LPL Financial HoldingsLPLA
13F holders, Q1 2026 (March 31)768holders −58
78new positions
141sold out
8famous investors
$301.60avg. 13F price*
At the end of Q1 2026, 768 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings, down 58 from Q4 2025. 78 opened new positions and 141 sold out. The largest holders were BlackRock, Inc. ($1.5B), Dodge & Cox ($1.2B) and Boston Partners ($1.2B). 8 famous investors held it, including Stephen Mandel (4.9% of Lone Pine Capital's portfolio), Tom Gayner (1.4% of Markel Group's portfolio) and Israel Englander (0.2% of Millennium Management's portfolio).
- Company
- LPL Financial Holdings Inc.
- CUSIP
- 50212V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $320.0M |
| Exits | 141 | $1.1B |
All 13F filers, Q4 2025 → Q1 2026: 10,249,533 shares bought and 8,257,711 shares sold, net +1,991,822 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 768 holders
| BlackRock, Inc. | 0.03% | Reduce -0.3% | 4,974,255 | $1.5B |
| Dodge & Cox | 0.69% | Add +5.0% | 4,146,547 | $1.2B |
| Boston Partners | 1.30% | Add +16.4% | 4,131,498 | $1.2B |
| Massachusetts Financial Services Co. | 0.39% | Add +4.0% | 3,869,359 | $1.2B |
| Vanguard Portfolio Management LLC | 0.06% | — | 3,851,978 | $1.2B |
| Janus Henderson Group PLC | 0.53% | Add +8.6% | 3,666,780 | $1.1B |
| Vanguard Capital Management LLC | 0.03% | — | 3,596,968 | $1.1B |
| Principal Financial Group Inc. | 0.42% | Add +36.3% | 2,636,544 | $793.2M |
| Samlyn Capital, LLC | 12.00% | Add +47.1% | 2,323,360 | $698.9M |
| Capital World Investors | 0.10% | Reduce -36.2% | 2,312,446 | $695.7M |
| Lone Pine Capital | 4.92% | Reduce -1.2% | 2,049,967 | $616.7M |
| Alliancebernstein L.P. | 0.18% | Add +31.1% | 1,571,998 | $561.5M |
| State Street Corp. | 0.02% | Add +1.1% | 1,863,266 | $560.5M |
| WCM Investment Management, LLC | 1.19% | Add +0.8% | 1,734,395 | $520.6M |
| Kayne Anderson Rudnick Investment Management LLC | 1.48% | Reduce -26.9% | 1,680,090 | $505.4M |
| Geode Capital Management, LLC | 0.03% | Add +2.6% | 1,594,750 | $478.5M |
| FMR LLC | 0.02% | Add +95.2% | 1,297,690 | $390.4M |
| Morgan Stanley | 0.02% | Reduce -27.2% | 1,283,665 | $386.2M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.08% | Reduce -13.3% | 1,093,406 | $328.9M |
| SurgoCap Partners LP | 10.25% | Add +2.6% | 1,020,839 | $307.1M |
| Van Eck Associates Corp. | 0.23% | Add +103.1% | 1,002,977 | $301.7M |
| Citadel Advisors | 0.20% | Add +159.1% | 923,471 | $277.8M |
| Darlington Partners Capital Management, LP | 12.07% | Add +14.1% | 893,006 | $268.6M |
| Millennium Management | 0.21% | Add +192.2% | 890,253 | $267.8M |
| Westfield Capital Management Co. LP | 1.11% | Add +40.9% | 881,506 | $265.2M |
| Dimensional Fund Advisors LP | 0.05% | Add +3.5% | 816,367 | $245.6M |
| Bank of America Corp. | 0.02% | Add +0.9% | 803,428 | $241.7M |
| JPMorgan Chase & Co. | 0.02% | Reduce -34.0% | 790,730 | $237.4M |
| APG Asset Management N.V. | 0.64% | Add +3.9% | 772,692 | $201.7M |
| Raymond James Financial Inc. | 0.06% | Reduce -8.7% | 666,069 | $200.1M |
| UBS Group AG | 0.03% | Add +52.5% | 653,883 | $196.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +1.7% | 591,666 | $178.0M |
| Markel Group | 1.41% | No change | 559,951 | $168.5M |
| TD Asset Management Inc | 0.14% | Reduce -12.5% | 554,133 | $166.7M |
| Northern Trust Corp. | 0.02% | Add +1.9% | 525,446 | $158.1M |
| Vanguard Fiduciary Trust Co. | 0.04% | — | 508,294 | $152.9M |
| T. Rowe Price Associates Inc. | 0.02% | Add +72.1% | 498,623 | $150.0M |
| American Century Companies Inc. | 0.08% | Add +7.0% | 487,789 | $146.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.2% | 440,464 | $132.5M |
| Azora Capital LP | 8.45% | Reduce -4.7% | 427,338 | $128.6M |
| Wells Fargo & Company | 0.03% | Reduce -13.6% | 420,689 | $126.6M |
| Holocene Advisors, LP | 0.30% | Add +15.3% | 417,647 | $125.6M |
| Epoch Investment Partners, Inc. | 0.74% | Reduce -11.7% | 408,301 | $122.8M |
| Victory Capital Management Inc. | 0.08% | Add +288.5% | 405,812 | $122.1M |
| Franklin Resources Inc. | 0.03% | Add +148.5% | 402,014 | $120.9M |
| Fairview Capital Investment Management, LLC | 6.40% | Reduce -5.3% | 391,686 | $117.8M |
| Bank of New York Mellon Corp | 0.02% | Add +5.0% | 383,839 | $115.5M |
| Caisse de depot et placement du Quebec | 0.18% | Add +0.4% | 364,760 | $109.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +29.1% | 360,806 | $108.5M |
| Invesco Ltd. | 0.01% | Reduce -32.2% | 349,011 | $105.0M |
| Fort Washington Investment Advisors Inc. | 0.58% | Add +38.5% | 348,101 | $104.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -4.6% | 336,764 | $101.3M |
| Nomura Asset Management International Inc. | 0.17% | Reduce -0.0% | 328,874 | $98.9M |
| Voya Investment Management LLC | 0.12% | Add +4113.3% | 329,270 | $98.8M |
| Cantillon Capital Management LLC | 0.65% | Reduce -12.0% | 324,927 | $97.7M |
| First Pacific Advisors, LP | 1.38% | Reduce -17.2% | 320,624 | $96.5M |
| Coronation Fund Managers Ltd. | 3.98% | Add +27.2% | 290,443 | $87.4M |
| Legal & General Group Plc | 0.02% | Reduce -22.1% | 287,069 | $86.4M |
| Ameriprise Financial Inc. | 0.02% | Add +64.0% | 264,733 | $79.6M |
| Heron Bay Capital Management | 6.91% | Add +197.3% | 249,212 | $75.0M |
| Prana Capital Management, LP | 2.28% | New | 247,123 | $74.3M |
| Junto Capital Management LP | 1.52% | Add +78.2% | 238,515 | $71.8M |
| Truist Financial Corp. | 0.08% | Reduce -1.0% | 204,248 | $61.4M |
| Gilder Gagnon Howe & Co. LLC | 0.70% | Reduce -24.8% | 194,726 | $58.6M |
| Deutsche Bank AG | 0.02% | Reduce -10.9% | 167,681 | $50.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -5.1% | 167,528 | $50.4M |
| Nuveen, LLC | 0.01% | Add +3.9% | 165,818 | $49.9M |
| Stifel Financial Corp. | 0.05% | Reduce -9.2% | 164,557 | $49.5M |
| Royal Bank of Canada | 0.01% | Reduce -12.7% | 157,829 | $47.5M |
| Alyeska Investment Group, L.P. | 0.13% | New | 155,438 | $46.8M |
| Brown Brothers Harriman & Co. | 0.24% | Reduce -21.9% | 146,193 | $44.0M |
| California Public Employees Retirement System | 0.03% | Reduce -6.1% | 143,288 | $43.1M |
| Wellington Management Group LLP | 0.01% | Reduce -4.3% | 142,137 | $42.8M |
| LPL Financial LLC | 0.01% | Add +5.5% | 142,118 | $42.8M |
| National Pension Service | 0.03% | Add +11.5% | 140,551 | $42.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.04% | — | 136,888 | $41.2M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.26% | Add +298.1% | 136,548 | $41.1M |
| Hudson Bay Capital Management LP | 0.27% | Add +69.0% | 135,324 | $40.7M |
| Jennison Associates LLC | 0.03% | Add +21.1% | 135,221 | $40.7M |
| Ceredex Value Advisors LLC | 1.26% | New | 132,920 | $40.0M |
| Citigroup Inc. | 0.02% | Add +29.7% | 128,597 | $38.7M |
| Neuberger Berman Group LLC | 0.03% | Add +2370.8% | 127,421 | $38.3M |
| Sei Investments Co. | 0.04% | Add +13.4% | 126,774 | $38.1M |
| Amundi | 0.01% | Reduce -26.3% | 125,776 | $37.8M |
| Baron Capital (BAMCO) | 0.11% | Reduce -30.5% | 121,778 | $36.6M |
| Renaissance Technologies | 0.06% | Add +5.7% | 120,540 | $36.3M |
| Perpetual Ltd | 0.54% | Add +15.9% | 117,574 | $35.4M |
| California State Teachers Retirement System | 0.04% | Reduce -1.9% | 117,376 | $35.3M |
| PFA Pension, Forsikringsaktieselskab | 0.10% | No change | 114,846 | $34.5M |
| Westwood Holdings Group Inc. | 0.24% | Reduce -20.7% | 109,442 | $32.9M |
| Susquehanna International Group, LLP | 0.04% | Add +153.5% | 108,195 | $32.5M |
| Jain Global LLC | 0.42% | Reduce -22.3% | 102,208 | $30.7M |
| Rhumbline Advisers | 0.03% | Add +0.3% | 101,065 | $30.4M |
| Champlain Investment Partners, LLC | 0.39% | New | 101,050 | $30.4M |
| Danske Bank A/S | 0.07% | Reduce -19.9% | 99,640 | $30.0M |
| Jane Street Group, LLC | 0.03% | Add +2481.5% | 98,615 | $29.7M |
| Aberdeen Group plc | 0.05% | Add +1.0% | 98,444 | $29.6M |
| Clarkston Capital Partners, LLC | 2.21% | Reduce -68.0% | 96,404 | $29.0M |
| Cander Asset Management LP | 5.15% | Add +57.5% | 95,330 | $28.7M |
| First Trust Advisors LP | 0.02% | Reduce -5.0% | 93,551 | $28.1M |
"% of holder's portfolio" is LPLA's weight in each manager's 13F, not the share of LPL Financial Holdings Inc. the manager owns.