LPLA
LPL Financial Holdings Inc.• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Principal Financial Group Inc | $685.5M | 2.24M | 0.33% | -16.5% |
Markel Group | $173.1M | 566.1K | 1.34% | +1.1% |
Fort Washington Investment Advisors Inc /Oh/ | $106.9M | 349.6K | 0.54% | +0.1% |
Coronation Fund Managers Ltd. | $63.2M | 206.5K | 2.19% | -17.4% |
Sumitomo Mitsui Trust Group, Inc. | $49.4M | 161.5K | 0.03% | -3.7% |
Perpetual Ltd | $34.8M | 113.9K | 0.53% | -6.2% |
Family Wealth Partners, Llc | $18.7M | 61.2K | 5.66% | -11.3% |
Foyston, Gordon & Payne Inc | $15M | 48.9K | 3.00% | +34.8% |
B. Metzler Seel. Sohn & Co. Ag | $14.7M | 48.1K | 0.10% | +3.6% |
Foster Victor Wealth Advisors, Llc | $14.6M | 46.2K | 0.72% | -11.9% |
Asset Management One Co., Ltd. | $9.3M | 30.5K | 0.02% | +1.1% |
Truist Financial Corp | $9M | 29.5K | 0.01% | -41.3% |
Kwb Wealth | $8.8M | 28.9K | 0.75% | +0.5% |
Tran Capital Management, L.P. | $8.6M | 28.1K | 0.98% | -0.4% |
Swedbank Ab | $8.2M | 26.9K | 0.01% | +1.3% |
Iridian Asset Management Llc/Ct | $7.2M | 23.4K | 2.61% | -14.0% |
Mn Services Vermogensbeheer B.V. | $7M | 23.0K | 0.05% | Unchanged |
Creative Planning | $6.8M | 63.6K | 0.00% | +41.6% |
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | $6.6M | 21.5K | 0.03% | -1.9% |
Daiwa Securities Group Inc. | $6.5M | 21.3K | 0.01% | +38.6% |
Ifm Investors Pty Ltd | $6.2M | 20.4K | 0.04% | -1.9% |
Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | $6.1M | 19.9K | 0.08% | +4.7% |
Winthrop Advisory Group Llc | $6M | 19.5K | 0.37% | -1.3% |
Kerusso Capital Management Llc | $4.7M | 15.4K | 1.54% | +10.3% |
Dekabank Deutsche Girozentrale | $4.7M | 15.1K | 0.01% | +73.5% |
Reinhart Partners, Llc. | $4.7M | 15.3K | 0.11% | -17.6% |
Argent Capital Management Llc | $4.7M | 15.2K | 0.15% | -4.3% |
United Asset Strategies, Inc. | $4.6M | 14.9K | 0.31% | +3.7% |
Simplicity Wealth,Llc | $4.3M | 14.2K | 0.13% | +633.4% |
Mackenzie Financial Corp | $4.2M | 13.8K | 0.00% | +107.8% |
Munich Reinsurance Co Stock Corp In Munich | $4.1M | 13.5K | 0.09% | New Position |
Kbc Group Nv | $4.1M | 13.5K | 0.01% | +4.8% |
Sumitomo Mitsui Ds Asset Management Company, Ltd | $4M | 13.0K | 0.03% | -0.1% |
Atria Investments, Inc | $3.9M | 12.6K | 0.04% | +0.8% |
Pensiondanmark Pensionsforsikringsaktieselskab | $3.8M | 12.3K | 0.03% | Unchanged |
Mirae Asset Global Investments Co., Ltd. | $3.6M | 11.9K | 0.01% | +3.4% |
Gateway Investment Advisers Llc | $3.6M | 11.9K | 0.03% | +80.4% |
Assenagon Asset Management S.A. | $3.6M | 11.7K | 0.00% | -98.4% |
Segment Wealth Management, Llc | $3.5M | 11.5K | 0.18% | +15.3% |
Oliver Luxxe Assets Llc | $3.4M | 11.1K | 0.53% | -0.6% |
Donoghue Forlines Llc | $3.1M | 10.1K | 0.78% | New Position |
Gradient Investments Llc | $3M | 9.8K | 0.04% | -15.7% |
Wealth Enhancement Advisory Services, Llc | $2.9M | 8.8K | 0.00% | +10.3% |
Commonwealth Equity Services, Llc | $2.9M | 9.4K | 0.00% | -0.4% |
Bell Asset Management Ltd | $2.8M | 9.1K | 1.01% | -41.9% |
Nisa Investment Advisors, Llc | $2.7M | 14.2K | 0.01% | +13.3% |
Levin Capital Strategies, L.P. | $2.7M | 8.8K | 0.19% | New Position |
Greenleaf Trust | $2.7M | 8.8K | 0.03% | -1.3% |
International Assets Investment Management, Llc | $2.5M | 122.2K | 0.06% | -89.9% |
Avanza Fonder Ab | $2.5M | 8.0K | 0.04% | Unchanged |