Institutional Ownership
Lpl Finl Hldgs Inc
CUSIP 50212V100COMLPLAQ1 2026
13D / 13G Filings
18
Schedule 13D/13G on record
Beneficial Filers
6
Distinct reporting persons
Largest Stake
11.9%
Max % of class reported
Institutional Holders
751
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
18 filings · latest Aug 7, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Aug 7, 2025 | The Vanguard Group | 13G/A | 10.1% | 8.04M | SEC |
| 2 | Nov 12, 2024 | Blackrock, Inc. | 13G/A | 6.4% | 4.75M | SEC |
| 3 | Oct 22, 2024 | Blackrock, Inc. | 13G/A | 6.4% | 4.75M | SEC |
| 4 | Feb 13, 2024 | Vanguard Group Inc | 13G/A | 9.4% | 7.14M | SEC |
| 5 | Feb 12, 2024 | Blackrock Inc. | 13G/A | 7.9% | 5.96M | SEC |
| 6 | Apr 10, 2023 | Vanguard Group Inc | 13G/A | 10.1% | 7.94M | SEC |
| 7 | Feb 9, 2023 | Janus Henderson Group PLC | 13G/A | 4.4% | 3.46M | SEC |
| 8 | Feb 9, 2023 | Vanguard Group Inc | 13G/A | 9.5% | 7.57M | SEC |
| 9 | Feb 3, 2023 | Blackrock Inc. | 13G | 7.9% | 6.29M | SEC |
| 10 | Dec 9, 2022 | Janus Henderson Group PLC | 13G/A | 4.5% | 3.58M | SEC |
8 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Lpl Finl Hldgs Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 4.97M | $1.50B |
| 2 | Dodge & Cox | 4.15M | $1.25B |
| 3 | Boston Partners | 4.13M | $1.24B |
| 4 | Massachusetts Financial Services Co /Ma/ | 3.87M | $1.17B |
| 5 | Janus Henderson Group PLC | 3.67M | $1.10B |
| 6 | Principal Financial Group Inc | 2.64M | $793.16M |
| 7 | Samlyn Capital, LLC | 2.32M | $698.94M |
| 8 | Capital World Investors | 2.31M | $695.65M |
| 9 | Lone Pine Capital LLC | 2.05M | $616.69M |
| 10 | Alliancebernstein L.P. | 1.57M | $561.47M |