Company · Ownership research

LPL Financial Holdings Inc. LPLA

CIK 0001397911 · CUSIP 50212V100

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 50212V100 (LPLA), not CUSIP 50212V900 (LPLA), CUSIP 50212V950 (LPLA), and does not merge CUSIPs.

This page lists the top 20 of 363 rows by value; the complete set is available through the API.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history	$685.50M 2,241,624 shares	0.35%	-443.34K(-16.50%)Reduced	SEC filing ↗ Nov 2, 2026	▾
02	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$442.80M 1,452,321 shares	0.02%	-50.25K(-3.30%)Reduced	SEC filing ↗ Nov 6, 2026	▾
03	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$245.54M 802,923 shares	0.04%	-17.67K(-2.20%)Reduced	SEC filing ↗ Nov 4, 2026	▾
04	Markel Group Inc. CIK 1096343 · View history	$173.12M 566,132 shares	1.35%	+6.18K(+1.10%)Added	SEC filing ↗ Oct 30, 2026	▾
05	Bank of New York Mellon Corp CIK 1390777 · View history	$112.55M 368,067 shares	0.02%	+17.80K(+5.10%)Added	SEC filing ↗ Nov 5, 2026	▾
06	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 1009016 · View history	$106.91M 349,606 shares	0.54%	+358(+0.10%)Added	SEC filing ↗ Oct 15, 2026	▾
07	Coronation Fund Managers Ltd. CIK 1594320 · View history	$63.15M 206,509 shares	2.43%	-43.45K(-17.40%)Reduced	SEC filing ↗ Oct 27, 2026	▾
08	DEUTSCHE BANK AG\ CIK 948046 · View history	$50.60M 165,456 shares	0.01%	-36.38K(-18.00%)Reduced	SEC filing ↗ Nov 6, 2026	▾
09	Sumitomo Mitsui Trust Group, Inc. CIK 1475365 · View history	$49.38M 161,482 shares	0.03%	-6.17K(-3.70%)Reduced	SEC filing ↗ Oct 29, 2026	▾
10	LPL Financial LLC CIK 1403438 · View history	$44.84M 146,628 shares	0.01%	+420(+0.30%)Added	SEC filing ↗ Nov 6, 2026	▾
11	Amundi CIK 1330387 · View history	$41.78M 136,641 shares	0.01%	-27.76K(-16.90%)Reduced	SEC filing ↗ Nov 6, 2026	▾
12	Perpetual Ltd CIK 1647273 · View history	$34.83M 113,892 shares	0.53%	-7.58K(-6.20%)Reduced	SEC filing ↗ Oct 13, 2026	▾
13	Mitsubishi UFJ Asset Management Co., Ltd. CIK 1466546 · View history	$30.44M 99,546 shares	0.02%	+4.19K(+4.40%)Added	SEC filing ↗ Nov 5, 2026	▾
14	BARCLAYS PLC CIK 312069 · View history	$30.14M 98,570 shares	0.01%	-45.13K(-31.40%)Reduced	SEC filing ↗ Nov 6, 2026	▾
15	Capricorn Fund Managers Ltd CIK 1901361 · View history	$26.77M 87,551 shares	2.54%	-107.26K(-55.10%)Reduced	SEC filing ↗ Nov 3, 2026	▾
16	CITIGROUP INC CIK 831001 · View history	$23.10M 75,535 shares	0.01%	+10.14K(+15.50%)Added	SEC filing ↗ Nov 4, 2026	▾
17	Russell Investments Group, Ltd. CIK 1692234 · View history	$22.97M 75,096 shares	0.02%	-690(-0.90%)Reduced	SEC filing ↗ Nov 6, 2026	▾
18	AGF MANAGEMENT LTD CIK 1003518 · View history	$22.95M 75,045 shares	0.09%	+75.05KNew	SEC filing ↗ Nov 3, 2026	▾
19	FAMILY WEALTH PARTNERS, LLC CIK 2016217 · View history	$18.73M 61,247 shares	5.66%	-7.83K(-11.30%)Reduced	SEC filing ↗ Oct 20, 2026	▾
20	Mawer Investment Management Ltd. CIK 1538449 · View history	$17.60M 57,561 shares	0.13%	-6.68K(-10.40%)Reduced	SEC filing ↗ Nov 6, 2026	▾

Showing 20 / 363 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

363

Cancelled or null records excluded

Disclosed shares

9,039,075

Not deduplicated across managers

Disclosed value

$2.72B

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

LPL Financial Holdings Inc. · Q3 2026

Explore all 363 reporting institutions.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.