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Among the 11 tracked institutional investors we monitor, LPLA (LPL FINL HLDGS INC) is held with a combined value of $7.07B across 21,964,633 shares. The largest holder is VANGUARD GROUP INC with a position worth $2.91B (0.04% of their portfolio). VANGUARD GROUP INC opened a new position in the most recent quarter. 7 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$7.07B
Total Shares Held
21,964,633
Institutional Holders
11
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $2.91B | 0.04% | New |
| 2 | BlackRock, Inc. | $1.50B | 0.03% | -0.3% |
| 3 | LONE PINE CAPITAL LLC | $616.69M | 4.92% | -1.2% |
| 4 | STATE STREET CORP | $560.53M | 0.02% | +1.1% |
| 5 | FMR LLC | $390.38M | 0.02% | +95.1% |
| 6 | SurgoCap Partners LP | $307.10M | 10.25% | +2.6% |
| 7 | CITADEL ADVISORS LLC | $293.06M | 0.05% | +130.1% |
| 8 | MILLENNIUM MANAGEMENT LLC | $271.97M | 0.11% | +188.4% |
| 9 | MARKEL GROUP INC. | $168.45M | 1.41% | - |
| 10 | RENAISSANCE TECHNOLOGIES LLC | $36.26M | 0.06% | +5.7% |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of LPLA with a position worth $2.91B, representing 0.04% of their portfolio. In total, 11 institutional investors hold LPLA with a combined value of $7.07B.
In the most recent quarter, 1 fund opened a new position in LPLA. Additionally, 7 increased their holdings and 2 reduced their positions.
Institutional investors hold $7.07B worth of LPLA stock across 11 positions. The largest institutional holder is VANGUARD GROUP INC with $2.91B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For LPLA, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their LPLA positions.