| 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.
| 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.
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.