LPL FINL HLDGS INC

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LPLA·50212V100·US·Common Stock·Financial Services - Capital Markets-13D/G

LPLA institutional ownership changes in Q2 2026: 124 institutions opened or added positions, 147 trimmed or exited. LPLA (LPL FINL HLDGS INC) is held by 269 institutional investors as of Q2 2026. Top institutional shareholders: BlackRock, Inc. ($1.3B), DODGE & COX ($1.3B), Boston Partners ($1.2B). Net institutional sentiment: Mixed. In Q2 2026, 1 member of Congress and 124 funds bought LPLA.

269

Holders

(21 Elite)

$20.1B

Total Value

46% (271)

Consensus

124 buying - 147 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)25

Insider (Form 4)77

Activist (13D/13G)28

Congressional (STOCK Act)56

Holder Quality

32

★★★★★

Elite

62

★★★★

Strong

40

★★★

Solid

78

★★

Below

15

★

Weak

Held by 269 funds

21 elite

Who's Trading

Source dates: Price Oct 23, 2026 · Insiders Sep 14, 2026 · Activists Aug 13, 2026 · Congress Jul 2, 2026

InsiderRKReeping KatharineSell $153KSep 11, 2026

InsiderFEField EmilyTax 106 shSep 5, 2026

InsiderMAMnookin AllisonVest 2 shAug 28, 2026

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Top Holders

Top Holders (269)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	4.7M(-4.8%)	$1.3B	0.0%	+35.56%	0
DODGE & COX	Increased	4.6M(+10.4%)	$1.3B	0.7%	-4.79%	50
Boston Partners	Increased	4.3M(+2.9%)	$1.2B	1.1%	+21.82%	52
JTJupiter Topco LLC	First report	4.2M	$1.2B	0.5%	+14.04%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Decreased	3.8M(-0.5%)	$1.1B	0.0%	+6.89%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	3.6M(+0.5%)	$1B	0.0%	+6.92%	32
PRINCIPAL FINANCIAL GROUP INC	Increased	2.7M(+1.8%)	$756.3M	0.4%	-2.00%	39
Capital World Investors	Increased	2.3M(+1.3%)	$660.1M	0.1%	-4.92%	32
STATE STREET CORP	Increased	1.9M(+3.8%)	$544.8M	0.0%	+118.21%	33
WCM INVESTMENT MANAGEMENT, LLC	Increased	1.8M(+4.4%)	$487.3M	0.9%	+53.41%	46
GOLDMAN SACHS GROUP INC	Increased	1.7M(+370.1%)	$477.7M	0.0%	+16.66%	50
GEODE CAPITAL MANAGEMENT, LLC	Decreased	1.5M(-5.8%)	$422M	0.0%	+104.27%	0
ALLIANCEBERNSTEIN L.P.	Decreased	1.4M(-11.8%)	$416.9M	0.1%	+0.10%	0
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	1.5M(-62.3%)	$413.8M	0.1%	-1.54%	0
KAKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Decreased	1.4M(-14.6%)	$404.1M	1.3%	+84.78%	0
LONE PINE CAPITAL LLC	Decreased	1.2M(-40.5%)	$343.4M	2.1%	+41.75%	0
BARROW HANLEY MEWHINNEY & STRAUSS LLC	Decreased	1M(-5.7%)	$290.5M	0.9%	-9.88%	0
FMR LLC	Decreased	981,391(-24.4%)	$276.4M	0.0%	+30.60%	0
MWMARSHALL WACE, LLP	New	975,627	$274.8M	0.2%	+14.04%	51
MORGAN STANLEY	Decreased	861,982(-32.9%)	$242.8M	0.0%	+3.12%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer