LPLA LPL Financial Holdings Inc.
LPL Financial Holdings Inc. (LPLA) Institutional Ownership
What the institutions did with LPLA last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 4.7M | 5.7% |
| Dodge & Cox | 4.6M | 5.5% |
| Boston Partners | 4.3M | 5.1% |
| Jupiter Topco LLC | 4.2M | 5.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.8M | 4.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.6M | 4.3% |
| PRINCIPAL FINANCIAL GROUP INC | 2.7M | 3.2% |
| SAMLYN CAPITAL, LLC | 2.4M | 2.9% |
| Capital World Investors | 2.3M | 2.8% |
| STATE STREET CORP | 1.9M | 2.3% |
| WCM INVESTMENT MANAGEMENT, LLC | 1.8M | 2.2% |
| GOLDMAN SACHS GROUP INC | 1.7M | 2.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5M | 1.8% |
| Assenagon Asset Management S.A. | 1.5M | 1.8% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.5M | 1.7% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.4M | 1.7% |
| ALLIANCEBERNSTEIN L.P. | 1.4M | 1.7% |
| LONE PINE CAPITAL LLC | 1.2M | 1.5% |
| SurgoCap Partners LP | 1.1M | 1.3% |
| NORGES BANK | 1.1M | 1.3% |
| VAN ECK ASSOCIATES CORP | 1.0M | 1.3% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.0M | 1.2% |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 993.0K | 1.2% |
| FMR LLC | 981.4K | 1.2% |
| MARSHALL WACE, LLP | 975.6K | 1.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | 3.9M | 1.5M | -2.4M |
| Assenagon Asset Management S.A. | Increased | 16.5K | 1.5M | +1.5M |
| GOLDMAN SACHS GROUP INC | Increased | 360.8K | 1.7M | +1.3M |
| MARSHALL WACE, LLP | New | 0 | 975.6K | +975.6K |
| LONE PINE CAPITAL LLC | Reduced | 2.0M | 1.2M | -830.9K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 890.3K | 206.2K | -684.1K |
| JANE STREET GROUP, LLC | Increased | 98.6K | 642.5K | +543.9K |
| Point72 Asset Management, L.P. | Increased | 50.6K | 507.3K | +456.7K |
| Dodge & Cox | Increased | 4.1M | 4.6M | +432.1K |
| MORGAN STANLEY | Reduced | 1.3M | 862.0K | -421.7K |
| Castle Hook Partners LP | New | 0 | 406.9K | +406.9K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 45.4K | 448.4K | +403.0K |
| JPMORGAN CHASE & CO | Reduced | 790.7K | 392.6K | -398.2K |
| Qube Research & Technologies Ltd | New | 0 | 344.5K | +344.5K |
| APG Asset Management N.V. | Reduced | 772.7K | 437.2K | -335.5K |
| Cantillon Capital Management LLC | Sold Out | 324.9K | 0 | -324.9K |
| FMR LLC | Reduced | 1.3M | 981.4K | -316.3K |
| CITADEL ADVISORS LLC | Reduced | 923.5K | 642.8K | -280.7K |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | 329.3K | 54.9K | -274.3K |
| FRANKLIN RESOURCES INC | Reduced | 402.0K | 134.7K | -267.4K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | 328.9K | 71.2K | -257.7K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | 1.7M | 1.4M | -245.6K |
| Invesco Ltd. | Reduced | 349.0K | 106.7K | -242.4K |
| BlackRock, Inc. | Reduced | 5.0M | 4.7M | -241.3K |
| Junto Capital Management LP | Sold Out | 238.5K | 0 | -238.5K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Increased | 64.0K | 289.0K | +225.0K |
| AMERICAN CENTURY COMPANIES INC | Reduced | 487.8K | 282.6K | -205.2K |
| SCS Capital Management LLC | Increased | 15.2K | 213.5K | +198.4K |
| Capricorn Fund Managers Ltd | New | 0 | 194.8K | +194.8K |
| Longaeva Partners L.P. | New | 0 | 186.7K | +186.7K |
| ALLIANCEBERNSTEIN L.P. | Reduced | 1.6M | 1.4M | -186.2K |
| Freestone Grove Partners LP | New | 0 | 178.1K | +178.1K |
| Balyasny Asset Management L.P. | New | 0 | 161.6K | +161.6K |
| GOLDENTREE ASSET MANAGEMENT LP | New | 0 | 155.5K | +155.5K |
| TRUIST FINANCIAL CORP | Reduced | 204.2K | 50.3K | -154.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 108.2K | 253.0K | +144.8K |
| AMERIPRISE FINANCIAL INC | Reduced | 264.7K | 124.8K | -139.9K |
| Solel Partners LP | New | 0 | 137.0K | +137.0K |
| Caisse de depot et placement du Quebec | Reduced | 364.8K | 231.9K | -132.9K |
| NEUBERGER BERMAN GROUP LLC | Reduced | 127.4K | 5.4K | -122.1K |
| Boston Partners | Increased | 4.1M | 4.3M | +119.3K |
| HMI Capital Management, L.P. | New | 0 | 118.6K | +118.6K |
| PFA Pension, Forsikringsaktieselskab | Reduced | 114.8K | 535 | -114.3K |
| UBS Group AG | Reduced | 653.9K | 540.3K | -113.6K |
| WESTWOOD HOLDINGS GROUP INC | Sold Out | 109.4K | 0 | -109.4K |
| TORONTO DOMINION BANK | Increased | 10.8K | 111.3K | +100.5K |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | Increased | 893.0K | 993.0K | +100.0K |
| Azora Capital LP | Increased | 427.3K | 525.9K | +98.5K |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | New | 0 | 93.5K | +93.5K |
| TD Asset Management Inc | Reduced | 554.1K | 461.4K | -92.8K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 1.6M | 1.5M | -92.2K |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | 881.5K | 793.1K | -88.4K |
| SAMLYN CAPITAL, LLC | Increased | 2.3M | 2.4M | +82.3K |
| JENNISON ASSOCIATES LLC | Reduced | 135.2K | 54.0K | -81.3K |
| WCM INVESTMENT MANAGEMENT, LLC | Increased | 1.7M | 1.8M | +75.7K |
| ROYAL BANK OF CANADA | Reduced | 157.8K | 84.3K | -73.6K |
| Prana Capital Management, LP | Increased | 247.1K | 318.9K | +71.8K |
| SummitTX Capital, L.P. | Increased | 18.5K | 89.8K | +71.3K |
| STATE STREET CORP | Increased | 1.9M | 1.9M | +71.0K |
| FIRST TRUST ADVISORS LP | Reduced | 93.6K | 25.7K | -67.8K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.