Security record · archived quarter
LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
22Tracked holders
-2Δ holders
26.81MShares held
$10.05BReported value
+0New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -8.3% ·
share flow +1.3% ·
net new positions -9.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 155 | +7 | 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 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 7.99M | — | $2.99B | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 7.99M | — | $2.99B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 7.99M | — | $2.99B | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 7.99M | — | $2.99B | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 7.99M | — | $2.99B | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 4.83M | — | $1.81B | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Dodge & Cox ✦ | 2.70M | +77.3% | $1.01B | 0.6% | ▲ Add | 4 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 2.45M | — | $920.35M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 2.45M | — | $920.35M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 2.45M | — | $920.35M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 2.45M | — | $920.35M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 2.45M | — | $920.35M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Lone Pine Capital ✦ | 1.87M | +6.1% | $702.04M | 5.1% | ▲ Add | 5 | SEC ↗ |
| 34 | State Street Global Advisors ✦ (passive) | 1.73M | +2.8% | $647.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Geode Capital Management ✦ (passive) | 1.72M | +10.5% | $645.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Geode Capital Management ✦ (passive) | 1.72M | +10.5% | $645.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Norges Bank ✦ (passive) | 1.07M | +15.6% | $402.31M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 38 | Third Point ✦ | 625.00K | 0.0% | $234.36M | 3.1% | Held | 4 | SEC ↗ |
| 39 | Markel Group ✦ | 544.60K | +1.0% | $204.21M | 1.7% | ▲ Add | 5 | SEC ↗ |
| 40 | Markel Group ✦ | 544.60K | +1.0% | $204.21M | 1.7% | ▲ Add | 5 | SEC ↗ |
| 41 | Wellington Management ✦ | 329.62K | -50.0% | $123.60M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 42 | Wellington Management ✦ | 329.62K | -50.0% | $123.60M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 43 | Wellington Management ✦ | 329.62K | -50.0% | $123.60M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 44 | T. Rowe Price ✦ | 294.51K | +5.2% | $110.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | T. Rowe Price ✦ | 294.51K | +5.2% | $110.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | Bridgewater Associates ✦ | 192.66K | -13.6% | $72.24M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 47 | D. E. Shaw & Co. ✦ | 124.35K | -30.2% | $46.63M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | D. E. Shaw & Co. ✦ | 124.35K | -30.2% | $46.63M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 49 | Renaissance Technologies ✦ | 109.80K | +209.3% | $41.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 50 | Millennium Management ✦ | 87.47K | -30.7% | $32.80M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 38.27K | -34.1% | $14.19M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 38.27K | -34.1% | $14.19M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 38.27K | -34.1% | $14.19M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 38.27K | -34.1% | $14.19M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 38.27K | -34.1% | $14.19M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 56 | Adage Capital Partners ✦ | 32.00K | -28.9% | $12.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Marshall Wace ✦ | 20.52K | -97.0% | $7.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Marshall Wace ✦ | 20.52K | -97.0% | $7.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | Capital World Investors ✦ | 16.37K | +201.1% | $6.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 60 | PRIMECAP Management ✦ | 16.00K | 0.0% | $6.00M | 0.0% | Held | 5 | SEC ↗ |
| 61 | Two Sigma Investments ✦ | 6.69K | -0.4% | $2.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Harris Associates (Oakmark) | $44.32M | was 0.1% |
| Soros Fund Management | $40.89M | was 1.0% |
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)
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 2025 ·
Methodology ·
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