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Ownership — LPLA
Institutional Holdings
Insider Transactions
US Institutional Ownership
100.0%
Institution
Shares
Value
Ownership %
Change
Filing Date
BlackRock, Inc.
4.73M
$1.33B
5.93%
-241.3K
2026-06-30
Dodge & Cox
4.58M
$1.29B
5.74%
+432.1K
2026-06-30
Boston Partners
4.25M
$1.20B
5.33%
+119.3K
2026-06-30
Jupiter Topco LLC
4.20M
$1.18B
5.26%
--
2026-06-30
Vanguard Portfolio Management LLC
3.83M
$1.08B
4.80%
-20.0K
2026-06-30
Vanguard Capital Management LLC
3.61M
$1.02B
4.53%
+16.7K
2026-06-30
Principal Financial Group Inc
2.68M
$756.0M
3.36%
+48.4K
2026-06-30
Samlyn Capital, LLC
2.41M
$677.0M
3.01%
+82.3K
2026-06-30
Capital World Investors
2.34M
$660.0M
2.94%
+30.8K
2026-06-30
State Street Corp
1.93M
$544.0M
2.42%
+71.0K
2026-06-30
Wcm Investment Management, LLC
1.81M
$487.0M
2.27%
+75.7K
2026-06-30
Goldman Sachs Group Inc
1.70M
$477.0M
2.13%
+1.34M
2026-06-30
Geode Capital Management, LLC
1.50M
$422.0M
1.88%
-92.2K
2026-06-30
Massachusetts Financial Services Co
1.46M
$413.0M
1.83%
-2.41M
2026-06-30
Kayne Anderson Rudnick Investment Management LLC
1.43M
$404.0M
1.80%
-245.6K
2026-06-30
Alliancebernstein L.P.
1.39M
$416.0M
1.74%
-186.2K
2026-06-30
Lone Pine Capital LLC
1.22M
$343.0M
1.53%
-830.9K
2026-06-30
SurgoCap Partners LP
1.06M
$299.0M
1.33%
+42.4K
2026-06-30
Norges Bank
1.05M
$297.0M
1.32%
+14.1K
2026-06-30
Van Eck Associates Corp
1.05M
$295.0M
1.31%
+45.4K
2026-06-30
Barrow Hanley Mewhinney & Strauss LLC
1.03M
$290.0M
1.29%
-62.2K
2026-06-30
Darlington Partners Capital Management, LP
993.0K
$279.0M
1.24%
+100.0K
2026-06-30
FMR LLC
981.4K
$276.0M
1.23%
-316.3K
2026-06-30
Marshall Wace, LLP
975.6K
$274.0M
1.22%
+965.9K
2026-06-30
Morgan Stanley
862.0K
$242.0M
1.08%
-421.7K
2026-06-30
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