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LPLA

LPLA

LPL Financial Holdings Inc.Financial Services

Institutional holders
827
As of Q2 2026
Total 13F value
$24.7B
Sum of disclosed positions
New positions
146
This quarter
Sold positions
125
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange
BlackRock, Inc.

Blackrock, Inc.

$1.4B9.43M0.01%+15.6%
DODGE & COX

Dodge & Cox

$1.3B4.58M0.68%+10.4%
Boston Partners

Boston Partners

$1.2B4.25M0.77%+2.9%
Jupiter Topco LLC

Jupiter Topco Llc

$1.2B4.22M0.46%New Position
VANGUARD PORTFOLIO MANAGEMENT LLC

Vanguard Portfolio Management Llc

$1.1B4.61M0.05%-0.5%
VANGUARD CAPITAL MANAGEMENT LLC

Vanguard Capital Management Llc

$1B6.12M0.02%+0.5%
PRINCIPAL FINANCIAL GROUP INC

Principal Financial Group Inc

$756.3M2.68M0.35%+1.8%
SAMLYN CAPITAL, LLC

Samlyn Capital, Llc

$677.6M2.41M4.06%+3.5%
Capital World Investors

Capital World Investors

$660.1M2.34M0.08%+1.3%
STATE STREET CORP

State Street Corporation

$558.9M3.24M0.02%+15.3%
WCM INVESTMENT MANAGEMENT, LLC

Wcm Investment Management, Llc

$487.3M1.81M0.88%+4.4%
GOLDMAN SACHS GROUP INC

Goldman Sachs Group

$482M2.09M0.03%+12.8%
GEODE CAPITAL MANAGEMENT, LLC

Geode Capital Management, Llc

$437.9M2.97M0.02%+11.7%
Assenagon Asset Management S.A.

Assenagon Asset Management S.A.

$420.9M1.49M0.26%+4435.2%
ALLIANCEBERNSTEIN L.P.

Alliancebernstein L.P.

$417.7M1.44M0.14%Unchanged
MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Massachusetts Financial Services Co /Ma/

$413.8M1.46M0.10%-62.3%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Kayne Anderson Rudnick Investment Management Llc

$404.1M1.43M0.98%-14.6%
CITADEL ADVISORS LLC

Citadel Advisors

$385.6M3.46M0.02%+33.0%
LONE PINE CAPITAL LLC

Lone Pine Capital

$343.4M1.22M2.10%-40.5%
NORGES BANK

Norges Bank

$302.9M1.60M0.03%New Position
SurgoCap Partners LP

Surgocap Partners Lp

$299.5M1.06M9.68%+4.2%
VAN ECK ASSOCIATES CORP

Van Eck Associates Corp

$295.3M1.05M0.16%+4.5%
BARROW HANLEY MEWHINNEY & STRAUSS LLC

Barrow Hanley Mewhinney & Strauss Llc

$290.5M1.03M0.83%-5.7%
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP

Darlington Partners Capital Management, Lp

$279.7M993.0K12.35%+11.2%
MARSHALL WACE, LLP

Marshall Wace, Llp

$279.5M1.40M0.11%+1.5%
FMR LLC

Fmr Llc

$276.9M1.02M0.01%+1335.2%
DIMENSIONAL FUND ADVISORS LP

Dimensional Fund Advisors Lp

$257.3M3.25M0.03%-0.3%
MORGAN STANLEY

Morgan Stanley

$254.1M1.91M0.00%-32.9%
BANK OF AMERICA CORP /DE/

Bank Of America

$231.4M969.0K0.01%-38.4%
WESTFIELD CAPITAL MANAGEMENT CO LP

Westfield Capital Management Co Lp

$223.4M793.1K0.73%-10.0%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

California State Teachers Retirement System

$219.8M35.17M0.03%+23282.8%
JANE STREET GROUP, LLC

Jane Street Group, Llc

$183.3M861.2K0.01%-76.2%
RAYMOND JAMES FINANCIAL INC

Raymond James Financial Inc

$181.8M645.4K0.02%-3.1%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Ubs Asset Management Americas Inc

$163.1M605.4K0.01%+156.4%
MARKEL GROUP INC.

Markel Group

$157.7M560.0K1.20%Unchanged
UBS Group AG

Ubs Group Ag

$155.3M825.5K0.01%-15.6%
PRICE T ROWE ASSOCIATES INC /MD/

Price T Rowe Associates Inc /Md/

$153M628.1K0.01%+8.3%
NORTHERN TRUST CORP

Northern Trust Corp

$149.2M1.06M0.01%-3.2%
Azora Capital LP

Azora Capital Lp

$148.1M525.9K6.24%+23.1%
VANGUARD FIDUCIARY TRUST CO

Vanguard Fiduciary Trust Co

$147.6M869.7K0.03%+0.3%
Point72 Asset Management, L.P.

Point72 Asset Management

$146.3M824.3K0.16%-42.3%
Sixth Street Partners Management Company, L.P.

Sixth Street Partners Management Company, L.P.

$145.1M1.36M0.02%New Position
CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Charles Schwab Investment Management Inc

$145.1M1.36M0.02%-5.3%
Holocene Advisors, LP

Holocene Advisors, Lp

$130.3M462.5K0.29%+10.7%
TD ASSET MANAGEMENT INC

Td Asset Management Inc

$130M461.4K0.11%-16.7%
BNP PARIBAS FINANCIAL MARKETS

Bnp Paribas Arbitrage, Snc

$129.8M768.8K0.04%+11.2%
Epoch Investment Partners, Inc.

Epoch Investment Partners, Inc.

$126.1M447.6K0.71%+9.6%
VICTORY CAPITAL MANAGEMENT INC

Victory Capital Management Inc

$124.9M443.4K0.07%+9.3%
Castle Hook Partners LP

Castle Hook Partners Lp

$114.6M406.9K0.53%New Position
AMERICAN CENTURY COMPANIES INC

American Century Companies Inc

$114.3M3.49M0.04%+39.6%

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