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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
   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
   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
   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
   SAMLYN CAPITAL LLC 2 - 2023-12-31 1,194,721 $271,942,000 -185,068
   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
   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
   BANK OF AMERICA CORP /DE/ 749 - 2023-12-31 546,078 $124,298,000 -142,860
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 1 - 2023-12-31 502,281 $114,329,000 -5,844
   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
   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
   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
   Allspring Global Investments Holdings LLC 218 - 2024-03-31 287,071 $75,844,000 -34,199
   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
   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
   Standard Life Aberdeen plc 168 - 2023-12-31 276,825 $63,011,000 -501,939
   FRANKLIN RESOURCES INC 437 - 2023-12-31 269,126 $61,258,000 -817
   VICTORY CAPITAL MANAGEMENT INC 412 - 2023-12-31 220,832 $50,266,000 -12,373
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 492 - 2024-03-31 187,783 $49,612,000 -18,737
   WELLINGTON MANAGEMENT CO LLP 722 - 2023-12-31 209,078 $47,590,000 -72,132
   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
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 469 - 2023-12-31 144,837 $32,968,000 -6,859
   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
   Russell Investments Group Ltd. 412 - 2023-12-31 117,620 $26,777,000 -17,769
   RHUMBLINE ADVISERS 554 - 2023-12-31 110,679 $25,193,000 -6,303
   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
   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
   BANK OF MONTREAL /CAN/ 698 - 2023-12-31 82,291 $18,853,000 -49,937
   LPL FINANCIAL CORP 921 - 2023-12-31 80,028 $18,216,000 -838
   AMERIPRISE FINANCIAL INC 1345 - 2023-12-31 75,835 $17,261,000 -197,305
   MITSUBISHI UFJ TRUST & BANKING CORP 429 - 2023-12-31 75,319 $17,138,000 -11,523
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 174 - 2023-12-31 71,270 $16,222,000 -29
   CITIGROUP INC 698 - 2023-12-31 64,423 $14,664,000 -849
   TEACHER RETIREMENT SYSTEM OF TEXAS 235 - 2023-12-31 63,920 $14,549,000 -9,611
   THORNBURG INVESTMENT MANAGEMENT INC 77 - 2023-12-31 61,841 $14,103,000 -10,462
   CRAMER ROSENTHAL MCGLYNN LLC 54 - 2023-12-31 60,654 $13,806,000 -24,355
   NEW YORK STATE COMMON RETIREMENT FUND 692 - 2023-12-31 60,256 $13,715,000 -14,276
   AQR CAPITAL MANAGEMENT LLC 610 - 2023-12-31 58,065 $13,217,000 -35,610
   KOREA INVESTMENT CORP 401 - 2023-12-31 56,298 $12,815,000 -61,759
   Treasurer of the State of North Carolina 314 - 2023-12-31 52,782 $12,014,000 -1,696
   UBS Group AG 1348 - 2023-12-31 52,625 $11,979,000 -65,270
   ROYAL LONDON ASSET MANAGEMENT LTD 364 - 2023-12-31 50,360 $11,463,000 -2,371
   Ensign Peak Advisors Inc 405 - 2023-12-31 49,040 $11,162,000 -10,405
   LOGAN CAPITAL MANAGEMENT INC 60 - 2023-12-31 45,087 $10,263,000 -731
   GREAT WEST LIFE ASSURANCE CO /CAN/ 533 - 2023-12-31 44,212 $10,016,000 -4,262
   LMR Partners LLP 97 - 2023-12-31 43,772 $9,963,000 -29,035
   FORSTA AP-FONDEN 221 - 2023-12-31 40,700 $9,264,000 -3,400
   STATE OF WISCONSIN INVESTMENT BOARD 679 - 2023-12-31 39,060 $8,891,000 -2,265
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 415 - 2023-12-31 38,508 $8,765,000 -3,393
   Pictet Asset Management Holding SA 666 - 2023-12-31 38,474 $8,757,000 -677
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 181 - 2023-12-31 38,353 $8,730,000 -4,516
   Mn Services Vermogensbeheer B.V. 272 - 2023-12-31 37,300 $8,490,000 -100
   Advisor Group Holdings Inc. 891 - 2023-12-31 36,664 $8,350,000 -21,799
   BNP Paribas Investment Partners S.A. 458 - 2023-12-31 32,235 $7,337,000 -1,388
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 899 - 2023-12-31 30,555 $6,955,000 -20,372
   INTECH INVESTMENT MANAGEMENT LLC 204 - 2023-12-31 30,147 $6,862,000 -2,641
   CAPITAL FUND MANAGEMENT S.A. 287 - 2023-12-31 29,782 $6,779,000 -30,758
   Interval Partners LLC 109 - 2023-12-31 29,524 $6,720,000 -55,659
   NATIXIS ASSET MANAGEMENT ADVISORS LP 679 - 2023-12-31 28,843 $6,565,000 -16,090
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 481 - 2023-12-31 28,012 $6,376,000 -767
   Assenagon Asset Management S.A. 578 - 2023-12-31 24,134 $5,493,000 -53,318
   Winthrop Advisory Group LLC 21 - 2024-03-31 20,783 $5,491,000 -150
   BLAIR WILLIAM & CO/IL 446 - 2023-12-31 23,455 $5,339,000 -1,202
   NATIONAL BANK OF CANADA /FI/ 648 - 2023-12-31 22,956 $5,297,000 -30,238
   US BANCORP 577 - 2023-12-31 21,082 $4,800,000 -3,320
   ARIZONA STATE RETIREMENT SYSTEM - 2023-12-31 20,801 $4,735,000 -389
   JANE STREET GROUP LLC 1539 - 2023-12-31 20,527 $4,672,000 -43,777
   Phoenix Holdings Ltd. 119 - 2023-12-31 18,190 $4,664,000 -8,396
   FJARDE APFONDEN /FOURTH SWEDISH NATIONAL PENSION F 359 - 2023-12-31 19,400 $4,416,000 -3,500
   MML INVESTORS SERVICES LLC 675 - 2023-12-31 18,556 $4,224,000 -3,280
   GRADIENT INVESTMENTS LLC 149 - 2023-12-31 18,424 $4,194,000 -338
   CAPTRUST FINANCIAL ADVISORS 624 - 2023-12-31 17,740 $4,038,000 -55
   EAGLE ROCK INVESTMENT COMPANY LLC 40 - 2024-03-31 15,113 $3,993,000 -197
   Snowden Capital Advisors LLC 192 - 2023-12-31 16,387 $3,730,000 -3,024
   O SHAUGHNESSY ASSET MANAGEMENT LLC 374 - 2023-12-31 16,091 $3,663,000 -2,863
   Envestnet Portfolio Solutions Inc. 426 - 2023-12-31 15,619 $3,555,000 -3,704
   Skandinaviska Enskilda Banken AB (publ) 444 - 2023-12-31 15,477 $3,522,000 -200
   EFG Asset Management (North America) Corp. 54 - 2023-12-31 15,304 $3,483,000 -6,667
  100 Records found
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