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

Top institutional holders (Form 13F)

Showing 15 of 778 managers by value.

ManagerLocationValueShares
VANGUARD GROUP INCValley Forge, PA$2.9B8,148,558
BlackRock, Inc.New York, NY$1.5B4,974,255
Dodge & CoxSan Francisco, CA$1.2B4,146,547
Boston PartnersBOSTON, MA$1.2B4,250,828
JANUS HENDERSON GROUP PLCLONDON, X0$1.1B3,666,780
PRINCIPAL FINANCIAL GROUP INCDES MOINES, IA$756.3M2,684,964
SAMLYN CAPITAL, LLCNew York, NY$698.9M2,323,360
Capital World InvestorsLOS ANGELES, CA$695.7M2,312,446
LONE PINE CAPITAL LLCGreenwich, CT$616.7M2,049,967
ALLIANCEBERNSTEIN L.P.NASHVILLE, TN$561.5M1,571,998
STATE STREET CORPBOSTON, MA$560.5M1,863,266
WCM INVESTMENT MANAGEMENT, LLCLAGUNA BEACH, CA$520.6M1,734,395
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCLOS ANGELES, CA$505.4M1,680,090
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$478.5M1,594,750
MASSACHUSETTS FINANCIAL SERVICES CO /MA/Boston, MA$413.8M1,458,759

Top fund holders (N-PORT)

Showing 15 of 59 fund positions by value.

FundRegistrantValue% of fund
Growth Fund of AmericaGrowth Fund of America$442.0M12.25%
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$268.8M32.99%
MFS Growth FundMFS Series Trust II$196.1M47.09%
Dodge & Cox Global Stock FundDodge & Cox Funds$142.2M118.48%
Virtus KAR Mid-Cap Core FundVirtus Equity Trust$109.5M562.03%
Touchstone Strategic Trust-Touchstone Large Cap Focused FundTouchstone Strategic Trust$45.9M140.82%
Janus Henderson Venture FundJANUS INVESTMENT FUND$45.0M146.76%
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC.$39.3M92.19%
Capital World Growth & Income FundCapital World Growth & Income Fund$38.0M2.38%
PGIM Jennison Mid-Cap Growth FundPrudential Jennison Mid-Cap Growth Fund, Inc.$24.0M133.81%
AB SUSTAINABLE GLOBAL THEMATIC FUND, INC.AB SUSTAINABLE GLOBAL THEMATIC FUND, INC.$19.5M144.98%
Meridian Contrarian FundMeridian Fund Inc$17.3M294.79%
Large Cap Index Master PortfolioMaster Investment Portfolio$14.4M3.96%
BEXIL INVESTMENT TRUSTBexil Investment Trust$14.0M464.61%
Eaton Vance Tax-Managed Diversified Equity Income FundEaton Vance Tax-Managed Diversified Equity Income Fund$13.7M55.20%

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