LPLA Institutional Ownership
Top institutional (13F) holders of LPLA and activist (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
45
Institutional value
$11.36B
Top holder
BlackRock, Inc.
Top holders
| Holder | Filed | Value |
|---|---|---|
| BlackRock, Inc.holding company | Aug 7, 2026 | $1.33B |
| Dodge & Coxhedge fund | Aug 13, 2026 | $1.29B |
| Vanguard Portfolio Managementhedge fund | Aug 13, 2026 | $1.08B |
| Vanguard Capital Managementhedge fund | Aug 13, 2026 | $1.02B |
| Capital World Investorsinvestment advisor | Aug 12, 2026 | $660.05M |
| STATE STREET CORPinvestment advisor | Aug 7, 2026 | $544.84M |
| GOLDMAN SACHS GROUP INCinvestment advisor | Aug 14, 2026 | $477.72M |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | Aug 12, 2026 | $422.04M |
| AllianceBernstein L.P.hedge fund | Aug 14, 2026 | $416.88M |
| Massachusetts Financial Services Companyhedge fund | Aug 3, 2026 | $413.83M |
| Lone Pine Capital LLCother | Aug 14, 2026 | $343.40M |
| Norges Bankother | Aug 12, 2026 | $297.04M |
| FMR LLCinvestment advisor | Aug 13, 2026 | $276.44M |
| MORGAN STANLEYinvestment advisor | Aug 13, 2026 | $242.80M |
| Dimensional Fund Advisors LPhedge fund | Aug 11, 2026 | $231.07M |
| BANK OF AMERICA CORP /DE/investment advisor | Aug 14, 2026 | $229.76M |
| JANE STREET GROUP, LLCholding company | Aug 14, 2026 | $199.12M |
| CITADEL ADVISORS LLCinvestment advisor | Aug 14, 2026 | $192.21M |
| Third Point LLCinvestment advisor | Feb 17, 2026 | $182.16M |
| UBS Group AGinvestment advisor | Aug 13, 2026 | $152.18M |
| PRICE T ROWE ASSOCIATES INC /MD/investment advisor | Aug 14, 2026 | $152.09M |
| NORTHERN TRUST CORPinvestment advisor | Aug 13, 2026 | $143.27M |
| Point72 Asset Management, L.P.investment advisor | Aug 14, 2026 | $142.91M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | Aug 14, 2026 | $135.59M |
| WELLS FARGO & COMPANY/MNinvestment advisor | Aug 14, 2026 | $109.07M |
Never miss a LPLA filing.
Get an email when LPLA files its next 8-K, Form 4, 10-K or 10-Q with the SEC. Free, no account needed.
Free foreverNo account requiredOne-click unsubscribe
Source: SEC EDGAR Schedule 13D / 13G and 13F filings.