AI Holders Summary · Q2 2026

799 institutions reported LPLA in Q2 2026. BlackRock, Inc. leads at 9.2% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$1.3B4.7M0.02%Q2 2026 02

DODGE & COX

CIK 0000200217

$1.3B4.6M0.68%Q2 2026 03

Boston Partners

CIK 0001386060

$1.2B4.3M1.07%Q2 2026 04

Jupiter Topco LLC

CIK 0002146052

$1.2B4.2M0.48%Q2 2026 05

JANUS HENDERSON GROUP PLC

CIK 0001274173

$1.1B3.7M0.53%Q1 2026 06

Vanguard Portfolio Management

CIK 0002100121· Index

$1.1B3.8M0.05%Q2 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$1.0B3.6M0.02%Q2 2026 08

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$756M2.7M0.37%Q2 2026 09

SAMLYN CAPITAL, LLC

CIK 0001421097

$678M2.4M11.03%Q2 2026 10

Capital World Investors

CIK 0001422849

$660M2.3M0.08%Q2 2026 11

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$561M1.6M0.18%Q1 2026 12

STATE STREET CORP

CIK 0000093751

$545M1.9M0.02%Q2 2026 13

WCM INVESTMENT MANAGEMENT, LLC

CIK 0001061186

$487M1.8M0.88%Q2 2026 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$478M1.7M0.04%Q2 2026 15

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$422M1.5M0.02%Q2 2026 16

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 0000912938

$414M1.5M0.13%Q2 2026 17

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$404M1.4M1.25%Q2 2026 18

LONE PINE CAPITAL LLC

CIK 0001061165

$343M1.2M2.10%Q2 2026 19

SurgoCap Partners LP

CIK 0001960830

$299M1.1M9.68%Q2 2026 20

NORGES BANK

CIK 0001374170· Sovereign

$297M1.1M0.03%Q2 2026

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