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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — LPLA
Institutional Holdings
Insider Transactions
US Institutional Ownership
100.0%
Institution
Shares
Value
Ownership %
Change
Filing Date
BlackRock, Inc.
4.97M
$1.50B
6.21%
-14.8K
2026-03-31
Dodge & Cox
4.15M
$1.25B
5.18%
+197.6K
2026-03-31
Boston Partners
4.13M
$1.24B
5.16%
+581.2K
2026-03-31
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
3.87M
$1.17B
4.83%
+149.9K
2026-03-31
VANGUARD PORTFOLIO MANAGEMENT LLC
3.85M
$1.16B
4.81%
--
2026-03-31
JANUS HENDERSON GROUP PLC
3.67M
$1.10B
4.58%
+289.2K
2026-03-31
VANGUARD CAPITAL MANAGEMENT LLC
3.60M
$1.08B
4.49%
--
2026-03-31
PRINCIPAL FINANCIAL GROUP INC
2.64M
$793.0M
3.29%
+702.1K
2026-03-31
SAMLYN CAPITAL, LLC
2.32M
$698.0M
2.90%
+744.1K
2026-03-31
Capital World Investors
2.31M
$695.0M
2.89%
-1.31M
2026-03-31
LONE PINE CAPITAL LLC
2.05M
$616.0M
2.56%
-25.0K
2026-03-31
STATE STREET CORP
1.86M
$560.0M
2.33%
+20.1K
2026-03-31
WCM INVESTMENT MANAGEMENT, LLC
1.73M
$520.0M
2.16%
+12.9K
2026-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
1.68M
$505.0M
2.10%
-618.5K
2026-03-31
GEODE CAPITAL MANAGEMENT, LLC
1.59M
$478.0M
1.99%
+39.9K
2026-03-31
ALLIANCEBERNSTEIN L.P.
1.57M
$561.0M
1.96%
+372.7K
2026-03-31
FMR LLC
1.30M
$390.0M
1.62%
+632.7K
2026-03-31
MORGAN STANLEY
1.28M
$386.0M
1.60%
-479.6K
2026-03-31
BARROW HANLEY MEWHINNEY & STRAUSS LLC
1.09M
$328.0M
1.36%
--
2026-03-31
SurgoCap Partners LP
1.02M
$307.0M
1.27%
+25.8K
2026-03-31
VAN ECK ASSOCIATES CORP
1.00M
$301.0M
1.25%
+509.2K
2026-03-31
CITADEL ADVISORS LLC
974.2K
$293.0M
1.22%
+550.8K
2026-03-31
MILLENNIUM MANAGEMENT LLC
904.1K
$271.0M
1.13%
+590.5K
2026-03-31
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
893.0K
$268.0M
1.11%
+110.0K
2026-03-31
WESTFIELD CAPITAL MANAGEMENT CO LP
881.5K
$265.0M
1.10%
+255.9K
2026-03-31
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