LPL Financial Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 8.15 M | $2.91 B | -1.87% | 10.18% |
| BLACKROCK, INC. | 02/12/2026 | 4.99 M | $1.78 B | 0.25% | 6.23% |
| DODGE & COX | 02/13/2026 | 3.95 M | $1.41 B | 18.61% | 4.93% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 3.72 M | $1.33 B | 14.71% | 4.65% |
| CAPITAL WORLD INVESTORS | 02/11/2026 | 3.63 M | $1.29 B | 37.92% | 4.61% |
| BOSTON PARTNERS | 02/13/2026 | 3.55 M | $1.27 B | -3.24% | 4.51% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 3.38 M | $1.21 B | 9.05% | 4.22% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/13/2026 | 2.30 M | $820.97 M | -7.41% | 2.87% |
| LONE PINE CAPITAL LLC | 02/17/2026 | 2.07 M | $741.11 M | -8.01% | 2.59% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 1.93 M | $690.95 M | -1.80% | 2.42% |
| STATE STREET CORP | 02/13/2026 | 1.84 M | $658.31 M | 0.80% | 2.30% |
| MORGAN STANLEY | 02/13/2026 | 1.76 M | $629.79 M | 19.17% | 2.20% |
| WCM INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 1.72 M | $619.30 M | -1.23% | 2.19% |
| SAMLYN CAPITAL, LLC | 02/17/2026 | 1.58 M | $564.06 M | 17.29% | 1.97% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.55 M | $553.86 M | 0.75% | 1.94% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 02/11/2026 | 1.26 M | $450.49 M | 100.00% | 1.60% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 1.20 M | $428.37 M | 112.57% | 1.50% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.20 M | $427.66 M | 27.55% | 1.50% |
| NORGES BANK | 02/10/2026 | 1.04 M | $371.62 M | 100.00% | 1.32% |
| SURGOCAP PARTNERS LP | 02/17/2026 | 995.00 K | $355.38 M | 0.07% | 1.24% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 796.17 K | $284.37 M | -9.32% | 0.99% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 788.34 K | $281.58 M | -7.02% | 0.98% |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 02/17/2026 | 783.01 K | $279.67 M | -0.35% | 0.98% |
| APG ASSET MANAGEMENT N.V. | 02/12/2026 | 743.72 K | $226.18 M | -3.08% | 0.93% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 729.57 K | $261.68 M | -11.49% | 0.91% |
| FMR LLC | 02/17/2026 | 664.98 K | $237.51 M | -40.73% | 0.83% |
| TD ASSET MANAGEMENT INC | 02/10/2026 | 633.19 K | $226.16 M | -8.46% | 0.80% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 02/11/2026 | 625.56 K | $223.43 M | 8.71% | 0.80% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 581.92 K | $207.85 M | -1.28% | 0.74% |
| MARKEL GROUP INC. | 02/06/2026 | 559.95 K | $200.00 M | 1.20% | 0.70% |
| NORTHERN TRUST CORP | 02/17/2026 | 515.46 K | $184.11 M | -3.16% | 0.64% |
| INVESCO LTD. | 02/19/2026 | 514.69 K | $183.83 M | -4.59% | 0.64% |
| THIRD POINT LLC | 02/17/2026 | 510.00 K | $182.16 M | -14.16% | 0.64% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 493.79 K | $176.37 M | 6,631.94% | 0.62% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 486.93 K | $173.92 M | -13.61% | 0.61% |
| EPOCH INVESTMENT PARTNERS, INC. | 02/13/2026 | 462.45 K | $165.17 M | -4.19% | 0.58% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 455.76 K | $162.78 M | 6.58% | 0.57% |
| AZORA CAPITAL LP | 02/17/2026 | 448.19 K | $160.08 M | 26.84% | 0.56% |
| RAILWAY PENSION INVESTMENTS LTD | 02/10/2026 | 445.28 K | $159.04 M | 22.53% | 0.56% |
| EMINENCE CAPITAL, LP | 02/17/2026 | 441.85 K | $157.81 M | -24.81% | 0.55% |
| UBS GROUP AG | 01/29/2026 | 428.76 K | $153.14 M | 27.56% | 0.54% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 418.57 K | $149.50 M | 3.31% | 0.53% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 413.74 K | $147.78 M | -5.52% | 0.52% |
| FIRST PACIFIC ADVISORS, LP | 02/17/2026 | 387.41 K | $138.37 M | -12.65% | 0.48% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 368.30 K | $131.55 M | 9.82% | 0.47% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 365.38 K | $130.50 M | -19.25% | 0.46% |
| CANTILLON CAPITAL MANAGEMENT LLC | 02/11/2026 | 369.07 K | $131.82 M | 100.00% | 0.46% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 02/17/2026 | 363.46 K | $129.82 M | 16.89% | 0.45% |
| HOLOCENE ADVISORS, LP | 02/17/2026 | 362.36 K | $129.43 M | 21.24% | 0.45% |
| CITADEL ADVISORS LLC | 02/17/2026 | 356.45 K | $127.31 M | -7.26% | 0.45% |
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LPL Financial Holdings Inc institutional Ownership - FAQ's
During the previous two years, 1116 institutional investors and hedge funds held shares of LPL Financial Holdings Inc. The most heavily invested institutionals were:
PRINCIPAL FINANCIAL GROUP INC: 2.64 M
UBS Group AG: 653,883
MARKEL GROUP INC.: 559,951
Bank of New York Mellon Corp: 383,839
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/: 348,101
ENVESTNET ASSET MANAGEMENT INC: 336,764
101.61% of LPL Financial Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 108.62 M shares in the last 24 months. This purchase volume represents approximately $33.98 B in transactions.