Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
LPL Financial Holdings Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Security & Commodity Brokers, Dealers, Exchanges & Services
Prev close 358.96 · gapped below the open, never looked back. High/low 347.00 at 4:45 am ET, 341.13 at 10:45 am ET.
765 institutional managers report a position in LPL Financial Holdings Inc. worth $23.4B between them, filed on form 13F for the quarter ending 2026-06-30. 49 of them hold 80% of it, the largest being BlackRock, Inc. at 5.70%.
740 more managers in the register
49 managers hold 80% of the $23.4B institutional base. The other 716 hold the rest.
Positions as filed with the SEC for the quarter ended Jun 30. A 13F is due 45 days after the quarter closes, so this register is 78 days old and does not move with the price above it.
via Dodge & COX, Capital World Investors, Massachusetts Financial Services Co +4 more · 5.51% of LPLA, 4.47% of AON
via Jupiter Topco LLC, Principal Financial Group Inc, Massachusetts Financial Services Co +5 more · 5.06% of LPLA, 5.48% of COLL
via Dodge & COX, Capital World Investors, Norges Bank +5 more · 5.51% of LPLA, 9.63% of FIS
via Dodge & COX, Capital World Investors, Massachusetts Financial Services Co +3 more · 5.51% of LPLA, 9.45% of XP
via Dodge & COX, Capital World Investors, Principal Financial Group Inc +6 more · 5.51% of LPLA, 3.93% of AJG
via Boston Partners, Capital World Investors, Lone Pine Capital LLC +4 more · 5.14% of LPLA, 7.88% of USFD
Managers holding a meaningful stake in LPLA also hold this much of the other company’s institutional base. Managers who hold most of the companies we cover are excluded, because their overlap says nothing about this one in particular. This is how the two are held, not evidence that one moves the other.
LPLA (LPL Financial Holdings Inc.) has 11 disclosed suppliers and 11 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: MTB −1.13%, in financials.