LPL Financial Holdings LPLA Institutional Ownership

NASDAQ LPLA

$364.09 +2.74 (+0.76%)

As of: Aug 24, 2026 · 3:59 PM EDT

Institutions by Trading Activity

755 Institutions

Increased 377 49.9%

Unchanged 122 16.2%

Reduced 256 33.9%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

107.18%

▲+2.61 pp QoQ

Shares Held by Institutions

85.86Mn

of 80.11Mn outstanding

▲+22.93% QoQ

Shares Outstanding

80.11Mn

-5.75Mn held outside 13F filers

Institutional Investors

755

filed 13F for Mar 2026

▼-56 vs prior quarter

Net Shares Added (QoQ)

+16.02Mn

accumulated since last quarter

Value of Holdings

$31.66Bn

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 31 Mar, 2026

LPL Financial Holdings Inc. (NASDAQ:LPLA) appears in 755 institutional 13F filings for the quarter ending March 2026.

These investors held 107.2% of outstanding shares in March 2026, up from 104.6% in December 2025.
Their total shares held in LPLA increased 22.93% quarter over quarter, and separately, investors owning LPL Financial Holdings decreased 4.31% from a year ago.
During the quarter, 377 of these 755 funds increased positions in LPLA, 256 reduced exposure, and 122 held steady.
The aggregate institutional position in LPL Financial Holdings amounted to 85.86Mn shares as of March 2026, up by 16.02Mn shares quarter on quarter, and up 5.84Mn shares year over year.
As of March 31, 2026, the biggest holder of LPL Financial Holdings is Janus Henderson Group Plc at 7.33Mn shares, representing 9.15% of shares outstanding.
Leading buyers of LPL Financial Holdings shares for the quarter ending March 2026 were Janus Henderson Group Plc (3.96Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.85Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.6Mn), SAMLYN CAPITAL, LLC (744.1K), Principal Financial Group Inc (702.06K).
The biggest sellers of LPL Financial Holdings for the quarter ending March 2026 included Capital World Investors (1.31Mn), M&T Bank Corp (1.14Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (618.46K), Morgan Stanley (479.6K), Jpmorgan Chase & Co (406.64K).
Per Business Quant, the top 10 investors in LPLA for the quarter ending March 2026 include Janus Henderson Group Plc (7.33Mn), BlackRock, Inc. (4.97Mn), DODGE & COX (4.15Mn), Boston Partners (4.13Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (3.87Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.85Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.6Mn), Principal Financial Group Inc (2.64Mn), SAMLYN CAPITAL, LLC (2.32Mn), Capital World Investors (2.31Mn).

Form 13F Holdings

755 Institutional Holders

Report period 31 Mar, 2026

Total shares held 85.86Mn

Of outstanding 107.18%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Janus Henderson Group Plc	0001274173	7,333,560	9.15%	▲3,956,007	+117.13%	$2.21Bn
2	BlackRock, Inc.	0002012383	4,974,255	6.21%	▼14,769	-0.30%	$1.50Bn
3	DODGE & COX	0000200217	4,146,547	5.18%	▲197,577	+5.00%	$1.25Bn
4	Boston Partners	0001386060	4,131,498	5.16%	▲581,180	+16.37%	$1.24Bn
5	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	3,869,359	4.83%	▲149,912	+4.03%	$1.17Bn
6	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,851,978	4.81%	▲3,851,978	0.00%	$1.16Bn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,596,968	4.49%	▲3,596,968	0.00%	$1.08Bn
8	Principal Financial Group Inc	0001126328	2,636,544	3.29%	▲702,061	+36.29%	$793.16Mn
9	SAMLYN CAPITAL, LLC	0001421097	2,323,360	2.90%	▲744,101	+47.12%	$698.94Mn
10	Capital World Investors	0001422849	2,312,446	2.89%	▼1,312,911	-36.21%	$695.65Mn
11	LONE PINE CAPITAL LLC	0001061165	2,049,967	2.56%	▼24,981	-1.20%	$616.69Mn
12	State Street Corp	0000093751	1,863,266	2.33%	▲20,131	+1.09%	$560.53Mn
13	WCM INVESTMENT MANAGEMENT, LLC	0001061186	1,734,395	2.16%	▲12,922	+0.75%	$520.63Mn
14	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0001021223	1,680,090	2.10%	▼618,457	-26.91%	$505.42Mn
15	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,594,750	1.99%	▲39,936	+2.57%	$478.51Mn
16	ALLIANCEBERNSTEIN L.P.	0001109448	1,571,998	1.96%	▲372,654	+31.07%	$561.47Mn
17	FMR LLC	0000315066	1,297,690	1.62%	▲632,711	+95.15%	$390.38Mn
18	Morgan Stanley	0000895421	1,283,665	1.60%	▼479,598	-27.20%	$386.17Mn
19	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0000313028	1,093,406	1.36%	▼167,879	-13.31%	$328.93Mn
20	SurgoCap Partners LP	0001960830	1,020,839	1.27%	▲25,839	+2.60%	$307.10Mn

Showing 1 to 20 of 755 holders