Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
LPL Investment Holdings Inc (LPLA)  
$267.77 0.23 (0.09%) as of 4:30 Fri 5/17


Download
     
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  : 
42.98 (19.12%)  




 
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  
Free Registration Required For Full Results

            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
   BLACKROCK INC. 424 - 2024-03-31 6,077,311 $1,605,626,000 115,852
   FMR LLC 308 - 2024-03-31 3,165,283 $836,268,000 366,093
   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
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 16 - 2024-03-31 2,356,551 $622,601,000 162,730
   Boston Partners 60 - 2024-03-31 1,765,230 $466,434,000 738,509
   STATE STREET CORP 551 - 2024-03-31 1,709,997 $451,781,000 -57,740
   WCM INVESTMENT MANAGEMENT/CA 37 - 2024-03-31 1,697,064 $448,364,000 970
   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
   GEODE CAPITAL MANAGEMENT LLC 440 - 2024-03-31 1,368,673 $361,056,000 17,007
   CLARKSTON CAPITAL PARTNERS LLC 4 - 2024-03-31 1,333,373 $352,277,000 -20,505
   MORGAN STANLEY 589 - 2024-03-31 1,275,896 $337,092,000 750,603
   SAMLYN CAPITAL LLC 2 - 2024-03-31 1,106,080 $292,226,000 -88,641
   TD ASSET MANAGEMENT INC 81 - 2024-03-31 1,103,655 $291,586,000 275,286
   BANK OF NEW YORK MELLON CORP 319 - 2024-03-31 970,749 $256,472,000 23,890
   J P MORGAN CHASE & CO 542 - 2024-03-31 966,499 $255,349,000 56,238
   D E SHAW & CO INC 56 - 2024-03-31 946,039 $249,944,000 -52,800
   EPOCH INVESTMENT PARTNERS INC. 8 - 2024-03-31 927,369 $245,011,000 153,072
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 258 - 2024-03-31 794,610 $209,936,000 211,222
   CANADA PENSION PLAN INVESTMENT BOARD 104 - 2024-03-31 783,777 $207,074,000 88,241
   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
   DIMENSIONAL FUND ADVISORS INC 470 - 2024-03-31 722,187 $190,802,000 3,941
   DARLINGTON PARTNERS CAPITAL MANAGEMENT LP 4 - 2024-03-31 715,014 $188,907,000 0
   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
   MANUFACTURERES LIFE INSURANCE CO 153 - 2024-03-31 590,420 $155,989,000 490,717
   BANK OF AMERICA CORP /DE/ 723 - 2024-03-31 572,130 $151,157,000 26,052
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 356 - 2024-03-31 543,035 $143,470,000 6,283
   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
   WELLS FARGO & CO/MN 395 - 2024-03-31 486,155 $128,442,000 9,396
   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
   MARKEL CORP 26 - 2024-03-31 454,291 $120,024,000 27,905
   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
   AGF MANAGEMENT LTD 47 - 2024-03-31 426,511 $112,684,000 52,156
   Azora Capital LP 1 - 2024-03-31 416,556 $110,054,000 89,760
   INVESCO LTD 762 - 2024-03-31 415,932 $109,889,000 99,960
   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
   RAYMOND JAMES & ASSOCIATES 260 - 2024-03-31 373,968 $98,802,000 8,177
   HMI CAPITAL, LLC 13 *New 2024-03-31 371,343 $98,109,000 371,343
   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
   ENVESTNET ASSET MANAGEMENT INC 480 - 2024-03-31 327,352 $86,486,000 20,597
   CITADEL ADVISORS LLC 293 - 2024-03-31 319,952 $84,531,000 38,199
   GOLDMAN SACHS GROUP INC/ 749 - 2024-03-31 315,960 $83,477,000 -1,134
   AMERICAN CENTURY COMPANIES INC 379 - 2024-03-31 312,625 $82,596,000 1,935
   North Peak Capital Management LLC 5 - 2024-03-31 307,879 $81,342,000 82,222
   FRANKLIN RESOURCES INC 431 - 2024-03-31 304,047 $80,329,000 34,921
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 729 - 2024-03-31 300,525 $79,399,000 7,054
   Coronation Fund Managers Ltd. 16 - 2024-03-31 298,178 $78,779,000 183,290
   HSBC HOLDINGS PLC 328 - 2024-03-31 294,326 $77,758,000 -17,880
   Allspring Global Investments Holdings LLC 219 - 2024-03-31 287,071 $75,844,000 0
   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
   Qube Research & Technologies Ltd 205 - 2024-03-31 256,531 $67,775,000 70,655
   EMPLOYEES RETIREMENT SYSTEM OF TEXAS 46 - 2024-03-31 246,000 $64,993,000 0
   PRIMECAP MANAGEMENT CO/CA/ 174 - 2024-03-31 234,400 $61,928,000 84,400
   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
   MACQUARIE GROUP LTD 382 - 2024-03-31 218,115 $57,608,000 194,349
   Jackson Square Partners LLC 25 - 2024-03-31 193,966 $51,246,000 34,378
   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
   BANK OF MONTREAL /CAN/ 439 - 2024-03-31 170,165 $45,654,000 87,874
   PANAGORA ASSET MANAGEMENT INC 106 - 2024-03-31 171,526 $45,317,000 61
   BB&T CORP 257 - 2024-03-31 164,202 $43,382,000 34,163
   WARATAH CAPITAL ADVISORS LTD. 12 - 2024-03-31 160,391 $42,375,000 10,114
   FAMILY WEALTH PARTNERS LLC 1 - 2024-03-31 146,940 $38,822,000 76,426
   STIFEL FINANCIAL CORP 363 - 2024-03-31 141,740 $37,448,000 43,773
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 461 - 2024-03-31 140,118 $37,019,000 -4,719
   Castle Hook Partners LP 27 *New 2024-03-31 131,637 $34,778,000 131,637
   PINEBRIDGE INVESTMENTS LTD 87 - 2024-03-31 122,284 $32,307,000 723
   BAMCO INC /NY/ 173 - 2024-03-31 122,038 $32,242,000 8,184
   NATIONAL BANK OF CANADA /FI/ 240 - 2024-03-31 119,772 $32,175,000 96,816
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 378 - 2024-03-31 121,566 $32,118,000 958
   Man Group plc 266 - 2024-03-31 119,339 $31,529,000 27,243
   National Pension Service 423 - 2024-03-31 115,400 $30,489,000 1,200
   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
   SEI INVESTMENTS CO 452 - 2024-03-31 113,254 $29,923,000 21,481
   Artemis Investment Management LLP 82 - 2024-03-31 110,904 $29,290,000 315
   BRANDYWINE ASSET MANAGEMENT LLC 118 - 2024-03-31 109,929 $29,043,000 39,935
   RHUMBLINE ADVISERS 533 - 2024-03-31 108,639 $28,702,000 -2,040
   CIBC WORLD MARKETS CORP 96 - 2024-03-31 98,653 $26,064,000 96,545
   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
   LPL FINANCIAL CORP 871 - 2024-03-31 88,576 $23,402,000 8,548
   AMUNDI 680 - 2024-03-31 87,926 $22,841,000 -47,946
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us