LPL Financial Holdings Inc.

BMV:LPLA * Stock Report

Market Cap: Mex$275.2b

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: LPLA * 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 Government43,0700.0555%
Individual Insiders632,9720.815%
General Public1,575,5852.03%
Institutions75,415,77697.1%

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


Top Shareholders

Top 25 shareholders own 61.86% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.2%
The Vanguard Group, Inc.
7,938,028Mex$28.1b4.88%0.03%
8.42%
BlackRock, Inc.
6,542,756Mex$23.2b3.98%0.03%
5.09%
FMR LLC
3,955,261Mex$14.0b78.2%0.07%
4.26%
Janus Henderson Group plc
3,305,996Mex$11.7b-4.53%0.32%
3.17%
WCM Investment Management, LLC
2,464,045Mex$8.7b-3.61%0.96%
2.6%
Kayne Anderson Rudnick Investment Management, LLC
2,016,167Mex$7.1b-0.13%1.09%
2.39%
Lone Pine Capital LLC
1,859,641Mex$6.6b-7.36%3.33%
2.28%
Samlyn Capital, LLC
1,772,888Mex$6.3b27.3%6.23%
2.2%
State Street Global Advisors, Inc.
1,708,552Mex$6.1b4.21%0.02%
1.92%
Millennium Management LLC
1,494,914Mex$5.3b98.2%0.34%
1.91%
Clarkston Capital Partners, LLC
1,484,455Mex$5.3b0.88%5.52%
1.88%
Geode Capital Management, LLC
1,456,856Mex$5.2b9.9%0.03%
1.74%
Wellington Management Group LLP
1,348,443Mex$4.8b-11.5%0.05%
1.43%
J.P. Morgan Asset Management, Inc.
1,111,539Mex$3.9b3.16%0.03%
1.36%
D. E. Shaw & Co., L.P.
1,053,398Mex$3.7b27.6%0.38%
1.31%
AllianceBernstein L.P.
1,019,968Mex$3.6b-24.3%0.07%
1.31%
Egerton Capital (UK) LLP
1,019,727Mex$3.6b-17%2.05%
1.3%
Capital Research and Management Company
1,009,106Mex$3.6b-55.6%0.01%
1.3%
Norges Bank Investment Management
1,007,537Mex$3.6b0%0.02%
0.99%
Eagle Asset Management, Inc.
770,018Mex$2.7b-16.5%0.9%
0.99%
abrdn plc
765,361Mex$2.7b8.93%0.11%
0.99%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
765,174Mex$2.7b-5.12%0.04%
0.96%
BNY Mellon Asset Management
745,379Mex$2.6b27.7%0.03%
0.92%
Eminence Capital, LP
718,119Mex$2.5b64.1%2.38%
0.91%
Dimensional Fund Advisors LP
707,966Mex$2.5b-12.2%0.03%
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