Notable Holders of LPL FIN HLDG (LPLA)

  |   Expand Research on LPLA   |   * Does Not Fully Represent All Holders
Fund Title Shares % Owned Source
TPG Capital, L.P. COM 34,210,185 34.02% 13F
JANUS CAPITAL MANAGEMENT LLC COM 8,996,531 8.95% 13F
VANGUARD GROUP INC COM 7,420,139 7.38% 13F
BART PARTNERS, LLC COM 3,720,753 3.70% 13F
HENDERSON GROUP PLC COM 3,377,553 3.36% 13F
WCM INVESTMENT MANAGEMENT/CA COM 2,446,845 2.43% 13F
Fidelity Investments COM 2,426,302 2.41% 13F
Capital Research Global Investors COM 2,197,845 2.19% 13F
BlackRock Institutional Trust Company, N.A. COM 2,148,255 2.14% 13F
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC COMMON 2,065,911 2.05% 13F
Lone Pine Capital COM 2,003,058 1.99% 13F
PRINCIPAL FINANCIAL GROUP INC COM 1,934,483 1.92% 13F
SAMLYN CAPITAL, LLC COM 1,843,225 1.83% 13F
STATE STREET CORP COM 1,843,135 1.83% 13F
Clarkston Capital Partners LLC COM 1,501,863 1.49% 13F
GEODE CAPITAL MANAGEMENT LLC COM 1,318,823 1.31% 13F
ALLIANCEBERNSTEIN L.P. COM 1,199,344 1.19% 13F
CARILLON TOWER ADVISERS, INC. COM 1,109,701 1.10% 13F
D. E. Shaw & Co., INC. COM 1,101,579 1.10% 13F
BlackRock Fund Advisors COM 1,086,951 1.08% 13F
Nuveen Asset Management, LLC COM 946,569 0.94% 13F
Robeco Investment Management, Inc. COM 847,460 0.84% 13F
Standard Life Aberdeen plc COM 818,587 0.81% 13F
BANK OF AMERICA CORP /DE/ COM 796,171 0.79% 13F
EMINENCE CAPITAL LLC COM 784,225 0.78% 13F
ING INVESTMENT MANAGEMENT LLC COM 744,070 0.74% 13F
EAGLE ASSET MANAGEMENT INC Common Stock 737,232 0.73% 13F
RAYMOND JAMES FINANCIAL INC COM 729,567 0.73% 13F
DIMENSIONAL FUND ADVISORS LP COM 718,473 0.71% 13F
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP COM 705,468 0.70% 13F
WESTFIELD CAPITAL MANAGEMENT CO LP COM 650,449 0.65% 13F
Arrowpoint Asset Management, LLC COM 588,363 0.59% 13F
MARKEL CORP COM 559,951 0.56% 13F
MILLENNIUM MANAGEMENT LLC COM 557,422 0.55% 13F
Junto Capital Management LP COM 550,555 0.55% 13F
NORTHERN TRUST CORP COM 515,460 0.51% 13F
Invesco Ltd. COM 514,687 0.51% 13F
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT COM 513,738 0.51% 13F
WADDELL & REED FINANCIAL INC COM 506,410 0.50% 13F
OPPENHEIMER FUNDS INC COM 502,791 0.50% 13F
SCHWAB CHARLES INVESTMENT MANAGEMENT INC COM 490,239 0.49% 13F
WELLS FARGO & CO/MN COM 486,928 0.48% 13F
Marshall Wace LLP COMMON STOCK 482,953 0.48% 13F
TIAA CREF INVESTMENT MANAGEMENT LLC CS 481,900 0.48% 13F
First Pacific Advisors, LLC COM 481,500 0.48% 13F
BALYASNY ASSET MANAGEMENT LLC COM 476,845 0.47% 13F
Three Corner Global Investors LP COM 471,093 0.47% 13F
Bank of New York Mellon CORP COM 452,684 0.45% 13F
UBS Group AG COM 428,755 0.43% 13F
Epoch Investment Partners Inc. COM 420,557 0.42% 13F
MANAGED ACCOUNT ADVISORS LLC COM 416,189 0.41% 13F
AGF INVESTMENTS INC. COM 415,000 0.41% 13F
JACOBS LEVY EQUITY MANAGEMENT INC COM 411,287 0.41% 13F
LEGAL & GENERAL GROUP PLC COM 397,057 0.39% 13F
MADISON SQUARE INVESTORS LLC. COM 384,252 0.38% 13F
LMR Partners LLP COM 378,991 0.38% 13F
AGF MANAGEMENT LTD COM 374,355 0.37% 13F
RAYMOND JAMES & ASSOCIATES COM 370,555 0.37% 13F
Holocene Advisors, LP COM 364,051 0.36% 13F
Jackson Square Partners, LLC COMMON 357,484 0.36% 13F
MARSHALL WACE ASIA Ltd COMMON STOCK 350,449 0.35% 13F
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. COMMON 328,926 0.33% 13F
Coronation Asset Management (Pty) Ltd. COM 312,133 0.31% 13F
Allspring Global Investments Holdings, LLC COM 307,769 0.31% 13F
TEACHERS ADVISORS INC CS 291,631 0.29% 13F
PRICE T ROWE ASSOCIATES INC /MD/ COMM STK 289,691 0.29% 13F
Artemis Investment Management LLP COM 288,848 0.29% 13F
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC EQUITY US CM 283,950 0.28% 13F
Goldman Sachs Asset Management, L.P. CMN 279,413 0.28% 13F
ENVESTNET ASSET MANAGEMENT INC COM 275,268 0.27% 13F
DEUTSCHE BANK AG\ COM 260,405 0.26% 13F
Azora Capital LP COM 226,418 0.23% 13F
VICTORY CAPITAL MANAGEMENT INC COM 224,635 0.22% 13F
Employees Retirement System of Texas COM 218,000 0.22% 13F
TD ASSET MANAGEMENT INC COM 209,702 0.21% 13F
BB&T CORP COM 206,345 0.21% 13F
EATON VANCE MANAGEMENT COMMON STOCK 205,820 0.20% 13F
COMMERCE BANK N A/MO COM 195,398 0.19% 13F
Southpoint Capital COM 190,000 0.19% 13F
MOORE CAPITAL MANAGEMENT, LP COM 183,960 0.18% 13F
FIL Ltd COM 182,279 0.18% 13F
STIFEL FINANCIAL CORP COM 181,199 0.18% 13F
ROYAL BANK OF CANADA \ COM 180,720 0.18% 13F
Sumitomo Mitsui Trust Holdings, Inc. COM 176,484 0.18% 13F
TRILLIUM ASSET MANAGEMENT CORP COM 173,616 0.17% 13F
Cornerstone Investment Partners, LLC COM 169,223 0.17% 13F
PineBridge Investments Ltd COM 166,629 0.17% 13F
FRANKLIN RESOURCES INC COM 161,772 0.16% 13F
AMERIPRISE FINANCIAL INC COM 161,410 0.16% 13F
HSBC HOLDINGS PLC COM 161,010 0.16% 13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM COM 152,814 0.15% 13F
PRIMECAP COM 150,000 0.15% 13F
Weiss Multi-Strategy Advisers LLC COM 147,571 0.15% 13F
PARAMETRIC PORTFOLIO ASSOCIATES Common Stock 138,754 0.14% 13F
WESTWOOD HOLDINGS GROUP INC COM 138,040 0.14% 13F
CREDIT SUISSE AG/ COM 135,066 0.13% 13F
Qube Research & Technologies Ltd COM 134,964 0.13% 13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM COMMON STOCK 128,194 0.13% 13F
Russell Investments Group, Ltd. Common Stock 120,594 0.12% 13F
RENAISSANCE TECHNOLOGIES LLC COM 119,100 0.12% 13F
RHUMBLINE ADVISERS COM 117,833 0.12% 13F
National Pension Service COM 114,200 0.11% 13F
SEI INVESTMENTS CO COM 111,807 0.11% 13F
BAMCO INC /NY/ COM 109,083 0.11% 13F
GCM Grosvenor Holdings, LLC COM 105,300 0.10% 13F
CANADA PENSION PLAN INVESTMENT BOARD Common Stock 99,745 0.10% 13F
Boston Advisors COM 99,471 0.10% 13F
CITIGROUP INC COM 99,156 0.10% 13F
Heron Bay Capital Management COM 94,304 0.09% 13F
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM COM 93,265 0.09% 13F
CRAMER ROSENTHAL MCGLYNN LLC COM 89,371 0.09% 13F
BARCLAYS PLC COM 88,787 0.09% 13F
Coronation Fund Managers Ltd. COM 86,923 0.09% 13F
NEW YORK STATE COMMON RETIREMENT FUND Common Stock 86,024 0.09% 13F
AQR CAPITAL MANAGEMENT LLC COM 85,185 0.08% 13F
BlackRock Group LTD COM 75,513 0.08% 13F
TEACHER RETIREMENT SYSTEM OF TEXAS COM 73,291 0.07% 13F
LPL Financial LLC COM 73,120 0.07% 13F
PANAGORA ASSET MANAGEMENT INC COM 72,484 0.07% 13F
THORNBURG INVESTMENT MANAGEMENT INC COM 72,359 0.07% 13F
Iridian Asset Management COM 71,871 0.07% 13F
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Common 71,299 0.07% 13F
AVIVA PLC COM 66,939 0.07% 13F
REINHART MAHONEY CAPITAL MANAGEMENT INC COM 65,645 0.07% 13F
JANE STREET GROUP, LLC COM 64,304 0.06% 13F
Parallax Volatility Advisers, LLC (CALL) COM 58,900 0.06% 13F
PFS INVESTMENTS INC. COMMON 58,632 0.06% 13F
Amundi COM 57,901 0.06% 13F
Mitsubishi UFJ Trust & Banking Corp COM 56,742 0.06% 13F
Aperio Group, LLC COM 55,124 0.05% 13F
Treasurer of the State of North Carolina COM 51,835 0.05% 13F
WOLVERINE TRADING, LLC (CALL) COM 51,500 0.05% 13F
BI Asset Management Fondsmaeglerselskab A/S COM 51,063 0.05% 13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO COM 50,445 0.05% 13F
Man Group plc COM 50,441 0.05% 13F
GREAT WEST LIFE ASSURANCE CO /CAN/ COM 50,184 0.05% 13F
Hudson Bay Capital Management, L.P. COM 50,000 0.05% 13F
BLACKROCK ADVISORS LLC COM 49,773 0.05% 13F
Schonfeld Strategic Advisors LLC COM 49,624 0.05% 13F
NATIXIS COM 49,308 0.05% 13F
TUDOR INVESTMENT CORP ET AL Equity 49,117 0.05% 13F
Three Peaks Capital Management, LLC COM 48,923 0.05% 13F
WINMILL & CO. INC COM 48,860 0.05% 13F
BNP Paribas Investment Partners S.A. COM 48,733 0.05% 13F
BlackRock Investment Management, LLC COM 47,428 0.05% 13F
FORSTA AP-FONDEN COM 47,200 0.05% 13F
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. COM 46,712 0.05% 13F
State of New Jersey Common Pension Fund D COM 46,225 0.05% 13F
NORTHPOINTE CAPITAL LLC COM 45,669 0.05% 13F
ICON ADVISERS INC/CO COM 45,632 0.05% 13F
Ensign Peak Advisors, Inc COM 44,025 0.04% 13F
Full18 Capital LLC COM 44,023 0.04% 13F
ROYAL LONDON ASSET MANAGEMENT LTD COM 43,895 0.04% 13F
LOGAN CAPITAL MANAGEMENT INC COM 43,793 0.04% 13F
FIRST TRUST ADVISORS LP COM 42,734 0.04% 13F
Foster Victor Wealth Advisors, LLC COM 42,627 0.04% 13F
Century Capital Management, LLC COM 42,012 0.04% 13F
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO COM 41,901 0.04% 13F
BRANT POINT INVESTMENT MANAGEMENT LLC COM 41,553 0.04% 13F
PICTET ASSET MANAGEMENT SA COM 41,309 0.04% 13F
STATE OF WISCONSIN INVESTMENT BOARD COM 40,944 0.04% 13F
Venturi Wealth Management, LLC COM 40,663 0.04% 13F
Sumitomo Mitsui Asset Management Company, LTD COM 40,095 0.04% 13F
Point72 Europe (London) LLP COM 39,676 0.04% 13F
COMMUNITY TRUST & INVESTMENT CO COMMON STOCK 39,381 0.04% 13F
Vestmark Advisory Solutions, Inc. COM 38,378 0.04% 13F
Mn Services Vermogensbeheer B.V. COM 37,400 0.04% 13F
Phase 2 Partners, LLC COM 37,142 0.04% 13F
Brandywine Global Investment Management, LLC COM 36,062 0.04% 13F
Kleinwort Benson Investors Dublin Ltd COM 35,978 0.04% 13F
Interval Partners, LLC COM 35,941 0.04% 13F
Candriam Luxembourg S.C.A. COM 35,821 0.04% 13F
Advantage Alpha Capital Partners LP COM 34,970 0.03% 13F
Pathstone Family Office, LLC COM 34,616 0.03% 13F
CAPITAL FUND MANAGEMENT S.A. COM 34,527 0.03% 13F
Janney Montgomery Scott LLC Common Stock 34,214 0.03% 13F
Andra AP-fonden COM 34,000 0.03% 13F
NN Investment Partners Holdings N.V. COM 33,214 0.03% 13F
CI Private Wealth, LLC COM 32,728 0.03% 13F
OSSIAM COM 32,026 0.03% 13F
Zurcher Kantonalbank (Zurich Cantonalbank) COM 32,021 0.03% 13F
BROWN BROTHERS HARRIMAN & CO Common Stock 31,241 0.03% 13F
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ COM 31,020 0.03% 13F
DIAM Co., Ltd. COM 30,846 0.03% 13F
Segment Wealth Management, LLC COM 30,062 0.03% 13F
Crestline Management, LP COM 30,000 0.03% 13F
NOMURA ASSET MANAGEMENT CO LTD COM 29,960 0.03% 13F
Mitsubishi UFJ Asset Management Co., Ltd. COM 29,076 0.03% 13F
HST Ventures, LLC COM 28,889 0.03% 13F
KWB Wealth COM 27,988 0.03% 13F
RHJ International SA COM 27,874 0.03% 13F
Korea Investment CORP COM 27,003 0.03% 13F
Sterling Capital Management LLC COM 26,630 0.03% 13F
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND COM 26,600 0.03% 13F
Phoenix Holdings Ltd. COM 26,586 0.03% 13F
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC COM 26,457 0.03% 13F
NOMURA HOLDINGS INC COM 26,127 0.03% 13F
EAGLE ROCK INVESTMENT COMPANY, LLC COM 26,087 0.03% 13F
Prana Capital Management, LP COM 26,068 0.03% 13F
NORDEA INVESTMENT MANAGEMENT AB COM 25,830 0.03% 13F
PEAK6 Investments LLC (PUT) COM 25,300 0.03% 13F
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC COM 24,686 0.02% 13F
Summit Global Investments COM 24,281 0.02% 13F
AHL Partners LLP COM 24,182 0.02% 13F
THAMES CAPITAL MANAGEMENT LLC COM 23,507 0.02% 13F
Cornerstone Financial Partners, LLC COM 23,295 0.02% 13F
EFG Asset Management (North America) Corp. COM 23,266 0.02% 13F
Walleye Trading LLC (PUT) COM 23,200 0.02% 13F
Private Advisor Group, LLC COM 23,145 0.02% 13F
INTECH INVESTMENT MANAGEMENT LLC COM 22,669 0.02% 13F
Bullseye Asset Management LLC COM 22,527 0.02% 13F
HRT FINANCIAL LLC COM 22,248 0.02% 13F
Arizona State Retirement System COM 21,458 0.02% 13F
PRUDENTIAL PLC COM 21,318 0.02% 13F
Winthrop Advisory Group LLC COM 20,925 0.02% 13F
JAMES INVESTMENT RESEARCH INC COM 20,476 0.02% 13F
Bowling Portfolio Management LLC COM 20,386 0.02% 13F
MML INVESTORS SERVICES, LLC COM 20,098 0.02% 13F
Thrax Management, LLC (PUT) COM 20,000 0.02% 13F
US BANCORP \DE\ COM 19,865 0.02% 13F
Snowden Capital Advisors LLC COM 19,543 0.02% 13F
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC COMMON 19,057 0.02% 13F
MACQUARIE GROUP LTD COM 18,882 0.02% 13F
Gradient Investments LLC COM 18,637 0.02% 13F
Amalgamated Financial Corp. COM 18,455 0.02% 13F
Strategic Global Advisors, LLC COM 18,093 0.02% 13F
O'SHAUGHNESSY ASSET MANAGEMENT, LLC COM 18,064 0.02% 13F
ATHERTON LANE ADVISERS, LLC COM 18,000 0.02% 13F
Buckingham Strategic Partners COM 17,835 0.02% 13F
Dynamic Technology Lab Private Ltd COM 17,810 0.02% 13F
CAPTRUST FINANCIAL ADVISORS Stock 17,795 0.02% 13F
Sapphire Star Partners LP COM 17,757 0.02% 13F
Illinois Municipal Retirement Fund COM 17,742 0.02% 13F
APG All Pensions Group NV COM 17,400 0.02% 13F
COMERICA BANK COM 17,144 0.02% 13F
Gerber Kawasaki Wealth & Investment Management COM 16,922 0.02% 13F
BNP PARIBAS ARBITRAGE, SA Equity 16,661 0.02% 13F
BEACON INVESTMENT ADVISORS LLC COM 16,623 0.02% 13F
Cornerstone Wealth Management, LLC COM 16,596 0.02% 13F
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND COM 16,500 0.02% 13F
IFM Investors Pty Ltd COM 16,380 0.02% 13F
Skandinaviska Enskilda Banken AB (publ) COM 15,739 0.02% 13F
NewEdge Wealth, LLC COM 15,670 0.02% 13F
BlueMar Capital Management, LLC COM 15,667 0.02% 13F
Timpani Capital Management LLC COM 14,826 0.01% 13F
DnB NOR Asset Management AS common 14,794 0.01% 13F
TCW GROUP INC COM 14,768 0.01% 13F
Verdence Capital Advisors LLC COM 14,682 0.01% 13F
Xact Kapitalforvaltning AB COM 14,481 0.01% 13F
Tredje AP-fonden COM 14,191 0.01% 13F
Handelsbanken Fonder AB COM 14,081 0.01% 13F
Cantab Capital Partners LLP COM 13,932 0.01% 13F
Van Eck COM 13,876 0.01% 13F
Glen Harbor Capital Management LLC COM 13,838 0.01% 13F
CIBC Global Asset Management Inc COM 13,702 0.01% 13F
Winton Capital Group Ltd COM 13,684 0.01% 13F
Allianz Asset Management AG COM 13,609 0.01% 13F
Utah Retirement Systems COM 13,417 0.01% 13F
Portside Wealth Group, LLC COM 13,230 0.01% 13F
BLAIR WILLIAM & CO/IL COM 13,011 0.01% 13F
EFG CAPITAL INTERNATIONAL CORP. COM 12,986 0.01% 13F
KBC Group NV COM 12,913 0.01% 13F
TORONTO DOMINION BANK COM 12,850 0.01% 13F
CIBC World Markets Inc. COM 12,762 0.01% 13F
1st Global Advisors, Inc. COM 12,732 0.01% 13F
Daiwa Securities Group Inc. COM 12,473 0.01% 13F
EFG Asset Management (Americas) Corp. COM 12,304 0.01% 13F
SUNTRUST BANKS INC COM 11,963 0.01% 13F
OMT Capital Management LLC COM 11,940 0.01% 13F
Robeco Institutional Asset Management B.V. COM 11,618 0.01% 13F
TOCQUEVILLE ASSET MANAGEMENT LP COM 11,539 0.01% 13F
Meadow Creek Investment Management LLC COM 11,396 0.01% 13F
BRIDGEWAY CAPITAL MANAGEMENT INC COM 11,290 0.01% 13F
ATRIA INVESTMENTS LLC COM 11,161 0.01% 13F
FIS GROUP, INC. COM 11,025 0.01% 13F
361 CAPITAL LLC COM 10,813 0.01% 13F
Symphony Financial, Ltd. Co. COM 10,751 0.01% 13F
NISA INVESTMENT ADVISORS L L C COM 10,333 0.01% 13F
Silvant Capital Management LLC COM 10,224 0.01% 13F
CWM Advisors, LLC COM 10,149 0.01% 13F
DekaBank Deutsche Girozentrale COM 10,133 0.01% 13F
RETIREMENT CAPITAL STRATEGIES COM 10,111 0.01% 13F
Mirae Asset Global Investments Co., Ltd. COM 10,103 0.01% 13F
Quantinno Capital Management LP COM 10,072 0.01% 13F