LPL Financial Holdings Inc. (NASDAQ:LPLA) has 805 institutional investors with active 13F positions as of December 2025.
| Owner Name | Date | Shares Held | Change (QoQ) | Change (%) | Value (USD) |
|---|---|---|---|---|---|
| Janus Henderson Group Plc | 31 Mar, 2026 | 7,333,560 | 3,956,007 | 117.13% | $2,206,157,988.00 |
| BlackRock, Inc. | 31 Mar, 2026 | 4,974,255 | -14,769 | -0.30% | $1,496,405,070.00 |
| DODGE & COX | 31 Mar, 2026 | 4,146,547 | 197,577 | 5.00% | $1,247,405,734.00 |
| Boston Partners | 31 Mar, 2026 | 4,131,498 | 581,180 | 16.37% | $1,242,012,124.00 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 31 Mar, 2026 | 3,869,359 | 149,912 | 4.03% | $1,171,265,025.00 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 31 Mar, 2026 | 3,851,978 | 3,851,978 | 0.00% | $1,158,790,542.00 |
| VANGUARD CAPITAL MANAGEMENT LLC | 31 Mar, 2026 | 3,596,968 | 3,596,968 | 0.00% | $1,082,075,883.00 |
| Principal Financial Group Inc | 31 Mar, 2026 | 2,636,544 | 702,061 | 36.29% | $793,163,161.00 |
| SAMLYN CAPITAL, LLC | 31 Mar, 2026 | 2,323,360 | 744,101 | 47.12% | $698,936,389.00 |
| Capital World Investors | 31 Mar, 2026 | 2,312,446 | -1,312,911 | -36.21% | $695,653,130.00 |
| LONE PINE CAPITAL LLC | 31 Mar, 2026 | 2,049,967 | -24,981 | -1.20% | $616,691,573.00 |
| State Street Corp | 31 Mar, 2026 | 1,863,266 | 20,131 | 1.09% | $560,526,311.00 |
| WCM INVESTMENT MANAGEMENT, LLC | 31 Mar, 2026 | 1,734,395 | 12,922 | 0.75% | $520,630,729.00 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 31 Mar, 2026 | 1,680,090 | -618,457 | -26.91% | $505,421,594.00 |
| GEODE CAPITAL MANAGEMENT, LLC | 31 Mar, 2026 | 1,594,750 | 39,936 | 2.57% | $478,507,372.00 |
| ALLIANCEBERNSTEIN L.P. | 31 Mar, 2026 | 1,571,998 | 372,654 | 31.07% | $561,470,526.00 |
| FMR LLC | 31 Mar, 2026 | 1,297,690 | 632,711 | 95.15% | $390,384,059.00 |
| Morgan Stanley | 31 Mar, 2026 | 1,283,665 | -479,598 | -27.20% | $386,166,170.00 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 31 Mar, 2026 | 1,093,406 | -167,879 | -13.31% | $328,929,327.00 |
| SurgoCap Partners LP | 31 Mar, 2026 | 1,020,839 | 25,839 | 2.60% | $307,098,996.00 |