LPLA Institutional Ownership
Top institutional (13F) holders of LPLA and activist (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
44
Institutional value
$11.18B
Top holder
BlackRock, Inc.
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Top holders
| Holder | Filed | Value |
|---|---|---|
| BlackRock, Inc.holding company | Aug 7, 2026 | $1.33B |
| Dodge & Coxinvestment advisor | Aug 13, 2026 | $1.29B |
| Vanguard Portfolio Managementinvestment advisor | Aug 13, 2026 | $1.08B |
| Vanguard Capital Managementinvestment advisor | Aug 13, 2026 | $1.02B |
| Capital World Investorsinvestment advisor | Aug 12, 2026 | $660.05M |
| STATE STREET CORPORATIONinvestment advisor | Sep 22, 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.investment advisor | Aug 14, 2026 | $416.88M |
| Massachusetts Financial Services Companyinvestment advisor | Aug 3, 2026 | $413.83M |
| Lone Pine Capital LLCother | Aug 14, 2026 | $343.4M |
| Norges Bankother | Aug 12, 2026 | $297.04M |
| FMR LLCinvestment advisor | Aug 13, 2026 | $276.44M |
| MORGAN STANLEYinvestment advisor | Aug 13, 2026 | $242.8M |
| Dimensional Fund Advisors LPinvestment advisor | 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 | Sep 1, 2026 | $192.21M |
| UBS Group AGinvestment advisor | Aug 13, 2026 | $152.18M |
| T. Rowe Price Associates, Inc.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 |
| JPMORGAN CHASE & COinvestment advisor | Aug 12, 2026 | $105.69M |
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.