Ficha del valor
LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
155Tenedores rastreados
+7Δ titulares
57.43MAcciones mantenidas
$16.18BValor declarado
+11Nuevas posiciones
−4Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +4.7% ·
flujo de acciones -2.4% ·
nuevas posiciones netas +4.5%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 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 · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Dodge & Cox ✦ | 4.58M | +10.4% | $1.29B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 22 | Boston Partners | 4.25M | +2.9% | $1.20B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Boston Partners | 4.25M | +2.9% | $1.20B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Boston Partners | 4.25M | +2.9% | $1.20B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Boston Partners | 4.25M | +2.9% | $1.20B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Vanguard Capital Management Llc | 3.61M | +0.5% | $1.02B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Principal Financial Group Inc | 2.68M | +1.8% | $756.31M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 28 | Principal Financial Group Inc | 2.68M | +1.8% | $756.31M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 29 | Principal Financial Group Inc | 2.68M | +1.8% | $756.31M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 30 | Principal Financial Group Inc | 2.68M | +1.8% | $756.31M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 31 | Capital World Investors ✦ | 2.34M | +1.3% | $660.05M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 32 | State Street Global Advisors ✦ (pasivo) | 1.93M | +3.8% | $544.84M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 33 | Wcm Investment Management, Llc | 1.81M | +4.4% | $487.34M | 0.9% | ▲ Add | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 1.70M | +370.1% | $477.72M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 1.70M | +370.1% | $477.72M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 1.70M | +370.1% | $477.72M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 1.70M | +370.1% | $477.72M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 38 | Geode Capital Management ✦ (pasivo) | 1.50M | -5.8% | $422.04M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 39 | Geode Capital Management ✦ (pasivo) | 1.50M | -5.8% | $422.04M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 40 | Assenagon Asset Management S.A. | 1.49M | +8970.4% | $420.88M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 41 | Assenagon Asset Management S.A. | 1.49M | +8970.4% | $420.88M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 42 | Alliancebernstein L.P. | 1.39M | -11.8% | $416.88M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 43 | Massachusetts Financial Services Co… | 1.46M | -62.3% | $413.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 44 | Massachusetts Financial Services Co… | 1.46M | -62.3% | $413.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 45 | Massachusetts Financial Services Co… | 1.46M | -62.3% | $413.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 46 | Massachusetts Financial Services Co… | 1.46M | -62.3% | $413.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 47 | Massachusetts Financial Services Co… | 1.46M | -62.3% | $413.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 48 | Massachusetts Financial Services Co… | 1.46M | -62.3% | $413.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 49 | Kayne Anderson Rudnick Investment… | 1.43M | -14.6% | $404.08M | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 50 | Kayne Anderson Rudnick Investment… | 1.43M | -14.6% | $404.08M | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 51 | Kayne Anderson Rudnick Investment… | 1.43M | -14.6% | $404.08M | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 52 | Lone Pine Capital ✦ | 1.22M | -40.5% | $343.40M | 2.1% | ▼ Trim | 9 | SEC ↗ |
| 53 | Norges Bank ✦ (pasivo) | 1.05M | Nuevo | $297.04M | 0.0% | New | 1 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 981.39K | -24.4% | $276.44M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 981.39K | -24.4% | $276.44M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 981.39K | -24.4% | $276.44M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 981.39K | -24.4% | $276.44M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 981.39K | -24.4% | $276.44M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 59 | Marshall Wace ✦ | 975.63K | Nuevo | $274.81M | 0.2% | New | 1 | SEC ↗ |
| 60 | Marshall Wace ✦ | 975.63K | Nuevo | $274.81M | 0.2% | New | 1 | SEC ↗ |
| 61 | Marshall Wace ✦ | 975.63K | Nuevo | $274.81M | 0.2% | New | 1 | SEC ↗ |
| 62 | Marshall Wace ✦ | 975.63K | Nuevo | $274.81M | 0.2% | New | 1 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 72 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 74 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 75 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 76 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 77 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 78 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 79 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 80 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 81 | Dimensional Fund Advisors Lp | 820.60K | +0.5% | $231.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Dimensional Fund Advisors Lp | 820.60K | +0.5% | $231.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Dimensional Fund Advisors Lp | 820.60K | +0.5% | $231.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Dimensional Fund Advisors Lp | 820.60K | +0.5% | $231.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Dimensional Fund Advisors Lp | 820.60K | +0.5% | $231.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Bank Of America Corp /De/ | 815.66K | +1.5% | $229.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Bank Of America Corp /De/ | 815.66K | +1.5% | $229.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Bank Of America Corp /De/ | 815.66K | +1.5% | $229.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Bank Of America Corp /De/ | 815.66K | +1.5% | $229.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Bank Of America Corp /De/ | 815.66K | +1.5% | $229.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Bank Of America Corp /De/ | 815.66K | +1.5% | $229.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Raymond James Financial Inc | 645.37K | -3.1% | $181.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Raymond James Financial Inc | 645.37K | -3.1% | $181.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Raymond James Financial Inc | 645.37K | -3.1% | $181.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Raymond James Financial Inc | 645.37K | -3.1% | $181.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Raymond James Financial Inc | 645.37K | -3.1% | $181.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Raymond James Financial Inc | 645.37K | -3.1% | $181.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Citadel Advisors ✦ | 642.76K | -30.4% | $181.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 99 | Citadel Advisors ✦ | 642.76K | -30.4% | $181.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 100 | Jane Street Group, Llc | 642.48K | +551.5% | $180.97M | 0.1% | ▲ Add | 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
| Norges Bank | $297.04M | 0.0% |
| Marshall Wace | $274.81M | 0.2% |
| Marshall Wace | $274.81M | 0.2% |
| Marshall Wace | $274.81M | 0.2% |
| Marshall Wace | $274.81M | 0.2% |
Posición cerrada
| Federated Hermes, Inc. | $922,646 | era 0.0% |
| Canada Pension Plan… | $397,096 | era 0.0% |
| DZ BANK AG Deutsche Zentral… | $193,132 | era 0.0% |
| First Eagle Investment… | $1,805 | 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: Q2 2026 ·
Metodología ·
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