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 ↗ |
| 2 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | BlackRock ✦ (passivo) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | BlackRock ✦ (passivo) | 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 ✦ (passivo) | 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 ✦ (passivo) | 1.50M | -5.8% | $422.04M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 39 | Geode Capital Management ✦ (passivo) | 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 ✦ (passivo) | 1.05M | Nuovo | $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 | Nuovo | $274.81M | 0.2% | New | 1 | SEC ↗ |
| 60 | Marshall Wace ✦ | 975.63K | Nuovo | $274.81M | 0.2% | New | 1 | SEC ↗ |
| 61 | Marshall Wace ✦ | 975.63K | Nuovo | $274.81M | 0.2% | New | 1 | SEC ↗ |
| 62 | Marshall Wace ✦ | 975.63K | Nuovo | $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 ↗ |
"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% |
| Marshall Wace | $274.81M | 0.2% |
| Marshall Wace | $274.81M | 0.2% |
| Marshall Wace | $274.81M | 0.2% |
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)
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 ·
Ottieni questo tramite l'API