LPL Financial Holdings Inc.

DB:7LI Stock Report

Market Cap: €23.0b

LPL Financial Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

DB:7LI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
26 Feb 24Sell€2,798,306Greg GatesIndividual11,401€246.92

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of 7LI?
Owner TypeNumber of SharesOwnership Percentage
State or Government50,9540.0681%
Individual Insiders552,8600.738%
General Public979,5601.31%
Institutions73,289,91497.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 59.66% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.72%
The Vanguard Group, Inc.
7,279,594€2.2b1.28%0.03%
6.35%
BlackRock, Inc.
4,754,404€1.5b-10.3%0.02%
4.4%
FMR LLC
3,298,105€1.0b25.5%0.06%
4.15%
Boston Partners Global Investors, Inc.
3,107,321€955.4m64%0.61%
3.48%
Kayne Anderson Rudnick Investment Management, LLC
2,603,251€800.4m0.52%1.64%
3.38%
Janus Henderson Group plc
2,528,497€777.4m-0.54%0.32%
2.91%
Lone Pine Capital LLC
2,180,137€670.3m29.4%4.19%
2.24%
State Street Global Advisors, Inc.
1,677,093€515.6m-1.52%0.02%
2.2%
WCM Investment Management, LLC
1,649,668€507.2m-0.84%0.78%
2.2%
Samlyn Capital, LLC
1,645,694€506.0m37.8%8.18%
1.92%
Geode Capital Management, LLC
1,436,831€441.8m2.6%0.03%
1.47%
Darlington Partners Capital Management, LP
1,099,736€338.1m40.4%12.63%
1.44%
Eminence Capital, LP
1,078,109€331.5m61.1%4.31%
1.32%
First Trust Advisors LP
991,029€304.7m1,010%0.25%
1.3%
Clarkston Capital Partners, LLC
977,030€300.4m-1.57%5.76%
1.24%
Norges Bank Investment Management
928,886€285.6m0%0.02%
1.21%
TD Asset Management, Inc.
906,613€278.7m2.89%0.21%
1.19%
UBS Asset Management AG
887,892€273.0m14.3%0.03%
1.16%
JP Morgan Asset Management
869,234€267.3m21.7%0.03%
1.15%
Marshall Wace LLP
863,254€265.4m0%0.4%
1.12%
Millennium Management LLC
839,199€258.0m89.4%0.22%
1.07%
Dimensional Fund Advisors LP
800,591€246.2m2.38%0.04%
1.04%
SurgoCap Partners LP
780,721€240.0m42.8%11.72%
1%
Southpoint Capital Advisors LP
750,000€230.6m50%5.33%
0.98%
Toronto-Dominion Bank, Banking Investments
735,561€226.2m1.27%0.35%