Security key
50212V100
LPL Financial Holdings Inc. - Common Stock (LPLA)
CUSIP: 50212V100
Q2 2026 13F Holders as of 30 Jun 2026
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 82,868,567
- Total 13F value
- $23,336,961,414
- Share change
- -408,236
- Put/Call ratio
- 39%
- SEC-reported price per share
- $281.68
- Number of holders
- 763
- Value change
- -$127,954,511
- Number of buys
- 343
- Number of sells
- 394
- Shares outstanding
- 79,214,264
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
763
Top holders
10
LPLA full security history
Ownership snapshot
Full 13F holder table
LPL Financial Holdings Inc. SEC filings
LPL Financial Holdings Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of LPLA - LPL Financial Holdings Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
VANGUARD CAPITAL MANAGEME...
Disclosed value leader
BlackRock, Inc.
Comparable rows
15/15
Latest evidence
30 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 5.4%
13D/G row: VANGUARD CAPITAL MANAGEMENT LLC
Showing 1-6 of 15 holder rows.
Quick read
VANGUARD CAPITAL MANAGEMENT LLC leads the comparable SEC ownership view at 5.4%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens VANGUARD CAPITAL MANAGEMENT LLC's linked filing trail.
Comparable ownership
Top 5
VANGUARD CAPITAL MANAGEMENT LLC
5.4%
Janus Henderson Group Ltd.
5.3%
DODGE & COX
5.2%
Boston Partners
5%
Anne M. Mulcahy
0.05%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.4%
|
$1,293,740,473
4,300,570 shares
|
$0 | 31 Mar 2026 |
| Janus Henderson Group Ltd. |
13D/G
13F
Company
|
5.3%
|
$1,347,924,177
4,198,356 shares
|
$0 | 30 Jun 2026 |
| DODGE & COX |
13D/G
13F
Company
|
5.2%
|
$1,334,732,014
4,146,547 shares
|
$0 | 31 Mar 2026 |
| Boston Partners |
13D/G
13F
Company
|
5%
|
$1,285,836,185
4,004,972 shares
|
$0 | 30 Jun 2026 |
| Anne M. Mulcahy |
3/4/5
Director
|
0.05%
|
$11,260,367
37,431 shares
|
— | 15 May 2026 |
| Richard Steinmeier |
3/4/5
Chief Executive Officer
|
0.05%
|
$13,730,376
36,301 shares
|
-$1,876,482 | 25 Feb 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
763
Shares
82,868,567
Rows available
763
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
766
Q2 2026 holders
763
Holder diff
-3
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|