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LPL Financial Holdings Inc
LPL Financial Holdings Inc. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 206 Institutional holders with a total value of $4,814,388,361.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TPG Group Holdings (SBS) Advisors, Inc. 12,887,109 677,089,000 14.06%
2 LONE PINE CAPITAL LLC 8,518,366 447,555,000 9.30%
3 WELLINGTON MANAGEMENT GROUP LLP 6,876,827 361,308,000 7.50%
4 PRICE T ROWE ASSOCIATES INC /MD/ 6,556,396 344,473,000 7.16%
5 FPR PARTNERS LLC 6,532,848 343,236,000 7.13%
6 JANUS HENDERSON INVESTORS US LLC 5,022,993 263,906,000 5.48%
7 VANGUARD GROUP INC 4,561,771 239,675,000 4.98%
8 BLAIR WILLIAM & CO/IL 3,170,131 166,558,000 3.46%
9 Artisan Partners Limited Partnership 3,048,014 160,143,000 3.33%
10 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,420,024 127,148,000 2.64%
11 Invesco Ltd. 2,355,322 123,749,000 2.57%
12 Stockbridge Partners LLC 2,219,796 116,628,000 2.42%
13 BROWN BROTHERS HARRIMAN & CO 2,000,000 105,080,000 2.18%
14 BlackRock Institutional Trust Company, N.A. 1,796,059 94,365,000 1.96%
15 PRINCIPAL FINANCIAL GROUP INC 1,759,731 92,456,000 1.92%
16 AKRE CAPITAL MANAGEMENT LLC 1,715,000 90,106,000 1.87%
17 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1,449,325 76,147,000 1.58%
18 FMR LLC 1,426,200 74,933,000 1.56%
19 STATE STREET CORP 829,131 43,559,000 0.90%
20 ArrowMark Colorado Holdings LLC 811,762 42,650,000 0.89%
21 BlackRock Fund Advisors 655,974 34,465,000 0.72%
22 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 604,010 31,734,685 0.66%
23 HANSEATIC MANAGEMENT SERVICES INC 1,647 31,350,000 0.65%
24 NORGES BANK 532,275 27,966,000 0.58%
25 MILLENNIUM MANAGEMENT LLC 514,216 27,017,000 0.56%
26 GOLDMAN SACHS GROUP INC 493,185 25,912,000 0.54%
27 HMI Capital Management, L.P. 442,000 23,223,000 0.48%
28 GEODE CAPITAL MANAGEMENT, LLC 430,428 22,614,000 0.47%
29 NORTHERN TRUST CORP 424,181 22,287,000 0.46%
30 MANAGED ACCOUNT ADVISORS LLC 416,110 21,863,000 0.45%
31 Alyeska Investment Group, L.P. 410,165 21,550,000 0.45%
32 WESTFIELD CAPITAL MANAGEMENT CO LP 369,970 19,438,000 0.40%
33 Nuveen Asset Management, LLC 369,539 19,416,000 0.40%
34 DIMENSIONAL FUND ADVISORS LP 336,637 17,688,000 0.37%
35 Pivot Point Capital Partners, LLC 328,861 17,278,000 0.36%
36 RAINIER INVESTMENT MANAGEMENT LLC 323,840 17,016,000 0.35%
37 Bank of New York Mellon Corp 290,237 15,250,000 0.32%
38 NATIXIS ADVISORS, LLC 280,153 14,720,000 0.31%
39 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 295,600 14,581,000 0.30%
40 WELLS FARGO & COMPANY/MN 254,769 13,385,000 0.28%
41 FIRST TRUST ADVISORS LP 249,187 13,092,000 0.27%
42 MASON STREET ADVISORS, LLC 241,145 12,670,000 0.26%
43 Penn Capital Management Company, LLC 230,663 12,119,000 0.25%
44 FRONTIER CAPITAL MANAGEMENT CO LLC 216,540 11,377,000 0.24%
45 OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 213,142 11,198,000 0.23%
46 MORGAN STANLEY 210,759 11,073,000 0.23%
47 TIAA CREF INVESTMENT MANAGEMENT LLC 208,577 10,959,000 0.23%
48 NATIXIS 200,000 10,508,000 0.22%
49 AlpInvest Partners B.V. 186,014 9,773,000 0.20%
50 GLOBEFLEX CAPITAL L P 185,413 9,741,000 0.20%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.