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 - 2025
[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
Janus Capital Management LLC LPL Financial Holdings Inc [2014-02-14] 5.2
Wellington Management Co LLP LPL Financial Holdings Inc [2014-02-14] 8.23
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 - 2025
Gates Greg
LPL Financial Holdings Inc.
Mnookin Allison
Schifter Richard P
Putnam James S
Glavin William Francis Jr
Bernard Edward C
Cohen Marc Eliot
Thomas Corey E.
Eberhart Paulett
Jambusaria Aneri
Mulcahy Anne M
Ko Albert J
Reeping Katharine
Audette Matthew J
Steinmeier Richard
Enyedi Matthew
Dadyar Sara
Brown Althea
Arnold Dan H.
Sethi Kabir
Larsen Sallie R.
Simonich Brent
Semerjian Dayton
Oroschakoff Michelle
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.
Coulter James G
TPG Group Holdings (SBS) Advisors, Inc.
Bonderman David
Handelsman Sharyn
Boyce Richard W
Thomas Lux
Helliker Mark
Schott Mary Frances
Moore Robert J.
Khoury Joan D
Bruton Derek
Stiefler Jeffrey E
Hellman & Friedman LLC
Hellman & Friedman Capital Partners V, L.P.
Hellman & Friedman Capital Associates V, L.P.
Hellman & Friedman Capital Partners V (Parallel), L.P.
Hellman & Friedman Investors V, L.P.
Thorpe Allen R
McDermott John J.
Goldstein Jeffrey A
Dwyer William E III
Brown Stephanie L
Hellman & Friedman GP LLC
Hellman & Friedman LP
Feeney Christopher
Eaton Jonathan
Stearns Esther M
Form 13F Holdings
Firm Period DFND Voting Shares
Vanguard Group Inc [2025-06-30] SOLE 0 7,766,915
BlackRock, Inc. [2025-06-30] SOLE 4,293,889 4,832,695
Boston Partners [2025-06-30] DFND 3,105,201 3,263,547
Janus Henderson Group PLC [2025-06-30] DFND 0 3,077,677
Dodge & Cox [2025-06-30] SOLE 2,553,449 2,701,709
FMR LLC [2025-06-30] DFND 2,393,710 2,454,474
Massachusetts Financial Services Co /MA/ [2025-06-30] SOLE 1,971,443 1,971,443
Kayne Anderson Rudnick Investment Management LLC [2025-06-30] SOLE 1,951,984 1,967,227
Lone Pine Capital LLC [2025-06-30] SOLE 1,872,248 1,872,248
WCM Investment Management LLC [2025-06-30] SOLE 1,563,574 1,730,777
State Street Corp [2025-06-30] DFND 1,332,071 1,727,166
Geode Capital Management LLC [2025-06-30] DFND 1,724,962 1,724,962
Principal Financial Group Inc [2025-06-30] DFND 1,596,909 1,596,909
Morgan Stanley [2025-06-30] DFND 591,092 1,373,997
Jennison Associates LLC [2025-06-30] DFND 1,255,478 1,371,037
Samlyn Capital LLC [2025-06-30] DFND 1,215,280 1,215,280
JPMorgan Chase & Co [2025-06-30] DFND 830,888 1,153,220
Norges Bank [2025-06-30] SOLE 1,072,919 1,072,919
Bank of America Corp /DE/ [2025-06-30] DFND 27,410 962,076
Surgocap Partners LP [2025-06-30] SOLE 881,405 881,405
Raymond James Financial Inc [2025-06-30] DFND 839,574 870,620
Egerton Capital UK LLP [2025-06-30] DFND 832,516 832,516
Darlington Partners Capital Management LP [2025-06-30] SOLE 785,737 785,737
Westfield Capital Management Co LP [2025-06-30] SOLE 444,652 782,232
AGF Management Ltd [2025-06-30] SOLE 765,024 765,024
Dimensional Fund Advisors LP [2025-06-30] SOLE 675,616 705,785
AllianceBernstein LP [2025-06-30] DFND 416,331 701,419
Winslow Capital Management LLC [2025-06-30] OTR 0 663,322
TD Asset Management Inc [2025-06-30] SOLE 643,369 643,369
Third Point LLC [2025-06-30] SOLE 625,000 625,000
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