LPL FINANCIAL HOLDINGS INC (LPLA) Institutional Ownership

LPLA is currently held by 6 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.00B based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Dodge & Cox Stock Fund, which reported ownership valued at approximately $1.25B in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Dodge & Cox Stock Fund's LPLA position is now estimated to be worth approximately $1.22B, representing an estimated loss of -1.90% since the filing period.

Major shareholders tracked on this page include Dodge & Cox Stock Fund, Lone Pine Capital, Cantillon Capital Management, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks disclosed ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward LPL FINANCIAL HOLDINGS INC (LPLA).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20266$1,999,038,8346,645,078
Q4 20258$2,598,930,0177,276,451
Q3 20255$2,083,853,3896,263,649
Q2 20256$2,303,420,0966,142,945
Q1 20256$1,577,001,7444,820,571
Q4 20246$1,080,000,5393,307,710
Q3 20245$624,105,6792,682,825
Q2 20246$530,609,7941,899,784
Q1 20245$460,714,4801,837,815
Q4 20234$426,361,5552,056,645
Q3 20234$445,139,6011,927,035
Q2 20233$435,875,8552,123,653

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