Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
LPL Investment Holdings Inc (LPLA)  
$262.59 2.37 (0.91%) as of 4:30 Wed 3/27


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  : 
37.80 (16.82%)  




 
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 :
4
1,508,661
 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 486 - 2023-12-31 7,141,049 $1,625,446,000 48,439
   BLACKROCK INC. 455 - 2023-12-31 5,961,459 $1,356,947,000 -382,802
   JANUS HENDERSON GROUP PLC 54 - 2023-12-31 2,843,632 $647,268,000 -235,136
   FMR LLC 349 - 2023-12-31 2,799,190 $637,152,000 526,259
   PRICE T ROWE ASSOCIATES INC /MD/ 241 - 2023-12-31 2,456,051 $559,047,000 -169,458
   CAPITAL RESEARCH GLOBAL INVESTORS 154 - 2023-12-31 2,208,188 $502,632,000 -125,888
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 22 - 2023-12-31 2,193,821 $499,358,000 48,041
   LONE PINE CAPITAL LLC 16 - 2023-12-31 1,840,114 $418,847,000 0
   STATE STREET CORP 560 - 2023-12-31 1,767,737 $402,372,000 29,286
   WCM INVESTMENT MANAGEMENT/CA 32 - 2023-12-31 1,696,094 $387,490,000 -760,933
   CLARKSTON CAPITAL PARTNERS LLC 6 - 2023-12-31 1,353,878 $308,170,000 -137,120
   GEODE CAPITAL MANAGEMENT LLC 450 - 2023-12-31 1,351,666 $307,219,000 21,133
   MILLENNIUM MANAGEMENT LLC 50 - 2023-12-31 1,199,445 $273,018,000 899,989
   SAMLYN CAPITAL LLC 2 - 2023-12-31 1,194,721 $271,942,000 -185,068
   Boston Partners 118 - 2023-12-31 1,026,721 $233,744,000 181,594
   D E SHAW & CO INC 48 - 2023-12-31 998,839 $227,356,000 167,705
   BANK OF NEW YORK MELLON CORP 356 - 2023-12-31 946,859 $215,524,000 -152,749
   J P MORGAN CHASE & CO 559 - 2023-12-31 910,261 $207,194,000 -289,316
   NORGES BANK 417 *New 2023-12-31 880,842 $200,497,000 880,842
   TD ASSET MANAGEMENT INC 104 - 2023-12-31 828,369 $188,553,000 613,792
   EMINENCE CAPITAL LLC 3 - 2023-12-31 799,757 $182,041,000 101,159
   EPOCH INVESTMENT PARTNERS INC. 21 - 2023-12-31 774,297 $176,245,000 364,597
   ING INVESTMENT MANAGEMENT LLC 120 - 2023-12-31 748,781 $170,116,000 33,811
   EAGLE ASSET MANAGEMENT INC 21 - 2023-12-31 719,291 $163,725,000 -15,399
   DIMENSIONAL FUND ADVISORS INC 518 - 2023-12-31 718,246 $163,491,000 -10,758
   DARLINGTON PARTNERS CAPITAL MANAGEMENT LP 6 - 2023-12-31 715,014 $162,751,000 -7,603
   NUVEEN ASSET MANAGEMENT, LLC 297 - 2023-12-31 699,535 $159,228,000 -13,843
   CANADA PENSION PLAN INVESTMENT BOARD 127 - 2023-12-31 695,536 $158,318,000 238,546
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 328 - 2023-12-31 583,388 $132,791,000 15,096
   SurgoCap Partners LP 3 - 2023-12-31 576,619 $131,250,000 0
   BANK OF AMERICA CORP /DE/ 749 - 2023-12-31 546,078 $124,298,000 -142,860
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 381 - 2023-12-31 536,752 $122,175,000 71,778
   MORGAN STANLEY 1041 - 2023-12-31 525,293 $119,568,000 24,861
   Junto Capital Management LP 8 - 2023-12-31 514,315 $117,068,000 100,918
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 1 - 2023-12-31 502,281 $114,329,000 -5,844
   MAVERICK CAPITAL LTD 9 *New 2023-12-31 485,100 $110,418,000 485,100
   JACOBS LEVY EQUITY MANAGEMENT INC 39 - 2023-12-31 479,776 $109,207,000 68,489
   WELLS FARGO & CO/MN 427 - 2023-12-31 476,759 $108,520,000 -7,593
   ARROWPOINT ASSET MANAGEMENT, LLC 21 - 2023-12-31 475,689 $108,276,000 -205,041
   LEGAL & GENERAL GROUP PLC 513 - 2023-12-31 466,877 $106,271,000 78,344
   NORTHERN TRUST CORP 607 - 2023-12-31 465,958 $106,061,000 -32,447
   FIRST PACIFIC ADVISORS LLC -- Notable Guru -- 23 - 2023-12-31 460,261 $104,765,000 -20,384
   WESTFIELD CAPITAL MANAGEMENT CO LLC 50 - 2023-12-31 428,869 $97,619,000 -170,235
   MARKEL CORP 27 - 2023-12-31 426,386 $97,054,000 125,122
   ALLIANCEBERNSTEIN L.P. 427 - 2023-12-31 404,491 $92,070,000 -17,208
   AGF MANAGEMENT LTD 71 - 2023-12-31 374,355 $85,211,000 -33,828
   RAYMOND JAMES & ASSOCIATES 268 - 2023-12-31 365,791 $83,261,000 -6,740
   Azora Capital LP 2 - 2023-12-31 326,796 $74,385,000 3,648
   Allspring Global Investments Holdings LLC - 2023-12-31 321,270 $73,127,000 20,660
   GOLDMAN SACHS GROUP INC/ 796 - 2023-12-31 317,094 $72,177,000 -11,596
   INVESCO LTD 859 - 2023-12-31 315,972 $71,922,000 -108,814
   HSBC HOLDINGS PLC 301 - 2023-12-31 312,206 $71,056,000 151,010
   AMERICAN CENTURY COMPANIES INC 394 - 2023-12-31 310,690 $70,719,000 -257,166
   ENVESTNET ASSET MANAGEMENT INC 490 - 2023-12-31 306,755 $69,824,000 -30,944
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 785 - 2023-12-31 293,471 $66,800,000 9,539
   CITADEL ADVISORS LLC 375 - 2023-12-31 281,753 $64,133,000 239,839
   Standard Life Aberdeen plc 168 - 2023-12-31 276,825 $63,011,000 -501,939
   DEUTSCHE BANK AG 459 - 2023-12-31 273,752 $62,311,000 13,347
   FRANKLIN RESOURCES INC 437 - 2023-12-31 269,126 $61,258,000 -817
   ROYAL BANK OF CANADA 647 - 2023-12-31 256,462 $58,377,000 7,553
   EMPLOYEES RETIREMENT SYSTEM OF TEXAS 53 - 2023-12-31 246,000 $55,995,000 28,000
   GILDER GAGNON HOWE & CO LLC 40 - 2023-12-31 234,524 $53,382,000 232,704
   North Peak Capital Management LLC 6 - 2023-12-31 225,657 $51,364,000 28,430
   VICTORY CAPITAL MANAGEMENT INC 412 - 2023-12-31 220,832 $50,266,000 -12,373
   WELLINGTON MANAGEMENT CO LLP 722 - 2023-12-31 209,078 $47,590,000 -72,132
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 488 - 2023-12-31 206,520 $47,008,000 11,736
   SOUTHPOINT CAPITAL ADVISORS LP 33 - 2023-12-31 190,000 $43,248,000 0
   TRILLIUM ASSET MANAGEMENT CORP 21 - 2023-12-31 189,546 $43,144,000 3,114
   Qube Research & Technologies Ltd 270 - 2023-12-31 185,876 $42,309,000 114,392
   RENAISSANCE TECHNOLOGIES LLC 345 - 2023-12-31 183,700 $41,814,000 129,700
   COMMERCE BANK N A/MO 86 - 2023-12-31 183,685 $41,810,000 -11,301
   PANAGORA ASSET MANAGEMENT INC 114 - 2023-12-31 171,465 $39,029,000 -73,063
   Jackson Square Partners LLC 32 - 2023-12-31 159,588 $36,325,000 -174,794
   WARATAH CAPITAL ADVISORS LTD. 14 - 2023-12-31 150,277 $34,206,000 -87,945
   PRIMECAP MANAGEMENT CO/CA/ 207 - 2023-12-31 150,000 $34,143,000 0
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 469 - 2023-12-31 144,837 $32,968,000 -6,859
   AMUNDI 628 - 2023-12-31 135,872 $31,638,000 62,368
   BB&T CORP 323 - 2023-12-31 130,039 $29,599,000 -1,493
   CREDIT SUISSE/ 542 - 2023-12-31 129,793 $29,543,000 -3
   PINEBRIDGE INVESTMENTS LTD 94 - 2023-12-31 121,561 $27,669,000 -24,259
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 404 - 2023-12-31 120,608 $27,453,000 -1,035
   GCM Grosvenor Holdings LLC 6 - 2023-12-31 118,304 $26,928,000 13,004
   Russell Investments Group Ltd. 412 - 2023-12-31 117,620 $26,777,000 -17,769
   Coronation Fund Managers Ltd. 42 - 2023-12-31 114,888 $26,151,000 38,606
   National Pension Service 413 - 2023-12-31 114,200 $25,994,000 0
   BAMCO INC /NY/ 186 - 2023-12-31 113,854 $25,915,000 3,500
   RHUMBLINE ADVISERS 554 - 2023-12-31 110,679 $25,193,000 -6,303
   Artemis Investment Management LLP 79 - 2023-12-31 110,589 $25,171,000 -144,728
   FIRST TRUST ADVISORS LP 709 - 2023-12-31 102,847 $23,410,000 42,747
   MANUFACTURERES LIFE INSURANCE CO 576 - 2023-12-31 99,703 $22,694,000 94,746
   STIFEL FINANCIAL CORP 473 - 2023-12-31 97,967 $22,299,000 -9,805
   HM PAYSON & CO 53 - 2023-12-31 95,141 $21,656,000 -133,792
   Heron Bay Capital Management 2 - 2023-12-31 94,262 $21,456,000 -479
   Man Group plc 359 - 2023-12-31 92,096 $20,963,000 92,096
   SEI INVESTMENTS CO 548 - 2023-12-31 91,773 $20,891,000 -35,175
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 393 - 2023-12-31 87,849 $19,996,000 -16,903
   BARCLAYS PLC 753 - 2023-12-31 84,483 $19,231,000 20,639
   Squarepoint Ops LLC 280 - 2023-12-31 83,931 $19,104,000 83,931
   BANK OF MONTREAL /CAN/ 698 - 2023-12-31 82,291 $18,853,000 -49,937
   COMERICA BANK 218 - 2023-12-31 82,103 $18,688,000 3,423

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results