LPL Financial Holdings Inc. (LPLA) — Institutional Holders, Q2 2026

772 institutional investment managers reported a LPLA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $23.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← LPLA stock profile

LPLA in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

257

Trimmed

303

Sold out

Biggest buyers

GOLDMAN SACHS GROUPAdded · +1,335,148 sh+$376.1M
MARSHALL WACE, LLPNew · +975,627 sh+$274.8M
Assenagon Asset Management S.A.Added · +730,613 sh+$205.8M
JANE STREET GROUPAdded · +543,869 sh+$153.2M
Point72 Asset Management, L.P.Added · +456,702 sh+$128.6M

Biggest sellers

MASSACHUSETTS FINANCIAL SERVICESTrimmed · -2,410,600 sh-$679.0M
LONE PINE CAPITALTrimmed · -830,868 sh-$234.0M
MILLENNIUM MANAGEMENTTrimmed · -684,094 sh-$192.7M
MORGAN STANLEYTrimmed · -421,683 sh-$118.8M
JPMORGAN CHASETrimmed · -398,169 sh-$112.2M

LPLA 13F holders ranked 1–100 of 772

Institutional investors reporting a position in LPL Financial Holdings Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 4,732,991 sh	4,732,991	$1.3B	0.02%	-4.9%
2	DODGE & COX#2 · 4,578,679 sh	4,578,679	$1.3B	0.68%	+10.4%
3	Boston Partners#3 · 4,250,828 sh	4,250,828	$1.2B	1.07%	+2.9%
4	Jupiter Topco#4 · 4,198,356 sh	4,198,356	$1.2B	0.48%	—
5	VANGUARD PORTFOLIO MANAGEMENT#5 · 3,832,005 sh	3,832,005	$1.1B	0.05%	-0.5%
6	VANGUARD CAPITAL MANAGEMENT#6 · 3,613,624 sh	3,613,624	$1.0B	0.02%	+0.5%
7	PRINCIPAL FINANCIAL GROUP#7 · 2,684,964 sh	2,684,964	$756.3M	0.37%	+1.8%
8	SAMLYN CAPITAL#8 · 2,405,639 sh	2,405,639	$677.6M	11.03%	+3.5%
9	Capital World Investors#9 · 2,343,266 sh	2,343,266	$660.1M	0.08%	+1.3%
10	STATE STREET#10 · 1,934,239 sh	1,934,239	$544.8M	0.02%	+3.8%
11	WCM INVESTMENT MANAGEMENT#11 · 1,810,058 sh	1,810,058	$487.3M	0.88%	+4.4%
12	GOLDMAN SACHS GROUP#12 · 1,695,954 sh	1,695,954	$477.7M	0.04%	+370.0%
13	GEODE CAPITAL MANAGEMENT#13 · 1,502,575 sh	1,502,575	$422.0M	0.02%	-5.8%
14	ALLIANCEBERNSTEIN L.P.#14 · 1,385,759 sh	1,385,759	$416.9M	0.14%	-11.8%
15	MASSACHUSETTS FINANCIAL SERVICES#15 · 1,458,759 sh	1,458,759	$413.8M	0.13%	-62.3%
16	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#16 · 1,434,522 sh	1,434,522	$404.1M	1.25%	-14.6%
17	LONE PINE CAPITAL#17 · 1,219,099 sh	1,219,099	$343.4M	2.10%	-40.5%
18	SurgoCap Partners#18 · 1,063,218 sh	1,063,218	$299.5M	9.68%	+4.2%
19	NORGES BANK#19 · 1,054,523 sh	1,054,523	$297.0M	0.03%	—
20	VAN ECK ASSOCIATES#20 · 1,048,344 sh	1,048,344	$295.3M	0.18%	+4.5%
21	BARROW HANLEY MEWHINNEY & STRAUSS#21 · 1,031,243 sh	1,031,243	$290.5M	0.88%	-5.7%
22	DARLINGTON PARTNERS CAPITAL MANAGEMENT#22 · 993,006 sh	993,006	$279.7M	12.35%	+11.2%
23	FMR#23 · 981,391 sh	981,391	$276.4M	0.01%	-24.4%
24	MARSHALL WACE, LLP#24 · 975,627 sh	975,627	$274.8M	0.22%	New
25	MORGAN STANLEY#25 · 861,982 sh	861,982	$242.8M	0.01%	-32.8%
26	DIMENSIONAL FUND ADVISORS#26 · 820,595 sh	820,595	$231.1M	0.04%	+0.5%
27	BANK OF AMERICA#27 · 815,663 sh	815,663	$229.8M	0.01%	+1.5%
28	WESTFIELD CAPITAL MANAGEMENT#28 · 793,061 sh	793,061	$223.4M	0.73%	-10.0%
29	Assenagon Asset Management S.A.#29 · 747,086 sh	747,086	$210.4M	—	+4435.2%
30	RAYMOND JAMES FINANCIAL#30 · 645,369 sh	645,369	$181.8M	0.05%	-3.1%
31	CITADEL ADVISORS#31 · 642,765 sh	642,765	$181.1M	0.02%	-30.4%
32	JANE STREET GROUP#32 · 642,484 sh	642,484	$181.0M	0.01%	+551.5%
33	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#33 · 578,032 sh	578,032	$162.8M	0.03%	-2.3%
34	MARKEL GROUP#34 · 559,951 sh	559,951	$157.7M	1.20%	0.0%
35	UBS Group AG#35 · 540,254 sh	540,254	$152.2M	0.02%	-17.4%
36	PRICE T ROWE ASSOCIATES#36 · 539,921 sh	539,921	$152.1M	0.02%	+8.3%
37	Azora Capital#37 · 525,867 sh	525,867	$148.1M	6.24%	+23.1%
38	VANGUARD FIDUCIARY#38 · 510,067 sh	510,067	$143.7M	0.03%	+0.3%
39	NORTHERN#39 · 508,634 sh	508,634	$143.3M	0.02%	-3.2%
40	Point72 Asset Management, L.P.#40 · 507,345 sh	507,345	$142.9M	0.16%	+901.8%
41	CHARLES SCHWAB INVESTMENT MANAGEMENT#41 · 481,371 sh	481,371	$135.6M	0.02%	+9.3%
42	Holocene Advisors#42 · 462,479 sh	462,479	$130.3M	0.29%	+10.7%
43	TD ASSET MANAGEMENT#43 · 461,374 sh	461,374	$130.0M	0.11%	-16.7%
44	BNP PARIBAS FINANCIAL MARKETS#44 · 448,361 sh	448,361	$126.3M	0.04%	+888.5%
45	Epoch Investment Partners#45 · 447,634 sh	447,634	$126.1M	0.72%	+9.6%
46	VICTORY CAPITAL MANAGEMENT#46 · 443,434 sh	443,434	$124.9M	0.07%	+9.3%
47	Castle Hook Partners#47 · 406,916 sh	406,916	$114.6M	0.53%	New
48	WELLS FARGO & COMPANY#48 · 387,223 sh	387,223	$109.1M	0.02%	-8.0%
49	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#49 · 382,961 sh	382,961	$107.9M	5.69%	-2.2%
50	APG Asset Management N.V.#50 · 437,217 sh	437,217	$107.7M	0.26%	-43.4%
51	JPMORGAN CHASE#51 · 392,561 sh	392,561	$105.7M	<0.01%	-50.4%
52	Bank of New York Mellon#52 · 350,265 sh	350,265	$98.7M	0.02%	-8.7%
53	FORT WASHINGTON INVESTMENT ADVISORS#53 · 349,248 sh	349,248	$98.4M	—	+0.3%
54	Qube Research & Technologies Ltd#54 · 344,500 sh	344,500	$97.0M	0.09%	New
55	First Pacific Advisors#55 · 321,244 sh	321,244	$90.5M	1.12%	+0.2%
56	Prana Capital Management#56 · 318,896 sh	318,896	$89.8M	2.73%	+29.0%
57	ENVESTNET ASSET MANAGEMENT#57 · 290,125 sh	290,125	$81.7M	0.02%	-13.8%
58	ADAGE CAPITAL PARTNERS GP, L.L.C.#58 · 289,000 sh	289,000	$81.4M	0.11%	+351.6%
59	Legal & General Group Plc#59 · 283,459 sh	283,459	$79.8M	0.02%	-1.3%
60	AMERICAN CENTURY COMPANIES#60 · 282,638 sh	282,638	$79.6M	0.04%	-42.1%
61	SUSQUEHANNA INTERNATIONAL GROUP, LLP#61 · 252,965 sh	252,965	$71.3M	<0.01%	+133.8%
62	Coronation Fund Managers Ltd.#62 · 249,962 sh	249,962	$70.4M	2.69%	-13.9%
63	Heron Bay Capital Management#63 · 235,259 sh	235,259	$66.3M	6.00%	-5.6%
64	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#64 · 231,867 sh	231,867	$65.3M	0.09%	-36.4%
65	SCS Capital Management#65 · 213,511 sh	213,511	$60.1M	0.57%	+1308.3%
66	MILLENNIUM MANAGEMENT#66 · 206,159 sh	206,159	$58.1M	0.02%	-76.8%
67	Nuveen#67 · 205,383 sh	205,383	$57.9M	0.01%	+23.9%
68	DEUTSCHE BANK AG\#68 · 201,840 sh	201,840	$56.9M	0.02%	+20.4%
69	Capricorn Fund Managers Ltd#69 · 194,812 sh	194,812	$54.9M	4.33%	New
70	GILDER GAGNON HOWE#70 · 193,037 sh	193,037	$54.4M	0.56%	-0.9%
71	Longaeva Partners L.P.#71 · 186,650 sh	186,650	$52.6M	1.15%	New
72	Freestone Grove Partners#72 · 178,123 sh	178,123	$50.2M	0.32%	New
73	Sumitomo Mitsui#73 · 167,647 sh	167,647	$47.2M	0.03%	+0.1%
74	Amundi#74 · 164,400 sh	164,400	$46.3M	0.01%	+30.7%
75	STIFEL FINANCIAL#75 · 162,530 sh	162,530	$45.8M	0.04%	-1.2%
76	BALYASNY ASSET MANAGEMENT L.P.#76 · 161,641 sh	161,641	$45.5M	0.06%	New
77	National Pension Service#77 · 161,309 sh	161,309	$45.4M	0.03%	+14.8%
78	GOLDENTREE ASSET MANAGEMENT#78 · 155,495 sh	155,495	$43.7M	2.54%	New
79	Alyeska Investment Group, L.P.#79 · 155,023 sh	155,023	$43.7M	0.11%	-0.3%
80	VANGUARD ASSET MANAGEMENT, Ltd#80 · 153,531 sh	153,531	$43.2M	0.03%	+12.2%
81	RENAISSANCE TECHNOLOGIES#81 · 151,660 sh	151,660	$42.7M	0.06%	+25.8%
82	LPL Financial#82 · 146,208 sh	146,208	$41.2M	<0.01%	+2.9%
83	BARCLAYS PLC#83 · 143,696 sh	143,696	$40.5M	<0.01%	+55.2%
84	Hudson Bay Capital Management#84 · 138,214 sh	138,214	$38.9M	0.11%	+2.1%
85	Solel Partners#85 · 137,000 sh	137,000	$38.6M	6.56%	New
86	FRANKLIN RESOURCES#86 · 134,652 sh	134,652	$37.9M	<0.01%	-66.5%
87	BROWN BROTHERS HARRIMAN#87 · 131,278 sh	131,278	$37.0M	0.16%	-10.2%
88	DIAMOND HILL CAPITAL MANAGEMENT#88 · 129,413 sh	129,413	$36.5M	0.29%	-5.2%
89	AMERIPRISE FINANCIAL#89 · 124,822 sh	124,822	$35.2M	<0.01%	-52.8%
90	Perpetual Ltd#90 · 121,468 sh	121,468	$34.2M	—	+3.3%
91	HMI Capital#91 · 118,600 sh	118,600	$33.4M	4.69%	New
92	BAMCO#92 · 114,224 sh	114,224	$32.2M	0.05%	-6.2%
93	TORONTO DOMINION BANK#93 · 111,345 sh	111,345	$31.4M	0.04%	+927.5%
94	Schonfeld Strategic Advisors#94 · 109,073 sh	109,073	$30.7M	0.11%	+21.5%
95	Interval Partners#95 · 108,628 sh	108,628	$30.6M	0.79%	+164.4%
96	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#96 · 107,383 sh	107,383	$30.2M	0.02%	-25.1%
97	Invesco Ltd.#97 · 106,651 sh	106,651	$30.0M	<0.01%	-69.4%
98	DANSKE BANK A/S#98 · 97,361 sh	97,361	$27.4M	0.05%	-2.3%
99	SEI INVESTMENTS#99 · 97,060 sh	97,060	$27.3M	0.02%	-23.4%
100	Mitsubishi UFJ Asset Management , Ltd.#100 · 95,357 sh	95,357	$26.9M	0.01%	+11.0%

Funds that sold out of LPLA in Q2 2026 (92)

Held LPLA at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held LPLA in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
CANTILLON CAPITAL MANAGEMENT324,927 sh	324,927	$97.7M
Junto Capital Management238,515 sh	238,515	$71.8M
WESTWOOD GROUP109,442 sh	109,442	$32.9M
Ocean Park Asset Management71,531 sh	71,531	$21.5M
LYNWOOD PRICE CAPITAL MANAGEMENT59,500 sh	59,500	$17.9M
Artemis Investment Management LLP51,927 sh	51,927	$15.6M
Munich Reinsurance Stock in Munich37,605 sh	37,605	$11.3M
DONALDSON CAPITAL MANAGEMENT28,398 sh	28,398	$8.5M
1248 Management13,873 sh	13,873	$4.2M
Cinctive Capital Management13,611 sh	13,611	$4.1M
KORNITZER CAPITAL MANAGEMENT13,500 sh	13,500	$4.1M
J. Goldman8,300 sh	8,300	$2.5M
Laurion Capital Management7,000 sh	7,000	$2.1M
Jackson Wealth Management6,018 sh	6,018	$1.8M
Farringdon Capital, Ltd.5,717 sh	5,717	$1.7M
Coastal Bridge Advisors5,575 sh	5,575	$1.7M
Future Fund5,210 sh	5,210	$1.6M
Virtus Investment Advisers5,198 sh	5,198	$1.6M
South Dakota Investment Council5,147 sh	5,147	$1.5M
PARADIGM ASSET MANAGEMENT4,500 sh	4,500	$1.4M
ASR Vermogensbeheer N.V.4,251 sh	4,251	$1.3M
AG2R LA MONDIALE GESTION D'ACTIFS4,043 sh	4,043	$1.2M
SkyView Investment Advisors3,384 sh	3,384	$1.0M
Twin Tree Management3,171 sh	3,171	$953.9K
FEDERATED HERMES3,067 sh	3,067	$922.6K
Greenland Capital Management2,600 sh	2,600	$782.2K
Northwest & Ethical Investments L.P.2,595 sh	2,595	$764.1K
Matrix2,093 sh	2,093	$630.0K
Triad Wealth Partners2,011 sh	2,011	$605.0K
Sowell Financial Services1,941 sh	1,941	$583.9K
POTENTIA WEALTH1,580 sh	1,580	$475.3K
DRW Securities1,330 sh	1,330	$400.1K
CANADA PENSION PLAN INVESTMENT BOARD1,320 sh	1,320	$397.1K
Prossimo Advisors1,300 sh	1,300	$391.1K
TEACHER RETIREMENT SYSTEM OF TEXAS1,194 sh	1,194	$359.2K
denkapparat Operations GmbH1,118 sh	1,118	$336.3K
Impact Investors1,042 sh	1,042	$313.4K
Heritage Family Offices, LLP1,031 sh	1,031	$310.3K
Valeo Financial Advisors897 sh	897	$269.8K
Equitable695 sh	695	$248.2K
Texas Capital Bank Wealth Management Services786 sh	786	$236.5K
Metis Global Partners766 sh	766	$230.4K
INTRUST BANK NA750 sh	750	$225.6K
Integrated Advisors Network712 sh	712	$214.1K
Abacus Wealth Partners711 sh	711	$213.9K
One Day In July702 sh	702	$211.2K
WoodTrust Financial702 sh	702	$211.0K
Net Worth Advisory Group695 sh	695	$209.1K
WealthCare Investment Partners680 sh	680	$204.3K
TRANSCEND WEALTH COLLECTIVE676 sh	676	$203.4K
BEESE FULMER INVESTMENT MANAGEMENT676 sh	676	$203.4K
OV Management674 sh	674	$202.8K
DRIVE WEALTH MANAGEMENT671 sh	671	$201.9K
NATURAL INVESTMENTS671 sh	671	$201.0K
PCB Capital666 sh	666	$200.2K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt642 sh	642	$193.1K
Western Wealth Management503 sh	503	$151.4K
State of Wyoming260 sh	260	$78.2K
Advisory Services Network258 sh	258	$77.7K
Park Place Capital133 sh	133	$40.0K
Chung Wu Investment Group100 sh	100	$30.1K
Opal Wealth Advisors82 sh	82	$24.7K
EXCHANGE TRADED CONCEPTS82 sh	82	$24.7K
Destiny Wealth Partners50 sh	50	$15.0K
Plante Moran Financial Advisors48 sh	48	$14.4K
BEACON INVESTMENT ADVISORY SERVICES34 sh	34	$10.2K
Global X Japan , Ltd.27 sh	27	$8.1K
Basecamp Wealth Advisors19 sh	19	$5.7K
Richardson Capital Management16 sh	16	$4.8K
Philadelphia Investment Partners15 sh	15	$4.5K
Colonial Advisors15 sh	15	$4.5K
First Pacific Financial13 sh	13	$3.9K
CHILTON CAPITAL MANAGEMENT10 sh	10	$3.0K
Rachor Investment Advisory Services8 sh	8	$2.4K
Spire Wealth Management7 sh	7	$2.2K
MASECO LLP7 sh	7	$2.1K
United Financial Planning Group7 sh	7	$2.1K
First Eagle Investment Management6 sh	6	$1.8K
Raleigh Capital Management6 sh	6	$1.8K
Abound Wealth Management6 sh	6	$1.8K
Annis Gardner Whiting Capital Advisors6 sh	6	$1.8K
Vermillion Wealth Management5 sh	5	$1.5K
Operose Advisors5 sh	5	$1.5K
Aspect Partners5 sh	5	$1.5K
TWIN PEAKS WEALTH ADVISORS4 sh	4	$1.2K
Cassaday & Wealth Management3 sh	3	$903.00
North Star Investment Management2 sh	2	$602.00
Quaker Wealth Management2 sh	2	$602.00
CURIO WEALTH2 sh	2	$602.00
Johnson Financial Group1 sh	1	$301.00
TFC Financial Management1 sh	1	$301.00
TopTier Wealth Management1 sh	1	$301.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.