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Get Institutions for : 
LPL Investment Holdings Inc (LPLA)  
$286.21 6.83 (2.44%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 595    20
Total shares held : 
 71,017,642  
% of shares held : 
 89.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -91  
Amount of shares held : 
 -515,809  
% of shares held change : 
   -0.65%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $238.18  
Last Quarter's Ending Price : 
 $227.62  
Last Quarter's Average Price : 
 $224.79  
Change from last quarter's     
avg. price to the last closing  : 
61.42 (27.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
50
 1,662,285
 2.34%
 
Increased Positions :
181
 5,650,205
 7.96%
 
Unchanged Positions :
112
 3,299,298
 4.65%
 
Decreased Positions :
252
-6,570,243
-9.25%
 
Closed Positions :
70
-1,258,056
-1.77%
 
Guru Positions :
2
1,508,222
 2.12%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 466 - 2024-03-31 7,046,946 $1,861,803,000 -94,103
   JANUS HENDERSON GROUP PLC 52 - 2024-03-31 2,575,715 $680,505,000 -267,917
   PRICE T ROWE ASSOCIATES INC /MD/ 237 - 2024-03-31 2,374,801 $627,423,000 -81,250
   STATE STREET CORP 551 - 2024-03-31 1,709,997 $451,781,000 -57,740
   LONE PINE CAPITAL LLC 15 - 2024-03-31 1,685,070 $445,195,000 -155,044
   CAPITAL RESEARCH GLOBAL INVESTORS 158 - 2024-03-31 1,597,136 $421,963,000 -611,052
   CLARKSTON CAPITAL PARTNERS LLC 4 - 2024-03-31 1,333,373 $352,277,000 -20,505
   SAMLYN CAPITAL LLC 2 - 2024-03-31 1,106,080 $292,226,000 -88,641
   D E SHAW & CO INC 56 - 2024-03-31 946,039 $249,944,000 -52,800
   NORGES BANK 417 - 2023-12-31 880,842 $200,497,000 -126,695
   EMINENCE CAPITAL LLC 4 - 2024-03-31 735,866 $194,416,000 -63,891
   EAGLE ASSET MANAGEMENT INC 16 - 2024-03-31 694,822 $185,073,000 -24,469
   MILLENNIUM MANAGEMENT LLC 133 - 2024-03-31 637,797 $168,506,000 -561,648
   ING INVESTMENT MANAGEMENT LLC 138 - 2024-03-31 636,536 $167,918,000 -112,245
   SurgoCap Partners LP 6 - 2024-03-31 521,931 $137,894,000 -54,688
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 1 - 2024-03-31 498,919 $131,815,000 -3,362
   FIRST PACIFIC ADVISORS LLC -- Notable Guru -- 21 - 2024-03-31 459,822 $121,485,000 -439
   LEGAL & GENERAL GROUP PLC 489 - 2024-03-31 458,879 $121,236,000 -7,998
   ARROWPOINT ASSET MANAGEMENT, LLC 19 - 2024-03-31 452,938 $119,666,000 -22,751
   NORTHERN TRUST CORP 572 - 2024-03-31 446,876 $118,065,000 -19,082
   Junto Capital Management LP 6 - 2024-03-31 437,674 $115,633,000 -76,641
   ALLIANCEBERNSTEIN L.P. 396 - 2024-03-31 386,530 $102,121,000 -17,961
   WESTFIELD CAPITAL MANAGEMENT CO LLC 52 - 2024-03-31 385,227 $101,777,000 -43,642
   JACOBS LEVY EQUITY MANAGEMENT INC 61 - 2024-03-31 340,522 $89,966,000 -139,254
   MAVERICK CAPITAL LTD 20 - 2024-03-31 330,432 $87,300,000 -154,668
   GOLDMAN SACHS GROUP INC/ 749 - 2024-03-31 315,960 $83,477,000 -1,134
   HSBC HOLDINGS PLC 328 - 2024-03-31 294,326 $77,758,000 -17,880
   NUVEEN ASSET MANAGEMENT, LLC 497 - 2024-03-31 283,813 $74,983,000 -415,722
   Standard Life Aberdeen plc 164 - 2024-03-31 275,441 $72,772,000 -1,384
   GILDER GAGNON HOWE & CO LLC 40 - 2024-03-31 234,326 $61,909,000 -198
   DEUTSCHE BANK AG 511 - 2024-03-31 219,468 $57,983,000 -54,284
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 492 - 2024-03-31 187,783 $49,612,000 -18,737
   TRILLIUM ASSET MANAGEMENT CORP 18 - 2024-03-31 184,672 $48,790,000 -4,874
   COMMERCE BANK N A/MO 82 - 2024-03-31 183,513 $48,484,000 -172
   WELLINGTON MANAGEMENT CO LLP 719 - 2024-03-31 178,747 $47,225,000 -30,331
   VICTORY CAPITAL MANAGEMENT INC 478 - 2024-03-31 176,024 $46,506,000 -44,808
   ROYAL BANK OF CANADA 736 - 2024-03-31 174,051 $45,984,000 -82,411
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 461 - 2024-03-31 140,118 $37,019,000 -4,719
   SOUTHPOINT CAPITAL ADVISORS LP 44 - 2024-03-31 115,000 $30,383,000 -75,000
   CREDIT SUISSE/ 518 - 2024-03-31 114,521 $30,256,000 -15,272
   RHUMBLINE ADVISERS 533 - 2024-03-31 108,639 $28,702,000 -2,040
   RENAISSANCE TECHNOLOGIES LLC 541 - 2024-03-31 94,100 $24,861,000 -89,600
   Heron Bay Capital Management 2 - 2024-03-31 89,929 $23,759,000 -4,333
   AMUNDI 680 - 2024-03-31 87,926 $22,841,000 -47,946
   HM PAYSON & CO 53 - 2023-12-31 95,141 $21,656,000 -133,792
   COMERICA BANK 201 - 2024-03-31 79,043 $20,883,000 -3,060
   Russell Investments Group Ltd. 556 - 2024-03-31 75,248 $19,876,000 -42,372
   BARCLAYS PLC 768 - 2024-03-31 69,465 $18,353,000 -15,018
   AVIVA PLC 331 - 2024-03-31 68,873 $18,196,000 -5,451
   IRIDIAN ASSET MANAGEMENT LLC/CT 10 - 2024-03-31 60,014 $15,856,000 -141
   TEACHER RETIREMENT SYSTEM OF TEXAS 240 - 2024-03-31 57,240 $15,123,000 -6,680
   THORNBURG INVESTMENT MANAGEMENT INC 78 - 2024-03-31 55,771 $14,729,000 -6,070
   MITSUBISHI UFJ TRUST & BANKING CORP 480 - 2024-03-31 55,110 $14,576,000 -20,209
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 180 - 2024-03-31 54,400 $14,372,000 -16,870
   CITIGROUP INC 749 - 2024-03-31 53,991 $14,264,000 -10,432
   NEW YORK STATE COMMON RETIREMENT FUND 670 - 2024-03-31 53,693 $14,186,000 -6,563
   Treasurer of the State of North Carolina 300 - 2024-03-31 52,015 $13,742,000 -767
   ROYAL LONDON ASSET MANAGEMENT LTD 353 - 2024-03-31 49,063 $12,962,000 -1,297
   Ensign Peak Advisors Inc 405 - 2024-03-31 47,998 $12,681,000 -1,042
   AQR CAPITAL MANAGEMENT LLC 654 - 2024-03-31 46,900 $12,391,000 -11,165
   LOGAN CAPITAL MANAGEMENT INC 58 - 2024-03-31 44,974 $11,882,000 -113
   GREAT WEST LIFE ASSURANCE CO /CAN/ 531 - 2024-03-31 42,229 $11,167,000 -1,983
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 409 - 2024-03-31 39,785 $10,512,000 -3,747
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 151 - 2024-03-31 36,940 $9,760,000 -1,413
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 389 - 2024-03-31 36,506 $9,645,000 -2,002
   FIRST TRUST ADVISORS LP 1039 - 2024-03-31 34,963 $9,237,000 -67,884
   CI Private Wealth LLC 541 - 2024-03-31 34,953 $9,234,000 -34,670
   JANNEY MONTGOMERY SCOTT LLC 560 - 2024-03-31 34,705 $9,169,000 -987
   BRANT POINT INVESTMENT MANAGEMENT LLC 16 - 2024-03-31 34,472 $9,108,000 -4,782
   DIAM CO. LTD 454 - 2024-03-31 32,238 $8,517,000 -2,625
   Mn Services Vermogensbeheer B.V. 298 - 2024-03-31 30,600 $8,085,000 -6,700
   KOREA INVESTMENT CORP 499 - 2024-03-31 30,330 $8,013,000 -25,968
   NOMURA ASSET MANAGEMENT CO LTD 440 - 2024-03-31 29,145 $7,700,000 -1,415
   FORSTA AP-FONDEN 304 - 2024-03-31 28,200 $7,450,000 -12,500
   ANDRA APFONDEN 235 - 2024-03-31 26,500 $7,001,000 -3,200
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 484 - 2024-03-31 25,421 $6,716,000 -2,591
   Private Advisor Group LLC 372 - 2024-03-31 25,083 $6,627,000 -932
   LMR Partners LLP 116 - 2024-03-31 21,772 $5,752,000 -22,000
   ARIZONA STATE RETIREMENT SYSTEM 382 - 2024-03-31 20,799 $5,495,000 -2
   Winthrop Advisory Group LLC 21 - 2024-03-31 20,783 $5,491,000 -150
   MML INVESTORS SERVICES LLC 657 - 2024-03-31 18,053 $4,770,000 -503
   GRADIENT INVESTMENTS LLC 146 - 2024-03-31 16,465 $4,350,000 -1,959
   IFM Investors Pty Ltd 370 - 2024-03-31 15,573 $4,114,000 -271
   O SHAUGHNESSY ASSET MANAGEMENT LLC 397 - 2024-03-31 15,518 $4,100,000 -573
   Envestnet Portfolio Solutions Inc. 433 - 2024-03-31 15,452 $4,082,000 -167
   CAPTRUST FINANCIAL ADVISORS 548 - 2024-03-31 15,348 $4,055,000 -2,392
   EAGLE ROCK INVESTMENT COMPANY LLC 40 - 2024-03-31 15,113 $3,993,000 -197
   Skandinaviska Enskilda Banken AB (publ) 434 - 2024-03-31 15,092 $3,988,000 -385
   PRINCIPAL FINANCIAL GROUP INC 1641 - 2024-03-31 14,862 $3,927,000 -258
   Shepherd Financial Partners LLC 36 - 2024-03-31 13,755 $3,634,000 -6,442
   BlueMar Capital Management LLC 7 - 2024-03-31 12,231 $3,231,000 -183
   ATRIA INVESTMENTS LLC 479 - 2024-03-31 12,185 $3,219,000 -416
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1318 - 2024-03-31 11,997 $3,170,000 -18,558
   ANNEX ADVISORY SERVICES, LLC 95 - 2024-03-31 11,618 $3,069,000 -593
   BRIDGEWAY CAPITAL MANAGEMENT INC 447 - 2024-03-31 11,320 $2,991,000 -20
   DNB NOR ASSET MANAGEMENT AS 413 - 2024-03-31 11,275 $2,979,000 -17,996
   FEDERATED INVESTORS INC /PA/ 841 - 2024-03-31 10,969 $2,898,000 -701
   CIBC GLOBAL ASSET MANAGEMENT INC 497 - 2024-03-31 10,451 $2,761,000 -59
   Strategic Global Advisors LLC 61 - 2024-03-31 9,931 $2,624,000 -269
   Atlantic Trust Group LLC 499 - 2024-03-31 9,560 $2,546,000 -164
  100 Records found
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