LPLA Institutional Ownership & Shareholders
LPL FINANCIAL HOLDINGS INC (LPLA) is currently held by 767 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $22.83B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $1.34B, representing an estimated gain of +0.73% 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
767
Total Reported Value
$22.83B
Largest Holder
Blackrock, Inc.
Largest Position
$1.33B
Insider Transactions (90d)
13
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
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 | $1,342,938,866 | +$9,749,818 | +0.73% | |
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.68% | 4,578,679 | $1,289,722,301 | $1,299,154,379 | +$9,432,078 | +0.73% |
| Boston Partners | 1.07% | 4,250,828 | $1,202,536,760 | $1,206,129,937 | +$3,593,177 | +0.30% | |
| Janus Henderson Group Plc | 0.55% | 3,666,780 | $1,103,078,994 | $1,040,412,157 | -$62,666,837 | -5.68% | |
| Vanguard Portfolio Management Llc | 0.05% | 3,832,005 | $1,079,399,168 | $1,087,293,099 | +$7,893,931 | +0.73% | |
| Vanguard Capital Management Llc | 0.02% | 3,613,624 | $1,017,885,608 | $1,025,329,674 | +$7,444,066 | +0.73% | |
| Principal Financial Group Inc | 0.35% | 2,241,624 | $685,497,807 | $636,038,394 | -$49,459,413 | -7.22% | |
| Samlyn Capital, Llc | 11.23% | 2,405,639 | $677,620,393 | $682,576,010 | +$4,955,617 | +0.73% | |
| Capital World Investors | 0.08% | 2,343,266 | $660,051,167 | $664,878,295 | +$4,827,128 | +0.73% | |
| State Street Corp | 0.02% | 1,934,239 | $544,836,442 | $548,820,974 | +$3,984,532 | +0.73% | |
| Wcm Investment Management, Llc | 0.88% | 1,810,058 | $487,340,050 | $513,585,857 | +$26,245,807 | +5.39% | |
| Goldman Sachs Group Inc | 0.05% | 1,695,954 | $477,716,288 | $481,209,988 | +$3,493,700 | +0.73% | |
| Geode Capital Management, Llc | 0.02% | 1,502,575 | $422,044,035 | $426,340,631 | +$4,296,596 | +1.02% | |
| Alliancebernstein L.P. | 0.14% | 1,385,759 | $416,877,880 | $393,195,259 | -$23,682,621 | -5.68% | |
| Massachusetts Financial Services Co | 0.13% | 1,458,759 | $413,826,664 | $413,908,279 | +$81,615 | +0.02% | |
| Kayne Anderson Rudnick Investment Management Llc | 1.26% | 1,434,522 | $404,076,225 | $407,031,272 | +$2,955,047 | +0.73% | |
| Lone Pine Capital | Stephen Mandel | 2.10% | 1,219,099 | $343,395,806 | $345,907,150 | +$2,511,344 | +0.73% |
| Surgocap Partners Lp | 9.68% | 1,063,218 | $299,487,246 | $301,677,475 | +$2,190,229 | +0.73% | |
| Norges Bank | 0.03% | 1,054,523 | $297,038,039 | $299,210,356 | +$2,172,317 | +0.73% | |
| Van Eck Associates Corp | 0.18% | 1,048,344 | $295,297,537 | $297,457,127 | +$2,159,590 | +0.73% | |
| Barrow Hanley Mewhinney & Strauss Llc | 0.88% | 1,031,243 | $290,480,528 | $292,604,889 | +$2,124,361 | +0.73% | |
| Darlington Partners Capital Management, Lp | 12.35% | 993,006 | $279,709,930 | $281,755,522 | +$2,045,592 | +0.73% | |
| Fmr Llc | 0.01% | 981,391 | $276,438,189 | $278,459,882 | +$2,021,693 | +0.73% | |
| Marshall Wace, Llp | 0.23% | 975,627 | $274,814,614 | $276,824,405 | +$2,009,791 | +0.73% | |
| Morgan Stanley | 0.01% | 861,982 | $242,803,907 | $244,578,773 | +$1,774,866 | +0.73% | |
| Dimensional Fund Advisors Lp | 0.04% | 820,595 | $231,074,229 | $232,835,625 | +$1,761,396 | +0.76% | |
| Bank Of America Corp | 0.01% | 815,663 | $229,755,843 | $231,436,220 | +$1,680,377 | +0.73% | |
| Westfield Capital Management Co Lp | 0.73% | 793,061 | $223,389,290 | $225,023,128 | +$1,633,838 | +0.73% | |
| Citadel Advisors Llc | 0.10% | 642,765 | $181,054,045 | $182,378,141 | +$1,324,096 | +0.73% | |
| Jane Street Group, Llc | 0.12% | 642,484 | $180,974,893 | $182,298,410 | +$1,323,517 | +0.73% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.04% | 591,666 | $177,990,884 | $167,879,311 | -$10,111,573 | -5.68% | |
| Markel Group Inc. | Thomas Gayner | 1.35% | 566,132 | $173,123,165 | $160,634,294 | -$12,488,871 | -7.21% |
| Ubs Group Ag | 0.02% | 540,254 | $152,178,747 | $153,291,670 | +$1,112,923 | +0.73% | |
| Price T Rowe Associates Inc | 0.02% | 539,921 | $152,086,000 | $153,197,185 | +$1,111,185 | +0.73% | |
| Azora Capital Lp | 6.24% | 525,867 | $148,126,217 | $149,209,503 | +$1,083,286 | +0.73% | |
| Vanguard Fiduciary Trust Co | 0.03% | 510,067 | $143,675,673 | $144,726,411 | +$1,050,738 | +0.73% | |
| Northern Trust Corp | 0.02% | 508,634 | $143,272,026 | $144,319,811 | +$1,047,785 | +0.73% | |
| Point72 Asset Management, L.P. | 0.22% | 507,345 | $142,908,940 | $143,954,070 | +$1,045,130 | +0.73% | |
| Charles Schwab Investment Management Inc | 0.02% | 481,371 | $135,592,584 | $136,584,208 | +$991,624 | +0.73% | |
| Holocene Advisors, Lp | 0.30% | 462,479 | $130,271,085 | $131,223,791 | +$952,706 | +0.73% | |
| Td Asset Management Inc | 0.11% | 461,374 | $129,959,828 | $130,910,259 | +$950,431 | +0.73% | |
| Bnp Paribas Financial Markets | 0.07% | 448,361 | $126,294,326 | $127,217,950 | +$923,624 | +0.73% | |
| Epoch Investment Partners, Inc. | 0.72% | 447,634 | $126,089,545 | $127,011,671 | +$922,126 | +0.73% | |
| Victory Capital Management Inc | 0.07% | 443,434 | $124,906,489 | $125,819,963 | +$913,474 | +0.73% | |
| Raymond James Financial Inc | 0.03% | 442,843 | $124,739,879 | $125,652,273 | +$912,394 | +0.73% | |
| Castle Hook Partners Lp | 1.23% | 406,916 | $114,620,099 | $115,458,346 | +$838,247 | +0.73% | |
| Wells Fargo & Company/Mn | 0.02% | 387,223 | $109,072,823 | $109,870,654 | +$797,831 | +0.73% | |
| Fairview Capital Investment Management, Llc | 5.69% | 382,961 | $107,872,615 | $108,661,354 | +$788,739 | +0.73% | |
| Apg Asset Management N.V. | 0.26% | 437,217 | $107,719,133 | $124,055,952 | +$16,336,819 | +15.17% | |
| Fort Washington Investment Advisors Inc | 0.54% | 349,606 | $106,909,515 | $99,197,206 | -$7,712,309 | -7.21% |
Frequently asked questions about LPLA
Who are the largest institutional holders of LPLA?
The largest institutional holders of LPLA reported in the latest SEC Form 13F filings include Blackrock, Inc., Dodge & Cox Stock Fund, Boston Partners, Janus Henderson Group Plc, and Vanguard Portfolio Management Llc. InsiderSet ranks institutional holders by their latest reported LPLA position.
What is LPLA institutional ownership?
This page tracks LPLA positions reported by institutional investment managers through SEC Form 13F. LPL FINANCIAL HOLDINGS INC (LPLA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LPLA?
InsiderSet currently tracks 767 institutional managers reporting LPLA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LPLA shareholders.
How much LPLA stock do institutions own?
Institutional investment managers disclosed approximately $22.83B in LPLA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LPLA institutional ownership last updated?
The latest LPLA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LPLA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LPLA position after the reporting date.
Are institutions buying or selling LPLA?
Institutional buying and selling can be analyzed by comparing LPLA positions across consecutive 13F reporting periods. InsiderSet's LPLA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LPLA ownership changes.
How has LPLA institutional ownership changed over time?
InsiderSet tracks LPLA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.