LPL Financial Holdings Inc. - COM (LPLA)

Historical Holders from Q1 2014 to Q1 2025

Symbol
LPLA on Nasdaq
CUSIP
50212V100
Type / Class
Equity / COM
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
71.1M
Holdings value
$23.2B
% of all portfolios
0.028%
Grand Portfolio weight change
+0%
Number of holders
709
Number of buys
321
Number of sells
-316
Average Value change %
-0.01%
Average buys %
+0.005%
Average sells %
-0.016%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of LPL Financial Holdings Inc. - COM (LPLA)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 862K $281M +$2.22M $327.14 118
2024 Q4 71.1M $23.2B +$47.2M $326.51 709
2024 Q3 70.3M $16.4B -$263M $232.63 624
2024 Q2 72M $20.1B +$45.1M $279.30 660
2024 Q1 71.4M $18.9B -$39.9M $264.20 637
2023 Q4 71.1M $16.2B -$171M $227.62 603
2023 Q3 71M $16.9B +$33.2M $237.65 587
2023 Q2 70.7M $15.4B -$849M $217.43 575
2023 Q1 73.6M $14.9B -$447M $202.40 599
2022 Q4 76.2M $16.5B -$529M $216.17 614
2022 Q3 77.8M $17B -$583M $218.48 562
2022 Q2 81.2M $15B +$651M $184.48 518
2022 Q1 78.5M $14.3B +$247M $182.68 465
2021 Q4 76.3M $12.2B -$410M $160.09 420
2021 Q3 76.9M $12.1B +$143M $156.76 413
2021 Q2 76M $10.3B -$160M $134.98 410
2021 Q1 77.4M $11B +$245M $142.16 388
2020 Q4 77.4M $8.07B +$93.5M $104.22 356
2020 Q3 76.4M $5.85B +$5.35M $76.67 313
2020 Q2 76.2M $5.97B +$188M $78.40 325
2020 Q1 74.7M $4.06B -$210M $54.43 280
2019 Q4 76.4M $7.04B +$9.02M $92.25 327
2019 Q3 76.8M $6.28B -$147M $81.90 303
2019 Q2 78.3M $6.38B +$127M $81.57 309
2019 Q1 79.3M $5.51B +$1.29M $69.65 312
2018 Q4 79.2M $4.83B -$125M $61.08 268
2018 Q3 80.8M $5.21B -$178M $64.51 281
2018 Q2 83.5M $5.47B +$110M $65.54 282
2018 Q1 83.4M $5.1B +$3.16M $61.07 285
2017 Q4 83.7M $4.78B +$51.1M $57.14 235
2017 Q3 82.3M $4.24B +$75.3M $51.57 216
2017 Q2 81.8M $3.47B +$354M $42.46 190
2017 Q1 82.8M $3.3B +$103M $39.83 187
2016 Q4 83.4M $2.94B -$423M $35.21 180
2016 Q3 95.4M $2.85B +$62.1M $29.91 131
2016 Q2 94M $2.12B +$8.4M $22.53 140
2016 Q1 93.4M $2.32B -$413M $24.80 146
2015 Q4 102M $4.34B -$124M $42.65 159
2015 Q3 105M $4.16B +$36.5M $39.77 163
2015 Q2 106M $4.91B +$386M $46.49 177
2015 Q1 98M $4.3B +$277M $43.86 165
2014 Q4 91.7M $4.08B +$12.6M $44.55 155
2014 Q3 90.5M $4.17B -$27.1M $46.05 169
2014 Q2 91M $4.53B -$5.08M $49.74 177
2014 Q1 91M $4.78B +$13.6M $52.54 201