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LPLA Institutional Ownership & 13F Holders | SmartMoneyDB

LPLALPL FINL HLDGS INC

COM · CUSIP 50212V100

Smart Money Ownership

Of the 15 tracked institutions holding LPLA, 8 have a 3-year clone track record — 7 of them beat the S&P. Average holder's clone alpha: +4.6pt. It's a gauge of who owns the name, not just how many.

$36.3M · 0.1% of book

+10.2pt

Ken Griffin

$277.8M · 0.2% of book

+6.7pt

Stephen Mandel

$616.7M · 4.9% of book

+5.3pt

LPLA (LPL FINL HLDGS INC) Institutional Ownership Summary

Among the 15 tracked institutional investors we monitor, LPLA (LPL FINL HLDGS INC) is held with a combined value of $7.27B across 22,650,918 shares. The largest holder is VANGUARD GROUP INC with a position worth $2.91B (0.04% of their portfolio). 10 funds increased their holdings. 4 funds reduced their position.

Total Institutional Value

$7.27B

Total Shares Held

22,650,918

Institutional Holders

% of Shares Outstanding

28.3%

of 79.98M shares · SEC 2026-04-30

Days to Cover

3.2+14.8%

4.32M shares short · FINRA 2026-06-30

Tracked 13F institutions hold 28.3% of LPLA's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-04-30), not a live float.

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

FMR LLC+95% shares~$190.3M MILLENNIUM MANAGEMENT LLC+188% shares~$177.7M CITADEL ADVISORS LLC+159% shares~$170.6M PRICE T ROWE ASSOCIATES INC /MD/+72% shares~$62.8M Point72 Asset Management, L.P.+170% shares~$9.6M

13F Institutional Holders

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LONE PINE CAPITAL LLC

MILLENNIUM MANAGEMENT LLC

PRICE T ROWE ASSOCIATES INC /MD/

0.02% of book+72.1%

$150.00M

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$2.91B	8,148,558	0.04%	-1.9%
2	BlackRock, Inc.	$1.50B	4,974,255	0.03%	-0.3%
3	LONE PINE CAPITAL LLC	$616.69M	2,049,967	4.92%	-1.2%
4	STATE STREET CORP	$560.53M	1,863,266	0.02%	+1.1%
5	FMR LLC	$390.38M	1,297,690	0.02%	+95.1%
6	SurgoCap Partners LP	$307.10M	1,020,839	10.25%	+2.6%
7	CITADEL ADVISORS LLC	$277.81M	923,471	0.20%	+159.1%
8	MILLENNIUM MANAGEMENT LLC	$271.97M	904,053	0.11%	+188.4%
9	MARKEL GROUP INC.	$168.45M	559,951	1.41%	-
10	PRICE T ROWE ASSOCIATES INC /MD/	$150.00M	498,623	0.02%	+72.1%

Congress Trading

4 members · 16 disclosed trades in LPLA

Member	Type	Amount	Date
Gilbert Cisneros	Buy	$1,001 - $15,000	Jun 11, 2026
Gilbert Cisneros	Buy	$1,001 - $15,000	Jun 5, 2026
Gilbert Cisneros	Buy	$1,001 - $15,000	May 19, 2026
Gilbert Cisneros	Buy	$1,001 - $15,000

Frequently Asked Questions

Which institutional investors own the most LPLA stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of LPLA with a position worth $2.91B, representing 0.04% of their portfolio. In total, 15 institutional investors hold LPLA with a combined value of $7.27B.

What percentage of LPLA is owned by institutional investors?

Institutional investors hold $7.27B worth of LPLA stock across 15 positions. The largest institutional holder is VANGUARD GROUP INC with $2.91B in holdings.

What is a 13F filing and why does it matter for LPLA?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For LPLA, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track LPLA institutional moves

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