LPLA

LPL Financial Holdings Inc.
$293.83-9.22 (-3.04%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

InfinityB

Total Value

$3.809496265828313e+295T

% of Float

Infinity%

Price History

$205.71$254.03$302.36$350.68$399.00Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC10,666$3.8B0.31%Share
2VANGUARD GROUP INC7,442,627$2.7B0.04%Share
3Capital World Investors3,625,357$1.3B0.18%Share
4JANUS HENDERSON GROUP PLC3,188,438$1.1B0.51%Share
5MASSACHUSETTS FINANCIAL SERVICES CO /MA/3,005,174$1.1B0.35%Share
6LONE PINE CAPITAL LLC2,074,948$741.0M5.44%Share
7BlackRock, Inc.1,915,113$684.0M0.01%Share
8STATE STREET CORP1,843,135$658.0M0.02%Share
9PRINCIPAL FINANCIAL GROUP INC1,840,771$657.5M0.34%Share
10KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1,792,595$640.3M1.72%Share
11BlackRock, Inc.1,774,699$633.0M0.01%Share
12WCM INVESTMENT MANAGEMENT, LLC1,721,473$619.3M1.28%Share
13GEODE CAPITAL MANAGEMENT, LLC1,361,921$484.0M0.03%Share
14ALLIANCEBERNSTEIN L.P.1,199,344$428.0M0.14%Share
15BARROW HANLEY MEWHINNEY & STRAUSS LLC1,192,542$425.9M1.42%Share
16NORGES BANK1,040,445$371.0M0.04%Share
17SurgoCap Partners LP995,000$355.4M9.84%Share
18JPMORGAN CHASE & CO816,651$291.0M0.02%Share
19DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP783,006$279.7M11.19%Share
20SAMLYN CAPITAL, LLC657,538$234.9M3.74%Share
21DIMENSIONAL FUND ADVISORS LP656,427$234.0M0.05%Share
22APG Asset Management N.V.743,717$226.2M0.64%Share
23WESTFIELD CAPITAL MANAGEMENT CO LP625,562$223.0M0.93%Share
24TD ASSET MANAGEMENT INC568,768$203.0M0.16%Share
25SAMLYN CAPITAL, LLC568,200$202.9M3.23%Share
26MORGAN STANLEY560,515$200.0M0.01%Share
27MARKEL GROUP INC.557,662$199.0M1.59%Share
28FMR LLC542,822$193.0M0.01%Share
29Third Point LLC510,000$182.2M2.50%Share
30KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC500,301$178.7M0.48%Share
31VANGUARD GROUP INC499,767$178.5M0.00%Share
32VAN ECK ASSOCIATES CORP463,906$165.0M0.14%Share
33Epoch Investment Partners, Inc.457,053$163.0M0.93%Share
34AMERICAN CENTURY COMPANIES INC455,761$162.0M0.08%Share
35Azora Capital LP448,189$160.1M10.08%Share
36Railway Pension Investments Ltd445,280$159.0M1.87%Share
37EMINENCE CAPITAL, LP441,845$157.8M2.50%Share
38RAYMOND JAMES FINANCIAL INC427,823$153.0M0.05%Share
39CHARLES SCHWAB INVESTMENT MANAGEMENT INC418,574$149.0M0.02%Share
40FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC413,744$147.8M7.59%Share
41BANK OF AMERICA CORP /DE/398,101$142.0M0.01%Share
42Invesco Ltd.391,035$139.7M0.02%Share
43First Pacific Advisors, LP387,412$138.4M1.82%Share
44NORTHERN TRUST CORP385,778$137.0M0.02%Share
45UBS Group AG377,972$135.0M0.02%Share
46MASSACHUSETTS FINANCIAL SERVICES CO /MA/376,626$134.5M0.04%Share
47Holocene Advisors, LP362,364$129.0M0.27%Share
48CAISSE DE DEPOT ET PLACEMENT DU QUEBEC363,462$129.0M0.22%Share
49WELLS FARGO & COMPANY/MN358,697$128.0M0.02%Share
50CITADEL ADVISORS LLC356,446$127.0M0.02%Share