Ficha del valor · trimestre archivado
LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
151Tenedores rastreados
-9Δ titulares
61.59MAcciones mantenidas
$18.62BValor declarado
+4Nuevas posiciones
−14Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -5.6% ·
flujo de acciones +3.1% ·
nuevas posiciones netas -6.6%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | BlackRock ✦ (pasivo) | 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 ✦ (pasivo) | 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 ✦ (pasivo) | 1.59M | +2.6% | $478.51M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 53 | Geode Capital Management ✦ (pasivo) | 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 ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Norges Bank | $371.62M | era 0.0% |
| Third Point | $182.16M | era 2.5% |
| Bridgewater Associates | $42.25M | era 0.2% |
| D. E. Shaw & Co. | $27.95M | era 0.0% |
| Nomura Holdings Inc | $9.33M | era 0.0% |
| Marshall Wace | $3.48M | era 0.0% |
| Focus Partners Wealth | $1.50M | era 0.0% |
| Rakuten Investment… | $1.27M | era 0.0% |
| Grantham, Mayo, Van Otterloo… | $1.25M | era 0.0% |
| Walleye Trading LLC | $1.15M | era 0.0% |
| Simplex Trading, Llc | $925,784 | era 0.0% |
| Two Sigma Investments | $705,411 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 759 tenedores, 81.60M acciones, $24.06B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Aug 20
Gates Greg
Officer · 4.12K acc. · $1.46M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Aug 13
SC 13G — Janus Henderson Group Ltd.
Aug 04
SC 13G — Boston Partners
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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