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 | |
|---|---|---|---|---|---|
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 361 | 108.6K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert Global Small-Cap Equity Fund Calvert Management Series | 340 | 102.3K $ | 0.62 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust | 331 | 99.6K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 312 | 93.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB | 306 | 876.9K SEK | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Storebrand USA Storebrand Asset Management AS | 296 | 848.3K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 280 | 84.2K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Baron Global Durable Advantage ETF Baron ETF Trust | 279 | 83.9K $ | 1.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 277 | 83.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III | 275 | 82.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST | 274 | 82.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Defiance Large Cap Ex-mag 7 ETF Tidal Trust II | 271 | 81.4K $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust | 267 | 80.2K $ | 0.11 % | 0.00 % | as of Feb 27, 2026 ↗ |
| iShares MSCI Kokusai ETF iShares Trust | 232 | 77.5K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Praxis Impact Large Cap Growth ETF Praxis Funds | 226 | 68K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust New Constructs Core Earnings Leaders ETF First Trust Exchange-Traded Fund VI | 212 | 63.8K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust | 208 | 62.6K $ | 0.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST | 198 | 66.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB | 183 | 524.4K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS | 173 | 52K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Large Cap Index Fund E Trade Trust | 166 | 55.5K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Impact Shares Naacp Minority Empowerment ETF Tidal Trust III | 166 | 49.9K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Sparrow Growth Fund SPARROW FUNDS | 165 | 49.6K $ | 0.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 146 | 43.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Financial Services Fund Rydex Variable Trust | 144 | 43.3K $ | 0.52 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust | 141 | 42.4K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nordea Stratega 15 Nordea Funds Ab | 129 | 370K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Financial Services Fund Rydex Series Funds | 127 | 38.2K $ | 0.52 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. | 124 | 37.3K $ | 0.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Parametric Hedged Equity ETF Morgan Stanley ETF Trust | 122 | 36.7K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 119 | 35.8K $ | 0.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 111 | 33.4K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 110 | 33K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 106 | 35.4K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds | 106 | 31.9K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/T. Rowe Price Balanced Fund JNL Series Trust | 100 | 30.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Select Financials Portfolio Fidelity Select Portfolios | 100 | 30K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 94 | 28.3K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Parametric Equity Plus ETF Morgan Stanley ETF Trust | 92 | 27.7K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SEB Global Exposure SEB Funds AB | 88 | 252.2K SEK | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust | 84 | 28.1K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| NPF Core Equity ETF Elevation Series Trust | 81 | 27.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SPP Generation 80-tal Storebrand Asset Management AS | 79 | 226.4K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 79 | 23.8K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Virtus Silvant Small/Mid Growth ETF Virtus ETF Trust II | 75 | 25.1K $ | 0.79 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JPMorgan Fundamental Data Science Mid Core ETF J.P. Morgan Exchange-Traded Fund Trust | 74 | 22.3K $ | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Skandia Försiktig Skandia Fonder AB | 73 | 209.2K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GodFond Sverige & Världen Storebrand Asset Management AS | 71 | 203.5K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 45 | 13.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 37 | 11.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya VACS Series LCC Fund Voya Equity Trust | 33 | 9.9K $ | 0.34 % | 0.00 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 30 | 9K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 26 | 7.8K $ | 0.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WCM Select Global Growth Fund INVESTMENT MANAGERS SERIES TRUST | 21 | 6.3K $ | 1.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 20 | 6K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 19 | 5.7K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Sector Rotation Fund Meeder Funds | 16 | 4.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust | 16 | 4.8K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SPP Generation 40-tal Storebrand Asset Management AS | 12 | 34.4K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 9 | 3K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 6 | 1.8K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SPP Generation 50-tal Storebrand Asset Management AS | 5 | 14.3K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust | 2 | 668.3 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Pacer MSCI World Industry Advantage ETF Pacer Funds Trust | 2 | 668.3 $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 2 | 601.7 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| DUNAS SELECCIÓN USA ESG CUBIERTO FI DUNAS CAPITAL ASSET MANAGEMENT S.G.I.I.C., S.A. | 303.9K € | 0.09 % | as of Dec 31, 2025 ↗ | ||
| BIZCOCHERO INVERSIONES, SICAV S.A. A&G FONDOS, SGIIC, SA | 45.6K € | 0.22 % | as of Dec 31, 2025 ↗ | ||
| JUFERUCA SICAV S.A. A&G FONDOS, SGIIC, SA | 45.6K € | 0.31 % | as of Dec 31, 2025 ↗ |
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