Registro do valor mobiliário · trimestre arquivado

LPLA

LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets

320.96 -2.0% cap. de mercado $25.27B cotação com atraso (FMP) · em Oct 18 03:59 UTC · independente dos dados de arquivo abaixo

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024

151Detentores rastreados

-9Δ titulares

61.59MAções mantidas

$18.62BValor reportado

+4Novas posições

−14Saídas

Falling Pontuação de convicção 37/100 Como estes valores são calculados → Explicar isso no Research Desk →

Dados de momentum (gestores comparáveis): amplitude de detentores -5.6% · fluxo de ações +3.1% · novas posições líquidas -6.6% · fórmula
Acumulação concentrada: participações crescentes 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
Q3 2026	3	0	25.58K	$8.05M	n/a	n/a
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

Número de detentores

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 ↗ ×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 ✦ (passivo)	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 ✦ (passivo)	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	Novo	$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	Novo	$6.15M	0.0%	New	1	SEC ↗

"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.

Novos compradores

Alyeska Investment Group, L.P.	$46.76M	0.1%
Squarepoint Ops LLC	$6.15M	0.0%

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 propriedade compartilhada, não relações fundamentais.

META150titulares compartilhados GOOGL150titulares compartilhados MSFT150titulares compartilhados NVDA148titulares compartilhados V148titulares compartilhados

Transações de insiders

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

Participação beneficiária

Aug 13 SC 13G: Janus Henderson Group Ltd.

Ver filing original na SEC ↗

Aug 04 SC 13G: Boston Partners