Registro do valor mobiliário · trimestre arquivado
LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
159Detentores rastreados
+2Δ titulares
65.30MAções mantidas
$23.33BValor reportado
+3Novas posições
−0Saídas
Dados de momentum (gestores comparáveis):
amplitude de detentores +1.3% ·
fluxo de ações -0.8% ·
novas posições líquidas +1.9%
· fórmula
Fragmentação de participação: mais detentores, participação agregada menor
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q4 2025
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| 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 |
Quem detém · Q4 2025
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 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 | n/a | $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 | n/a | $1.27B | 1.3% | n/c | 1 | SEC ↗ ×4 |
| 7 | Janus Henderson Group Plc | 3.38M | n/a | $1.21B | 0.5% | n/c | 1 | SEC ↗ ×6 |
| 8 | Kayne Anderson Rudnick Investment… | 2.30M | n/a | $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 | n/a | $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 | n/a | $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 | n/a | $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 | Novo | $371.62M | 0.0% | New | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 796.17K | n/a | $284.37M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 19 | Dimensional Fund Advisors Lp | 788.34K | n/a | $281.58M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 20 | Raymond James Financial Inc | 729.57K | n/a | $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 | n/a | $226.16M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 23 | UBS AM, a distinct business unit of… | 581.92K | n/a | $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 | n/a | $184.11M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 26 | Invesco Ltd. | 514.69K | n/a | $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 | n/a | $173.92M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 29 | American Century Companies Inc | 455.76K | n/a | $162.78M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | UBS Group AG | 428.75K | n/a | $153.14M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 31 | Charles Schwab Investment… | 418.57K | n/a | $149.50M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Legal & General Group Plc | 368.30K | n/a | $131.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Bank of New York Mellon Corp | 365.38K | n/a | $130.50M | 0.0% | n/c | 1 | SEC ↗ ×17 |
| 34 | Caisse De Depot Et Placement Du… | 363.46K | n/a | $129.82M | 0.2% | n/c | 1 | SEC ↗ |
| 35 | Holocene Advisors, LP | 362.36K | n/a | $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 | n/a | $126.06M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Nomura Asset Management… | 328.93K | n/a | $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 | n/a | $73.70M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 43 | Deutsche Bank Ag\ | 188.10K | n/a | $67.18M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 44 | Stifel Financial Corp | 181.20K | n/a | $64.72M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 45 | Royal Bank Of Canada | 180.72K | n/a | $64.55M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 46 | Sumitomo Mitsui Trust Group, Inc. | 176.48K | n/a | $63.03M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bamco Inc /Ny/ | 175.25K | n/a | $62.59M | 0.2% | n/c | 1 | SEC ↗ |
| 48 | Amundi | 170.75K | n/a | $60.99M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Franklin Resources Inc | 161.77K | n/a | $57.78M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 50 | Ameriprise Financial Inc | 161.41K | n/a | $57.65M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 51 | Nuveen, LLC | 159.60K | n/a | $57.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 52 | California Public Employees… | 152.67K | n/a | $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 | n/a | $48.09M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Northwestern Mutual Wealth… | 134.22K | n/a | $47.94M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Allspring Global Investments… | 124.73K | n/a | $45.11M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 57 | National Pension Service | 126.03K | n/a | $45.01M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Danske Bank A/S | 124.33K | n/a | $44.41M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 59 | California State Teachers… | 119.65K | n/a | $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 | n/a | $41.77M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 62 | PFA Pension, Forsikringsaktieselskab | 114.85K | n/a | $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 | n/a | $39.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Jennison Associates Llc | 111.67K | n/a | $39.88M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Ensign Peak Advisors, Inc | 109.88K | n/a | $39.25M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Victory Capital Management Inc | 104.45K | n/a | $37.31M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Rhumbline Advisers | 100.76K | n/a | $35.99M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Citigroup Inc | 99.16K | n/a | $35.42M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 70 | First Trust Advisors Lp | 98.53K | n/a | $35.19M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Aberdeen Group plc | 97.43K | n/a | $34.80M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 72 | Barclays Plc | 88.79K | n/a | $31.71M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 73 | Mitsubishi UFJ Asset Management… | 77.99K | n/a | $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 | n/a | $25.89M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | State Board Of Administration Of… | 72.20K | n/a | $25.79M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Aviva Plc | 66.94K | n/a | $23.91M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Royal London Asset Management Ltd | 64.92K | n/a | $23.19M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Corient Private Wealth LP | 63.83K | n/a | $22.60M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 80 | Russell Investments Group, Ltd. | 59.13K | n/a | $21.14M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 81 | Korea Investment CORP | 56.71K | n/a | $20.26M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Pictet Asset Management Holding SA | 44.46K | n/a | $15.88M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | State Of Wisconsin Investment Board | 43.99K | n/a | $15.71M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | New York State Common Retirement… | 43.64K | n/a | $15.59M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Susquehanna International Group, Llp | 42.69K | n/a | $15.25M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Universal- Beteiligungs- und… | 42.59K | n/a | $15.19M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Adage Capital Partners ✦ | 40.00K | Novo | $14.29M | 0.0% | New | 1 | SEC ↗ |
| 88 | Zurcher Kantonalbank (Zurich… | 37.80K | n/a | $13.50M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Captrust Financial Advisors | 36.69K | n/a | $13.10M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Mitsubishi UFJ Trust & Banking Corp | 35.75K | n/a | $12.77M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bnp Paribas Financial Markets | 35.30K | n/a | $12.61M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Quantinno Capital Management LP | 34.95K | n/a | $12.48M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Storebrand Asset Management As | 31.69K | n/a | $11.32M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Asset Management One Co., Ltd. | 30.23K | n/a | $11.07M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | BNP Paribas Asset Management… | 29.47K | n/a | $10.54M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Assenagon Asset Management S.A. | 28.91K | n/a | $10.33M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Man Group plc | 27.22K | n/a | $9.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 98 | Nomura Holdings Inc | 26.13K | n/a | $9.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 99 | Nomura Asset Management Co Ltd | 25.58K | n/a | $9.14M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | AQR Capital Management ✦ | 23.45K | -16.8% | $8.37M | 0.0% | ▼ Trim | 7 | SEC ↗ ×5 |
"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.
Novos compradores
| Norges Bank | $371.62M | 0.0% |
| Adage Capital Partners | $14.29M | 0.0% |
Encerrado
| Nenhuma saída rastreada neste trimestre. |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 759 detentores, 81.60M ações, $24.06B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.
Compras no mercado aberto (P)
Nenhuma compra direta no mercado por insiders em nossa janela de cobertura.
Vendas no mercado aberto (S)
Sep 11
Reeping Katharine
Officer · 440 ações · $153,049
Aug 27
Jambusaria Aneri
Officer · 308 ações · $110,067
Aug 20
Gates Greg
Officer · 4.12K ações · $1.46M
Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia
Aug 13
SC 13G: Janus Henderson Group Ltd.
Aug 04
SC 13G: Boston Partners
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q4 2025 ·
Metodologia ·
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