LPLA · Company research
LPL Financial Holdings Inc. (LPLA): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14413 | 4060 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22334 | 6002263 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BRIDGES INVESTMENT MANAGEMENT INC | 1007295 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1658 | 467025 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| E. Ohman J:or Asset Management AB | 2009396 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2916 | 821379 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1119217 | 315261113 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Regatta Research & Money Management | 2137529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83 | 23380 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Capricorn Fund Managers Ltd | 1901361 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 194812 | 54874644 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103 | 29013 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| WINMILL & CO. INC | 52234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46500 | 13098120 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6623 | 1865567 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28941 | 8152101 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| United Community Bank | 2000314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 450 | 126756 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TOBAM | 1527488 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5013 | 1412 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Oslo Pensjonsforsikring AS | 1828808 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 948 | 267032 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4590 | 1293 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 2022427 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 1408 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Foyston, Gordon & Payne Inc | 1322853 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36282 | 10285517 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2426 | 683356 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IMA Advisory Services, Inc. | 1455495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 282 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Knott David M Jr | 1892770 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16500 | 4647720 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9632 | 2713142 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33780 | 9515150 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34308342 | 121799 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1136 | 319988 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40441 | 11391421 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 208 | 59 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DANSKE BANK A/S | 800177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 91640 | 25813155 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| ARGENT CAPITAL MANAGEMENT LLC | 1120926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15938 | 4489416 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| DARK FOREST CAPITAL MANAGEMENT LP | 1853322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18439 | 5193898 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TORONTO DOMINION BANK | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40 | 11000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Dorsey & Whitney Trust CO LLC | 1384042 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 636 | 179148 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Golden State Wealth Management, LLC | 1776033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 724 | 203936 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Pettee Investors, Inc. | 1596901 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1490 | 419703 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7468 | 2104 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1267 | 356885 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| First Command Advisory Services, Inc. | 1727336 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85 | 23943 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1217541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129413 | 36453054 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Hamilton Capital Partners Inc. | 2141005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1608 | 452941 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vision Retirement, LLC | 2069023 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1043 | 293792 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| PRIVATE TRUST CO NA | 1277557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 3662 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16477 | 4641241 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Catalyst Funds Management Pty Ltd | 1896150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7320 | 2061898 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Graney & King, LLC | 2051568 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 385 | 108532 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Gulf International Bank (UK) Ltd | 1598697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6095 | 1716 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| IAG Wealth Partners, LLC | 1827261 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84 | 23580 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26374 | 7429193 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Archer Investment Corp | 1803804 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 779 | 219312 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MOODY LYNN LIEBERSON & WALKER, LLC | 938592 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1200 | 338016 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 5634 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Raiffeisen Bank International AG | 2044885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5384 | 1449589 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Legato Capital Management LLC | 1442641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 849 | 239146 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 195417 | 55045061 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| EMERALD ADVISERS, LLC | 1015083 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1672 | 470969 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Synergy Investment Management, LLC | 2053786 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 1013 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26319 | 7414 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Saudi Central Bank | 1918181 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5613 | 1581070 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4544 | 1280058 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WEDBUSH SECURITIES INC | 1142495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 902 | 254 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55244 | 15561130 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61 | 17 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4298 | 1210661 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| GABELLI FUNDS LLC | 1081407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3122 | 879405 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AMERICAN NATIONAL BANK & TRUST | 1272164 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 281 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12011 | 3383258 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7903 | 2226117 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| PANAGORA ASSET MANAGEMENT INC | 883677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1150 | 323932 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| WHITTIER TRUST CO OF NEVADA INC | 1263548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20247 | 6227630 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| WHITTIER TRUST CO | 1137881 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39218 | 11951686 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135 | 38027 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Decatur Capital Management, Inc. | 1505961 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7227 | 2035701 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ABOUND FINANCIAL, LLC | 2024264 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 193 | 54478 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SOUTHERN MICHIGAN BANK & TRUST | 1173227 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 3098 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1745 | 491532 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| FIRST HORIZON CORP | 36966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 189 | 53238 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Sumitomo Mitsui Trust Group, Inc. | 1475365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 167647 | 47222807 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| TRUST CO OF TOLEDO NA /OH/ | 1008937 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 5352 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1291279 | 362526178 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 463 | 130418 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| IHT Wealth Management, LLC | 1697490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2207 | 621752 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pinnacle Bancorp, Inc. | 1703383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63 | 17746 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.