LPL Financial Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 4.73 M | $1.33 B | -4.85% | 5.92% |
| DODGE & COX | 08/13/2026 | 4.58 M | $1.29 B | 10.42% | 5.73% |
| BOSTON PARTNERS | 08/04/2026 | 4.25 M | $1.20 B | 2.89% | 5.32% |
| JUPITER TOPCO LLC | 08/14/2026 | 4.20 M | $1.18 B | 100.00% | 5.25% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 3.83 M | $1.08 B | -0.52% | 4.79% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 3.61 M | $1.02 B | 0.46% | 4.52% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 2.68 M | $756.31 M | 1.84% | 3.36% |
| SAMLYN CAPITAL, LLC | 08/14/2026 | 2.41 M | $677.62 M | 3.54% | 3.01% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 2.34 M | $660.05 M | 1.33% | 2.93% |
| STATE STREET CORP | 08/07/2026 | 1.93 M | $544.84 M | 3.81% | 2.42% |
| WCM INVESTMENT MANAGEMENT, LLC | 08/13/2026 | 1.81 M | $487.34 M | 4.36% | 2.26% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.70 M | $477.72 M | 370.05% | 2.12% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.50 M | $422.04 M | -5.78% | 1.88% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 1.46 M | $413.83 M | -62.30% | 1.82% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 08/13/2026 | 1.43 M | $404.08 M | -14.62% | 1.79% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 1.39 M | $416.88 M | -11.85% | 1.73% |
| LONE PINE CAPITAL LLC | 08/14/2026 | 1.22 M | $343.40 M | -40.53% | 1.52% |
| SURGOCAP PARTNERS LP | 08/14/2026 | 1.06 M | $299.49 M | 4.15% | 1.33% |
| NORGES BANK | 08/12/2026 | 1.05 M | $297.04 M | 100.00% | 1.32% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 1.05 M | $295.30 M | 4.52% | 1.31% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 08/12/2026 | 1.03 M | $290.48 M | -5.69% | 1.29% |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 08/14/2026 | 993.01 K | $279.71 M | 11.20% | 1.24% |
| FMR LLC | 08/13/2026 | 981.39 K | $276.44 M | -24.37% | 1.23% |
| MARSHALL WACE, LLP | 08/13/2026 | 975.63 K | $274.81 M | 100.00% | 1.22% |
| MORGAN STANLEY | 08/13/2026 | 861.98 K | $242.80 M | -32.85% | 1.08% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 820.60 K | $231.07 M | 0.52% | 1.03% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 815.66 K | $229.76 M | 1.52% | 1.02% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 08/12/2026 | 793.06 K | $223.39 M | -10.03% | 0.99% |
| ASSENAGON ASSET MANAGEMENT S.A. | 08/21/2026 | 747.09 K | $210.44 M | 4,435.22% | 0.93% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 645.37 K | $181.79 M | -3.11% | 0.81% |
| CITADEL ADVISORS LLC | 09/02/2026 | 642.77 K | $181.05 M | -30.40% | 0.80% |
| JANE STREET GROUP, LLC | 08/14/2026 | 642.48 K | $180.97 M | 551.51% | 0.80% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 578.03 K | $162.82 M | -2.30% | 0.72% |
| MARKEL GROUP INC. | 07/31/2026 | 559.95 K | $157.73 M | 0.00% | 0.70% |
| UBS GROUP AG | 08/13/2026 | 540.25 K | $152.18 M | -17.38% | 0.68% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 539.92 K | $152.09 M | 8.28% | 0.68% |
| AZORA CAPITAL LP | 08/14/2026 | 525.87 K | $148.13 M | 23.06% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 510.07 K | $143.68 M | 0.35% | 0.64% |
| NORTHERN TRUST CORP | 08/13/2026 | 508.63 K | $143.27 M | -3.20% | 0.64% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 507.35 K | $142.91 M | 901.81% | 0.63% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 481.37 K | $135.59 M | 9.29% | 0.60% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 481.37 K | $135.59 M | 100.00% | 0.60% |
| HOLOCENE ADVISORS, LP | 08/14/2026 | 462.48 K | $130.27 M | 10.73% | 0.58% |
| TD ASSET MANAGEMENT INC | 08/04/2026 | 461.37 K | $129.96 M | -16.74% | 0.58% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 448.36 K | $126.29 M | 888.52% | 0.56% |
| EPOCH INVESTMENT PARTNERS, INC. | 08/13/2026 | 447.63 K | $126.09 M | 9.63% | 0.56% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 443.43 K | $124.91 M | 9.27% | 0.55% |
| APG ASSET MANAGEMENT N.V. | 08/12/2026 | 437.22 K | $107.72 M | -43.42% | 0.55% |
| CASTLE HOOK PARTNERS LP | 08/14/2026 | 406.92 K | $114.62 M | 100.00% | 0.51% |
| JPMORGAN CHASE & CO | 08/12/2026 | 392.56 K | $105.69 M | -50.35% | 0.49% |
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LPL Financial Holdings Inc institutional Ownership - FAQ's
During the previous two years, 1102 institutional investors and hedge funds held shares of LPL Financial Holdings Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 4.73 M
DODGE & COX: 4.58 M
Boston Partners: 4.25 M
Jupiter Topco LLC: 4.2 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 3.83 M
VANGUARD CAPITAL MANAGEMENT LLC: 3.61 M
104.26% of LPL Financial Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 121.38 M shares in the last 24 months. This purchase volume represents approximately $37.97 B in transactions.