Lpl Financial Holdings INC Schedule 13G passive stakes
Filed when an investor crosses five percent without intending to seek control — the passive counterpart to a 13D.
NASDAQ
Janus Henderson Group Ltd. has reported beneficial ownership of 5.3% of LPL Financial Holdings Inc. common stock as of June 30, 2026.
NASDAQ
Boston Partners has reported beneficial ownership of 4,004,971.6 shares, representing 5.01% of LPL Financial Holdings Inc.'s common stock, as of June 30, 2026.
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Dodge & Cox has reported beneficial ownership of 4,146,547 shares, representing 5.2% of the outstanding common stock of LPL Financial Holdings Inc., as of March 31, 2026.
NASDAQ
Vanguard Capital Management reports beneficial ownership of over 4.3 million shares, representing 5.36% of LPL Financial Holdings' common stock.
NASDAQ
The Vanguard Group has filed an amended Schedule 13G, reporting 0% beneficial ownership in LPL Financial Holdings Inc. following an internal realignment.
NASDAQ
The Vanguard Group has increased its beneficial ownership in LPL Financial Holdings Inc. to 10.05% of common stock, holding over 8 million shares.