Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
154 institutional managers reported holding LPL for the quarter ended Mar 31, 2026. Together they hold about 5% of shares outstanding; the top 10 hold 3%. 45 opened new positions; 18 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Morgan Stanley | 15.14M | 1.61% | $59.0M | added +41.7% | ≤2013 |
| BlackRock | 4.18M | 0.44% | $16.3M | added +2511.8% | 2019 Q3 |
| Dimensional Fund Advisors | 3.34M | 0.35% | $13.0M | trimmed -9.2% | ≤2013 |
| American Century Companies INC | 2.66M | 0.28% | $10.4M | added +32.1% | 2019 Q4 |
| Connor, Clark & Lunn Investment Management LTD. | 1.82M | 0.19% | $7.1M | trimmed -25.4% | 2019 Q2 |
| Goldman Sachs | 1.33M | 0.14% | $5.2M | added +270.4% | 2020 Q3 |
| Marshall Wace | 1.25M | 0.13% | $4.9M | added +110.8% | 2025 Q2 |
| Two Sigma | 941.0k | 0.10% | $3.7M | added +87% | 2022 Q2 |
| Creative Planning | 909.2k | 0.10% | $3.5M | added +4839% | 2025 Q2 |
| D. E. Shaw | 855.8k | 0.09% | $3.3M | added +2640.2% | 2025 Q3 |
| State Street | 853.6k | 0.09% | $3.3M | added +6.1% | ≤2013 |
| Vanguard Group | 612.2k | 0.07% | $2.4M | added +37.8% | 2020 Q1 |
| Ethic INC. | 592.6k | 0.06% | $2.3M | added +28.5% | 2020 Q2 |
| Barclays PLC | 490.0k | 0.05% | $1.9M | opened | 2025 Q1 |
| Corient Private Wealth LLC | 477.7k | 0.05% | $1.9M | trimmed -24.6% | 2022 Q4 |
| Qube Research & Technologies LTD | 430.1k | 0.05% | $1.7M | added +62% | 2025 Q4 |
| UBS | 430.0k | 0.05% | $1.7M | added +47.8% | ≤2013 |
| Rhumbline Advisers | 389.9k | 0.04% | $1.5M | added +28.8% | 2023 Q2 |
| Laird Norton Wetherby Trust Company, LLC | 378.7k | 0.04% | $1.5M | added +149.6% | 2024 Q1 |
| Mariner, LLC | 372.7k | 0.04% | $1.5M | added +44.1% | 2022 Q3 |
| Cerity Partners LLC | 336.3k | 0.04% | $1.3M | added +98.5% | 2021 Q4 |
| Point72 | 323.1k | 0.03% | $1.3M | trimmed -16.3% | 2025 Q4 |
| PNC Financial Services Group, INC. | 320.2k | 0.03% | $1.2M | added +37.3% | 2013 Q4 |
| Simplex Trading, LLC | 301.7k | 0.03% | $1.2M | added +10235.6% | 2022 Q2 |
| FMR (Fidelity) | 284.6k | 0.03% | $1.1M | added +117.5% | 2021 Q1 |
| Public Employees Retirement System OF Ohio | 248.1k | 0.03% | $967k | trimmed -22.6% | 2024 Q3 |
| Sequoia Financial Advisors, LLC | 237.4k | 0.03% | $926k | added +58.9% | 2021 Q4 |
| First Trust Advisors LP | 229.7k | 0.02% | $896k | added +135.3% | 2024 Q4 |
| IEQ Capital, LLC | 189.3k | 0.02% | $738k | added +56.4% | 2025 Q1 |
| Renaissance Technologies | 176.4k | 0.02% | $688k | trimmed -67.3% | 2025 Q2 |
| PCM Encore, LLC | 151.9k | 0.02% | $592k | added +71.1% | 2025 Q4 |
| Vident Advisory, LLC | 150.1k | 0.02% | $585k | added +1% | 2022 Q1 |
| Group ONE Trading LLC | 143.7k | 0.01% | $560k | added +6949.3% | 2025 Q3 |
| Citigroup INC | 128.9k | 0.01% | $503k | added +32.7% | 2018 Q4 |
| PDS Planning, INC | 125.2k | 0.01% | $488k | added +46.6% | 2020 Q3 |
| Quadrant Capital Group LLC | 116.8k | 0.01% | $455k | added +32.7% | 2015 Q2 |
| Caprock Group, LLC | 109.4k | 0.01% | $427k | added +31.5% | 2023 Q2 |
| O'shaughnessy Asset Management, LLC | 107.2k | 0.01% | $418k | added +28.1% | 2025 Q4 |
| Blue Trust, INC. | 102.1k | 0.01% | $398k | added +119.3% | 2022 Q2 |
| QRG Capital Management, INC. | 94.6k | 0.01% | $369k | added +238.4% | 2025 Q4 |
| Northern Trust | 90.2k | 0.01% | $352k | added +4.4% | ≤2013 |
| Orion Porfolio Solutions, LLC | 86.6k | <0.01% | $338k | added +266.6% | 2022 Q4 |
| Gamma Investing LLC | 83.3k | <0.01% | $325k | added +4.1% | 2023 Q4 |
| Pathstone Holdings, LLC | 82.2k | <0.01% | $321k | added +191.4% | 2025 Q3 |
| Generali Investments Cee, investicni spolecnost, a.s. | 81.7k | <0.01% | $319k | unchanged | 2024 Q4 |
| US Bancorp \DE\ | 80.7k | <0.01% | $315k | added +10678% | ≤2013 |
| XTX Topco LTD | 75.7k | <0.01% | $295k | added +41.1% | 2025 Q2 |
| Susquehanna International Group | 72.0k | <0.01% | $281k | added +125.2% | 2025 Q3 |
| AQR Capital | 63.6k | <0.01% | $248k | added +3.1% | 2025 Q2 |
| Osaic Holdings, INC. | 60.9k | <0.01% | $237k | added +199.9% | 2020 Q1 |
Largest 50 of 154 shown; the full ranked, searchable register is at boothcheck.com/holders/LPL. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.