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LPLA — LPL FINL HLDGS INC · All Fund Holders
Funds holding (latest): 64 · Reported value held: $13.81B
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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 |
| Northern Trust Corp history | Q2 2026 | 508.63K | $143.27M | 0.02% | Reduce |
| Point72 Asset Management history | Q2 2026 | 507.35K | $142.91M | 0.17% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 481.37K | $135.59M | 0.02% | Add |
| Wells Fargo & Co history | Q2 2026 | 387.22K | $109.07M | 0.02% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 392.56K | $105.69M | 0.01% | New |
| BNY Mellon history | Q2 2026 | 350.26K | $98.66M | 0.02% | Reduce |
| Cantillon Capital Management history | Q1 2026 | 324.93K | $97.75M | 0.65% | Reduce |
| Millennium Management history | Q2 2026 | 293.16K | $82.58M | 0.03% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 283.46K | $79.84M | 0.02% | Reduce |
| CDPQ (Caisse de Depot) history | Q2 2026 | 231.87K | $65.31M | 0.09% | Reduce |
| Deutsche Bank AG history | Q2 2026 | 201.84K | $56.85M | 0.02% | Add |
| Amundi US history | Q2 2026 | 164.40K | $46.31M | 0.01% | Add |
| Balyasny Asset Management history | Q2 2026 | 161.64K | $45.53M | 0.06% | New |
| National Pension Service of Korea history | Q2 2026 | 161.31K | $45.44M | 0.03% | Add |
| Harris Associates (Oakmark) history | Q1 2025 | 135.47K | $44.32M | 0.07% | Reduce |
| Renaissance Technologies history | Q2 2026 | 151.66K | $42.72M | 0.06% | Add |
| Soros Fund Management history | Q1 2025 | 125.00K | $40.89M | 0.69% | New |
| Franklin Resources history | Q2 2026 | 134.65K | $37.93M | 0.01% | Reduce |
| Maverick Capital history | Q2 2025 | 99.51K | $37.31M | 0.56% | Reduce |
| Viking Global Investors history | Q2 2024 | 130.00K | $36.31M | 0.14% | New |
| Baron Funds history | Q2 2026 | 114.22K | $32.17M | 0.08% | Reduce |
| Invesco Ltd history | Q2 2026 | 106.65K | $30.04M | 0.00% | Reduce |
| Wellington Management Group history | Q2 2026 | 77.87K | $21.93M | 0.00% | Reduce |
| Citigroup Inc history | Q2 2026 | 65.40K | $18.42M | 0.01% | Reduce |
| Moore Capital Management history | Q2 2026 | 55.84K | $15.73M | 0.24% | New |
| Davidson Kempner Capital Management history | Q1 2025 | 31.00K | $9.92M | 0.23% | New |
| AQR Capital Management history | Q2 2026 | 34.50K | $9.65M | 0.00% | Add |
| Arrowstreet Capital history | Q4 2024 | 13.20K | $4.31M | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 9.09K | $2.56M | 0.00% | Add |
| PSP Investments history | Q3 2024 | 9.77K | $2.27M | 0.01% | Hold |
| Bridgewater Associates history | Q2 2026 | 6.90K | $1.94M | 0.01% | New |
| Saudi Arabian Monetary Authority history | Q2 2026 | 5.61K | $1.58M | 0.02% | Add |
| Manulife Financial history | Q2 2026 | 5.05K | $1.42M | 0.00% | Hold |
| Two Sigma Investments history | Q2 2026 | 4.40K | $1.24M | 0.00% | Add |
| Prudential Financial history | Q2 2026 | 2.60K | $731.24K | 0.00% | Add |
| D. E. Shaw & Co history | Q2 2026 | 2.00K | $563.36K | 0.00% | New |
| Foresight Global Investors history | Q2 2026 | 1.44K | $404.49K | 0.24% | Reduce |
| CPP Investments history | Q1 2026 | 1.32K | $397.10K | 0.00% | Add |
| Ontario Teachers Pension Plan history | Q1 2024 | 1.26K | $334.21K | 0.00% | Reduce |
| Pzena Investment Management history | Q4 2024 | 900 | $293.86K | 0.00% | Reduce |
| Fidelity International (FIL) history | Q2 2026 | 627 | $176.61K | 0.00% | Add |
| T. Rowe Price Associates history | Q2 2026 | 539.92K | $152.09K | 0.02% | Add |
| First Eagle Investment Management history | Q1 2026 | 6 | $1.80K | 0.00% | Reduce |
| Lazard Asset Management history | Q2 2025 | 4 | $1 | 0.00% | Reduce |