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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

788 managers (803 13F filers) reported a position in LPLA shares at 2025-06-30, 79,472,713 shares in all. 115 filers opened a position and 105 filers sold out during the quarter.

Managers
788
13F filers
803
New
115
Added
333
Reduced
260
Sold out
105
Shares held by filers
79,472,713

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 2 filers holding7,995,929$3B+615,469Timeline
BlackRock, Inc.in group BlackRock, Inc.4,832,797$1.81B0.03%+82,71813F-HRTimelineGroup
Boston Trust Walden Corpgroup of 2 filers holding3,680,164$1.38B+165,881Timeline
JANUS HENDERSON GROUP PLCin group Janus Henderson3,077,677$1.15B0.57%+11,32313F-HRTimelineGroup
Dodge & Cox2,701,709$1.01B0.57%+1,178,24913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,557,458$959M2.29%-124,15913F-HRTimeline
FMR LLCin group FMR LLC2,454,474$920M0.05%-710,98413F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…2,442,182$916M0.29%+926,12213F-HRTimelineGroup
LONE PINE CAPITAL LLC1,872,248$702M5.08%+108,23313F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,727,166$648M0.02%+47,58113F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,724,962$645M0.05%+164,48413F-HRTimelineGroup
WCM INVESTMENT MANAGEMENT, LLC1,730,777$632M1.44%+95,42313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,599,009$600M+559,275Timeline
JENNISON ASSOCIATES LLC1,402,750$526M0.31%+443,37913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,373,997$515M0.03%+168,27113F-HRTimelineGroup
SAMLYN CAPITAL, LLCin group SAMLYN CAPITAL, LLC1,215,280$456M6.61%-185,97513F-HRTimelineGroup
Winslow Capital Management, LLC1,183,069$444M1.48%-274,63213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,160,321$435M0.03%-144,45913F-HRTimelineGroup
NORGES BANK1,072,919$402M0.05%+144,59913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/962,076$361M0.03%+38,38613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding960,305$360M+142,389Timeline
SurgoCap Partners LP881,405$331M12.67%-25,03713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC870,620$326M0.11%+10,60613F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP863,989$324M0.07%+21,05013F-HRTimelineGroup
Egerton Capital (UK) LLPin group Egerton Capital (UK) LLP832,516$312M3.2%-38,74913F-HRTimelineGroup
DARLINGTON PARTNERS CAPITAL MANAGEMENT,…785,737$295M9.38%-185,00013F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP782,232$293M1.23%-47,86713F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD765,024$287M1.3%+327,58013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.701,419$263M0.09%-57,78713F-HRTimeline
TD Asset Management Inc653,239$245M0.21%-28,64613F-HRTimeline
Third Point LLC625,000$234M3.08%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN602,020$226M0.05%+6,17513F-HRTimelineGroup
Clarkston Capital Partners, LLC598,782$225M4.77%-75,44513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC597,071$224M0.12%+8,27113F-HRTimelineGroup
Epoch Investment Partners, Inc.579,620$217M1.12%-5,94613F-HRTimeline
EMINENCE CAPITAL, LP551,592$207M3.05%+28,47913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.551,579$207M0.04%+450,32613F-HRTimelineGroup
Markel Group Inc.in group Markel Group Inc.544,604$204M1.73%+5,50013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP522,695$196M0.03%+5,33313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp485,462$182M0.03%+32,72913F-HRTimelineGroup
Azora Capital LP472,352$177M8.01%+29,91813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…445,125$167M8.64%-24,83313F-HRTimeline
First Pacific Advisors, LP443,503$166M2.38%-14,43813F-HRTimeline
APG Asset Management N.V.in group APG Asset Management N.V.507,593$162M0.48%+250,33313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding420,782$158M+28,085Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO419,290$157M0.18%+40,22913F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co388,129$146M0.03%+34,12813F-HRTimelineGroup
Palestra Capital Management LLC379,934$142M4.22%-19,27613F-HRTimeline
Artisan Partners Limited Partnership367,426$138M0.21%-22,30413F-HRTimeline
Southpoint Capital Advisors LPin group Southpoint Capital Advisors LP365,000$137M3.45%-35,00013F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD342,742$129M0.16%+45,61213F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…329,616$124M0.02%-328,97713F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc328,562$123M0.03%-15,51713F-HRTimelineGroup
Caisse de depot et placement du Quebec314,685$118M0.25%-14,49313F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/294,509$110M0.01%+14,65913F-HRTimeline
GILDER GAGNON HOWE & CO LLC270,527$101M1.08%-2,41113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC269,598$101M0.02%-69,40313F-HRTimelineGroup
Holocene Advisors, LP268,448$101M0.25%-66,52313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC233,459$87.5M0.01%+24,33313F-HRTimelineGroup
Junto Capital Management LP232,846$87.3M1.85%-164,52013F-HRTimeline
BAMCO INC /NY/in group Baron Capital222,479$83.4M0.23%+57,22813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA209,682$78.6M0.02%+33,82713F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP208,262$78.1M0.11%+2,77713F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …198,459$74.4M0.07%-37,53513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP198,139$74.3M0.07%+10,88113F-HRTimelineGroup
Man Group plcin group Man Group plc198,087$74.3M0.16%+87,77413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS196,213$73.6M0.16%+9,47113F-HRTimeline
Bridgewater Associates, LP192,655$72.2M0.29%-30,21813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …191,727$71.5M0.12%+44,24913F-HRTimelineGroup
Nuveen, LLCin group TIAA188,100$70.5M0.02%+2,06113F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO184,742$69.3M0.45%+9,25513F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …182,689$68.5M0.04%+9,96013F-HRTimelineGroup
Ghisallo Capital Management LLC173,500$65.1M1.74%new13F-HRTimeline
Franklin Resourcesgroup of 2 filers holding163,317$61.2M-40,546Timeline
Employees Retirement System of Texas163,000$61.1M0.5%-34,60013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\161,900$60.7M0.02%+3,12413F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP156,647$58.7M0.05%-8,96013F-HRTimelineGroup
Coronation Fund Managers Ltd.in group Coronation Fund Managers Ltd.151,023$56.6M3.07%+27,69013F-HRTimelineGroup
COMERICA BANK149,175$55.9M0.22%-10,30013F-HRTimeline
California Public Employees Retirement …145,628$54.6M0.03%+8,32313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC144,580$54.2M0.04%+102,30413F-HR/ATimelineGroup
TWINBEECH CAPITAL LP133,319$50M1.13%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding126,876$47.6M+674Timeline
LPL Financial LLC126,435$47.4M0.02%+8,20613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.124,354$46.6M0.05%-53,82913F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…117,846$44.2M0.05%+4,25413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding116,249$43.6M-1,057Timeline
National Pension Service114,801$43M0.04%+48013F-HRTimeline
Amundiin group Amundi114,003$42.9M0.01%+14,97513F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC111,902$42M16.79%-4313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC109,800$41.2M0.05%+74,30013F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding108,304$40.6M+6,282Timeline
RHUMBLINE ADVISERS105,798$39.7M0.03%+4,56413F-HRTimeline
DANSKE BANK A/S102,569$38.5M0.1%-28,07313F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc102,164$37.8M0.06%-35,85513F-HRTimelineGroup
Ensign Peak Advisors, Inc100,582$37.7M0.06%+52,59813F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP100,512$37.7M0.75%+72,61613F-HRTimeline
MAVERICK CAPITAL LTD99,507$37.3M0.57%-221,27313F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI99,455$37.3M0.29%new13F-HRTimelineGroup
Artemis Investment Management LLP99,125$37.2M0.48%-15,65513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…98,138$36.8M0.03%+10,44513F-HRTimelineGroup
Railway Pension Investments Ltd96,500$36.2M0.51%+20,00013F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…92,076$34.5M0.23%-160,50313F-HR/ATimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC87,475$32.8M0.03%-38,80113F-HRTimelineGroup
Solel Partners LP87,000$32.6M5.68%013F-HRTimeline
Heron Bay Capital Management82,515$30.9M6.09%-1,72413F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT82,157$30.8M0.43%+13,84813F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding80,461$30.2M+19,586Timeline
Shellback Capital, LP76,501$28.7M1.91%new13F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…75,765$28.4M0.05%+2,67313F-HRTimeline
Ceredex Value Advisors LLC71,550$26.8M0.58%-22,32513F-HRTimeline
Burkehill Global Management, LP70,000$26.2M1.94%-15,00013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…69,247$26M0.15%+3,32213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC64,783$24.3M0.01%+21,21113F-HR/ATimelineGroup
TRILLIUM ASSET MANAGEMENT, LLC64,347$24.1M0.65%-2,27413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…61,990$23.2M0.03%-12,68013F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND58,908$22.1M0.03%+1,64513F-HR/ATimeline
STATE OF WISCONSIN INVESTMENT BOARD58,489$21.9M0.05%+16,50713F-HRTimeline
Korea Investment CORP56,731$21.3M0.05%-3,37213F-HRTimeline
Foster Victor Wealth Advisors, LLC55,647$21.2M1.44%+98913F-HRTimeline
AVIVA PLCin group AVIVA PLC56,003$21M0.04%+3,70813F-HRTimelineGroup
COOKSON PEIRCE & CO INC54,964$20.6M0.91%+51,32113F-HRTimeline
LYNWOOD PRICE CAPITAL MANAGEMENT LP54,000$20.2M10.07%+1,50013F-HRTimeline
Freestone Grove Partners LP53,517$20.1M0.15%new13F-HRTimeline
GW&K Investment Management, LLC53,431$20M0.18%-34513F-HRTimeline
Mawer Investment Management Ltd.52,984$19.9M0.1%-1,94213F-HRTimeline
ROYAL LONDON ASSET MANAGEMENT LTD52,934$19.8M0.05%+29113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC51,484$19.3M0.01%+4,83113F-HRTimelineGroup
SG Americas Securities, LLC50,083$18.8M0.08%+43,09613F-HRTimeline
SEVEN GRAND MANAGERS, LLC50,000$18.7M2.25%013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…49,182$18.4M0.02%+2,64613F-HRTimelineGroup
WINMILL & CO. INCin group WINMILL & CO. INC48,860$18.3M5.09%013F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co47,053$17.7M0.03%-69213F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE45,985$17.2M0.02%-34,06013F-HRTimelineGroup
STRS OHIO44,339$16.6M0.06%+40,18213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC44,468$16.6M0.01%-15,66913F-HRTimelineGroup
Janney Montgomery Scott LLC43,418$16.3M0.04%+10,00113F-HRTimeline
Qube Research & Technologies Ltd42,763$16M0.02%+35,48513F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC42,329$15.9M0.02%+7,59613F-HRTimelineGroup
THORNBURG INVESTMENT MANAGEMENT INC42,006$15.8M0.2%-3,96213F-HRTimeline
Eisler Capital Management Ltd.41,385$15.5M0.53%-33,00113F-HRTimeline
UMB Bank, n.a.41,177$15.4M0.24%+6213F-HR/ATimeline
AEGON ASSET MANAGEMENT UK Plc41,058$15.4M0.2%-8,30013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Engineers Gate Manager LP40,932$15.3M0.19%+37,76313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS39,914$15M0.01%+92913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP37,843$14.2M0.02%-1,69313F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC38,269$14.2M0.01%-19,79013F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…37,383$14M0.03%+9,23013F-HRTimeline
Treasurer of the State of North Carolina37,221$14M0.04%+3,16013F-HRTimeline
NewEdge Wealth, LLC36,473$13.5M0.21%-3,67613F-HRTimeline
Diamond Hill Capital Management, LLC (I…35,537$13.3M0.06%+1,02013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC34,545$13M0.6%-5,73113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,208$12.5M0.05%-3,62713F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…32,395$12.1M0.12%-29,89613F-HRTimelineGroup
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…32,000$12M0.02%-13,00013F-HRTimelineGroup
ICON ADVISERS INC/CO31,288$11.7M2.68%-19513F-HRTimeline
Asset Management One Co., Ltd.30,350$11.4M0.04%+1,89213F-HRTimeline
Vestmark Advisory Solutions, Inc.30,301$11.4M0.16%-12,49713F-HRTimeline
Mn Services Vermogensbeheer B.V.29,900$11.2M0.08%+2,40013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC29,855$11.2M0.01%-1,11413F-HRTimeline
BURNEY CO/29,837$11.2M0.38%new13F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC29,780$11.2M0.27%-6,38513F-HRTimeline
REINHART PARTNERS, LLC.29,716$11.1M0.38%-2,90513F-HRTimeline
Quantinno Capital Management LP29,331$11M0.05%+7,93613F-HRTimeline
Private Advisor Group, LLC29,081$10.9M0.06%+2,37513F-HRTimeline
THAMES CAPITAL MANAGEMENT LLC28,954$10.9M2.46%new13F-HRTimeline
KLP KAPITALFORVALTNING AS27,800$10.4M0.04%+1,30013F-HRTimeline
Teca Partners, LP26,774$10M7.01%-11,34913F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…26,703$10M0.04%+1,90013F-HRTimelineGroup
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…26,346$9.84M0.05%+2,75413F-HRTimelineGroup
ArrowMark Colorado Holdings LLC25,835$9.69M0.17%-5,00013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…25,359$9.51M0.03%+1,56413F-HRTimeline
WHITTIER TRUST CO25,076$9.4M0.11%+71013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding24,935$9.35M+2,463Timeline
KWB Wealth28,441$9.3M1.13%+313F-HRTimeline
LBP AM SA24,571$9.21M0.13%+2,59813F-HRTimeline
BRANT POINT INVESTMENT MANAGEMENT LLC24,115$9.04M2.06%+94913F-HRTimeline
Lansforsakringar Fondforvaltning AB (pu…23,994$9M0.05%+23513F-HRTimeline
Channing Capital Management, LLC23,552$8.83M0.25%-9,46313F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM23,347$8.75M0.05%+1,72013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS23,270$8.73M0.04%-7,50813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/23,260$8.72M<0.01%+9,59413F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …22,619$8.48M0.02%+62113F-HRTimelineGroup
CASTLEARK MANAGEMENT LLC22,550$8.46M0.25%+2,66013F-HRTimeline
Swedbank ABin group Swedbank AB22,487$8.43M0.01%13F-HRTimelineGroup
Schonfeld Strategic Advisors LLC22,153$8.31M0.06%+2,86713F-HRTimeline
MML INVESTORS SERVICES, LLC20,737$7.78M0.02%+63513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\20,559$7.71M0.01%-47613F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP20,515$7.69M0.01%-656,72113F-HRTimelineGroup
Winthrop Advisory Group LLC20,354$7.63M0.74%-22513F-HRTimeline
Atria Investments, Inc20,110$7.54M0.09%+11113F-HRTimeline
Handelsbanken Fonder AB19,681$7.38M0.03%-1,50013F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS19,669$7.38M0.02%+9713F-HRTimeline
Sanctuary Advisors, LLC19,582$7.34M0.05%+1,89813F-HRTimeline
2Xideas AGin group 2Xideas AG19,439$7.29M1.26%-9,17513F-HRTimelineGroup
Illinois Municipal Retirement Fund19,434$7.29M0.1%+1,69213F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC19,229$7.21M0.21%-1713F-HRTimeline
Cetera Investment Advisers19,083$7.16M0.01%+68313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/18,856$7.07M0.01%-4,62313F-HR/ATimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …18,719$7.02M0.11%new13F-HRTimelineGroup