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

Latest Period

Q4 2025

Institutions Reporting

813

Shares (Excl. Options)

81,329,277

Price

$357.17

Type / Class
Equity / Common Stock
Symbol
LPLA on Nasdaq
Shares outstanding
80,036,129
Price per share
$300.83
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
81,329,277
Total reported value
$29,018,030,328
% of total 13F portfolios
0.02%
Share change
+2,161,839
Value change
+$797,844,555
Number of holders
813
Price from insider filings
$300.83
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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Quick Takeaways

  • LPLA - LPL Financial Holdings Inc. - Common Stock is tracked under CUSIP 50212V100.
  • 813 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 813 to 19 between Q4 2025 and Q1 2026.
  • Reported value moved from $29,018,030,328 to $19,789,028.

Why This Matters

  • 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.

Official SEC Source

Backed by Form 13F

Ownership context comes from SEC Form 13F and, when available, Schedule 13D/13G filings.

See Original Filing

Investment Quick Answers

What is CUSIP 50212V100?
CUSIP 50212V100 identifies LPLA - LPL Financial Holdings Inc. - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 813 institutional investors reported holding 81,329,277 shares of LPL Financial Holdings Inc. - Common Stock (LPLA). This represents 102% 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 70% 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% 8,148,558 -1.9% 0.04% $2,910,420,461
BlackRock, Inc. 6.2% 4,989,024 +0.25% 0.03% $1,781,929,858
Dodge & Cox 4.9% 3,948,970 +19% 0.76% $1,410,453,615
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 4.6% 3,719,447 +15% 0.43% $1,328,474,885
Capital World Investors 4.5% 3,625,357 +38% 0.18% $1,294,868,760
Boston Partners 4.4% 3,550,318 -3.2% 1.3% $1,268,831,724
JANUS HENDERSON GROUP PLC 4.2% 3,377,553 +9% 0.54% $1,206,370,531
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2.9% 2,298,547 -7.4% 2.2% $820,972,101
LONE PINE CAPITAL LLC 2.6% 2,074,948 -8% 5.4% $741,109,177
PRINCIPAL FINANCIAL GROUP INC 2.4% 1,934,483 -1.8% 0.35% $690,954,069
STATE STREET CORP 2.3% 1,843,135 +0.8% 0.02% $658,312,528
MORGAN STANLEY 2.2% 1,763,263 +19% 0.04% $629,785,563
WCM INVESTMENT MANAGEMENT, LLC 2.2% 1,721,473 -1.2% 1.3% $619,299,955
SAMLYN CAPITAL, LLC 2% 1,579,259 +17% 9% $564,063,937
GEODE CAPITAL MANAGEMENT, LLC 1.9% 1,554,814 +0.75% 0.03% $553,857,294
BARROW HANLEY MEWHINNEY & STRAUSS LLC 1.6% 1,261,285 1.5% $450,493,163
ALLIANCEBERNSTEIN L.P. 1.5% 1,199,344 +113% 0.14% $428,369,696
JPMORGAN CHASE & CO 1.5% 1,197,366 +28% 0.03% $427,663,500
NORGES BANK 1.3% 1,040,445 0.04% $371,615,741
SurgoCap Partners LP 1.2% 995,000 +0.07% 9.8% $355,384,150
BANK OF AMERICA CORP /DE/ 0.99% 796,171 -9.3% 0.02% $284,368,249
DIMENSIONAL FUND ADVISORS LP 0.98% 788,342 -7% 0.06% $281,581,283
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 0.98% 783,006 -0.35% 11% $279,666,253
APG Asset Management N.V. 0.93% 743,717 -3.1% 0.64% $226,176,850
RAYMOND JAMES FINANCIAL INC 0.91% 729,567 -11% 0.08% $261,683,001

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 60,698 $19,789,028 -$2,226,257 $300.83 19
2025 Q4 81,329,277 $29,018,030,328 +$797,844,555 $357.17 813
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

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