LPL Financial Holdings Inc. - LPLA
Sector:
Financial
· Industry:
Security & Commodity Brokers, Dealers, Exchanges & Services
Website:
No information yet
· Social:
No information yet
Company profile
Powered by TradingView
Quarter snapshot
Latest / Compare
Q3 2026
· Q2 2026
Value (USD)
Total reported value ($000)
$23.46B
QoQ value delta ($000)
+$152K
(+0.0%)
Implied price effect (QoQ)
+0.0%
Shares
Total shares
83,291,885
QoQ shares delta
-982
(-0.0%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
Market chart (LPLA)
Powered by TradingView
Interactive chart by
TradingView.
Top holders (Q3 2026)
Top 25 only
Full list
Partial Q3 2026 data: 9 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| BlackRock, Inc. | 1,333,189 | 4,732,991 | 0.02% |
| DODGE & COX | 1,289,722 | 4,578,679 | 0.68% |
| Boston Partners | 1,202,536 | 4,250,828 | 1.07% |
| Jupiter Topco LLC | 1,182,594 | 4,198,356 | 0.48% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,079,399 | 3,832,005 | 0.05% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,017,885 | 3,613,624 | 0.02% |
| PRINCIPAL FINANCIAL GROUP INC | 756,310 | 2,684,964 | 0.37% |
| SAMLYN CAPITAL, LLC | 677,620 | 2,405,639 | 11.03% |
| Capital World Investors | 660,051 | 2,343,266 | 0.08% |
| STATE STREET CORP | 544,836 | 1,934,239 | 0.02% |
| WCM INVESTMENT MANAGEMENT, LLC | 487,340 | 1,810,058 | 0.88% |
| GOLDMAN SACHS GROUP INC | 477,716 | 1,695,954 | 0.04% |
| GEODE CAPITAL MANAGEMENT, LLC | 422,044 | 1,502,575 | 0.02% |
| ALLIANCEBERNSTEIN L.P. | 416,877 | 1,385,759 | 0.14% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 413,826 | 1,458,759 | 0.13% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 404,076 | 1,434,522 | 1.26% |
| LONE PINE CAPITAL LLC | 343,395 | 1,219,099 | 2.1% |
| SurgoCap Partners LP | 299,487 | 1,063,218 | 9.68% |
| NORGES BANK | 297,038 | 1,054,523 | 0.03% |
| VAN ECK ASSOCIATES CORP | 295,297 | 1,048,344 | 0.18% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 290,480 | 1,031,243 | 0.88% |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 279,709 | 993,006 | 12.35% |
| FMR LLC | 276,438 | 981,391 | 0.01% |
| MARSHALL WACE, LLP | 274,814 | 975,627 | 0.22% |
| MORGAN STANLEY | 242,803 | 861,982 | 0.01% |