Who owns LPL Financial Holdings Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LPLA from SEC Form 13F filings across 765 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 765 institutions disclosed 82.8M shares of LPL Financial Holdings Inc. worth $23.31B — about 103.7% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
765
13F holders
$23.31B
value, 2026 filers
103.7%
of shares outstanding (82.8M sh)
106
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of LPLA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.7M | $1.33B | 0.0% | 5.9% | -4.9% |
| 2 | Dodge & Cox | 4.6M | $1.29B | 0.7% | 5.7% | +10.4% |
| 3 | Boston Partners | 4.3M | $1.20B | 1.1% | 5.3% | +2.9% |
| 4 | Jupiter Topco LLCNEW | 4.2M | $1.18B | 0.5% | 5.3% | new |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.8M | $1.08B | 0.0% | 4.8% | -0.5% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 3.6M | $1.02B | 0.0% | 4.5% | +0.5% |
| 7 | PRINCIPAL FINANCIAL GROUP INC | 2.7M | $756.3M | 0.4% | 3.4% | +1.8% |
| 8 | SAMLYN CAPITAL, LLC | 2.4M | $677.6M | 11.0% | 3% | +3.5% |
| 9 | Capital World Investors | 2.3M | $660.1M | 0.1% | 2.9% | +1.3% |
| 10 | STATE STREET CORP | 1.9M | $544.8M | 0.0% | 2.4% | +3.8% |
| 11 | WCM INVESTMENT MANAGEMENT, LLC | 1.8M | $487.3M | 0.9% | 2.3% | +4.4% |
| 12 | GOLDMAN SACHS GROUP INC | 1.7M | $477.7M | 0.0% | 2.1% | +370.0% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $422.0M | 0.0% | 1.9% | -5.8% |
| 14 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.5M | $413.8M | 0.1% | 1.8% | -62.3% |
| 15 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.4M | $404.1M | 1.3% | 1.8% | -14.6% |
| 16 | ALLIANCEBERNSTEIN L.P. | 1.4M | $416.9M | 0.1% | 1.7% | -11.8% |
| 17 | LONE PINE CAPITAL LLC | 1.2M | $343.4M | 2.1% | 1.5% | -40.5% |
| 18 | SurgoCap Partners LP | 1.1M | $299.5M | 9.7% | 1.3% | +4.2% |
| 19 | NORGES BANKNEW | 1.1M | $297.0M | 0.0% | 1.3% | new |
| 20 | VAN ECK ASSOCIATES CORP | 1.0M | $295.3M | 0.2% | 1.3% | +4.5% |
| 21 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.0M | $290.5M | 0.9% | 1.3% | -5.7% |
| 22 | DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 993,006 | $279.7M | 12.3% | 1.2% | +11.2% |
| 23 | FMR LLC | 981,391 | $276.4M | 0.0% | 1.2% | -24.4% |
| 24 | MARSHALL WACE, LLPNEW | 975,627 | $274.8M | 0.2% | 1.2% | new |
| 25 | MORGAN STANLEY | 861,982 | $242.8M | 0.0% | 1.1% | -32.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.