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Equibles

LPLA

LPL Financial Holdings Inc.
$295.18 +1.91 (+0.65%) At close · Jul 2
Market Cap
$23.61B
Shares
79,982,861

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 768
Total Value: $23,724,673,050
Total Shares: 78,864,083
Showing 1–100 of 789 holdings by value · page 1 of 8

Institutional Ownership Trend

26 quarters

Superinvestors Holding LPLA

All superinvestors →
Stephen Mandel $616,691,572 Thomas Gayner $168,450,058

Holder Concentration

Across 768 13F filers
Top Holder
6.3%
Jun 2023 → Mar 2026 · range 6.3% – 10.5%
of institutional value
Top 5
26.4%
Jun 2023 → Mar 2026 · range 26.4% – 30.4%
of institutional value
Top 10
42.7%
Jun 2023 → Mar 2026 · range 39.7% – 46.0%
of institutional value
HHI
251
Jun 2023 → Mar 2026 · range 251 – 306
Broadly held
Showing 100 of 789
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $1,496,405,122 6.31% 4,974,255
Mega Dodge & Cox $1,247,405,734 5.26% 4,146,547
Large Boston Partners $1,242,878,542 5.24% 4,131,498
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $1,164,019,265 4.91% 3,869,359
Mega JANUS HENDERSON GROUP PLC $1,103,077,424 4.65% 3,666,780
Mega VANGUARD CAPITAL MANAGEMENT LLC $1,082,075,883 4.56% 3,596,968
Mega PRINCIPAL FINANCIAL GROUP INC $793,151,530 3.34% 2,636,544
Mid SAMLYN CAPITAL, LLC $698,936,386 2.95% 2,323,360
Mega Capital World Investors $695,653,130 2.93% 2,312,446
Large LONE PINE CAPITAL LLC $616,691,572 2.60% 2,049,967
Mega STATE STREET CORP $560,526,310 2.36% 1,863,266
Large WCM INVESTMENT MANAGEMENT, LLC $521,758,047 2.20% 1,734,395
Large KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $505,421,473 2.13% 1,680,090
Mega GEODE CAPITAL MANAGEMENT, LLC $479,748,641 2.02% 1,594,750
Mega ALLIANCEBERNSTEIN L.P. $472,904,158 1.99% 1,571,998
Mega FMR LLC $390,384,081 1.65% 1,297,690
Mega MORGAN STANLEY $386,164,935 1.63% 1,283,665
Large BARROW HANLEY MEWHINNEY & STRAUSS LLC $328,929,325 1.39% 1,093,406
Mid SurgoCap Partners LP $307,098,996 1.29% 1,020,839
Mega VAN ECK ASSOCIATES CORP $301,725,570 1.27% 1,002,977
Mega CITADEL ADVISORS LLC $277,807,780 1.17% 923,471
Mid DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP $268,642,994 1.13% 893,006
Mega MILLENNIUM MANAGEMENT LLC $267,814,809 1.13% 890,253
Large WESTFIELD CAPITAL MANAGEMENT CO LP $265,183,449 1.12% 881,506
Mega DIMENSIONAL FUND ADVISORS LP $245,587,682 1.04% 816,367
Mega BANK OF AMERICA CORP /DE/ Bank $241,695,241 1.02% 803,428
Mega JPMORGAN CHASE & CO $237,875,300 1.00% 790,730
Large APG Asset Management N.V. $232,448,934 0.98% 772,692
Mega RAYMOND JAMES FINANCIAL INC $200,373,533 0.84% 666,069
Mega UBS Group AG $196,707,620 0.83% 653,883
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $177,990,878 0.75% 591,666
Large Markel Group Inc. $168,450,058 0.71% 559,951
Mega TD Asset Management Inc $166,699,830 0.70% 554,133
Mega NORTHERN TRUST CORP Bank $158,069,915 0.67% 525,446
Mega VANGUARD FIDUCIARY TRUST CO Bank $152,910,084 0.64% 508,294
Mega PRICE T ROWE ASSOCIATES INC /MD/ $150,000,756 0.63% 498,623
Mega AMERICAN CENTURY COMPANIES INC $146,741,564 0.62% 487,789
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $132,504,785 0.56% 440,464
Mid Azora Capital LP $128,556,090 0.54% 427,338
Mega WELLS FARGO & COMPANY/MN $126,555,870 0.53% 420,689
Large Holocene Advisors, LP $125,640,747 0.53% 417,647
Large Epoch Investment Partners, Inc. $122,829,188 0.52% 408,301
Mega VICTORY CAPITAL MANAGEMENT INC $122,080,423 0.51% 405,812
Mega FRANKLIN RESOURCES INC $120,937,869 0.51% 402,014
Mid FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC $117,830,899 0.50% 391,686
Mega Bank of New York Mellon Corp Bank $115,470,277 0.49% 383,839
Large Caisse de depot et placement du Quebec $109,730,750 0.46% 364,760
Mega GOLDMAN SACHS GROUP INC $108,541,267 0.46% 360,806
Mega Invesco Ltd. $104,992,973 0.44% 349,011
Large FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $104,719,223 0.44% 348,101
Mega ENVESTNET ASSET MANAGEMENT INC $101,308,714 0.43% 336,764
Large VOYA INVESTMENT MANAGEMENT LLC $99,054,293 0.42% 329,270
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $98,935,165 0.42% 328,874
Large Cantillon Capital Management LLC $97,747,788 0.41% 324,927
Mid First Pacific Advisors, LP $96,453,317 0.41% 320,624
Mid Coronation Fund Managers Ltd. $87,373,967 0.37% 290,443
Mega Legal & General Group Plc $86,358,965 0.36% 287,069
Mega AMERIPRISE FINANCIAL INC $79,639,627 0.34% 264,733
Mid Heron Bay Capital Management $74,970,445 0.32% 249,212
Mid Prana Capital Management, LP $74,342,012 0.31% 247,123
Mid Junto Capital Management LP $71,752,467 0.30% 238,515
Large TRUIST FINANCIAL CORP $61,443,925 0.26% 204,248
Mid GILDER GAGNON HOWE & CO LLC $58,579,422 0.25% 194,726
Mega DEUTSCHE BANK AG\ Bank $50,443,471 0.21% 167,681
Mega Sumitomo Mitsui Trust Group, Inc. $50,397,448 0.21% 167,528
Mega Nuveen, LLC $49,883,027 0.21% 165,818
Large STIFEL FINANCIAL CORP $49,503,678 0.21% 164,557
Mega ROYAL BANK OF CANADA Bank $47,479,693 0.20% 157,829
Large Alyeska Investment Group, L.P. $46,760,413 0.20% 155,438
Large BROWN BROTHERS HARRIMAN & CO $43,979,240 0.19% 146,193
Mega California Public Employees Retirement System Pension $43,105,329 0.18% 143,288
Mega WELLINGTON MANAGEMENT GROUP LLP $42,759,073 0.18% 142,137
Mega LPL Financial LLC $42,753,357 0.18% 142,118
Mega National Pension Service Pension $42,281,957 0.18% 140,551
Mega VANGUARD ASSET MANAGEMENT, Ltd $41,180,017 0.17% 136,888
Large DIAMOND HILL CAPITAL MANAGEMENT INC $41,077,734 0.17% 136,548
Large Hudson Bay Capital Management LP $40,709,518 0.17% 135,324
Mega JENNISON ASSOCIATES LLC $40,678,533 0.17% 135,221
Mid Ceredex Value Advisors LLC $39,986,322 0.17% 132,920
Mega CITIGROUP INC $38,685,834 0.16% 128,597
Mega NEUBERGER BERMAN GROUP LLC $38,332,059 0.16% 127,421
Large SEI INVESTMENTS CO $38,137,421 0.16% 126,774
Mega Amundi $37,837,192 0.16% 125,776
Large BAMCO INC /NY/ $36,634,475 0.15% 121,778
Large RENAISSANCE TECHNOLOGIES LLC $36,262,048 0.15% 120,540
Mid Perpetual Ltd $35,369,785 0.15% 117,574
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $35,310,222 0.15% 117,376
Large PFA Pension, Forsikringsaktieselskab Pension $34,549,122 0.15% 114,846
Large WESTWOOD HOLDINGS GROUP INC $32,923,436 0.14% 109,442
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $32,548,301 0.14% 108,195
Large Jain Global LLC $30,747,232 0.13% 102,208
Mega RHUMBLINE ADVISERS $30,403,383 0.13% 101,065
Mid Champlain Investment Partners, LLC $30,398,871 0.13% 101,050
Large DANSKE BANK A/S Bank $29,974,699 0.13% 99,640
Mega JANE STREET GROUP, LLC $29,666,349 0.13% 98,615
Large Aberdeen Group plc $29,614,907 0.12% 98,444
Mid Clarkston Capital Partners, LLC $29,001,215 0.12% 96,404
Small Cander Asset Management LP $28,678,123 0.12% 95,330
Mega FIRST TRUST ADVISORS LP $28,142,947 0.12% 93,551
Mega BARCLAYS PLC $27,856,255 0.12% 92,598
Key facts CIK 1397911 CUSIP 50212V100 13F (30d) 19 filings 8 filers Visit website

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