Security record · archived quarter
LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
24Tracked holders
0Δ holders
33.18MShares held
$11.04BReported value
+1New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +12.9% · net new positions -4.2% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 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 · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 8.30M | +4.0% | $2.76B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 8.30M | +4.0% | $2.76B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 8.30M | +4.0% | $2.76B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 8.30M | +4.0% | $2.76B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 8.30M | +4.0% | $2.76B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Dodge & Cox ✦ | 3.33M | +23.2% | $1.11B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 28 | Capital World Investors ✦ | 2.63M | +15960.1% | $874.49M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 29 | Lone Pine Capital ✦ | 2.26M | +20.5% | $750.45M | 5.5% | ▲ Add | 6 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 1.88M | — | $624.64M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | State Street Global Advisors ✦ (passive) | 1.83M | +5.9% | $608.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | Geode Capital Management ✦ (passive) | 1.54M | -10.5% | $511.97M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 66 | Geode Capital Management ✦ (passive) | 1.54M | -10.5% | $511.97M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 1.48M | — | $492.27M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 1.48M | — | $492.27M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 1.48M | — | $492.27M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 1.48M | — | $492.27M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 1.48M | — | $492.27M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Morgan Stanley ✦ | 1.48M | — | $492.27M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Morgan Stanley ✦ | 1.48M | — | $492.27M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Morgan Stanley ✦ | 1.48M | — | $492.27M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Morgan Stanley ✦ | 1.48M | — | $492.27M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Morgan Stanley ✦ | 1.48M | — | $492.27M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Morgan Stanley ✦ | 1.48M | — | $492.27M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Morgan Stanley ✦ | 1.48M | — | $492.27M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Morgan Stanley ✦ | 1.48M | — | $492.27M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Morgan Stanley ✦ | 1.48M | — | $492.27M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Morgan Stanley ✦ | 1.48M | — | $492.27M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Fidelity (FMR) ✦ | 1.12M | -54.3% | $373.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Fidelity (FMR) ✦ | 1.12M | -54.3% | $373.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Fidelity (FMR) ✦ | 1.12M | -54.3% | $373.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Fidelity (FMR) ✦ | 1.12M | -54.3% | $373.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Fidelity (FMR) ✦ | 1.12M | -54.3% | $373.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Millennium Management ✦ | 1.05M | +1104.0% | $350.38M | 0.3% | ▲ Add | 6 | SEC ↗ |
| 88 | Third Point ✦ | 594.14K | -4.9% | $197.67M | 2.4% | ▼ Trim | 5 | SEC ↗ |
| 89 | Markel Group ✦ | 553.32K | +1.6% | $184.08M | 1.5% | ▲ Add | 6 | SEC ↗ |
| 90 | Markel Group ✦ | 553.32K | +1.6% | $184.08M | 1.5% | ▲ Add | 6 | SEC ↗ |
| 91 | Citadel Advisors ✦ | 384.35K | New | $127.87M | 0.1% | New | 1 | SEC ↗ |
| 92 | Citadel Advisors ✦ | 384.35K | New | $127.87M | 0.1% | New | 1 | SEC ↗ |
| 93 | Goldman Sachs Group ✦ | 285.61K | — | $95.02M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Goldman Sachs Group ✦ | 285.61K | — | $95.02M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Goldman Sachs Group ✦ | 285.61K | — | $95.02M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Goldman Sachs Group ✦ | 285.61K | — | $95.02M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Goldman Sachs Group ✦ | 285.61K | — | $95.02M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | T. Rowe Price ✦ | 271.01K | -8.0% | $90.17M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 99 | T. Rowe Price ✦ | 271.01K | -8.0% | $90.17M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 100 | Bridgewater Associates ✦ | 208.74K | +8.3% | $69.45M | 0.3% | ▲ Add | 6 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $127.87M | 0.1% |
| Citadel Advisors | $127.87M | 0.1% |
Exited
| Norges Bank | $402.31M | was 0.1% |
| Adage Capital Partners | $12.00M | 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)
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: Q3 2025 ·
Methodology ·
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