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On this page, we present all of the funds holding LPL from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding LPL, with a link to that fund's top holdings. The next columns
indicate the amount of LPL stock held by each of the funds holding LPL, followed by the LPL position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 90 funds holding LPL within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley
(or by any of the other funds holding LPL), click the fund name in the "Holder" column of the funds-holding-LPL table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 5,350,398 | $25,789 | 12/31/2023 | LPL | 5,350,398 | $25,789 | 12/31/2023 | Dimensional Fund Advisors LP | 3,885,114 | $18,739 | 12/31/2023 | LPL | 3,885,114 | $18,739 | 12/31/2023 | American Century Companies Inc. | 806,540 | $3,888 | 12/31/2023 | LPL | 806,540 | $3,888 | 12/31/2023 | Rhumbline Advisers | 524,103 | $2,526 | 12/31/2023 | LPL | 524,103 | $2,526 | 12/31/2023 | State Street Corp | 443,475 | $2,138 | 12/31/2023 | LPL | 443,475 | $2,138 | 12/31/2023 | Connor Clark & Lunn Investment Management Ltd. | 285,346 | $1,375 | 12/31/2023 | LPL | 285,346 | $1,375 | 12/31/2023 | Veriti Management LLC | 273,567 | $1,319 | 12/31/2023 | LPL | 273,567 | $1,319 | 12/31/2023 | CI Private Wealth LLC | 147,238 | $710 | 12/31/2023 | LPL | 147,238 | $710 | 12/31/2023 | Vident Advisory LLC | 137,494 | $663 | 12/31/2023 | LPL | 137,494 | $663 | 12/31/2023 | BlackRock Inc. | 117,165 | $565 | 12/31/2023 | LPL | 117,165 | $565 | 12/31/2023 | Bank of America Corp DE | 105,629 | $509 | 12/31/2023 | LPL | 105,629 | $509 | 12/31/2023 | Citadel Advisors LLC | | $489 | 12/31/2023 | LPL | 106,280 | $512 | 12/31/2023 | Put | 6,000 | $29 | 12/31/2023 | Call | 1,300 | $6 | 12/31/2023 | Ethic Inc. | 101,352 | $489 | 12/31/2023 | LPL | 101,352 | $489 | 12/31/2023 | Millennium Management LLC | | $347 | 12/31/2023 | LPL | 216,244 | $1,042 | 12/31/2023 | Put | 144,100 | $695 | 12/31/2023 | Marshall Wace LLP | 66,617 | $321 | 12/31/2023 | LPL | 66,617 | $321 | 12/31/2023 | The PNC Financial Services Group Inc. | 64,533 | $311 | 12/31/2023 | LPL | 64,533 | $311 | 12/31/2023 | FMR LLC | 62,630 | $302 | 12/31/2023 | LPL | 62,630 | $302 | 12/31/2023 | Cerity Partners LLC | 61,676 | $297 | 12/31/2023 | LPL | 61,676 | $297 | 12/31/2023 | Mariner LLC | 54,721 | $264 | 12/31/2023 | LPL | 54,721 | $264 | 12/31/2023 | Two Sigma Investments LP | 53,353 | $257 | 12/31/2023 | LPL | 53,353 | $257 | 12/31/2023 | Sequoia Financial Advisors LLC | 52,277 | $252 | 12/31/2023 | LPL | 52,277 | $252 | 12/31/2023 | Northern Trust Corp | 49,531 | $239 | 12/31/2023 | LPL | 49,531 | $239 | 12/31/2023 | D. E. Shaw & Co. Inc. | 46,052 | $222 | 12/31/2023 | LPL | 46,052 | $222 | 12/31/2023 | OLD Mission Capital LLC | 44,535 | $215 | 12/31/2023 | LPL | 44,535 | $215 | 12/31/2023 | Bank of New York Mellon Corp | 41,786 | $201 | 12/31/2023 | LPL | 41,786 | $201 | 12/31/2023 | BNP Paribas Arbitrage SA | 39,547 | $191 | 12/31/2023 | LPL | 39,547 | $191 | 12/31/2023 | Point72 Asset Management L.P. | 37,800 | $182 | 12/31/2023 | LPL | 37,800 | $182 | 12/31/2023 | Goldman Sachs Group Inc. | 37,517 | $181 | 12/31/2023 | LPL | 37,517 | $181 | 12/31/2023 | JustInvest LLC | 35,010 | $169 | 12/31/2023 | LPL | 35,010 | $169 | 12/31/2023 | Pathstone Holdings LLC | 33,366 | $161 | 12/31/2023 | LPL | 33,366 | $161 | 12/31/2023 | Sivia Capital Partners LLC | 35,186 | $144 | 03/31/2024 | LPL | 35,186 | $144 | 03/31/2024 | Orion Portfolio Solutions LLC | 29,770 | $143 | 12/31/2023 | LPL | 29,770 | $143 | 12/31/2023 | Schonfeld Strategic Advisors LLC | 28,500 | $137 | 12/31/2023 | LPL | 28,500 | $137 | 12/31/2023 | Inspire Advisors LLC | 27,202 | $131 | 12/31/2023 | LPL | 27,202 | $131 | 12/31/2023 | Schechter Investment Advisors LLC | 27,110 | $131 | 12/31/2023 | LPL | 27,110 | $131 | 12/31/2023 | PDS Planning Inc | 26,043 | $126 | 12/31/2023 | LPL | 26,043 | $126 | 12/31/2023 | XTX Topco Ltd | 20,728 | $100 | 12/31/2023 | LPL | 20,728 | $100 | 12/31/2023 | Intelligence Driven Advisers LLC | 19,608 | $95 | 12/31/2023 | LPL | 19,608 | $95 | 12/31/2023 | Pinnacle Wealth Planning Services Inc. | 19,189 | $92 | 12/31/2023 | LPL | 19,189 | $92 | 12/31/2023 | MQS Management LLC | 18,371 | $89 | 12/31/2023 | LPL | 18,371 | $89 | 12/31/2023 | Two Sigma Advisers LP | 18,200 | $88 | 12/31/2023 | LPL | 18,200 | $88 | 12/31/2023 | CWM LLC | 18,073 | $74 | 03/31/2024 | LPL | 18,073 | $74 | 03/31/2024 | Ronald Blue Trust Inc. | 14,800 | $72 | 12/31/2023 | LPL | 14,800 | $72 | 12/31/2023 | Drive Wealth Management LLC | 13,390 | $65 | 12/31/2023 | LPL | 13,390 | $65 | 12/31/2023 | Virtu Financial LLC | 13,142 | $63 | 12/31/2023 | LPL | 13,142 | $63 | 12/31/2023 | Coldstream Capital Management Inc. | 12,861 | $62 | 12/31/2023 | LPL | 12,861 | $62 | 12/31/2023 | O Shaughnessy Asset Management LLC | 12,717 | $61 | 12/31/2023 | LPL | 12,717 | $61 | 12/31/2023 | QRG Capital Management Inc. | 11,666 | $56 | 12/31/2023 | LPL | 11,666 | $56 | 12/31/2023 | CAPROCK Group Inc. | 11,502 | $55 | 12/31/2023 | LPL | 11,502 | $55 | 12/31/2023 | Alera Investment Advisors LLC | 10,914 | $53 | 12/31/2023 | LPL | 10,914 | $53 | 12/31/2023 | Wealthstream Advisors Inc. | 10,999 | $53 | 12/31/2023 | LPL | 10,999 | $53 | 12/31/2023 | Yousif Capital Management LLC | 11,085 | $53 | 12/31/2023 | LPL | 11,085 | $53 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 10,748 | $49 | 12/31/2023 | LPL | 10,748 | $49 | 12/31/2023 | Xponance Inc. | 10,173 | $49 | 12/31/2023 | LPL | 10,173 | $49 | 12/31/2023 | HighTower Advisors LLC | 10,050 | $48 | 12/31/2023 | LPL | 10,050 | $48 | 12/31/2023 | Cubist Systematic Strategies LLC | 9,076 | $44 | 12/31/2023 | LPL | 9,076 | $44 | 12/31/2023 | Tower Research Capital LLC TRC | 8,984 | $43 | 12/31/2023 | LPL | 8,984 | $43 | 12/31/2023 | EverSource Wealth Advisors LLC | 6,756 | $33 | 12/31/2023 | LPL | 6,756 | $33 | 12/31/2023 | Sunbelt Securities Inc. | 7,886 | $32 | 03/31/2024 | LPL | 7,886 | $32 | 03/31/2024 | Citigroup Inc. | 6,671 | $32 | 12/31/2023 | LPL | 6,671 | $32 | 12/31/2023 | US Bancorp DE | 4,816 | $23 | 12/31/2023 | LPL | 4,816 | $23 | 12/31/2023 | Wells Fargo & Company MN | 4,505 | $22 | 12/31/2023 | LPL | 4,505 | $22 | 12/31/2023 | O Dell Group LLC | 4,554 | $22 | 12/31/2023 | LPL | 4,554 | $22 | 12/31/2023 | GAMMA Investing LLC | 5,145 | $21 | 03/31/2024 | LPL | 5,145 | $21 | 03/31/2024 | Glassman Wealth Services | 4,391 | $21 | 12/31/2023 | LPL | 4,391 | $21 | 12/31/2023 | Investors Research Corp | 4,400 | $21 | 12/31/2023 | LPL | 4,400 | $21 | 12/31/2023 | Rise Advisors LLC | 4,735 | $19 | 03/31/2024 | LPL | 4,735 | $19 | 03/31/2024 | Quadrant Capital Group LLC | 2,886 | $14 | 12/31/2023 | LPL | 2,886 | $14 | 12/31/2023 | UBS Group AG | 2,714 | $13 | 12/31/2023 | LPL | 2,714 | $13 | 12/31/2023 | Simplex Trading LLC | | $8 | 12/31/2023 | LPL | 1,660 | $8 | 12/31/2023 | Put | 100 | $0 | 12/31/2023 | Qube Research & Technologies Ltd | 1,557 | $8 | 12/31/2023 | LPL | 1,557 | $8 | 12/31/2023 | Royal Bank of Canada | 1,312 | $7 | 12/31/2023 | LPL | 1,312 | $7 | 12/31/2023 | JPMorgan Chase & Co. | 1,174 | $6 | 12/31/2023 | LPL | 1,174 | $6 | 12/31/2023 | JFS Wealth Advisors LLC | 944 | $5 | 12/31/2023 | LPL | 944 | $5 | 12/31/2023 | GWM Advisors LLC | 609 | $3 | 12/31/2023 | LPL | 609 | $3 | 12/31/2023 | Advisor Group Holdings Inc. | 374 | $2 | 12/31/2023 | LPL | 374 | $2 | 12/31/2023 | Geneos Wealth Management Inc. | 319 | $2 | 12/31/2023 | LPL | 319 | $2 | 12/31/2023 | NBC Securities Inc. | 190 | $1 | 03/31/2024 | LPL | 190 | $1 | 03/31/2024 | UMB Bank N A MO | 253 | $1 | 12/31/2023 | LPL | 253 | $1 | 12/31/2023 | Gradient Investments LLC | 197 | $1 | 12/31/2023 | LPL | 197 | $1 | 12/31/2023 | Steward Partners Investment Advisory LLC | 304 | $1 | 12/31/2023 | LPL | 304 | $1 | 12/31/2023 | Principal Securities Inc. | 28 | $0 | 12/31/2023 | LPL | 28 | $0 | 12/31/2023 | Proequities Inc. | | $0 | 12/31/2023 | LPL | 0 | $0 | 12/31/2023 | Put | 0 | $0 | 12/31/2023 | Call | 0 | $0 | 12/31/2023 | Clearstead Advisors LLC | 82 | $0 | 12/31/2023 | LPL | 82 | $0 | 12/31/2023 | Signaturefd LLC | 1 | $0 | 12/31/2023 | LPL | 1 | $0 | 12/31/2023 | Advisory Services Network LLC | 92 | $0 | 12/31/2023 | LPL | 92 | $0 | 12/31/2023 | Parallel Advisors LLC | 61 | $0 | 12/31/2023 | LPL | 61 | $0 | 12/31/2023 | Global Retirement Partners LLC | 56 | $0 | 12/31/2023 | LPL | 56 | $0 | 12/31/2023 | Bell Investment Advisors Inc | 97 | $0 | 12/31/2023 | LPL | 97 | $0 | 12/31/2023 | True Wealth Design LLC | 70 | $0 | 12/31/2023 | LPL | 70 | $0 | 12/31/2023 | Group One Trading L.P. | 500 | $-1 | 12/31/2023 | Put | 700 | $3 | 12/31/2023 | Call | 500 | $2 | 12/31/2023 |
See Summary: Institutional Holders of LPL
See Details: Top 10 Hedge Funds Holding LPL
Also See: LPL Holdings Changes
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