LPL Financial Holdings Inc. - LPLA
Sector:
Financial
· Industry:
Security & Commodity Brokers, Dealers, Exchanges & Services
Website:
No information yet
· Social:
No information yet
Company profile
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Quarter snapshot
Latest / Compare
Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$28.26B
QoQ value delta ($000)
-$944M
(-3.23%)
Implied price effect (QoQ)
-13.9%
Shares
Total shares
91,983,442
QoQ shares delta
+10,139,277
(+12.39%)
Total shares held by funds (by quarter)
Market chart (LPLA)
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Top holders (Q1 2026)
Top 25 only
Full list
Partial Q1 2026 data: 766 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| VANGUARD GROUP INC | 2,910,420 | 8,148,558 | 0.04% |
| BlackRock, Inc. | 1,496,405 | 4,974,255 | 0.03% |
| DODGE & COX | 1,247,405 | 4,146,547 | 0.69% |
| Boston Partners | 1,242,012 | 4,131,498 | 1.3% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,171,265 | 3,869,359 | 0.39% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,158,790 | 3,851,978 | 0.06% |
| JANUS HENDERSON GROUP PLC | 1,103,078 | 3,666,780 | 0.53% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,082,075 | 3,596,968 | 0.03% |
| PRINCIPAL FINANCIAL GROUP INC | 793,163 | 2,636,544 | 0.42% |
| SAMLYN CAPITAL, LLC | 698,936 | 2,323,360 | 11.92% |
| Capital World Investors | 695,653 | 2,312,446 | 0.09% |
| LONE PINE CAPITAL LLC | 616,691 | 2,049,967 | 4.92% |
| ALLIANCEBERNSTEIN L.P. | 561,470 | 1,571,998 | 0.18% |
| STATE STREET CORP | 560,526 | 1,863,266 | 0.02% |
| WCM INVESTMENT MANAGEMENT, LLC | 520,630 | 1,734,395 | 1.19% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 505,421 | 1,680,090 | 1.48% |
| GEODE CAPITAL MANAGEMENT, LLC | 478,507 | 1,594,750 | 0.03% |
| FMR LLC | 390,384 | 1,297,690 | 0.02% |
| MORGAN STANLEY | 386,166 | 1,283,665 | 0.02% |
| NORGES BANK | 371,615 | 1,040,445 | 0.04% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 328,929 | 1,093,406 | 1.08% |
| SurgoCap Partners LP | 307,098 | 1,020,839 | 10.25% |
| VAN ECK ASSOCIATES CORP | 301,726 | 1,002,977 | 0.23% |
| CITADEL ADVISORS LLC | 293,059 | 974,171 | 0.05% |
| MILLENNIUM MANAGEMENT LLC | 271,966 | 904,053 | 0.11% |