13FBOX
LPL FINL HLDGS INC · 13F Institutional Holdings
Options Calculator Rankings

LPL FINL HLDGS INC

LPLA
Institutions
774
Combined AUM (Q2 2026)
$23.51B
Combined Shares (Q2 2026)
83.5M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+14.4M
349 · 98 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-14.8M
397 · 93 Exit · ≈
⚖️ Net
-414,674
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$23.51B
Institutions
774
New Buys
98
Adds
251
Reduces
304
Exits
93
Unchanged
121
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.02%0.03%#347$1.33B4.7M$1.50B5.0M-241,264-4.85%Reduce
DODGE & COX
0.68%0.69%#57$1.29B4.6M$1.25B4.1M+432,132+10.42%Add
Boston Partners
1.07%1.3%#39$1.20B4.3M$1.24B4.1M+119,330+2.89%Add
Jupiter Topco LLC
0.48%#73$1.18B4.2M$00+4.2MNew Buy
VANGUARD PORTFOLIO MANAGEMENT LLC
0.05%0.06%#213$1.08B3.8M$1.16B3.9M-19,973-0.52%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
0.02%0.03%#335$1.02B3.6M$1.08B3.6M+16,656+0.46%Add
PRINCIPAL FINANCIAL GROUP INC
0.37%0.42%#79$756.3M2.7M$793.2M2.6M+48,420+1.84%Add
SAMLYN CAPITAL, LLC
11.03%11.92%#3$677.6M2.4M$698.9M2.3M+82,279+3.54%Add
Capital World Investors
0.08%0.09%#182$660.1M2.3M$695.7M2.3M+30,820+1.33%Add
STATE STREET CORP
0.02%0.02%#386$544.8M1.9M$560.5M1.9M+70,973+3.81%Add
WCM INVESTMENT MANAGEMENT, LLC
0.88%1.19%#46$487.3M1.8M$520.6M1.7M+75,663+4.36%Add
GOLDMAN SACHS GROUP INC
0.04%0.01%#225$477.7M1.7M$108.5M360,806+1.3M+370.05%Add
GEODE CAPITAL MANAGEMENT, LLC
0.02%0.03%#329$422.0M1.5M$478.5M1.6M-92,175-5.78%Reduce
ALLIANCEBERNSTEIN L.P.
0.14%0.18%#136$416.9M1.4M$561.5M1.6M-186,239-11.85%Reduce
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.14%0.39%#138$413.8M1.5M$1.17B3.9M-2.4M-62.30%Reduce
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
1.26%1.48%#32$404.1M1.4M$505.4M1.7M-245,568-14.62%Reduce
LONE PINE CAPITAL LLC
2.1%4.92%#24$343.4M1.2M$616.7M2.0M-830,868-40.53%Reduce
SurgoCap Partners LP
9.68%10.25%#4$299.5M1.1M$307.1M1.0M+42,379+4.15%Add
NORGES BANK
0.03%0.04%#286$297.0M1.1M$303.7M928,320+126,203+13.59%Add
VAN ECK ASSOCIATES CORP
0.18%0.23%#113$295.3M1.0M$301.7M1.0M+45,367+4.52%Add
BARROW HANLEY MEWHINNEY & STRAUSS LLC
0.88%1.08%#47$290.5M1.0M$328.9M1.1M-62,163-5.69%Reduce
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
12.35%12.07%#2$279.7M993,006$268.6M893,006+100,000+11.20%Add
FMR LLC
0.01%0.02%#428$276.4M981,391$390.4M1.3M-316,299-24.37%Reduce
MARSHALL WACE, LLP
0.22%#106$274.8M975,627$00+975,627New Buy
MORGAN STANLEY
0.01%0.03%#419$242.8M861,982$492.3M1.5M-617,669-41.74%Reduce
DIMENSIONAL FUND ADVISORS LP
0.04%0.05%#224$231.1M820,595$245.6M816,367+4,228+0.52%Add
BANK OF AMERICA CORP /DE/
0.01%0.02%#400$229.8M815,663$241.7M803,428+12,235+1.52%Add
WESTFIELD CAPITAL MANAGEMENT CO LP
0.73%1.11%#53$223.4M793,061$265.2M881,506-88,445-10.03%Reduce
Assenagon Asset Management S.A.
0.26%0.01%#96$210.4M747,086$5.0M16,473+730,613+4,435.22%Add
JANE STREET GROUP, LLC
0.02%0.01%#381$199.1M706,884$52.7M175,215+531,669+303.44%Add
CITADEL ADVISORS LLC
0.02%0.05%#332$192.2M682,365$293.1M974,171-291,806-29.95%Reduce
RAYMOND JAMES FINANCIAL INC
0.05%0.06%#211$181.8M645,369$200.1M666,069-20,700-3.11%Reduce
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.03%0.04%#287$162.8M578,032$178.0M591,666-13,634-2.30%Reduce
MARKEL GROUP INC.
1.2%1.41%#33$157.7M559,951$168.5M559,95100.00%Unchanged
UBS Group AG
0.02%0.03%#353$152.2M540,254$196.7M653,883-113,629-17.38%Reduce
PRICE T ROWE ASSOCIATES INC /MD/
0.02%0.02%#395$152.1M539,921$150.0M498,623+41,298+8.28%Add
Azora Capital LP
6.24%8.45%#6$148.1M525,867$128.6M427,338+98,529+23.06%Add
VANGUARD FIDUCIARY TRUST CO
0.03%0.04%#272$143.7M510,067$152.9M508,294+1,773+0.35%Add
NORTHERN TRUST CORP
0.02%0.02%#378$143.3M508,634$158.1M525,446-16,812-3.20%Reduce
Point72 Asset Management, L.P.
0.16%0.02%#123$142.9M507,345$15.4M51,343+456,002+888.15%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.02%0.02%#368$135.6M481,371$132.5M440,464+40,907+9.29%Add
Holocene Advisors, LP
0.29%0.3%#90$130.3M462,479$125.6M417,647+44,832+10.73%Add
TD ASSET MANAGEMENT INC
0.11%0.14%#159$130.0M461,374$166.7M554,133-92,759-16.74%Reduce
BNP PARIBAS FINANCIAL MARKETS
0.06%0.01%#198$126.3M448,361$13.6M45,357+403,004+888.52%Add
Epoch Investment Partners, Inc.
0.72%0.74%#54$126.1M447,634$122.8M408,301+39,333+9.63%Add
VICTORY CAPITAL MANAGEMENT INC
0.07%0.08%#187$124.9M443,434$122.1M405,812+37,622+9.27%Add
Castle Hook Partners LP
0.53%#69$114.6M406,916$00+406,916New Buy
WELLS FARGO & COMPANY/MN
0.02%0.02%#371$109.1M387,223$126.6M420,689-33,466-7.96%Reduce
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
5.69%6.4%#9$107.9M382,961$117.8M391,686-8,725-2.23%Reduce
APG Asset Management N.V.
0.26%0.64%#95$107.7M437,217$201.7M772,692-335,475-43.42%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow