| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 10% | $3,030,437,979 | 8,043,631 | The Vanguard Group | 31 Jul 2025 |
As of 30 Sep 2025, 744 institutional investors reported holding 78,564,468 shares of LPL Financial Holdings Inc. - Common Stock (LPLA). This represents 98% of the company’s total 80,036,129 outstanding shares.
The largest institutional shareholders of LPL Financial Holdings Inc. - Common Stock (LPLA) together control 66% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 10% | 8,303,768 | +4% | 0.04% | $2,762,580,577 |
| BlackRock, Inc. | 6.2% | 4,976,517 | +3% | 0.03% | $1,655,637,720 |
| Boston Partners | 4.6% | 3,669,326 | -0.28% | 1.3% | $1,220,106,369 |
| Dodge & Cox | 4.2% | 3,329,255 | +23% | 0.6% | $1,107,609,846 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.1% | 3,242,353 | +33% | 0.33% | $1,078,698,419 |
| JANUS HENDERSON GROUP PLC | 3.9% | 3,097,351 | +0.64% | 0.47% | $1,030,455,740 |
| Capital World Investors | 3.3% | 2,628,551 | +15960% | 0.12% | $874,492,632 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.1% | 2,482,615 | -2.9% | 2% | $825,941,328 |
| LONE PINE CAPITAL LLC | 2.8% | 2,255,714 | +20% | 5.5% | $750,453,491 |
| PRINCIPAL FINANCIAL GROUP INC | 2.5% | 1,970,021 | +23% | 0.33% | $655,418,202 |
| STATE STREET CORP | 2.3% | 1,828,455 | +5.9% | 0.02% | $608,308,694 |
| WCM INVESTMENT MANAGEMENT, LLC | 2.2% | 1,742,991 | +0.71% | 1.2% | $593,662,775 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 1,543,258 | -11% | 0.03% | $511,969,931 |
| MORGAN STANLEY | 1.8% | 1,479,651 | +7.7% | 0.03% | $492,266,127 |
| SAMLYN CAPITAL, LLC | 1.7% | 1,346,494 | +11% | 6.4% | $447,965,089 |
| FMR LLC | 1.4% | 1,121,923 | -54% | 0.02% | $373,252,649 |
| JENNISON ASSOCIATES LLC | 1.4% | 1,104,950 | -21% | 0.21% | $367,605,892 |
| MILLENNIUM MANAGEMENT LLC | 1.3% | 1,053,168 | +1104% | 0.28% | $350,378,462 |
| SurgoCap Partners LP | 1.2% | 994,278 | +13% | 9.4% | $330,786,348 |
| JPMORGAN CHASE & CO | 1.2% | 938,755 | -19% | 0.02% | $312,320,194 |
| BANK OF AMERICA CORP /DE/ | 1.1% | 878,032 | -8.7% | 0.02% | $292,112,557 |
| DIMENSIONAL FUND ADVISORS LP | 1.1% | 847,816 | -1.9% | 0.06% | $282,100,118 |
| RAYMOND JAMES FINANCIAL INC | 1% | 824,267 | -5.3% | 0.09% | $274,225,453 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 0.98% | 785,737 | 0% | 8.8% | $261,406,843 |
| APG Asset Management N.V. | 0.96% | 767,333 | +51% | 0.61% | $217,262,992 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 4,720,203 | $1,686,669,981 | +$218,283,461 | $357.17 | 106 |
| 2025 Q3 | 78,564,468 | $26,113,456,862 | -$506,974,155 | $332.69 | 744 |
| 2025 Q2 | 79,421,833 | $29,730,957,173 | +$1,000,191,081 | $374.97 | 790 |
| 2025 Q1 | 76,809,798 | $25,163,302,963 | +$1,867,976,563 | $327.14 | 771 |
| 2024 Q4 | 71,139,539 | $23,229,961,227 | +$46,840,638 | $326.51 | 707 |
| 2024 Q3 | 70,332,100 | $16,366,126,072 | -$262,775,416 | $232.63 | 624 |
| 2024 Q2 | 71,974,916 | $20,094,410,841 | +$45,093,637 | $279.30 | 660 |
| 2024 Q1 | 71,428,988 | $18,873,146,840 | -$39,875,444 | $264.20 | 637 |
| 2023 Q4 | 801,778 | $182,179,114 | +$6,935,215 | $227.62 | 7 |
| 2023 Q3 | 70,977,528 | $16,867,465,112 | +$33,231,743 | $237.65 | 587 |
| 2023 Q2 | 70,686,224 | $15,365,214,357 | -$848,941,877 | $217.43 | 575 |
| 2023 Q1 | 73,553,451 | $14,882,572,538 | -$447,131,456 | $202.40 | 599 |
| 2022 Q4 | 76,219,685 | $16,479,735,792 | -$529,312,386 | $216.17 | 614 |
| 2022 Q3 | 77,778,615 | $16,989,549,091 | -$583,303,979 | $218.48 | 562 |
| 2022 Q2 | 81,221,074 | $14,984,737,190 | +$651,235,300 | $184.48 | 518 |
| 2022 Q1 | 78,476,739 | $14,347,104,525 | +$247,473,724 | $182.68 | 465 |
| 2021 Q4 | 76,301,776 | $12,220,126,727 | -$409,696,510 | $160.09 | 420 |
| 2021 Q3 | 76,897,197 | $12,057,173,644 | +$142,765,581 | $156.76 | 413 |
| 2021 Q2 | 75,989,532 | $10,259,766,255 | -$159,546,250 | $134.98 | 410 |
| 2021 Q1 | 77,442,539 | $11,010,449,064 | +$245,246,099 | $142.16 | 388 |
| 2020 Q4 | 77,382,549 | $8,065,402,609 | +$93,463,391 | $104.22 | 356 |
| 2020 Q3 | 76,361,235 | $5,852,755,558 | +$5,347,308 | $76.67 | 313 |
| 2020 Q2 | 76,230,395 | $5,972,512,041 | +$188,486,409 | $78.40 | 325 |
| 2020 Q1 | 74,709,664 | $4,064,545,669 | -$209,961,801 | $54.43 | 280 |
| 2019 Q4 | 76,438,548 | $7,036,938,760 | +$9,024,724 | $92.25 | 327 |
| 2019 Q3 | 76,818,611 | $6,278,433,797 | -$146,708,081 | $81.90 | 303 |
| 2019 Q2 | 78,344,077 | $6,375,731,494 | +$127,102,203 | $81.57 | 309 |
| 2019 Q1 | 79,267,473 | $5,509,906,082 | +$1,287,421 | $69.65 | 312 |
| 2018 Q4 | 79,236,230 | $4,833,235,305 | -$125,097,356 | $61.08 | 268 |
| 2018 Q3 | 80,843,896 | $5,210,532,228 | -$178,395,296 | $64.51 | 281 |
| 2018 Q2 | 83,484,703 | $5,469,035,751 | +$109,885,458 | $65.54 | 282 |
| 2018 Q1 | 83,449,863 | $5,095,381,321 | +$3,158,534 | $61.07 | 285 |
| 2017 Q4 | 83,722,469 | $4,784,245,694 | +$51,128,405 | $57.14 | 235 |
| 2017 Q3 | 82,309,644 | $4,244,854,645 | +$75,282,560 | $51.57 | 216 |
| 2017 Q2 | 81,800,573 | $3,473,190,665 | +$353,944,689 | $42.46 | 190 |
| 2017 Q1 | 82,805,302 | $3,297,103,780 | +$102,762,153 | $39.83 | 187 |
| 2016 Q4 | 83,362,150 | $2,935,471,384 | -$422,624,778 | $35.21 | 180 |
| 2016 Q3 | 95,382,029 | $2,851,607,567 | +$62,137,318 | $29.91 | 131 |
| 2016 Q2 | 93,999,380 | $2,117,669,611 | +$8,401,686 | $22.53 | 140 |
| 2016 Q1 | 93,395,017 | $2,315,907,295 | -$412,559,281 | $24.80 | 146 |
| 2015 Q4 | 101,766,635 | $4,340,271,062 | -$123,818,004 | $42.65 | 159 |
| 2015 Q3 | 104,596,229 | $4,159,675,355 | +$36,487,972 | $39.77 | 163 |
| 2015 Q2 | 105,516,141 | $4,905,340,123 | +$386,206,141 | $46.49 | 177 |
| 2015 Q1 | 97,962,451 | $4,297,470,348 | +$277,389,224 | $43.86 | 165 |
| 2014 Q4 | 91,655,821 | $4,082,977,050 | +$12,587,936 | $44.55 | 155 |
| 2014 Q3 | 90,548,565 | $4,169,783,677 | -$27,069,665 | $46.05 | 169 |
| 2014 Q2 | 91,014,790 | $4,526,838,518 | -$5,078,921 | $49.74 | 177 |
| 2014 Q1 | 91,008,243 | $4,779,581,361 | +$13,550,898 | $52.54 | 201 |