Effectdossier · gearchiveerd kwartaal
LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
159Gevolgde houders
+2Δ houders
65.30MGehouden aandelen
$23.33BGerapporteerde waarde
+3Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +1.3% ·
aandelenstroom -0.8% ·
netto nieuwe posities +1.9%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 25.58K | $8.05M | n/a | n/a |
| Q2 2026 | 155 | +6 | 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 | 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 |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 8.15M | -1.9% | $2.91B | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | Dodge & Cox ✦ | 3.95M | +18.6% | $1.41B | 0.8% | ▲ Add | 6 | SEC ↗ |
| 3 | Massachusetts Financial Services Co… | 3.72M | n/a | $1.33B | 0.4% | n/c | 1 | SEC ↗ ×6 |
| 4 | Kayne Anderson Rudnick Investment… | 2.30M | n/a | $820.97M | 2.2% | n/c | 1 | SEC ↗ ×3 |
| 5 | Lone Pine Capital ✦ | 2.07M | -8.0% | $741.11M | 5.4% | ▼ Trim | 7 | SEC ↗ |
| 6 | Principal Financial Group Inc | 1.93M | n/a | $690.95M | 0.4% | n/c | 1 | SEC ↗ ×4 |
| 7 | State Street Global Advisors ✦ (passief) | 1.84M | +0.8% | $658.31M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×17 |
| 9 | Wcm Investment Management, Llc | 1.72M | n/a | $619.30M | 1.3% | n/c | 1 | SEC ↗ |
| 10 | Alliancebernstein L.P. | 1.20M | n/a | $428.37M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 12 | Bank Of America Corp /De/ | 796.17K | n/a | $284.37M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 13 | Dimensional Fund Advisors Lp | 788.34K | n/a | $281.58M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 14 | Raymond James Financial Inc | 729.57K | n/a | $261.68M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 15 | Fidelity (FMR) ✦ | 664.98K | -40.7% | $237.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 16 | Td Asset Management Inc | 633.19K | n/a | $226.16M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 17 | UBS AM, a distinct business unit of… | 581.92K | n/a | $207.85M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 18 | Markel Group ✦ | 559.95K | +1.2% | $200.00M | 1.6% | ▲ Add | 7 | SEC ↗ ×2 |
| 19 | Northern Trust Corp | 515.46K | n/a | $184.11M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 20 | Invesco Ltd. | 514.69K | n/a | $183.83M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 21 | Third Point ✦ | 510.00K | -14.2% | $182.16M | 2.5% | ▼ Trim | 6 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 486.93K | n/a | $173.92M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 23 | American Century Companies Inc | 455.76K | n/a | $162.78M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Charles Schwab Investment… | 418.57K | n/a | $149.50M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Legal & General Group Plc | 368.30K | n/a | $131.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Caisse De Depot Et Placement Du… | 363.46K | n/a | $129.82M | 0.2% | n/c | 1 | SEC ↗ |
| 27 | Nomura Asset Management… | 328.93K | n/a | $117.48M | 0.2% | n/c | 1 | SEC ↗ |
| 28 | T. Rowe Price ✦ | 289.69K | +6.9% | $103.47M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 29 | Goldman Sachs Group ✦ | 279.49K | -2.1% | $99.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 30 | Truist Financial Corp | 206.34K | n/a | $73.70M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 31 | Deutsche Bank Ag\ | 188.10K | n/a | $67.18M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 32 | Stifel Financial Corp | 181.20K | n/a | $64.72M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 33 | Royal Bank Of Canada | 180.72K | n/a | $64.55M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 34 | Bamco Inc /Ny/ | 175.25K | n/a | $62.59M | 0.2% | n/c | 1 | SEC ↗ |
| 35 | Franklin Resources Inc | 161.77K | n/a | $57.78M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 36 | Ameriprise Financial Inc | 161.41K | n/a | $57.65M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 37 | California Public Employees… | 152.67K | n/a | $54.53M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Wellington Management ✦ | 148.45K | -7.3% | $53.02M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 39 | Northwestern Mutual Wealth… | 134.22K | n/a | $47.94M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Danske Bank A/S | 124.33K | n/a | $44.41M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 41 | California State Teachers… | 119.65K | n/a | $42.74M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Hsbc Holdings Plc | 116.82K | n/a | $41.77M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 43 | Renaissance Technologies ✦ | 114.06K | +38.1% | $40.74M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 44 | Sei Investments Co | 111.81K | n/a | $39.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Jennison Associates Llc | 111.67K | n/a | $39.88M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Victory Capital Management Inc | 104.45K | n/a | $37.31M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Rhumbline Advisers | 100.76K | n/a | $35.99M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Citigroup Inc | 99.16K | n/a | $35.42M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 49 | First Trust Advisors Lp | 98.53K | n/a | $35.19M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Barclays Plc | 88.79K | n/a | $31.71M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 51 | D. E. Shaw & Co. ✦ | 78.25K | +2.1% | $27.95M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 52 | Swedbank AB | 72.49K | n/a | $25.89M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | State Board Of Administration Of… | 72.20K | n/a | $25.79M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Aviva Plc | 66.94K | n/a | $23.91M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Royal London Asset Management Ltd | 64.92K | n/a | $23.19M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | State Of Wisconsin Investment Board | 43.99K | n/a | $15.71M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | New York State Common Retirement… | 43.64K | n/a | $15.59M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Adage Capital Partners ✦ | 40.00K | Nieuw | $14.29M | 0.0% | New | 1 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 35.30K | n/a | $12.61M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Asset Management One Co., Ltd. | 30.23K | n/a | $11.07M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Nomura Holdings Inc | 26.13K | n/a | $9.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 62 | Nomura Asset Management Co Ltd | 25.58K | n/a | $9.14M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 23.45K | -16.8% | $8.37M | 0.0% | ▼ Trim | 7 | SEC ↗ ×5 |
| 64 | Us Bancorp \De\ | 19.86K | n/a | $7.10M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 65 | Mml Investors Services, Llc | 18.85K | n/a | $6.73M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | PRIMECAP Management ✦ | 16.00K | 0.0% | $5.71M | 0.0% | Held | 7 | SEC ↗ |
| 67 | Toronto Dominion Bank | 13.03K | n/a | $4.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 68 | Commonwealth Equity Services, Llc | 10.06K | n/a | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Prudential Financial Inc | 9.68K | n/a | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Voya Investment Management Llc | 7.82K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 71 | Pnc Financial Services Group, Inc. | 7.71K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 72 | Credit Agricole S A | 6.74K | n/a | $2.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 73 | Mackenzie Financial Corp | 5.71K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Bank Of Nova Scotia | 5.67K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Blair William & Co/Il | 5.58K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Bank Of Montreal /Can/ | 5.13K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 77 | Manufacturers Life Insurance… | 4.92K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Mercer Global Advisors Inc /Adv | 4.53K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | National Bank Of Canada /Fi/ | 3.62K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 80 | CIBC Asset Management Inc | 3.56K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Federated Hermes, Inc. | 3.07K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 82 | Jones Financial Companies Lllp | 2.02K | n/a | $720,412 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 83 | Two Sigma Investments ✦ | 1.98K | -31.3% | $705,411 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 84 | Loomis Sayles & Co L P | 1.14K | n/a | $406,459 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 85 | FIL Ltd | 428 | n/a | $152,869 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Fifth Third Bancorp | 349 | n/a | $124,652 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Adage Capital Partners | $14.29M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
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.
Vaak gezamenlijk in bezit
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)
Sep 11
Reeping Katharine
Officer · 440 aand · $153,049
Aug 27
Jambusaria Aneri
Officer · 308 aand · $110,067
Aug 20
Gates Greg
Officer · 4.12K aand · $1.46M
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
Aug 13
SC 13G: Janus Henderson Group Ltd.
Aug 04
SC 13G: Boston Partners
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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