Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
747 institutional managers reported holding LPLA for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 48%. 87 opened new positions; 150 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 8.18M | 10.17% | $2.46B | unchanged | ≤2013 |
| BlackRock | 4.97M | 6.18% | $1.50B | unchanged | ≤2013 |
| Dodge & Cox | 4.15M | 5.15% | $1.25B | added +5% | 2024 Q3 |
| Boston Partners | 4.13M | 5.14% | $1.24B | added +16.4% | 2018 Q4 |
| MFS Investment Management | 3.87M | 4.81% | $1.16B | added +4% | 2022 Q4 |
| Janus Henderson | 3.67M | 4.56% | $1.10B | added +8.6% | ≤2013 |
| Principal Financial Group INC | 2.64M | 3.28% | $794.0M | added +36.3% | ≤2013 |
| Samlyn Capital, LLC | 2.32M | 2.89% | $699.0M | added +47.1% | 2017 Q1 |
| Capital Group (American Funds) | 2.31M | 2.88% | $695.7M | trimmed -36.2% | 2024 Q2 |
| Lone Pine Capital (focused) | 2.05M | 2.55% | $616.7M | trimmed -1.2% | 2022 Q2 |
| State Street | 1.86M | 2.32% | $560.5M | added +1.1% | ≤2013 |
| WCM Investment Management | 1.73M | 2.16% | $521.8M | added +0.8% | 2022 Q2 |
| Kayne Anderson Rudnick Investment Management LLC | 1.68M | 2.09% | $505.4M | trimmed -26.9% | 2021 Q1 |
| Geode Capital | 1.59M | 1.98% | $479.8M | added +2.6% | ≤2013 |
| AllianceBernstein | 1.57M | 1.95% | $472.9M | added +31.1% | ≤2013 |
| FMR (Fidelity) | 1.30M | 1.61% | $390.4M | added +95.1% | 2016 Q4 |
| Morgan Stanley | 1.28M | 1.60% | $386.2M | trimmed -27.2% | ≤2013 |
| UBS | 1.25M | 1.55% | $374.7M | added +23.2% | ≤2013 |
| Barrow Hanley Mewhinney & Strauss LLC | 1.09M | 1.36% | $328.9M | trimmed -13.3% | 2025 Q4 |
| SurgoCap Partners LP (focused) | 1.02M | 1.27% | $307.1M | added +2.6% | 2023 Q4 |
| VAN ECK Associates CORP | 1.00M | 1.25% | $301.7M | added +103.1% | 2023 Q2 |
| Citadel Advisors | 923.5k | 1.15% | $277.8M | added +159.1% | 2025 Q3 |
| Darlington Partners Capital Management, LP (focused) | 893.0k | 1.11% | $268.7M | added +14% | 2021 Q4 |
| Millennium Management | 890.3k | 1.11% | $267.8M | added +192.2% | 2016 Q2 |
| Westfield Capital Management CO LP | 881.5k | 1.10% | $265.2M | added +40.9% | 2018 Q1 |
| Dimensional Fund Advisors | 816.4k | 1.01% | $245.6M | added +3.6% | ≤2013 |
| Bank OF America CORP /DE/ | 803.4k | 1.00% | $241.7M | added +0.9% | ≤2013 |
| APG Asset Management N.v. | 772.7k | 0.96% | $232.5M | added +3.9% | 2022 Q2 |
| Raymond James Financial INC | 666.1k | 0.83% | $200.4M | trimmed -8.7% | 2015 Q3 |
| Markel Group | 560.0k | 0.70% | $168.5M | unchanged | 2022 Q4 |
| TD Asset Management INC | 554.1k | 0.69% | $166.7M | trimmed -12.5% | 2020 Q3 |
| Northern Trust | 525.4k | 0.65% | $158.1M | added +1.9% | ≤2013 |
| T. Rowe Price | 498.6k | 0.62% | $150.0M | added +72.1% | ≤2013 |
| American Century Companies INC | 487.8k | 0.61% | $146.7M | added +7% | 2018 Q3 |
| Charles Schwab Investment Management | 440.5k | 0.55% | $132.5M | added +5.2% | ≤2013 |
| Azora Capital LP (focused) | 427.3k | 0.53% | $128.6M | trimmed -4.7% | 2017 Q4 |
| Wells Fargo & COMPANY/MN | 420.7k | 0.52% | $126.6M | trimmed -13.6% | ≤2013 |
| Holocene Advisors | 417.6k | 0.52% | $125.6M | added +15.3% | 2024 Q2 |
| Epoch Investment Partners, INC. | 408.3k | 0.51% | $122.8M | trimmed -11.7% | 2020 Q3 |
| Victory Capital Management INC | 405.8k | 0.50% | $122.1M | added +288.5% | 2016 Q1 |
| Franklin Resources | 402.0k | 0.50% | $120.9M | added +148.5% | 2021 Q1 |
| Fairview Capital Investment Management, LLC | 391.7k | 0.49% | $117.8M | trimmed -5.3% | ≤2013 |
| BNY Mellon | 383.8k | 0.48% | $115.5M | added +5.1% | ≤2013 |
| Caisse de depot et placement du Quebec | 364.8k | 0.45% | $109.7M | unchanged | 2022 Q2 |
| Goldman Sachs | 360.8k | 0.45% | $108.5M | added +29.1% | ≤2013 |
| Invesco | 349.0k | 0.43% | $105.0M | trimmed -32.2% | ≤2013 |
| Fort Washington Investment Advisors INC /OH/ | 348.1k | 0.43% | $104.7M | added +38.5% | 2021 Q1 |
| Envestnet Asset Management INC | 336.8k | 0.42% | $101.3M | trimmed -4.6% | 2016 Q4 |
| Voya Investment Management LLC | 329.3k | 0.41% | $99.1M | added +4113.3% | ≤2013 |
| Nomura Asset Management International INC. | 328.9k | 0.41% | $98.9M | trimmed -7.4% | 2024 Q3 |
Largest 50 of 747 shown; the full ranked, searchable register is at boothcheck.com/holders/LPLA. 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.