Institutional Ownership Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA). We have compiled data on the 874 institutions that hold shares in the stock, with a total of 79.1 Million shares, which have been reported (via 13F filing form) to have a value of $29.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
7,986,766
shares
|
$2.98 Billion
0.05% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,302,759
shares
|
$1.98 Billion
0.03% of portfolio
|
Q2 2024
Reduced 12.74%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
3,674,564
shares
|
$1.37 Billion
1.65% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
3,077,677
shares
|
$1.15 Billion
0.59% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Dodge & Cox
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
2,701,709
shares
|
$1.01 Billion
0.61% of portfolio
|
Q2 2025
Added 77.34%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,557,458
shares
|
$955 Million
2.41% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
2,442,182
shares
|
$912 Million
0.31% of portfolio
|
Q2 2025
Added 61.09%
|
|
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
Aug 14, 2025 Q2 2025 |
1,872,248
shares
|
$699 Million
5.46% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Jul 28, 2025 Q2 2025 |
1,730,777
shares
|
$646 Million
1.63% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,727,166
shares
|
$645 Million
0.02% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,724,962
shares
|
$644 Million
0.05% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
1,596,944
shares
|
$596 Million
0.34% of portfolio
|
Q2 2025
Added 53.75%
|
|
|
Jennison Associates LLC
|
Aug 01, 2025 Q2 2025 |
1,402,750
shares
|
$524 Million
0.31% of portfolio
|
Q2 2025
Added 46.22%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,373,997
shares
|
$513 Million
0.03% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,304,780
shares
|
$487 Million
0.03% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Samlyn Capital, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,215,280
shares
|
$454 Million
6.97% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
Winslow Capital Management, LLC
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
1,183,069
shares
|
$442 Million
1.53% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
1,072,919
shares
|
$401 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
962,076
shares
|
$359 Million
0.03% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Surgo Cap Partners LP
New York, NY |
Aug 13, 2025 Q2 2025 |
881,405
shares
|
$329 Million
12.48% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
870,620
shares
|
$325 Million
0.12% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
863,989
shares
|
$323 Million
0.08% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
John Armitage
Egerton Capital (Uk) LLP
|
Aug 12, 2025 Q2 2025 |
832,516
shares
|
$311 Million
3.87% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
May 09, 2025 Q1 2025 |
830,099
shares
|
$310 Million
1.4% of portfolio
|
Q1 2025
Added 17.59%
|
|
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
785,737
shares
|
$293 Million
14.19% of portfolio
|
Q2 2025
Reduced 19.06%
|