SAN DIEGO, CA
LPL FINANCIAL HOLDINGS INC.LPLA— Latest position per institution from SEC 13F filings
15
Institutional holders
156.22M
Total shares held
18.78B
Estimated value
7.81M
Avg. position size
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 1120927
Shares
95.19M
Value
20.58M
Filed
Dec 31, 2022
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
4.97M
Value
1.50B
Filed
Mar 31, 2026
DODGE & COX
CIK 200217
Shares
4.15M
Value
1.25B
Filed
Mar 31, 2026
BOSTON PARTNERS
CIK 1386060
Shares
4.13M
Value
1.24B
Filed
Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 912938
Shares
3.87M
Value
1.17B
Filed
Mar 31, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
3.85M
Value
1.16B
Filed
Mar 31, 2026
JANUS HENDERSON GROUP PLC
CIK 1274173
Shares
3.67M
Value
1.10B
Filed
Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
3.60M
Value
1.08B
Filed
Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC
CIK 1126328
Shares
2.64M
Value
793.16M
Filed
Mar 31, 2026
SAMLYN CAPITAL, LLC
CIK 1421097
Shares
2.32M
Value
698.94M
Filed
Mar 31, 2026
CAPITAL WORLD INVESTORS
CIK 1422849
Shares
2.31M
Value
695.65M
Filed
Mar 31, 2026
LONE PINE CAPITAL LLC
CIK 1061165
Shares
2.05M
Value
616.69M
Filed
Mar 31, 2026
STATE STREET CORP
CIK 93751
Shares
1.86M
Value
560.53M
Filed
Mar 31, 2026
WCM INVESTMENT MANAGEMENT, LLC
CIK 1061186
Shares
1.73M
Value
520.63M
Filed
Mar 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
CIK 1021223
Shares
1.68M
Value
505.42M
Filed
Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
1.59M
Value
478.51M
Filed
Mar 31, 2026
CAPITAL RESEARCH GLOBAL INVESTORS
CIK 1422848
Shares
1.58M
Value
440.47M
Filed
Jun 30, 2024
ALLIANCEBERNSTEIN L.P.
CIK 1109448
Shares
1.57M
Value
561.47M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MONETA GROUP INVESTMENT ADVISORS LLC | 1120927 | 95.19M | 20.58M | Dec 31, 2022 |
| 2 | VANGUARD GROUP INC | 102909 | 8.15M | 2.91B | Dec 31, 2025 |
| 3 | BLACKROCK FINANCE, INC. | 1364742 | 5.30M | 1.48B | Jun 30, 2024 |
| 4 | BLACKROCK, INC. | 2012383 | 4.97M | 1.50B | Mar 31, 2026 |
| 5 | DODGE & COX | 200217 | 4.15M | 1.25B | Mar 31, 2026 |
| 6 | BOSTON PARTNERS | 1386060 | 4.13M | 1.24B | Mar 31, 2026 |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 912938 | 3.87M | 1.17B | Mar 31, 2026 |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 3.85M | 1.16B | Mar 31, 2026 |
| 9 | JANUS HENDERSON GROUP PLC | 1274173 | 3.67M | 1.10B | Mar 31, 2026 |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 3.60M | 1.08B | Mar 31, 2026 |
| 11 | PRINCIPAL FINANCIAL GROUP INC | 1126328 | 2.64M | 793.16M | Mar 31, 2026 |
| 12 | SAMLYN CAPITAL, LLC | 1421097 | 2.32M | 698.94M | Mar 31, 2026 |
| 13 | CAPITAL WORLD INVESTORS | 1422849 | 2.31M | 695.65M | Mar 31, 2026 |
| 14 | LONE PINE CAPITAL LLC | 1061165 | 2.05M | 616.69M | Mar 31, 2026 |
| 15 | STATE STREET CORP | 93751 | 1.86M | 560.53M | Mar 31, 2026 |
| 16 | WCM INVESTMENT MANAGEMENT, LLC | 1061186 | 1.73M | 520.63M | Mar 31, 2026 |
| 17 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | 1.68M | 505.42M | Mar 31, 2026 |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 1.59M | 478.51M | Mar 31, 2026 |
| 19 | CAPITAL RESEARCH GLOBAL INVESTORS | 1422848 | 1.58M | 440.47M | Jun 30, 2024 |
| 20 | ALLIANCEBERNSTEIN L.P. | 1109448 | 1.57M | 561.47M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.