# LPL FINL HLDGS INC COM

LPL FINL HLDGS INC COM is a security (CUSIP 50212V100) tracked across SEC portfolio filings. 778 institutional managers reported $23.8B on Form 13F as of 2026-06-30; 59 registered fund positions totaling $1.5B via N-PORT as of 2026-05-31.

## Summary

- Issuer: LPL FINL HLDGS INC
- Class: COM
- CUSIP: 50212V100
- Asset category: EC
- 13F holders: 778
- 13F value: $23.8B
- 13F period: 2026-06-30
- N-PORT fund positions: 59
- N-PORT value: $1.5B
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 778 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $2.9B | 8,148,558 |
| BlackRock, Inc. | New York, NY | $1.5B | 4,974,255 |
| [Dodge & Cox](https://search.stillhousedata.com/firm/104596) | San Francisco, CA | $1.2B | 4,146,547 |
| Boston Partners | BOSTON, MA | $1.2B | 4,250,828 |
| JANUS HENDERSON GROUP PLC | LONDON, X0 | $1.1B | 3,666,780 |
| PRINCIPAL FINANCIAL GROUP INC | DES MOINES, IA | $756.3M | 2,684,964 |
| [SAMLYN CAPITAL, LLC](https://search.stillhousedata.com/firm/158296) | New York, NY | $698.9M | 2,323,360 |
| Capital World Investors | LOS ANGELES, CA | $695.7M | 2,312,446 |
| [LONE PINE CAPITAL LLC](https://search.stillhousedata.com/firm/156602) | Greenwich, CT | $616.7M | 2,049,967 |
| [ALLIANCEBERNSTEIN L.P.](https://search.stillhousedata.com/firm/108477) | NASHVILLE, TN | $561.5M | 1,571,998 |
| STATE STREET CORP | BOSTON, MA | $560.5M | 1,863,266 |
| [WCM INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/104702) | LAGUNA BEACH, CA | $520.6M | 1,734,395 |
| [KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/104599) | LOS ANGELES, CA | $505.4M | 1,680,090 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $478.5M | 1,594,750 |
| [MASSACHUSETTS FINANCIAL SERVICES CO /MA/](https://search.stillhousedata.com/firm/110045) | Boston, MA | $413.8M | 1,458,759 |

## Top fund holders (N-PORT)

_Showing 15 of 59 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Growth Fund of America](https://search.stillhousedata.com/fund/S000009228) | Growth Fund of America | $442.0M | 12.25% |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $268.8M | 32.99% |
| [MFS Growth Fund](https://search.stillhousedata.com/fund/S000002419) | MFS Series Trust II | $196.1M | 47.09% |
| [Dodge & Cox Global Stock Fund](https://search.stillhousedata.com/fund/S000022057) | Dodge & Cox Funds | $142.2M | 118.48% |
| [Virtus KAR Mid-Cap Core Fund](https://search.stillhousedata.com/fund/S000025925) | Virtus Equity Trust | $109.5M | 562.03% |
| [Touchstone Strategic Trust-Touchstone Large Cap Focused Fund](https://search.stillhousedata.com/fund/S000059010) | Touchstone Strategic Trust | $45.9M | 140.82% |
| [Janus Henderson Venture Fund](https://search.stillhousedata.com/fund/S000010488) | JANUS INVESTMENT FUND | $45.0M | 146.76% |
| [T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.](https://search.stillhousedata.com/fund/S000002073) | T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | $39.3M | 92.19% |
| [Capital World Growth & Income Fund](https://search.stillhousedata.com/fund/S000009001) | Capital World Growth & Income Fund | $38.0M | 2.38% |
| [PGIM Jennison Mid-Cap Growth Fund](https://search.stillhousedata.com/fund/S000004657) | Prudential Jennison Mid-Cap Growth Fund, Inc. | $24.0M | 133.81% |
| [AB SUSTAINABLE GLOBAL THEMATIC FUND, INC.](https://search.stillhousedata.com/fund/S000010074) | AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. | $19.5M | 144.98% |
| [Meridian Contrarian Fund](https://search.stillhousedata.com/fund/S000001463) | Meridian Fund Inc | $17.3M | 294.79% |
| [Large Cap Index Master Portfolio](https://search.stillhousedata.com/fund/S000033023) | Master Investment Portfolio | $14.4M | 3.96% |
| BEXIL INVESTMENT TRUST | Bexil Investment Trust | $14.0M | 464.61% |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | Eaton Vance Tax-Managed Diversified Equity Income Fund | $13.7M | 55.20% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/50212V100.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
