LPL FINANCIAL HOLDINGS INC (LPLA) Institutional Shareholders
LPL FINANCIAL HOLDINGS INC (LPLA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $24.03B in LPLA holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of LPLA tracked by InsiderSet, reporting ownership valued at approximately $1.50B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.76B, representing an estimated gain of +17.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed LPLA value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dodge & Cox Stock Fund, Boston Partners, and several other long-term asset managers with concentrated positions in LPL FINANCIAL HOLDINGS INC (LPLA).
This page ranks the largest institutional LPLA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
736
Total Reported Value
$24.03B
Largest Holder
Blackrock, Inc.
Largest Position
$1.50B
Insider Transactions (90d)
10
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.03% | 4,974,255 | $1,496,405,070 | $1,759,393,994 | +$262,988,924 | +17.57% | |
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.69% | 4,146,547 | $1,247,405,734 | $1,466,633,674 | +$219,227,940 | +17.57% |
| Boston Partners | 1.30% | 4,131,498 | $1,242,012,124 | $1,461,310,843 | +$219,298,719 | +17.66% | |
| Massachusetts Financial Services Co | 0.39% | 3,869,359 | $1,171,265,025 | $1,368,592,278 | +$197,327,253 | +16.85% | |
| Vanguard Portfolio Management Llc | 0.06% | 3,851,978 | $1,158,790,542 | $1,362,444,619 | +$203,654,077 | +17.57% | |
| Janus Henderson Group Plc | 0.55% | 3,666,780 | $1,103,078,994 | $1,296,940,086 | +$193,861,092 | +17.57% | |
| Vanguard Capital Management Llc | 0.03% | 3,596,968 | $1,082,075,883 | $1,272,247,582 | +$190,171,699 | +17.57% | |
| Principal Financial Group Inc | 0.42% | 2,636,544 | $793,163,161 | $932,545,613 | +$139,382,452 | +17.57% | |
| Samlyn Capital, Llc | 12.00% | 2,323,360 | $698,936,389 | $821,772,432 | +$122,836,043 | +17.57% | |
| Capital World Investors | 0.09% | 2,312,446 | $695,653,130 | $817,912,150 | +$122,259,020 | +17.57% | |
| Lone Pine Capital | Stephen Mandel | 4.92% | 2,049,967 | $616,691,573 | $725,073,328 | +$108,381,755 | +17.57% |
| Alliancebernstein L.P. | 0.18% | 1,571,998 | $561,470,526 | $556,015,693 | -$5,454,833 | -0.97% | |
| State Street Corp | 0.02% | 1,863,266 | $560,526,311 | $659,037,184 | +$98,510,873 | +17.57% | |
| Wcm Investment Management, Llc | 1.19% | 1,734,395 | $520,630,729 | $613,455,512 | +$92,824,783 | +17.83% | |
| Kayne Anderson Rudnick Investment Management Llc | 1.48% | 1,680,090 | $505,421,594 | $594,247,833 | +$88,826,239 | +17.57% | |
| Geode Capital Management, Llc | 0.03% | 1,594,750 | $478,507,372 | $564,063,075 | +$85,555,703 | +17.88% | |
| Fmr Llc | 0.02% | 1,297,690 | $390,384,059 | $458,992,953 | +$68,608,894 | +17.57% | |
| Morgan Stanley | 0.02% | 1,283,665 | $386,166,170 | $454,032,311 | +$67,866,141 | +17.57% | |
| Barrow Hanley Mewhinney & Strauss Llc | 1.08% | 1,093,406 | $328,929,327 | $386,737,702 | +$57,808,375 | +17.57% | |
| Surgocap Partners Lp | 10.25% | 1,020,839 | $307,098,996 | $361,070,754 | +$53,971,758 | +17.57% | |
| Citadel Advisors Llc | 0.20% | 923,471 | $277,807,781 | $326,631,693 | +$48,823,912 | +17.57% | |
| Darlington Partners Capital Management, Lp | 12.07% | 893,006 | $268,642,995 | $315,856,222 | +$47,213,227 | +17.57% | |
| Millennium Management Llc | 0.20% | 890,253 | $267,814,810 | $314,882,486 | +$47,067,676 | +17.57% | |
| Westfield Capital Management Co Lp | 1.11% | 881,506 | $265,183,525 | $311,788,672 | +$46,605,147 | +17.57% | |
| Dimensional Fund Advisors Lp | 0.05% | 816,367 | $245,600,489 | $288,749,008 | +$43,148,519 | +17.57% | |
| Bank Of America Corp | 0.02% | 803,428 | $241,695,269 | $284,172,484 | +$42,477,215 | +17.57% | |
| Assenagon Asset Management S.A. | 0.27% | 747,086 | $210,439,184 | $264,244,318 | +$53,805,134 | +25.57% | |
| Apg Asset Management N.V. | 0.64% | 772,692 | $201,743,564 | $273,301,160 | +$71,557,596 | +35.47% | |
| Ubs Group Ag | 0.03% | 653,883 | $196,707,622 | $231,278,417 | +$34,570,795 | +17.57% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.04% | 591,666 | $177,990,884 | $209,272,264 | +$31,281,380 | +17.57% | |
| Td Asset Management Inc | 0.14% | 554,133 | $166,699,830 | $195,996,842 | +$29,297,012 | +17.57% | |
| Northern Trust Corp | 0.02% | 525,446 | $158,069,920 | $185,850,250 | +$27,780,330 | +17.57% | |
| Markel Group Inc. | 1.20% | 559,951 | $157,726,999 | $198,054,669 | +$40,327,670 | +25.57% | |
| Vanguard Fiduciary Trust Co | 0.04% | 508,294 | $152,910,084 | $179,783,588 | +$26,873,504 | +17.57% | |
| American Century Companies Inc | 0.08% | 487,789 | $146,741,566 | $172,530,969 | +$25,789,403 | +17.57% | |
| Raymond James Financial Inc | 0.04% | 467,198 | $140,417,670 | $165,247,933 | +$24,830,263 | +17.68% | |
| Charles Schwab Investment Management Inc | 0.02% | 440,464 | $132,504,785 | $155,792,117 | +$23,287,332 | +17.57% | |
| Azora Capital Lp | 8.45% | 427,338 | $128,556,091 | $151,149,451 | +$22,593,360 | +17.57% | |
| Wells Fargo & Company/Mn | 0.03% | 420,689 | $126,555,909 | $148,797,699 | +$22,241,790 | +17.57% | |
| Holocene Advisors, Lp | 0.30% | 417,647 | $125,640,747 | $147,721,744 | +$22,080,997 | +17.57% | |
| Epoch Investment Partners, Inc. | 0.74% | 408,301 | $122,829,190 | $144,416,064 | +$21,586,874 | +17.57% | |
| Victory Capital Management Inc | 0.08% | 405,812 | $122,080,424 | $143,535,704 | +$21,455,280 | +17.57% | |
| Franklin Resources Inc | 0.03% | 402,014 | $120,937,872 | $142,192,352 | +$21,254,480 | +17.57% | |
| Fairview Capital Investment Management, Llc | 6.40% | 391,686 | $117,831,168 | $138,539,338 | +$20,708,170 | +17.57% | |
| Bank Of New York Mellon Corp | 0.02% | 383,839 | $115,470,138 | $135,763,854 | +$20,293,716 | +17.57% | |
| Caisse De Depot Et Placement Du Quebec | 0.18% | 364,760 | $109,730,751 | $129,015,612 | +$19,284,861 | +17.57% | |
| Goldman Sachs Group Inc | 0.01% | 360,806 | $108,541,082 | $127,617,082 | +$19,076,000 | +17.57% | |
| Invesco Ltd. | 0.02% | 349,011 | $104,993,098 | $123,445,191 | +$18,452,093 | +17.57% | |
| Envestnet Asset Management Inc | 0.03% | 336,764 | $101,308,680 | $119,113,427 | +$17,804,747 | +17.57% | |
| Nomura Asset Management International Inc. | 0.17% | 328,874 | $98,935,000 | $116,322,734 | +$17,387,734 | +17.57% |
Frequently asked questions about LPLA
Who owns the most LPLA stock?
The largest holders of LPLA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for LPL FINANCIAL HOLDINGS INC (LPLA).
Is LPLA widely held by superinvestors?
Many widely followed stocks like LPLA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LPLA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.