LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 25.58K | $8.05M | n/a | n/a |
| Q2 2026 | 153 | +7 | 57.25M | $16.13B | +11 | −6 |
| Q1 2026 | 151 | -9 | 61.59M | $18.62B | +4 | −14 |
| Q4 2025 | 159 | +2 | 65.30M | $23.33B | +3 | n/a |
| Q3 2025 | 24 | 0 | 33.18M | $11.04B | +1 | −2 |
| Q2 2025 | 22 | -2 | 26.81M | $10.05B | n/a | −2 |
| Q1 2025 | 21 | -1 | 11.19M | $3.66B | +2 | −3 |
| Q4 2024 | 22 | +1 | 10.49M | $3.42B | +1 | n/a |
| Q3 2024 | 20 | +2 | 9.49M | $2.21B | +4 | −2 |
| Q2 2024 | 18 | n/a | 8.68M | $2.42B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 8.30M | +4.0% | $2.76B | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 4.98M | +3.0% | $1.66B | 0.0% | ▲ Add | 2 | SEC ↗ ×21 |
| 3 | Dodge & Cox ✦ | 3.33M | +23.2% | $1.11B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 4 | Capital World Investors ✦ | 2.63M | +15960.1% | $874.49M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 5 | Lone Pine Capital ✦ | 2.26M | +20.5% | $750.45M | 5.5% | ▲ Add | 6 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 1.88M | n/a | $624.64M | 0.0% | n/c | 1 | SEC ↗ ×34 |
| 7 | State Street Global Advisors ✦ (passive) | 1.83M | +5.9% | $608.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 1.54M | -10.5% | $511.97M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 1.48M | n/a | $492.27M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 10 | Fidelity (FMR) ✦ | 1.12M | -54.3% | $373.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 11 | Millennium Management ✦ | 1.05M | +1104.0% | $350.38M | 0.3% | ▲ Add | 6 | SEC ↗ |
| 12 | Third Point ✦ | 594.14K | -4.9% | $197.67M | 2.4% | ▼ Trim | 5 | SEC ↗ |
| 13 | Markel Group ✦ | 553.32K | +1.6% | $184.08M | 1.5% | ▲ Add | 6 | SEC ↗ ×2 |
| 14 | Citadel Advisors ✦ | 384.35K | New | $127.87M | 0.1% | New | 1 | SEC ↗ ×2 |
| 15 | Goldman Sachs Group ✦ | 285.61K | n/a | $95.02M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 16 | T. Rowe Price ✦ | 271.01K | -8.0% | $90.17M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 17 | Bridgewater Associates ✦ | 208.74K | +8.3% | $69.45M | 0.3% | ▲ Add | 6 | SEC ↗ |
| 18 | Wellington Management ✦ | 160.20K | -51.4% | $53.30M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 19 | Marshall Wace ✦ | 120.73K | +488.5% | $40.17M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 20 | Renaissance Technologies ✦ | 82.60K | -24.8% | $27.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 76.61K | -38.4% | $25.49M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 22 | AQR Capital Management ✦ | 28.16K | -26.4% | $9.37M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 23 | PRIMECAP Management ✦ | 16.00K | 0.0% | $5.32M | 0.0% | Held | 6 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 2.88K | -57.0% | $956,484 | 0.0% | ▼ Trim | 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% |
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.
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)
Officer · 440 sh · $153,049
Officer · 308 sh · $110,067
Officer · 4.12K sh · $1.46M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology