SAN DIEGO, CA
LPL FINANCIAL HOLDINGS INC.LPLA— Latest position per institution from SEC 13F filings
15
Institutional holders
62.56M
Total shares held
18.30B
Estimated value
3.13M
Avg. position size
VANGUARD GROUP INC
CIK 102909
Shares
8.15M
Value
2.91B
Filed
Dec 31, 2025
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
5.30M
Value
1.48B
Filed
Jun 30, 2024
BLACKROCK, INC.
CIK 2012383
Shares
4.73M
Value
1.33B
Filed
Jun 30, 2026
DODGE & COX
CIK 200217
Shares
4.58M
Value
1.29B
Filed
Jun 30, 2026
BOSTON PARTNERS
CIK 1386060
Shares
4.25M
Value
1.20B
Filed
Jun 30, 2026
JUPITER TOPCO LLC
CIK 2146052
Shares
4.20M
Value
1.18B
Filed
Jun 30, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
3.83M
Value
1.08B
Filed
Jun 30, 2026
JANUS HENDERSON GROUP LTD.
CIK 1274173
Shares
3.67M
Value
1.10B
Filed
Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
3.61M
Value
1.02B
Filed
Jun 30, 2026
PRINCIPAL FINANCIAL GROUP INC
CIK 1126328
Shares
2.68M
Value
756.31M
Filed
Jun 30, 2026
SAMLYN CAPITAL, LLC
CIK 1421097
Shares
2.41M
Value
677.62M
Filed
Jun 30, 2026
CAPITAL WORLD INVESTORS
CIK 1422849
Shares
2.34M
Value
660.05M
Filed
Jun 30, 2026
STATE STREET CORP
CIK 93751
Shares
1.93M
Value
544.84M
Filed
Jun 30, 2026
WCM INVESTMENT MANAGEMENT, LLC
CIK 1061186
Shares
1.81M
Value
487.34M
Filed
Jun 30, 2026
GOLDMAN SACHS GROUP INC
CIK 886982
Shares
1.70M
Value
477.72M
Filed
Jun 30, 2026
CAPITAL RESEARCH GLOBAL INVESTORS
CIK 1422848
Shares
1.58M
Value
440.47M
Filed
Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
1.50M
Value
422.04M
Filed
Jun 30, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 912938
Shares
1.46M
Value
413.83M
Filed
Jun 30, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
CIK 1021223
Shares
1.43M
Value
404.08M
Filed
Jun 30, 2026
ALLIANCEBERNSTEIN L.P.
CIK 1109448
Shares
1.39M
Value
416.88M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 102909 | 8.15M | 2.91B | Dec 31, 2025 |
| 2 | BLACKROCK FINANCE, INC. | 1364742 | 5.30M | 1.48B | Jun 30, 2024 |
| 3 | BLACKROCK, INC. | 2012383 | 4.73M | 1.33B | Jun 30, 2026 |
| 4 | DODGE & COX | 200217 | 4.58M | 1.29B | Jun 30, 2026 |
| 5 | BOSTON PARTNERS | 1386060 | 4.25M | 1.20B | Jun 30, 2026 |
| 6 | JUPITER TOPCO LLC | 2146052 | 4.20M | 1.18B | Jun 30, 2026 |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 3.83M | 1.08B | Jun 30, 2026 |
| 8 | JANUS HENDERSON GROUP LTD. | 1274173 | 3.67M | 1.10B | Mar 31, 2026 |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 3.61M | 1.02B | Jun 30, 2026 |
| 10 | PRINCIPAL FINANCIAL GROUP INC | 1126328 | 2.68M | 756.31M | Jun 30, 2026 |
| 11 | SAMLYN CAPITAL, LLC | 1421097 | 2.41M | 677.62M | Jun 30, 2026 |
| 12 | CAPITAL WORLD INVESTORS | 1422849 | 2.34M | 660.05M | Jun 30, 2026 |
| 13 | STATE STREET CORP | 93751 | 1.93M | 544.84M | Jun 30, 2026 |
| 14 | WCM INVESTMENT MANAGEMENT, LLC | 1061186 | 1.81M | 487.34M | Jun 30, 2026 |
| 15 | GOLDMAN SACHS GROUP INC | 886982 | 1.70M | 477.72M | Jun 30, 2026 |
| 16 | CAPITAL RESEARCH GLOBAL INVESTORS | 1422848 | 1.58M | 440.47M | Jun 30, 2024 |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 1.50M | 422.04M | Jun 30, 2026 |
| 18 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 912938 | 1.46M | 413.83M | Jun 30, 2026 |
| 19 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | 1.43M | 404.08M | Jun 30, 2026 |
| 20 | ALLIANCEBERNSTEIN L.P. | 1109448 | 1.39M | 416.88M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.