LPL Financial Holdings Inc. (LPLA) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
LPLA 13F holders ranked 101–200 of 772
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | DISCOVERY CAPITAL MANAGEMENT, / CT#101 · 93,500 sh | 93,500 | $26.3M | 1.09% | New |
| 102 | RHUMBLINE ADVISERS#102 · 92,497 sh | 92,497 | $26.1M | 0.02% | -8.5% |
| 103 | SummitTX Capital, L.P.#103 · 89,812 sh | 89,812 | $25.3M | 0.65% | +386.4% |
| 104 | Cander Asset Management#104 · 88,037 sh | 88,037 | $24.8M | 4.59% | -7.7% |
| 105 | Champlain Investment Partners#105 · 86,115 sh | 86,115 | $24.3M | 0.62% | -14.8% |
| 106 | Ensign Peak Advisors#106 · 86,043 sh | 86,043 | $24.2M | 0.04% | +18.1% |
| 107 | ROYAL BANK OF CANADA#107 · 84,257 sh | 84,257 | $23.7M | <0.01% | -46.6% |
| 108 | WELLINGTON MANAGEMENT GROUP LLP#108 · 77,866 sh | 77,866 | $21.9M | <0.01% | -45.2% |
| 109 | Clarkston Capital Partners#109 · 76,499 sh | 76,499 | $21.5M | 1.82% | -20.6% |
| 110 | abrdn plc#110 · 75,862 sh | 75,862 | $21.4M | 0.03% | -22.9% |
| 111 | Russell Investments Group, Ltd.#111 · 75,786 sh | 75,786 | $21.3M | 0.02% | +33.8% |
| 112 | Ceredex Value Advisors#112 · 74,269 sh | 74,269 | $20.9M | 0.59% | -44.1% |
| 113 | TRILLIUM ASSET MANAGEMENT#113 · 71,767 sh | 71,767 | $20.2M | 0.62% | -1.1% |
| 114 | NOMURA ASSET MANAGEMENT INTERNATIONAL#114 · 71,153 sh | 71,153 | $20.0M | 0.03% | -78.4% |
| 115 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#115 · 70,284 sh | 70,284 | $19.8M | 0.03% | -2.3% |
| 116 | HSBC PLC#116 · 70,358 sh | 70,358 | $19.8M | <0.01% | +60.6% |
| 117 | AVIVA PLC#117 · 69,319 sh | 69,319 | $19.5M | 0.03% | +0.7% |
| 118 | FAMILY WEALTH PARTNERS#118 · 69,073 sh | 69,073 | $19.5M | — | -3.4% |
| 119 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#119 · 66,000 sh | 66,000 | $18.6M | 0.03% | New |
| 120 | CITIGROUP#120 · 65,397 sh | 65,397 | $18.4M | <0.01% | -49.1% |
| 121 | Focus Partners Advisor Solutions#121 · 64,443 sh | 64,443 | $18.2M | 0.15% | -6.4% |
| 122 | Mawer Investment Management Ltd.#122 · 64,243 sh | 64,243 | $18.1M | 0.12% | +31.9% |
| 123 | ROYAL LONDON ASSET MANAGEMENT LTD#123 · 63,710 sh | 63,710 | $17.9M | 0.03% | -1.9% |
| 124 | Hiddenite Capital Partners#124 · 60,000 sh | 60,000 | $16.9M | 1.45% | New |
| 125 | Foster Victor Wealth Advisors#125 · 52,447 sh | 52,447 | $16.9M | — | -29.8% |
| 126 | MOORE CAPITAL MANAGEMENT#126 · 55,840 sh | 55,840 | $15.7M | 0.23% | New |
| 127 | THORNBURG INVESTMENT MANAGEMENT#127 · 54,967 sh | 54,967 | $15.5M | 0.15% | +48.5% |
| 128 | VOYA INVESTMENT MANAGEMENT#128 · 54,946 sh | 54,946 | $15.5M | 0.01% | -83.3% |
| 129 | Jain Global#129 · 54,840 sh | 54,840 | $15.4M | 0.06% | -46.3% |
| 130 | Teca Partners#130 · 54,438 sh | 54,438 | $15.3M | 13.18% | +8.7% |
| 131 | JENNISON ASSOCIATES#131 · 53,967 sh | 53,967 | $15.2M | <0.01% | -60.1% |
| 132 | STATE OF WISCONSIN INVESTMENT BOARD#132 · 50,496 sh | 50,496 | $14.2M | 0.03% | -9.1% |
| 133 | TRUIST FINANCIAL#133 · 50,282 sh | 50,282 | $14.2M | 0.02% | -75.4% |
| 134 | NATIXIS ADVISORS#134 · 47,540 sh | 47,540 | $13.4M | 0.02% | +0.6% |
| 135 | Trexquant Investment#135 · 47,198 sh | 47,198 | $13.3M | 0.08% | New |
| 136 | SCHRODER INVESTMENT MANAGEMENT GROUP#136 · 47,094 sh | 47,094 | $13.3M | <0.01% | +1573.0% |
| 137 | WINMILL#137 · 46,500 sh | 46,500 | $13.1M | 2.90% | 0.0% |
| 138 | B. Metzler seel. Sohn & AG#138 · 46,399 sh | 46,399 | $13.1M | 0.11% | -2.4% |
| 139 | Quantinno Capital Management#139 · 43,839 sh | 43,839 | $12.3M | 0.01% | -5.8% |
| 140 | Tredje AP-fonden#140 · 43,620 sh | 43,620 | $12.3M | 0.06% | +40.3% |
| 141 | WHITTIER#141 · 40,238 sh | 40,238 | $12.3M | 0.12% | -0.5% |
| 142 | Universal- Beteiligungs- und Servicegesellschaft mbH#142 · 43,562 sh | 43,562 | $12.3M | 0.02% | -3.8% |
| 143 | XTX Topco Ltd#143 · 43,116 sh | 43,116 | $12.1M | 0.16% | +150.9% |
| 144 | Woodline Partners#144 · 43,044 sh | 43,044 | $12.1M | 0.04% | +1278.7% |
| 145 | NEW YORK STATE COMMON RETIREMENT FUND#145 · 40,441 sh | 40,441 | $11.4M | 0.01% | -7.3% |
| 146 | Vanguard Investments Australia, Ltd.#146 · 40,371 sh | 40,371 | $11.4M | 0.03% | +1.8% |
| 147 | LRZ CAPITAL#147 · 39,710 sh | 39,710 | $11.2M | 5.67% | -11.7% |
| 148 | Pictet Asset Management Holding SA#148 · 39,492 sh | 39,492 | $11.1M | 0.01% | -0.8% |
| 149 | Vanguard Global Advisers#149 · 38,530 sh | 38,530 | $10.9M | <0.01% | -2.9% |
| 150 | Aquatic Capital Management#150 · 37,707 sh | 37,707 | $10.6M | 0.36% | New |
| 151 | KR Capital#151 · 37,449 sh | 37,449 | $10.5M | 1.05% | +124.8% |
| 152 | Gillson Capital#152 · 37,280 sh | 37,280 | $10.5M | 0.62% | +69.5% |
| 153 | Korea Investment#153 · 36,812 sh | 36,812 | $10.4M | 0.02% | +17.9% |
| 154 | Foyston, Gordon, & Payne#154 · 36,282 sh | 36,282 | $10.3M | 2.20% | +26.3% |
| 155 | LOGAN CAPITAL MANAGEMENT#155 · 35,802 sh | 35,802 | $10.1M | 0.38% | New |
| 156 | Mitsubishi UFJ & Banking#156 · 35,646 sh | 35,646 | $10.0M | 0.02% | +3.5% |
| 157 | Zurcher Kantonalbank (Zurich Cantonalbank)#157 · 35,397 sh | 35,397 | $10.0M | 0.02% | -4.0% |
| 158 | Man Group plc#158 · 35,153 sh | 35,153 | $9.9M | 0.02% | +197.4% |
| 159 | AQR CAPITAL MANAGEMENT#159 · 34,500 sh | 34,500 | $9.7M | <0.01% | +4.8% |
| 160 | Treasurer of the State of North Carolina#160 · 34,094 sh | 34,094 | $9.6M | 0.02% | -0.1% |
| 161 | KLP KAPITALFORVALTNING AS#161 · 33,780 sh | 33,780 | $9.5M | 0.03% | +7.9% |
| 162 | Pathstone#162 · 33,523 sh | 33,523 | $9.4M | 0.03% | -1.4% |
| 163 | Nykredit A/S#163 · 33,242 sh | 33,242 | $9.4M | 0.03% | — |
| 164 | Jump Financial#164 · 31,613 sh | 31,613 | $8.9M | 0.07% | New |
| 165 | Corient Private Wealth#165 · 30,811 sh | 30,811 | $8.7M | 0.01% | -5.4% |
| 166 | Asset Management One , Ltd.#166 · 30,179 sh | 30,179 | $8.5M | — | +2.0% |
| 167 | FJ Capital Management#167 · 29,967 sh | 29,967 | $8.4M | 1.10% | New |
| 168 | Lighthouse Investment Partners#168 · 29,300 sh | 29,300 | $8.3M | 0.23% | +163.3% |
| 169 | LBP AM SA#169 · 29,215 sh | 29,215 | $8.2M | 0.08% | -22.3% |
| 170 | KENNEDY CAPITAL MANAGEMENT#170 · 28,941 sh | 28,941 | $8.2M | 0.14% | +43.4% |
| 171 | ArrowMark Colorado#171 · 28,835 sh | 28,835 | $8.1M | 0.34% | 0.0% |
| 172 | KWB Wealth#172 · 28,751 sh | 28,751 | $8.1M | — | +0.4% |
| 173 | ICICI Prudential Asset Management Ltd#173 · 28,441 sh | 28,441 | $8.0M | 0.88% | +72.6% |
| 174 | ICON ADVISERS#174 · 28,348 sh | 28,348 | $8.0M | 1.50% | -1.4% |
| 175 | TRAN CAPITAL MANAGEMENT, L.P.#175 · 28,177 sh | 28,177 | $7.9M | — | +1424.7% |
| 176 | Private Advisor Group#176 · 28,000 sh | 28,000 | $7.9M | 0.04% | -0.7% |
| 177 | IRIDIAN ASSET MANAGEMENT#177 · 27,247 sh | 27,247 | $7.7M | — | +39.6% |
| 178 | Swedbank AB#178 · 26,561 sh | 26,561 | $7.5M | <0.01% | -54.5% |
| 179 | State of New Jersey Common Pension Fund D#179 · 26,493 sh | 26,493 | $7.5M | 0.03% | -2.9% |
| 180 | Y-Intercept (Hong Kong) Ltd#180 · 26,484 sh | 26,484 | $7.5M | — | New |
| 181 | GW&K Investment Management#181 · 26,319 sh | 26,319 | $7.4M | 0.06% | -2.8% |
| 182 | Taikang Asset Management (Hong Kong) Ltd#182 · 26,265 sh | 26,265 | $7.4M | 0.67% | +0.9% |
| 183 | Handelsbanken Fonder AB#183 · 25,861 sh | 25,861 | $7.3M | 0.02% | +14.5% |
| 184 | FIRST ADVISORS#184 · 25,722 sh | 25,722 | $7.2M | <0.01% | -72.5% |
| 185 | NOMURA ASSET MANAGEMENT LTD#185 · 25,625 sh | 25,625 | $7.2M | 0.02% | -0.5% |
| 186 | Heights Point Management#186 · 24,897 sh | 24,897 | $7.0M | 5.58% | New |
| 187 | EFG International AG#187 · 24,793 sh | 24,793 | $7.0M | 0.13% | +19.6% |
| 188 | Saraza Management#188 · 24,500 sh | 24,500 | $6.9M | 2.75% | -29.2% |
| 189 | Lansforsakringar Fondforvaltning AB (publ)#189 · 24,210 sh | 24,210 | $6.8M | 0.03% | -0.6% |
| 190 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#190 · 23,767 sh | 23,767 | $6.7M | 0.02% | -1.9% |
| 191 | CAPTRUST FINANCIAL ADVISORS#191 · 23,565 sh | 23,565 | $6.6M | 0.01% | -29.0% |
| 192 | GREAT WEST LIFE ASSURANCE#192 · 23,358 sh | 23,358 | $6.6M | 0.01% | -1.7% |
| 193 | Mn Services Vermogensbeheer B.V.#193 · 23,042 sh | 23,042 | $6.5M | — | -25.0% |
| 194 | Arizona State Retirement System#194 · 22,991 sh | 22,991 | $6.5M | 0.03% | +5.7% |
| 195 | Swiss Life Asset Management Ltd#195 · 22,931 sh | 22,931 | $6.5M | 0.03% | +62.5% |
| 196 | Resona Asset Management ,Ltd.#196 · 23,043 sh | 23,043 | $6.4M | 0.03% | -5.3% |
| 197 | Karl Kapital#197 · 22,675 sh | 22,675 | $6.4M | 3.80% | +26.0% |
| 198 | BW Gestao de Investimentos Ltda.#198 · 22,341 sh | 22,341 | $6.3M | 0.12% | New |
| 199 | WHITTIER OF NEVADA#199 · 20,373 sh | 20,373 | $6.3M | 0.12% | -2.4% |
| 200 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND#200 · 21,920 sh | 21,920 | $6.2M | — | -2.3% |
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.