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
756
Shares (Excl. Options)
82,303,509
Price
$300.83
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- Type / Class
- Equity / Common Stock
- Symbol
- LPLA on Nasdaq
- Shares outstanding
- 79,741,288
- Price per share
- $323.46
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 82,303,509
- Total reported value
- $24,823,279,676
- % of total 13F portfolios
- 0.02%
- Share change
- +911,213
- Value change
- +$57,785,597
- Number of holders
- 756
- Price from insider filings
- $323.46
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- LPLA - LPL Financial Holdings Inc. - Common Stock is tracked under CUSIP 50212V100.
- 756 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 820 to 756 between Q4 2025 and Q1 2026.
- Reported value moved from $29,033,988,154 to $24,823,279,676.
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 756 institutions filings for Q1 2026.
Security key
50212V100
Latest holder period
Q1 2026
13F holders
756
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:
Significant Owners of LPL Financial Holdings Inc. - Common Stock (LPLA) based on Schedule 13D/G filings
| 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, 756 institutional investors reported holding 82,303,509 shares of LPL Financial Holdings Inc. - Common Stock (LPLA). This represents 103% of the company’s total 79,741,288 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of LPL Financial Holdings Inc. - Common Stock (LPLA) together control 69% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| 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 |
Institutional Holders of LPL Financial Holdings Inc. - Common Stock (LPLA) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 82,303,509 | $24,823,279,676 | +$57,785,597 | $300.83 | 756 |
| 2025 Q4 | 81,373,955 | $29,033,988,154 | +$798,486,036 | $357.17 | 820 |
| 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 |
| 2019 Q4 | 76,543,448 | $7,046,615,444 | +$14,176,609 | $92.25 | 331 |
| 2019 Q3 | 76,852,103 | $6,281,176,758 | -$147,515,409 | $81.90 | 305 |
| 2019 Q2 | 78,380,767 | $6,378,724,346 | +$44,236,598 | $81.57 | 311 |
| 2019 Q1 | 79,298,588 | $5,512,073,249 | +$6,856,625 | $69.65 | 314 |
| 2018 Q4 | 79,240,941 | $4,833,523,005 | -$125,334,365 | $61.08 | 269 |
| 2018 Q3 | 81,104,226 | $5,227,326,228 | -$192,630,628 | $64.51 | 284 |
| 2018 Q2 | 84,011,207 | $5,503,339,943 | +$28,517,250 | $65.54 | 288 |
| 2018 Q1 | 84,033,045 | $5,130,997,321 | +$12,914,728 | $61.07 | 287 |
| 2017 Q4 | 84,294,066 | $4,816,905,694 | +$64,200,119 | $57.14 | 237 |
| 2017 Q3 | 82,655,293 | $4,262,680,645 | +$83,577,535 | $51.57 | 219 |
| 2017 Q2 | 81,982,587 | $3,480,917,665 | +$351,229,142 | $42.46 | 192 |
| 2017 Q1 | 82,838,135 | $3,299,407,557 | +$120,526,007 | $39.83 | 190 |
| 2016 Q4 | 84,025,052 | $2,958,825,384 | -$414,010,078 | $35.21 | 183 |
| 2016 Q3 | 95,765,531 | $2,863,078,567 | +$61,385,384 | $29.91 | 133 |
| 2016 Q2 | 94,006,755 | $2,117,835,611 | +$8,386,664 | $22.53 | 141 |
| 2016 Q1 | 93,714,883 | $2,323,840,295 | -$414,672,184 | $24.80 | 148 |
| 2015 Q4 | 102,096,475 | $4,354,339,062 | -$262,970,198 | $42.65 | 163 |
| 2015 Q3 | 108,202,323 | $4,303,090,355 | +$32,974,847 | $39.77 | 163 |
| 2015 Q2 | 105,832,233 | $4,920,036,123 | +$376,718,075 | $46.49 | 176 |
| 2015 Q1 | 98,023,491 | $4,300,145,348 | +$277,868,775 | $43.86 | 167 |
| 2014 Q4 | 91,656,265 | $4,082,997,050 | +$11,073,420 | $44.55 | 156 |
| 2014 Q3 | 90,567,374 | $4,170,650,677 | -$26,996,532 | $46.05 | 171 |
| 2014 Q2 | 91,014,790 | $4,526,838,518 | -$6,855,972 | $49.74 | 176 |
| 2014 Q1 | 91,008,243 | $4,779,581,361 | +$13,550,689 | $52.54 | 199 |