LPL Financial HoldingsLPLA
13F holders, Q4 2025 (December 31)826holders +67
111new positions
80sold out
12famous investors
$356.80avg. 13F price*
At the end of Q4 2025, 826 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings, up 67 from Q3 2025. 111 opened new positions and 80 sold out. The largest holders were Vanguard Group Inc. ($2.9B), BlackRock, Inc. ($1.8B) and Dodge & Cox ($1.4B). 12 famous investors held it, including Stephen Mandel (5.4% of Lone Pine Capital's portfolio), Dan Loeb (2.5% of Third Point's portfolio) and Tom Gayner (1.6% of Markel Group's portfolio).
- Company
- LPL Financial Holdings Inc.
- CUSIP
- 50212V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $1.0B |
| Exits | 80 | $334.3M |
All 13F filers, Q3 2025 → Q4 2025: 8,506,877 shares bought and 7,384,388 shares sold, net +1,122,489 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 826 holders
| Vanguard Group Inc. | 0.04% | Reduce -1.9% | 8,148,558 | $2.9B |
| BlackRock, Inc. | 0.03% | Add +0.3% | 4,989,024 | $1.8B |
| Dodge & Cox | 0.76% | Add +18.6% | 3,948,970 | $1.4B |
| Massachusetts Financial Services Co. | 0.43% | Add +14.7% | 3,719,447 | $1.3B |
| Capital World Investors | 0.18% | Add +37.9% | 3,625,357 | $1.3B |
| Boston Partners | 1.31% | Reduce -3.2% | 3,550,318 | $1.3B |
| Janus Henderson Group PLC | 0.54% | Add +9.1% | 3,377,553 | $1.2B |
| Kayne Anderson Rudnick Investment Management LLC | 2.20% | Reduce -7.4% | 2,298,547 | $821.0M |
| Lone Pine Capital | 5.44% | Reduce -8.0% | 2,074,948 | $741.1M |
| Principal Financial Group Inc. | 0.35% | Reduce -1.8% | 1,934,483 | $691.0M |
| State Street Corp. | 0.02% | Add +0.8% | 1,843,135 | $658.3M |
| Morgan Stanley | 0.04% | Add +19.2% | 1,763,263 | $629.8M |
| WCM Investment Management, LLC | 1.28% | Reduce -1.2% | 1,721,473 | $619.3M |
| Samlyn Capital, LLC | 9.00% | Add +17.3% | 1,579,259 | $564.1M |
| Geode Capital Management, LLC | 0.03% | Add +0.8% | 1,554,814 | $553.9M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.50% | New | 1,261,285 | $450.5M |
| Alliancebernstein L.P. | 0.14% | Add +112.6% | 1,199,344 | $428.4M |
| JPMorgan Chase & Co. | 0.03% | Add +27.6% | 1,197,366 | $427.7M |
| Norges Bank | 0.04% | — | 1,040,445 | $371.6M |
| SurgoCap Partners LP | 9.84% | Add +0.1% | 995,000 | $355.4M |
| Bank of America Corp. | 0.02% | Reduce -9.3% | 796,171 | $284.4M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -7.0% | 788,342 | $281.6M |
| Darlington Partners Capital Management, LP | 11.19% | Reduce -0.3% | 783,006 | $279.7M |
| Raymond James Financial Inc. | 0.08% | Reduce -11.5% | 729,567 | $261.7M |
| FMR LLC | 0.01% | Reduce -40.7% | 664,979 | $237.5M |
| APG Asset Management N.V. | 0.64% | Reduce -3.1% | 743,717 | $226.2M |
| TD Asset Management Inc | 0.18% | Reduce -8.5% | 633,192 | $226.2M |
| Westfield Capital Management Co. LP | 0.93% | Add +8.7% | 625,562 | $223.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -1.3% | 581,924 | $207.8M |
| Markel Group | 1.59% | Add +1.2% | 559,951 | $200.0M |
| Northern Trust Corp. | 0.02% | Reduce -3.2% | 515,460 | $184.1M |
| Invesco Ltd. | 0.02% | Reduce -4.6% | 514,687 | $183.8M |
| Third Point | 2.51% | Reduce -14.2% | 510,000 | $182.2M |
| Van Eck Associates Corp. | 0.15% | Add +6631.9% | 493,788 | $176.4M |
| Wells Fargo & Company | 0.03% | Reduce -13.6% | 486,928 | $173.9M |
| Epoch Investment Partners, Inc. | 0.94% | Reduce -4.2% | 462,450 | $165.2M |
| American Century Companies Inc. | 0.08% | Add +6.6% | 455,761 | $162.8M |
| Azora Capital LP | 10.08% | Add +26.8% | 448,189 | $160.1M |
| Railway Pension Investments Ltd | 1.87% | Add +22.5% | 445,280 | $159.0M |
| Eminence Capital, LP | 2.50% | Reduce -24.8% | 441,845 | $157.8M |
| UBS Group AG | 0.03% | Add +27.6% | 428,755 | $153.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.3% | 418,574 | $149.5M |
| Fairview Capital Investment Management, LLC | 7.59% | Reduce -5.5% | 413,744 | $147.8M |
| First Pacific Advisors, LP | 1.86% | Reduce -12.7% | 387,412 | $138.4M |
| Cantillon Capital Management LLC | 0.71% | New | 369,068 | $131.8M |
| Legal & General Group Plc | 0.03% | Add +9.8% | 368,301 | $131.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -19.3% | 365,384 | $130.5M |
| Caisse de depot et placement du Quebec | 0.22% | Add +16.9% | 363,462 | $129.8M |
| Holocene Advisors, LP | 0.27% | Add +21.2% | 362,364 | $129.4M |
| Citadel Advisors | 0.09% | Reduce -7.3% | 356,446 | $127.3M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -11.2% | 352,940 | $126.1M |
| Nomura Asset Management International Inc. | 0.18% | — | 328,926 | $117.5M |
| Millennium Management | 0.08% | Reduce -71.1% | 304,710 | $108.8M |
| Clarkston Capital Partners, LLC | 2.49% | Reduce -39.5% | 301,484 | $107.7M |
| T. Rowe Price Associates Inc. | 0.01% | Add +6.9% | 289,691 | $103.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.1% | 279,485 | $99.8M |
| Gilder Gagnon Howe & Co. LLC | 0.98% | Reduce -2.6% | 259,070 | $92.5M |
| Egerton Capital (UK) LLP | 0.99% | New | 254,813 | $91.0M |
| Fort Washington Investment Advisors Inc. | 0.48% | Add +12.7% | 251,397 | $89.8M |
| Coronation Fund Managers Ltd. | 3.66% | Add +21.4% | 228,265 | $81.5M |
| Tremblant Capital Group | 2.02% | New | 222,165 | $79.4M |
| Truist Financial Corp. | 0.10% | Reduce -1.6% | 206,345 | $73.7M |
| Deutsche Bank AG | 0.02% | Add +8.6% | 188,100 | $67.2M |
| Brown Brothers Harriman & Co. | 0.36% | Reduce -1.7% | 187,084 | $66.8M |
| Stifel Financial Corp. | 0.06% | Reduce -3.0% | 181,199 | $64.7M |
| Royal Bank of Canada | 0.01% | Reduce -38.3% | 180,720 | $64.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -3.9% | 176,484 | $63.0M |
| Employees Retirement System of Texas | 0.60% | Add +9.1% | 176,200 | $62.9M |
| Baron Capital (BAMCO) | 0.17% | Reduce -15.7% | 175,245 | $62.6M |
| Amundi | 0.02% | Add +34.9% | 170,754 | $61.0M |
| Franklin Resources Inc. | 0.01% | Reduce -4.2% | 161,772 | $57.8M |
| Ameriprise Financial Inc. | 0.01% | Add +43.3% | 161,410 | $57.6M |
| Nuveen, LLC | 0.01% | Reduce -15.5% | 159,596 | $57.0M |
| California Public Employees Retirement System | 0.03% | Reduce -4.3% | 152,668 | $54.5M |
| Wellington Management Group LLP | 0.01% | Reduce -7.3% | 148,452 | $53.0M |
| Westwood Holdings Group Inc. | 0.41% | Reduce -27.4% | 138,040 | $49.3M |
| LPL Financial LLC | 0.01% | Add +4.5% | 134,639 | $48.1M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +32.3% | 134,221 | $47.9M |
| Junto Capital Management LP | 1.07% | Reduce -61.9% | 133,828 | $47.8M |
| Jain Global LLC | 0.48% | Add +7256.1% | 131,527 | $47.0M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -23.2% | 124,728 | $45.1M |
| National Pension Service | 0.03% | Add +7.7% | 126,025 | $45.0M |
| Danske Bank A/S | 0.10% | Reduce -5.4% | 124,333 | $44.4M |
| California State Teachers Retirement System | 0.04% | Add +0.0% | 119,651 | $42.7M |
| Bridgewater Associates | 0.15% | Reduce -43.3% | 118,294 | $42.3M |
| PFA Pension, Forsikringsaktieselskab | 0.12% | — | 114,846 | $41.3M |
| Southpoint Capital Advisors LP | 0.95% | No change | 115,000 | $41.1M |
| Renaissance Technologies | 0.06% | Add +38.1% | 114,060 | $40.7M |
| Sei Investments Co. | 0.04% | Reduce -9.6% | 111,807 | $39.9M |
| Jennison Associates LLC | 0.02% | Reduce -89.9% | 111,667 | $39.9M |
| Ensign Peak Advisors, Inc | 0.07% | Reduce -3.9% | 109,878 | $39.2M |
| Victory Capital Management Inc. | 0.02% | Reduce -11.6% | 104,453 | $37.3M |
| King Street Capital Management, L.P. | 7.54% | New | 104,000 | $37.1M |
| Family Wealth Partners, LLC | 13.13% | Reduce -3.4% | 102,005 | $36.4M |
| Perpetual Ltd | 0.52% | New | 101,433 | $36.2M |
| Rhumbline Advisers | 0.03% | Reduce -2.6% | 100,756 | $36.0M |
| Senator Investment Group LP | 1.43% | New | 100,000 | $35.7M |
| Focus Partners Advisor Solutions, LLC | 0.44% | Reduce -49.8% | 99,810 | $35.6M |
| Citigroup Inc. | 0.02% | Reduce -30.6% | 99,156 | $35.4M |
| First Trust Advisors LP | 0.03% | Reduce -30.5% | 98,528 | $35.2M |
"% of holder's portfolio" is LPLA's weight in each manager's 13F, not the share of LPL Financial Holdings Inc. the manager owns.