Who Owns LPL FINL HLDGS INC (LPLA)? -- Institutional Holders (2026-06-30)
852 institutions reported holding $23.56B of LPL FINL HLDGS INC (LPLA) in SEC 13F filings for 2026-06-30. Largest institutional holders: VANGUARD GROUP INC ($2.31B), BlackRock, Inc. ($1.33B), Dodge & Cox ($1.29B), Boston Partners ($1.20B), Jupiter Topco LLC ($1.18B). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | VANGUARD GROUP INC | $2.31B | 8.2M | Added |
| 2 | BlackRock, Inc. | $1.33B | 4.7M | Trimmed |
| 3 | Dodge & Cox | $1.29B | 4.6M | Added |
| 4 | Boston Partners | $1.20B | 4.3M | Added |
| 5 | Jupiter Topco LLC | $1.18B | 4.2M | New |
| 6 | PRINCIPAL FINANCIAL GROUP INC | $756.3M | 2.7M | Added |
| 7 | SAMLYN CAPITAL, LLC | $677.6M | 2.4M | Added |
| 8 | Capital World Investors | $660.1M | 2.3M | Added |
| 9 | STATE STREET CORP | $544.8M | 1.9M | Added |
| 10 | WCM INVESTMENT MANAGEMENT, LLC | $487.3M | 1.8M | Added |
| 11 | GOLDMAN SACHS GROUP INC | $477.7M | 1.7M | Added |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $422.0M | 1.5M | Trimmed |
| 13 | ALLIANCEBERNSTEIN L.P. | $416.9M | 1.4M | Trimmed |
| 14 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $413.8M | 1.5M | Trimmed |
| 15 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $404.1M | 1.4M | Trimmed |
| 16 | LONE PINE CAPITAL LLC | $343.4M | 1.2M | Trimmed |
| 17 | SurgoCap Partners LP | $299.5M | 1.1M | Added |
| 18 | NORGES BANK | $297.0M | 1.1M | Added |
| 19 | VAN ECK ASSOCIATES CORP | $295.3M | 1.0M | Added |
| 20 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $290.5M | 1.0M | Trimmed |
| 21 | DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | $279.7M | 993,006 | Added |
| 22 | FMR LLC | $276.4M | 981,391 | Trimmed |
| 23 | MARSHALL WACE, LLP | $274.8M | 975,627 | New |
| 24 | MORGAN STANLEY | $242.8M | 861,982 | Trimmed |
| 25 | DIMENSIONAL FUND ADVISORS LP | $231.1M | 820,595 | Added |
Source: SEC Form 13F filings · as of 2026-06-30