Institutional manager
LPL Financial LLC
Holds positions in 488 of the S&P 500, worth $133.9bn as reported for the quarter ended 31-mar-2026.
Positions held488of 488 index companies covered
Reported value$133.9bnS&P 500 positions only
Top ten weight58%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 488 held. The rest are smaller than every one of these.
State Street CorporationSTT617.1m$42.4bnFinancialsInvescoIVZ10.8m$6.10bnFinancialsApple Inc.AAPL23.7m$6.01bnInformation TechnologyNvidiaNVDA33.5m$5.84bnInformation TechnologyAlphabet Inc. (Class A)GOOGL15.1m$4.34bnCommunication ServicesMicrosoftMSFT10.3m$3.83bnInformation TechnologyAmazonAMZN16.8m$3.49bnConsumer DiscretionaryGoldman SachsGS34.8m$2.38bnFinancialsBroadcomAVGO6.6m$2.06bnInformation TechnologyMeta PlatformsMETA3.1m$1.77bnCommunication ServicesBerkshire HathawayBRK.B3.4m$1.72bnFinancialsJPMorgan ChaseJPM5.4m$1.59bnFinancialsTesla, Inc.TSLA3.4m$1.25bnConsumer DiscretionaryExxonMobilXOM7.1m$1.21bnEnergyJohnson & JohnsonJNJ4.9m$1.20bnHealth CareCostcoCOST1.1m$1.11bnConsumer StaplesWalmartWMT8.9m$1.11bnConsumer StaplesLilly (Eli)LLY1.2m$1.10bnHealth CareChevron CorporationCVX4.4m$900mEnergyVisa Inc.V2.9m$885mFinancialsAbbVieABBV3.9m$858mHealth CareCaterpillar Inc.CAT1.1m$779mIndustrialsPalantir TechnologiesPLTR5.1m$747mInformation TechnologyNetflixNFLX7.7m$744mCommunication ServicesT. Rowe PriceTROW20.3m$739mFinancialsHome Depot (The)HD2.2m$732mConsumer DiscretionaryProcter & GamblePG4.2m$600mConsumer StaplesRTX CorporationRTX2.9m$554mIndustrialsMastercardMA1.1m$531mFinancialsCiscoCSCO6.7m$518mInformation TechnologyVerizonVZ10.2m$513mCommunication ServicesMcDonald'sMCD1.6m$501mConsumer DiscretionaryAdvanced Micro DevicesAMD2.4m$493mInformation TechnologyIBMIBM2.0m$484mInformation TechnologyMicron TechnologyMU1.4m$466mInformation TechnologyCoca-Cola Company (The)KO6.0m$459mConsumer StaplesMerck & Co.MRK3.8m$455mHealth CareLockheed MartinLMT739,164$447mIndustrialsPhilip Morris InternationalPM2.7m$439mConsumer StaplesGE AerospaceGE1.5m$432mIndustrialsBank of AmericaBAC8.7m$422mFinancialsGE VernovaGEV472,637$413mIndustrialsAmgenAMGN1.2m$410mHealth CarePepsiCoPEP2.5m$388mConsumer StaplesOracle CorporationORCL2.6m$385mInformation TechnologyNextEra EnergyNEE4.1m$379mUtilitiesPfizerPFE13.4m$376mHealth CareAT&TT12.0m$348mCommunication ServicesUnitedHealth GroupUNH1.3m$344mHealth CareUnion Pacific CorporationUNP1.4m$336mIndustrialsMorgan StanleyMS2.0m$328mFinancialsDuke EnergyDUK2.5m$325mUtilitiesLam ResearchLRCX1.5m$317mInformation TechnologyAltriaMO4.6m$304mConsumer StaplesSouthern CompanySO3.1m$296mUtilitiesApplied MaterialsAMAT863,800$295mInformation TechnologyBoeingBA1.5m$293mIndustrialsPalo Alto NetworksPANW1.8m$281mInformation TechnologyAmerican ExpressAXP912,858$276mFinancialsCrowdStrikeCRWD700,499$273mInformation Technology
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.