LPL FINANCIAL HOLDINGS INC LPLA
$295.18
+0.7% 52w: $265.86 – $397.54
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data265.86331.70397.54
Jun 20, 2025 Jul 2, 2026
Institutional holders
764
-60 QoQ
13F value
$24.83B
-14.6% QoQ
Smart-money holders
49
signal tier ≥ 2
New smart buyers
9
Q1 2026
Options barometer
0.8×
$56.6M calls / $66.8M puts
Institutional value by quarter
Number of holders
Who owns LPLA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 5.0M | $1.50B | 0.0% | -0.3% |
| Dodge & Cox ★2 | Long only active | 4.1M | $1.25B | 0.7% | +5.0% |
| Boston Partners | Other | 4.1M | $1.24B | 1.3% | +16.4% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 3.9M | $1.17B | 0.4% | +4.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 3.9M | $1.16B | 0.1% | — |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 3.7M | $1.10B | 0.5% | +8.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 3.6M | $1.08B | 0.0% | — |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 2.6M | $793.2M | 0.4% | +36.3% |
| SAMLYN CAPITAL, LLC ★2 | Fundamental diversified | 2.3M | $698.9M | 12.0% | +47.1% |
| Capital World Investors | Long only active | 2.3M | $695.7M | 0.1% | -36.2% |
| LONE PINE CAPITAL LLC ★3 | Fundamental concentrated | 2.0M | $616.7M | 4.9% | -1.2% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 1.6M | $561.5M | 0.2% | +31.1% |
| STATE STREET CORP | Index provider | 1.9M | $560.5M | 0.0% | +1.1% |
| WCM INVESTMENT MANAGEMENT, LLC | Other | 1.7M | $520.6M | 1.2% | +0.8% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Other | 1.7M | $505.4M | 1.5% | -26.9% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.6M | $478.5M | 0.0% | +2.6% |
| FMR LLC | Long only active | 1.3M | $390.4M | 0.0% | +95.1% |
| MORGAN STANLEY | Bank broker | 1.3M | $386.2M | 0.0% | -27.2% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Other | 1.1M | $328.9M | 1.1% | -13.3% |
| SurgoCap Partners LP ★2 | Fundamental concentrated | 1.0M | $307.1M | 10.3% | +2.6% |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 1.0M | $301.7M | 0.2% | +103.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 923.5K | $277.8M | 0.2% | +159.1% |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP ★3 | Fundamental concentrated | 893.0K | $268.6M | 12.1% | +14.0% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 890.3K | $267.8M | 0.2% | +192.2% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Other | 881.5K | $265.2M | 1.1% | +40.9% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 816.4K | $245.6M | 0.1% | +3.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 803.4K | $241.7M | 0.0% | +0.9% |
| JPMORGAN CHASE & CO | Bank broker | 790.7K | $237.4M | 0.0% | -34.0% |
| APG Asset Management N.V. | Other | 772.7K | $201.7M | 0.6% | +3.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 666.1K | $200.1M | 0.1% | -8.7% |
| UBS Group AG | Bank broker | 653.9K | $196.7M | 0.0% | +52.5% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 591.7K | $178.0M | 0.0% | +1.7% |
| Markel Group Inc. ★2 | Value conviction | 560.0K | $168.5M | 1.4% | Held |
| TD Asset Management Inc | Diversified mechanical | 554.1K | $166.7M | 0.1% | -12.5% |
| NORTHERN TRUST CORP | Index provider | 525.4K | $158.1M | 0.0% | +1.9% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 508.3K | $152.9M | 0.0% | — |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 498.6K | $150.0M | 0.0% | +72.1% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 487.8K | $146.7M | 0.1% | +7.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 440.5K | $132.5M | 0.0% | +5.2% |
| Azora Capital LP ★2 | Fundamental concentrated | 427.3K | $128.6M | 8.5% | -4.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 420.7K | $126.6M | 0.0% | -13.6% |
| Holocene Advisors, LP | Other | 417.6K | $125.6M | 0.3% | +15.3% |
| Epoch Investment Partners, Inc. | Other | 408.3K | $122.8M | 0.7% | -11.7% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 405.8K | $122.1M | 0.1% | +288.5% |
| FRANKLIN RESOURCES INC | Long only active | 402.0K | $120.9M | 0.0% | +148.5% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC ★2 | Fundamental diversified | 391.7K | $117.8M | 6.4% | -5.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 383.8K | $115.5M | 0.0% | +5.1% |
| Caisse de depot et placement du Quebec | Other | 364.8K | $109.7M | 0.2% | +0.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 360.8K | $108.5M | 0.0% | +29.1% |
| Invesco Ltd. | Index provider | 349.0K | $105.0M | 0.0% | -32.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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