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: acciones en aumento 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 |
|---|---|---|---|---|---|---|
| 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 |
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 ↗ ×21 |
| 2 | Dodge & Cox ✦ | 4.15M | +5.0% | $1.25B | 0.7% | ▲ Add | 7 | SEC ↗ |
| 3 | Boston Partners | 4.13M | +16.4% | $1.24B | 1.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Massachusetts Financial Services Co… | 3.87M | +4.0% | $1.17B | 0.4% | ▲ Add | 2 | SEC ↗ ×6 |
| 5 | Janus Henderson Group Plc | 3.67M | +8.6% | $1.10B | 0.5% | ▲ Add | 2 | SEC ↗ ×6 |
| 6 | Vanguard Capital Management Llc | 3.60M | n/a | $1.08B | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Principal Financial Group Inc | 2.64M | +36.3% | $793.16M | 0.4% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Capital World Investors ✦ | 2.31M | -36.2% | $695.65M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 9 | Lone Pine Capital ✦ | 2.05M | -1.2% | $616.69M | 4.9% | ▼ Trim | 8 | SEC ↗ |
| 10 | Alliancebernstein L.P. | 1.57M | +31.1% | $561.47M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (pasivo) | 1.86M | +1.1% | $560.53M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Wcm Investment Management, Llc | 1.73M | +0.8% | $520.63M | 1.2% | ▲ Add | 2 | SEC ↗ |
| 13 | Kayne Anderson Rudnick Investment… | 1.68M | -26.9% | $505.42M | 1.5% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Geode Capital Management ✦ (pasivo) | 1.59M | +2.6% | $478.51M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 15 | Fidelity (FMR) ✦ | 1.30M | +95.2% | $390.38M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 16 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×19 |
| 17 | Citadel Advisors ✦ | 923.47K | +159.1% | $277.81M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Millennium Management ✦ | 890.25K | +192.2% | $267.81M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 816.37K | +3.5% | $245.60M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 20 | Bank Of America Corp /De/ | 803.43K | +0.9% | $241.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 21 | JPMorgan Chase ✦ | 790.73K | -34.0% | $237.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×16 |
| 22 | Raymond James Financial Inc | 666.07K | -8.7% | $200.11M | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 23 | UBS Group AG | 653.88K | +52.5% | $196.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 24 | UBS AM, a distinct business unit of… | 591.67K | +1.7% | $177.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 25 | Markel Group ✦ | 559.95K | 0.0% | $168.45M | 1.4% | Held | 8 | SEC ↗ ×2 |
| 26 | Td Asset Management Inc | 554.13K | -12.5% | $166.70M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Northern Trust Corp | 525.45K | +1.9% | $158.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 28 | T. Rowe Price ✦ | 498.62K | +72.1% | $150.00M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 29 | American Century Companies Inc | 487.79K | +7.0% | $146.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Charles Schwab Investment… | 440.46K | +5.2% | $132.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 420.69K | -13.6% | $126.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 32 | Holocene Advisors, LP | 417.65K | +15.3% | $125.64M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 33 | Victory Capital Management Inc | 405.81K | +288.5% | $122.08M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 34 | Franklin Resources Inc | 402.01K | +148.5% | $120.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 35 | Bank of New York Mellon Corp | 383.84K | +5.0% | $115.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×17 |
| 36 | Caisse De Depot Et Placement Du… | 364.76K | +0.4% | $109.73M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 360.81K | +29.1% | $108.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 38 | Invesco Ltd. | 349.01K | -32.2% | $104.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 39 | Envestnet Asset Management Inc | 336.76K | -4.6% | $101.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Nomura Asset Management… | 328.87K | 0.0% | $98.94M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 41 | Voya Investment Management Llc | 329.27K | +4113.3% | $98.76M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Legal & General Group Plc | 287.07K | -22.1% | $86.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 43 | Ameriprise Financial Inc | 264.73K | +64.0% | $79.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 44 | Truist Financial Corp | 204.25K | -1.0% | $61.44M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | Deutsche Bank Ag\ | 167.68K | -10.9% | $50.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 46 | Sumitomo Mitsui Trust Group, Inc. | 167.53K | -5.1% | $50.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Nuveen, LLC | 165.82K | +3.9% | $49.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 48 | Stifel Financial Corp | 164.56K | -9.2% | $49.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 49 | Royal Bank Of Canada | 157.83K | -12.7% | $47.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 50 | Alyeska Investment Group, L.P. | 155.44K | Nuevo | $46.76M | 0.1% | New | 1 | SEC ↗ |
| 51 | California Public Employees… | 143.29K | -6.1% | $43.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Wellington Management ✦ | 142.14K | -4.2% | $42.76M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 53 | LPL Financial LLC | 142.12K | +5.5% | $42.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | National Pension Service | 140.55K | +11.5% | $42.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Jennison Associates Llc | 135.22K | +21.1% | $40.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Citigroup Inc | 128.60K | +29.7% | $38.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 57 | Neuberger Berman Group LLC | 127.42K | +2370.8% | $38.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Sei Investments Co | 126.77K | +13.4% | $38.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 59 | Amundi | 125.78K | -26.3% | $37.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 60 | Bamco Inc /Ny/ | 121.78K | -30.5% | $36.63M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 61 | Renaissance Technologies ✦ | 120.54K | +5.7% | $36.26M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 62 | California State Teachers… | 117.38K | -1.9% | $35.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | PFA Pension, Forsikringsaktieselskab | 114.85K | 0.0% | $34.55M | 0.1% | Held | 2 | SEC ↗ |
| 64 | Susquehanna International Group, Llp | 108.19K | +153.5% | $32.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 65 | Rhumbline Advisers | 101.06K | +0.3% | $30.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Danske Bank A/S | 99.64K | -19.9% | $29.97M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 67 | Jane Street Group, Llc | 98.61K | +2481.5% | $29.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 68 | Aberdeen Group plc | 98.44K | +1.0% | $29.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 69 | First Trust Advisors Lp | 93.55K | -5.0% | $28.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Barclays Plc | 92.60K | +4.3% | $27.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 71 | Mitsubishi UFJ Asset Management… | 85.93K | +10.2% | $25.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Ensign Peak Advisors, Inc | 72.86K | -33.7% | $21.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | State Board Of Administration Of… | 71.94K | -0.3% | $21.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Aviva Plc | 68.82K | +2.8% | $20.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Royal London Asset Management Ltd | 64.97K | +0.1% | $19.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | TD Waterhouse Canada Inc. | 67.39K | +204115.1% | $19.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 77 | Adage Capital Partners ✦ | 64.00K | +60.0% | $19.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Swedbank AB | 58.35K | -19.5% | $17.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Russell Investments Group, Ltd. | 56.63K | -4.2% | $17.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 80 | State Of Wisconsin Investment Board | 55.55K | +26.3% | $16.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Point72 Asset Management ✦ | 50.64K | +169.7% | $15.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Quantinno Capital Management LP | 46.52K | +33.1% | $13.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Bnp Paribas Financial Markets | 45.36K | +28.5% | $13.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Universal- Beteiligungs- und… | 45.28K | +6.3% | $13.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Hsbc Holdings Plc | 43.80K | -62.5% | $13.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 86 | New York State Common Retirement… | 43.64K | 0.0% | $13.13M | 0.0% | Held | 2 | SEC ↗ |
| 87 | Pictet Asset Management Holding SA | 39.83K | -10.4% | $11.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Zurcher Kantonalbank (Zurich… | 36.85K | -2.5% | $11.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | BNP Paribas Asset Management… | 34.99K | +18.8% | $10.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Mitsubishi UFJ Trust & Banking Corp | 34.43K | -3.7% | $10.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Captrust Financial Advisors | 33.17K | -9.6% | $9.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | AQR Capital Management ✦ | 32.92K | +40.4% | $9.90M | 0.0% | ▲ Add | 8 | SEC ↗ ×6 |
| 93 | Corient Private Wealth LP | 32.56K | -49.0% | $9.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 94 | Korea Investment CORP | 31.21K | -45.0% | $9.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Asset Management One Co., Ltd. | 29.58K | -2.2% | $8.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Nomura Asset Management Co Ltd | 25.76K | +0.7% | $7.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Nordea Investment Management Ab | 23.50K | +192.7% | $7.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Storebrand Asset Management As | 21.95K | -30.7% | $6.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Jones Financial Companies Lllp | 20.92K | +937.3% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 100 | Squarepoint Ops LLC | 20.46K | Nuevo | $6.15M | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Alyeska Investment Group, L.P. | $46.76M | 0.1% |
| Squarepoint Ops LLC | $6.15M | 0.0% |
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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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)
Sep 11
Reeping Katharine
Officer · 440 acc. · $153,049
Aug 27
Jambusaria Aneri
Officer · 308 acc. · $110,067
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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