bank Of America Corp /De/ | 796.17K | — | $284.37M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Bank Of America Corp /De/ | 796.17K | — | $284.37M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Bank Of America Corp /De/ | 796.17K | — | $284.37M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Bank Of America Corp /De/ | 796.17K | — | $284.37M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Bank Of America Corp /De/ | 796.17K | — | $284.37M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Dimensional Fund Advisors Lp | 788.34K | — | $281.58M | 0.1% | n/c | 1 | SEC ↗ |
"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% |
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.
Acquisti sul mercato aperto (P)
Nessun acquisto insider sul mercato aperto nella nostra finestra di copertura.
Vendite sul mercato aperto (S)
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
Aug 13
SC 13G — Janus Henderson Group Ltd.
Aug 04
SC 13G — Boston Partners
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q4 2025 ·
Metodologia ·
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