Fund shareholders of LPL Financial Holdings Inc
ISIN US50212V1008 · United States · LEI 549300XROQ4Y8G2L7682
- Fund shareholders
- 547
- Of which ETFs
- 141 406 other funds
- Value held
- ≈ 9.6B $ 9.5B $ · 684.7M SEK · 395.1K €
- Share of capital
- 41.8 % of 78.7M shares on Jul 30, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Dodge & Cox Stock Fund Dodge & Cox Funds | 3,017,127 | 849.9M $ | 0.72 % | 3.83 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,538,862 | 715.1M $ | 0.03 % | 3.22 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Enterprise Fund Janus Investment Fund | 2,226,526 | 627.2M $ | 2.80 % | 2.83 % | as of Jun 30, 2026 ↗ |
| MidCap Fund Principal Funds, Inc | 1,820,682 | 644M $ | 2.79 % | 2.31 % | as of Jul 31, 2026 ↗ |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,732,992 | 488.1M $ | 0.22 % | 2.20 % | as of Jun 30, 2026 ↗ |
| Growth Fund of America Growth Fund of America | 1,614,407 | 442M $ | 0.12 % | 2.05 % | as of May 31, 2026 ↗ |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 1,181,453 | 332.8M $ | 1.43 % | 1.50 % | as of Jun 30, 2026 ↗ |
| VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS | 1,050,095 | 295.8M $ | 0.08 % | 1.33 % | as of Jun 30, 2026 ↗ |
| VanEck Morningstar Wide Moat ETF VanEck ETF Trust | 949,463 | 267.4M $ | 2.30 % | 1.21 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 917,197 | 258.4M $ | 0.26 % | 1.16 % | as of Jun 30, 2026 ↗ |
| MFS Mid Cap Growth Fund MFS Series Trust IV | 777,696 | 212.9M $ | 1.54 % | 0.99 % | as of May 31, 2026 ↗ |
| Disciplined Value Fund John Hancock Funds III | 754,161 | 212.4M $ | 1.09 % | 0.96 % | as of Jun 30, 2026 ↗ |
| MFS Growth Fund MFS Series Trust II | 716,426 | 196.1M $ | 0.47 % | 0.91 % | as of May 31, 2026 ↗ |
| VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 612,719 | 172.6M $ | 0.50 % | 0.78 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 412,420 | 112.9M $ | 0.26 % | 0.52 % | as of May 31, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 329,684 | 92.9M $ | 0.16 % | 0.42 % | as of Jun 30, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 303,330 | 107.3M $ | 0.21 % | 0.39 % | as of Jul 31, 2026 ↗ |
| Carillon Eagle Mid Cap Growth Fund Carillon Series Trust | 296,609 | 83.5M $ | 1.60 % | 0.38 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Triton Fund Janus Investment Fund | 284,314 | 80.1M $ | 1.35 % | 0.36 % | as of Jun 30, 2026 ↗ |
| FPA Crescent Fund Investment Managers Series Trust III | 283,826 | 79.9M $ | 0.64 % | 0.36 % | as of Jun 30, 2026 ↗ |
| Fidelity Value Fund Fidelity Capital Trust | 261,900 | 92.6M $ | 0.88 % | 0.33 % | as of Jul 31, 2026 ↗ |
| Dodge & Cox Balanced Fund Dodge & Cox Funds | 255,400 | 71.9M $ | 0.49 % | 0.32 % | as of Jun 30, 2026 ↗ |
| Victory Sycamore Established Value Fund Victory Portfolios | 250,000 | 70.4M $ | 0.46 % | 0.32 % | as of Jun 30, 2026 ↗ |
| Dodge & Cox Global Stock Fund Dodge & Cox Funds | 236,424 | 66.6M $ | 0.51 % | 0.30 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Research Fund Janus Investment Fund | 234,528 | 66.1M $ | 0.22 % | 0.30 % | as of Jun 30, 2026 ↗ |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 200,152 | 56.4M $ | 0.10 % | 0.25 % | as of Jun 30, 2026 ↗ |
| Janus Henderson VIT Enterprise Portfolio Janus Aspen Series | 190,226 | 53.6M $ | 2.79 % | 0.24 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 189,700 | 53.4M $ | 0.18 % | 0.24 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 168,930 | 46.2M $ | 0.08 % | 0.21 % | as of May 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 168,881 | 47.6M $ | 0.46 % | 0.21 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 168,423 | 47.4M $ | 0.22 % | 0.21 % | as of Jun 30, 2026 ↗ |
| Virtus KAR Mid-Cap Core Fund Virtus Equity Trust | 159,301 | 44.9M $ | 2.55 % | 0.20 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Venture Fund Janus Investment Fund | 154,858 | 43.6M $ | 1.20 % | 0.20 % | as of Jun 30, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone Large Cap Focused Fund Touchstone Strategic Trust | 152,598 | 43M $ | 1.23 % | 0.19 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 151,333 | 41.4M $ | 0.03 % | 0.19 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 151,128 | 53.5M $ | 0.11 % | 0.19 % | as of Jul 31, 2026 ↗ |
| EQ/Janus Enterprise Portfolio EQ Advisors Trust | 150,611 | 42.4M $ | 2.77 % | 0.19 % | as of Jun 30, 2026 ↗ |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 146,168 | 51.7M $ | 0.21 % | 0.19 % | as of Jul 31, 2026 ↗ |
| Capital World Growth & Income Fund Capital World Growth & Income Fund | 138,905 | 38M $ | 0.02 % | 0.18 % | as of May 31, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone Mid Cap Growth Fund Touchstone Strategic Trust | 136,493 | 38.4M $ | 1.69 % | 0.17 % | as of Jun 30, 2026 ↗ |
| Column Mid Cap Select Fund Trust for Professional Managers | 133,458 | 36.5M $ | 1.19 % | 0.17 % | as of May 31, 2026 ↗ |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 131,984 | 36.1M $ | 0.28 % | 0.17 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 131,575 | 36M $ | 0.07 % | 0.17 % | as of May 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 129,470 | 35.4M $ | 0.26 % | 0.16 % | as of May 31, 2026 ↗ |
| Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 128,946 | 36.3M $ | 3.36 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 122,180 | 33.4M $ | 0.03 % | 0.16 % | as of May 31, 2026 ↗ |
| AP7 Aktiefond Sjunde AP-fonden | 119,875 | 343.5M SEK | 0.03 % | 0.15 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 115,377 | 32.5M $ | 0.04 % | 0.15 % | as of Jun 30, 2026 ↗ |
| Putnam Sustainable Leaders Fund Putnam Sustainable Leaders Fund | 113,040 | 31.8M $ | 0.48 % | 0.14 % | as of Jun 30, 2026 ↗ |
| iShares Russell 1000 Growth ETF iShares Trust | 108,877 | 30.7M $ | 0.02 % | 0.14 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 103,326 | 29.1M $ | 0.03 % | 0.13 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 101,741 | 28.7M $ | 2.15 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Global Research Fund Janus Investment Fund | 101,256 | 28.5M $ | 0.61 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Transamerica Janus Mid-Cap Growth VP TRANSAMERICA SERIES TRUST | 93,436 | 26.3M $ | 2.76 % | 0.12 % | as of Jun 30, 2026 ↗ |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 93,408 | 26.3M $ | 0.04 % | 0.12 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 91,683 | 32.4M $ | 0.08 % | 0.12 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 88,991 | 31.5M $ | 0.08 % | 0.11 % | as of Jul 31, 2026 ↗ |
| PGIM Jennison Mid-Cap Growth Fund Prudential Jennison Mid-Cap Growth Fund, Inc. | 87,818 | 24M $ | 1.34 % | 0.11 % | as of May 29, 2026 ↗ |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 85,000 | 23.3M $ | 2.47 % | 0.11 % | as of May 31, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 84,270 | 23.1M $ | 0.03 % | 0.11 % | as of May 31, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 79,277 | 22.3M $ | 0.14 % | 0.10 % | as of Jun 30, 2026 ↗ |
| Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I | 71,972 | 19.7M $ | 0.71 % | 0.09 % | as of May 31, 2026 ↗ |
| First Trust WCM Focused Global Growth Fund First Trust Series Fund | 71,716 | 20.2M $ | 1.22 % | 0.09 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 68,713 | 24.3M $ | 0.02 % | 0.09 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 65,644 | 23.2M $ | 0.04 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone Focused Fund Touchstone Strategic Trust | 64,909 | 18.3M $ | 1.29 % | 0.08 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 60,273 | 16.5M $ | 1.46 % | 0.08 % | as of May 31, 2026 ↗ |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 56,200 | 15.4M $ | 0.70 % | 0.07 % | as of May 31, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 56,104 | 15.8M $ | 0.03 % | 0.07 % | as of Jun 30, 2026 ↗ |
| BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 55,000 | 15.5M $ | 0.39 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II | 55,000 | 15.5M $ | 1.28 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Nomura Mid Cap Growth Fund IVY FUNDS | 54,687 | 15.4M $ | 0.51 % | 0.07 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Financials ETF iShares Trust | 54,204 | 19.2M $ | 0.43 % | 0.07 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 51,616 | 14.5M $ | 0.30 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 48,718 | 13.3M $ | 0.05 % | 0.06 % | as of May 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 48,299 | 17.1M $ | 0.04 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Thornburg American Opportunities Fund THORNBURG INVESTMENT TRUST | 48,237 | 13.6M $ | 2.77 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 47,212 | 12.9M $ | 0.03 % | 0.06 % | as of May 31, 2026 ↗ |
| JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust | 46,546 | 13.1M $ | 0.30 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 46,400 | 16.4M $ | 0.69 % | 0.06 % | as of Jul 31, 2026 ↗ |
| JNL/Morningstar Wide Moat Index Fund JNL Series Trust | 46,352 | 13.1M $ | 2.29 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 46,100 | 12.6M $ | 0.01 % | 0.06 % | as of May 31, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 45,487 | 12.8M $ | 0.03 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 43,565 | 15.4M $ | 0.04 % | 0.06 % | as of Jul 31, 2026 ↗ |
| BBH Select Mid Cap ETF BBH Trust | 43,525 | 15.4M $ | 3.45 % | 0.06 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 43,384 | 12.2M $ | 0.02 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Mid Cap Growth Fund Goldman Sachs Trust | 43,374 | 11.9M $ | 1.22 % | 0.06 % | as of May 31, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 42,733 | 12M $ | 0.21 % | 0.05 % | as of Jun 30, 2026 ↗ |
| MidCap Account Principal Variable Contract Funds, Inc | 42,524 | 12M $ | 2.31 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Mid Cap Strategic Growth Fund VALIC Co I | 42,212 | 11.6M $ | 1.00 % | 0.05 % | as of May 31, 2026 ↗ |
| NYLIM WMC Value Fund NYLIM FUNDS | 41,755 | 14.8M $ | 1.64 % | 0.05 % | as of Jul 31, 2026 ↗ |
| JNL/T. Rowe Price Growth Stock Fund JNL Series Trust | 41,500 | 11.7M $ | 0.13 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 41,335 | 11.3M $ | 0.04 % | 0.05 % | as of May 31, 2026 ↗ |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 41,300 | 14.6M $ | 0.37 % | 0.05 % | as of Jul 31, 2026 ↗ |
| EQ/MFS Mid Cap Focused Growth Portfolio EQ Advisors Trust | 40,648 | 11.4M $ | 2.07 % | 0.05 % | as of Jun 30, 2026 ↗ |
| HARTFORD BALANCED HLS FUND HARTFORD SERIES FUND INC | 39,986 | 11.3M $ | 0.71 % | 0.05 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 39,653 | 14M $ | 0.17 % | 0.05 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 39,000 | 11M $ | 0.58 % | 0.05 % | as of Jun 30, 2026 ↗ |
| American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 38,920 | 13.8M $ | 0.46 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Baron Durable Advantage Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 38,784 | 10.9M $ | 2.08 % | 0.05 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| ICON CONSUMER SELECT SCM Trust | 4.65 % | as of Jun 30, 2026 ↗ |
| Invesco Bloomberg Financial Data Providers ETF Invesco Exchange-Traded Fund Trust II | 3.86 % | as of May 31, 2026 ↗ |
| BBH Select Mid Cap ETF BBH Trust | 3.45 % | as of Jul 31, 2026 ↗ |
| Baron Financials ETF Baron ETF Trust | 3.36 % | as of Jun 30, 2026 ↗ |
| Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 3.36 % | as of Jun 30, 2026 ↗ |
| ICON EQUITY FUND SCM Trust | 3.29 % | as of Jun 30, 2026 ↗ |
| Virtus KAR Small-Mid Cap Value Fund Virtus Equity Trust | 3.28 % | as of Jun 30, 2026 ↗ |
| Virtus KAR Mid-Cap ETF Virtus ETF Trust II | 3.18 % | as of Jul 31, 2026 ↗ |
| Cromwell Tran Focus Fund Total Fund Solution | 3.00 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Enterprise Fund Janus Investment Fund | 2.80 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 510 | -21 | 32,696,001 | -10.8 % |
| 2026Q2 | 531 | +10 | 36,664,208 | +5.4 % |
| 2026Q1 | 521 | +12 | 34,778,939 | +8.0 % |
| 2025Q4 | 509 | -28 | 32,204,324 | -2.7 % |
| 2025Q3 | 537 | +15 | 33,109,535 | +12.4 % |
| 2025Q2 | 522 | +50 | 29,444,577 | +9.0 % |
| 2025Q1 | 472 | -43 | 27,022,634 | +2.8 % |
| 2024Q4 | 515 | -52 | 26,276,485 | -6.2 % |
| 2024Q3 | 567 | +14 | 28,024,391 | -1.8 % |
| 2024Q2 | 553 | +13 | 28,546,797 | +0.9 % |
| 2024Q1 | 540 | -30 | 28,297,291 | -6.6 % |
| 2023Q4 | 570 | 30,286,143 |
Institutional managers
753 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 4,974,255 | 1.5B $ | as of Mar 31, 2026 |
| Dodge & Cox | 4,146,547 | 1.2B $ | as of Mar 31, 2026 |
| Boston Partners | 4,131,498 | 1.2B $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3,869,359 | 1.2B $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 3,666,780 | 1.1B $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 2,636,544 | 793.2M $ | as of Mar 31, 2026 |
| SAMLYN CAPITAL, LLC | 2,323,360 | 698.9M $ | as of Mar 31, 2026 |
| Capital World Investors | 2,312,446 | 695.7M $ | as of Mar 31, 2026 |
| LONE PINE CAPITAL LLC | 2,049,967 | 616.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,863,266 | 560.5M $ | as of Mar 31, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | 1,734,395 | 520.6M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,680,090 | 505.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,594,750 | 478.5M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 1,571,998 | 561.5M $ | as of Mar 31, 2026 |
| FMR LLC | 1,297,690 | 390.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,283,665 | 386.2M $ | as of Mar 31, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1,093,406 | 328.9M $ | as of Mar 31, 2026 |
| SurgoCap Partners LP | 1,020,839 | 307.1M $ | as of Mar 31, 2026 |
| VAN ECK ASSOCIATES CORP | 1,002,977 | 301.7K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 923,471 | 277.8M $ | as of Mar 31, 2026 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 893,006 | 268.6M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 890,253 | 267.8M $ | as of Mar 31, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 881,506 | 265.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 816,367 | 245.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 803,428 | 241.7M $ | as of Mar 31, 2026 |
Declared shareholders of LPL Financial Holdings Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| JANUS HENDERSON GROUP Ltd. | 5.30 % | 4,198,356 | as of Jun 30, 2026 · SCHEDULE 13G |
| Boston Partners | 5.01 % | 4,004,972 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of LPL Financial Holdings Inc". https://titelia.com/en/stocks/lpl-financial-holdings-inc-US50212V1008