Scheda del titolo
LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
155Holder monitorati
+6Δ titolari
57.43MQuote detenute
$16.18BValore dichiarato
+11Nuove posizioni
−4Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +4.0% ·
flusso azionario -2.4% ·
nuove posizioni nette +4.5%
— formula
Frammentazione della proprietà — più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 | — | — |
Chi lo detiene · Q2 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ ×20 |
| 2 | Dodge & Cox ✦ | 4.58M | +10.4% | $1.29B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 3 | Boston Partners | 4.25M | +2.9% | $1.20B | 1.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Vanguard Capital Management Llc | 3.61M | +0.5% | $1.02B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Principal Financial Group Inc | 2.68M | +1.8% | $756.31M | 0.4% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Capital World Investors ✦ | 2.34M | +1.3% | $660.05M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passivo) | 1.93M | +3.8% | $544.84M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 8 | Wcm Investment Management, Llc | 1.81M | +4.4% | $487.34M | 0.9% | ▲ Add | 3 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 1.70M | +370.1% | $477.72M | 0.1% | ▲ Add | 4 | SEC ↗ ×4 |
| 10 | Geode Capital Management ✦ (passivo) | 1.50M | -5.8% | $422.04M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 11 | Assenagon Asset Management S.A. | 1.49M | +8970.4% | $420.88M | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Alliancebernstein L.P. | 1.39M | -11.8% | $416.88M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | Massachusetts Financial Services Co… | 1.46M | -62.3% | $413.83M | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 14 | Kayne Anderson Rudnick Investment… | 1.43M | -14.6% | $404.08M | 1.3% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Lone Pine Capital ✦ | 1.22M | -40.5% | $343.40M | 2.1% | ▼ Trim | 9 | SEC ↗ |
| 16 | Norges Bank ✦ (passivo) | 1.05M | Nuovo | $297.04M | 0.0% | New | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 981.39K | -24.4% | $276.44M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 18 | Marshall Wace ✦ | 975.63K | Nuovo | $274.81M | 0.2% | New | 1 | SEC ↗ ×4 |
| 19 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ ×18 |
| 20 | Dimensional Fund Advisors Lp | 820.60K | +0.5% | $231.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 21 | Bank Of America Corp /De/ | 815.66K | +1.5% | $229.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 22 | Raymond James Financial Inc | 645.37K | -3.1% | $181.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 23 | Citadel Advisors ✦ | 642.76K | -30.4% | $181.05M | 0.1% | ▼ Trim | 4 | SEC ↗ ×2 |
| 24 | Jane Street Group, Llc | 642.48K | +551.5% | $180.97M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | UBS AM, a distinct business unit of… | 578.03K | -2.3% | $162.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×12 |
| 26 | Markel Group ✦ | 559.95K | 0.0% | $157.73M | 1.2% | Held | 9 | SEC ↗ ×2 |
| 27 | UBS Group AG | 540.25K | -17.4% | $152.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 28 | T. Rowe Price ✦ | 539.92K | +8.3% | $152.09M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 29 | Northern Trust Corp | 508.63K | -3.2% | $143.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 30 | Point72 Asset Management ✦ | 507.35K | +901.8% | $142.91M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 31 | Charles Schwab Investment… | 481.37K | +9.3% | $135.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Holocene Advisors, LP | 462.48K | +10.7% | $130.27M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 33 | Td Asset Management Inc | 461.37K | -16.7% | $129.96M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 448.36K | +888.5% | $126.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | Victory Capital Management Inc | 443.43K | +9.3% | $124.91M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 36 | Wells Fargo & Company/Mn | 387.22K | -8.0% | $109.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 37 | JPMorgan Chase ✦ | 392.56K | -50.4% | $105.69M | 0.0% | ▼ Trim | 4 | SEC ↗ ×16 |
| 38 | Bank of New York Mellon Corp | 350.26K | -8.8% | $98.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×16 |
| 39 | Qube Research & Technologies Ltd | 344.50K | Nuovo | $97.04M | 0.1% | New | 1 | SEC ↗ |
| 40 | Envestnet Asset Management Inc | 290.12K | -13.8% | $81.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Adage Capital Partners ✦ | 289.00K | +351.6% | $81.41M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 42 | Legal & General Group Plc | 283.46K | -1.3% | $79.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 43 | American Century Companies Inc | 282.64K | -42.1% | $79.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 252.97K | +133.8% | $71.26M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 45 | Caisse De Depot Et Placement Du… | 231.87K | -36.4% | $65.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 46 | Millennium Management ✦ | 206.16K | -76.8% | $58.07M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 47 | Nuveen, LLC | 205.38K | +23.9% | $57.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 48 | Deutsche Bank Ag\ | 201.84K | +20.4% | $56.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 49 | Sumitomo Mitsui Trust Group, Inc. | 167.65K | +0.1% | $47.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Amundi | 164.40K | +30.7% | $46.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 51 | Stifel Financial Corp | 162.53K | -1.2% | $45.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 52 | Balyasny Asset Management L.P. | 161.64K | Nuovo | $45.53M | 0.1% | New | 1 | SEC ↗ |
| 53 | National Pension Service | 161.31K | +14.8% | $45.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Alyeska Investment Group, L.P. | 155.02K | -0.3% | $43.67M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 55 | Renaissance Technologies ✦ | 151.66K | +25.8% | $42.72M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 56 | LPL Financial LLC | 146.21K | +2.9% | $41.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Barclays Plc | 143.70K | +55.2% | $40.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 58 | Franklin Resources Inc | 134.65K | -66.5% | $37.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 59 | Ameriprise Financial Inc | 124.82K | -52.9% | $35.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 60 | Bamco Inc /Ny/ | 114.22K | -6.2% | $32.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Toronto Dominion Bank | 111.34K | +927.5% | $31.36M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 62 | California Public Employees… | 107.38K | -25.1% | $30.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Invesco Ltd. | 106.65K | -69.4% | $30.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 64 | Danske Bank A/S | 97.36K | -2.3% | $27.42M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 65 | Sei Investments Co | 97.06K | -23.4% | $27.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 66 | Mitsubishi UFJ Asset Management… | 95.36K | +11.0% | $26.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Rhumbline Advisers | 92.50K | -8.5% | $26.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Ensign Peak Advisors, Inc | 86.04K | +18.1% | $24.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Royal Bank Of Canada | 84.26K | -46.6% | $23.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 70 | Wellington Management ✦ | 77.87K | -45.2% | $21.93M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 71 | Aberdeen Group plc | 75.86K | -22.9% | $21.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 72 | Russell Investments Group, Ltd. | 75.79K | +33.8% | $21.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 73 | Nomura Asset Management… | 71.15K | -78.4% | $20.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | State Board Of Administration Of… | 70.28K | -2.3% | $19.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Hsbc Holdings Plc | 70.36K | +60.6% | $19.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 76 | Aviva Plc | 69.32K | +0.7% | $19.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Healthcare Of Ontario Pension Plan… | 66.00K | Nuovo | $18.59M | 0.0% | New | 1 | SEC ↗ |
| 78 | Citigroup Inc | 65.40K | -49.1% | $18.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 79 | Royal London Asset Management Ltd | 63.71K | -1.9% | $17.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Voya Investment Management Llc | 54.95K | -83.3% | $15.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 81 | Jennison Associates Llc | 53.97K | -60.1% | $15.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | State Of Wisconsin Investment Board | 50.50K | -9.1% | $14.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Truist Financial Corp | 50.28K | -75.4% | $14.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 84 | Schroder Investment Management Group | 47.09K | +1573.0% | $13.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 85 | Quantinno Capital Management LP | 43.84K | -5.8% | $12.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Universal- Beteiligungs- und… | 43.56K | -3.8% | $12.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | New York State Common Retirement… | 40.44K | -7.3% | $11.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Pictet Asset Management Holding SA | 39.49K | -0.8% | $11.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Korea Investment CORP | 36.81K | +17.9% | $10.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Mitsubishi UFJ Trust & Banking Corp | 35.65K | +3.5% | $10.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Zurcher Kantonalbank (Zurich… | 35.40K | -4.0% | $9.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Man Group plc | 35.15K | +197.4% | $9.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 93 | AQR Capital Management ✦ | 34.50K | +4.8% | $9.65M | 0.0% | ▲ Add | 9 | SEC ↗ ×6 |
| 94 | Corient Private Wealth LP | 30.81K | -5.4% | $8.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Asset Management One Co., Ltd. | 30.18K | +2.0% | $8.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Swedbank AB | 26.56K | -54.5% | $7.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 97 | First Trust Advisors Lp | 25.72K | -72.5% | $7.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Nomura Asset Management Co Ltd | 25.62K | -0.5% | $7.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Captrust Financial Advisors | 23.57K | -29.0% | $6.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Storebrand Asset Management As | 21.68K | -1.2% | $6.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Norges Bank | $297.04M | 0.0% |
| Marshall Wace | $274.81M | 0.2% |
| Qube Research & Technologies… | $97.04M | 0.1% |
| Balyasny Asset Management L.P. | $45.53M | 0.1% |
| Healthcare Of Ontario Pension… | $18.59M | 0.0% |
Uscito
| 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% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 759 detentori, 81.60M azioni, $24.06B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Acquisti sul mercato aperto (P)
Nessun acquisto insider sul mercato aperto nella nostra finestra di copertura.
Vendite sul mercato aperto (S)
Sep 11
Reeping Katharine
Officer · 440 az. · $153,049
Aug 27
Jambusaria Aneri
Officer · 308 az. · $110,067
Aug 20
Gates Greg
Officer · 4.12K az. · $1.46M
Assegnazioni, esercizi e ritenute fiscali non vengono mai conteggiati come acquisti o vendite in questa sede. Metodologia
Aug 13
SC 13G — Janus Henderson Group Ltd.
Aug 04
SC 13G — Boston Partners
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q2 2026 ·
Metodologia ·
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