LPL Financial Holdings Inc. (LPLA) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

79,775,676Shares Outstanding

487,646Shares held by institutions

$157,114,665Value of institutional holdings

99.21%Institutional ownership %

5.32%Shares Changed QoQ

777No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 777 institutional investors hold a position in LPL Financial Holdings Inc. (NASDAQ:LPLA).

LPL Financial Holdings saw its institutional ownership percentage rose to 99.2% in December 2025 from 98.6% in September 2025.
In percentage terms, this reflects as a holdings change of 5.32% quarter on quarter, and an increase of 8.37% year over year.
A review of institutional activity for LPL Financial Holdings shows 388 of 777 filers increasing their positions, while 263 reduced their stake, and 126 remained unchanged.
This class of investors increased its holdings in LPL Financial Holdings to 79.15Mn shares for the 13F-cycle ending December 2025, up by 4.00Mn shares quarter on quarter, and up 9.16Mn shares year over year.
VANGUARD GROUP INC continues to be the largest institutional holder of LPL Financial Holdings as of December 31, 2025, with a position of 8.15Mn shares, representing 10.21% of the company's outstanding stock.
Among the most significant buyers of LPL Financial Holdings during December 2025 were BARROW HANLEY MEWHINNEY & STRAUSS LLC (1.26Mn), NORGES BANK (1.04Mn), Capital World Investors (996.81K), ALLIANCEBERNSTEIN L.P. (635.13K), DODGE & COX (619.72K).
Leading sellers of LPL Financial Holdings stock in December 2025 included JENNISON ASSOCIATES LLC (993.28K), MILLENNIUM MANAGEMENT LLC (770.76K), FMR LLC (456.94K), MACQUARIE GROUP LTD (331.22K), Junto Capital Management LP (217.38K).
The top 10 institutional holders of LPL Financial Holdings for the quarter ending December 2025 included VANGUARD GROUP INC (8.15Mn), BlackRock, Inc. (4.99Mn), DODGE & COX (3.95Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (3.72Mn), Capital World Investors (3.63Mn), Boston Partners (3.55Mn), JANUS HENDERSON GROUP PLC (3.38Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (2.30Mn), LONE PINE CAPITAL LLC (2.07Mn), PRINCIPAL FINANCIAL GROUP INC (1.93Mn).

777 Institutional Holders

487,646 Total Shares Held

Rows:

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
BlackRock, Inc.	31 Dec, 2025	4,989,024	12,507	0.25%	$1,781,929,858.00
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	3,719,447	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
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
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
PRINCIPAL FINANCIAL GROUP INC	31 Dec, 2025	1,934,483	-35,538	-1.80%	$690,954,069.00
STATE STREET CORP	31 Dec, 2025	1,843,135	14,680	0.80%	$658,312,528.00
MORGAN STANLEY	31 Dec, 2025	1,763,263	283,612	19.17%	$629,785,563.00
WCM INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	1,721,473	-21,518	-1.23%	$619,299,955.00
SAMLYN CAPITAL, LLC	31 Dec, 2025	1,579,259	232,765	17.29%	$564,063,937.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,554,814	11,556	0.75%	$553,857,294.00
BARROW HANLEY MEWHINNEY & STRAUSS LLC	31 Dec, 2025	1,261,285	1,261,285	0.00%	$450,493,163.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	1,199,344	635,129	112.57%	$428,369,696.00
JPMORGAN CHASE & CO	31 Dec, 2025	1,197,366	258,611	27.55%	$427,663,500.00
NORGES BANK	31 Dec, 2025	1,040,445	1,040,445	0.00%	$371,615,741.00
SurgoCap Partners LP	31 Dec, 2025	995,000	722	0.07%	$355,384,150.00

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