LPL Financial Holdings Inc. - LPLA
Sector:
Financial
· Industry:
Security & Commodity Brokers, Dealers, Exchanges & Services
Website:
No information yet
· Social:
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Company profile
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$29.19B
QoQ value delta ($000)
+$3.102B
(+11.89%)
Implied price effect (QoQ)
+7.35%
Shares
Total shares
81,799,412
QoQ shares delta
+3,323,535
(+4.24%)
Total shares held by funds (by quarter)
Market chart (LPLA)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| VANGUARD GROUP INC | 2,910,420 | 8,148,558 | 0.04% |
| BlackRock, Inc. | 1,781,929 | 4,989,024 | 0.03% |
| DODGE & COX | 1,410,453 | 3,948,970 | 0.76% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,328,474 | 3,719,447 | 0.43% |
| Capital World Investors | 1,294,868 | 3,625,357 | 0.18% |
| Boston Partners | 1,268,831 | 3,550,318 | 1.31% |
| JANUS HENDERSON GROUP PLC | 1,206,370 | 3,377,553 | 0.54% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 820,972 | 2,298,547 | 2.2% |
| LONE PINE CAPITAL LLC | 741,109 | 2,074,948 | 5.44% |
| PRINCIPAL FINANCIAL GROUP INC | 690,954 | 1,934,483 | 0.35% |
| STATE STREET CORP | 658,312 | 1,843,135 | 0.02% |
| MORGAN STANLEY | 629,785 | 1,763,263 | 0.04% |
| WCM INVESTMENT MANAGEMENT, LLC | 619,299 | 1,721,473 | 1.28% |
| SAMLYN CAPITAL, LLC | 564,063 | 1,579,259 | 8.99% |
| GEODE CAPITAL MANAGEMENT, LLC | 553,857 | 1,554,814 | 0.03% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 450,493 | 1,261,285 | 1.5% |
| ALLIANCEBERNSTEIN L.P. | 428,369 | 1,199,344 | 0.14% |
| JPMORGAN CHASE & CO | 427,663 | 1,197,366 | 0.03% |
| NORGES BANK | 371,615 | 1,040,445 | 0.04% |
| SurgoCap Partners LP | 355,384 | 995,000 | 9.84% |
| BANK OF AMERICA CORP /DE/ | 284,368 | 796,171 | 0.02% |
| DIMENSIONAL FUND ADVISORS LP | 281,581 | 788,342 | 0.06% |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 279,666 | 783,006 | 11.19% |
| RAYMOND JAMES FINANCIAL INC | 261,683 | 729,567 | 0.08% |
| FMR LLC | 237,510 | 664,979 | 0.01% |