Wertpapierdatensatz · archiviertes Quartal
LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
151Erfasste Halter
-9Δ Inhaber
61.59MGehaltene Aktien
$18.62BGemeldeter Wert
+4Neue Positionen
−14Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.6% ·
Aktienfluss +3.1% ·
neue Nettopositionen -6.6%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | BlackRock ✦ (passiv) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Dodge & Cox ✦ | 4.15M | +5.0% | $1.25B | 0.7% | ▲ Add | 7 | SEC ↗ |
| 23 | Boston Partners | 4.13M | +16.4% | $1.24B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 24 | Boston Partners | 4.13M | +16.4% | $1.24B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 25 | Boston Partners | 4.13M | +16.4% | $1.24B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 26 | Boston Partners | 4.13M | +16.4% | $1.24B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 27 | Massachusetts Financial Services Co… | 3.87M | +4.0% | $1.17B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 28 | Massachusetts Financial Services Co… | 3.87M | +4.0% | $1.17B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 29 | Massachusetts Financial Services Co… | 3.87M | +4.0% | $1.17B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 30 | Massachusetts Financial Services Co… | 3.87M | +4.0% | $1.17B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 31 | Massachusetts Financial Services Co… | 3.87M | +4.0% | $1.17B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 32 | Massachusetts Financial Services Co… | 3.87M | +4.0% | $1.17B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 33 | Janus Henderson Group Plc | 3.67M | +8.6% | $1.10B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 34 | Janus Henderson Group Plc | 3.67M | +8.6% | $1.10B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 35 | Janus Henderson Group Plc | 3.67M | +8.6% | $1.10B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 36 | Janus Henderson Group Plc | 3.67M | +8.6% | $1.10B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 37 | Janus Henderson Group Plc | 3.67M | +8.6% | $1.10B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 38 | Janus Henderson Group Plc | 3.67M | +8.6% | $1.10B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 39 | Vanguard Capital Management Llc | 3.60M | — | $1.08B | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Principal Financial Group Inc | 2.64M | +36.3% | $793.16M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 41 | Principal Financial Group Inc | 2.64M | +36.3% | $793.16M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 42 | Principal Financial Group Inc | 2.64M | +36.3% | $793.16M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 43 | Principal Financial Group Inc | 2.64M | +36.3% | $793.16M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 44 | Capital World Investors ✦ | 2.31M | -36.2% | $695.65M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 45 | Lone Pine Capital ✦ | 2.05M | -1.2% | $616.69M | 4.9% | ▼ Trim | 8 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 1.57M | +31.1% | $561.47M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 47 | State Street Global Advisors ✦ (passiv) | 1.86M | +1.1% | $560.53M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 48 | Wcm Investment Management, Llc | 1.73M | +0.8% | $520.63M | 1.2% | ▲ Add | 2 | SEC ↗ |
| 49 | Kayne Anderson Rudnick Investment… | 1.68M | -26.9% | $505.42M | 1.5% | ▼ Trim | 2 | SEC ↗ |
| 50 | Kayne Anderson Rudnick Investment… | 1.68M | -26.9% | $505.42M | 1.5% | ▼ Trim | 2 | SEC ↗ |
| 51 | Kayne Anderson Rudnick Investment… | 1.68M | -26.9% | $505.42M | 1.5% | ▼ Trim | 2 | SEC ↗ |
| 52 | Geode Capital Management ✦ (passiv) | 1.59M | +2.6% | $478.51M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 53 | Geode Capital Management ✦ (passiv) | 1.59M | +2.6% | $478.51M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 1.30M | +95.2% | $390.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 1.30M | +95.2% | $390.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 1.30M | +95.2% | $390.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 1.30M | +95.2% | $390.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 1.30M | +95.2% | $390.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Citadel Advisors ✦ | 923.47K | +159.1% | $277.81M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 79 | Citadel Advisors ✦ | 923.47K | +159.1% | $277.81M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 80 | Millennium Management ✦ | 890.25K | +192.2% | $267.81M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 81 | Dimensional Fund Advisors Lp | 816.37K | +3.5% | $245.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 82 | Dimensional Fund Advisors Lp | 816.37K | +3.5% | $245.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 83 | Dimensional Fund Advisors Lp | 816.37K | +3.5% | $245.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 84 | Dimensional Fund Advisors Lp | 816.37K | +3.5% | $245.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 85 | Dimensional Fund Advisors Lp | 816.37K | +3.5% | $245.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 86 | Bank Of America Corp /De/ | 803.43K | +0.9% | $241.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Bank Of America Corp /De/ | 803.43K | +0.9% | $241.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Bank Of America Corp /De/ | 803.43K | +0.9% | $241.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Bank Of America Corp /De/ | 803.43K | +0.9% | $241.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Bank Of America Corp /De/ | 803.43K | +0.9% | $241.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Bank Of America Corp /De/ | 803.43K | +0.9% | $241.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Bank Of America Corp /De/ | 803.43K | +0.9% | $241.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | JPMorgan Chase ✦ | 790.73K | -34.0% | $237.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | JPMorgan Chase ✦ | 790.73K | -34.0% | $237.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | JPMorgan Chase ✦ | 790.73K | -34.0% | $237.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | JPMorgan Chase ✦ | 790.73K | -34.0% | $237.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | JPMorgan Chase ✦ | 790.73K | -34.0% | $237.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | JPMorgan Chase ✦ | 790.73K | -34.0% | $237.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | JPMorgan Chase ✦ | 790.73K | -34.0% | $237.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | JPMorgan Chase ✦ | 790.73K | -34.0% | $237.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Norges Bank | $371.62M | war 0.0% |
| Third Point | $182.16M | war 2.5% |
| Bridgewater Associates | $42.25M | war 0.2% |
| D. E. Shaw & Co. | $27.95M | war 0.0% |
| Nomura Holdings Inc | $9.33M | war 0.0% |
| Marshall Wace | $3.48M | war 0.0% |
| Focus Partners Wealth | $1.50M | war 0.0% |
| Rakuten Investment… | $1.27M | war 0.0% |
| Grantham, Mayo, Van Otterloo… | $1.25M | war 0.0% |
| Walleye Trading LLC | $1.15M | war 0.0% |
| Simplex Trading, Llc | $925,784 | war 0.0% |
| Two Sigma Investments | $705,411 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 759 Inhaber, 81.60M Anteile, $24.06B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Käufe auf dem offenen Markt (P)
Keine Insider-Käufe auf dem offenen Markt in unserem Erfassungszeitraum.
Verkäufe auf dem offenen Markt (S)
Aug 20
Gates Greg
Officer · 4.12K Ant. · $1.46M
Zuteilungen, Ausübungen und Steuereinbehalte werden hier nie als Käufe oder Verkäufe gezählt. Methodik
Aug 13
SC 13G — Janus Henderson Group Ltd.
Aug 04
SC 13G — Boston Partners
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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