Security Snapshot

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

CUSIP: 50212V100

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

508

Shares (Excl. Options)

37.41MFull value: 37,409,651 · shares · 30 Sep 2026

Price

$305.80

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Security type / class
Equity / Common Stock
Symbol
LPLA on Nasdaq
All holders as of 30 Sep 2026
Q3 2026
Total 13F shares
37,409,651
Latest holder snapshot 5 signals
Total 13F value
$11,432,485,661
Portfolio coverage rank
0.01%
Share change
-1,178,105
Value change
-$355,763,584
Number of holders
508
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
78,734,601
SEC-reported price per share
$325.63
Insider filing price
$325.63
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • LPLA - LPL Financial Holdings Inc. - Common Stock is tracked under CUSIP 50212V100.
  • 508 institutions reported positions in Q3 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 768 to 508 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $23.34BFull value: $23,340,087,548 · USD · 30 Jun 2026
    to
    $11.43BFull value: $11,432,485,661 · USD · 30 Sep 2026
    .

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

Latest holder context comes from 508 institutions filings for Q3 2026.

Open SEC evidence

Security key

50212V100

13F reference period

Q3 2026

13F holders

508

13D/G owners

4

CIK / CUSIP context first

Open Q3 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

Latest 13F filings Latest 13D/G filings All securities

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 4.6% -8.4% $1,176,800,183 -$127,338,588 3,613,918 -9.8% Boston Partners 30 Sep 2026
As of 30 Sep 2026, 508 institutional investors reported holding
37.41MFull value: 37,409,651 · shares · 30 Sep 2026
shares of LPL Financial Holdings Inc. - Common Stock (LPLA). This represents 48% of the company’s total
78.73MFull value: 78,734,601 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
39%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Dodge & Cox 5.8% 4,583,545 +0.11% 0.75% $1,401,648,061
VANGUARD PORTFOLIO MANAGEMENT LLC 4.9% 3,842,120 +0.26% 0.05% $1,174,920,296
VANGUARD CAPITAL MANAGEMENT LLC 4.5% 3,543,523 -1.9% 0.02% $1,083,609,333
Capital World Investors 3.2% 2,556,324 +9.1% 0.09% $781,723,763
STATE STREET CORP 2.4% 1,927,100 -0.37% 0.02% $589,307,180
WCM INVESTMENT MANAGEMENT, LLC 2.4% 1,920,581 +6.1% 1% $591,634,977
GEODE CAPITAL MANAGEMENT, LLC 1.8% 1,452,321 -3.3% 0.02% $442,801,175
BARROW HANLEY MEWHINNEY & STRAUSS LLC 1.3% 1,023,131 -0.79% 0.99% $312,873,460
VAN ECK ASSOCIATES CORP 1.3% 999,459 -4.7% 0.19% $305,634,562
MORGAN STANLEY 1.3% 999,270 +16% 0.02% $305,577,663
WESTFIELD CAPITAL MANAGEMENT CO LP 1.1% 894,962 +13% 0.9% $273,679,514
DIMENSIONAL FUND ADVISORS LP 1% 802,923 -2.2% 0.04% $245,544,668
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.9% 712,524 -51% 0.08% $218,575,136
RAYMOND JAMES FINANCIAL INC 0.73% 574,395 -11% 0.05% $175,649,719
Markel Group Inc. 0.72% 566,132 +1.1% 1.3% $173,123,165
Qube Research & Technologies Ltd 0.7% 551,121 +60% 0.17% $168,532,802
MARSHALL WACE, LLP 0.68% 536,369 -45% 0.16% $164,021,641
VANGUARD FIDUCIARY TRUST CO 0.64% 503,468 -1.3% 0.03% $153,960,514
TD ASSET MANAGEMENT INC 0.62% 487,190 +5.6% 0.13% $150,078,880
Epoch Investment Partners, Inc. 0.6% 472,723 +5.6% 0.86% $144,558,693
APG Asset Management N.V. 0.56% 444,641 +1.7% 0.31% $119,708,780
AMERICAN CENTURY COMPANIES INC 0.45% 351,851 +24% 0.05% $107,596,037
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.44% 349,606 +0.1% 0.54% $106,909,515
First Pacific Advisors, LP 0.41% 321,244 0% 1.2% $98,236,415
Invesco Ltd. 0.4% 311,359 +192% 0.01% $95,213,585

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q3 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 37,409,651 $11,432,485,661 -$355,763,584 $305.80 508
2026 Q2 82,879,667 $23,340,087,548 -$129,688,546 $281.68 768
2026 Q1 82,330,684 $24,831,049,388 +$56,483,801 $300.83 767
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
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