LPLA (LPL FINL HLDGS INC) Institutional Ownership Summary
Based on the latest SEC 13F filings, 9 institutional investors hold LPLA (LPL FINL HLDGS INC) with a combined value of $3.50B across 9,805,101 shares. The largest holder is BlackRock, Inc. with a position worth $1.78B (0.03% of their portfolio). 5 funds increased their holdings. 4 funds reduced their position.
Total Institutional Value
$3.50B
Total Shares Held
9,805,101
Institutional Holders
9
13F Institutional Holders
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.78B | 0.03% | +0.3% |
| 2 | LONE PINE CAPITAL LLC | $741.11M | 5.44% | -8.0% |
| 3 | SurgoCap Partners LP | $355.38M | 9.84% | +0.1% |
| 4 | MARKEL GROUP INC. | $200.00M | 1.59% | +1.2% |
| 5 | Third Point LLC | $182.16M | 2.50% | -14.2% |
| 6 | CITADEL ADVISORS LLC | $151.21M | 0.02% | -2.5% |
| 7 | Bridgewater Associates, LP | $42.25M | 0.15% | -43.3% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $40.74M | 0.06% | +38.1% |
| 9 | Point72 Asset Management, L.P. | $7.31M | 0.01% | +0.0% |