LPL Financial Holdings Inc. (LPLA) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 772
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | WINTON GROUP Ltd#201 · 21,878 sh | 21,878 | $6.2M | 0.20% | +2011.8% |
| 202 | STOREBRAND ASSET MANAGEMENT AS#202 · 21,681 sh | 21,681 | $6.1M | 0.01% | -1.2% |
| 203 | Walleye Capital#203 · 21,524 sh | 21,524 | $6.1M | 0.02% | -21.4% |
| 204 | JONES FINANCIAL COMPANIES LLLP#204 · 22,345 sh | 22,345 | $6.0M | <0.01% | +6.8% |
| 205 | IFM Investors Pty Ltd#205 · 20,812 sh | 20,812 | $5.9M | — | +8.1% |
| 206 | Winthrop Advisory Group#206 · 19,758 sh | 19,758 | $5.6M | — | +0.5% |
| 207 | Empowered Funds#207 · 19,405 sh | 19,405 | $5.5M | 0.03% | -20.3% |
| 208 | Brevan Howard Capital Management#208 · 19,275 sh | 19,275 | $5.4M | 0.04% | +207.8% |
| 209 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#209 · 19,016 sh | 19,016 | $5.4M | 0.08% | +11.1% |
| 210 | US BANCORP \DE\#210 · 18,563 sh | 18,563 | $5.2M | <0.01% | -1.5% |
| 211 | REINHART PARTNERS#211 · 18,559 sh | 18,559 | $5.2M | — | -6.0% |
| 212 | DARK FOREST CAPITAL MANAGEMENT#212 · 18,439 sh | 18,439 | $5.2M | 0.34% | +18.5% |
| 213 | Cetera Investment Advisers#213 · 18,019 sh | 18,019 | $5.1M | <0.01% | -7.6% |
| 214 | SEB Asset Management AB#214 · 17,757 sh | 17,757 | $5.0M | 0.02% | +6.3% |
| 215 | Silvant Capital Management#215 · 17,188 sh | 17,188 | $4.8M | 0.14% | -10.8% |
| 216 | Vestmark Advisory Solutions#216 · 16,998 sh | 16,998 | $4.8M | 0.04% | -6.3% |
| 217 | PICTON MAHONEY ASSET MANAGEMENT#217 · 16,793 sh | 16,793 | $4.7M | 0.04% | -77.0% |
| 218 | BNP Paribas Asset Management Holding S.A.#218 · 16,662 sh | 16,662 | $4.7M | <0.01% | -52.4% |
| 219 | Freshford Capital Management#219 · 16,624 sh | 16,624 | $4.7M | 1.60% | New |
| 220 | DnB Asset Management AS#220 · 16,477 sh | 16,477 | $4.6M | 0.01% | 0.0% |
| 221 | OSAIC#221 · 16,124 sh | 16,124 | $4.5M | <0.01% | +12.3% |
| 222 | MML INVESTORS SERVICES#222 · 16,070 sh | 16,070 | $4.5M | <0.01% | +13.1% |
| 223 | PRIMECAP MANAGEMENT#223 · 16,000 sh | 16,000 | $4.5M | <0.01% | 0.0% |
| 224 | Eurizon Capital SGR S.p.A.#224 · 16,043 sh | 16,043 | $4.5M | 0.01% | +4.5% |
| 225 | ARGENT CAPITAL MANAGEMENT#225 · 15,938 sh | 15,938 | $4.5M | — | -44.8% |
| 226 | BLAIR WILLIAM#226 · 15,924 sh | 15,924 | $4.5M | 0.01% | -7.3% |
| 227 | Bell Asset Management Ltd#227 · 15,700 sh | 15,700 | $4.4M | — | +15.0% |
| 228 | BANK OF MONTREAL#228 · 15,429 sh | 15,429 | $4.3M | <0.01% | +4.8% |
| 229 | Daiwa Securities Group#229 · 15,337 sh | 15,337 | $4.3M | <0.01% | +11.6% |
| 230 | BRANT POINT INVESTMENT MANAGEMENT#230 · 14,987 sh | 14,987 | $4.2M | 0.52% | -16.6% |
| 231 | Creative Planning#231 · 14,847 sh | 14,847 | $4.2M | <0.01% | +32.4% |
| 232 | Janney Montgomery Scott#232 · 14,413 sh | 14,413 | $4.1M | <0.01% | -26.7% |
| 233 | United Asset Strategies#233 · 14,409 sh | 14,409 | $4.1M | 0.29% | +4.7% |
| 234 | Connor, Clark & Lunn Investment Management Ltd.#234 · 14,288 sh | 14,288 | $4.0M | <0.01% | +1048.6% |
| 235 | Kerusso Capital Management#235 · 13,940 sh | 13,940 | $3.9M | 1.43% | +23.5% |
| 236 | XPONANCE#236 · 13,798 sh | 13,798 | $3.9M | 0.02% | -27.2% |
| 237 | CIBC Bancorp USA#237 · 13,539 sh | 13,539 | $3.8M | <0.01% | +18.8% |
| 238 | COMMERCE BANK#238 · 13,172 sh | 13,172 | $3.7M | 0.02% | -5.6% |
| 239 | Sumitomo Mitsui DS Asset Management Company, Ltd#239 · 12,973 sh | 12,973 | $3.7M | — | -0.5% |
| 240 | KBC Group NV#240 · 12,835 sh | 12,835 | $3.6M | — | -0.7% |
| 241 | Squarepoint Ops#241 · 12,795 sh | 12,795 | $3.6M | <0.01% | -37.5% |
| 242 | WILEY BROS.-AINTREE CAPITAL#242 · 12,702 sh | 12,702 | $3.6M | 0.01% | -3.0% |
| 243 | Federation des caisses Desjardins du Quebec#243 · 12,618 sh | 12,618 | $3.6M | 0.01% | +12.2% |
| 244 | Atria Investments#244 · 12,538 sh | 12,538 | $3.5M | — | -12.7% |
| 245 | PensionDanmark Pensionsforsikringsaktieselskab#245 · 12,320 sh | 12,320 | $3.5M | — | +8.9% |
| 246 | HighTower Advisors#246 · 12,255 sh | 12,255 | $3.5M | <0.01% | -7.5% |
| 247 | O'SHAUGHNESSY ASSET MANAGEMENT#247 · 12,181 sh | 12,181 | $3.4M | 0.02% | -16.0% |
| 248 | Utah Retirement Systems#248 · 12,154 sh | 12,154 | $3.4M | 0.03% | -6.2% |
| 249 | Annex Advisory Services#249 · 12,128 sh | 12,128 | $3.4M | — | +10.5% |
| 250 | Financiere des Professionnels - Fonds d,investissement#250 · 12,104 sh | 12,104 | $3.4M | 0.19% | -2.8% |
| 251 | BRITISH COLUMBIA INVESTMENT MANAGEMENT#251 · 12,021 sh | 12,021 | $3.4M | 0.02% | +9.0% |
| 252 | Police & Firemen's Retirement System of New Jersey#252 · 12,011 sh | 12,011 | $3.4M | 0.03% | -2.0% |
| 253 | FIFTH THIRD BANCORP#253 · 11,770 sh | 11,770 | $3.3M | <0.01% | -22.9% |
| 254 | Gradient Investments#254 · 11,655 sh | 11,655 | $3.3M | — | +7.1% |
| 255 | Mirae Asset Global Investments , Ltd.#255 · 11,512 sh | 11,512 | $3.2M | <0.01% | -0.1% |
| 256 | NewEdge Wealth#256 · 11,476 sh | 11,476 | $3.2M | 0.03% | -11.1% |
| 257 | AIGEN INVESTMENT MANAGEMENT#257 · 11,395 sh | 11,395 | $3.2M | 0.88% | New |
| 258 | Oak Thistle#258 · 11,374 sh | 11,374 | $3.2M | — | +489.9% |
| 259 | Oliver Luxxe Assets#259 · 11,152 sh | 11,152 | $3.1M | — | +6.2% |
| 260 | Anchor Investment Management#260 · 10,962 sh | 10,962 | $3.1M | 0.23% | +0.7% |
| 261 | NISSAY ASSET MANAGEMENT /JAPAN#261 · 10,760 sh | 10,760 | $3.0M | 0.01% | +4.5% |
| 262 | Cornerstone Wealth Management#262 · 10,662 sh | 10,662 | $3.0M | 0.13% | -10.2% |
| 263 | Summit Trail Advisors#263 · 10,602 sh | 10,602 | $3.0M | 0.04% | +13.5% |
| 264 | KING LUTHER CAPITAL MANAGEMENT#264 · 10,380 sh | 10,380 | $2.9M | 0.01% | +5.9% |
| 265 | Impax Asset Management Group plc#265 · 10,143 sh | 10,143 | $2.9M | 0.02% | +4.5% |
| 266 | SG Americas Securities#266 · 10,042 sh | 10,042 | $2.8M | <0.01% | +24.7% |
| 267 | RETIREMENT CAPITAL STRATEGIES#267 · 10,041 sh | 10,041 | $2.8M | 0.98% | 0.0% |
| 268 | Segment Wealth Management#268 · 9,995 sh | 9,995 | $2.8M | — | +8.7% |
| 269 | CIBC WORLD MARKET#269 · 9,907 sh | 9,907 | $2.8M | <0.01% | +44.0% |
| 270 | Sanctuary Advisors#270 · 9,902 sh | 9,902 | $2.8M | 0.01% | -13.8% |
| 271 | CIBC Asset Management#271 · 9,766 sh | 9,766 | $2.8M | <0.01% | +131.9% |
| 272 | TUDOR INVESTMENT ET AL#272 · 9,632 sh | 9,632 | $2.7M | <0.01% | New |
| 273 | COMMONWEALTH EQUITY SERVICES#273 · 9,446 sh | 9,446 | $2.7M | <0.01% | -1.2% |
| 274 | BEACON INVESTMENT ADVISORS#274 · 9,231 sh | 9,231 | $2.6M | 0.82% | -0.6% |
| 275 | Candriam S.C.A.#275 · 9,210 sh | 9,210 | $2.6M | 0.01% | +26.3% |
| 276 | DekaBank Deutsche Girozentrale#276 · 8,718 sh | 8,718 | $2.6M | — | 0.0% |
| 277 | PNC FINANCIAL SERVICES GROUP#277 · 9,093 sh | 9,093 | $2.6M | <0.01% | +1.7% |
| 278 | WEALTH ENHANCEMENT ADVISORY SERVICES#278 · 7,969 sh | 7,969 | $2.5M | — | +5.6% |
| 279 | GREENLEAF#279 · 8,942 sh | 8,942 | $2.5M | 0.02% | -1.6% |
| 280 | OP Asset Management Ltd#280 · 8,913 sh | 8,913 | $2.5M | 0.03% | +5.7% |
| 281 | NORDEA INVESTMENT MANAGEMENT AB#281 · 8,754 sh | 8,754 | $2.5M | <0.01% | -62.8% |
| 282 | FLYNN ZITO CAPITAL MANAGEMENT#282 · 8,666 sh | 8,666 | $2.4M | 0.66% | +0.1% |
| 283 | Morningstar Investment Management#283 · 7,849 sh | 7,849 | $2.4M | 0.15% | 0.0% |
| 284 | OSTRUM ASSET MANAGEMENT#284 · 8,173 sh | 8,173 | $2.3M | 0.11% | +44.2% |
| 285 | TD Waterhouse Canada#285 · 7,753 sh | 7,753 | $2.3M | — | -88.5% |
| 286 | Avanza Fonder AB#286 · 8,043 sh | 8,043 | $2.3M | — | 0.0% |
| 287 | INTERCAPITAL#287 · 8,000 sh | 8,000 | $2.3M | 0.56% | 0.0% |
| 288 | Sterling Capital Management#288 · 7,903 sh | 7,903 | $2.2M | — | +22.5% |
| 289 | HB Wealth Management#289 · 7,775 sh | 7,775 | $2.2M | — | -0.2% |
| 290 | Gerber Kawasaki Wealth & Investment Management#290 · 7,769 sh | 7,769 | $2.2M | 0.06% | +15.9% |
| 291 | Vanguard Personalized Indexing Management#291 · 7,740 sh | 7,740 | $2.2M | 0.02% | -7.3% |
| 292 | WealthPoint Financial#292 · 7,625 sh | 7,625 | $2.1M | 1.57% | +6.1% |
| 293 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#293 · 7,604 sh | 7,604 | $2.1M | <0.01% | -48.2% |
| 294 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#294 · 7,468 sh | 7,468 | $2.1M | <0.01% | 0.0% |
| 295 | Callan Family Office#295 · 7,444 sh | 7,444 | $2.1M | 0.04% | +11.5% |
| 296 | Caldwell#296 · 7,428 sh | 7,428 | $2.1M | 0.17% | -5.2% |
| 297 | HM PAYSON#297 · 7,405 sh | 7,405 | $2.1M | 0.03% | +0.3% |
| 298 | EAGLE ROCK INVESTMENT COMPANY#298 · 7,370 sh | 7,370 | $2.1M | — | -58.8% |
| 299 | Catalyst Funds Management Pty Ltd#299 · 7,320 sh | 7,320 | $2.1M | 0.12% | -57.1% |
| 300 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#300 · 7,289 sh | 7,289 | $2.1M | — | +3.3% |
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.