Ranked by reported Q1 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 | 15.1M | $58.7M | +41.7% | 1.514% | 0.00% |
| 2 | BlackRock, Inc. | 4.2M | $16.2M | +2511.8% | 0.419% | 0.00% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 3.3M | $13.0M | -9.3% | 0.334% | 0.00% |
| 4 | AMERICAN CENTURY COMPANIES INC | 2.7M | $10.3M | +32.1% | 0.265% | 0.01% |
| 5 | Connor, Clark & Lunn Investment Management Ltd. | 1.8M | $7.1M | -25.4% | 0.182% | 0.02% |
| 6 | GOLDMAN SACHS GROUP INC | 1.3M | $5.2M | +270.4% | 0.133% | 0.00% |
| 7 | MARSHALL WACE, LLP | 1.2M | $4.8M | +110.8% | 0.125% | 0.01% |
| 8 | TWO SIGMA INVESTMENTS, LP | 941K | $3.7M | +87.0% | 0.094% | 0.00% |
| 9 | Creative Planning | 909K | $3.5M | +4839.0% | 0.091% | 0.00% |
| 10 | D. E. Shaw & Co., Inc. | 856K | $3.3M | +2640.2% | 0.086% | 0.00% |
| 11 | STATE STREET CORP | 854K | $3.3M | +6.1% | 0.085% | 0.00% |
| 12 | JustInvest LLC | 612K | $2.4M | +37.9% | 0.061% | 0.02% |
| 13 | Ethic Inc. | 593K | $2.3M | +28.5% | 0.059% | 0.04% |
| 14 | BARCLAYS PLC | 490K | $1.9M | — | 0.049% | 0.00% |
| 15 | Corient Private Wealth LLC | 478K | $1.8M | -24.6% | 0.048% | 0.00% |
| 16 | Qube Research & Technologies Ltd | 430K | $1.7M | +62.0% | 0.043% | 0.00% |
| 17 | UBS Group AG | 413K | $1.6M | +43.2% | 0.041% | 0.00% |
| 18 | RHUMBLINE ADVISERS | 390K | $1.5M | +28.8% | 0.039% | 0.00% |
| 19 | LAIRD NORTON TRUST COMPANY, LLC | 379K | $1.5M | +149.6% | 0.038% | 0.03% |
| 20 | Mariner, LLC | 373K | $1.4M | +44.1% | 0.037% | 0.00% |
| 21 | Cerity Partners LLC | 336K | $1.3M | +98.5% | 0.034% | 0.00% |
| 22 | Point72 Asset Management, L.P. | 323K | $1.3M | -16.3% | 0.032% | 0.00% |
| 23 | PNC FINANCIAL SERVICES GROUP, INC. | 320K | $1.2M | +37.3% | 0.032% | 0.00% |
| 24 | SIMPLEX TRADING, LLC | 302K | $1.2M | +10235.6% | 0.030% | 0.04% |
| 25 | FMR LLC | 285K | $1.1M | +117.5% | 0.028% | 0.00% |
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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 155 | +21% | 3.64% | +0.76 pp | $169M | +26% |
| Q4 2025 | 128 | +8.5% | 2.88% | 0.11 pp | $134M | 3.8% |
| Q3 2025 | 118 | +27% | 2.99% | +1.59 pp | $139M | +114% |
| Q2 2025 | 93 | +18% | 1.40% | +0.24 pp | $65M | +20% |
| Q1 2025 | 79 | 6.0% | 1.16% | +0.14 pp | $54M | +14% |
| Q4 2024 | 84 | +1.2% | 1.02% | 0.35 pp | $47M | 26% |
| Q3 2024 | 83 | 6.7% | 1.37% | 1.04 pp | $64M | 43% |
| Q2 2024 | 89 | — | 2.41% | — | $112M | — |
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 Q1 2026 13F filings, institutional ownership of LG Display Co., Ltd. stands at 3.6%, held across 155 reporting institutions.
MORGAN STANLEY is the largest reported institutional holder of LPL, with approximately 15,138,997 shares worth $0.06B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of LPL, including TWO SIGMA INVESTMENTS, LP, Point72 Asset Management, L.P..
Our composite Smart Money Score for LPL is 71 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
45 institutions opened new positions in LPL during Q1 2026, while 18 fully exited. 72 added to existing positions and 37 trimmed.
LPL institutional ownership rose by 0.76 percentage points quarter-over-quarter, with a net change of +27 holders.
The top 10 institutions account for 74.3% of all reported 13F value in LPL, and the top 25 account for 89.4%.
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.