Institutional HoldersBeta
Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.
Share classes (cover page of the 20-F filed 2026-04-28, as of 2025-12-31)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | LPL · NYSE | 500,000,000 | 77,779,926 | 15.6% | 190 | 50186V102 |
Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.
Top holders (190 of 190 · 50186V102)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 20,298,472 | 4.06% | $79.0M | +5,159,475 (+34.1%) |
| 2 | BlackRock, Inc. | 18,841,217 | 3.77% | $73.3M | +14,656,397 (+350.2%) |
| 3 | Creative Planning | 3,274,872 | 0.65% | $12.7M | +2,365,651 (+260.2%) |
| 4 | AMERICAN CENTURY COMPANIES INC | 2,945,923 | 0.59% | $11.5M | +290,691 (+10.9%) |
| 5 | GOLDMAN SACHS GROUP INC | 2,928,181 | 0.59% | $11.4M | +1,594,830 (+119.6%) |
| 6 | DIMENSIONAL FUND ADVISORS LP | 2,807,699 | 0.56% | $10.9M | -534,521 (-16.0%) |
| 7 | MARSHALL WACE, LLP | 2,743,945 | 0.55% | $10.7M | +1,494,495 (+119.6%) |
| 8 | UBS Group AG | 2,314,742 | 0.46% | $9.0M | +1,901,914 (+460.7%) |
| 9 | D. E. Shaw & Co., Inc. | 1,642,836 | 0.33% | $6.4M | +787,072 (+92.0%) |
| 10 | TWO SIGMA INVESTMENTS, LP | 1,487,402 | 0.30% | $5.8M | +546,389 (+58.1%) |
| 11 | Connor, Clark & Lunn Investment Management Ltd. | 1,288,840 | 0.26% | $5.0M | -528,246 (-29.1%) |
| 12 | MILLENNIUM MANAGEMENT LLC | 1,169,282 | 0.23% | $4.5M | +1,136,336 (+3449.1%) |
| 13 | Vanguard Personalized Indexing Management, LLC | 978,827 | 0.20% | $3.8M | +366,590 (+59.9%) |
| 14 | STATE STREET CORP | 852,927 | 0.17% | $3.3M | -668 (-0.1%) |
| 15 | Laird Norton Wetherby Trust Company, LLC | 726,455 | 0.15% | $2.8M | +347,745 (+91.8%) |
| 16 | RHUMBLINE ADVISERS | 626,765 | 0.13% | $2.4M | +236,862 (+60.7%) |
| 17 | Corient Private Wealth LP | 592,123 | 0.12% | $2.3M | +114,381 (+23.9%) |
| 18 | RENAISSANCE TECHNOLOGIES LLC | 559,181 | 0.11% | $2.2M | +382,781 (+217.0%) |
| 19 | Sequoia Financial Advisors, LLC | 504,582 | 0.10% | $2.0M | +267,189 (+112.6%) |
| 20 | Cerity Partners LLC | 492,279 | 0.10% | $1.9M | +155,953 (+46.4%) |
| 21 | PNC Financial Services Group, Inc. | 446,454 | 0.09% | $1.7M | +126,210 (+39.4%) |
| 22 | FMR LLC | 430,740 | 0.09% | $1.7M | +146,154 (+51.4%) |
| 23 | Mariner, LLC | 419,341 | 0.08% | $1.6M | +46,615 (+12.5%) |
| 24 | Ethic Inc. | 411,623 | 0.08% | $1.6M | -181,025 (-30.5%) |
| 25 | CITIGROUP INC | 384,090 | 0.08% | $1.5M | +255,145 (+197.9%) |
| 26 | JPMORGAN CHASE & CO | 347,985 | 0.07% | $1.4M | +196,525 (+129.8%) |
| 27 | US BANCORP \DE\ | 340,604 | 0.07% | $1.3M | +259,877 (+321.9%) |
| 28 | SIMPLEX TRADING, LLC | 339,827 | 0.07% | $1.3M | +38,131 (+12.6%) |
| 29 | PCM Encore, LLC | 287,276 | 0.06% | $1.1M | +135,415 (+89.2%) |
| 30 | SIGNATUREFD, LLC | 277,775 | 0.06% | $1.1M | +228,305 (+461.5%) |
| 31 | Point72 Asset Management, L.P. | 259,796 | 0.05% | $1.0M | -63,343 (-19.6%) |
| 32 | FIRST TRUST ADVISORS LP | 258,664 | 0.05% | $1.0M | +28,949 (+12.6%) |
| 33 | Ballentine Partners, LLC | 249,792 | 0.05% | $972K | +192,347 (+334.8%) |
| 34 | QUADRANT CAPITAL GROUP LLC | 239,149 | 0.05% | $930K | +122,375 (+104.8%) |
| 35 | Vident Advisory, LLC | 230,645 | 0.05% | $897K | +80,588 (+53.7%) |
| 36 | Frank, Rimerman Advisors LLC | 225,123 | 0.05% | $876K | NEW |
| 37 | IEQ CAPITAL, LLC | 222,741 | 0.04% | $866K | +33,476 (+17.7%) |
| 38 | JANE STREET GROUP, LLC | 207,107 | 0.04% | $806K | NEW |
| 39 | PDS Planning, Inc | 200,765 | 0.04% | $781K | +75,603 (+60.4%) |
| 40 | GROUP ONE TRADING LLC | 178,898 | 0.04% | $696K | +35,234 (+24.5%) |
| 41 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 166,244 | 0.03% | $647K | -81,827 (-33.0%) |
| 42 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 156,817 | 0.03% | $610K | +49,641 (+46.3%) |
| 43 | XTX Topco Ltd | 139,623 | 0.03% | $543K | +63,894 (+84.4%) |
| 44 | AQR CAPITAL MANAGEMENT LLC | 134,470 | 0.03% | $523K | +70,841 (+111.3%) |
| 45 | West Family Investments, Inc. | 127,339 | 0.03% | $495K | +84,729 (+198.8%) |
| 46 | BNP PARIBAS FINANCIAL MARKETS | 117,591 | 0.02% | $457K | +66,844 (+131.7%) |
| 47 | Caprock Group, LLC | 116,147 | 0.02% | $452K | +6,724 (+6.1%) |
| 48 | Pathstone Holdings, LLC | 114,710 | 0.02% | $446K | +32,509 (+39.5%) |
| 49 | Parallel Advisors, LLC | 112,109 | 0.02% | $436K | +86,491 (+337.6%) |
| 50 | Generali Investments CEE, investicni spolecnost, a.s. | 110,000 | 0.02% | $428K | +28,262 (+34.6%) |
| 51 | Rockefeller Capital Management L.P. | 108,773 | 0.02% | $423K | +102,885 (+1747.4%) |
| 52 | BANK OF AMERICA CORP /DE/ | 106,269 | 0.02% | $413K | +84,429 (+386.6%) |
| 53 | OSAIC HOLDINGS, INC. | 101,502 | 0.02% | $395K | +40,627 (+66.7%) |
| 54 | NORTHERN TRUST CORP | 94,293 | 0.02% | $367K | +4,053 (+4.5%) |
| 55 | Orion Porfolio Solutions, LLC | 91,549 | 0.02% | $356K | +4,965 (+5.7%) |
| 56 | GREENLEAF TRUST | 89,635 | 0.02% | $349K | +66,781 (+292.2%) |
| 57 | Pinnacle Wealth Planning Services, Inc. | 87,951 | 0.02% | $342K | +61,771 (+235.9%) |
| 58 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 87,233 | 0.02% | $339K | +53,910 (+161.8%) |
| 59 | GAMMA Investing LLC | 87,102 | 0.02% | $339K | +3,808 (+4.6%) |
| 60 | Greenspring Advisors, LLC | 85,716 | 0.02% | $333K | +27,789 (+48.0%) |
| 61 | Blue Trust, Inc. | 85,530 | 0.02% | $333K | -16,565 (-16.2%) |
| 62 | BANK OF MONTREAL /CAN/ | 84,632 | 0.02% | $329K | +71,036 (+522.5%) |
| 63 | QRG CAPITAL MANAGEMENT, INC. | 80,794 | 0.02% | $314K | -13,778 (-14.6%) |
| 64 | HighTower Advisors, LLC | 78,161 | 0.02% | $304K | +31,208 (+66.5%) |
| 65 | MERCER GLOBAL ADVISORS INC /ADV | 73,255 | 0.01% | $285K | +60,029 (+453.9%) |
| 66 | GLENMEDE TRUST CO NA | 72,946 | 0.01% | $284K | +30,634 (+72.4%) |
| 67 | BSW Wealth Partners | 72,262 | 0.01% | $281K | +29,583 (+69.3%) |
| 68 | SEI INVESTMENTS CO | 71,166 | 0.01% | $277K | +15,404 (+27.6%) |
| 69 | Cambridge Investment Research Advisors, Inc. | 68,882 | 0.01% | $268K | +35,623 (+107.1%) |
| 70 | HB Wealth Management, LLC | 67,085 | 0.01% | $261K | +35,430 (+111.9%) |
| 71 | Sivia Capital Partners, LLC | 64,784 | 0.01% | $252K | +9,124 (+16.4%) |
| 72 | MW ADVISORY, LLC | 61,999 | 0.01% | $241K | NEW |
| 73 | Vise Technologies, Inc. | 59,539 | 0.01% | $232K | NEW |
| 74 | OneAscent Investment Solutions LLC | 55,830 | 0.01% | $217K | NEW |
| 75 | Crestwood Advisors Group, LLC | 51,906 | 0.01% | $202K | +13,915 (+36.6%) |
| 76 | SCHRODER INVESTMENT MANAGEMENT GROUP | 46,995 | 0.01% | $187K | -5,087 (-9.8%) |
| 77 | Composition Wealth, LLC | 37,584 | 0.01% | $146K | NEW |
| 78 | Inspire Advisors, LLC | 35,994 | 0.01% | $140K | +3,335 (+10.2%) |
| 79 | IMC-Chicago, LLC | 32,721 | 0.01% | $127K | NEW |
| 80 | XPONANCE LLC | 32,359 | 0.01% | $126K | -16,655 (-34.0%) |
| 81 | BLAIR WILLIAM & CO/IL | 32,300 | 0.01% | $128K | +6,645 (+25.9%) |
| 82 | Dynamic Technology Lab Private Ltd | 31,741 | 0.01% | $123K | +1,783 (+6.0%) |
| 83 | DIVERSIFIED TRUST CO | 31,223 | 0.01% | $121K | +11,720 (+60.1%) |
| 84 | Wellspring Financial Advisors, LLC | 29,626 | 0.01% | $115K | +2,124 (+7.7%) |
| 85 | Quadrant Private Wealth Management, LLC | 29,373 | 0.01% | $114K | NEW |
| 86 | Focus Partners Wealth | 29,335 | 0.01% | $114K | +12,555 (+74.8%) |
| 87 | EVERGREEN CAPITAL MANAGEMENT LLC | 29,240 | 0.01% | $114K | NEW |
| 88 | COMMONWEALTH EQUITY SERVICES, LLC | 27,191 | 0.01% | $106K | -607 (-2.2%) |
| 89 | WINTON GROUP Ltd | 26,700 | 0.01% | $104K | NEW |
| 90 | YOUSIF CAPITAL MANAGEMENT, LLC | 25,713 | 0.01% | $100K | -10,127 (-28.3%) |
| 91 | Fragasso Financial Advisors Inc | 24,683 | 0.00% | $96K | +5,424 (+28.2%) |
| 92 | Verdence Capital Advisors LLC | 24,189 | 0.00% | $94K | +3,045 (+14.4%) |
| 93 | Elmwood Wealth Management, Inc. | 24,019 | 0.00% | $93K | NEW |
| 94 | Calydon Capital | 23,727 | 0.00% | $92K | NEW |
| 95 | Piedmont Capital Management, LLC/NC | 23,136 | 0.00% | $90K | NEW |
| 96 | SIG BROKERAGE, LP | 23,000 | 0.00% | $89K | NEW |
| 97 | Ariadne Wealth Management, LP | 22,882 | 0.00% | $89K | NEW |
| 98 | MAI Capital Management | 22,776 | 0.00% | $89K | +20,607 (+950.1%) |
| 99 | Allworth Financial LP | 22,724 | 0.00% | $88K | +11,010 (+94.0%) |
| 100 | Enterprise Financial Services Corp | 22,698 | 0.00% | $88K | NEW |
| 101 | Merit Financial Group, LLC | 22,649 | 0.00% | $88K | +11,174 (+97.4%) |
| 102 | Inspire Investing, LLC | 22,640 | 0.00% | $88K | +2,487 (+12.3%) |
| 103 | Prime Capital Investment Advisors, LLC | 22,472 | 0.00% | $87K | NEW |
| 104 | GeoWealth Management, LLC | 22,274 | 0.00% | $87K | NEW |
| 105 | Savant Capital, LLC | 21,983 | 0.00% | $85K | -1,299 (-5.6%) |
| 106 | Avestar Capital, LLC | 21,248 | 0.00% | $83K | +5,452 (+34.5%) |
| 107 | Foster Group, Inc. | 21,204 | 0.00% | $82K | NEW |
| 108 | COLDSTREAM CAPITAL MANAGEMENT INC | 20,962 | 0.00% | $82K | -16,084 (-43.4%) |
| 109 | MGO ONE SEVEN LLC | 20,642 | 0.00% | $80K | +1,741 (+9.2%) |
| 110 | Johnson Financial Group, LLC | 20,050 | 0.00% | $78K | NEW |
| 111 | Valeo Financial Advisors, LLC | 19,945 | 0.00% | $78K | +9,470 (+90.4%) |
| 112 | EP Wealth Advisors, LLC | 18,935 | 0.00% | $74K | -5,501 (-22.5%) |
| 113 | Sound View Wealth Advisors Group, LLC | 18,800 | 0.00% | $73K | NEW |
| 114 | PFG Advisors | 17,650 | 0.00% | $69K | NEW |
| 115 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 17,203 | 0.00% | $67K | — |
| 116 | AlTi Global, Inc. | 16,376 | 0.00% | $64K | NEW |
| 117 | Plan A Wealth LLC | 16,337 | 0.00% | $64K | +1,525 (+10.3%) |
| 118 | Resonant Capital Advisors, LLC | 16,261 | 0.00% | $63K | +2,059 (+14.5%) |
| 119 | FINANCIAL CONSULATE, INC | 15,970 | 0.00% | $62K | +8,023 (+101.0%) |
| 120 | MML INVESTORS SERVICES, LLC | 15,894 | 0.00% | $62K | +1,015 (+6.8%) |
| 121 | Optas, LLC | 15,503 | 0.00% | $60K | NEW |
| 122 | Allspring Global Investments Holdings, LLC | 15,488 | 0.00% | $57K | +4,023 (+35.1%) |
| 123 | Nykredit A/S | 15,219 | 0.00% | $59K | NEW |
| 124 | Cetera Investment Advisers | 15,121 | 0.00% | $59K | +541 (+3.7%) |
| 125 | BIP Wealth, LLC | 14,608 | 0.00% | $57K | NEW |
| 126 | Syverson Strege & Co | 14,036 | 0.00% | $55K | +303 (+2.2%) |
| 127 | Basecamp Wealth Advisors LLC | 13,878 | 0.00% | $54K | +6,715 (+93.7%) |
| 128 | Essex Bank | 13,763 | 0.00% | $54K | +938 (+7.3%) |
| 129 | Canopy Partners, LLC | 13,646 | 0.00% | $53K | NEW |
| 130 | NewSquare Capital LLC | 12,481 | 0.00% | $49K | +2,100 (+20.2%) |
| 131 | Farther Finance Advisors, LLC | 12,419 | 0.00% | $48K | +8,683 (+232.4%) |
| 132 | Nuveen, LLC | 12,287 | 0.00% | $48K | NEW |
| 133 | Curi Capital, LLC | 12,216 | 0.00% | $48K | NEW |
| 134 | PARK AVENUE SECURITIES LLC | 11,881 | 0.00% | $46K | -880 (-6.9%) |
| 135 | Truepoint, Inc. | 11,704 | 0.00% | $46K | NEW |
| 136 | Focus Partners Advisor Solutions, LLC | 11,348 | 0.00% | $44K | NEW |
| 137 | Interchange Capital Partners, LLC | 11,151 | 0.00% | $43K | NEW |
| 138 | &PARTNERS | 10,830 | 0.00% | $42K | NEW |
| 139 | Simplicity Wealth,LLC | 10,204 | 0.00% | $40K | -359 (-3.4%) |
| 140 | Beacon Pointe Advisors, LLC | 10,196 | 0.00% | $40K | NEW |
| 141 | ENVESTNET ASSET MANAGEMENT INC | 10,183 | 0.00% | $40K | NEW |
| 142 | Balentine LLC | 10,147 | 0.00% | $39K | NEW |
| 143 | Arax Advisory Partners | 10,081 | 0.00% | $39K | +591 (+6.2%) |
| 144 | NISA INVESTMENT ADVISORS, LLC | 6,866 | 0.00% | $27K | +3,587 (+109.4%) |
| 145 | EverSource Wealth Advisors, LLC | 6,321 | 0.00% | $25K | -11,478 (-64.5%) |
| 146 | PEAK6 LLC | 6,176 | 0.00% | $24K | NEW |
| 147 | Global Retirement Partners, LLC | 5,859 | 0.00% | $23K | NEW |
| 148 | BARCLAYS PLC | 4,467 | 0.00% | $17K | -485,533 (-99.1%) |
| 149 | IFS Advisors, LLC | 3,040 | 0.00% | $12K | — |
| 150 | Parkside Financial Bank & Trust | 2,946 | 0.00% | $11K | +534 (+22.1%) |
| 151 | Caitong International Asset Management Co., Ltd | 2,737 | 0.00% | $11K | +2,735 (+136750.0%) |
| 152 | Physician Wealth Advisors, Inc. | 2,732 | 0.00% | $11K | +1,166 (+74.5%) |
| 153 | Silver Grove Financial Group, Inc. | 2,462 | 0.00% | $10K | NEW |
| 154 | Bell Investment Advisors, Inc | 2,277 | 0.00% | $9K | -282 (-11.0%) |
| 155 | RAFFA WEALTH MANAGEMENT, LLC | 2,272 | 0.00% | $9K | +1,058 (+87.1%) |
| 156 | WealthCollab, LLC | 2,251 | 0.00% | $9K | — |
| 157 | Cornerstone Financial Management LLC | 2,152 | 0.00% | $8K | +1,764 (+454.6%) |
| 158 | North Star Investment Management Corp. | 1,974 | 0.00% | $8K | +108 (+5.8%) |
| 159 | SHP Wealth Management | 1,766 | 0.00% | $7K | +796 (+82.1%) |
| 160 | Larson Financial Group LLC | 1,618 | 0.00% | $6K | — |
| 161 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,414 | 0.00% | $6K | — |
| 162 | BESSEMER GROUP INC | 1,331 | 0.00% | $5K | +47 (+3.7%) |
| 163 | JFS WEALTH ADVISORS, LLC | 1,017 | 0.00% | $4K | +219 (+27.4%) |
| 164 | Gleason Group, Inc. | 957 | 0.00% | $4K | NEW |
| 165 | Downshift Financial, LLC | 803 | 0.00% | $3K | NEW |
| 166 | Breakwater Investment Management | 706 | 0.00% | $3K | NEW |
| 167 | HARBOUR INVESTMENTS, INC. | 656 | 0.00% | $3K | +610 (+1326.1%) |
| 168 | Rossby Financial, LCC | 607 | 0.00% | $2K | +113 (+22.9%) |
| 169 | DEUTSCHE BANK AG\ | 601 | 0.00% | $2K | NEW |
| 170 | Tower Research Capital LLC (TRC) | 582 | 0.00% | $2K | -118 (-16.9%) |
| 171 | IMA Advisory Services, Inc. | 568 | 0.00% | $2K | +155 (+37.5%) |
| 172 | Federation des caisses Desjardins du Quebec | 560 | 0.00% | $2K | — |
| 173 | IFP Advisors, Inc | 522 | 0.00% | $2K | — |
| 174 | Versant Capital Management, Inc | 397 | 0.00% | $2K | NEW |
| 175 | WELLS FARGO & COMPANY/MN | 320 | 0.00% | $1K | +69 (+27.5%) |
| 176 | Nemes Rush Group LLC | 320 | 0.00% | $1K | — |
| 177 | Geneos Wealth Management Inc. | 319 | 0.00% | $1K | — |
| 178 | Steward Partners Investment Advisory, LLC | 304 | 0.00% | $1K | — |
| 179 | ASSETMARK, INC | 270 | 0.00% | $1K | -3 (-1.1%) |
| 180 | True Wealth Design, LLC | 222 | 0.00% | $864 | -6 (-2.6%) |
| 181 | Dogwood Wealth Management LLC | 209 | 0.00% | $813 | — |
| 182 | LRI Investments, LLC | 178 | 0.00% | $692 | +111 (+165.7%) |
| 183 | Noble Wealth Management PBC | 144 | 0.00% | $560 | NEW |
| 184 | Abound Wealth Management | 139 | 0.00% | $541 | — |
| 185 | Elequin Capital, LP | 111 | 0.00% | $432 | NEW |
| 186 | NATIONAL BANK OF CANADA /FI/ | 55 | 0.00% | $213 | NEW |
| 187 | SBI Securities Co., Ltd. | 51 | 0.00% | $198 | — |
| 188 | Ameritas Advisory Services, LLC | 24 | 0.00% | $93 | NEW |
| 189 | Glen Eagle Advisors, LLC | 14 | 0.00% | $54 | — |
| 190 | Institute for Wealth Management, LLC. | 6 | 0.00% | $22 | NEW |
Exited since 2026-03-31 (18 filers; largest 18 shown)
Large holders from 13D/13G (latest per reporting person, last 2 years)
Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.
| Reporting person | Form | Filed | Event | Shares | % of class |
|---|---|---|---|---|---|
| BlackRock, Inc. | SCHEDULE 13G | 2026-07-30 | 2026-06-30 | 29,095,485 | 5.8% |
Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.