Who Owns LPL FINL HLDGS INC (LPLA)? -- Institutional Holders (2026-06-30)

858 institutions reported holding $23.59B of LPL FINL HLDGS INC (LPLA) in SEC 13F filings for 2026-06-30. Largest institutional holders: VANGUARD GROUP INC ($2.31B), BlackRock, Inc. ($1.33B), Dodge & Cox ($1.29B), Boston Partners ($1.20B), Jupiter Topco LLC ($1.18B). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1VANGUARD GROUP INC$2.31B8.2MAdded
2BlackRock, Inc.$1.33B4.7MTrimmed
3Dodge & Cox$1.29B4.6MAdded
4Boston Partners$1.20B4.3MAdded
5Jupiter Topco LLC$1.18B4.2MNew
6PRINCIPAL FINANCIAL GROUP INC$756.3M2.7MAdded
7SAMLYN CAPITAL, LLC$677.6M2.4MAdded
8Capital World Investors$660.1M2.3MAdded
9STATE STREET CORP$544.8M1.9MAdded
10WCM INVESTMENT MANAGEMENT, LLC$487.3M1.8MAdded
11GOLDMAN SACHS GROUP INC$477.7M1.7MAdded
12GEODE CAPITAL MANAGEMENT, LLC$422.0M1.5MTrimmed
13ALLIANCEBERNSTEIN L.P.$416.9M1.4MTrimmed
14MASSACHUSETTS FINANCIAL SERVICES CO /MA/$413.8M1.5MTrimmed
15KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$404.1M1.4MTrimmed
16LONE PINE CAPITAL LLC$343.4M1.2MTrimmed
17SurgoCap Partners LP$299.5M1.1MAdded
18NORGES BANK$297.0M1.1MAdded
19VAN ECK ASSOCIATES CORP$295.3M1.0MAdded
20BARROW HANLEY MEWHINNEY & STRAUSS LLC$290.5M1.0MTrimmed
21DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP$279.7M993,006Added
22FMR LLC$276.4M981,391Trimmed
23MARSHALL WACE, LLP$274.8M975,627New
24MORGAN STANLEY$242.8M861,982Trimmed
25DIMENSIONAL FUND ADVISORS LP$231.1M820,595Added

Source: SEC Form 13F filings · as of 2026-06-30