Security record · archived quarter
LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
159Tracked holders
+2Δ holders
65.30MShares held
$23.33BReported value
+3New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +1.3% ·
share flow -0.8% ·
net new positions +1.9%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 8.15M | -1.9% | $2.91B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 8.15M | -1.9% | $2.91B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 8.15M | -1.9% | $2.91B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 8.15M | -1.9% | $2.91B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 8.15M | -1.9% | $2.91B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passive) | 8.15M | -1.9% | $2.91B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Dodge & Cox ✦ | 3.95M | +18.6% | $1.41B | 0.8% | ▲ Add | 6 | SEC ↗ |
| 29 | Massachusetts Financial Services Co… | 3.72M | — | $1.33B | 0.4% | n/c | 1 | SEC ↗ |
| 30 | Massachusetts Financial Services Co… | 3.72M | — | $1.33B | 0.4% | n/c | 1 | SEC ↗ |
| 31 | Massachusetts Financial Services Co… | 3.72M | — | $1.33B | 0.4% | n/c | 1 | SEC ↗ |
| 32 | Massachusetts Financial Services Co… | 3.72M | — | $1.33B | 0.4% | n/c | 1 | SEC ↗ |
| 33 | Massachusetts Financial Services Co… | 3.72M | — | $1.33B | 0.4% | n/c | 1 | SEC ↗ |
| 34 | Massachusetts Financial Services Co… | 3.72M | — | $1.33B | 0.4% | n/c | 1 | SEC ↗ |
| 35 | Capital World Investors ✦ | 3.63M | +37.9% | $1.29B | 0.2% | ▲ Add | 7 | SEC ↗ |
| 36 | Boston Partners | 3.55M | — | $1.27B | 1.3% | n/c | 1 | SEC ↗ |
| 37 | Boston Partners | 3.55M | — | $1.27B | 1.3% | n/c | 1 | SEC ↗ |
| 38 | Boston Partners | 3.55M | — | $1.27B | 1.3% | n/c | 1 | SEC ↗ |
| 39 | Boston Partners | 3.55M | — | $1.27B | 1.3% | n/c | 1 | SEC ↗ |
| 40 | Janus Henderson Group Plc | 3.38M | — | $1.21B | 0.5% | n/c | 1 | SEC ↗ |
| 41 | Janus Henderson Group Plc | 3.38M | — | $1.21B | 0.5% | n/c | 1 | SEC ↗ |
| 42 | Janus Henderson Group Plc | 3.38M | — | $1.21B | 0.5% | n/c | 1 | SEC ↗ |
| 43 | Janus Henderson Group Plc | 3.38M | — | $1.21B | 0.5% | n/c | 1 | SEC ↗ |
| 44 | Janus Henderson Group Plc | 3.38M | — | $1.21B | 0.5% | n/c | 1 | SEC ↗ |
| 45 | Janus Henderson Group Plc | 3.38M | — | $1.21B | 0.5% | n/c | 1 | SEC ↗ |
| 46 | Kayne Anderson Rudnick Investment… | 2.30M | — | $820.97M | 2.2% | n/c | 1 | SEC ↗ |
| 47 | Kayne Anderson Rudnick Investment… | 2.30M | — | $820.97M | 2.2% | n/c | 1 | SEC ↗ |
| 48 | Kayne Anderson Rudnick Investment… | 2.30M | — | $820.97M | 2.2% | n/c | 1 | SEC ↗ |
| 49 | Lone Pine Capital ✦ | 2.07M | -8.0% | $741.11M | 5.4% | ▼ Trim | 7 | SEC ↗ |
| 50 | Principal Financial Group Inc | 1.93M | — | $690.95M | 0.4% | n/c | 1 | SEC ↗ |
| 51 | Principal Financial Group Inc | 1.93M | — | $690.95M | 0.4% | n/c | 1 | SEC ↗ |
| 52 | Principal Financial Group Inc | 1.93M | — | $690.95M | 0.4% | n/c | 1 | SEC ↗ |
| 53 | Principal Financial Group Inc | 1.93M | — | $690.95M | 0.4% | n/c | 1 | SEC ↗ |
| 54 | State Street Global Advisors ✦ (passive) | 1.84M | +0.8% | $658.31M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Wcm Investment Management, Llc | 1.72M | — | $619.30M | 1.3% | n/c | 1 | SEC ↗ |
| 73 | Geode Capital Management ✦ (passive) | 1.55M | +0.8% | $553.86M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 74 | Geode Capital Management ✦ (passive) | 1.55M | +0.8% | $553.86M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 75 | Alliancebernstein L.P. | 1.20M | — | $428.37M | 0.1% | n/c | 1 | SEC ↗ |
| 76 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Norges Bank ✦ (passive) | 1.04M | New | $371.62M | 0.0% | New | 1 | SEC ↗ |
| 92 | Bank Of America Corp /De/ | 796.17K | — | $284.37M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Bank Of America Corp /De/ | 796.17K | — | $284.37M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Bank Of America Corp /De/ | 796.17K | — | $284.37M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Bank Of America Corp /De/ | 796.17K | — | $284.37M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Bank Of America Corp /De/ | 796.17K | — | $284.37M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Bank Of America Corp /De/ | 796.17K | — | $284.37M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Bank Of America Corp /De/ | 796.17K | — | $284.37M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Bank Of America Corp /De/ | 796.17K | — | $284.37M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Dimensional Fund Advisors Lp | 788.34K | — | $281.58M | 0.1% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $371.62M | 0.0% |
Exited
| No tracked exits this quarter. |
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: Q4 2025 ·
Methodology ·
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