LPLA
Common Stock

Lpl Finl Hldgs INC

As of Jun 30, 2026 CUSIP 50212V100
Institutional Holders
778
Total Held Value
$23.15B
Total Exact Shares
82.06M
Largest Holder
BlackRock
4.73M shares • $1.33B
Reported Holders778
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 BlackRock $1.33B <0.1% -4.9% 4.73M Jun 30, 2026
2 Dodge & Cox $1.29B 0.7% +10.4% 4.58M Jun 30, 2026
3 Boston Partners $1.20B 1.1% +2.9% 4.25M Jun 30, 2026
4 Jupiter Topco $1.18B 0.5% — 4.20M Jun 30, 2026
5 Vanguard Portfolio Management $1.08B <0.1% -0.5% 3.83M Jun 30, 2026
6 Vanguard Capital Management $1.02B <0.1% +0.5% 3.61M Jun 30, 2026
7 Principal Financial Group $756.3M 0.4% +1.8% 2.68M Jun 30, 2026
8 Samlyn Capital $677.6M 11.0% +3.5% 2.41M Jun 30, 2026
9 Capital World Investors $660.1M 0.1% +1.3% 2.34M Jun 30, 2026
10 State Street $544.8M <0.1% +3.8% 1.93M Jun 30, 2026
11 WCM Investment Management $487.3M 0.9% +4.4% 1.81M Jun 30, 2026
12 Goldman Sachs Group $477.7M <0.1% +370.0% 1.70M Jun 30, 2026
13 Geode Capital Management $422.0M <0.1% -5.8% 1.50M Jun 30, 2026
14 AllianceBernstein $416.9M 0.1% -11.8% 1.39M Jun 30, 2026
15 Massachusetts Financial Services $413.8M 0.1% -62.3% 1.46M Jun 30, 2026
16 Kayne Anderson Rudnick Investment Management $404.1M 1.3% -14.6% 1.43M Jun 30, 2026
17 Lone Pine Capital $343.4M 2.1% -40.5% 1.22M Jun 30, 2026
18 SurgoCap Partners $299.5M 9.7% +4.2% 1.06M Jun 30, 2026
19 Norges Bank $297.0M <0.1% — 1.05M — Jun 30, 2026
20 Van Eck Associates $295.3M 0.2% +4.5% 1.05M Jun 30, 2026
Exited in Latest Filing74
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.