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Institutional Holders of LPLA

There is a long list of 633 institutional holders of LPLA within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of LPLA by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-LPLA table below, the initial column indicates the name of each top institutional holder of LPLA, with a link to that fund's top holdings. The next columns indicate the amount of LPLA stock held by each of the institutional holders of LPLA, followed by the LPLA position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.7,046,946$1,861,803 03/31/2024
     LPLA7,046,946$1,861,803 03/31/2024
BlackRock Inc.6,077,311$1,605,626 03/31/2024
     LPLA6,077,311$1,605,626 03/31/2024
Janus Henderson Group PLC2,843,632$647,268 12/31/2023
     LPLA2,843,632$647,268 12/31/2023
FMR LLC2,799,190$637,152 12/31/2023
     LPLA2,799,190$637,152 12/31/2023
Price T Rowe Associates Inc. MD2,456,051$559,047 12/31/2023
     LPLA2,456,051$559,047 12/31/2023
Capital Research Global Investors2,208,188$502,632 12/31/2023
     LPLA2,208,188$502,632 12/31/2023
Kayne Anderson Rudnick Investment Management LLC2,193,821$499,358 12/31/2023
     LPLA2,193,821$499,358 12/31/2023
WCM Investment Management LLC1,697,064$448,364 03/31/2024
     LPLA1,697,064$448,364 03/31/2024
Lone Pine Capital LLC1,840,114$418,847 12/31/2023
     LPLA1,840,114$418,847 12/31/2023
State Street Corp1,767,737$402,372 12/31/2023
     LPLA1,767,737$402,372 12/31/2023
Clarkston Capital Partners LLC1,353,878$308,170 12/31/2023
     LPLA1,353,878$308,170 12/31/2023
Geode Capital Management LLC1,351,666$307,219 12/31/2023
     LPLA1,351,666$307,219 12/31/2023
TD Asset Management Inc.1,103,655$291,586 03/31/2024
     LPLA1,103,655$291,586 03/31/2024
Millennium Management LLC1,199,445$273,018 12/31/2023
     LPLA1,199,445$273,018 12/31/2023
Samlyn Capital LLC1,194,721$271,942 12/31/2023
     LPLA1,194,721$271,942 12/31/2023
Bank of New York Mellon Corp970,749$256,472 03/31/2024
     LPLA970,749$256,472 03/31/2024
JPMorgan Chase & Co.966,499$255,349 03/31/2024
     LPLA966,499$255,349 03/31/2024
Boston Partners1,026,721$233,744 12/31/2023
     LPLA1,026,721$233,744 12/31/2023
D. E. Shaw & Co. Inc.998,839$227,356 12/31/2023
     LPLA998,839$227,356 12/31/2023
Norges Bank880,842$200,497 12/31/2023
     LPLA880,842$200,497 12/31/2023
Dimensional Fund Advisors LP722,187$190,802 03/31/2024
     LPLA722,187$190,802 03/31/2024
Eagle Asset Management Inc.694,822$185,073 03/31/2024
     LPLA694,822$185,073 03/31/2024
Eminence Capital LP799,757$182,041 12/31/2023
     LPLA799,757$182,041 12/31/2023
Epoch Investment Partners Inc.774,297$176,245 12/31/2023
     LPLA774,297$176,245 12/31/2023
Voya Investment Management LLC748,781$170,116 12/31/2023
     LPLA748,781$170,116 12/31/2023
Darlington Partners Capital Management LP715,014$162,751 12/31/2023
     LPLA715,014$162,751 12/31/2023
Nuveen Asset Management LLC699,535$159,228 12/31/2023
     LPLA699,535$159,228 12/31/2023
Canada Pension Plan Investment Board695,536$158,318 12/31/2023
     LPLA695,536$158,318 12/31/2023
Massachusetts Financial Services Co. MA583,388$132,791 12/31/2023
     LPLA583,388$132,791 12/31/2023
SurgoCap Partners LP576,619$131,250 12/31/2023
     LPLA576,619$131,250 12/31/2023
Wells Fargo & Company MN486,155$128,442 03/31/2024
     LPLA486,155$128,442 03/31/2024
Bank of America Corp DE546,078$124,298 12/31/2023
     LPLA546,078$124,298 12/31/2023
UBS Asset Management Americas Inc.536,752$122,175 12/31/2023
     LPLA536,752$122,175 12/31/2023
First Pacific Advisors LP459,822$121,485 03/31/2024
     LPLA459,822$121,485 03/31/2024
Markel Corp454,291$120,024 03/31/2024
     LPLA454,291$120,024 03/31/2024
Morgan Stanley525,293$119,568 12/31/2023
     LPLA525,293$119,568 12/31/2023
Junto Capital Management LP514,315$117,068 12/31/2023
     LPLA514,315$117,068 12/31/2023
Fairview Capital Investment Management LLC502,281$114,329 12/31/2023
     LPLA502,281$114,329 12/31/2023
Maverick Capital Ltd.485,100$110,418 12/31/2023
     LPLA485,100$110,418 12/31/2023
Jacobs Levy Equity Management Inc.479,776$109,207 12/31/2023
     LPLA479,776$109,207 12/31/2023
ArrowMark Colorado Holdings LLC475,689$108,276 12/31/2023
     LPLA475,689$108,276 12/31/2023
Legal & General Group Plc466,877$106,271 12/31/2023
     LPLA466,877$106,271 12/31/2023
Northern Trust Corp465,958$106,061 12/31/2023
     LPLA465,958$106,061 12/31/2023
Westfield Capital Management Co. LP385,227$101,777 03/31/2024
     LPLA385,227$101,777 03/31/2024
Raymond James & Associates373,968$98,802 03/31/2024
     LPLA373,968$98,802 03/31/2024
Alliancebernstein L.P.404,491$92,070 12/31/2023
     LPLA404,491$92,070 12/31/2023
AGF Management Ltd.374,355$85,211 12/31/2023
     LPLA374,355$85,211 12/31/2023
Charles Schwab Investment Management Inc.300,525$79,399 03/31/2024
     LPLA300,525$79,399 03/31/2024
Coronation Fund Managers Ltd.298,178$78,779 03/31/2024
     LPLA298,178$78,779 03/31/2024
Allspring Global Investments Holdings LLC287,071$75,844 03/31/2024
     LPLA287,071$75,844 03/31/2024

See All: Funds Holding LPLA
See Details: Top 10 Hedge Funds Holding LPLA
Also See: LPLA Insider Buying
Also See: LPLA Holdings Changes

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