Review the latest institutional ownership data for LPLA based on recent 13F filings. Holdings Channel tracks 768 institutional holders of LPLA across the most recent two holding periods in our 13F database.
The table below shows the top 50 institutional holders of LPLA by reported position size, including share amounts, position values, and the filing period for each holder. Holder names link to each institution’s 13F portfolio page.
LPLA institutional holders summary
- Security: LPLA
- Institutional holders tracked: 768
- Largest reported holder shown: BlackRock Inc.
- Table includes: holder name, share amount, position value, and filing period
- Source: recent institutional 13F filings
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 BlackRock Inc. | 4,732,991 | $1,333,189 | 06/30/2026 |
| LPLA | 4,732,991 | $1,333,189 | 06/30/2026 |
| Dodge & Cox | 4,578,679 | $1,289,722 | 06/30/2026 |
| COM | 4,578,679 | $1,289,722 | 06/30/2026 |
| Boston Partners | 4,250,828 | $1,202,537 | 06/30/2026 |
| COM | 4,250,828 | $1,202,537 | 06/30/2026 |
| Jupiter Topco LLC | 4,198,356 | $1,182,595 | 06/30/2026 |
| LPLA | 4,198,356 | $1,182,595 | 06/30/2026 |
 State Street Corp | $1,089,672 | 06/30/2026 | |
| LPLA | 1,934,239 | $544,836 | 06/30/2026 |
| COM | 1,934,239 | $544,836 | 06/30/2026 |
| Vanguard Portfolio Management LLC | 3,832,005 | $1,079,399 | 06/30/2026 |
| LPLA | 3,832,005 | $1,079,399 | 06/30/2026 |
| Vanguard Capital Management LLC | 3,613,624 | $1,017,886 | 06/30/2026 |
| LPLA | 3,613,624 | $1,017,886 | 06/30/2026 |
| Principal Financial Group Inc. | 2,684,964 | $756,310 | 06/30/2026 |
| COM | 2,684,964 | $756,310 | 06/30/2026 |
| Samlyn Capital LLC | 2,405,639 | $677,620 | 06/30/2026 |
| COM | 2,405,639 | $677,620 | 06/30/2026 |
| Capital World Investors | 2,343,266 | $660,051 | 06/30/2026 |
| COM | 2,343,266 | $660,051 | 06/30/2026 |
| WCM Investment Management LLC | 1,810,058 | $487,340 | 06/30/2026 |
| COM | 1,810,058 | $487,340 | 06/30/2026 |
| Goldman Sachs Group Inc. | $477,716 | 06/30/2026 | |
| CMN | 1,695,954 | $477,716 | 06/30/2026 |
| Geode Capital Management LLC | 1,502,575 | $422,044 | 06/30/2026 |
| COM | 1,502,575 | $422,044 | 06/30/2026 |
| Alliancebernstein L.P. | 1,385,759 | $416,878 | 06/30/2026 |
| COM | 1,385,759 | $416,878 | 06/30/2026 |
| Massachusetts Financial Services Co. MA | 1,458,759 | $413,827 | 06/30/2026 |
| COM | 1,458,759 | $413,827 | 06/30/2026 |
| Kayne Anderson Rudnick Investment Management LLC | $404,076 | 06/30/2026 | |
| COMMON | 1,434,522 | $404,076 | 06/30/2026 |
| Citadel Advisors LLC | $364,756 | 06/30/2026 | |
| LPLA | 642,765 | $181,054 | 06/30/2026 |
| COM | 642,765 | $181,054 | 06/30/2026 |
| Call | 24,500 | $6,901 | 06/30/2026 |
| Put | 15,100 | $4,253 | 06/30/2026 |
| Lone Pine Capital LLC | 1,219,099 | $343,396 | 06/30/2026 |
| COM | 1,219,099 | $343,396 | 06/30/2026 |
| SurgoCap Partners LP | 1,063,218 | $299,487 | 06/30/2026 |
| LPLA | 1,063,218 | $299,487 | 06/30/2026 |
| Norges Bank | 1,054,523 | $297,038 | 06/30/2026 |
| COM | 1,054,523 | $297,038 | 06/30/2026 |
| Van ECK Associates Corp | 1,048,344 | $295,298 | 06/30/2026 |
| COM | 1,048,344 | $295,298 | 06/30/2026 |
| Barrow Hanley Mewhinney & Strauss LLC | 1,031,243 | $290,481 | 06/30/2026 |
| COM | 1,031,243 | $290,481 | 06/30/2026 |
| Darlington Partners Capital Management LP | 993,006 | $279,710 | 06/30/2026 |
| LPLA | 993,006 | $279,710 | 06/30/2026 |
| FMR LLC | 981,391 | $276,438 | 06/30/2026 |
| COM | 981,391 | $276,438 | 06/30/2026 |
| Marshall Wace LLP | $274,815 | 06/30/2026 | |
| COMMON STOCK | 975,627 | $274,815 | 06/30/2026 |
| Morgan Stanley | 861,982 | $242,804 | 06/30/2026 |
| COM | 861,982 | $242,804 | 06/30/2026 |
| Dimensional Fund Advisors LP | 820,595 | $231,074 | 06/30/2026 |
| COM | 820,595 | $231,074 | 06/30/2026 |
| Bank of America Corp DE | 815,663 | $229,756 | 06/30/2026 |
| COM | 815,663 | $229,756 | 06/30/2026 |
| Westfield Capital Management Co. LP | 793,061 | $223,389 | 06/30/2026 |
| COM | 793,061 | $223,389 | 06/30/2026 |
| Assenagon Asset Management S.A. | 747,086 | $210,439 | 06/30/2026 |
| LPLA | 747,086 | $210,439 | 06/30/2026 |
| Raymond James Financial Inc. | 645,369 | $181,787 | 06/30/2026 |
| COM | 645,369 | $181,787 | 06/30/2026 |
| Jane Street Group LLC | $178,440 | 06/30/2026 | |
| LPLA | 642,484 | $180,975 | 06/30/2026 |
| Put | 36,700 | $10,338 | 06/30/2026 |
| Call | 27,700 | $7,803 | 06/30/2026 |
| Envestnet Asset Management Inc. | $163,444 | 06/30/2026 | |
| LPLA | 290,125 | $81,722 | 06/30/2026 |
| COM | 290,125 | $81,722 | 06/30/2026 |
| UBS Asset Management Americas Inc. | 578,032 | $162,820 | 06/30/2026 |
| COM | 578,032 | $162,820 | 06/30/2026 |
| Markel Corp | 559,951 | $157,727 | 06/30/2026 |
| COM | 559,951 | $157,727 | 06/30/2026 |
| UBS Group AG | 540,254 | $152,179 | 06/30/2026 |
| LPLA | 540,254 | $152,179 | 06/30/2026 |
| Price T Rowe Associates Inc. MD | $152,086 | 06/30/2026 | |
| COMM STK | 539,921 | $152,086 | 06/30/2026 |
| Azora Capital LP | 525,867 | $148,126 | 06/30/2026 |
| LPLA | 525,867 | $148,126 | 06/30/2026 |
| Vanguard Fiduciary Trust Co. | 510,067 | $143,676 | 06/30/2026 |
| COM | 510,067 | $143,676 | 06/30/2026 |
| Northern Trust Corp | 508,634 | $143,272 | 06/30/2026 |
| COM | 508,634 | $143,272 | 06/30/2026 |
| Point72 Asset Management L.P. | 507,345 | $142,909 | 06/30/2026 |
| LPLA | 507,345 | $142,909 | 06/30/2026 |
| Charles Schwab Investment Management Inc. | 481,371 | $135,593 | 06/30/2026 |
| COM | 481,371 | $135,593 | 06/30/2026 |
| Holocene Advisors LP | 462,479 | $130,271 | 06/30/2026 |
| LPLA | 462,479 | $130,271 | 06/30/2026 |
| TD Asset Management Inc. | 461,374 | $129,960 | 06/30/2026 |
| COM | 461,374 | $129,960 | 06/30/2026 |
| BNP Paribas Arbitrage SA | $126,294 | 06/30/2026 | |
| Equity | 448,361 | $126,294 | 06/30/2026 |
| Epoch Investment Partners Inc. | 447,634 | $126,090 | 06/30/2026 |
| COM | 447,634 | $126,090 | 06/30/2026 |
| Victory Capital Management Inc. | 443,434 | $124,906 | 06/30/2026 |
| COM | 443,434 | $124,906 | 06/30/2026 |
| APG Asset Management N.V. | 437,217 | $123,155 | 06/30/2026 |
| LPLA | 437,217 | $123,155 | 06/30/2026 |
| Castle Hook Partners LP | 406,916 | $114,620 | 06/30/2026 |
| LPLA | 406,916 | $114,620 | 06/30/2026 |
| Wells Fargo & Company MN | 387,223 | $109,073 | 06/30/2026 |
| COM | 387,223 | $109,073 | 06/30/2026 |
