Companies / LPL Financial Holdings Inc. / Activity
Activity — LPL Financial Holdings Inc.
222 moves.
Top impactInsider · CEO movesInsider · biggest buysInsider · biggest sellsInstitution · biggest movesInstitution · new positions
| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q1 2026 as of | Norges Bank 13F manager | Exit | Common stock | $-371.62M | -1.0M -100.00% | 0 | high |
| Q1 2026 as of | Principal Financial Group Inc 13F manager | Add | Common stock | $211.20M | +702K +36.29% | 2,636,544 3.35% of shares | high |
| Q1 2026 as of | Kayne Anderson Rudnick Investment Management, LLC 13F manager | Trim | Common stock | $-186.05M | -618K -26.91% | 1,680,090 2.13% of shares | high |
| Q1 2026 as of | Third Point LLC 13F manager | Exit | Common stock | $-182.16M | -510K -100.00% | 0 | high |
| Q1 2026 as of | Millennium Management LLC 13F manager | Add | Common stock | $176.15M | +586K +192.16% | 890,253 1.13% of shares | high |
| Q1 2026 as of | Boston Partners 13F manager | Add | Common stock | $174.71M | +581K +16.37% | 4,131,498 5.25% of shares | high |
| Q1 2026 as of | Eminence Capital, LP 13F manager | Exit | Common stock | $-157.81M | -442K -100.00% | 0 | high |
| Q1 2026 as of | AllianceBernstein L.P. 13F manager | Add | Common stock | $133.10M | +373K +31.07% | 1,571,998 2.00% of shares | high |
| Q4 2025 as of | Cantillon Capital Management LLC 13F manager | New | Common stock | $131.82M | +369K | 369,068 0.47% of shares | high |
| Q1 2026 as of | Voya Investment Management LLC 13F manager | Add | Common stock | $96.42M | +321K +4113.31% | 329,270 0.42% of shares | high |
| Q1 2026 as of | Victory Capital Management, Inc. 13F manager | Add | Common stock | $90.66M | +301K +288.51% | 405,812 0.52% of shares | high |
| Q1 2026 as of | Janus Henderson Group PLC 13F manager | Add | Common stock | $87.01M | +289K +8.56% | 3,666,780 4.66% of shares | high |
| Q1 2026 as of | Tremblant Capital Group 13F manager | Exit | Common stock | $-79.35M | -222K -100.00% | 0 | high |
| Q1 2026 as of | Westfield Capital Management Company, L.P. 13F manager | Add | Common stock | $77.00M | +256K +40.91% | 881,506 1.12% of shares | high |
| Q2 2026 as of | BlackRock, Inc. 13F manager | Trim | Common stock | $-72.12M | -256K -5.13% | 4,732,991 6.01% of shares | high |
| Q1 2026 as of | Bridgewater Associates, LP 13F manager | Exit | Common stock | $-42.25M | -118K -100.00% | 0 | medium |
| Q1 2026 as of | Southpoint Capital Advisors LP 13F manager | Exit | Common stock | $-41.07M | -115K -100.00% | 0 | medium |
| Q4 2025 as of | Norges Bank 13F manager | Add | Common stock | $40.05M | +112K +12.08% | 1,040,445 1.32% of shares | medium |
| Q1 2026 as of | King Street Capital Management, L.P. 13F manager | Exit | Common stock | $-37.15M | -104K -100.00% | 0 | medium |
| Q1 2026 as of | Northwestern Mutual Wealth Management Co 13F manager | Trim | Common stock | $-35.96M | -120K -89.07% | 14,676 0.02% of shares | medium |
| Q1 2026 as of | Diamond Hill Capital Management Inc 13F manager | Add | Common stock | $30.76M | +102K +298.05% | 136,548 0.17% of shares | medium |
| Q1 2026 as of | Champlain Investment Partners, LLC 13F manager | New | Common stock | $30.40M | +101K | 101,050 0.13% of shares | medium |
| Q4 2025 as of | Bank of America Corp /De 13F manager | Trim | Common stock | $-29.24M | -82K -9.32% | 796,171 1.01% of shares | medium |
| Q1 2026 as of | Fort Washington Investment Advisors Inc /Oh 13F manager | Add | Common stock | $29.09M | +97K +38.47% | 348,101 0.44% of shares | medium |
| Q1 2026 as of | D. E. Shaw & Co., Inc. 13F manager | Exit | Common stock | $-27.95M | -78K -100.00% | 0 | medium |
| Q2 2026 as of | State Street Corporation 13F manager | Add | Common stock | $25.66M | +91K +4.94% | 1,934,239 2.46% of shares | medium |
| Q2 2026 as of | Lynwood Price Capital Management LP 13F manager | Exit | Common stock | $-25.00M | -70K -100.00% | 0 | medium |
| Q1 2026 as of | TD Asset Management Inc 13F manager | Trim | Common stock | $-23.78M | -79K -12.49% | 554,133 0.70% of shares | medium |
| Q4 2024 as of | Barclays PLC 13F manager | Trim | Common stock | $-20.66M | -63K -54.66% | 52,485 0.07% of shares | medium |
| Q1 2026 as of | First Pacific Advisors, LP 13F manager | Trim | Common stock | $-20.09M | -67K -17.24% | 320,624 0.41% of shares | medium |
| Q4 2025 as of | Danske Bank A/S 13F manager | Add | Common stock | $18.24M | +51K +69.71% | 124,333 0.16% of shares | medium |
| Q1 2026 as of | Hudson Bay Capital Management LP 13F manager | Add | Common stock | $16.61M | +55K +68.95% | 135,324 0.17% of shares | medium |
| Q1 2026 as of | Epoch Investment Partners, Inc. 13F manager | Trim | Common stock | $-16.29M | -54K -11.71% | 408,301 0.52% of shares | medium |
| Q1 2026 as of | Bamco Inc /Ny 13F manager | Trim | Common stock | $-16.08M | -53K -30.51% | 121,778 0.15% of shares | medium |
| Q3 2024 as of | Barclays PLC 13F manager | Add | Common stock | $14.35M | +62K +114.11% | 115,767 0.15% of shares | medium |
| Q1 2026 as of | Amundi 13F manager | Trim | Common stock | $-13.53M | -45K -26.34% | 125,776 0.16% of shares | medium |
| Q1 2026 as of | Cantillon Capital Management LLC 13F manager | Trim | Common stock | $-13.28M | -44K -11.96% | 324,927 0.41% of shares | medium |
| Q1 2026 as of | Geode Capital Management, LLC 13F manager | Add | Common stock | $11.98M | +40K +2.57% | 1,594,750 2.03% of shares | medium |
| Q2 2026 as of | Victory Capital Management, Inc. 13F manager | Add | Common stock | $10.60M | +38K +9.27% | 443,434 0.56% of shares | medium |
| Q1 2026 as of | Nomura Holdings Inc 13F manager | Exit | Common stock | $-9.33M | -26K -100.00% | 0 | medium |
| Q1 2026 as of | Basswood Capital Management, L.L.C. 13F manager | New | Common stock | $9.09M | +30K | 30,206 0.04% of shares | medium |
| Q1 2026 as of | Foyston, Gordon & Payne Inc 13F manager | New | Common stock | $8.64M | +29K | 28,724 0.04% of shares | medium |
| Q1 2026 as of | Westwood Holdings Group Inc 13F manager | Trim | Common stock | $-8.60M | -29K -20.72% | 109,442 0.14% of shares | medium |
| Q2 2025 as of | Barclays PLC 13F manager | Add | Common stock | $7.95M | +21K +48.68% | 64,783 0.08% of shares | medium |
| Q1 2026 as of | Lone Pine Capital LLC 13F manager | Trim | Common stock | $-7.52M | -25K -1.20% | 2,049,967 2.60% of shares | medium |
| Q1 2026 as of | Adage Capital Partners Gp, L.L.C. 13F manager | Add | Common stock | $7.22M | +24K +60.00% | 64,000 0.08% of shares | medium |
| Q1 2026 as of | Royal Bank of Canada 13F manager | Trim | Common stock | $-6.89M | -23K -12.67% | 157,829 0.20% of shares | medium |
| Q1 2026 as of | Fairview Capital Investment Management, LLC 13F manager | Trim | Common stock | $-6.64M | -22K -5.33% | 391,686 0.50% of shares | medium |
| Q2 2026 as of | WINTON GROUP Ltd 13F manager | New | Common stock | $6.16M | +22K | 21,878 0.03% of shares | medium |
| Q2 2026 as of | Forsta Ap-Fonden 13F manager | Exit | Common stock | $-5.90M | -17K -100.00% | 0 | medium |