LPL Financial Holdings Inc. (LPLA) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

80,357,000Shares Outstanding

82,261,684Shares held by institutions

$26,801,267,956Value of institutional holdings

102.37%Institutional ownership %

4.36%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.

These investors collectively held 101.9% of LPL Financial Holdings's outstanding shares in December 2025, up from 100.4% in September 2025.
They increased total shares held in LPL Financial Holdings by 4.18% from last quarter, and the number of investors in LPLA increased 12.59% annually.
Among the 805 funds, 408 bought more LPL Financial Holdings shares, 269 sold down, and 128 held their ground.
Altogether, these fund groups held 81.92Mn shares in LPLA by December 2025, up by 3.29Mn shares quarter on quarter, and up 4.29Mn shares year over year.
Ares Financial Consulting, LLC leads ownership in LPLA with 9 shares as of December 31, 2025, equal to 0.0% of outstanding shares.
Per Business Quant, the top 2 investors in LPLA for the quarter ending December 2025 include Ares Financial Consulting, LLC (9), Aspect Partners, LLC (5).

805 Institutional Holders

82,261,684 Total Shares Held

Rows:

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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	-680,144	-36.23%	$427,663,500.00
M&T Bank Corp	31 Dec, 2025	1,145,936	1,141,869	28,076.45%	$108,402,793.00
NORGES BANK	31 Dec, 2025	1,040,445	1,040,445	0.00%	$371,615,741.00

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