LPL Financial Holdings Inc. (LPLA) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 772
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | CREDIT AGRICOLE S A#301 · 7,243 sh | 7,243 | $2.0M | <0.01% | +2.2% |
| 302 | Decatur Capital Management#302 · 7,227 sh | 7,227 | $2.0M | 0.69% | New |
| 303 | Robeco Institutional Asset Management B.V.#303 · 7,163 sh | 7,163 | $2.0M | — | +23.6% |
| 304 | Cerity Partners#304 · 6,916 sh | 6,916 | $1.9M | <0.01% | +2.7% |
| 305 | Bridgewater Associates#305 · 6,900 sh | 6,900 | $1.9M | <0.01% | New |
| 306 | Illinois Municipal Retirement Fund#306 · 6,893 sh | 6,893 | $1.9M | 0.02% | -51.7% |
| 307 | TWO SIGMA SECURITIES#307 · 6,789 sh | 6,789 | $1.9M | 0.16% | +59.4% |
| 308 | Baird Financial Group#308 · 6,767 sh | 6,767 | $1.9M | <0.01% | -6.3% |
| 309 | CGN Advisors#309 · 6,679 sh | 6,679 | $1.9M | — | +12.9% |
| 310 | Ilmarinen Mutual Pension Insurance#310 · 6,624 sh | 6,624 | $1.9M | 0.01% | 0.0% |
| 311 | MACKENZIE FINANCIAL#311 · 6,623 sh | 6,623 | $1.9M | <0.01% | +0.5% |
| 312 | Dynasty Wealth Management#312 · 6,598 sh | 6,598 | $1.9M | 0.01% | -19.0% |
| 313 | GATEWAY INVESTMENT ADVISERS#313 · 6,591 sh | 6,591 | $1.9M | — | +226.3% |
| 314 | TCW GROUP#314 · 6,419 sh | 6,419 | $1.8M | 0.01% | -36.5% |
| 315 | Gulf International Bank (UK) Ltd#315 · 6,095 sh | 6,095 | $1.7M | — | -1.6% |
| 316 | STANCE CAPITAL#316 · 6,042 sh | 6,042 | $1.7M | 0.52% | New |
| 317 | Fremen Capital Management#317 · 6,002 sh | 6,002 | $1.7M | 1.48% | -45.8% |
| 318 | JAMES INVESTMENT RESEARCH#318 · 6,002 sh | 6,002 | $1.7M | — | -3.0% |
| 319 | TD PRIVATE CLIENT WEALTH#319 · 5,967 sh | 5,967 | $1.7M | 0.03% | -14.9% |
| 320 | Mount Yale Investment Advisors#320 · 5,927 sh | 5,927 | $1.7M | 0.03% | +0.7% |
| 321 | Sterling Group Wealth Management#321 · 5,827 sh | 5,827 | $1.6M | 0.67% | -0.7% |
| 322 | OPPENHEIMER ASSET MANAGEMENT#322 · 5,685 sh | 5,685 | $1.6M | 0.02% | +17.2% |
| 323 | CRAWFORD INVESTMENT COUNSEL#323 · 5,630 sh | 5,630 | $1.6M | 0.03% | +9.7% |
| 324 | Saudi Central Bank#324 · 5,613 sh | 5,613 | $1.6M | 0.02% | +90.0% |
| 325 | Storgate#325 · 5,586 sh | 5,586 | $1.6M | 0.33% | +242.7% |
| 326 | BESSEMER GROUP#326 · 5,452 sh | 5,452 | $1.5M | <0.01% | +10.5% |
| 327 | Neuberger Berman Group#327 · 5,362 sh | 5,362 | $1.5M | <0.01% | -95.8% |
| 328 | D L CARLSON INVESTMENT GROUP#328 · 5,351 sh | 5,351 | $1.5M | 0.24% | +17.2% |
| 329 | Ethic#329 · 5,340 sh | 5,340 | $1.5M | 0.02% | +3.7% |
| 330 | Quantitative Investment Management#330 · 5,335 sh | 5,335 | $1.5M | 0.16% | +126.3% |
| 331 | TWINBEECH CAPITAL#331 · 5,320 sh | 5,320 | $1.5M | 0.27% | New |
| 332 | Dana Investment Advisors#332 · 5,313 sh | 5,313 | $1.5M | 0.04% | +3.1% |
| 333 | Sovereign's Capital Management#333 · 5,278 sh | 5,278 | $1.5M | 0.99% | -1.3% |
| 334 | Knollwood Investment Advisory#334 · 5,275 sh | 5,275 | $1.5M | 0.13% | 0.0% |
| 335 | Raiffeisen Bank International AG#335 · 5,384 sh | 5,384 | $1.4M | 0.02% | +113.5% |
| 336 | Investment Management of Ontario#336 · 5,102 sh | 5,102 | $1.4M | 0.02% | -11.1% |
| 337 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#337 · 5,055 sh | 5,055 | $1.4M | <0.01% | -0.1% |
| 338 | Kentucky Retirement Systems#338 · 5,030 sh | 5,030 | $1.4M | 0.04% | New |
| 339 | TOBAM#339 · 5,013 sh | 5,013 | $1.4M | 0.34% | -17.0% |
| 340 | FULTON BANK, N.A.#340 · 4,951 sh | 4,951 | $1.4M | — | -0.2% |
| 341 | BANK OF NOVA SCOTIA#341 · 4,914 sh | 4,914 | $1.4M | <0.01% | -13.9% |
| 342 | Fideuram Asset Management (Ireland) dac#342 · 4,643 sh | 4,643 | $1.4M | 0.03% | New |
| 343 | Independent Advisor Alliance#343 · 4,839 sh | 4,839 | $1.4M | 0.03% | -3.9% |
| 344 | M&T BANK#344 · 4,831 sh | 4,831 | $1.4M | <0.01% | -2.0% |
| 345 | LORD, ABBETT#345 · 4,819 sh | 4,819 | $1.4M | <0.01% | -62.1% |
| 346 | Edgestream Partners, L.P.#346 · 4,808 sh | 4,808 | $1.4M | 0.04% | New |
| 347 | Shepherd Financial Partners#347 · 4,755 sh | 4,755 | $1.3M | 0.11% | 0.0% |
| 348 | Merit Financial Group#348 · 4,730 sh | 4,730 | $1.3M | <0.01% | +2.3% |
| 349 | Rockefeller Capital Management L.P.#349 · 4,726 sh | 4,726 | $1.3M | <0.01% | -26.2% |
| 350 | NATIONAL BANK OF CANADA#350 · 4,621 sh | 4,621 | $1.3M | <0.01% | +13.3% |
| 351 | AMALGAMATED BANK#351 · 4,590 sh | 4,590 | $1.3M | — | -29.0% |
| 352 | ABN AMRO INVESTMENT SOLUTIONS#352 · 4,570 sh | 4,570 | $1.3M | — | +33.1% |
| 353 | ASSETMARK#353 · 4,512 sh | 4,512 | $1.3M | — | +30.7% |
| 354 | TOWNSQUARE CAPITAL#354 · 4,479 sh | 4,479 | $1.3M | 0.23% | +0.9% |
| 355 | Presidio Capital Management#355 · 4,478 sh | 4,478 | $1.3M | 0.32% | +0.1% |
| 356 | OMERS ADMINISTRATION#356 · 4,455 sh | 4,455 | $1.3M | <0.01% | +12.1% |
| 357 | Campbell & Investment Adviser#357 · 4,298 sh | 4,298 | $1.2M | 0.06% | -30.3% |
| 358 | Maryland State Retirement & Pension System#358 · 4,296 sh | 4,296 | $1.2M | 0.02% | +10.9% |
| 359 | TT International Asset Management LTD#359 · 3,952 sh | 3,952 | $1.2M | 0.15% | -0.9% |
| 360 | Allworth Financial#360 · 4,107 sh | 4,107 | $1.2M | <0.01% | -36.8% |
| 361 | INTECH INVESTMENT MANAGEMENT#361 · 4,055 sh | 4,055 | $1.1M | 0.01% | +17.1% |
| 362 | Vident Advisory#362 · 3,865 sh | 3,865 | $1.1M | <0.01% | -6.0% |
| 363 | ALLSTATE#363 · 3,840 sh | 3,840 | $1.1M | 0.01% | -63.3% |
| 364 | MERCER GLOBAL ADVISORS#364 · 3,835 sh | 3,835 | $1.1M | <0.01% | -27.5% |
| 365 | Allianz Asset Management GmbH#365 · 3,582 sh | 3,582 | $1.1M | <0.01% | -5.2% |
| 366 | Leelyn Smith#366 · 3,764 sh | 3,764 | $1.1M | 0.13% | 0.0% |
| 367 | Banque Cantonale Vaudoise#367 · 3,739 sh | 3,739 | $1.1M | 0.04% | -22.5% |
| 368 | Polar Asset Management Partners#368 · 3,736 sh | 3,736 | $1.1M | 0.02% | -58.1% |
| 369 | Third View Private Wealth#369 · 3,732 sh | 3,732 | $1.1M | 0.13% | -19.6% |
| 370 | Buttonwood Financial Advisors#370 · 3,685 sh | 3,685 | $1.0M | — | +40.9% |
| 371 | GSA CAPITAL PARTNERS LLP#371 · 3,658 sh | 3,658 | $1.0M | 0.07% | New |
| 372 | CHOREO#372 · 3,631 sh | 3,631 | $1.0M | 0.01% | -10.6% |
| 373 | Vise Technologies#373 · 3,626 sh | 3,626 | $1.0M | 0.01% | -16.0% |
| 374 | TOKIO MARINE ASSET MANAGEMENT LTD#374 · 3,555 sh | 3,555 | $1.0M | — | 0.0% |
| 375 | MAI Capital Management#375 · 3,552 sh | 3,552 | $1.0M | <0.01% | -0.9% |
| 376 | ARQ WEALTH ADVISORS#376 · 3,015 sh | 3,015 | $987.1K | 0.12% | -2.4% |
| 377 | Envestnet Portfolio Solutions#377 · 3,452 sh | 3,452 | $972.4K | <0.01% | +5.1% |
| 378 | QRG CAPITAL MANAGEMENT#378 · 3,445 sh | 3,445 | $970.3K | <0.01% | -4.2% |
| 379 | SHELTON WEALTH MANAGEMENT#379 · 3,436 sh | 3,436 | $967.9K | — | -6.4% |
| 380 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#380 · 3,433 sh | 3,433 | $965.1K | <0.01% | New |
| 381 | PEAK6#381 · 3,370 sh | 3,370 | $949.3K | <0.01% | +4.7% |
| 382 | LEUCADIA NATIONAL#382 · 3,256 sh | 3,256 | $917.1K | <0.01% | New |
| 383 | BI Asset Management Fondsmaeglerselskab A/S#383 · 3,252 sh | 3,252 | $916.0K | — | -52.1% |
| 384 | Diversified#384 · 3,249 sh | 3,249 | $915.2K | 0.01% | -64.3% |
| 385 | Aureus Asset Management#385 · 3,234 sh | 3,234 | $911.0K | 0.06% | 0.0% |
| 386 | Tower Research Capital (TRC)#386 · 3,131 sh | 3,131 | $881.9K | 0.02% | +6857.8% |
| 387 | GABELLI FUNDS#387 · 3,122 sh | 3,122 | $879.4K | <0.01% | +4.1% |
| 388 | FIDUCIARY#388 · 3,040 sh | 3,040 | $856.3K | <0.01% | -9.7% |
| 389 | Sequoia Financial Advisors#389 · 2,986 sh | 2,986 | $841.1K | <0.01% | -3.4% |
| 390 | Prospera Financial Services#390 · 2,939 sh | 2,939 | $827.8K | 0.01% | +3.2% |
| 391 | Steward Partners Investment Advisory#391 · 2,924 sh | 2,924 | $823.6K | <0.01% | -3.5% |
| 392 | BASSWOOD CAPITAL MANAGEMENT, L.L.C.#392 · 2,921 sh | 2,921 | $822.8K | 0.03% | -90.3% |
| 393 | E. Ohman J:or Asset Management AB#393 · 2,916 sh | 2,916 | $821.4K | — | 0.0% |
| 394 | Stenger Family Office#394 · 2,909 sh | 2,909 | $819.4K | — | -12.0% |
| 395 | Yorktown Management & Research#395 · 2,850 sh | 2,850 | $802.8K | 0.49% | +35.7% |
| 396 | BURNEY#396 · 2,817 sh | 2,817 | $793.5K | — | -25.8% |
| 397 | Integrated Wealth Concepts#397 · 2,808 sh | 2,808 | $790.9K | <0.01% | +30.2% |
| 398 | RITHOLTZ WEALTH MANAGEMENT#398 · 2,806 sh | 2,806 | $790.3K | 0.01% | -2.1% |
| 399 | Orion Porfolio Solutions#399 · 2,783 sh | 2,783 | $783.9K | <0.01% | -33.0% |
| 400 | Cambridge Investment Research Advisors#400 · 2,779 sh | 2,779 | $783.0K | <0.01% | +2.5% |
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.