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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

808 managers (827 13F filers) reported a position in LPLA shares at 2025-12-31, 81,388,788 shares in all. 112 filers opened a position and 82 filers sold out during the quarter.

Managers
808
13F filers
827
New
112
Added
259
Reduced
275
Sold out
82
Shares held by filers
81,388,788

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding8,157,741$2.91B-154,933Timeline
BlackRock, Inc.in group BlackRock, Inc.4,989,024$1.78B0.03%+12,50713F-HRTimelineGroup
Dodge & Cox3,948,970$1.41B0.76%+619,71513F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…3,719,447$1.33B0.43%+477,09413F-HRTimelineGroup
Capital World Investors3,625,357$1.29B0.18%+996,80613F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding3,550,318$1.27B-119,688Timeline
JANUS HENDERSON GROUP PLCin group Janus Henderson3,377,553$1.21B0.54%+280,20213F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,298,547$821M2.2%-184,06813F-HRTimeline
LONE PINE CAPITAL LLC2,074,948$741M5.44%-180,76613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,936,860$692M-35,763Timeline
STATE STREET CORPin group STATE STREET CORP1,843,135$658M0.02%+14,68013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,763,263$630M0.04%+283,61213F-HR/ATimelineGroup
WCM INVESTMENT MANAGEMENT, LLC1,721,473$619M1.28%-21,51813F-HRTimeline
SAMLYN CAPITAL, LLCin group SAMLYN CAPITAL, LLC1,579,259$564M9%+232,76513F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,554,814$554M0.03%+11,55613F-HRTimelineGroup
BARROW HANLEY MEWHINNEY & STRAUSS LLC1,261,285$450M1.5%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,199,344$428M0.14%+635,12913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,197,366$428M0.03%+258,61113F-HRTimelineGroup
NORGES BANK1,040,445$372M0.04%new13F-HRTimeline
UBS Group AGgroup of 2 filers holding1,010,679$361M+85,060Timeline
SurgoCap Partners LP995,000$355M9.84%+72213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/796,171$284M0.02%-81,86113F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP788,342$282M0.06%-59,47413F-HRTimelineGroup
DARLINGTON PARTNERS CAPITAL MANAGEMENT,…783,006$280M11.19%-2,73113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC729,567$262M0.08%-94,70013F-HRTimelineGroup
FMR LLCin group FMR LLC664,979$238M0.01%-456,94413F-HRTimelineGroup
APG Asset Management N.V.in group APG Asset Management N.V.743,717$226M0.64%-23,61613F-HRTimelineGroup
TD Asset Management Inc633,192$226M0.18%-58,51013F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP625,562$223M0.93%+50,10013F-HRTimeline
Markel Group Inc.in group Markel Group Inc.559,951$200M1.59%+6,63013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP515,460$184M0.02%-16,84213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.514,687$184M0.02%-24,75713F-HRTimelineGroup
Third Point LLC510,000$182M2.5%-84,14313F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP493,788$176M0.15%+486,45313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN486,928$174M0.03%-76,68513F-HRTimelineGroup
Epoch Investment Partners, Inc.462,450$165M0.94%-20,24813F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC455,761$163M0.08%+28,12713F-HRTimelineGroup
Azora Capital LP448,189$160M10.08%+94,83313F-HRTimeline
Railway Pension Investments Ltd445,280$159M1.87%+81,88013F-HRTimeline
EMINENCE CAPITAL, LP441,845$158M2.5%-145,77913F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co418,574$150M0.02%+13,42213F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…413,744$148M7.59%-24,16113F-HRTimeline
First Pacific Advisors, LP387,412$138M1.82%-56,09113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 3 filers holding380,630$136M+354,870Timeline
Cantillon Capital Management LLCin group Cantillon Capital Management …369,068$132M0.71%new13F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc368,301$132M0.03%+32,93213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp365,384$131M0.02%-87,09013F-HRTimelineGroup
Caisse de depot et placement du Quebec363,462$130M0.22%+52,53013F-HRTimeline
Holocene Advisors, LP362,364$129M0.27%+63,49113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding359,516$128M-45,356Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC356,446$127M0.09%-27,90513F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC304,710$109M0.08%-748,45813F-HRTimelineGroup
Clarkston Capital Partners, LLC301,484$108M2.49%-197,14913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/289,691$103M0.01%+18,67813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC279,485$99.8M0.01%-6,12113F-HR/ATimelineGroup
GILDER GAGNON HOWE & CO LLC259,070$92.5M0.98%-6,89613F-HRTimeline
Egerton Capital (UK) LLPin group Egerton Capital (UK) LLP254,813$91M0.99%new13F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…251,397$89.8M0.48%+28,25313F-HRTimeline
Coronation Fund Managers Ltd.in group Coronation Fund Managers Ltd.228,265$81.5M3.66%+40,29213F-HRTimelineGroup
TREMBLANT CAPITAL GROUPin group TREMBLANT CAPITAL GROUP222,165$79.4M2.02%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP206,345$73.7M0.1%-3,30213F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\188,100$67.2M0.02%+14,89213F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO187,084$66.8M0.36%-3,27413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP181,199$64.7M0.06%-5,62913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA180,720$64.5M0.01%-112,23213F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …176,484$63M0.04%-7,19013F-HRTimelineGroup
Employees Retirement System of Texas176,200$62.9M0.51%+14,70013F-HRTimeline
BAMCO INC /NY/in group Baron Capital175,245$62.6M0.17%-32,65213F-HRTimelineGroup
Amundiin group Amundi170,754$61M0.02%+44,15413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources161,772$57.8M0.01%-7,01513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC161,410$57.6M0.01%+48,77813F-HRTimelineGroup
Nuveen, LLCin group TIAA159,596$57M0.01%-29,32913F-HRTimelineGroup
California Public Employees Retirement …152,668$54.5M0.03%-6,84713F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…148,452$53M0.01%-11,75213F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC138,040$49.3M0.4%-52,04913F-HRTimelineGroup
LPL Financial LLC134,639$48.1M0.01%+5,74113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…134,221$47.9M0.03%+32,80013F-HR/ATimelineGroup
Junto Capital Management LP133,828$47.8M1.07%-217,38213F-HRTimeline
Jain Global LLC131,527$47M0.46%+129,73913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …124,728$45.1M0.07%-37,65813F-HRTimelineGroup
National Pension Service126,025$45M0.03%+9,03813F-HRTimeline
DANSKE BANK A/S124,333$44.4M0.1%-7,09913F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…119,651$42.7M0.04%+113F-HRTimeline
Bridgewater Associates, LP118,294$42.3M0.15%-90,45013F-HRTimeline
PFA Pension, Forsikringsaktieselskab114,846$41.3M0.12%13F-HRTimeline
Southpoint Capital Advisors LPin group Southpoint Capital Advisors LP115,000$41.1M0.95%013F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 3 filers holding113,738$41M-966Timeline
RENAISSANCE TECHNOLOGIES LLC114,060$40.7M0.06%+31,46013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO111,807$39.9M0.04%-11,92813F-HRTimelineGroup
JENNISON ASSOCIATES LLC111,667$39.9M0.02%-993,28313F-HRTimeline
Ensign Peak Advisors, Inc109,878$39.2M0.07%-4,40013F-HR/ATimeline
VICTORY CAPITAL MANAGEMENT INC104,453$37.3M0.02%-13,70413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding104,022$37.2M-98,830Timeline
KING STREET CAPITAL MANAGEMENT, L.P.in group KING STREET CAPITAL MANAGEMEN…104,000$37.1M5.13%new13F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC102,005$36.4M13.13%-3,63913F-HRTimeline
Perpetual Ltdin group Perpetual Ltd101,433$36.2M0.52%new13F-HRTimelineGroup
RHUMBLINE ADVISERS100,756$36M0.03%-2,74113F-HRTimeline
Senator Investment Group LP100,000$35.7M1.43%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CITIGROUP INCin group CITIGROUP INC99,156$35.4M0.02%-43,62913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP98,528$35.2M0.03%-43,20113F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc97,431$34.8M0.05%+4,73713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC88,787$31.7M0.01%+8,81513F-HRTimelineGroup
Solel Partners LP87,000$31.1M5.03%013F-HRTimeline
Heron Bay Capital Management83,827$29.9M5.71%+4,05013F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…80,097$28.6M0.16%-19,02113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.78,252$27.9M0.02%+1,64713F-HRTimelineGroup
TRILLIUM ASSET MANAGEMENT, LLC74,280$26.8M0.82%+10,94513F-HRTimeline
Woodline Partners LP73,546$26.3M0.1%new13F-HRTimeline
Swedbank ABin group Swedbank AB72,487$25.9M0.03%-8,00013F-HR/ATimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…72,197$25.8M0.05%-1,77213F-HRTimeline
LYNWOOD PRICE CAPITAL MANAGEMENT LP70,000$25M12.17%+11,00013F-HRTimeline
Foster Victor Wealth Advisors, LLC65,328$24.7M1.44%+3,49713F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP67,008$23.9M0.49%new13F-HRTimeline
AVIVA PLCin group AVIVA PLC66,939$23.9M0.04%+3,53413F-HRTimelineGroup
ROYAL LONDON ASSET MANAGEMENT LTD64,923$23.2M0.05%-14013F-HRTimeline
Artemis Investment Management LLP63,268$22.6M0.27%+9,03613F-HRTimeline
Janney Montgomery Scott LLC61,722$22M0.05%+8,51413F-HRTimeline
Cander Asset Management LP60,548$21.6M4%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…59,134$21.1M0.02%+21013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC58,411$20.9M0.01%-41,65513F-HR/ATimelineGroup
Korea Investment CORP56,711$20.3M0.04%-35713F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP52,206$18.6M0.26%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
GW&K Investment Management, LLC51,473$18.4M0.16%+11013F-HRTimeline
Mawer Investment Management Ltd.49,606$17.7M0.1%-3,08413F-HRTimeline
WINMILL & CO. INCin group WINMILL & CO. INC48,860$17.5M4.65%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding46,967$16.8M-89,264Timeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…44,463$15.9M0.02%-3,05813F-HRTimelineGroup
Verition Fund Management LLC44,139$15.8M0.09%+10,84713F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD43,988$15.7M0.04%-10,38813F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND43,641$15.6M0.02%-14,26713F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …42,585$15.2M0.02%+81613F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding41,731$14.9M-16,144Timeline
Teca Partners, LP41,531$14.8M9.02%-6,95313F-HRTimeline
Saraza Management, LP41,400$14.8M5.71%-8,60013F-HRTimeline
LRZ CAPITAL LLC40,795$14.6M6.58%13F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…40,000$14.3M0.02%new13F-HRTimelineGroup
WHITTIER TRUST CO36,381$13.7M0.15%+1,22013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…37,804$13.5M0.03%-24213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS36,690$13.1M0.02%-63913F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC35,656$12.7M0.54%+35613F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT35,413$12.6M0.14%+33,21313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS35,304$12.6M0.01%+2,88413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC35,291$12.6M0.05%+1,22413F-HRTimelineGroup
Quantinno Capital Management LP34,946$12.5M0.03%+4,51613F-HRTimeline
Diamond Hill Capital Management, LLC (I…34,304$12.3M0.06%-88313F-HRTimeline
LBP AM SA34,294$12.2M0.14%-1,83413F-HRTimeline
Munich Reinsurance Co Stock Corp in Mun…33,682$12.1M0.29%+27,74613F-HRTimeline
Treasurer of the State of North Carolina33,383$11.9M0.04%-2,44413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP32,951$11.8M0.02%+52813F-HR/ATimelineGroup
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG32,654$11.7M0.1%+77013F-HRTimelineGroup
STOREBRAND ASSET MANAGEMENT AS31,688$11.3M0.03%-6,68213F-HRTimeline
Asset Management One Co., Ltd.30,234$11.1M0.03%-78213F-HRTimeline
Mn Services Vermogensbeheer B.V.30,742$11M0.07%+84213F-HRTimeline
KLP KAPITALFORVALTNING AS30,700$11M0.04%+2,80013F-HRTimeline
BURNEY CO/29,883$10.7M0.33%-1,18113F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …29,467$10.5M0.01%new13F-HRTimelineGroup
THORNBURG INVESTMENT MANAGEMENT INC29,470$10.5M0.13%-25913F-HRTimeline
Private Advisor Group, LLC29,097$10.4M0.05%-1,03413F-HRTimeline
Assenagon Asset Management S.A.28,912$10.3M0.02%+26,50913F-HRTimeline
ICON ADVISERS INC/CO28,748$10.3M2.22%-2,54013F-HRTimeline
KWB Wealth28,624$10.2M0.97%+17913F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…27,298$9.75M0.04%-68213F-HRTimelineGroup
Man Group plcin group Man Group plc27,220$9.72M0.02%-133,93213F-HRTimelineGroup
Lansforsakringar Fondforvaltning AB (pu…26,988$9.64M0.05%+2,92913F-HRTimeline
Vestmark Advisory Solutions, Inc.25,915$9.26M0.12%+3,56913F-HRTimeline
ArrowMark Colorado Holdings LLC25,835$9.23M0.2%013F-HRTimeline
SEVEN GRAND MANAGERS, LLC25,000$8.93M0.68%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…24,910$8.9M0.03%-2,61113F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co24,182$8.64M0.02%-23,47513F-HRTimelineGroup
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…23,829$8.54M0.04%-1,28113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC23,448$8.37M<0.01%-4,71713F-HRTimelineGroup
Handelsbanken Fonder AB22,581$8.06M0.02%+1,00013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM21,963$7.84M0.04%-1,57613F-HRTimeline
EFG International AGin group EFG International AG21,362$7.63M0.15%13F-HRTimelineGroup
Fremen Capital Management LP21,332$7.62M6.23%13F-HRTimeline
CenterBook Partners LP21,322$7.62M0.37%new13F-HRTimeline
REINHART PARTNERS, LLC.20,876$7.46M0.22%-7,28913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC19,780$7.45M0.15%+37513F-HRTimeline
BRANT POINT INVESTMENT MANAGEMENT LLC20,740$7.41M1.79%-3,57513F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…20,583$7.35M0.14%+13,38513F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC20,233$7.23M0.15%-3,75913F-HRTimeline
NewEdge Wealth, LLC19,970$7.13M0.08%-1,42413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\19,865$7.1M0.01%-67113F-HRTimelineGroup
Winthrop Advisory Group LLC19,723$7.04M0.6%-55613F-HR/ATimeline
Illinois Municipal Retirement Fund19,516$6.97M0.09%-2,21313F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC19,127$6.83M0.19%-12413F-HRTimeline
MML INVESTORS SERVICES, LLC18,851$6.73M0.02%+30213F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.18,778$6.71M0.01%new13F-HRTimelineGroup
Cetera Investment Advisers18,759$6.7M0.01%-23913F-HRTimeline
Empowered Funds, LLC18,354$6.56M0.11%-20,09913F-HR/ATimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding18,116$6.47M+4,173Timeline
IFM Investors Pty Ltd18,054$6.45M0.05%+67513F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC17,880$6.39M0.9%-5113F-HRTimeline
XPONANCE LLC17,382$6.21M0.05%+49013F-HRTimeline
COMERICA BANK17,144$6.12M0.02%-128,07413F-HRTimeline
FORSTA AP-FONDEN16,520$5.9M0.04%-88013F-HRTimeline
Empirical Financial Services, LLC d.b.a…16,492$5.89M0.11%+2,71713F-HRTimeline
Atria Investments, Inc16,307$5.82M0.07%-1,05513F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)16,239$5.81M0.02%-88513F-HRTimeline
PRIMECAP MANAGEMENT CO/CA/16,000$5.71M<0.01%013F-HRTimeline