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Get Institutions for : 
LPL Investment Holdings Inc (LPLA)  
$266.32 0.90 (0.34%) as of 4:30 Fri 4/26


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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  : 
41.53 (18.48%)  




 
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  
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            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
   FMR LLC 349 - 2023-12-31 2,799,190 $637,152,000 526,259
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 22 - 2023-12-31 2,193,821 $499,358,000 48,041
   STATE STREET CORP 560 - 2023-12-31 1,767,737 $402,372,000 29,286
   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
   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
   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
   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
   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
   JACOBS LEVY EQUITY MANAGEMENT INC 39 - 2023-12-31 479,776 $109,207,000 68,489
   LEGAL & GENERAL GROUP PLC 513 - 2023-12-31 466,877 $106,271,000 78,344
   MARKEL CORP 27 - 2023-12-31 426,386 $97,054,000 125,122
   Azora Capital LP 2 - 2023-12-31 326,796 $74,385,000 3,648
   HSBC HOLDINGS PLC 301 - 2023-12-31 312,206 $71,056,000 151,010
   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
   DEUTSCHE BANK AG 459 - 2023-12-31 273,752 $62,311,000 13,347
   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
   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
   FAMILY WEALTH PARTNERS LLC 1 - 2024-03-31 146,940 $38,822,000 76,426
   AMUNDI 628 - 2023-12-31 135,872 $31,638,000 62,368
   Artemis Investment Management LLP 82 - 2024-03-31 110,904 $29,290,000 315
   GCM Grosvenor Holdings LLC 6 - 2023-12-31 118,304 $26,928,000 13,004
   Coronation Fund Managers Ltd. 42 - 2023-12-31 114,888 $26,151,000 38,606
   BAMCO INC /NY/ 186 - 2023-12-31 113,854 $25,915,000 3,500
   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
   Man Group plc 359 - 2023-12-31 92,096 $20,963,000 92,096
   REINHART MAHONEY CAPITAL MANAGEMENT INC 38 - 2024-03-31 75,835 $20,036,000 1,215
   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
   COMERICA BANK 218 - 2023-12-31 82,103 $18,688,000 3,423
   AVIVA PLC 331 - 2023-12-31 74,324 $16,918,000 7,151
   BRANDYWINE ASSET MANAGEMENT LLC 169 - 2023-12-31 69,994 $15,932,000 31,301
   CI Private Wealth LLC 430 - 2023-12-31 69,623 $15,847,000 33,880
   IRIDIAN ASSET MANAGEMENT LLC/CT - 2023-12-31 60,155 $13,692,000 30,273
   BROWN BROTHERS HARRIMAN & CO 90 - 2023-12-31 58,956 $13,420,000 15,373
   PFS INVESTMENTS INC. 112 - 2023-06-30 58,632 $12,748,000 6,273
   NewEdge Wealth LLC 80 - 2023-12-31 55,827 $12,707,000 38,839
   Foster Victor Wealth Advisors LLC 44 - 2023-12-31 44,244 $10,511,000 1,833
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 404 - 2023-12-31 43,532 $9,910,000 864
   BRIDGEWATER ASSOCIATES INC 247 - 2023-12-31 42,799 $9,742,000 10,105
   Venturi Wealth Management LLC - 2023-12-31 42,414 $9,654,000 183
   PICTET ASSET MANAGEMENT SA 641 - 2023-06-30 41,309 $8,982,000 9,335
   BRANT POINT INVESTMENT MANAGEMENT LLC 12 - 2023-12-31 39,254 $8,935,000 1,801
   BNP PARIBAS ARBITRAGE SA 713 - 2023-12-31 38,076 $8,667,000 26,406
   PATHSTONE FAMILY OFFICE, LLC 190 - 2023-09-30 35,920 $8,536,000 1,304
   JANNEY MONTGOMERY SCOTT LLC 565 - 2023-12-31 35,692 $8,124,000 349
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 541 - 2023-12-31 34,230 $7,966,000 33
   DIAM CO. LTD - 2023-12-31 34,863 $7,965,000 4,686
   Prana Capital Management LP 53 - 2023-12-31 34,852 $7,933,000 34,852
   KWB Wealth 22 - 2024-03-31 28,459 $7,519,000 5
   Point72 Europe (London) LLP 36 - 2023-12-31 31,332 $7,132,000 10,756
   NOMURA ASSET MANAGEMENT CO LTD 451 - 2023-12-31 30,560 $6,956,000 834
   ANDRA APFONDEN 133 - 2023-12-31 29,700 $6,760,000 10,800
   Schonfeld Strategic Advisors LLC 418 - 2023-12-31 27,437 $6,245,000 23,961
   CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 337 - 2023-12-31 26,181 $5,959,000 24,904
   Private Advisor Group LLC 373 - 2023-12-31 26,015 $5,922,000 101
   MACQUARIE GROUP LTD 938 - 2023-12-31 23,766 $5,410,000 1,156
   Gerber Kawasaki Wealth & Investment Management 59 - 2023-12-31 23,705 $5,396,000 6,082
   TOBAM - 2023-12-31 20,734 $4,719,000 138
   VAN ECK ASSOCIATES CORP 559 - 2023-12-31 20,620 $4,694,000 2,946
   Cornerstone Wealth Management LLC 76 - 2024-03-31 15,691 $4,146,000 29
   Buckingham Strategic Partners 55 - 2023-12-31 17,865 $4,066,000 30
   Vestmark Advisory Solutions Inc. 122 - 2023-12-31 17,212 $3,918,000 514
   Handelsbanken Fonder AB 464 - 2023-12-31 16,281 $3,706,000 2,200
   BANK OF NOVA SCOTIA / 538 - 2023-12-31 16,209 $3,689,000 4,391
   MARINER WEALTH ADVISORS, LLC 834 - 2023-12-31 14,723 $3,351,000 6,851
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 14,091 $3,207,000 3,339
   Vident Advisory LLC 270 - 2023-12-31 13,990 $3,184,000 1,724
   ATRIA INVESTMENTS LLC 464 - 2023-12-31 12,601 $2,868,000 948
   Compagnie Lombard Odier SCA 136 - 2023-12-31 12,431 $2,830,000 2,716
   CIBC WORLD MARKETS INC. 462 - 2023-12-31 12,303 $2,800,000 50
   FEDERATED INVESTORS INC /PA/ 867 - 2023-12-31 11,670 $2,656,000 5,264
   Engineers Gate Manager LP 363 - 2023-12-31 11,587 $2,637,000 8,370
   Monument Capital Management 60 - 2024-03-31 9,154 $2,418,000 589
   SEVEN EIGHT CAPITAL LLC 89 - 2023-12-31 10,573 $2,407,000 10,573
   MACKENZIE FINANCIAL CORP 696 - 2023-12-31 10,414 $2,370,000 815
   PUBLIC SECTOR PENSION INVESTMENT BOARD 702 - 2023-12-31 10,106 $2,300,000 452
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 893 - 2024-03-31 8,675 $2,292,000 313
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 695 - 2023-09-30 9,557 $2,271,000 9,557
   Atlantic Trust Group LLC 499 - 2023-12-31 9,724 $2,213,000 3,046
   Oliver Luxxe Assets LLC 69 - 2024-03-31 8,165 $2,157,000 13
   Knights of Columbus Asset Advisors LLC 223 - 2023-12-31 9,418 $2,144,000 126
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1527 - 2023-12-31 9,219 $2,098,000 3,691
   BEACON INVESTMENT ADVISORS LLC 19 - 2023-12-31 9,119 $2,076,000 4
   CWM Advisors LLC 106 - 2023-12-31 9,003 $2,049,000 395
  100 Records found
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