Latest Period
Q1 2026
Security Snapshot
LPL Financial Holdings Inc. - Common Stock (LPLA) Institutional Ownership
CUSIP: 50212V100
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
760
Shares (Excl. Options)
82,308,254
Price
$300.83
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- Security type / class
- Equity / Common Stock
- Symbol
- LPLA on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 82,308,254
- Total 13F value
- $24,824,707,226
- Portfolio coverage rank
- 0.02%
- Share change
- +909,788
- Value change
- +$57,356,897
- Number of holders
- 760
- Shares outstanding
- 79,741,288
- SEC-reported price per share
- $324.73
- Insider filing price
- $324.73
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- LPLA - LPL Financial Holdings Inc. - Common Stock is tracked under CUSIP 50212V100.
- 760 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 821 to 760 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $29,034,014,942 to $24,824,707,226.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 760 institutions filings for Q1 2026.
Security key
50212V100
Latest holder period
Q1 2026
13F holders
760
13D/G owners
2
CIK / CUSIP context first
Open Q1 2026 holders
LPLA full holder history
LPL Financial Holdings Inc. SEC filings
LPL Financial Holdings Inc. company facts
LPL Financial Holdings Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 50212V100:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
LPLA
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 5.4% | $1,293,740,473 | 4,300,570 | Vanguard Capital Management | 31 Mar 2026 | |||
| DODGE & COX | 5.2% | $1,334,732,014 | 4,146,547 | Dodge & Cox | 31 Mar 2026 |
As of 31 Mar 2026, 760 institutional investors reported holding 82,308,254 shares of LPL Financial Holdings Inc. - Common Stock (LPLA). This represents 103% of the company’s total 79,741,288 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
69%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6.2% | 4,974,255 | -0.3% | 0.03% | $1,496,405,070 |
| Dodge & Cox | 5.2% | 4,146,547 | +5% | 0.69% | $1,247,405,734 |
| Boston Partners | 5.2% | 4,131,498 | +16% | 1.3% | $1,242,012,124 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.9% | 3,869,359 | +4% | 0.41% | $1,171,265,025 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.8% | 3,851,978 | 0% | 0.06% | $1,158,790,542 |
| JANUS HENDERSON GROUP PLC | 4.6% | 3,666,780 | +8.6% | 0.53% | $1,103,078,994 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 3,596,968 | 0% | 0.03% | $1,082,075,883 |
| PRINCIPAL FINANCIAL GROUP INC | 3.3% | 2,636,544 | +36% | 0.42% | $793,163,161 |
| SAMLYN CAPITAL, LLC | 2.9% | 2,323,360 | +47% | 12% | $698,936,389 |
| Capital World Investors | 2.9% | 2,312,446 | -36% | 0.09% | $695,653,130 |
| LONE PINE CAPITAL LLC | 2.6% | 2,049,967 | -1.2% | 4.9% | $616,691,573 |
| STATE STREET CORP | 2.3% | 1,863,266 | +1.1% | 0.02% | $560,526,311 |
| WCM INVESTMENT MANAGEMENT, LLC | 2.2% | 1,734,395 | +0.75% | 1.2% | $520,630,729 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.1% | 1,680,090 | -27% | 1.5% | $505,421,594 |
| GEODE CAPITAL MANAGEMENT, LLC | 2% | 1,594,750 | +2.6% | 0.03% | $478,507,372 |
| ALLIANCEBERNSTEIN L.P. | 2% | 1,571,998 | +31% | 0.19% | $561,470,526 |
| FMR LLC | 1.6% | 1,297,690 | +95% | 0.02% | $390,384,059 |
| MORGAN STANLEY | 1.6% | 1,283,665 | -27% | 0.02% | $386,166,170 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.4% | 1,093,406 | -13% | 1.1% | $328,929,327 |
| SurgoCap Partners LP | 1.3% | 1,020,839 | +2.6% | 10% | $307,098,996 |
| VAN ECK ASSOCIATES CORP | 1.3% | 1,002,977 | +103% | 0.23% | $301,726,000 |
| CITADEL ADVISORS LLC | 1.2% | 923,471 | +159% | 0.2% | $277,807,781 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 1.1% | 893,006 | +14% | 12% | $268,642,995 |
| MILLENNIUM MANAGEMENT LLC | 1.1% | 890,253 | +192% | 0.2% | $267,814,810 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1.1% | 881,506 | +41% | 1.1% | $265,183,525 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 82,308,254 | $24,824,707,226 | +$57,356,897 | $300.83 | 760 |
| 2025 Q4 | 81,374,030 | $29,034,014,942 | +$796,099,426 | $357.17 | 821 |
| 2025 Q3 | 78,570,674 | $26,115,524,115 | -$506,904,216 | $332.69 | 753 |
| 2025 Q2 | 79,421,833 | $29,730,957,173 | +$1,000,191,103 | $374.97 | 790 |
| 2025 Q1 | 76,955,005 | $25,210,805,963 | +$1,868,779,179 | $327.14 | 776 |
| 2024 Q4 | 71,171,684 | $23,240,966,385 | -$263,962,287 | $326.51 | 716 |
| 2024 Q3 | 71,270,834 | $16,584,500,665 | +$14,875,834 | $232.63 | 628 |
| 2024 Q2 | 71,930,702 | $20,082,050,966 | -$210,449,438 | $279.30 | 661 |
| 2024 Q1 | 72,481,578 | $19,151,377,157 | +$419,613,765 | $264.20 | 642 |
| 2023 Q4 | 71,035,482 | $16,172,081,807 | -$384,418,670 | $227.62 | 613 |
| 2023 Q3 | 71,917,773 | $17,090,912,286 | +$32,415,678 | $237.65 | 596 |
| 2023 Q2 | 71,805,347 | $15,608,545,237 | -$579,226,024 | $217.43 | 583 |
| 2023 Q1 | 74,464,444 | $15,066,957,607 | -$359,618,689 | $202.40 | 608 |
| 2022 Q4 | 76,944,407 | $16,636,400,664 | -$516,873,040 | $216.17 | 620 |
| 2022 Q3 | 79,450,328 | $17,356,691,447 | -$705,135,926 | $218.48 | 574 |
| 2022 Q2 | 81,732,543 | $15,080,312,864 | +$699,015,755 | $184.48 | 525 |
| 2022 Q1 | 79,119,299 | $14,466,534,101 | +$256,648,105 | $182.68 | 473 |
| 2021 Q4 | 76,790,237 | $12,298,323,351 | -$405,244,057 | $160.09 | 425 |
| 2021 Q3 | 76,927,107 | $12,061,861,858 | +$172,287,789 | $156.76 | 416 |
| 2021 Q2 | 76,020,715 | $10,263,975,559 | -$151,978,846 | $134.98 | 412 |
| 2021 Q1 | 77,516,486 | $11,022,265,149 | +$251,834,743 | $142.16 | 390 |
| 2020 Q4 | 77,400,211 | $8,067,242,693 | +$92,824,944 | $104.22 | 360 |
| 2020 Q3 | 76,597,253 | $5,870,965,053 | +$3,719,753 | $76.67 | 320 |
| 2020 Q2 | 76,423,534 | $5,987,635,769 | +$186,666,084 | $78.40 | 332 |
| 2020 Q1 | 74,750,010 | $4,066,770,049 | -$210,875,511 | $54.43 | 284 |