LPL Financial Holdings Inc. LPLA
CIK 0001397911 · CUSIP 50212V100
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | VANGUARD GROUP INC CIK 102909 · View history | $2.91B 8,148,558 shares | 0.04% | -155.21K(-1.9%)Reduced | SEC filing ↗ Jan 29, 2026 | ▾ |
| 02 | BlackRock, Inc. CIK 2012383 · View history | $1.78B 4,989,024 shares | 0.03% | +12.51K(+0.3%)Added | SEC filing ↗ Feb 12, 2026 | ▾ |
| 03 | Dodge & Cox CIK 200217 · View history | $1.41B 3,948,970 shares | 0.76% | +619.72K(+18.6%)Added | SEC filing ↗ Feb 13, 2026 | ▾ |
| 04 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 912938 · View history | $1.33B 3,719,447 shares | 0.43% | +477.09K(+14.7%)Added | SEC filing ↗ Jan 22, 2026 | ▾ |
| 05 | Capital World Investors CIK 1422849 · View history | $1.29B 3,625,357 shares | 0.18% | +996.81K(+37.9%)Added | SEC filing ↗ Feb 11, 2026 | ▾ |
| 06 | Boston Partners CIK 1386060 · View history | $1.27B 3,550,318 shares | 1.31% | -119.01K(-3.2%)Reduced | SEC filing ↗ Feb 13, 2026 | ▾ |
| 07 | JANUS HENDERSON GROUP PLC CIK 1274173 · View history | $1.21B 3,377,553 shares | 0.54% | +280.20K(+9.0%)Added | SEC filing ↗ Feb 17, 2026 | ▾ |
| 08 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 1021223 · View history | $820.97M 2,298,547 shares | 2.20% | -184.07K(-7.4%)Reduced | SEC filing ↗ Feb 13, 2026 | ▾ |
| 09 | LONE PINE CAPITAL LLC CIK 1061165 · View history | $741.11M 2,074,948 shares | 5.44% | -180.77K(-8.0%)Reduced | SEC filing ↗ Feb 17, 2026 | ▾ |
| 10 | PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history | $690.95M 1,934,483 shares | 0.35% | -35.54K(-1.8%)Reduced | SEC filing ↗ Feb 2, 2026 | ▾ |
| 11 | STATE STREET CORP CIK 93751 · View history | $658.31M 1,843,135 shares | 0.02% | +14.68K(+0.8%)Added | SEC filing ↗ Feb 13, 2026 | ▾ |
| 12 | MORGAN STANLEY CIK 895421 · Amended · View history | $629.79M 1,763,263 shares | 0.04% | +283.61K(+19.2%)Added | SEC filing ↗ May 27, 2026 | ▾ |
| 13 | WCM INVESTMENT MANAGEMENT, LLC CIK 1061186 · View history | $619.30M 1,721,473 shares | 1.28% | -21.52K(-1.2%)Reduced | SEC filing ↗ Feb 9, 2026 | ▾ |
| 14 | SAMLYN CAPITAL, LLC CIK 1421097 · View history | $564.06M 1,579,259 shares | 9.00% | +232.76K(+17.3%)Added | SEC filing ↗ Feb 17, 2026 | ▾ |
| 15 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $553.86M 1,554,814 shares | 0.03% | +11.56K(+0.7%)Added | SEC filing ↗ Feb 9, 2026 | ▾ |
| 16 | BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 313028 · View history | $450.49M 1,261,285 shares | 1.50% | +1.26MNew | SEC filing ↗ Feb 11, 2026 | ▾ |
| 17 | ALLIANCEBERNSTEIN L.P. CIK 1109448 · View history | $428.37M 1,199,344 shares | 0.14% | +635.13K(+112.6%)Added | SEC filing ↗ Feb 17, 2026 | ▾ |
| 18 | JPMORGAN CHASE & CO CIK 19617 · View history | $427.66M 1,197,366 shares | 0.03% | +258.61K(+27.5%)Added | SEC filing ↗ Feb 11, 2026 | ▾ |
| 19 | NORGES BANK CIK 1374170 · View history | $371.62M 1,040,445 shares | 0.04% | +1.04MNew | SEC filing ↗ Feb 10, 2026 | ▾ |
| 20 | SurgoCap Partners LP CIK 1960830 · View history | $355.38M 995,000 shares | 9.84% | +722(+0.1%)Added | SEC filing ↗ Feb 17, 2026 | ▾ |
Showing 20 / 826 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
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