Security record · archived quarter
LPLA
LPL Financial Holdings Inc. · Financial Services · Financial - Capital Markets
151Tracked holders
-9Δ holders
61.59MShares held
$18.62BReported value
+4New positions
−14Exits
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow +3.1% ·
net new positions -6.6%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 25.58K | $8.05M | n/a | −2 |
| 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 4.97M | -0.3% | $1.50B | 0.0% | ▼ Trim | 4 | SEC ↗ ×21 |
| 2 | Dodge & Cox ✦ | 4.15M | +5.0% | $1.25B | 0.7% | ▲ Add | 7 | SEC ↗ |
| 3 | Boston Partners | 4.13M | +16.4% | $1.24B | 1.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Massachusetts Financial Services Co… | 3.87M | +4.0% | $1.17B | 0.4% | ▲ Add | 2 | SEC ↗ ×6 |
| 5 | Janus Henderson Group Plc | 3.67M | +8.6% | $1.10B | 0.5% | ▲ Add | 2 | SEC ↗ ×6 |
| 6 | Vanguard Capital Management Llc | 3.60M | n/a | $1.08B | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Principal Financial Group Inc | 2.64M | +36.3% | $793.16M | 0.4% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Capital World Investors ✦ | 2.31M | -36.2% | $695.65M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 9 | Lone Pine Capital ✦ | 2.05M | -1.2% | $616.69M | 4.9% | ▼ Trim | 8 | SEC ↗ |
| 10 | Alliancebernstein L.P. | 1.57M | +31.1% | $561.47M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (passive) | 1.86M | +1.1% | $560.53M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Wcm Investment Management, Llc | 1.73M | +0.8% | $520.63M | 1.2% | ▲ Add | 2 | SEC ↗ |
| 13 | Kayne Anderson Rudnick Investment… | 1.68M | -26.9% | $505.42M | 1.5% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Geode Capital Management ✦ (passive) | 1.59M | +2.6% | $478.51M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 15 | Fidelity (FMR) ✦ | 1.30M | +95.2% | $390.38M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 16 | Morgan Stanley ✦ | 1.28M | -27.2% | $386.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×19 |
| 17 | Citadel Advisors ✦ | 923.47K | +159.1% | $277.81M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Millennium Management ✦ | 890.25K | +192.2% | $267.81M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 816.37K | +3.5% | $245.60M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 20 | Bank Of America Corp /De/ | 803.43K | +0.9% | $241.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 21 | JPMorgan Chase ✦ | 790.73K | -34.0% | $237.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×16 |
| 22 | Raymond James Financial Inc | 666.07K | -8.7% | $200.11M | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 23 | UBS Group AG | 653.88K | +52.5% | $196.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 24 | UBS AM, a distinct business unit of… | 591.67K | +1.7% | $177.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 25 | Markel Group ✦ | 559.95K | 0.0% | $168.45M | 1.4% | Held | 8 | SEC ↗ ×2 |
| 26 | Td Asset Management Inc | 554.13K | -12.5% | $166.70M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Northern Trust Corp | 525.45K | +1.9% | $158.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 28 | T. Rowe Price ✦ | 498.62K | +72.1% | $150.00M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 29 | American Century Companies Inc | 487.79K | +7.0% | $146.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Charles Schwab Investment… | 440.46K | +5.2% | $132.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 420.69K | -13.6% | $126.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 32 | Holocene Advisors, LP | 417.65K | +15.3% | $125.64M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 33 | Victory Capital Management Inc | 405.81K | +288.5% | $122.08M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 34 | Franklin Resources Inc | 402.01K | +148.5% | $120.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 35 | Bank of New York Mellon Corp | 383.84K | +5.0% | $115.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×17 |
| 36 | Caisse De Depot Et Placement Du… | 364.76K | +0.4% | $109.73M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 360.81K | +29.1% | $108.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 38 | Invesco Ltd. | 349.01K | -32.2% | $104.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 39 | Envestnet Asset Management Inc | 336.76K | -4.6% | $101.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Nomura Asset Management… | 328.87K | 0.0% | $98.94M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 41 | Voya Investment Management Llc | 329.27K | +4113.3% | $98.76M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Legal & General Group Plc | 287.07K | -22.1% | $86.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 43 | Ameriprise Financial Inc | 264.73K | +64.0% | $79.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 44 | Truist Financial Corp | 204.25K | -1.0% | $61.44M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | Deutsche Bank Ag\ | 167.68K | -10.9% | $50.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 46 | Sumitomo Mitsui Trust Group, Inc. | 167.53K | -5.1% | $50.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Nuveen, LLC | 165.82K | +3.9% | $49.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 48 | Stifel Financial Corp | 164.56K | -9.2% | $49.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 49 | Royal Bank Of Canada | 157.83K | -12.7% | $47.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 50 | Alyeska Investment Group, L.P. | 155.44K | New | $46.76M | 0.1% | New | 1 | SEC ↗ |
| 51 | California Public Employees… | 143.29K | -6.1% | $43.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Wellington Management ✦ | 142.14K | -4.2% | $42.76M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 53 | LPL Financial LLC | 142.12K | +5.5% | $42.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | National Pension Service | 140.55K | +11.5% | $42.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Jennison Associates Llc | 135.22K | +21.1% | $40.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Citigroup Inc | 128.60K | +29.7% | $38.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 57 | Neuberger Berman Group LLC | 127.42K | +2370.8% | $38.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Sei Investments Co | 126.77K | +13.4% | $38.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 59 | Amundi | 125.78K | -26.3% | $37.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 60 | Bamco Inc /Ny/ | 121.78K | -30.5% | $36.63M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 61 | Renaissance Technologies ✦ | 120.54K | +5.7% | $36.26M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 62 | California State Teachers… | 117.38K | -1.9% | $35.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | PFA Pension, Forsikringsaktieselskab | 114.85K | 0.0% | $34.55M | 0.1% | Held | 2 | SEC ↗ |
| 64 | Susquehanna International Group, Llp | 108.19K | +153.5% | $32.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 65 | Rhumbline Advisers | 101.06K | +0.3% | $30.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Danske Bank A/S | 99.64K | -19.9% | $29.97M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 67 | Jane Street Group, Llc | 98.61K | +2481.5% | $29.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 68 | Aberdeen Group plc | 98.44K | +1.0% | $29.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 69 | First Trust Advisors Lp | 93.55K | -5.0% | $28.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Barclays Plc | 92.60K | +4.3% | $27.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 71 | Mitsubishi UFJ Asset Management… | 85.93K | +10.2% | $25.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Ensign Peak Advisors, Inc | 72.86K | -33.7% | $21.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | State Board Of Administration Of… | 71.94K | -0.3% | $21.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Aviva Plc | 68.82K | +2.8% | $20.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Royal London Asset Management Ltd | 64.97K | +0.1% | $19.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | TD Waterhouse Canada Inc. | 67.39K | +204115.1% | $19.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 77 | Adage Capital Partners ✦ | 64.00K | +60.0% | $19.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Swedbank AB | 58.35K | -19.5% | $17.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Russell Investments Group, Ltd. | 56.63K | -4.2% | $17.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 80 | State Of Wisconsin Investment Board | 55.55K | +26.3% | $16.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Point72 Asset Management ✦ | 50.64K | +169.7% | $15.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Quantinno Capital Management LP | 46.52K | +33.1% | $13.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Bnp Paribas Financial Markets | 45.36K | +28.5% | $13.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Universal- Beteiligungs- und… | 45.28K | +6.3% | $13.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Hsbc Holdings Plc | 43.80K | -62.5% | $13.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 86 | New York State Common Retirement… | 43.64K | 0.0% | $13.13M | 0.0% | Held | 2 | SEC ↗ |
| 87 | Pictet Asset Management Holding SA | 39.83K | -10.4% | $11.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Zurcher Kantonalbank (Zurich… | 36.85K | -2.5% | $11.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | BNP Paribas Asset Management… | 34.99K | +18.8% | $10.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Mitsubishi UFJ Trust & Banking Corp | 34.43K | -3.7% | $10.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Captrust Financial Advisors | 33.17K | -9.6% | $9.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | AQR Capital Management ✦ | 32.92K | +40.4% | $9.90M | 0.0% | ▲ Add | 8 | SEC ↗ ×6 |
| 93 | Corient Private Wealth LP | 32.56K | -49.0% | $9.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 94 | Korea Investment CORP | 31.21K | -45.0% | $9.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Asset Management One Co., Ltd. | 29.58K | -2.2% | $8.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Nomura Asset Management Co Ltd | 25.76K | +0.7% | $7.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Nordea Investment Management Ab | 23.50K | +192.7% | $7.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Storebrand Asset Management As | 21.95K | -30.7% | $6.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Jones Financial Companies Lllp | 20.92K | +937.3% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 100 | Squarepoint Ops LLC | 20.46K | New | $6.15M | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Alyeska Investment Group, L.P. | $46.76M | 0.1% |
| Squarepoint Ops LLC | $6.15M | 0.0% |
Exited
| Norges Bank | $371.62M | was 0.0% |
| Third Point | $182.16M | was 2.5% |
| Bridgewater Associates | $42.25M | was 0.2% |
| D. E. Shaw & Co. | $27.95M | was 0.0% |
| Nomura Holdings Inc | $9.33M | was 0.0% |
| Marshall Wace | $3.48M | was 0.0% |
| Focus Partners Wealth | $1.50M | was 0.0% |
| Rakuten Investment… | $1.27M | was 0.0% |
| Grantham, Mayo, Van Otterloo… | $1.25M | was 0.0% |
| Walleye Trading LLC | $1.15M | was 0.0% |
| Simplex Trading, Llc | $925,784 | was 0.0% |
| Two Sigma Investments | $705,411 | 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)
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: Q1 2026 ·
Methodology ·
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