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 | |
|---|---|---|---|---|---|
| Victory Growth & Income Fund Victory Portfolios III | 12,556 | 4.4M $ | 0.19 % | 0.02 % | as of Jul 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 12,483 | 3.4M $ | 0.26 % | 0.02 % | as of May 31, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 12,365 | 3.5M $ | 0.18 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust | 12,302 | 3.5M $ | 1.48 % | 0.02 % | as of Jun 30, 2026 ↗ |
| EQ/Goldman Sachs Mid Cap Value Portfolio EQ Advisors Trust | 12,163 | 3.4M $ | 1.72 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Catholic Responsible Investments Small-Mid Cap Equity Fund Catholic Responsible Investments Funds | 12,140 | 4.3M $ | 0.73 % | 0.02 % | as of Jul 31, 2026 ↗ |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 12,022 | 4.3M $ | 0.38 % | 0.02 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 11,609 | 3.3M $ | 0.27 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VALUE EQUITY FUND GuideStone Funds | 11,332 | 3.2M $ | 0.36 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 11,131 | 3.1M $ | 0.33 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 11,130 | 3M $ | 0.03 % | 0.01 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 10,911 | 3.1M $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 10,850 | 3.8M $ | 0.17 % | 0.01 % | as of Jul 31, 2026 ↗ |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 10,825 | 3M $ | 0.97 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 10,812 | 3M $ | 0.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 10,638 | 2.9M $ | 0.16 % | 0.01 % | as of May 31, 2026 ↗ |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 10,617 | 3.8M $ | 0.04 % | 0.01 % | as of Jul 31, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 10,600 | 3M $ | 0.04 % | 0.01 % | as of Jun 30, 2026 ↗ |
| NYLIM VP Balanced Portfolio NYLIM VP FUNDS TRUST | 10,451 | 2.9M $ | 0.85 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Impax US Sustainable Economy Fund IMPAX FUNDS SERIES TRUST I | 10,143 | 2.9M $ | 0.26 % | 0.01 % | as of Jun 30, 2026 ↗ |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 10,005 | 3.5M $ | 0.23 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity Advisor Value Fund Fidelity Advisor Series I | 9,991 | 3.5M $ | 0.88 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds | 9,890 | 3.5M $ | 0.48 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 9,708 | 2.7M $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 9,635 | 2.7M $ | 0.14 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 9,573 | 2.6M $ | 0.15 % | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 9,058 | 2.6M $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Large Cap Value Fund American Century ETF Trust | 8,958 | 2.5M $ | 0.31 % | 0.01 % | as of May 31, 2026 ↗ |
| iShares Morningstar Mid-Cap ETF iShares Trust | 8,841 | 3.1M $ | 0.19 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Touchstone Variable Series Trust-Touchstone Common Stock Fund Touchstone Variable Series Trust | 8,739 | 2.5M $ | 1.24 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 8,560 | 3M $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 8,487 | 3M $ | 0.09 % | 0.01 % | as of Jul 31, 2026 ↗ |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 8,311 | 2.9M $ | 0.21 % | 0.01 % | as of Jul 31, 2026 ↗ |
| AQR Large Cap Multi-Style Fund AQR Funds | 8,227 | 2.3M $ | 0.12 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VIP Financials Portfolio Variable Insurance Products Fund IV | 7,700 | 2.2M $ | 0.79 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Growth ETF iShares Trust | 7,683 | 2.7M $ | 0.09 % | 0.01 % | as of Jul 31, 2026 ↗ |
| NVIT Victory Mid Cap Value Fund Nationwide Variable Insurance Trust | 7,650 | 2.2M $ | 0.45 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 7,488 | 2M $ | 0.18 % | 0.01 % | as of May 31, 2026 ↗ |
| Avanza Global Avanza Fonder AB | 7,470 | 21.4M SEK | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,451 | 2.6M $ | 0.11 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Carillon Eagle Small Cap Growth Fund Carillon Series Trust | 7,451 | 2.1M $ | 0.42 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Harbor Long-Term Growers ETF Harbor ETF Trust | 7,377 | 2.6M $ | 0.23 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 7,303 | 2.6M $ | 0.14 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 7,227 | 2M $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Bloomberg Financial Data Providers ETF Invesco Exchange-Traded Fund Trust II | 7,208 | 2M $ | 3.86 % | 0.01 % | as of May 31, 2026 ↗ |
| Reinhart Mid Cap PMV Fund Managed Portfolio Series | 7,190 | 2M $ | 2.24 % | 0.01 % | as of May 31, 2026 ↗ |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 7,097 | 2M $ | 0.40 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares MSCI World ETF iShares, Inc. | 6,981 | 1.9M $ | 0.02 % | 0.01 % | as of May 31, 2026 ↗ |
| Nomura VIP Mid Cap Growth Series Ivy Variable Insurance Portfolios | 6,870 | 1.9M $ | 0.51 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory RS Growth Fund Victory Portfolios | 6,820 | 1.9M $ | 0.50 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Lord Abbett Global Equity Fund LORD ABBETT SECURITIES TRUST | 6,809 | 2.4M $ | 0.61 % | 0.01 % | as of Jul 31, 2026 ↗ |
| CTIVP - Victory Sycamore Established Value Fund Columbia Funds Variable Series Trust II | 6,800 | 1.9M $ | 0.46 % | 0.01 % | as of Jun 30, 2026 ↗ |
| ICON EQUITY FUND SCM Trust | 6,800 | 1.9M $ | 3.29 % | 0.01 % | as of Jun 30, 2026 ↗ |
| PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. | 6,794 | 1.9M $ | 1.31 % | 0.01 % | as of May 29, 2026 ↗ |
| Virtus Tactical Allocation Fund Virtus Equity Trust | 6,770 | 1.9M $ | 0.33 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Thornburg Focus Growth Fund THORNBURG INVESTMENT TRUST | 6,730 | 1.9M $ | 0.80 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,717 | 1.8M $ | 0.03 % | 0.01 % | as of May 31, 2026 ↗ |
| Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB | 6,667 | 19.1M SEK | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Timothy Plan Large/Mid Cap Growth Fund TIMOTHY PLAN | 6,624 | 1.9M $ | 0.55 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Eaton Vance Growth Fund Eaton Vance Special Investment Trust | 6,598 | 1.9M $ | 0.42 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 6,544 | 2.3M $ | 0.04 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 6,498 | 1.8M $ | 0.03 % | 0.01 % | as of May 31, 2026 ↗ |
| Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust | 6,447 | 2.3M $ | 0.51 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 6,333 | 1.8M $ | 0.16 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Calvert Small/Mid-Cap Fund Calvert Management Series | 6,151 | 1.7M $ | 0.83 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Boston Partners Global Equity Fund RBB Fund, Inc. | 6,128 | 1.7M $ | 0.54 % | 0.01 % | as of May 31, 2026 ↗ |
| Janus Henderson VIT Research Portfolio Janus Aspen Series | 6,000 | 1.7M $ | 0.22 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Sovereign's Capital Flourish Fund Elevation Series Trust | 5,845 | 2.1M $ | 2.37 % | 0.01 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 5,787 | 1.6M $ | 0.09 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,730 | 2M $ | 0.08 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Swedbank Robur Access Global Swedbank Robur Fonder AB | 5,723 | 16.4M SEK | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Clarkston Founders Fund ALPS SERIES TRUST | 5,700 | 1.6M $ | 2.23 % | 0.01 % | as of Jun 30, 2026 ↗ |
| MoA Mid Cap Growth Fund MoA Funds Corp | 5,683 | 1.6M $ | 1.18 % | 0.01 % | as of Jun 30, 2026 ↗ |
| NYLIM Epoch Capital Growth Fund NYLIM FUNDS TRUST | 5,619 | 2M $ | 1.49 % | 0.01 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 5,500 | 1.5M $ | 0.04 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Baron Financials ETF Baron ETF Trust | 5,500 | 1.5M $ | 3.36 % | 0.01 % | as of Jun 30, 2026 ↗ |
| PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST | 5,491 | 1.9M $ | 0.70 % | 0.01 % | as of Jul 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 5,483 | 1.5M $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 5,375 | 1.5M $ | 0.14 % | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 5,300 | 1.5M $ | 0.04 % | 0.01 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Quality Growth Fund WisdomTree Trust | 5,257 | 1.5M $ | 0.06 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 5,204 | 1.8M $ | 0.04 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST | 5,036 | 1.4M $ | 0.47 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 5,006 | 1.4M $ | 0.54 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Calvert VP SRI Balanced Portfolio Calvert Variable Series, Inc. | 5,000 | 1.4M $ | 0.36 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust | 4,643 | 1.6M $ | 0.70 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust | 4,545 | 1.6M $ | 0.13 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares ESG Advanced MSCI USA ETF iShares Trust | 4,485 | 1.2M $ | 0.08 % | 0.01 % | as of May 31, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 4,482 | 1.2M $ | 0.10 % | 0.01 % | as of May 31, 2026 ↗ |
| Eaton Vance Focused Growth Opportunities Fund Eaton Vance Growth Trust | 4,407 | 1.2M $ | 1.03 % | 0.01 % | as of May 31, 2026 ↗ |
| SEB USA Exposure SEB Funds AB | 4,369 | 12.5M SEK | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| ICON CONSUMER SELECT SCM Trust | 4,311 | 1.2M $ | 4.65 % | 0.01 % | as of Jun 30, 2026 ↗ |
| DIAMOND HILL MID CAP FUND Diamond Hill Funds | 4,300 | 1.2M $ | 1.65 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | 4,264 | 1.2M $ | 1.21 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 4,217 | 1.5M $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 4,137 | 1.2M $ | 0.16 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Mid Cap Growth Fund Goldman Sachs Variable Insurance Trust | 4,126 | 1.2M $ | 1.58 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Virtus KAR Mid-Cap ETF Virtus ETF Trust II | 4,094 | 1.4M $ | 3.18 % | 0.01 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 4,061 | 1.1M $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 3,918 | 1.1M $ | 0.26 % | 0.00 % | as of May 31, 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