LPL Financial Holdings LPLA Institutional Ownership

NASDAQ LPLA

$353.78 +6.52 (+1.88%)

At close: Sep 11, 2026 · 4:00 PM EDT

Institutions by Trading Activity

766 Institutions

Increased 346 45.2%

Unchanged 116 15.1%

Reduced 304 39.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

104.20%

▼-3.04 pp QoQ

Shares Held by Institutions

83.14Mn

of 79.79Mn outstanding

▲+7.30% QoQ

Shares Outstanding

79.79Mn

-3.35Mn held outside 13F filers

Institutional Investors

766

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

+5.65Mn

accumulated since last quarter

Value of Holdings

$29.41Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

LPL Financial Holdings Inc. (NASDAQ:LPLA) showed up in the 13F filings of 766 institutional investors as of June 2026.

They owned 104.2% of outstanding stock in June 2026, down from 107.2% the prior quarter.
Their total shares held in LPLA increased 7.3% from the prior quarter, while the number of investors in LPL Financial Holdings decreased 4.61% year over year.
During the quarter, 346 of these 766 funds increased positions in LPLA, 304 reduced exposure, and 116 held steady.
Institutional investors collectively held 83.14Mn shares in LPL Financial Holdings as of June 2026, up by 5.65Mn shares quarter on quarter, and up 516.89K shares year over year.
As of June 30, 2026, the biggest holder of LPL Financial Holdings is BlackRock, Inc. at 4.73Mn shares, representing 5.93% of shares outstanding.
The largest buyers of LPL Financial Holdings for the quarter ending June 2026 were Jupiter Topco LLC (4.2Mn), Goldman Sachs Group Inc (1.34Mn), NORGES BANK (1.05Mn), MARSHALL WACE, LLP (975.63K), Assenagon Asset Management S.A. (730.61K).
The biggest sellers of LPL Financial Holdings for the quarter ending June 2026 included MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (2.41Mn), LONE PINE CAPITAL LLC (830.87K), MILLENNIUM MANAGEMENT LLC (684.09K), Morgan Stanley (421.68K), Jpmorgan Chase & Co (398.17K).
Per Business Quant, the top 10 investors in LPLA for the quarter ending June 2026 include BlackRock, Inc. (4.73Mn), DODGE & COX (4.58Mn), Boston Partners (4.25Mn), Jupiter Topco LLC (4.2Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.83Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.61Mn), Principal Financial Group Inc (2.68Mn), SAMLYN CAPITAL, LLC (2.41Mn), Capital World Investors (2.34Mn), State Street Corp (1.93Mn).

Form 13F Holdings

766 Institutional Holders

Report period 30 Jun, 2026

Total shares held 83.14Mn

Of outstanding 104.20%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	4,732,991	5.93%	▼241,264	-4.85%	$1.33Bn
2	DODGE & COX	0000200217	4,578,679	5.74%	▲432,132	+10.42%	$1.29Bn
3	Boston Partners	0001386060	4,250,828	5.33%	▲119,330	+2.89%	$1.20Bn
4	Jupiter Topco LLC	0002146052	4,198,356	5.26%	▲4,198,356	0.00%	$1.18Bn
5	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,832,005	4.80%	▼19,973	-0.52%	$1.08Bn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,613,624	4.53%	▲16,656	+0.46%	$1.02Bn
7	Principal Financial Group Inc	0001126328	2,684,964	3.36%	▲48,420	+1.84%	$756.31Mn
8	SAMLYN CAPITAL, LLC	0001421097	2,405,639	3.01%	▲82,279	+3.54%	$677.62Mn
9	Capital World Investors	0001422849	2,343,266	2.94%	▲30,820	+1.33%	$660.05Mn
10	State Street Corp	0000093751	1,934,239	2.42%	▲70,973	+3.81%	$544.84Mn
11	WCM INVESTMENT MANAGEMENT, LLC	0001061186	1,810,058	2.27%	▲75,663	+4.36%	$487.34Mn
12	Goldman Sachs Group Inc	0000886982	1,695,954	2.13%	▲1,335,148	+370.05%	$477.72Mn
13	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,502,575	1.88%	▼92,175	-5.78%	$422.04Mn
14	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	1,458,759	1.83%	▼2,410,600	-62.30%	$413.83Mn
15	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0001021223	1,434,522	1.80%	▼245,568	-14.62%	$404.08Mn
16	ALLIANCEBERNSTEIN L.P.	0001109448	1,385,759	1.74%	▼186,239	-11.85%	$416.88Mn
17	LONE PINE CAPITAL LLC	0001061165	1,219,099	1.53%	▼830,868	-40.53%	$343.40Mn
18	SurgoCap Partners LP	0001960830	1,063,218	1.33%	▲42,379	+4.15%	$299.49Mn
19	NORGES BANK	0001374170	1,054,523	1.32%	▲1,054,523	0.00%	$297.04Mn
20	VAN ECK ASSOCIATES CORP	0000869178	1,048,344	1.31%	▲45,367	+4.52%	$295.30Mn

Showing 1 to 20 of 766 holders