Institutional Ownership Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA). We have compiled data on the 855 institutions that hold shares in the stock, with a total of 79.4 Million shares, which have been reported (via 13F filing form) to have a value of $29.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
8,303,768
shares
|
$3.08 Billion
0.04% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,302,759
shares
|
$1.97 Billion
0.03% of portfolio
|
Q2 2024
Reduced 12.74%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,669,326
shares
|
$1.36 Billion
1.34% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,329,255
shares
|
$1.23 Billion
0.64% of portfolio
|
Q3 2025
Added 23.23%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
3,242,353
shares
|
$1.2 Billion
0.36% of portfolio
|
Q3 2025
Added 32.76%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
3,097,351
shares
|
$1.15 Billion
0.5% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
2,628,551
shares
|
$974 Million
0.12% of portfolio
|
Q3 2025
Added 15960.07%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
2,482,615
shares
|
$920 Million
2.11% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
Nov 14, 2025 Q3 2025 |
2,255,714
shares
|
$836 Million
6.2% of portfolio
|
Q3 2025
Added 20.48%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,970,021
shares
|
$730 Million
0.36% of portfolio
|
Q3 2025
Added 23.36%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,828,455
shares
|
$678 Million
0.02% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2025 Q3 2025 |
1,742,991
shares
|
$646 Million
1.31% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,543,258
shares
|
$572 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,479,651
shares
|
$548 Million
0.03% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Samlyn Capital, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,346,494
shares
|
$499 Million
6.8% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Jennison Associates LLC
|
Oct 30, 2025 Q3 2025 |
1,104,950
shares
|
$409 Million
0.22% of portfolio
|
Q3 2025
Reduced 21.23%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
1,053,168
shares
|
$390 Million
0.16% of portfolio
|
Q3 2025
Added 1103.96%
|
|
|
Surgo Cap Partners LP
New York, NY |
Nov 13, 2025 Q3 2025 |
994,278
shares
|
$368 Million
9.2% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
938,755
shares
|
$348 Million
0.02% of portfolio
|
Q3 2025
Reduced 28.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
878,032
shares
|
$325 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
847,816
shares
|
$314 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
824,267
shares
|
$305 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
785,737
shares
|
$291 Million
12.51% of portfolio
|
Q2 2025
Reduced 19.06%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Nov 12, 2025 Q3 2025 |
767,333
shares
|
$284 Million
0.63% of portfolio
|
Q3 2025
Added 51.17%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
691,702
shares
|
$256 Million
0.2% of portfolio
|
Q3 2025
Added 5.89%
|
|