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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

743 managers (761 13F filers) reported a position in LPLA shares at 2025-09-30, 78,619,653 shares in all. 71 filers opened a position and 110 filers sold out during the quarter.

Managers
743
13F filers
761
New
71
Added
278
Reduced
271
Sold out
110
Shares held by filers
78,619,653

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding8,312,674$2.77B+316,745Timeline
BlackRock, Inc.in group BlackRock, Inc.4,976,517$1.66B0.03%+143,72013F-HRTimelineGroup
Boston Trust Walden Corpgroup of 2 filers holding3,670,006$1.22B-10,158Timeline
Dodge & Cox3,329,255$1.11B0.6%+627,54613F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…3,242,353$1.08B0.33%+800,17113F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson3,097,351$1.03B0.47%+19,67413F-HRTimelineGroup
Capital World Investors2,628,551$874M0.12%+2,612,18413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,482,615$826M2.01%-74,84313F-HRTimeline
LONE PINE CAPITAL LLC2,255,714$750M5.46%+383,46613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,972,623$656M+373,614Timeline
STATE STREET CORPin group STATE STREET CORP1,828,455$608M0.02%+101,28913F-HRTimelineGroup
WCM INVESTMENT MANAGEMENT, LLC1,742,991$594M1.24%+12,21413F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,543,258$512M0.03%-181,70413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,479,651$492M0.03%+105,65413F-HR/ATimelineGroup
SAMLYN CAPITAL, LLCin group SAMLYN CAPITAL, LLC1,346,494$448M6.36%+131,21413F-HRTimelineGroup
FMR LLCin group FMR LLC1,121,923$373M0.02%-1,332,55113F-HRTimelineGroup
JENNISON ASSOCIATES LLC1,104,950$368M0.21%-297,80013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,053,168$350M0.28%+965,69313F-HRTimelineGroup
SurgoCap Partners LP994,278$331M9.39%+112,87313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO938,755$312M0.02%-221,56613F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding925,619$308M-34,686Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/878,032$292M0.02%-84,04413F-HR/ATimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP847,816$282M0.06%-16,17313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC824,267$274M0.09%-46,35313F-HRTimelineGroup
DARLINGTON PARTNERS CAPITAL MANAGEMENT,…785,737$261M8.82%013F-HRTimeline
TD Asset Management Inc691,702$230M0.19%+38,46313F-HRTimeline
APG Asset Management N.V.in group APG Asset Management N.V.767,333$217M0.61%+259,74013F-HRTimelineGroup
Third Point LLC594,143$198M2.36%-30,85713F-HRTimeline
EMINENCE CAPITAL, LP587,624$195M2.87%+36,03213F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP575,462$191M0.8%-206,77013F-HRTimeline
ALLIANCEBERNSTEIN L.P.564,215$188M0.06%-137,20413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN563,613$188M0.04%-38,40713F-HRTimelineGroup
Markel Group Inc.in group Markel Group Inc.553,321$184M1.49%+8,71713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.539,444$179M0.03%-12,13513F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD537,275$179M0.79%-227,74913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP532,302$177M0.02%+9,60713F-HRTimelineGroup
Clarkston Capital Partners, LLC498,633$166M3.57%-100,14913F-HRTimeline
Epoch Investment Partners, Inc.482,698$161M0.88%-96,92213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp452,474$151M0.03%-32,98813F-HRTimelineGroup
First Pacific Advisors, LP443,503$148M2.04%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…437,905$146M7.39%-7,22013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC427,634$142M0.07%-169,43713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co405,152$135M0.02%+17,02313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding404,872$135M-15,910Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC384,351$128M0.1%new13F-HRTimelineGroup
Railway Pension Investments Ltd363,400$121M1.64%+266,90013F-HRTimeline
Azora Capital LP353,356$118M5.45%-118,99613F-HRTimeline
Junto Capital Management LP351,210$117M2.45%+118,36413F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc335,369$112M0.03%+6,80713F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD333,624$111M0.13%-9,11813F-HRTimelineGroup
Caisse de depot et placement du Quebec310,932$103M0.19%-3,75313F-HRTimeline
Holocene Advisors, LP298,873$99.4M0.23%+30,42513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA292,952$97.5M0.02%+83,27013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC285,606$95M0.01%+52,14713F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/271,013$90.2M0.01%-23,49613F-HRTimeline
GILDER GAGNON HOWE & CO LLC265,966$88.5M0.9%-4,56113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding202,852$76M+86,603Timeline
FORT WASHINGTON INVESTMENT ADVISORS INC…223,144$74.2M0.4%+153,89713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP209,647$69.7M0.09%+1,38513F-HRTimelineGroup
Bridgewater Associates, LP208,744$69.4M0.27%+16,08913F-HRTimeline
BAMCO INC /NY/in group Baron Capital207,897$69.2M0.18%-14,58213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC197,769$65.8M0.08%+194,04613F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO190,358$63.3M0.39%+5,61613F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC190,089$63.2M0.45%new13F-HRTimelineGroup
Nuveen, LLCin group TIAA188,925$62.9M0.02%+82513F-HRTimelineGroup
Coronation Fund Managers Ltd.in group Coronation Fund Managers Ltd.187,973$62.5M3.26%+36,95013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP186,828$62.2M0.06%-11,31113F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …183,674$61.1M0.04%+98513F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\173,208$57.6M0.02%+11,30813F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources168,787$56.2M0.01%+5,47013F-HRTimelineGroup
Employees Retirement System of Texas161,500$53.7M0.43%-1,50013F-HRTimeline
Man Group plcin group Man Group plc161,152$53.6M0.1%-36,93513F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…160,204$53.3M0.01%-169,41213F-HRTimelineGroup
California Public Employees Retirement …159,515$53.1M0.03%+13,88713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …162,386$51.5M0.08%-29,34113F-HRTimelineGroup
COMERICA BANK145,218$48.3M0.18%-3,95713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC142,785$47.5M0.03%+91,30113F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP141,729$47.2M0.04%-14,91813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding136,231$45.3M+9,355Timeline
DANSKE BANK A/S131,432$43.7M0.11%+28,86313F-HR/ATimeline
LPL Financial LLC128,898$42.9M0.01%+2,46313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO123,735$41.2M0.04%-295,55513F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP120,732$40.2M0.04%+100,21713F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…119,650$39.8M0.04%+1,80413F-HRTimeline
Amundiin group Amundi126,600$39.5M0.01%+12,59713F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC118,157$39.3M0.02%+88,30213F-HRTimeline
National Pension Service116,987$38.9M0.03%+2,18613F-HRTimeline
Southpoint Capital Advisors LPin group Southpoint Capital Advisors LP115,000$38.3M1%-250,00013F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 3 filers holding114,704$38.2M+6,400Timeline
Ensign Peak Advisors, Inc114,278$38M0.06%+13,69613F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC112,632$37.5M0.01%-156,96613F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC105,644$35.1M13.17%-6,25813F-HRTimeline
RHUMBLINE ADVISERS103,497$34.4M0.03%-2,30113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…101,421$33.7M0.02%+3,28313F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC100,066$33.1M0.02%+55,59813F-HRTimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…99,118$33M0.2%+7,04213F-HR/ATimelineGroup
Aberdeen Group plcin group Aberdeen Group plc92,694$30.8M0.05%-9,47013F-HRTimelineGroup
Solel Partners LP87,000$28.9M5.57%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC82,600$27.5M0.04%-27,20013F-HRTimeline
Swedbank ABin group Swedbank AB80,487$26.8M0.03%+58,00013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC79,972$26.6M0.01%+15,18913F-HR/ATimelineGroup
Heron Bay Capital Management79,777$26.5M4.95%-2,73813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.76,605$25.5M0.02%-47,74913F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…73,969$24.6M0.04%-1,79613F-HRTimeline
Burkehill Global Management, LP70,000$23.3M1.32%013F-HRTimeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.69,477$23.1M0.07%new13F-HRTimelineGroup
Ceredex Value Advisors LLC69,100$23M0.53%-2,45013F-HR/ATimeline
ROYAL LONDON ASSET MANAGEMENT LTD65,063$21.6M0.05%+12,12913F-HRTimeline
AVIVA PLCin group AVIVA PLC63,405$21.1M0.04%+7,40213F-HRTimelineGroup
TRILLIUM ASSET MANAGEMENT, LLC63,335$21.1M0.56%-1,01213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…58,924$19.6M0.02%-3,06613F-HRTimelineGroup
LYNWOOD PRICE CAPITAL MANAGEMENT LP59,000$19.6M9.83%+5,00013F-HRTimeline
Foster Victor Wealth Advisors, LLC61,831$19.5M1.21%+6,18413F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND57,908$19.3M0.02%-1,00013F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding57,875$19.3M-22,586Timeline
Korea Investment CORP57,068$19M0.04%+33713F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD54,376$18.1M0.04%-4,11313F-HRTimeline
Artemis Investment Management LLP54,232$18M0.22%-44,89313F-HRTimeline
COOKSON PEIRCE & CO INC53,843$17.9M0.73%-1,12113F-HRTimeline
Janney Montgomery Scott LLC53,208$17.7M0.04%+9,79013F-HRTimeline
Mawer Investment Management Ltd.52,690$17.5M0.09%-29413F-HRTimeline
GW&K Investment Management, LLC51,363$17.1M0.15%-2,06813F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC50,884$16.9M0.14%+50,15713F-HRTimelineGroup
Ghisallo Capital Management LLC50,000$16.6M0.54%-123,50013F-HRTimeline
Saraza Management, LP50,000$16.6M5.93%new13F-HRTimeline
WINMILL & CO. INCin group WINMILL & CO. INC48,860$16.3M3.94%013F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co47,657$16.2M0.02%+60413F-HRTimelineGroup
Teca Partners, LP48,484$16.1M10.17%+21,71013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…47,521$15.8M0.02%-1,66113F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …41,769$13.9M0.02%+19,15013F-HRTimelineGroup
Empowered Funds, LLC38,453$12.8M0.13%+21,08413F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS38,370$12.8M0.03%+18,70113F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…38,046$12.7M0.03%+66313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS37,329$12.4M0.03%-158,88413F-HRTimeline
LBP AM SA36,128$12M0.15%+11,55713F-HRTimeline
Treasurer of the State of North Carolina35,827$11.9M0.04%-1,39413F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC35,300$11.7M0.5%+75513F-HRTimeline
Diamond Hill Capital Management, LLC (I…35,187$11.7M0.06%-35013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC34,067$11.3M0.04%+85913F-HRTimelineGroup
Verition Fund Management LLC33,292$11.1M0.06%+21,16813F-HRTimeline
WHITTIER TRUST CO35,161$11.1M0.13%+10,08513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP32,423$10.8M0.02%-5,42013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS32,420$10.8M0.01%-7,49413F-HRTimelineGroup
KWB Wealth28,445$10.7M1.18%+413F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG31,884$10.6M0.09%+28,82013F-HRTimelineGroup
ICON ADVISERS INC/CO31,288$10.4M2.28%013F-HR/ATimeline
BURNEY CO/31,064$10.3M0.33%+1,22713F-HRTimeline
Asset Management One Co., Ltd.31,016$10.3M0.03%+66613F-HRTimeline
Quantinno Capital Management LP30,430$10.1M0.03%+1,09913F-HRTimeline
Private Advisor Group, LLC30,131$10M0.05%+1,05013F-HRTimeline
Mn Services Vermogensbeheer B.V.29,900$9.95M0.06%013F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC29,729$9.89M0.13%-12,27713F-HRTimeline
REINHART PARTNERS, LLC.28,165$9.37M0.3%-1,55113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,165$9.37M0.01%-10,10413F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…27,980$9.31M0.03%+1,27713F-HRTimelineGroup
KLP KAPITALFORVALTNING AS27,900$9.28M0.04%+10013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…27,521$9.16M0.03%+2,16213F-HRTimeline
Cinctive Capital Management LP27,180$9.04M0.45%+17,96713F-HRTimeline
ArrowMark Colorado Holdings LLC25,835$8.6M0.16%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding25,760$8.57M+825Timeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…25,380$8.44M0.08%-7,01513F-HRTimelineGroup
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…25,110$8.38M0.04%-1,23613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/25,078$8.34M<0.01%+1,81813F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC25,073$8.34M0.47%+17,80113F-HRTimelineGroup
SEVEN GRAND MANAGERS, LLC25,000$8.32M0.68%-25,00013F-HRTimeline
BRANT POINT INVESTMENT MANAGEMENT LLC24,315$8.09M1.8%+20013F-HRTimeline
NewEdge Wealth, LLC21,394$8.01M0.11%-15,07913F-HRTimeline
Lansforsakringar Fondforvaltning AB (pu…24,059$8M0.04%+6513F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC23,992$7.98M0.18%-5,78813F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM23,539$7.83M0.04%+19213F-HRTimeline
Vestmark Advisory Solutions, Inc.22,346$7.43M0.14%-7,95513F-HRTimeline
Illinois Municipal Retirement Fund21,729$7.23M0.09%+2,29513F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS21,622$7.19M0.03%-1,64813F-HRTimeline
Handelsbanken Fonder AB21,581$7.18M0.02%+1,90013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\20,536$6.83M0.01%-2313F-HRTimelineGroup
Banco BTG Pactual S.A.20,471$6.81M1%+3,96413F-HRTimeline
Winthrop Advisory Group LLC20,279$6.75M0.59%-7513F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC19,251$6.4M0.17%+2213F-HRTimeline
2Xideas AGin group 2Xideas AG19,071$6.34M1.34%-36813F-HRTimelineGroup
Cetera Investment Advisers18,998$6.32M0.01%-8513F-HRTimeline
Sanctuary Advisors, LLC18,915$6.29M0.04%-66713F-HR/ATimeline
MML INVESTORS SERVICES, LLC18,549$6.17M0.02%-2,18813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC19,405$6.11M0.13%+5,57213F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC17,931$5.97M0.89%-9113F-HRTimeline
IFM Investors Pty Ltd17,379$5.92M0.05%013F-HRTimeline
Strategic Global Advisors, LLC17,576$5.85M0.89%-25913F-HRTimeline
FORSTA AP-FONDEN17,400$5.79M0.03%+1,00013F-HRTimeline
Atria Investments, Inc17,362$5.78M0.07%-2,74813F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)17,124$5.7M0.02%-35013F-HRTimeline
XPONANCE LLC16,892$5.62M0.04%+60913F-HRTimeline
SCS Capital Management LLC16,161$5.38M0.06%013F-HRTimeline
STRS OHIO16,105$5.36M0.02%-28,23413F-HRTimeline
PRIMECAP MANAGEMENT CO/CA/16,000$5.32M<0.01%013F-HRTimeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…15,900$5.29M0.05%-1,10013F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…15,757$5.24M0.04%+2613F-HRTimelineGroup
CIBC Bancorp USA Inc.group of 2 filers holding15,398$5.12M+2,595Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,088$5.02M0.03%+46213F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS15,079$5.02M0.02%+72913F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK14,946$4.97M0.03%-21013F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …14,863$4.94M0.07%-3,85613F-HRTimelineGroup