13F institutional ownership facts

Institutions tracked

50

Reported value

$1,000,007,943.00

Reported shares

3,550,156

Latest filing period

Q2 2026

Top institutional holders

  1. Dodge & Cox · $1,289,722,301 · 0.68%
  2. Jan van Eck - VanEck · $295,297,537 · 0.18%
  3. Steve Cohen - Point72 Asset Management · $142,908,940 · 0.16%
  4. Adage Capital Partners · $81,405,520 · 0.11%
  5. Renaissance Technologies · $42,719,589 · 0.06%
  6. Dmitry Balyasny - Balyasny Asset Management · $45,531,037 · 0.06%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$LPLA

Institutional Holdings

50

Top Institutions

Top Institutions

1

Dodge & Cox

4,578,679 shares

0.68%

% of Portfolio

2

Jan van Eck - VanEck

1,048,344 shares

0.18%

% of Portfolio

3

Steve Cohen - Point72 Asset Management

507,345 shares

0.16%

% of Portfolio

4

Adage Capital Partners

289,000 shares

0.11%

% of Portfolio

5

Renaissance Technologies

151,660 shares

0.06%

% of Portfolio

6

Dmitry Balyasny - Balyasny Asset Management

161,641 shares

0.06%

% of Portfolio

7

WCM Investment Management

1,810,058 shares

0.88%

% of Portfolio

8

Capital World Investors

2,343,266 shares

0.08%

% of Portfolio

9

BNP Paribas

448,361 shares

0.04%

% of Portfolio

10

David Solomon - Goldman Sachs

1,695,954 shares

0.04%

% of Portfolio

11

Ensign Peak Advisors

86,043 shares

0.04%

% of Portfolio

12

Charles Schwab

481,371 shares

0.02%

% of Portfolio

13

Geode Capital Management

1,502,575 shares

0.02%

% of Portfolio

14

Israel Englander - Millennium Management

206,159 shares

0.02%

% of Portfolio

15

Jane Street Group

642,484 shares

0.02%

% of Portfolio

16

Ken Griffin - Citadel Advisors

642,765 shares

0.02%

% of Portfolio

17

Larry Fink - BlackRock

4,732,991 shares

0.02%

% of Portfolio

18

Northern Trust Corp

508,634 shares

0.02%

% of Portfolio

19

State Street Corp

1,934,239 shares

0.02%

% of Portfolio

20

T. Rowe Price

539,921 shares

0.02%

% of Portfolio

21

UBS Group

540,254 shares

0.02%

% of Portfolio

22

Amundi

164,400 shares

0.01%

% of Portfolio

23

Jamie Dimon - JPMorgan Chase

392,561 shares

0.01%

% of Portfolio

24

Morgan Stanley

861,982 shares

0.01%

% of Portfolio

25

Nuveen

205,383 shares

0.01%

% of Portfolio

26

Voya Investment Mgmt

54,946 shares

0.01%

% of Portfolio

27

Ron Baron - Baron Capital

114,224 shares

0.05%

% of Portfolio

28

CalPERS

107,383 shares

0.02%

% of Portfolio

29

Legal & General

283,459 shares

0.02%

% of Portfolio

30

Franklin Resources

134,652 shares

0.01%

% of Portfolio

31

Jennison Associates

53,967 shares

0.01%

% of Portfolio

32

Mitsubishi Ufj Asset Management Co., Ltd.

95,357 shares

0.01%

% of Portfolio

33

Wellington Management

77,866 shares

NaN%

% of Portfolio

34

Cliff Asness - AQR Capital Management

34,500 shares

NaN%

% of Portfolio

35

Robeco Institutional Asset Management

7,163 shares

NaN%

% of Portfolio

36

Invesco

106,651 shares

NaN%

% of Portfolio

37

SG Americas Securities

10,042 shares

NaN%

% of Portfolio

38

PNC Financial Services

9,093 shares

NaN%

% of Portfolio

39

Neuberger Berman

5,362 shares

NaN%

% of Portfolio

40

PFA Pension

535 shares

NaN%

% of Portfolio

41

Fidelity International (FIL)

627 shares

NaN%

% of Portfolio

42

Canada Pension Plan Investment Board

0 shares

0.00%

% of Portfolio

43

Tom Gayner - Markel Group

559,951 shares

1.20%

% of Portfolio

44

Louis Moore Bacon - Moore Capital Management

55,840 shares

0.23%

% of Portfolio

45

Steve Mandel - Lone Pine Capital

1,219,099 shares

2.10%

% of Portfolio

46

First Pacific Advisors

321,244 shares

1.12%

% of Portfolio

47

Scott Brayman - Champlain Invest Partners

86,115 shares

0.62%

% of Portfolio

48

Diamond Hill Capital Management

129,413 shares

0.29%

% of Portfolio

49

Garrett Thornburg - Thornburg Invest Mgmt

54,967 shares

0.15%

% of Portfolio

50

Paul Tudor Jones - Tudor Investment Corp

9,632 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

42%

LARGE

29%

MEDIUM

26%

SMALL

3%

Geographic Distribution

North America
72%
Europe
19%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

47

Sellers

24

Holders

71

New

16

Exited

6

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Insider TradingPRO

Trading Statistics

Insider Buyers

10

Insider Sellers

24

Purchase Value

$11.2M

Role Distribution

CEO
27%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

77

B+

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
87
Recent Activity
64
Concentration
71
Momentum
73
Stability
81

Recent Actions

New

12

Increased

29

Decreased

14

Exited

4

Total

55

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