LPL Financial Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 4.97 M | $1.50 B | -0.30% | 6.21% |
| DODGE & COX | 05/14/2026 | 4.15 M | $1.25 B | 5.00% | 5.18% |
| BOSTON PARTNERS | 05/11/2026 | 4.13 M | $1.24 B | 16.37% | 5.16% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 3.87 M | $1.17 B | 4.03% | 4.83% |
| 05/08/2026 | 3.85 M | $1.16 B | 100.00% | 4.81% | |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 3.67 M | $1.10 B | 8.56% | 4.58% |
| VANGUARD CAPITAL MANAGEMENT LLC | 05/15/2026 | 3.60 M | $1.08 B | 100.00% | 4.49% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 2.64 M | $793.16 M | 36.29% | 3.29% |
| SAMLYN CAPITAL, LLC | 05/15/2026 | 2.32 M | $698.94 M | 47.12% | 2.90% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 2.31 M | $695.65 M | -36.21% | 2.89% |
| LONE PINE CAPITAL LLC | 05/15/2026 | 2.05 M | $616.69 M | -1.20% | 2.56% |
| STATE STREET CORP | 05/15/2026 | 1.86 M | $560.53 M | 1.09% | 2.33% |
| WCM INVESTMENT MANAGEMENT, LLC | 05/07/2026 | 1.73 M | $520.63 M | 0.75% | 2.16% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 05/14/2026 | 1.68 M | $505.42 M | -26.91% | 2.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.59 M | $478.51 M | 2.57% | 1.99% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 1.57 M | $561.47 M | 31.07% | 1.96% |
| FMR LLC | 05/15/2026 | 1.30 M | $390.38 M | 95.15% | 1.62% |
| MORGAN STANLEY | 05/15/2026 | 1.28 M | $386.17 M | -27.20% | 1.60% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 05/13/2026 | 1.09 M | $328.93 M | -13.31% | 1.36% |
| SURGOCAP PARTNERS LP | 05/15/2026 | 1.02 M | $307.10 M | 2.60% | 1.27% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 1.00 M | $301.73 M | 103.12% | 1.25% |
| CITADEL ADVISORS LLC | 05/15/2026 | 923.47 K | $277.81 M | 159.08% | 1.15% |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 05/15/2026 | 893.01 K | $268.64 M | 14.05% | 1.11% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 890.25 K | $267.81 M | 192.16% | 1.11% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 05/11/2026 | 881.51 K | $265.18 M | 40.91% | 1.10% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 816.37 K | $245.60 M | 3.55% | 1.02% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 803.43 K | $241.70 M | 0.91% | 1.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 790.73 K | $237.36 M | -33.96% | 0.99% |
| APG ASSET MANAGEMENT N.V. | 05/13/2026 | 772.69 K | $201.74 M | 3.90% | 0.96% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 666.07 K | $200.11 M | -8.70% | 0.83% |
| UBS GROUP AG | 05/05/2026 | 653.88 K | $196.71 M | 52.51% | 0.82% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 591.67 K | $177.99 M | 1.67% | 0.74% |
| MARKEL GROUP INC. | 05/01/2026 | 559.95 K | $168.45 M | 0.00% | 0.70% |
| TD ASSET MANAGEMENT INC | 05/11/2026 | 554.13 K | $166.70 M | -12.49% | 0.69% |
| NORTHERN TRUST CORP | 05/14/2026 | 525.45 K | $158.07 M | 1.94% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 508.29 K | $152.91 M | 100.00% | 0.63% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 498.62 K | $150.00 M | 72.12% | 0.62% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 487.79 K | $146.74 M | 7.03% | 0.61% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 440.46 K | $132.50 M | 5.23% | 0.55% |
| AZORA CAPITAL LP | 05/15/2026 | 427.34 K | $128.56 M | -4.65% | 0.53% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 420.69 K | $126.56 M | -13.60% | 0.53% |
| HOLOCENE ADVISORS, LP | 05/15/2026 | 417.65 K | $125.64 M | 15.26% | 0.52% |
| EPOCH INVESTMENT PARTNERS, INC. | 05/14/2026 | 408.30 K | $122.83 M | -11.71% | 0.51% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 405.81 K | $122.08 M | 288.51% | 0.51% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 402.01 K | $120.94 M | 148.51% | 0.50% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 391.69 K | $117.83 M | -5.33% | 0.49% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 383.84 K | $115.47 M | 5.05% | 0.48% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 05/14/2026 | 364.76 K | $109.73 M | 0.36% | 0.46% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 360.81 K | $108.54 M | 29.10% | 0.45% |
| INVESCO LTD. | 05/12/2026 | 349.01 K | $104.99 M | -32.19% | 0.44% |
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LPL Financial Holdings Inc institutional Ownership - FAQ's
During the previous two years, 1064 institutional investors and hedge funds held shares of LPL Financial Holdings Inc. The most heavily invested institutionals were:
Boston Partners: 4.25 M
PRINCIPAL FINANCIAL GROUP INC: 2.68 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 1.46 M
Assenagon Asset Management S.A.: 747,086
MARKEL GROUP INC.: 559,951
TD ASSET MANAGEMENT INC: 461,374
102.84% of LPL Financial Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 108.10 M shares in the last 24 months. This purchase volume represents approximately $33.81 B in transactions.