Latest Period
Q2 2026
Security Snapshot
LPL Financial Holdings Inc. - Common Stock (LPLA) Institutional Ownership
CUSIP: 50212V100
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
758
Shares (Excl. Options)
82,742,272
Price
$281.68
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Stock
- Symbol
- LPLA on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 82,742,272
- Total 13F value
- $23,301,449,141
- Portfolio coverage rank
- 0.02%
- Share change
- -406,023
- Value change
- -$127,218,379
- Number of holders
- 758
- Shares outstanding
- 79,214,264
- SEC-reported price per share
- $323.32
- Insider filing price
- $323.32
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.
- 758 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 765 to 758 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $24,828,501,383 to $23,301,449,141.
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 758 institutions filings for Q2 2026.
Security key
50212V100
Latest holder period
Q2 2026
13F holders
758
13D/G owners
4
CIK / CUSIP context first
Open Q2 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
4
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 | |||
| Janus Henderson Group Ltd. | 5.3% | $1,347,924,177 | 4,198,356 | JANUS HENDERSON GROUP Ltd. | 30 Jun 2026 | |||
| DODGE & COX | 5.2% | $1,334,732,014 | 4,146,547 | Dodge & Cox | 31 Mar 2026 | |||
| Boston Partners | 5% | $1,285,836,185 | 4,004,972 | Boston Partners | 30 Jun 2026 |
As of 30 Jun 2026, 758 institutional investors reported holding 82,742,272 shares of LPL Financial Holdings Inc. - Common Stock (LPLA). This represents 104% of the company’s total 79,214,264 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
67%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6% | 4,732,991 | -4.9% | 0.02% | $1,333,189,048 |
| Dodge & Cox | 5.8% | 4,578,679 | +10% | 0.68% | $1,289,722,301 |
| Boston Partners | 5.4% | 4,250,828 | +2.9% | 1.1% | $1,202,536,760 |
| Jupiter Topco LLC | 5.3% | 4,198,356 | 0% | 0.48% | $1,182,594,898 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.8% | 3,832,005 | -0.52% | 0.05% | $1,079,399,168 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.6% | 3,613,624 | +0.46% | 0.02% | $1,017,885,608 |
| PRINCIPAL FINANCIAL GROUP INC | 3.4% | 2,684,964 | +1.8% | 0.37% | $756,310,423 |
| SAMLYN CAPITAL, LLC | 3% | 2,405,639 | +3.5% | 11% | $677,620,393 |
| Capital World Investors | 3% | 2,343,266 | +1.3% | 0.08% | $660,051,167 |
| STATE STREET CORP | 2.4% | 1,934,239 | +3.8% | 0.02% | $544,836,442 |
| WCM INVESTMENT MANAGEMENT, LLC | 2.3% | 1,810,058 | +4.4% | 0.88% | $487,340,050 |
| GOLDMAN SACHS GROUP INC | 2.1% | 1,695,954 | +370% | 0.05% | $477,716,288 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 1,502,575 | -5.8% | 0.02% | $422,044,035 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.8% | 1,458,759 | -62% | 0.14% | $413,826,664 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.8% | 1,434,522 | -15% | 1.3% | $404,076,225 |
| ALLIANCEBERNSTEIN L.P. | 1.7% | 1,385,759 | -12% | 0.15% | $416,877,880 |
| LONE PINE CAPITAL LLC | 1.5% | 1,219,099 | -41% | 2.1% | $343,395,806 |
| SurgoCap Partners LP | 1.3% | 1,063,218 | +4.2% | 9.7% | $299,487,246 |
| NORGES BANK | 1.3% | 1,054,523 | 0.03% | $297,038,039 | |
| VAN ECK ASSOCIATES CORP | 1.3% | 1,048,344 | +4.5% | 0.18% | $295,297,537 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.3% | 1,031,243 | -5.7% | 0.88% | $290,480,528 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 1.3% | 993,006 | +11% | 12% | $279,709,930 |
| FMR LLC | 1.2% | 981,391 | -24% | 0.01% | $276,438,189 |
| MARSHALL WACE, LLP | 1.2% | 975,627 | 0.23% | $274,814,614 | |
| MORGAN STANLEY | 1.1% | 861,982 | -33% | 0.01% | $242,803,907 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 82,742,272 | $23,301,449,141 | -$127,218,379 | $281.68 | 758 |
| 2026 Q1 | 82,322,213 | $24,828,501,383 | +$56,669,463 | $300.83 | 765 |
| 2025 Q4 | 81,374,049 | $29,034,021,728 | +$796,099,426 | $357.17 | 822 |
| 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 |