LPL Financial Holdings Inc.

Historical 13F Holders

Symbol
LPLA
CUSIP
50212V100
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 50212V100 since 12/18/2024, newest first.

Filer % of Class Filed
Janus Henderson Group Ltd. 13G 5.3% 8/13/2026
Event 6/30/2026
Boston Partners 13G 5.0% 8/4/2026
Event 6/30/2026
Dodge & Cox 13G 5.2% 5/14/2026
Event 3/31/2026
Vanguard Capital Management LLC 13G 5.4% 4/30/2026
Event 3/31/2026
Vanguard Group Inc 13G/A Amendment 12 0% 3/27/2026
Event 3/13/2026
Vanguard Group Inc 13G/A Amendment 11 10.1% 8/7/2025
Event 7/31/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 25 85.7 k $26.2 M
2026 Q2 803 118 M $23.7 B
2026 Q1 801 82.3 M $24.8 B
2025 Q4 855 81.5 M $29.1 B
2025 Q3 794 79.6 M $26.5 B
2025 Q2 835 79.9 M $29.9 B
2025 Q1 826 78.1 M $25.7 B
2024 Q4 764 71.4 M $23.8 B
2024 Q3 684 73.6 M $17.2 B
2024 Q2 710 74.6 M $20.8 B
2024 Q1 679 76.3 M $20.1 B
2023 Q4 645 72.9 M $16.6 B
2023 Q3 627 72.0 M $17.4 B
2023 Q2 616 72.3 M $15.6 B
2023 Q1 645 75.1 M $15.1 B
2022 Q4 659 78.8 M $17.0 B
2022 Q3 610 85.3 M $18.6 B
2022 Q2 562 81.8 M $15.1 B
2022 Q1 506 79.1 M $14.5 B
2021 Q4 454 76.9 M $12.3 B
2021 Q3 434 76.9 M $12.1 B
2021 Q2 435 76.0 M $10.3 B
2021 Q1 416 79.3 M $11.3 B
2020 Q4 393 78.7 M $8.20 B
2020 Q3 341 76.6 M $5.87 B
2020 Q2 364 77.0 M $6.03 B
2020 Q1 320 75.8 M $4.12 B
2019 Q4 357 78.2 M $7.21 B
2019 Q3 328 76.9 M $6.28 B
2019 Q2 351 78.7 M $6.40 B
2019 Q1 337 79.3 M $5.51 B
2018 Q4 289 81.5 M $4.96 B
2018 Q3 313 84.5 M $5.42 B
2018 Q2 308 85.5 M $5.57 B
2018 Q1 302 84.8 M $5.18 B
2017 Q4 253 84.3 M $4.82 B
2017 Q3 234 82.7 M $4.26 B
2017 Q2 205 82.0 M $3.48 B
2017 Q1 210 83.0 M $3.31 B
2016 Q4 203 84.2 M $2.96 B
2016 Q3 148 95.8 M $2.86 B
2016 Q2 151 94.0 M $2.13 B
2016 Q1 167 93.8 M $2.33 B
2015 Q4 180 103 M $4.39 B
2015 Q3 178 115 M $4.56 B
2015 Q2 186 106 M $4.92 B
2015 Q1 173 98.0 M $4.30 B
2014 Q4 165 92.2 M $4.11 B
2014 Q3 182 90.7 M $4.18 B
2014 Q2 190 91.9 M $4.57 B
2014 Q1 210 91.0 M $4.78 B