LPL Investment Holdings Inc

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LPL Investment Holdings Inc
TickerLPLA
CIK #0001397911
CUSIP50212V100
SectorFinance - Security & Commodity Brokers, Dealers, Exchanges & Services
AddressOne Beacon Street , Floor 22, Boston, MA 02108
Source [EDGAR]
CIK Filing 2011 - 2024
[0001397911] 10-K
[0001397911] 10-Q
[0001397911] 3
[0001397911] 4
[0001397911] 5
[0001397911] 8-K
[0001397911] SC 13D
[0001397911] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
BlackRock Inc LPL Financial Holdings Inc [2023-02-03] 7.9
Wellington Management Group LLP LPL Financial Holdings Inc [2021-02-04] 7.25
Janus Henderson Group PLC LPL Financial Holdings Inc [2017-06-12] 10.2
First Pacific Advisors LLC LPL Financial Holdings Inc [2017-02-14] 5.1
Fairview Capital Investment Management LLC LPL Financial Holdings Inc [2016-02-22] 5.0
Vanguard Group Inc LPL Financial Holdings Inc [2016-02-10] 5.63
Marcato Capital Management LP LPL Financial Holdings Inc [2015-09-22] 6.3
Price T Rowe Associates Inc /MD/ LPL Financial Holdings Inc [2015-02-12] 8.6
SPO Advisory Corp LPL Financial Holdings Inc [2014-12-22] 5.3
Wellington Management Co LLP LPL Financial Holdings Inc [2014-02-14] 8.23
Janus Capital Management LLC LPL Financial Holdings Inc [2014-02-14] 5.2
Lone Pine Capital LLC LPL Financial Holdings Inc [2014-02-07] 6.4
FPR Partners LLC LPL Financial Holdings Inc [2013-02-14] 7.1
Form 3/4/5 Filer 2011 - 2024
LPL Financial Holdings Inc.
Gates Greg
Jambusaria Aneri
Eberhart Paulett
Bernard Edward C
Thomas Corey E.
Putnam James S
Schifter Richard P
Mnookin Allison
Glavin William Francis Jr
Mulcahy Anne M
Ko Albert J
Sethi Kabir
Audette Matthew J
Enyedi Matthew
Arnold Dan H.
Steinmeier Richard
Simonich Brent
Semerjian Dayton
Oroschakoff Michelle
Larsen Sallie R.
White George Burton
Fandrey Edward
Seese Scott
Kalbaugh John Andrew
Riepe James S
Calder Tracy
Gooley Thomas
Dinh Viet D
Morrissey William P. Jr.
Hellman Marco
Brennan John Joseph
Bergers David P.
Fetter Victor
Casady Mark S
Parker Ryan
Buchheister Jeffrey R.
Bonderman David
Coulter James G
TPG Group Holdings (SBS) Advisors, Inc.
Handelsman Sharyn
Thomas Lux
Boyce Richard W
Helliker Mark
Schott Mary Frances
Moore Robert J.
Khoury Joan D
Bruton Derek
Stiefler Jeffrey E
Thorpe Allen R
Hellman & Friedman Capital Partners V, L.P.
Hellman & Friedman Capital Associates V, L.P.
Hellman & Friedman LLC
Hellman & Friedman Capital Partners V (Parallel), L.P.
Hellman & Friedman Investors V, L.P.
Hellman & Friedman GP LLC
Goldstein Jeffrey A
Dwyer William E III
Brown Stephanie L
McDermott John J.
Hellman & Friedman LP
Feeney Christopher
Eaton Jonathan
Stearns Esther M
Form 13F Holdings
Firm Period DFND Voting Shares
Vanguard Group Inc [2023-03-31] SOLE 0.0 7,756,556.0
BlackRock Inc. [2023-03-31] SOLE 5,835,245.0 6,542,672.0
FMR LLC [2023-03-31] DFND 3,940,958.0 4,283,675.0
Janus Henderson Group PLC [2023-03-31] DFND 0.0 3,305,996.0
WCM Investment Management LLC [2023-03-31] SOLE 2,227,429.0 2,464,045.0
Lone Pine Capital LLC [2023-03-31] SOLE 1,859,641.0 1,859,641.0
Samlyn Capital LLC [2023-03-31] DFND 1,772,888.0 1,772,888.0
State Street Corp [2023-03-31] DFND 1,359,646.0 1,708,552.0
Kayne Anderson Rudnick Investment Management LLC [2023-03-31] SOLE 1,629,807.0 1,648,182.0
Millennium Management LLC [2023-03-31] SOLE 1,487,641.0 1,487,641.0
Clarkston Capital Partners LLC [2023-03-31] SOLE 1,409,230.0 1,484,455.0
Geode Capital Management LLC [2023-03-31] DFND 1,456,856.0 1,456,856.0
Wellington Management Group LLP [2023-03-31] DFND 0.0 1,348,443.0
JPMorgan Chase & Co [2023-03-31] DFND 1,121,461.0 1,240,227.0
D. E. Shaw & Co., Inc. [2023-03-31] DFND 1,041,598.0 1,053,398.0
Nuveen Asset Management LLC [2023-03-31] DFND 1,027,565.0 1,028,302.0
AllianceBernstein LP [2023-03-31] DFND 911,467.0 1,019,968.0
Egerton Capital UK LLP [2023-03-31] DFND 1,019,727.0 1,019,727.0
Capital Research Global Investors [2023-03-31] DFND 1,004,591.0 1,009,106.0
Eagle Asset Management Inc [2023-03-31] SOLE 770,018.0 770,018.0
abrdn plc [2023-03-31] DFND 765,361.0 765,361.0
Eminence Capital LP [2023-03-31] SOLE 718,119.0 718,119.0
Morgan Stanley [2023-03-31] DFND 478,507.0 698,418.0
Bank of New York Mellon Corp [2023-03-31] DFND 503,919.0 695,318.0
Dimensional Fund Advisors LP [2023-03-31] SOLE 584,796.0 622,011.0
Voya Investment Management LLC [2023-03-31] DFND 0.0 617,123.0
Westfield Capital Management Co LP [2023-03-31] SOLE 497,696.0 593,157.0
Citadel Advisors LLC [2023-03-31] DFND 574,343.0 574,343.0
Fairview Capital Investment Management LLC [2023-03-31] SOLE 512,732.0 525,127.0
Deutsche Bank AG [2023-03-31] DFND 269,695.0 521,203.0
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