Who owns LPLA
747 institutions reported holding LPLA for 2026Q1, together 102% of the company, fewer than the 805 a quarter earlier.
747
Institutions reporting a position · as of 2026Q1 · down from 805 the quarter before
- Shares held by institutions
- 82.1M
Shares held by institutions · 102% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $24.7B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 31%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 87
- Positions exited
- 148
- Added to
- 256
- Reduced
- 236
- Top 10 holdersof the company
- 48%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 747 | 82.1M | $24.7B |
| 2025Q4 | 805 | 81.1M | $29.0B |
| 2025Q3 | 747 | 78.4M | $26.1B |
| 2025Q2 | 788 | 79.3M | $29.7B |
| 2025Q1 | 771 | 77.7M | $25.6B |
| 2024Q4 | 710 | 71.2M | $23.2B |
| 2024Q3 | 629 | 71.0M | $16.5B |
| 2024Q2 | 661 | 71.9M | $20.1B |
| 2024Q1 | 627 | 72.6M | $19.2B |
| 2023Q4 | 603 | 70.9M | $16.1B |
| 2023Q3 | 583 | 71.8M | $17.1B |
| 2023Q2 | 573 | 72.0M | $15.6B |
| 2023Q1 | 594 | 74.7M | $15.1B |
| 2022Q4 | 617 | 76.2M | $16.4B |
| 2022Q3 | 572 | 78.6M | $17.2B |
| 2022Q2 | 522 | 81.6M | $15.1B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| VANGUARD GROUP INC | 8.2M | 10% | $2.46B |
| BlackRock Inc. | 5.0M | 6.2% | $1.50B |
| Dodge & Cox | 4.1M | 5.2% | $1.25B |
| Robeco Investment Management, Inc. | 4.1M | 5.1% | $1.24B |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.9M | 4.8% | $1.17B |
| HENDERSON GROUP PLC | 3.7M | 4.6% | $1.10B |
| PRINCIPAL FINANCIAL GROUP INC | 2.6M | 3.3% | $793M |
| SAMLYN CAPITAL, LLC | 2.3M | 2.9% | $699M |
| Capital World Investors | 2.3M | 2.9% | $696M |
| LONE PINE CAPITAL LLC | 2.0M | 2.5% | $617M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
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