LPL Financial Holdings LPLA Institutional Ownership

LPL Financial Holdings Inc. (NASDAQ:LPLA) counted 767 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

• Total shares held in LPL Financial Holdings rose 1.15% versus Q1 2026, while the number of holders fell 4.48% versus Q2 2025.
• Across the 767 holders of LPLA, 350 added shares, 301 reduced their stakes and 116 left their positions unchanged.
• Altogether, institutional holders owned 83.15Mn LPLA shares at the end of Q2 2026, up 946.53K from the prior quarter and up 5.05Mn from a year earlier.
• BlackRock, Inc. held the largest position in LPLA at 4.73Mn shares as of June 30, 2026.
• The biggest increases in LPLA positions during Q2 2026 came from Goldman Sachs Group Inc (+1.34Mn shares), Assenagon Asset Management S.A. (+730.61K shares), Jane Street Group, LLC (+543.87K shares), Point72 Asset Management, L.P. (+456.7K shares) and Dodge & Cox (+432.13K shares).
• Among holders that kept a stake in LPL Financial Holdings, the biggest sellers in Q2 2026 were Massachusetts Financial Services Co (-2.41Mn shares), Lone Pine Capital LLC (-830.87K shares), Millennium Management LLC (-684.09K shares), Morgan Stanley (-421.68K shares) and JPMorgan Chase & Co (-398.17K shares).
• Per Business Quant data, the 10 largest holders of LPL Financial Holdings at the end of Q2 2026 were BlackRock, Inc. (4.73Mn shares), Dodge & Cox (4.58Mn shares), Boston Partners (4.25Mn shares), Jupiter Topco LLC (4.2Mn shares), Vanguard Portfolio Management LLC (3.83Mn shares), Vanguard Capital Management LLC (3.61Mn shares), Principal Financial Group Inc (2.68Mn shares), Samlyn Capital, LLC (2.41Mn shares), Capital World Investors (2.34Mn shares) and State Street Corp (1.93Mn shares).