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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

749 managers (766 13F filers) reported a position in LPLA shares at 2026-06-30, 82,867,288 shares in all. 89 filers opened a position and 91 filers sold out during the quarter.

Managers
749
13F filers
766
New
89
Added
255
Reduced
301
Sold out
91
Shares held by filers
82,867,288

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCgroup of 8 filers holding8,195,878$2.31B+14,037Timeline
BlackRock, Inc.in group BlackRock, Inc.4,732,991$1.33B0.02%-241,26413F-HRTimelineGroup
Dodge & Cox4,578,679$1.29B0.68%+432,13213F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp4,250,828$1.2B1.07%+119,33013F-HRTimelineGroup
Jupiter Topco LLCin group Janus Henderson4,198,356$1.18B0.48%13F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding2,687,558$757M+48,233Timeline
SAMLYN CAPITAL, LLCin group SAMLYN CAPITAL, LLC2,405,639$678M11.23%+82,27913F-HRTimelineGroup
Capital World Investors2,343,266$660M0.08%+30,82013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,934,239$545M0.02%+70,97313F-HRTimelineGroup
WCM INVESTMENT MANAGEMENT, LLC1,810,058$487M0.88%+75,66313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,695,954$478M0.05%+1,335,14813F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,502,575$422M0.02%-92,17513F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.1,385,759$417M0.14%-186,23913F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…1,458,759$414M0.13%-2,410,60013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,434,522$404M1.26%-245,56813F-HRTimeline
LONE PINE CAPITAL LLC1,219,099$343M2.1%-830,86813F-HRTimeline
UBS Group AGgroup of 2 filers holding1,118,286$315M-127,263Timeline
SurgoCap Partners LP1,063,218$299M9.68%+42,37913F-HRTimeline
NORGES BANK1,054,523$297M0.03%new13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,048,344$295M0.18%+45,36713F-HRTimelineGroup
BARROW HANLEY MEWHINNEY & STRAUSS LLC1,031,243$290M0.88%-62,16313F-HRTimeline
DARLINGTON PARTNERS CAPITAL MANAGEMENT,…993,006$280M12.35%+100,00013F-HRTimeline
FMR LLCin group FMR LLC981,391$276M0.01%-316,29913F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP975,627$275M0.23%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY861,982$243M0.01%-421,68313F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP820,595$231M0.04%+4,22813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/815,663$230M0.01%+12,23513F-HRTimelineGroup
WESTFIELD CAPITAL MANAGEMENT CO LP793,061$223M0.73%-88,44513F-HRTimeline
Assenagon Asset Management S.A.747,086$210M0.27%+730,61313F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC645,369$182M0.05%-20,70013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC642,765$181M0.1%-280,70613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC642,484$181M0.12%+543,86913F-HRTimelineGroup
Markel Group Inc.in group Markel Group Inc.559,951$158M1.2%013F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/539,921$152M0.02%+41,29813F-HRTimeline
Azora Capital LP525,867$148M6.24%+98,52913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP508,634$143M0.02%-16,81213F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.507,345$143M0.22%+456,70213F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co481,371$136M0.02%+40,90713F-HRTimelineGroup
Holocene Advisors, LP462,479$130M0.3%+44,83213F-HRTimeline
TD Asset Management Inc461,374$130M0.11%-92,75913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS448,361$126M0.07%+403,00413F-HRTimelineGroup
Epoch Investment Partners, Inc.447,634$126M0.72%+39,33313F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC443,434$125M0.07%+37,62213F-HRTimeline
Castle Hook Partners LP406,916$115M1.23%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN387,223$109M0.02%-33,46613F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…382,961$108M5.69%-8,72513F-HRTimeline
APG Asset Management N.V.in group APG Asset Management N.V.437,217$108M0.26%-335,47513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO392,561$106M0.01%-398,16913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp350,265$98.7M0.02%-33,57413F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…349,248$98.4M0.49%+1,14713F-HRTimeline
Qube Research & Technologies Ltd344,500$97M0.11%new13F-HRTimeline
First Pacific Advisors, LP321,244$90.5M1.12%+62013F-HRTimeline
Prana Capital Management, LP318,896$89.8M2.74%+71,77313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding293,577$82.7M-46,471Timeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…289,000$81.4M0.11%+225,00013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc283,459$79.8M0.02%-3,61013F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC282,638$79.6M0.04%-205,15113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…252,965$71.3M0.06%+144,77013F-HRTimelineGroup
Coronation Fund Managers Ltd.in group Coronation Fund Managers Ltd.249,962$70.4M2.69%-40,48113F-HRTimelineGroup
Heron Bay Capital Management235,259$66.3M6%-13,95313F-HRTimeline
Caisse de depot et placement du Quebec231,867$65.3M0.09%-132,89313F-HRTimeline
SCS Capital Management LLC213,511$60.1M0.57%+198,35013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC206,159$58.1M0.04%-684,09413F-HRTimelineGroup
Nuveen, LLCin group TIAA205,383$57.9M0.01%+39,56513F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\201,840$56.9M0.02%+34,15913F-HRTimelineGroup
Capricorn Fund Managers Ltd194,812$54.9M4.39%new13F-HRTimeline
GILDER GAGNON HOWE & CO LLC193,037$54.4M0.56%-1,68913F-HRTimeline
Longaeva Partners L.P.186,650$52.6M1.52%new13F-HRTimeline
Freestone Grove Partners LP178,123$50.2M0.33%new13F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …167,647$47.2M0.03%+11913F-HRTimelineGroup
Amundiin group Amundi164,400$46.3M0.01%+38,62413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP162,530$45.8M0.04%-2,02713F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management161,641$45.5M0.08%new13F-HRTimelineGroup
National Pension Service161,309$45.4M0.03%+20,75813F-HRTimeline
GOLDENTREE ASSET MANAGEMENT LPin group GOLDENTREE ASSET MANAGEMENT LP155,495$43.7M2.54%new13F-HRTimelineGroup
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.155,023$43.7M0.11%-41513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC151,660$42.7M0.06%+31,12013F-HRTimeline
LPL Financial LLC146,208$41.2M0.01%+4,09013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC143,696$40.5M0.01%+51,09813F-HRTimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…138,214$38.9M0.18%+2,89013F-HRTimelineGroup
Solel Partners LP137,000$38.6M6.56%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources134,652$37.9M0.01%-267,36213F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO131,278$37M0.16%-14,91513F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding131,003$36.9M+10,643Timeline
Diamond Hill Capital Management, LLC (I…129,413$36.5M0.29%-7,13513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC124,822$35.2M0.01%-139,91113F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…121,799$34.3M0.03%+4,42313F-HR/ATimeline
Perpetual Ltdin group Perpetual Ltd121,468$34.2M0.49%+3,89413F-HRTimelineGroup
HMI Capital Management, L.P.118,600$33.4M4.87%new13F-HRTimeline
BAMCO INC /NY/in group Baron Capital114,224$32.2M0.05%-7,55413F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK111,345$31.4M0.05%+100,50913F-HRTimelineGroup
Schonfeld Strategic Advisors LLC109,073$30.7M0.16%+19,31113F-HRTimeline
Interval Partners, LP108,628$30.6M0.98%+67,53713F-HRTimeline
California Public Employees Retirement …107,383$30.2M0.02%-35,90513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.106,651$30M<0.01%-242,36013F-HRTimelineGroup
DANSKE BANK A/S97,361$27.4M0.05%-2,27913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO97,060$27.3M0.02%-29,71413F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding96,778$27.3M-257,857Timeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT93,500$26.3M1.09%new13F-HRTimeline
RHUMBLINE ADVISERS92,497$26.1M0.02%-8,56813F-HRTimeline
SummitTX Capital, L.P.89,812$25.3M0.67%+71,34613F-HRTimeline
Cander Asset Management LP88,037$24.8M4.61%-7,29313F-HRTimeline
Champlain Investment Partners, LLC86,115$24.3M0.62%-14,93513F-HRTimeline
Ensign Peak Advisors, Inc86,043$24.2M0.04%+13,18113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA84,257$23.7M<0.01%-73,57213F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…77,866$21.9M<0.01%-64,27113F-HRTimelineGroup
Clarkston Capital Partners, LLC76,499$21.5M1.82%-19,90513F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc75,862$21.4M0.03%-22,58213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…75,786$21.3M0.02%+19,15313F-HRTimelineGroup
Ceredex Value Advisors LLC74,269$20.9M0.59%-58,65113F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC71,767$20.2M0.62%-82813F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…70,284$19.8M0.03%-1,66013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC70,358$19.8M0.01%+26,56213F-HRTimelineGroup
AVIVA PLCin group AVIVA PLC69,319$19.5M0.03%+49513F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC69,073$19.5M5.97%-2,45813F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…66,000$18.6M0.03%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC65,397$18.4M0.01%-63,20013F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth64,443$18.2M0.15%-4,37213F-HRTimelineGroup
Mawer Investment Management Ltd.64,243$18.1M0.12%+15,52013F-HRTimeline
ROYAL LONDON ASSET MANAGEMENT LTD63,710$17.9M0.03%-1,25513F-HRTimeline
Hiddenite Capital Partners LP60,000$16.9M4.15%new13F-HRTimeline
Foster Victor Wealth Advisors, LLC52,447$16.9M0.89%-22,28413F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP55,840$15.7M0.36%new13F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC54,967$15.5M0.15%+17,95713F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC54,946$15.5M0.01%-274,32413F-HRTimelineGroup
Jain Global LLC54,840$15.4M0.18%-47,36813F-HRTimeline
Teca Partners, LP54,438$15.3M13.18%+4,36013F-HRTimeline
JENNISON ASSOCIATES LLC53,967$15.2M0.01%-81,25413F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD50,496$14.2M0.03%-5,05713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP50,282$14.2M0.02%-153,96613F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding49,243$13.9M+1,995Timeline
Trexquant Investment LP47,198$13.3M0.08%new13F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP47,094$13.3M0.01%+44,27913F-HRTimeline
WINMILL & CO. INCin group WINMILL & CO. INC46,500$13.1M2.9%013F-HRTimelineGroup
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG46,399$13.1M0.11%-1,15113F-HRTimelineGroup
Quantinno Capital Management LP43,839$12.3M0.01%-2,67713F-HRTimeline
Tredje AP-fonden43,620$12.3M0.06%+12,53013F-HRTimeline
WHITTIER TRUST CO40,238$12.3M0.12%-21313F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …43,562$12.3M0.02%-1,71713F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd43,116$12.1M0.16%+25,93013F-HRTimelineGroup
Woodline Partners LP43,044$12.1M0.04%+39,92213F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND40,441$11.4M0.01%-3,20013F-HRTimeline
LRZ CAPITAL LLC39,710$11.2M5.67%-5,24013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…39,492$11.1M0.01%-33813F-HRTimelineGroup
Aquatic Capital Management LLC37,707$10.6M0.36%new13F-HRTimeline
KR Capital LP37,449$10.5M1.05%+20,79313F-HRTimeline
Gillson Capital LP37,280$10.5M0.62%+15,28013F-HRTimeline
Korea Investment CORP36,812$10.4M0.02%+5,59913F-HRTimeline
Foyston, Gordon & Payne Inc36,282$10.3M2.2%+7,55813F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC35,802$10.1M0.38%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…35,397$9.97M0.02%-1,45613F-HRTimeline
Man Group plcin group Man Group plc35,153$9.9M0.02%+23,33213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC34,500$9.65M<0.01%+1,57513F-HRTimelineGroup
Treasurer of the State of North Carolina34,094$9.6M0.02%-2013F-HRTimeline
KLP KAPITALFORVALTNING AS33,780$9.52M0.03%+2,48013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,523$9.44M0.03%-46113F-HRTimelineGroup
Nykredit A/Sin group Nykredit A/S33,242$9.36M0.03%13F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC31,613$8.9M0.08%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP30,811$8.68M0.01%-1,75113F-HR/ATimelineGroup
Asset Management One Co., Ltd.30,179$8.5M0.02%+60313F-HRTimeline
FJ Capital Management LLC29,967$8.44M1.1%new13F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…29,300$8.25M0.26%+18,17113F-HRTimelineGroup
LBP AM SA29,215$8.23M0.08%-8,39013F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC28,941$8.15M0.14%+8,76513F-HRTimeline
ArrowMark Colorado Holdings LLC28,835$8.12M0.34%013F-HRTimeline
KWB Wealth28,751$8.1M0.69%+12713F-HRTimeline
ICICI Prudential Asset Management Co Ltd28,441$8.01M0.88%+11,96313F-HRTimeline
ICON ADVISERS INC/CO28,348$7.99M1.5%-40013F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.28,177$7.94M0.91%+26,32913F-HRTimeline
Private Advisor Group, LLC28,000$7.89M0.04%-19213F-HRTimeline
IRIDIAN ASSET MANAGEMENT LLC/CT27,247$7.67M2.64%+7,72913F-HRTimeline
Swedbank ABin group Swedbank AB26,561$7.48M0.01%-31,78713F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…26,493$7.46M0.03%-80513F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd26,484$7.46M0.15%new13F-HRTimeline
GW&K Investment Management, LLC26,319$7.41M0.06%-74513F-HRTimeline
Taikang Asset Management (Hong Kong) Co…26,265$7.4M0.67%+22413F-HRTimeline
Handelsbanken Fonder AB25,861$7.29M0.02%+3,28013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP25,722$7.25M<0.01%-67,82913F-HRTimelineGroup
Heights Point Management, LP24,897$7.01M5.58%new13F-HRTimeline
EFG International AGin group EFG International AG24,793$6.98M0.13%+4,05913F-HRTimelineGroup
Saraza Management, LP24,500$6.9M2.89%-10,10013F-HRTimeline
Lansforsakringar Fondforvaltning AB (pu…24,210$6.82M0.03%-15813F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…23,767$6.69M0.02%-45513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,565$6.64M0.01%-9,60913F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co23,358$6.57M0.01%-39713F-HRTimelineGroup
Mn Services Vermogensbeheer B.V.23,042$6.49M0.05%-7,70013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM22,991$6.48M0.03%+1,24313F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…22,931$6.46M0.03%+8,81813F-HRTimelineGroup
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…23,043$6.44M0.03%-1,28313F-HRTimelineGroup
Karl Kapital LLC22,675$6.39M3.8%+4,68113F-HRTimeline
BW Gestao de Investimentos Ltda.22,341$6.29M0.15%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC20,373$6.27M0.12%-49513F-HRTimeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…21,920$6.17M0.03%-52013F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd21,878$6.16M0.2%+20,84213F-HRTimelineGroup
STOREBRAND ASSET MANAGEMENT AS21,681$6.11M0.02%-27213F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding21,652$6.1M-5,727Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,345$6.01M<0.01%+1,42213F-HRTimelineGroup
IFM Investors Pty Ltd20,812$5.86M0.04%+1,56113F-HRTimeline
Winthrop Advisory Group LLC19,758$5.57M0.37%+9313F-HRTimeline
Empowered Funds, LLC19,405$5.47M0.03%-4,93413F-HRTimeline