Security record
LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
155Tracked holders
+6Δ holders
57.43MShares held
$16.18BReported value
+11New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +4.0% ·
share flow -2.4% ·
net new positions +4.5%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 155 | +6 | 57.43M | $16.18B | +11 | −4 |
| Q1 2026 | 151 | -9 | 61.59M | $18.62B | +4 | −14 |
| Q4 2025 | 159 | +2 | 65.30M | $23.33B | +3 | — |
| Q3 2025 | 24 | 0 | 33.18M | $11.04B | +1 | −2 |
| Q2 2025 | 22 | -2 | 26.81M | $10.05B | — | −2 |
| Q1 2025 | 21 | -1 | 11.19M | $3.66B | +2 | −3 |
| Q4 2024 | 22 | +1 | 10.49M | $3.42B | +1 | — |
| Q3 2024 | 20 | +2 | 9.49M | $2.21B | +4 | −2 |
| Q2 2024 | 18 | — | 8.68M | $2.42B | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 4.73M | -4.8% | $1.33B | 0.0% | ▼ Trim | 5 | SEC ↗ ×20 |
| 2 | Dodge & Cox ✦ | 4.58M | +10.4% | $1.29B | 0.7% | ▲ Add | 8 | SEC ↗ |
| 3 | Boston Partners | 4.25M | +2.9% | $1.20B | 1.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Vanguard Capital Management Llc | 3.61M | +0.5% | $1.02B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Principal Financial Group Inc | 2.68M | +1.8% | $756.31M | 0.4% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Capital World Investors ✦ | 2.34M | +1.3% | $660.05M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passive) | 1.93M | +3.8% | $544.84M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 8 | Wcm Investment Management, Llc | 1.81M | +4.4% | $487.34M | 0.9% | ▲ Add | 3 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 1.70M | +370.1% | $477.72M | 0.1% | ▲ Add | 4 | SEC ↗ ×4 |
| 10 | Geode Capital Management ✦ (passive) | 1.50M | -5.8% | $422.04M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 11 | Assenagon Asset Management S.A. | 1.49M | +8970.4% | $420.88M | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Alliancebernstein L.P. | 1.39M | -11.8% | $416.88M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | Massachusetts Financial Services Co… | 1.46M | -62.3% | $413.83M | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 14 | Kayne Anderson Rudnick Investment… | 1.43M | -14.6% | $404.08M | 1.3% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Lone Pine Capital ✦ | 1.22M | -40.5% | $343.40M | 2.1% | ▼ Trim | 9 | SEC ↗ |
| 16 | Norges Bank ✦ (passive) | 1.05M | New | $297.04M | 0.0% | New | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 981.39K | -24.4% | $276.44M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 18 | Marshall Wace ✦ | 975.63K | New | $274.81M | 0.2% | New | 1 | SEC ↗ ×4 |
| 19 | Morgan Stanley ✦ | 861.98K | -32.9% | $242.80M | 0.0% | ▼ Trim | 4 | SEC ↗ ×18 |
| 20 | Dimensional Fund Advisors Lp | 820.60K | +0.5% | $231.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 21 | Bank Of America Corp /De/ | 815.66K | +1.5% | $229.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 22 | Raymond James Financial Inc | 645.37K | -3.1% | $181.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 23 | Citadel Advisors ✦ | 642.76K | -30.4% | $181.05M | 0.1% | ▼ Trim | 4 | SEC ↗ ×2 |
| 24 | Jane Street Group, Llc | 642.48K | +551.5% | $180.97M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | UBS AM, a distinct business unit of… | 578.03K | -2.3% | $162.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×12 |
| 26 | Markel Group ✦ | 559.95K | 0.0% | $157.73M | 1.2% | Held | 9 | SEC ↗ ×2 |
| 27 | UBS Group AG | 540.25K | -17.4% | $152.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 28 | T. Rowe Price ✦ | 539.92K | +8.3% | $152.09M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 29 | Northern Trust Corp | 508.63K | -3.2% | $143.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 30 | Point72 Asset Management ✦ | 507.35K | +901.8% | $142.91M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 31 | Charles Schwab Investment… | 481.37K | +9.3% | $135.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Holocene Advisors, LP | 462.48K | +10.7% | $130.27M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 33 | Td Asset Management Inc | 461.37K | -16.7% | $129.96M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 448.36K | +888.5% | $126.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | Victory Capital Management Inc | 443.43K | +9.3% | $124.91M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 36 | Wells Fargo & Company/Mn | 387.22K | -8.0% | $109.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 37 | JPMorgan Chase ✦ | 392.56K | -50.4% | $105.69M | 0.0% | ▼ Trim | 4 | SEC ↗ ×16 |
| 38 | Bank of New York Mellon Corp | 350.26K | -8.8% | $98.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×16 |
| 39 | Qube Research & Technologies Ltd | 344.50K | New | $97.04M | 0.1% | New | 1 | SEC ↗ |
| 40 | Envestnet Asset Management Inc | 290.12K | -13.8% | $81.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Adage Capital Partners ✦ | 289.00K | +351.6% | $81.41M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 42 | Legal & General Group Plc | 283.46K | -1.3% | $79.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 43 | American Century Companies Inc | 282.64K | -42.1% | $79.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 252.97K | +133.8% | $71.26M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 45 | Caisse De Depot Et Placement Du… | 231.87K | -36.4% | $65.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 46 | Millennium Management ✦ | 206.16K | -76.8% | $58.07M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 47 | Nuveen, LLC | 205.38K | +23.9% | $57.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 48 | Deutsche Bank Ag\ | 201.84K | +20.4% | $56.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 49 | Sumitomo Mitsui Trust Group, Inc. | 167.65K | +0.1% | $47.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Amundi | 164.40K | +30.7% | $46.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 51 | Stifel Financial Corp | 162.53K | -1.2% | $45.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 52 | Balyasny Asset Management L.P. | 161.64K | New | $45.53M | 0.1% | New | 1 | SEC ↗ |
| 53 | National Pension Service | 161.31K | +14.8% | $45.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Alyeska Investment Group, L.P. | 155.02K | -0.3% | $43.67M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 55 | Renaissance Technologies ✦ | 151.66K | +25.8% | $42.72M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 56 | LPL Financial LLC | 146.21K | +2.9% | $41.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Barclays Plc | 143.70K | +55.2% | $40.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 58 | Franklin Resources Inc | 134.65K | -66.5% | $37.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 59 | Ameriprise Financial Inc | 124.82K | -52.9% | $35.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 60 | Bamco Inc /Ny/ | 114.22K | -6.2% | $32.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Toronto Dominion Bank | 111.34K | +927.5% | $31.36M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 62 | California Public Employees… | 107.38K | -25.1% | $30.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Invesco Ltd. | 106.65K | -69.4% | $30.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 64 | Danske Bank A/S | 97.36K | -2.3% | $27.42M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 65 | Sei Investments Co | 97.06K | -23.4% | $27.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 66 | Mitsubishi UFJ Asset Management… | 95.36K | +11.0% | $26.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Rhumbline Advisers | 92.50K | -8.5% | $26.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Ensign Peak Advisors, Inc | 86.04K | +18.1% | $24.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Royal Bank Of Canada | 84.26K | -46.6% | $23.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 70 | Wellington Management ✦ | 77.87K | -45.2% | $21.93M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 71 | Aberdeen Group plc | 75.86K | -22.9% | $21.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 72 | Russell Investments Group, Ltd. | 75.79K | +33.8% | $21.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 73 | Nomura Asset Management… | 71.15K | -78.4% | $20.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | State Board Of Administration Of… | 70.28K | -2.3% | $19.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Hsbc Holdings Plc | 70.36K | +60.6% | $19.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 76 | Aviva Plc | 69.32K | +0.7% | $19.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Healthcare Of Ontario Pension Plan… | 66.00K | New | $18.59M | 0.0% | New | 1 | SEC ↗ |
| 78 | Citigroup Inc | 65.40K | -49.1% | $18.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 79 | Royal London Asset Management Ltd | 63.71K | -1.9% | $17.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Voya Investment Management Llc | 54.95K | -83.3% | $15.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 81 | Jennison Associates Llc | 53.97K | -60.1% | $15.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | State Of Wisconsin Investment Board | 50.50K | -9.1% | $14.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Truist Financial Corp | 50.28K | -75.4% | $14.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 84 | Schroder Investment Management Group | 47.09K | +1573.0% | $13.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 85 | Quantinno Capital Management LP | 43.84K | -5.8% | $12.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Universal- Beteiligungs- und… | 43.56K | -3.8% | $12.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | New York State Common Retirement… | 40.44K | -7.3% | $11.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Pictet Asset Management Holding SA | 39.49K | -0.8% | $11.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Korea Investment CORP | 36.81K | +17.9% | $10.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Mitsubishi UFJ Trust & Banking Corp | 35.65K | +3.5% | $10.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Zurcher Kantonalbank (Zurich… | 35.40K | -4.0% | $9.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Man Group plc | 35.15K | +197.4% | $9.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 93 | AQR Capital Management ✦ | 34.50K | +4.8% | $9.65M | 0.0% | ▲ Add | 9 | SEC ↗ ×6 |
| 94 | Corient Private Wealth LP | 30.81K | -5.4% | $8.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Asset Management One Co., Ltd. | 30.18K | +2.0% | $8.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Swedbank AB | 26.56K | -54.5% | $7.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 97 | First Trust Advisors Lp | 25.72K | -72.5% | $7.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Nomura Asset Management Co Ltd | 25.62K | -0.5% | $7.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Captrust Financial Advisors | 23.57K | -29.0% | $6.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Storebrand Asset Management As | 21.68K | -1.2% | $6.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $297.04M | 0.0% |
| Marshall Wace | $274.81M | 0.2% |
| Qube Research & Technologies… | $97.04M | 0.1% |
| Balyasny Asset Management L.P. | $45.53M | 0.1% |
| Healthcare Of Ontario Pension… | $18.59M | 0.0% |
Exited
| Federated Hermes, Inc. | $922,646 | was 0.0% |
| Canada Pension Plan… | $397,096 | was 0.0% |
| DZ BANK AG Deutsche Zentral… | $193,132 | was 0.0% |
| First Eagle Investment… | $1,805 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 759 holders, 81.60M shares, $24.06B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Sep 11
Reeping Katharine
Officer · 440 sh · $153,049
Aug 27
Jambusaria Aneri
Officer · 308 sh · $110,067
Aug 20
Gates Greg
Officer · 4.12K sh · $1.46M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 13
SC 13G — Janus Henderson Group Ltd.
Aug 04
SC 13G — Boston Partners
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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