LPL Financial Holdings Inc. (LPLA) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

80,357,000Shares Outstanding
81,917,122Shares held by institutions
$24,068,069,615Value of institutional holdings
101.94%Institutional ownership %
4.18%Shares Changed QoQ
805No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

LPL Financial Holdings Inc. (NASDAQ:LPLA) appears in 805 institutional 13F filings for the quarter ending December 2025.

1,416 Institutional Holders

81,917,122 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
VANGUARD GROUP INC 31 Dec, 2025 8,148,558 -155,210 -1.87% $2,910,420,461.00
Janus Henderson Group Plc 31 Dec, 2025 7,333,560 3,956,007 117.13% $2,206,157,988.00
BlackRock, Inc. 31 Dec, 2025 4,989,024 12,507 0.25% $1,781,929,858.00
BlackRock, Inc. 31 Dec, 2025 4,974,255 -14,769 -0.30% $1,496,405,070.00
DODGE & COX 31 Dec, 2025 4,146,547 197,577 5.00% $1,247,405,734.00
Boston Partners 31 Dec, 2025 4,131,498 581,180 16.37% $1,242,012,124.00
DODGE & COX 31 Dec, 2025 3,948,970 619,715 18.61% $1,410,453,615.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 31 Dec, 2025 3,869,359 149,912 4.03% $1,171,265,025.00
VANGUARD PORTFOLIO MANAGEMENT LLC 31 Dec, 2025 3,851,978 3,851,978 0.00% $1,158,790,542.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 31 Dec, 2025 3,719,447 477,094 14.71% $1,328,474,885.00
Capital World Investors 31 Dec, 2025 3,625,357 996,806 37.92% $1,294,868,760.00
VANGUARD CAPITAL MANAGEMENT LLC 31 Dec, 2025 3,596,968 3,596,968 0.00% $1,082,075,883.00
Boston Partners 31 Dec, 2025 3,550,318 -119,008 -3.24% $1,268,831,724.00
Janus Henderson Group Plc 31 Dec, 2025 3,377,553 280,202 9.05% $1,206,370,531.00
Principal Financial Group Inc 31 Dec, 2025 2,636,544 702,061 36.29% $793,163,161.00
SAMLYN CAPITAL, LLC 31 Dec, 2025 2,323,360 744,101 47.12% $698,936,389.00
Capital World Investors 31 Dec, 2025 2,312,446 -1,312,911 -36.21% $695,653,130.00
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 31 Dec, 2025 2,298,547 -184,068 -7.41% $820,972,101.00
LONE PINE CAPITAL LLC 31 Dec, 2025 2,074,948 -180,766 -8.01% $741,109,177.00
LONE PINE CAPITAL LLC 31 Dec, 2025 2,049,967 -24,981 -1.20% $616,691,573.00