Back to LPLA.MX researchManagerReported valueSharesFiling period Principal Financial Group Inc$756M2.68M2026-06-30Lone Pine Capital$617M2.05M2026-03-31Dimensional Fund Advisors LP$246M816K2026-03-31Third Point$182M510K2025-12-31UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME$178M592K2026-03-31American Century Companies Inc$147M488K2026-03-31Legal & General Group Plc$92.3M389K2023-09-30Sumitomo Mitsui Trust Group, Inc.$50.4M168K2026-03-31Bridgewater Associates$42.3M118K2025-12-31Viking Global Investors$36.3M130K2024-06-30BNP Paribas Financial Markets$33.1M118K2024-06-30Mitsubishi UFJ Asset Management Co., Ltd.$25.9M85.93K2026-03-31Point72 Asset Management$15.2M50.64K2026-03-31HSBC Holdings PLC$13.2M43.80K2026-03-31Arrowstreet Capital, Limited Partnership$4.3M13.20K2024-12-31Soros Fund Management$35.8K194K2022-06-30Swiss National Bank$34.6K190K2022-03-31
Institutional ownership
LPLA.MX in reported 13F portfolios
Reported long holdings only · filing data can be delayed up to 45 days after quarter-end.Managers17
Reported value$2.4B
Latest periodJun 2026
Frequently asked questions
Who owns LPLA.MX?
17 managers currently show reported long LPLA.MX positions in Insider Deck’s 13F sample, totaling about $2.4B.
How fresh is LPLA.MX ownership data?
13F filings are quarterly and can lag quarter-end by up to 45 days. Positions appear after SEC tables are processed and CUSIPs resolve to tickers.