13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Security & Commodity Brokers, Dealers, Exchanges & ServicesBellwetherCompounder
LPLA

LPL FINL HLDGS INC

800 institutions still hold LPL FINL HLDGS INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 50212V100·Security & Commodity Brokers, Dealers, Exchanges & Services·800 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.9%
vs prior quarter
13F value held
$15.5B
69.0% inst. owned
of float
Holders
800
-103 QoQ
filers reporting
Activity
+37 / −6
+791 added · −824 reduced
this quarter
Concentration
9.67%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

800 institutions reported LPLA in Q1 2026. BlackRock, Inc. leads at 9.7% of the visible book. -103 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$1.5B5.0M0.03%Q1 202602
DODGE & COX
CIK 0000200217
$1.2B4.1M0.69%Q1 202603
Boston Partners
CIK 0001386060
$1.2B4.1M1.30%Q1 202604
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 0000912938
$1.2B3.9M0.39%Q1 202605
Vanguard Portfolio Management
CIK 0002100121· Index
$1.2B3.9M0.06%Q1 202606
JANUS HENDERSON GROUP PLC
CIK 0001274173
$1.1B3.7M0.53%Q1 202607
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$1.1B3.6M0.03%Q1 202608
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$793M2.6M0.42%Q1 202609
LONE PINE CAPITAL LLC
CIK 0001061165
$741M2.1M5.44%Q4 202510
SAMLYN CAPITAL, LLC
CIK 0001421097
$699M2.3M11.92%Q1 202611
Capital World Investors
CIK 0001422849
$696M2.3M0.09%Q1 202612
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$561M1.6M0.18%Q1 202613
STATE STREET CORP
CIK 0000093751
$561M1.9M0.02%Q1 202614
WCM INVESTMENT MANAGEMENT, LLC
CIK 0001061186
$521M1.7M1.19%Q1 202615
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
CIK 0001021223
$505M1.7M1.48%Q1 202616
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$479M1.6M0.03%Q1 202617
FMR LLC
CIK 0000315066
$390M1.3M0.02%Q1 202618
MORGAN STANLEY
CIK 0000895421
$386M1.3M0.02%Q1 202619
BARROW HANLEY MEWHINNEY & STRAUSS LLC
CIK 0000313028
$329M1.1M1.08%Q1 202620
SurgoCap Partners LP
CIK 0001960830
$307M1.0M10.25%Q1 2026
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