LPL Financial Holdings Inc.

BMV:LPLA * Stock Report

Market Cap: Mex$312.6b

LPL Financial Holdings Ownership

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

Recent Insider Transactions

BMV:LPLA * Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
26 Feb 24SellMex$51,967,192Greg GatesIndividual11,401Mex$4,585.59
02 Nov 23SellMex$7,546,512Aneri JambusariaIndividual1,930Mex$3,910.11

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 LPLA *?
Owner TypeNumber of SharesOwnership Percentage
State or Government50,4540.0675%
Individual Insiders577,3680.772%
General Public845,1501.13%
Institutions73,283,62798%

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

Top Shareholders

Top 25 shareholders own 58.11% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.62%
The Vanguard Group, Inc.
7,187,868Mex$30.1b2%0.02%
7.09%
BlackRock, Inc.
5,302,759Mex$22.2b-12.7%0.02%
3.52%
FMR LLC
2,628,075Mex$11.0b-15.8%0.03%
3.46%
Kayne Anderson Rudnick Investment Management, LLC
2,589,793Mex$10.8b9.9%1.16%
3.4%
Janus Henderson Group plc
2,542,185Mex$10.6b-1.3%0.22%
2.81%
T. Rowe Price Group, Inc.
2,099,916Mex$8.8b-11.6%0.04%
2.53%
Boston Partners Global Investors, Inc.
1,894,416Mex$7.9b6.92%0.26%
2.28%
State Street Global Advisors, Inc.
1,702,972Mex$7.1b-0.41%0.01%
2.25%
Lone Pine Capital LLC
1,685,070Mex$7.0b0%2.54%
2.23%
WCM Investment Management, LLC
1,663,718Mex$7.0b-1.96%0.53%
2.13%
Capital Research and Management Company
1,594,909Mex$6.7b-0.14%0.02%
1.87%
Geode Capital Management, LLC
1,400,357Mex$5.9b2.31%0.02%
1.6%
Samlyn Capital, LLC
1,194,715Mex$5.0b8.01%4.27%
1.33%
Clarkston Capital Partners, LLC
992,615Mex$4.2b-25.6%3.88%
1.24%
Norges Bank Investment Management
928,886Mex$3.9b5.45%0.02%
1.18%
Massachusetts Financial Services Company
884,630Mex$3.7b11.3%0.04%
1.18%
TD Asset Management, Inc.
881,175Mex$3.7b-20.2%0.14%
1.13%
BNY Asset Management
841,747Mex$3.5b-6.18%0.03%
1.08%
Morgan Stanley Investment Management Inc.
804,883Mex$3.4b21.2%0.12%
1.05%
Darlington Partners Capital Management, LP
783,290Mex$3.3b9.55%7.79%
1.05%
Dimensional Fund Advisors LP
782,006Mex$3.3b8.28%0.03%
1.04%
UBS Asset Management AG
776,522Mex$3.2b25.7%0.02%
1.04%
Canada Pension Plan Investment Board
774,901Mex$3.2b-1.13%0.1%
1.04%
Manulife Asset Management
774,175Mex$3.2b31.1%0.12%
0.97%
Toronto-Dominion Bank, Banking Investments
726,291Mex$3.0b-25%0.22%