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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $23.10B 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 $1.33B in its June 30, 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 $1.58B, representing an estimated gain of +18.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% 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
746
Total Reported Value
$23.10B
Largest Holder
Blackrock, Inc.
Largest Position
$1.33B
Insider Transactions (90d)
18
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.02% | 4,732,991 | $1,333,189,048 | $1,576,275,323 | +$243,086,275 | +18.23% | |
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.68% | 4,578,679 | $1,289,722,301 | $1,524,883,254 | +$235,160,953 | +18.23% |
| Boston Partners | 1.07% | 4,250,828 | $1,202,536,760 | $1,415,695,757 | +$213,158,997 | +17.73% | |
| Janus Henderson Group Plc | 0.55% | 3,666,780 | $1,103,078,994 | $1,221,184,411 | +$118,105,417 | +10.71% | |
| Vanguard Portfolio Management Llc | 0.05% | 3,832,005 | $1,079,399,168 | $1,276,210,945 | +$196,811,777 | +18.23% | |
| Vanguard Capital Management Llc | 0.02% | 3,613,624 | $1,017,885,608 | $1,203,481,337 | +$185,595,729 | +18.23% | |
| Principal Financial Group Inc | 0.37% | 2,684,964 | $756,310,423 | $894,200,411 | +$137,889,988 | +18.23% | |
| Samlyn Capital, Llc | 11.23% | 2,405,639 | $677,620,393 | $801,174,013 | +$123,553,620 | +18.23% | |
| Capital World Investors | 0.08% | 2,343,266 | $660,051,167 | $780,401,309 | +$120,350,142 | +18.23% | |
| State Street Corp | 0.02% | 1,934,239 | $544,836,442 | $644,178,957 | +$99,342,515 | +18.23% | |
| Wcm Investment Management, Llc | 0.88% | 1,810,058 | $487,340,050 | $602,821,716 | +$115,481,666 | +23.70% | |
| Goldman Sachs Group Inc | 0.05% | 1,695,954 | $477,716,288 | $564,820,520 | +$87,104,232 | +18.23% | |
| Geode Capital Management, Llc | 0.02% | 1,502,575 | $422,044,035 | $500,417,578 | +$78,373,543 | +18.57% | |
| Alliancebernstein L.P. | 0.14% | 1,385,759 | $416,877,880 | $461,513,177 | +$44,635,297 | +10.71% | |
| Massachusetts Financial Services Co | 0.13% | 1,458,759 | $413,826,664 | $485,825,097 | +$71,998,433 | +17.40% | |
| Kayne Anderson Rudnick Investment Management Llc | 1.26% | 1,434,522 | $404,076,225 | $477,753,207 | +$73,676,982 | +18.23% | |
| Lone Pine Capital | Stephen Mandel | 2.10% | 1,219,099 | $343,395,806 | $406,008,731 | +$62,612,925 | +18.23% |
| Surgocap Partners Lp | 9.68% | 1,063,218 | $299,487,246 | $354,094,123 | +$54,606,877 | +18.23% | |
| Norges Bank | 0.03% | 1,054,523 | $297,038,039 | $351,198,340 | +$54,160,301 | +18.23% | |
| Van Eck Associates Corp | 0.18% | 1,048,344 | $295,297,537 | $349,140,486 | +$53,842,949 | +18.23% | |
| Barrow Hanley Mewhinney & Strauss Llc | 0.88% | 1,031,243 | $290,480,528 | $343,445,169 | +$52,964,641 | +18.23% | |
| Darlington Partners Capital Management, Lp | 12.35% | 993,006 | $279,709,930 | $330,710,718 | +$51,000,788 | +18.23% | |
| Fmr Llc | 0.01% | 981,391 | $276,438,189 | $326,842,459 | +$50,404,270 | +18.23% | |
| Marshall Wace, Llp | 0.23% | 975,627 | $274,814,614 | $324,922,816 | +$50,108,202 | +18.23% | |
| Morgan Stanley | 0.01% | 861,982 | $242,803,907 | $287,074,485 | +$44,270,578 | +18.23% | |
| Dimensional Fund Advisors Lp | 0.04% | 820,595 | $231,074,229 | $273,290,959 | +$42,216,730 | +18.27% | |
| Bank Of America Corp | 0.01% | 815,663 | $229,755,843 | $271,648,406 | +$41,892,563 | +18.23% | |
| Westfield Capital Management Co Lp | 0.73% | 793,061 | $223,389,290 | $264,121,035 | +$40,731,745 | +18.23% | |
| Assenagon Asset Management S.A. | 0.27% | 747,086 | $210,439,184 | $248,809,521 | +$38,370,337 | +18.23% | |
| Citadel Advisors Llc | 0.10% | 642,765 | $181,054,045 | $214,066,456 | +$33,012,411 | +18.23% | |
| Jane Street Group, Llc | 0.12% | 642,484 | $180,974,893 | $213,972,871 | +$32,997,978 | +18.23% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.04% | 591,666 | $177,990,884 | $197,048,445 | +$19,057,561 | +10.71% | |
| Markel Group Inc. | 1.20% | 559,951 | $157,726,999 | $186,486,081 | +$28,759,082 | +18.23% | |
| Ubs Group Ag | 0.02% | 540,254 | $152,178,747 | $179,926,192 | +$27,747,445 | +18.23% | |
| Price T Rowe Associates Inc | 0.02% | 539,921 | $152,086,000 | $179,815,290 | +$27,729,290 | +18.23% | |
| Azora Capital Lp | 6.24% | 525,867 | $148,126,217 | $175,134,746 | +$27,008,529 | +18.23% | |
| Vanguard Fiduciary Trust Co | 0.03% | 510,067 | $143,675,673 | $169,872,714 | +$26,197,041 | +18.23% | |
| Northern Trust Corp | 0.02% | 508,634 | $143,272,026 | $169,395,467 | +$26,123,441 | +18.23% | |
| Point72 Asset Management, L.P. | 0.22% | 507,345 | $142,908,940 | $168,966,179 | +$26,057,239 | +18.23% | |
| Charles Schwab Investment Management Inc | 0.02% | 481,371 | $135,592,584 | $160,315,798 | +$24,723,214 | +18.23% | |
| Holocene Advisors, Lp | 0.30% | 462,479 | $130,271,085 | $154,024,006 | +$23,752,921 | +18.23% | |
| Td Asset Management Inc | 0.11% | 461,374 | $129,959,828 | $153,655,997 | +$23,696,169 | +18.23% | |
| Bnp Paribas Financial Markets | 0.07% | 448,361 | $126,294,326 | $149,322,147 | +$23,027,821 | +18.23% | |
| Epoch Investment Partners, Inc. | 0.72% | 447,634 | $126,089,545 | $149,080,027 | +$22,990,482 | +18.23% | |
| Victory Capital Management Inc | 0.07% | 443,434 | $124,906,489 | $147,681,259 | +$22,774,770 | +18.23% | |
| Raymond James Financial Inc | 0.03% | 442,843 | $124,739,879 | $147,484,433 | +$22,744,554 | +18.23% | |
| Castle Hook Partners Lp | 1.23% | 406,916 | $114,620,099 | $135,519,305 | +$20,899,206 | +18.23% | |
| Wells Fargo & Company/Mn | 0.02% | 387,223 | $109,072,823 | $128,960,748 | +$19,887,925 | +18.23% | |
| Fairview Capital Investment Management, Llc | 5.69% | 382,961 | $107,872,615 | $127,541,331 | +$19,668,716 | +18.23% | |
| Apg Asset Management N.V. | 0.26% | 437,217 | $107,719,133 | $145,610,750 | +$37,891,617 | +35.18% |
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.