LPLA
LPL Financial Holdings Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
LPL Financial Holdings Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Fund move
Fund move
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
No thesis.
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $1.3B | 5.70% | −4.85% | |
| 2 | Dodge & COXDodge & COX | $1.3B | 5.51% | +10.42% | |
| 3 | Boston PartnersBoston Partners | $1.2B | 5.14% | +2.89% | |
| 4 | Jupiter TopcoJupiter Topco | $1.2B | 5.05% | — | |
| 5 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $1.1B | 4.61% | −0.52% | |
| 6 | Vanguard Capital ManagementVanguardindex-like | $1.0B | 4.35% | +0.46% | |
| 7 | Principal Financial GroupPrincipal Financial | $756.3M | 3.23% | +1.84% | |
| 8 | Samlyn CapitalSamlyn Capital | $677.6M | 2.90% | +3.54% | |
| 9 | Capital World InvestorsCapital World Investors | $660.1M | 2.82% | +1.33% | |
| 10 | State StreetState Streetindex-like | $544.8M | 2.33% | +3.81% | |
| 11 | WCM Investment ManagementWCM | $487.3M | 2.08% | +4.36% | |
| 12 | Goldman Sachs GroupGoldman Sachs | $477.7M | 2.04% | +370.05% | |
| 13 | Geode Capital ManagementGeodeindex-like | $422.0M | 1.80% | −5.78% | |
| 14 | AlliancebernsteinAlliancebernstein | $416.9M | 1.78% | −11.85% | |
| 15 | Massachusetts Financial ServicesMassachusetts Financial Services | $413.8M | 1.77% | −62.30% | |
| 16 | Kayne Anderson Rudnick Investment ManagementKayne Anderson Rudnick | $404.1M | 1.73% | −14.62% | |
| 17 | Lone Pine CapitalLone Pine Capital | $343.4M | 1.47% | −40.53% | |
| 18 | SurgoCap PartnersSurgoCap Partners | $299.5M | 1.28% | +4.15% | |
| 19 | Norges BankNorges Bankindex-like | $297.0M | 1.27% | — | |
| 20 | VAN ECK AssociatesVAN ECK | $295.3M | 1.26% | +4.52% | |
| 21 | Barrow Hanley Mewhinney & StraussBarrow Hanley Mewhinney & Strauss | $290.5M | 1.24% | −5.69% | |
| 22 | Darlington Partners Capital ManagementDarlington Partners | $279.7M | 1.20% | +11.20% | |
| 23 | FMRFMR | $276.4M | 1.18% | −24.37% | |
| 24 | Marshall WaceMarshall Wace | $274.8M | 1.17% | new | |
| 25 | Morgan StanleyMorgan Stanley | $242.8M | 1.04% | −32.85% |
767 managers report $23.4B of LPL Financial on form 13F for the quarter ended Jun 30 '26. 49 of them hold 80% of it; BlackRock is largest at 5.70%.
Linked news
LPL Financial Holdings Inc.
283.67
+4.13 · +1.48%
post 282.94 −0.26%
No implied move.
No implied move.
Expected move
No implied move.