Registro do valor mobiliário · trimestre arquivado
LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
151Detentores rastreados
-9Δ titulares
61.59MAções mantidas
$18.62BValor reportado
+4Novas posições
−14Saídas
Dados de momentum (gestores comparáveis):
amplitude de detentores -5.6% ·
fluxo de ações +3.1% ·
novas posições líquidas -6.6%
— fórmula
Acumulação concentrada — aumento de ações entre um número menor de detentores
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q1 2026
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quem detém · Q1 2026
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | BlackRock ✦ (passivo) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | BlackRock ✦ (passivo) | 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 ✦ (passivo) | 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 ✦ (passivo) | 1.59M | +2.6% | $478.51M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 53 | Geode Capital Management ✦ (passivo) | 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 ↗ |
"Peso do gestor" = a participação da posição no valor total de ações 13F reportado pelo gestor — a medida de convicção. ✦ = gestor curado.
Novos compradores
| Nenhum novo comprador rastreado neste trimestre. |
Encerrado
| 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 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 participação 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)
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: Q1 2026 ·
Metodologia ·
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