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LPLA — LPL FINL HLDGS INC

Reported value held$13.81B
Funds holding (latest)64
SectorFinancials
Funds holding (Q2 2026)47
Institutional value$8.90B · 32.13M sh
New / Add / Cut / Exit6 / 19 / 20 / 4
Top-5 / Top-10 concentration50.8% / 70.5%
Institutional holdings change Reducing -13.5% (-5.01M sh)
Institutional value change Down -19.3%

As of Q2 2026, 47 SEC-registered investment managers reported holding LPLA (LPL FINL HLDGS INC) in their latest 13F filings, with a combined reported value of $8.90B across 32.13M shares. That is -13.5% by share count (-5.01M shares) versus the previous quarter, while reported value moved -19.3%. Ownership is concentrated: the five largest holders account for 50.8% of reported value and the top ten for 70.5%.

Compared with the prior quarter, 6 opened new positions, 19 added to existing stakes, 20 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

LPLA is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 8.15M $2.91B 0.04% Reduce
BlackRock Inc history Q2 2026 4.73M $1.33B 0.02% Reduce
Dodge & Cox history Q2 2026 4.58M $1.29B 0.68% Add
Janus Henderson Group history Q1 2026 3.67M $1.10B 0.55% Add
Principal Global Investors history Q2 2026 2.68M $756.31M 0.37% Add
Capital World Investors history Q2 2026 2.34M $660.05M 0.08% Add
Goldman Sachs Group history Q2 2026 1.70M $477.72M 0.04% Add
Capital Research Global Investors history Q2 2024 1.58M $440.47M 0.10% Reduce
Geode Capital Management history Q2 2026 1.50M $422.04M 0.02% Reduce
MFS Investment Management history Q2 2026 1.46M $413.83M 0.14% Reduce
Lone Pine Capital history Q2 2026 1.22M $343.40M 2.10% Reduce
Norges Bank Investment Management history Q2 2026 1.05M $297.04M 0.03% Add
Fidelity Management & Research (FMR) history Q2 2026 981.39K $276.44M 0.01% Reduce
Marshall Wace history Q2 2026 975.63K $274.81M 0.22% New
Morgan Stanley history Q2 2026 861.98K $242.80M 0.01% Reduce
Bank of America Corp history Q2 2026 815.66K $229.76M 0.01% Add
Citadel Advisors history Q2 2026 682.37K $192.21M 0.02% Reduce
Third Point history Q4 2025 510.00K $182.16M 2.71% Reduce
Markel Corp history Q2 2026 559.95K $157.73M 1.20% Hold
UBS Group AG history Q2 2026 540.25K $152.18M 0.02% Reduce

View all 64 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 4.75M 4.77M 4.75M 4.83M 4.98M 4.99M 4.97M 4.73M
Dodge & Cox — — — — — — — — — — — — 15.56K 470.11K 1.52M 2.70M 3.33M 3.95M 4.15M 4.58M
Principal Global Investors 26.46K 19.29K 16.80K 33.30K 29.65K 10.26K 10.29K 15.80K 16.12K 15.12K 14.86K 21.97K 25.42K 66.87K 1.04M 1.60M 1.97M 1.93M 2.64M 2.68M
Capital World Investors — — — — 504.49K 504.49K — — — — — 17.81K 17.81K 19.25K 5.43K 16.37K 2.63M 3.63M 2.31M 2.34M
Goldman Sachs Group 252.39K 265.90K 457.53K 490.39K 520.90K 978.49K 338.26K 321.43K 328.69K 317.09K 315.96K 297.72K 231.97K 208.04K 209.13K 233.46K 285.61K 279.41K 360.81K 1.70M
Geode Capital Management 1.11M 1.11M 1.06M 1.08M 1.11M 1.33M 1.46M 1.32M 1.33M 1.35M 1.37M 1.40M 1.44M 1.46M 1.56M 1.72M 1.54M 1.55M 1.59M 1.50M
MFS Investment Management — — — — — 44.22K 54.07K 31.02K 568.29K 583.39K 794.61K 884.63K 710.37K 1.12M 1.52M 2.44M 3.24M 3.72M 3.87M 1.46M
Lone Pine Capital — — — 2.29M 1.98M 2.01M 1.86M 2.00M 1.84M 1.84M 1.69M 1.69M 2.18M 1.92M 1.76M 1.87M 2.26M 2.07M 2.05M 1.22M
Norges Bank Investment Management — — — — — 1.01M — — — 880.84K — 928.89K — 936.41K — 1.07M — 1.04M — 1.05M
Fidelity Management & Research (FMR) 1.99M 2.18M 2.22M 2.29M 2.17M 2.22M 4.28M 2.43M 2.27M 2.80M 3.17M 2.67M 3.32M 2.96M 3.17M 2.45M 1.12M 664.98K 1.30M 981.39K
Marshall Wace 15.02K 110.67K — — — 23.36K 283.71K 482.95K 156.13K — — — 863.25K 504.18K 677.24K 20.52K 120.73K 9.74K — 975.63K
Morgan Stanley 92.64K 115.75K 203.14K 401.63K 454.56K 694.42K 698.42K 618.22K 500.43K 525.29K 1.28M 1.47M 870.85K 1.03M 1.21M 1.37M 1.48M 1.76M 1.28M 861.98K
Bank of America Corp 429.18K 457.57K 522.16K 456.85K 421.57K 414.91K 429.76K 634.49K 688.94K 546.08K 572.13K 582.02K 354.70K 337.06K 923.69K 962.08K 878.03K 796.17K 803.43K 815.66K
Citadel Advisors 53.95K 22.33K 155.36K 138.48K 382.76K 619.42K 574.34K 658.99K 228.21K 336.75K 572.85K 390.68K 601.48K 439.00K 94.80K 41.00K 434.25K 423.35K 974.17K 682.37K
Markel Corp — — — — — 2.68K 19.67K 127.06K 301.26K 426.39K 454.29K 481.79K 520.40K 532.40K 539.10K 544.60K 553.32K 559.95K 559.95K 559.95K
UBS Group AG 49.28K 49.39K 68.64K 20.23K 72.85K 47.72K 45.30K 90.96K 117.89K 52.62K 74.67K 121.07K 272.65K 186.17K 210.85K 231.10K 336.13K 428.75K 653.88K 540.25K
Northern Trust Corp 393.13K 367.87K 370.02K 452.52K 450.17K 463.48K 506.91K 467.00K 498.40K 465.96K 446.88K 458.56K 429.59K 491.14K 517.36K 522.70K 532.30K 515.46K 525.45K 508.63K
Point72 Asset Management 518.28K 211.30K 67.10K 10.80K — 38.80K 54.60K 57.90K 13.80K 2.50K — 143.23K 350.38K 147.09K — — — 20.48K 51.34K 507.35K
Charles Schwab Investment Management 640.72K 651.66K 671.00K 662.37K 479.24K 498.57K 497.14K 490.24K 283.93K 293.47K 300.52K 311.91K 321.81K 335.75K 354.00K 388.13K 405.15K 418.57K 440.46K 481.37K
Wells Fargo & Co 2.52M 462.36K 649.50K 579.42K 577.78K 432.56K 424.32K 429.97K 484.35K 476.76K 486.15K 502.94K 498.22K 504.59K 595.85K 602.02K 563.61K 486.93K 420.69K 387.22K

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