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LPLA in the 13F filings

LPL Finl HLDGS Inc · CUSIP 50212V100

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 31 Jul 2026
Managers listing it
35
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 14 listed it in both
Shares listed
22,237,636
combined, among listed positions
Reported value
$6.3bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 23 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,291,751.

Managers listing LPLA in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

35 of 35 holders

ActionFiling
Dodge & Cox4,578,679$1.3bn0.68%Added+432,13213 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd4,198,356$1.2bn0.48%Added+531,57614 Aug 2026 (the filing on sec.gov)
Capital World Investors2,343,266$660m0.08%Added+30,82012 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP1,385,759$417m0.14%Trimmed-186,23914 Aug 2026 (the filing on sec.gov)
MFS Investment Management1,458,759$414m0.13%Trimmed-2,410,6003 Aug 2026 (the filing on sec.gov)
Lone Pine Capital LLC1,219,099$343m2.10%Trimmed-830,86814 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)981,391$276munder 0.1%Trimmed-316,29913 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP975,627$275m0.22%Newnew13 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC642,765$181munder 0.1%Trimmed-280,7062 Sep 2026 (the filing on sec.gov)
Jane Street Group LLC642,484$181munder 0.1%Added+543,86914 Aug 2026 (the filing on sec.gov)
Markel Group Inc559,951$158m1.20%Held031 Jul 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc539,921$152munder 0.1%Added+41,29814 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP507,345$143m0.16%Added+456,70214 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP462,479$130m0.29%Added+44,83214 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP252,965$71munder 0.1%Added+144,77014 Aug 2026 (the filing on sec.gov)
Millennium Management LLC206,159$58munder 0.1%Trimmed-684,09414 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP178,123$50m0.32%Newnew14 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC161,641$46m0.06%Newnew14 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC151,660$43m0.06%Added+31,12013 Aug 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP138,214$39m0.11%Added+2,89014 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC109,073$31m0.11%Added+19,31114 Aug 2026 (the filing on sec.gov)
Invesco Ltd106,651$30munder 0.1%Trimmed-242,36014 Aug 2026 (the filing on sec.gov)
Discovery Capital Management LLC93,500$26m1.09%Newnew14 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP77,866$22munder 0.1%Trimmed-64,27114 Aug 2026 (the filing on sec.gov)
Moore Capital Management LP55,840$16m0.23%Newnew14 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (7)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
23 in Q3 2024 to 20 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
LPLA by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20138$634mn.a.n.a.
Q3 20138$624mn.a.n.a.
Q4 20138$868mn.a.n.a.
Q1 201410$1.6bnn.a.n.a.
Q2 20147$1.2bnn.a.n.a.
Q3 20146$1.1bnn.a.n.a.
Q4 20144$683mn.a.n.a.
Q1 20153$611mn.a.n.a.
Q2 20157$702mn.a.n.a.
Q3 20154$545mn.a.n.a.
Q4 20153$514mn.a.n.a.
Q1 20163$310mn.a.n.a.
Q2 20162$173mn.a.n.a.
Q3 20163$363mn.a.n.a.
Q4 20168$108mn.a.n.a.
Q1 201711$382mn.a.n.a.
Q2 201710$749mn.a.n.a.
Q3 201710$821mn.a.n.a.
Q4 201712$959mn.a.n.a.
Q1 201814$1.2bnn.a.n.a.
Q2 201815$1.3bnn.a.n.a.
Q3 201811$1.1bnn.a.n.a.
Q4 201811$982mn.a.n.a.
Q1 201911$1.0bnn.a.n.a.
Q2 201915$1.2bnn.a.n.a.
Q3 201911$1.4bnn.a.n.a.
Q4 201913$1.6bnn.a.n.a.
Q1 202010$799mn.a.n.a.
Q2 202016$1.4bnn.a.n.a.
Q3 202012$1.6bnn.a.n.a.
Q4 202014$2.0bnn.a.n.a.
Q1 202115$2.5bnn.a.n.a.
Q2 202117$2.4bnn.a.n.a.
Q3 202114$2.7bnn.a.n.a.
Q4 202112$2.7bnn.a.n.a.
Q1 202216$3.6bnn.a.n.a.
Q2 202215$4.4bnn.a.n.a.
Q3 202218$4.8bnn.a.n.a.
Q4 202220$3.7bnn.a.n.a.
Q1 202319$3.6bnn.a.n.a.
Q2 202319$3.3bnn.a.n.a.
Q3 202320$3.7bnn.a.n.a.
Q4 202316$3.8bn108
Q1 202414$4.0bn410
Q2 202420$4.0bn109
Q3 202423$3.3bn186
Q4 202428$5.1bn1612
Q1 202527$5.8bn1812
Q2 202524$6.5bn1313
Q3 202517$6.1bn148
Q4 202519$7.3bn1919
Q1 202615$6.3bn2017
Q2 202620$5.3bn2312

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

LPLA and V →LPLA and AXP →LPLA and BAC →Choose a stock to compare with LPLA →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own LPLA, latest filings →Back to the 13F Explorer →