Fund shareholders of LPL Financial Holdings Inc
ISIN US50212V1008 · United States · LEI 549300XROQ4Y8G2L7682
- Fund shareholders
- 568
- Of which ETFs
- 138 430 other funds
- Value held
- 11.2B $ 684.7M SEK · 395.1K €
- Share of capital
- 46.9 % of 78.7M shares on Jul 30, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 5,033 | 1.5M $ | 0.64 % | 0.01 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 4,971 | 1.5M $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Calvert VP SRI Balanced Portfolio Calvert Variable Series, Inc. | 4,900 | 1.5M $ | 0.35 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NYLI Epoch Capital Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 4,815 | 1.6M $ | 1.20 % | 0.01 % | as of Apr 30, 2026 ↗ |
| ICON CONSUMER SELECT SCM Trust | 4,711 | 1.4M $ | 5.65 % | 0.01 % | as of Mar 31, 2026 ↗ |
| DIAMOND HILL MID CAP FUND Diamond Hill Funds | 4,673 | 1.4M $ | 1.96 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Eaton Vance Focused Growth Opportunities Fund Eaton Vance Growth Trust | 4,407 | 1.3M $ | 1.22 % | 0.01 % | as of Feb 28, 2026 ↗ |
| SEB USA Exposure SEB Funds AB | 4,369 | 12.5M SEK | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | 4,367 | 1.3M $ | 1.50 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Goldman Sachs Mid Cap Value Portfolio EQ Advisors Trust | 4,335 | 1.3M $ | 0.74 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares ESG Advanced MSCI USA ETF iShares Trust | 4,275 | 1.3M $ | 0.10 % | 0.01 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 4,200 | 1.3M $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 4,136 | 1.2M $ | 0.12 % | 0.01 % | as of Feb 28, 2026 ↗ |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 4,084 | 1.4M $ | 0.09 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,979 | 1.2M $ | 0.19 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust | 3,951 | 1.3M $ | 0.09 % | 0.01 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 3,900 | 1.2M $ | 0.09 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Virtus KAR Mid-Cap ETF Virtus ETF Trust II | 3,870 | 1.3M $ | 2.94 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AST Large-Cap Equity Portfolio Advanced Series Trust | 3,810 | 1.1M $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| American Beacon Diversified Fund American Beacon Institutional Funds Trust | 3,779 | 1.3M $ | 0.21 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP American Century Select Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,778 | 1.1M $ | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,724 | 1.1M $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| World Selection Index Fund Northern Funds | 3,673 | 1.1M $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 3,457 | 1.2M $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Swedbank Robur Access USA Swedbank Robur Fonder AB | 3,449 | 9.9M SEK | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 3,355 | 1M $ | 0.32 % | 0.00 % | as of Feb 28, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 3,323 | 999.7K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL Multi-Manager Alternative Fund JNL Series Trust | 3,316 | 997.6K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Skandia Global Exponering Skandia Fonder AB | 3,300 | 9.5M SEK | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Timothy Plan US Large/Mid Cap Core ETF Timothy Plan | 3,265 | 982.2K $ | 0.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Systematic Growth Fund VALIC Co I | 3,237 | 972.3K $ | 0.10 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 3,216 | 967.5K $ | 0.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 Avantis U.S. Large Cap Growth Fund 1290 Funds | 3,155 | 1.1M $ | 0.50 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 3,144 | 945.8K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Guardian Mid Cap Traditional Growth VIP Fund Guardian Variable Products Trust | 3,115 | 937.1K $ | 2.58 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 3,110 | 934.2K $ | 0.10 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Sovereign's Capital Flourish Fund Elevation Series Trust | 3,090 | 1M $ | 1.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LKCM Small-Mid Cap Equity Fund LKCM Funds | 3,074 | 924.8K $ | 2.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 3,059 | 920.2K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Guardian Large Cap Disciplined Value VIP Fund Guardian Variable Products Trust | 3,050 | 917.5K $ | 1.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | 3,000 | 902.5K $ | 1.82 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,979 | 894.8K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AB Tax-Managed Wealth Appreciation Strategy AB PORTFOLIOS | 2,952 | 886.7K $ | 0.09 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Mid Cap Growth Fund Goldman Sachs Variable Insurance Trust | 2,927 | 880.5K $ | 1.51 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 2,915 | 974K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 2,900 | 872.4K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | 2,896 | 871.2K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,882 | 867K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 2,882 | 867K $ | 0.60 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Quality GARP ETF iShares Trust | 2,874 | 864.6K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 2,839 | 854.1K $ | 0.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 2,836 | 853.2K $ | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 2,786 | 930.9K $ | 0.29 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 2,714 | 815.2K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Empiric Fund MUTUAL FUND SERIES TRUST | 2,703 | 813.1K $ | 3.47 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares ESG MSCI USA Leaders ETF iShares Trust | 2,670 | 802K $ | 0.08 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VanEck Morningstar Wide Moat Fund VanEck Funds | 2,666 | 802K $ | 2.38 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GMO Alternative Allocation Fund GMO TRUST | 2,619 | 786.7K $ | 0.10 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Victory RS Mid Cap Growth Fund Victory Portfolios | 2,610 | 785.2K $ | 1.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| One Global ETF NORTHERN LIGHTS FUND TRUST II | 2,549 | 765.7K $ | 0.83 % | 0.00 % | as of Feb 28, 2026 ↗ |
| The Future Fund Long/Short ETF NORTHERN LIGHTS FUND TRUST II | 2,518 | 756.4K $ | 1.91 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Large Cap Vector ETF Dimensional ETF Trust | 2,408 | 804.6K $ | 0.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 2,352 | 707.6K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES | 2,320 | 697.9K $ | 0.72 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II | 2,310 | 694.9K $ | 0.96 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,300 | 690.9K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Touchstone ETF Trust-Touchstone US Large Cap Focused ETF Touchstone ETF Trust | 2,296 | 690.7K $ | 1.33 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 2,269 | 682.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,240 | 673.9K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator Equity Managed Floor ETF Innovator ETFs Trust | 2,216 | 740.4K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 2,200 | 661.8K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 2,185 | 656.3K $ | 0.47 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 2,177 | 654.9K $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AB Sustainable Thematic Balanced Portfolio AB PORTFOLIOS | 2,177 | 653.9K $ | 0.80 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 2,156 | 648.6K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Equity Fund RUSSELL INVESTMENT CO | 2,155 | 720.1K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Logan Capital Broad Innovative Growth ETF Advisors Series Trust | 2,149 | 718K $ | 0.71 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 2,109 | 634.5K $ | 1.20 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 2,100 | 6M SEK | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II | 2,100 | 631.7K $ | 1.37 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES | 2,038 | 613.1K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AdvisorShares Gerber Kawasaki ETF AdvisorShares Trust | 2,036 | 612.5K $ | 2.39 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,974 | 593.8K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 1,969 | 592.3K $ | 0.85 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Size Factor ETF iShares Trust | 1,964 | 656.2K $ | 0.16 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Thornburg Focus Growth Fund THORNBURG INVESTMENT TRUST | 1,931 | 580.9K $ | 0.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust | 1,900 | 634.8K $ | 0.52 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Growth Equity Index Fund GuideStone Funds | 1,894 | 569.8K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Baron SMID Cap ETF Baron ETF Trust | 1,864 | 560.7K $ | 2.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,848 | 617.5K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 1,843 | 615.8K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 1,838 | 552.9K $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,831 | 550.8K $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Jennison Diversified Growth Fund Prudential Investment Portfolios 5 | 1,813 | 605.8K $ | 0.14 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Cromwell Tran Focus Fund Total Fund Solution | 1,810 | 544.5K $ | 2.46 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VictoryShares WestEnd US Sector ETF Victory Portfolios II | 1,753 | 527.4K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,711 | 514.7K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| YORKTOWN GROWTH FUND American Pension Investors Trust | 1,700 | 568K $ | 0.47 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 1,695 | 509.1K $ | 0.26 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Storebrand Global All Countries Storebrand Asset Management AS | 1,646 | 4.7M SEK | 0.01 % | 0.00 % | as of Mar 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 | 5.65 % | as of Mar 31, 2026 ↗ |
| ICON EQUITY FUND SCM Trust | 4.34 % | as of Mar 31, 2026 ↗ |
| Baron Financials ETF Baron ETF Trust | 4.05 % | as of Mar 31, 2026 ↗ |
| Invesco Bloomberg Financial Data Providers ETF Invesco Exchange-Traded Fund Trust II | 3.87 % | as of Feb 28, 2026 ↗ |
| Virtus KAR Small-Mid Cap Value Fund Virtus Equity Trust | 3.61 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 3.58 % | as of Mar 31, 2026 ↗ |
| Empiric Fund MUTUAL FUND SERIES TRUST | 3.47 % | as of Mar 31, 2026 ↗ |
| BBH Select Mid Cap ETF BBH Trust | 3.21 % | as of Apr 30, 2026 ↗ |
| F/m Large Cap Focused Fund RBB Fund, Inc. | 3.16 % | as of Feb 28, 2026 ↗ |
| Baron Durable Advantage Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 2.96 % | as of Mar 31, 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 |
|---|---|---|---|---|
| 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 | |
|---|---|---|---|
| Vanguard Capital Management | 5.36 % | 4,300,570 | as of Mar 31, 2026 · SCHEDULE 13G |
| Dodge & Cox | 5.20 % | 4,146,547 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of LPL Financial Holdings Inc". https://titelia.com/en/stocks/lpl-financial-holdings-inc-US50212V1008