LPL Financial Holdings Inc. - Common Stock (LPLA) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
LPLA on Nasdaq
Shares outstanding
80,036,129
Price per share
$357.17
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
78,551,942
Total reported value
$26,109,289,599
% of total 13F portfolios
0.02%
Share change
-879,594
Value change
-$506,480,722
Number of holders
743
Price from insider filings
$357.17
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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 GROUP INC 10% $3,089,639,103 8,043,631 The Vanguard Group 31 Jul 2025

As of 30 Sep 2025, 743 institutional investors reported holding 78,551,942 shares of LPL Financial Holdings Inc. - Common Stock (LPLA). This represents 98% of the company’s total 80,036,129 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of LPL Financial Holdings Inc. - Common Stock (LPLA) together control 66% 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
VANGUARD GROUP INC 10% 8,303,768 +4% 0.04% $2,762,580,577
BlackRock, Inc. 6.2% 4,976,517 +3% 0.03% $1,655,637,720
Boston Partners 4.6% 3,669,326 -0.28% 1.3% $1,220,106,369
Dodge & Cox 4.2% 3,329,255 +23% 0.6% $1,107,609,846
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 4.1% 3,242,353 +33% 0.33% $1,078,698,419
JANUS HENDERSON GROUP PLC 3.9% 3,097,351 +0.64% 0.47% $1,030,455,740
Capital World Investors 3.3% 2,628,551 +15960% 0.12% $874,492,632
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3.1% 2,482,615 -2.9% 2% $825,941,328
LONE PINE CAPITAL LLC 2.8% 2,255,714 +20% 5.5% $750,453,491
PRINCIPAL FINANCIAL GROUP INC 2.5% 1,970,021 +23% 0.33% $655,418,202
STATE STREET CORP 2.3% 1,828,455 +5.9% 0.02% $608,308,694
WCM INVESTMENT MANAGEMENT, LLC 2.2% 1,742,991 +0.71% 1.2% $593,662,775
GEODE CAPITAL MANAGEMENT, LLC 1.9% 1,543,258 -11% 0.03% $511,969,931
MORGAN STANLEY 1.8% 1,479,651 +7.7% 0.03% $492,266,127
SAMLYN CAPITAL, LLC 1.7% 1,346,494 +11% 6.4% $447,965,089
FMR LLC 1.4% 1,121,923 -54% 0.02% $373,252,649
JENNISON ASSOCIATES LLC 1.4% 1,104,950 -21% 0.21% $367,605,892
MILLENNIUM MANAGEMENT LLC 1.3% 1,053,168 +1104% 0.28% $350,378,462
SurgoCap Partners LP 1.2% 994,278 +13% 9.4% $330,786,348
JPMORGAN CHASE & CO 1.2% 938,755 -19% 0.02% $312,320,194
BANK OF AMERICA CORP /DE/ 1.1% 878,032 -8.7% 0.02% $292,112,557
DIMENSIONAL FUND ADVISORS LP 1.1% 847,816 -1.9% 0.06% $282,100,118
RAYMOND JAMES FINANCIAL INC 1% 824,267 -5.3% 0.09% $274,225,453
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 0.98% 785,737 0% 8.8% $261,406,843
APG Asset Management N.V. 0.96% 767,333 +51% 0.61% $217,262,992

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
2025 Q4 547,320 $195,669,552 +$19,827,968 $357.17 52
2025 Q3 78,551,942 $26,109,289,599 -$506,480,722 $332.69 743
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