Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in LPL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 20.3M | $79.0M | +34.1% | 2.030% | 0.00% |
| 2 | BlackRock, Inc. | 18.8M | $73.3M | +350.2% | 1.884% | 0.00% |
| 3 | Creative Planning | 3.3M | $12.7M | +260.2% | 0.328% | 0.01% |
| 4 | AMERICAN CENTURY COMPANIES INC | 2.9M | $11.5M | +10.9% | 0.295% | 0.01% |
| 5 | GOLDMAN SACHS GROUP INC | 2.9M | $11.4M | +119.6% | 0.293% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 2.8M | $10.9M | -16.0% | 0.281% | 0.00% |
| 7 | MARSHALL WACE, LLP | 2.7M | $10.7M | +119.6% | 0.274% | 0.01% |
| 8 | UBS Group AG | 2.3M | $9.0M | +460.7% | 0.231% | 0.00% |
| 9 | D. E. Shaw & Co., Inc. | 1.6M | $6.4M | +92.0% | 0.164% | 0.00% |
| 10 | TWO SIGMA INVESTMENTS, LP | 1.5M | $5.8M | +58.1% | 0.149% | 0.00% |
| 11 | Connor, Clark & Lunn Investment Management Ltd. | 1.3M | $5.0M | -29.1% | 0.129% | 0.01% |
| 12 | PEAK6 LLC | 1.2M | $4.7M | — | 0.121% | 0.01% |
| 13 | MILLENNIUM MANAGEMENT LLC | 1.2M | $4.5M | +3449.1% | 0.117% | 0.00% |
| 14 | Vanguard Personalized Indexing Management, LLC | 979K | $3.8M | +59.9% | 0.098% | 0.03% |
| 15 | STATE STREET CORP | 853K | $3.3M | -0.1% | 0.085% | 0.00% |
| 16 | Laird Norton Wetherby Trust Company, LLC | 726K | $2.8M | +91.8% | 0.073% | 0.05% |
| 17 | RHUMBLINE ADVISERS | 627K | $2.4M | +60.8% | 0.063% | 0.00% |
| 18 | Corient Private Wealth LP | 592K | $2.3M | +23.9% | 0.059% | 0.00% |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 559K | $2.2M | +217.0% | 0.056% | 0.00% |
| 20 | Sequoia Financial Advisors, LLC | 505K | $2.0M | +112.5% | 0.051% | 0.01% |
| 21 | Cerity Partners LLC | 492K | $1.9M | +46.4% | 0.049% | 0.00% |
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | 446K | $1.7M | +39.4% | 0.045% | 0.00% |
| 23 | FMR LLC | 431K | $1.7M | +51.4% | 0.043% | 0.00% |
| 24 | Mariner, LLC | 419K | $1.6M | +12.5% | 0.042% | 0.00% |
| 25 | Ethic Inc. | 412K | $1.6M | -30.6% | 0.041% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LPL — a direct measure of their conviction.
Filings activity in LPL during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new LPL position in Q2 2026
Institutions that fully closed their LPL position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 190 | +20% | 7.90% | +3.49 pp | $307M | +80% |
| Q1 2026 | 158 | +21% | 4.41% | +1.23 pp | $171M | +26% |
| Q4 2025 | 131 | +10% | 3.18% | +0.46 pp | $136M | 3.2% |
| Q3 2025 | 119 | +28% | 2.72% | +0.86 pp | $140M | +116% |
| Q2 2025 | 93 | +18% | 1.86% | +0.11 pp | $65M | +20% |
| Q1 2025 | 79 | 6.0% | 1.75% | +0.21 pp | $54M | +14% |
| Q4 2024 | 84 | +1.2% | 1.54% | 0.04 pp | $47M | 26% |
| Q3 2024 | 83 | — | 1.58% | — | $64M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LPL stock.
Based on Q2 2026 13F filings, institutional ownership of LG Display Co., Ltd. stands at 7.9%, held across 190 reporting institutions.
MORGAN STANLEY is the largest reported institutional holder of LPL, with approximately 20,298,472 shares worth $0.08B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of LPL, including TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for LPL is 83 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
46 institutions opened new positions in LPL during Q2 2026, while 15 fully exited. 114 added to existing positions and 22 trimmed.
LPL institutional ownership rose by 3.49 percentage points quarter-over-quarter, with a net change of +32 holders.
The top 10 institutions account for 75.1% of all reported 13F value in LPL, and the top 25 account for 88.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.