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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

754 managers (769 13F filers) reported a position in LPLA shares at 2026-03-31, 82,324,134 shares in all. 78 filers opened a position and 145 filers sold out during the quarter.

Managers
754
13F filers
769
New
78
Added
283
Reduced
266
Sold out
145
Shares held by filers
82,324,134

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 8 filers holding8,181,841$2.46B+8,172,658Timeline
BlackRock, Inc.in group BlackRock, Inc.4,974,255$1.5B0.03%-14,76913F-HRTimelineGroup
Dodge & Cox4,146,547$1.25B0.69%+197,57713F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp4,131,498$1.24B1.3%+581,18013F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…3,869,359$1.17B0.39%+149,91213F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson3,666,780$1.1B0.53%+289,22713F-HR/ATimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding2,639,325$794M+702,465Timeline
SAMLYN CAPITAL, LLCin group SAMLYN CAPITAL, LLC2,323,360$699M12%+744,10113F-HRTimelineGroup
Capital World Investors2,312,446$696M0.09%-1,312,91113F-HRTimeline
LONE PINE CAPITAL LLC2,049,967$617M4.92%-24,98113F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,571,998$561M0.18%+372,65413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,863,266$561M0.02%+20,13113F-HRTimelineGroup
WCM INVESTMENT MANAGEMENT, LLC1,734,395$521M1.19%+12,92213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,680,090$505M1.48%-618,45713F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,594,750$479M0.03%+39,93613F-HRTimelineGroup
FMR LLCin group FMR LLC1,297,690$390M0.02%+632,71113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,283,665$386M0.02%-479,59813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,245,549$375M+234,870Timeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC1,093,406$329M1.08%-167,87913F-HRTimeline
SurgoCap Partners LP1,020,839$307M10.25%+25,83913F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,002,977$302M0.23%+509,18913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC923,471$278M0.2%+567,02513F-HRTimelineGroup
DARLINGTON PARTNERS CAPITAL MANAGEMENT,…893,006$269M12.07%+110,00013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC890,253$268M0.2%+585,54313F-HRTimelineGroup
WESTFIELD CAPITAL MANAGEMENT CO LP881,506$265M1.11%+255,94413F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP816,367$246M0.05%+28,02513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/803,428$242M0.02%+7,25713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO790,730$237M0.02%-406,63613F-HR/ATimelineGroup
APG Asset Management N.V.in group APG Asset Management N.V.772,692$202M0.64%+28,97513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC666,069$200M0.06%-63,49813F-HRTimelineGroup
Markel Group Inc.in group Markel Group Inc.559,951$168M1.41%013F-HRTimelineGroup
TD Asset Management Inc554,133$167M0.14%-79,05913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP525,446$158M0.02%+9,98613F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/498,623$150M0.02%+208,93213F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC487,789$147M0.08%+32,02813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co440,464$133M0.02%+21,89013F-HRTimelineGroup
Azora Capital LP427,338$129M8.45%-20,85113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN420,689$127M0.03%-66,23913F-HR/ATimelineGroup
Holocene Advisors, LP417,647$126M0.3%+55,28313F-HRTimeline
Epoch Investment Partners, Inc.408,301$123M0.74%-54,14913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC405,812$122M0.08%+301,35913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources402,014$121M0.03%+240,24213F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…391,686$118M6.4%-22,05813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp383,839$115M0.02%+18,45513F-HRTimelineGroup
Caisse de depot et placement du Quebec364,760$110M0.18%+1,29813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC360,806$109M0.01%+81,32113F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 3 filers holding354,635$107M-25,995Timeline
Invesco Ltd.in group Invesco Ltd.349,011$105M0.01%-165,67613F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…348,101$105M0.58%+96,70413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding340,048$102M-19,468Timeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC329,270$98.8M0.1%+321,45513F-HRTimelineGroup
Cantillon Capital Management LLCin group Cantillon Capital Management …324,927$97.7M0.65%-44,14113F-HRTimelineGroup
First Pacific Advisors, LP320,624$96.5M1.35%-66,78813F-HRTimeline
Coronation Fund Managers Ltd.in group Coronation Fund Managers Ltd.290,443$87.4M3.98%+62,17813F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc287,069$86.4M0.02%-81,23213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC264,733$79.6M0.02%+103,32313F-HR/ATimelineGroup
Heron Bay Capital Management249,212$75M6.91%+165,38513F-HRTimeline
Prana Capital Management, LP247,123$74.3M2.28%new13F-HRTimeline
Junto Capital Management LP238,515$71.8M1.52%+104,68713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP204,248$61.4M0.08%-2,09713F-HRTimelineGroup
GILDER GAGNON HOWE & CO LLC194,726$58.6M0.7%-64,34413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\167,681$50.4M0.02%-20,41913F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …167,528$50.4M0.03%-8,95613F-HRTimelineGroup
Nuveen, LLCin group TIAA165,818$49.9M0.01%+6,22213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP164,557$49.5M0.05%-16,64213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA157,829$47.5M0.01%-22,89113F-HRTimelineGroup
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.155,438$46.8M0.13%new13F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO146,193$44M0.24%-40,89113F-HRTimelineGroup
California Public Employees Retirement …143,288$43.1M0.03%-9,38013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…142,137$42.8M0.01%-6,31513F-HRTimelineGroup
LPL Financial LLC142,118$42.8M0.01%+7,47913F-HRTimeline
National Pension Service140,551$42.3M0.03%+14,52613F-HRTimeline
Diamond Hill Capital Management, LLC (I…136,548$41.1M0.26%+102,24413F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…135,324$40.7M0.24%+55,22713F-HRTimelineGroup
JENNISON ASSOCIATES LLC135,221$40.7M0.03%+23,55413F-HRTimeline
Ceredex Value Advisors LLC132,920$40M1.26%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC128,597$38.7M0.02%+29,44113F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC127,421$38.3M0.03%+122,26413F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO126,774$38.1M0.04%+14,96713F-HRTimelineGroup
Amundiin group Amundi125,776$37.8M0.01%-44,97813F-HRTimelineGroup
BAMCO INC /NY/in group Baron Capital121,778$36.6M0.11%-53,46713F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC120,540$36.3M0.06%+6,48013F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding120,360$36.2M+6,622Timeline
Perpetual Ltdin group Perpetual Ltd117,574$35.4M0.54%+16,14113F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…117,376$35.3M0.04%-2,27513F-HRTimeline
PFA Pension, Forsikringsaktieselskab114,846$34.5M0.1%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC109,442$32.9M0.24%-28,59813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding108,195$32.5M+61,228Timeline
Jain Global LLC102,208$30.7M0.39%-29,31913F-HRTimeline
RHUMBLINE ADVISERS101,065$30.4M0.03%+30913F-HRTimeline
Champlain Investment Partners, LLC101,050$30.4M0.39%new13F-HRTimeline
DANSKE BANK A/S99,640$30M0.07%-24,69313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC98,615$29.7M0.03%+94,79513F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc98,444$29.6M0.05%+1,01313F-HRTimelineGroup
Clarkston Capital Partners, LLC96,404$29M2.21%-205,08013F-HRTimeline
Cander Asset Management LP95,330$28.7M5.15%+34,78213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP93,551$28.1M0.02%-4,97713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC92,598$27.9M0.01%+3,81113F-HRTimelineGroup
Schonfeld Strategic Advisors LLC89,762$27M0.22%+74,77913F-HRTimeline
Foster Victor Wealth Advisors, LLC74,731$24.1M1.38%+9,40313F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC72,595$22.2M0.74%-1,68513F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT73,050$22M0.23%+37,63713F-HRTimeline
Ensign Peak Advisors, Inc72,862$21.9M0.04%-37,01613F-HR/ATimeline
STATE BOARD OF ADMINISTRATION OF FLORID…71,944$21.6M0.04%-25313F-HRTimeline
FAMILY WEALTH PARTNERS, LLC71,531$21.5M7.35%-30,47413F-HRTimeline
AVIVA PLCin group AVIVA PLC68,824$20.7M0.03%+1,88513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding68,815$20.7M-35,207Timeline
ROYAL LONDON ASSET MANAGEMENT LTD64,965$19.5M0.04%+4213F-HRTimeline
TD Waterhouse Canada Inc.67,391$19.4M0.06%+67,35813F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…64,000$19.3M0.03%+24,00013F-HRTimelineGroup
LYNWOOD PRICE CAPITAL MANAGEMENT LP59,500$17.9M9.62%-10,50013F-HRTimeline
Swedbank ABin group Swedbank AB58,348$17.6M0.02%-14,13913F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…56,633$17M0.02%-2,50113F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD55,553$16.7M0.04%+11,56513F-HRTimeline
Artemis Investment Management LLP51,927$15.6M0.17%-11,34113F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.50,643$15.2M0.03%+31,86513F-HRTimelineGroup
Teca Partners, LP50,078$15.1M12.02%+8,54713F-HRTimeline
Mawer Investment Management Ltd.48,723$14.7M0.09%-88313F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG47,550$14.3M0.13%+14,89613F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding47,248$14.2M+5,517Timeline
Quantinno Capital Management LP46,516$14M0.02%+11,57013F-HRTimeline
WINMILL & CO. INCin group WINMILL & CO. INC46,500$14M4.04%-2,36013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS45,357$13.6M0.01%+10,05313F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …45,279$13.6M0.02%+2,69413F-HRTimelineGroup
LRZ CAPITAL LLC44,950$13.5M6.77%+4,15513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC43,796$13.2M0.01%-14,61513F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND43,641$13.1M0.02%013F-HRTimeline
Interval Partners, LP41,091$12.4M0.43%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…39,830$12M0.01%-4,63313F-HRTimelineGroup
WHITTIER TRUST CO40,451$11.9M0.13%+4,07013F-HRTimeline
LBP AM SA37,605$11.3M0.15%+3,31113F-HRTimeline
Munich Reinsurance Co Stock Corp in Mun…37,605$11.3M0.28%+3,92313F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC37,010$11.1M0.12%+7,54013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…36,853$11.1M0.02%-95113F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …34,991$10.7M0.01%+5,52413F-HRTimelineGroup
Saraza Management, LP34,600$10.4M4.36%-6,80013F-HRTimeline
Treasurer of the State of North Carolina34,114$10.3M0.03%+73113F-HRTimeline
KWB Wealth28,624$10.2M1.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,984$10.2M0.04%-1,30713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS33,174$9.98M0.02%-3,51613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC32,925$9.9M<0.01%+9,47713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP32,562$9.78M0.01%-38913F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding31,449$9.46M+13,333Timeline
KLP KAPITALFORVALTNING AS31,300$9.42M0.04%+60013F-HRTimeline
Korea Investment CORP31,213$9.39M0.02%-25,49813F-HRTimeline
Tredje AP-fonden31,090$9.35M0.05%+22,87713F-HRTimeline
Mn Services Vermogensbeheer B.V.30,742$9.25M0.06%013F-HRTimeline
BASSWOOD CAPITAL MANAGEMENT, L.L.C.30,206$9.09M0.46%new13F-HRTimeline
Asset Management One Co., Ltd.29,576$8.9M0.03%-65813F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC28,855$8.68M0.27%+9,72813F-HRTimeline
ArrowMark Colorado Holdings LLC28,835$8.67M0.23%+3,00013F-HRTimeline
ICON ADVISERS INC/CO28,748$8.65M2%013F-HRTimeline
Foyston, Gordon & Payne Inc28,724$8.64M1.99%new13F-HR/ATimeline
DONALDSON CAPITAL MANAGEMENT, LLC28,398$8.54M0.28%new13F-HRTimeline
Private Advisor Group, LLC28,192$8.48M0.04%-90513F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding27,379$8.24M+22,694Timeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…27,298$8.21M0.03%013F-HRTimelineGroup
GW&K Investment Management, LLC27,064$8.14M0.07%-24,40913F-HRTimeline
Taikang Asset Management (Hong Kong) Co…26,041$7.83M0.78%new13F-HRTimeline
Lansforsakringar Fondforvaltning AB (pu…24,368$7.33M0.04%-2,62013F-HRTimeline
Empowered Funds, LLC24,339$7.32M0.05%+5,98513F-HR/ATimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…24,326$7.32M0.04%+49713F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…24,222$7.29M0.02%-68813F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co23,755$7.17M0.01%-42713F-HRTimelineGroup
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …23,503$7M0.01%+15,47213F-HRTimelineGroup
Handelsbanken Fonder AB22,581$6.79M0.02%013F-HRTimeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…22,440$6.75M0.04%+7,62013F-HRTimeline
Gillson Capital LP22,000$6.62M0.54%new13F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS21,953$6.6M0.02%-9,73513F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM21,748$6.54M0.04%-21513F-HRTimeline
EFG International AGin group EFG International AG20,734$6.24M0.13%-62813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,923$6.21M<0.01%+18,90613F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC20,456$6.15M0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC20,868$6.14M0.13%+1,08813F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC20,176$6.07M0.13%-5713F-HRTimeline
REINHART PARTNERS, LLC.19,751$5.94M0.17%-1,12513F-HRTimeline
Winthrop Advisory Group LLC19,665$5.92M0.48%-5813F-HRTimeline
Janney Montgomery Scott LLC19,661$5.92M0.01%-42,06113F-HRTimeline
IRIDIAN ASSET MANAGEMENT LLC/CT19,518$5.87M2.38%+5,13313F-HRTimeline
Cetera Investment Advisers19,511$5.87M0.01%+75213F-HRTimeline
Silvant Capital Management LLC19,260$5.79M0.2%+4,68113F-HRTimeline
IFM Investors Pty Ltd19,251$5.79M0.05%+1,19713F-HRTimeline
XPONANCE LLC18,963$5.7M0.04%+1,58113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\18,839$5.67M0.01%-1,02613F-HRTimelineGroup
SummitTX Capital, L.P.18,466$5.56M0.18%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.18,136$5.46M0.06%-7,77913F-HRTimeline
Karl Kapital LLC17,994$5.41M3.75%new13F-HRTimeline
BRANT POINT INVESTMENT MANAGEMENT LLC17,964$5.4M1.48%-2,77613F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC17,900$5.38M0.78%+2013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd17,186$5.17M0.09%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL17,170$5.17M0.01%+11,59313F-HRTimeline
Empirical Financial Services, LLC d.b.a…17,115$5.15M0.09%+62313F-HRTimeline
Catalyst Funds Management Pty Ltd17,080$5.14M0.87%+5,68013F-HRTimeline
SEB Asset Management AB16,710$5.03M0.02%13F-HRTimeline
KR Capital LP16,656$5.01M1%13F-HRTimeline
ICICI Prudential Asset Management Co Ltd16,478$4.96M0.6%+8,57813F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS16,477$4.96M0.02%+1,26113F-HRTimelineGroup
Assenagon Asset Management S.A.16,473$4.96M0.01%-12,43913F-HRTimeline
PRIMECAP MANAGEMENT CO/CA/16,000$4.81M<0.01%013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP15,563$4.68M0.42%new13F-HRTimeline