LPLA institutional holders
LPL FINL HLDGS INC COM · 13F, 2026Q2
| Managers holding | 763 |
|---|
| Shares held | 83,617,932 |
|---|
| Reported value | $23.5bn |
|---|
| Quarter flows | 94 new, 256 added, 301 trimmed, 99 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| BlackRock, Inc. | 4,732,991 | $1.3bn | 0.0% |
| Dodge & Cox | 4,578,679 | $1.3bn | 0.7% |
| Boston Partners | 4,250,828 | $1.2bn | 1.1% |
| Jupiter Topco LLC | 4,198,356 | $1.2bn | 0.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,832,005 | $1.1bn | 0.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,613,624 | $1.0bn | 0.0% |
| PRINCIPAL FINANCIAL GROUP INC | 2,684,964 | $756.3m | 0.4% |
| SAMLYN CAPITAL, LLC | 2,405,639 | $677.6m | 11.0% |
| Capital World Investors | 2,343,266 | $660.1m | 0.1% |
| STATE STREET CORP | 1,934,239 | $544.8m | 0.0% |
| WCM INVESTMENT MANAGEMENT, LLC | 1,810,058 | $487.3m | 0.9% |
| GOLDMAN SACHS GROUP INC | 1,695,954 | $477.7m | 0.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,502,575 | $422.0m | 0.0% |
| Assenagon Asset Management S.A. | 1,494,172 | $420.9m | 0.3% |
| ALLIANCEBERNSTEIN L.P. | 1,385,759 | $416.9m | 0.1% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,458,759 | $413.8m | 0.1% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,434,522 | $404.1m | 1.3% |
| LONE PINE CAPITAL LLC | 1,219,099 | $343.4m | 2.1% |
| SurgoCap Partners LP | 1,063,218 | $299.5m | 9.7% |
| NORGES BANK | 1,054,523 | $297.0m | 0.0% |
| VAN ECK ASSOCIATES CORP | 1,048,344 | $295.3m | 0.2% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1,031,243 | $290.5m | 0.9% |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 993,006 | $279.7m | 12.3% |
| FMR LLC | 981,391 | $276.4m | 0.0% |
| MARSHALL WACE, LLP | 975,627 | $274.8m | 0.2% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("LPLA"). LPLA price history · All 13F data
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