Security Name: LPL FINANCIAL HOLDINGS INC
Ticker: LPLA
Security Type: EQU
Exchange: US
CUSIP: 50212V100

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $19.87B - 666 -
2024-09-30 $16.34B -17.7% 628 -5.7%
2024-12-31 $22.86B +39.9% 583 -7.2%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
SURGOCAP PARTNERS LP $231.6M 709K 11.9%
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP $306.4M 938K 11.5%
TECA PARTNERS, LP $17.3M 52K 11.0%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC $156.1M 478K 8.1%
LYNWOOD PRICE CAPITAL MANAGEMENT LP $11.6M 35K 8.0%
SAMLYN CAPITAL, LLC $513.6M 1,573K 7.8%
RIVERMONT CAPITAL MANAGEMENT LP $19.6M 60K 7.4%
HMI CAPITAL MANAGEMENT, L.P. $131.0M 401K 6.6%
TYBOURNE CAPITAL MANAGEMENT LTD $25.2M 77K 6.3%
AZORA CAPITAL LP $135.9M 416K 6.1%
HERON BAY CAPITAL MANAGEMENT $27.9M 85K 5.8%
SOLEL PARTNERS LP $28.4M 87K 5.6%
WINMILL & CO. INC $16.0M 48K 5.2%
FUTURE FUND LLC $1.7M 5K 4.8%
LONE PINE CAPITAL LLC $627.8M 1,922K 4.7%
SOUTHPOINT CAPITAL ADVISORS LP $195.9M 600K 4.6%
CORONATION FUND MANAGERS LTD. $61.1M 187K 3.6%
MAVERICK CAPITAL LTD $191.9M 587K 3.5%
BULLSEYE ASSET MANAGEMENT LLC $6.9M 21K 3.3%
PALESTRA CAPITAL MANAGEMENT LLC $107.2M 328K 2.9%
THIRD POINT LLC $213.9M 655K 2.9%
EMINENCE CAPITAL, LP $182.4M 558K 2.8%
JUNTO CAPITAL MANAGEMENT LP $132.6M 405K 2.6%
IRIDIAN ASSET MANAGEMENT LLC/CT $9.4M 28K 2.5%
ICON ADVISERS INC/CO $10.3M 31K 2.3%

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