DOSSIER · 13F Holders · Q1 2026Defensive growthQuality

LPL Financial Holdings Inc.

1 institutions still hold LPL Financial Holdings Inc. as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 52012V100·1 13F holders·last filed Mar 31, 2026
Market cap
3.6%
vs prior quarter
13F value held
$5M
50.0% inst. owned
of float
Holders
1
-113 QoQ
filers reporting
Activity
+60 / −28
+953 added · −887 reduced
this quarter
Concentration
100.00%
Knott David M Jr #1
top holder share
AI Holders Summary · Q1 2026

1 institutions reported LPL Financial Holdings Inc. in Q1 2026. Knott David M Jr leads at 100.0% of the visible book. -113 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Knott David M Jr
CIK 0001892770
$5M17K2.95%Q1 2026