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 |
|---|---|---|---|---|---|---|
| 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 |
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 ↗ ×6 |
| 2 | BlackRock ✦ (passive) | 4.99M | +0.2% | $1.78B | 0.0% | ▲ Add | 3 | SEC ↗ ×21 |
| 3 | Dodge & Cox ✦ | 3.95M | +18.6% | $1.41B | 0.8% | ▲ Add | 6 | SEC ↗ |
| 4 | Massachusetts Financial Services Co… | 3.72M | n/a | $1.33B | 0.4% | n/c | 1 | SEC ↗ ×6 |
| 5 | Capital World Investors ✦ | 3.63M | +37.9% | $1.29B | 0.2% | ▲ Add | 7 | SEC ↗ |
| 6 | Boston Partners | 3.55M | n/a | $1.27B | 1.3% | n/c | 1 | SEC ↗ ×4 |
| 7 | Janus Henderson Group Plc | 3.38M | n/a | $1.21B | 0.5% | n/c | 1 | SEC ↗ ×6 |
| 8 | Kayne Anderson Rudnick Investment… | 2.30M | n/a | $820.97M | 2.2% | n/c | 1 | SEC ↗ ×3 |
| 9 | Lone Pine Capital ✦ | 2.07M | -8.0% | $741.11M | 5.4% | ▼ Trim | 7 | SEC ↗ |
| 10 | Principal Financial Group Inc | 1.93M | n/a | $690.95M | 0.4% | n/c | 1 | SEC ↗ ×4 |
| 11 | State Street Global Advisors ✦ (passive) | 1.84M | +0.8% | $658.31M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.76M | +19.2% | $629.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×17 |
| 13 | Wcm Investment Management, Llc | 1.72M | n/a | $619.30M | 1.3% | n/c | 1 | SEC ↗ |
| 14 | Geode Capital Management ✦ (passive) | 1.55M | +0.8% | $553.86M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 15 | Alliancebernstein L.P. | 1.20M | n/a | $428.37M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 1.20M | -36.2% | $427.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 17 | Norges Bank ✦ (passive) | 1.04M | New | $371.62M | 0.0% | New | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 796.17K | n/a | $284.37M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 19 | Dimensional Fund Advisors Lp | 788.34K | n/a | $281.58M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 20 | Raymond James Financial Inc | 729.57K | n/a | $261.68M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 21 | Fidelity (FMR) ✦ | 664.98K | -40.7% | $237.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 22 | Td Asset Management Inc | 633.19K | n/a | $226.16M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 23 | UBS AM, a distinct business unit of… | 581.92K | n/a | $207.85M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 24 | Markel Group ✦ | 559.95K | +1.2% | $200.00M | 1.6% | ▲ Add | 7 | SEC ↗ ×2 |
| 25 | Northern Trust Corp | 515.46K | n/a | $184.11M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 26 | Invesco Ltd. | 514.69K | n/a | $183.83M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 27 | Third Point ✦ | 510.00K | -14.2% | $182.16M | 2.5% | ▼ Trim | 6 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 486.93K | n/a | $173.92M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 29 | American Century Companies Inc | 455.76K | n/a | $162.78M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | UBS Group AG | 428.75K | n/a | $153.14M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 31 | Charles Schwab Investment… | 418.57K | n/a | $149.50M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Legal & General Group Plc | 368.30K | n/a | $131.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Bank of New York Mellon Corp | 365.38K | n/a | $130.50M | 0.0% | n/c | 1 | SEC ↗ ×17 |
| 34 | Caisse De Depot Et Placement Du… | 363.46K | n/a | $129.82M | 0.2% | n/c | 1 | SEC ↗ |
| 35 | Holocene Advisors, LP | 362.36K | n/a | $129.43M | 0.3% | n/c | 1 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 356.45K | -7.3% | $127.31M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 352.94K | n/a | $126.06M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Nomura Asset Management… | 328.93K | n/a | $117.48M | 0.2% | n/c | 1 | SEC ↗ |
| 39 | Millennium Management ✦ | 304.71K | -71.1% | $108.83M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 40 | T. Rowe Price ✦ | 289.69K | +6.9% | $103.47M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 41 | Goldman Sachs Group ✦ | 279.49K | -2.1% | $99.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 42 | Truist Financial Corp | 206.34K | n/a | $73.70M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 43 | Deutsche Bank Ag\ | 188.10K | n/a | $67.18M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 44 | Stifel Financial Corp | 181.20K | n/a | $64.72M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 45 | Royal Bank Of Canada | 180.72K | n/a | $64.55M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 46 | Sumitomo Mitsui Trust Group, Inc. | 176.48K | n/a | $63.03M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bamco Inc /Ny/ | 175.25K | n/a | $62.59M | 0.2% | n/c | 1 | SEC ↗ |
| 48 | Amundi | 170.75K | n/a | $60.99M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Franklin Resources Inc | 161.77K | n/a | $57.78M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 50 | Ameriprise Financial Inc | 161.41K | n/a | $57.65M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 51 | Nuveen, LLC | 159.60K | n/a | $57.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 52 | California Public Employees… | 152.67K | n/a | $54.53M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Wellington Management ✦ | 148.45K | -7.3% | $53.02M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 54 | LPL Financial LLC | 134.64K | n/a | $48.09M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Northwestern Mutual Wealth… | 134.22K | n/a | $47.94M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Allspring Global Investments… | 124.73K | n/a | $45.11M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 57 | National Pension Service | 126.03K | n/a | $45.01M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Danske Bank A/S | 124.33K | n/a | $44.41M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 59 | California State Teachers… | 119.65K | n/a | $42.74M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bridgewater Associates ✦ | 118.29K | -43.3% | $42.25M | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 61 | Hsbc Holdings Plc | 116.82K | n/a | $41.77M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 62 | PFA Pension, Forsikringsaktieselskab | 114.85K | n/a | $41.32M | 0.1% | n/c | 1 | SEC ↗ |
| 63 | Renaissance Technologies ✦ | 114.06K | +38.1% | $40.74M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 64 | Sei Investments Co | 111.81K | n/a | $39.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Jennison Associates Llc | 111.67K | n/a | $39.88M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Ensign Peak Advisors, Inc | 109.88K | n/a | $39.25M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Victory Capital Management Inc | 104.45K | n/a | $37.31M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Rhumbline Advisers | 100.76K | n/a | $35.99M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Citigroup Inc | 99.16K | n/a | $35.42M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 70 | First Trust Advisors Lp | 98.53K | n/a | $35.19M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Aberdeen Group plc | 97.43K | n/a | $34.80M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 72 | Barclays Plc | 88.79K | n/a | $31.71M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 73 | Mitsubishi UFJ Asset Management… | 77.99K | n/a | $28.20M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | D. E. Shaw & Co. ✦ | 78.25K | +2.1% | $27.95M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 75 | Swedbank AB | 72.49K | n/a | $25.89M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | State Board Of Administration Of… | 72.20K | n/a | $25.79M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Aviva Plc | 66.94K | n/a | $23.91M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Royal London Asset Management Ltd | 64.92K | n/a | $23.19M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Corient Private Wealth LP | 63.83K | n/a | $22.60M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 80 | Russell Investments Group, Ltd. | 59.13K | n/a | $21.14M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 81 | Korea Investment CORP | 56.71K | n/a | $20.26M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Pictet Asset Management Holding SA | 44.46K | n/a | $15.88M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | State Of Wisconsin Investment Board | 43.99K | n/a | $15.71M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | New York State Common Retirement… | 43.64K | n/a | $15.59M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Susquehanna International Group, Llp | 42.69K | n/a | $15.25M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Universal- Beteiligungs- und… | 42.59K | n/a | $15.19M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Adage Capital Partners ✦ | 40.00K | New | $14.29M | 0.0% | New | 1 | SEC ↗ |
| 88 | Zurcher Kantonalbank (Zurich… | 37.80K | n/a | $13.50M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Captrust Financial Advisors | 36.69K | n/a | $13.10M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Mitsubishi UFJ Trust & Banking Corp | 35.75K | n/a | $12.77M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bnp Paribas Financial Markets | 35.30K | n/a | $12.61M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Quantinno Capital Management LP | 34.95K | n/a | $12.48M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Storebrand Asset Management As | 31.69K | n/a | $11.32M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Asset Management One Co., Ltd. | 30.23K | n/a | $11.07M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | BNP Paribas Asset Management… | 29.47K | n/a | $10.54M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Assenagon Asset Management S.A. | 28.91K | n/a | $10.33M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Man Group plc | 27.22K | n/a | $9.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 98 | Nomura Holdings Inc | 26.13K | n/a | $9.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 99 | Nomura Asset Management Co Ltd | 25.58K | n/a | $9.14M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | AQR Capital Management ✦ | 23.45K | -16.8% | $8.37M | 0.0% | ▼ Trim | 7 | SEC ↗ ×5 |
“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% |
| Adage Capital Partners | $14.29M | 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)
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: Q4 2025 ·
Methodology ·
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