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 September 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.
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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 |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 2.2M | 19.7% |
| FMR LLC | 1.6M | 14.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5M | 12.7% |
| DIMENSIONAL FUND ADVISORS LP | 802.9K | 7.0% |
| Markel Group Inc. | 566.1K | 5.0% |
| Bank of New York Mellon Corp | 368.1K | 3.2% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 349.6K | 3.1% |
| Coronation Fund Managers Ltd. | 206.5K | 1.8% |
| Nuveen, LLC | 205.2K | 1.8% |
| DEUTSCHE BANK AG\ | 165.5K | 1.5% |
| Sumitomo Mitsui Trust Group, Inc. | 161.5K | 1.4% |
| Aberdeen Group plc | 160.2K | 1.4% |
| LPL Financial LLC | 146.6K | 1.3% |
| Amundi | 136.6K | 1.2% |
| Perpetual Ltd | 113.9K | 1.0% |
| DANSKE BANK A/S | 107.5K | 0.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 99.5K | 0.9% |
| BARCLAYS PLC | 98.6K | 0.9% |
| Capricorn Fund Managers Ltd | 87.6K | 0.8% |
| PICTON MAHONEY ASSET MANAGEMENT | 76.2K | 0.7% |
| CITIGROUP INC | 75.5K | 0.7% |
| Russell Investments Group, Ltd. | 75.1K | 0.7% |
| AGF MANAGEMENT LTD | 75.0K | 0.7% |
| TRILLIUM ASSET MANAGEMENT, LLC | 70.5K | 0.6% |
| FAMILY WEALTH PARTNERS, LLC | 61.2K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | Reduced | 1.5M | 11.7K | -1.5M |
| FMR LLC | Increased | 981.4K | 1.6M | +612.0K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 2.7M | 2.2M | -443.3K |
| Capricorn Fund Managers Ltd | Reduced | 194.8K | 87.6K | -107.3K |
| Aberdeen Group plc | Increased | 75.9K | 160.2K | +84.4K |
| AGF MANAGEMENT LTD | New | 0 | 75.0K | +75.0K |
| Hiddenite Capital Partners LP | Sold Out | 60.0K | 0 | -60.0K |
| PICTON MAHONEY ASSET MANAGEMENT | Increased | 16.8K | 76.2K | +59.4K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 1.5M | 1.5M | -50.3K |
| BARCLAYS PLC | Reduced | 143.7K | 98.6K | -45.1K |
| Coronation Fund Managers Ltd. | Reduced | 250.0K | 206.5K | -43.5K |
| DEUTSCHE BANK AG\ | Reduced | 201.8K | 165.5K | -36.4K |
| Amundi | Reduced | 164.4K | 136.6K | -27.8K |
| LBP AM SA | Reduced | 29.2K | 5.7K | -23.5K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 26.5K | 4.3K | -22.2K |
| TRUIST FINANCIAL CORP | Reduced | 50.3K | 29.5K | -20.8K |
| Bank of New York Mellon Corp | Increased | 350.3K | 368.1K | +17.8K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 820.6K | 802.9K | -17.7K |
| NORDEA INVESTMENT MANAGEMENT AB | Increased | 8.8K | 25.1K | +16.4K |
| Munich Reinsurance Co Stock Corp in Munich | New | 0 | 13.5K | +13.5K |
| Ceredex Value Advisors LLC | Reduced | 74.3K | 61.0K | -13.2K |
| Foyston, Gordon & Payne Inc | Increased | 36.3K | 48.9K | +12.6K |
| Simplicity Wealth,LLC | Increased | 1.9K | 14.2K | +12.3K |
| Empire Life Investments Inc. | New | 0 | 12.2K | +12.2K |
| Annex Advisory Services, LLC | Reduced | 12.1K | 1.3K | -10.8K |
| DANSKE BANK A/S | Increased | 97.4K | 107.5K | +10.2K |
| Donoghue Forlines LLC | New | 0 | 10.1K | +10.1K |
| CITIGROUP INC | Increased | 65.4K | 75.5K | +10.1K |
| LEVIN CAPITAL STRATEGIES, L.P. | New | 0 | 8.8K | +8.8K |
| FAMILY WEALTH PARTNERS, LLC | Reduced | 69.1K | 61.2K | -7.8K |
| NISA INVESTMENT ADVISORS, LLC | Increased | 1.1K | 8.8K | +7.7K |
| Oak Thistle LLC | Reduced | 11.4K | 3.7K | -7.6K |
| Perpetual Ltd | Reduced | 121.5K | 113.9K | -7.6K |
| Decatur Capital Management, Inc. | Sold Out | 7.2K | 0 | -7.2K |
| MACKENZIE FINANCIAL CORP | Increased | 6.6K | 13.8K | +7.1K |
| Illinois Municipal Retirement Fund | Sold Out | 6.9K | 0 | -6.9K |
| Bank Julius Baer & Co. Ltd, Zurich | New | 0 | 6.8K | +6.8K |
| Mawer Investment Management Ltd. | Reduced | 64.2K | 57.6K | -6.7K |
| Bell Asset Management Ltd | Reduced | 15.7K | 9.1K | -6.6K |
| PEAK FINANCIAL ADVISORS LLC | New | 0 | 6.5K | +6.5K |
| DekaBank Deutsche Girozentrale | Increased | 8.7K | 15.1K | +6.4K |
| Foster Victor Wealth Advisors, LLC | Reduced | 52.4K | 46.2K | -6.3K |
| Markel Group Inc. | Increased | 560.0K | 566.1K | +6.2K |
| Creative Planning | Increased | 14.8K | 21.0K | +6.2K |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | 167.6K | 161.5K | -6.2K |
| Daiwa Securities Group Inc. | Increased | 15.3K | 21.3K | +5.9K |
| Dana Investment Advisors, Inc. | Sold Out | 5.3K | 0 | -5.3K |
| GATEWAY INVESTMENT ADVISERS LLC | Increased | 6.6K | 11.9K | +5.3K |
| Squarepoint Ops LLC | Reduced | 12.8K | 7.6K | -5.2K |
| Silvant Capital Management LLC | Reduced | 17.2K | 12.1K | -5.1K |
| Edgestream Partners, L.P. | Sold Out | 4.8K | 0 | -4.8K |
| Swiss Life Asset Management Ltd | Reduced | 22.9K | 18.2K | -4.8K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Increased | 95.4K | 99.5K | +4.2K |
| IRIDIAN ASSET MANAGEMENT LLC/CT | Reduced | 27.2K | 23.4K | -3.8K |
| Raiffeisen Bank International AG | Reduced | 5.4K | 1.9K | -3.5K |
| OP Asset Management Ltd | Increased | 8.9K | 12.3K | +3.4K |
| HighTower Advisors, LLC | Reduced | 12.3K | 8.9K | -3.4K |
| AG2R LA MONDIALE GESTION D'ACTIFS | New | 0 | 3.3K | +3.3K |
| REINHART PARTNERS, LLC. | Reduced | 18.6K | 15.3K | -3.3K |
| M Holdings Securities, Inc. | New | 0 | 3.1K | +3.1K |
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.