LPL Financial Holdings Inc. - Common Stock (LPLA)

Q2 2024 13F Holders as of 6/30/2024

Type / Class
Equity / Common Stock
Shares outstanding
80M
Number of holders
660
Total 13F shares, excl. options
72M
Shares change
+123K
Total reported value, excl. options
$20.1B
Value change
+$45.1M
Put/Call ratio
1.22
Number of buys
347
Number of sells
-268
Price
$279.30

Significant Holders of LPL Financial Holdings Inc. - Common Stock (LPLA) as of Q2 2024

739 filings reported holding LPLA - LPL Financial Holdings Inc. - Common Stock as of Q2 2024.
LPL Financial Holdings Inc. - Common Stock (LPLA) has 660 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 72M shares of 80M outstanding shares and own 89.93% of the company stock.
Largest 10 shareholders include VANGUARD GROUP INC (7.19M shares), BlackRock Inc. (5.3M shares), FMR LLC (2.67M shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (2.59M shares), JANUS HENDERSON GROUP PLC (2.54M shares), PRICE T ROWE ASSOCIATES INC /MD/ (2.1M shares), Boston Partners (1.89M shares), STATE STREET CORP (1.7M shares), LONE PINE CAPITAL LLC (1.69M shares), and WCM INVESTMENT MANAGEMENT, LLC (1.66M shares).
This table shows the top 660 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.