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Lifestance Health Group Inc (LFST)

CUSIP: 53228F101 | NYSE | Healthcare · Medical Care Facilities | Mid Cap | 538 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.38,673,30310.1%+6,638,839Sep 30, 202692d ahead of 13F (36,348,507 sh) · +2,324,796
13G/ATPG GP A, LLC98,101,40725.7%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ASummit Partners, L.P.
with Summit Partners Growth Equity Fund IX-A, L.P., Summit Partners Growth Equity Fund IX-B, L.P., Summit Investors GE IX IV, LLC, +2 more
23,310,1156.1%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ABlackRock, Inc.38,673,303
10.1% of class · Sep 30, 2026+6,638,839
92d ahead of 13F (36,348,507 sh) · +2,324,796
13G/ATPG GP A, LLC98,101,407
25.7% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13G/ASummit Partners, L.P.23,310,115
6.1% of class · Jun 30, 2026New 5%+ stake
with Summit Partners Growth Equity Fund IX-A, L.P., Summit Partners Growth Equity Fund IX-B, L.P., Summit Investors GE IX IV, LLC, +2 more
No 13F filer matched

Institutional Holders — Q3 2026

Summit Partners L P16,623,824
40.7% of portfolio›$200.0M
Dimensional Fund Advisors LP8,427,516
0.0% of portfolio›$101.4M
Principal Financial Group Inc4,086,513
0.0% of portfolio›$49.2M
MacKenzie Financial Corp1,475,490
0.0% of portfolio›$17.8M
TD Waterhouse Canada Inc.411,701
0.0% of portfolio›$4.9M
Creative Planning346,405
0.0% of portfolio›$4.2M
Summit Creek Advisors LLC200,147
1.0% of portfolio›$2.4M
Moran Wealth Management, LLC179,113
0.1% of portfolio›$2.2M
Strs Ohio127,900
0.0% of portfolio›$1.5M
Citigroup Inc126,697
0.0% of portfolio›$1.5M
Wealthstar Advisors, LLC124,198
0.4% of portfolio›$1.5M
Jackson Creek Investment Advisors LLC121,076
0.0% of portfolio›$1.5K
Independent Financial Group, LLC116,760
0.0% of portfolio›$1.4M
Everhart Financial Group, Inc.112,844
0.1% of portfolio›$1.4M
Louisiana State Employees Retirement System105,800
0.0% of portfolio›$1.3M
State of New Jersey Common Pension Fund D92,719
0.0% of portfolio›$1.1M
Old National Bancorp92,381
0.0% of portfolio›$1.1M
Cedar Mountain Advisors, LLC87,717
0.2% of portfolio›$1.1M
Yorktown Management & Research Co Inc83,600
0.7% of portfolio›$1.0M
State of Wyoming75,836
0.1% of portfolio›$912.3K
Yousif Capital Management, LLC69,815
0.0% of portfolio›$839.9K
Amalgamated Bank68,213
0.0% of portfolio›$821
Keybank National Association65,610
0.0% of portfolio›$789.3K
Smithbridge Asset Management Inc65,142
0.1% of portfolio›$783.7K
Arizona State Retirement System64,539
0.0% of portfolio›$776.4K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS63,577
0.0% of portfolio›$764.8K
State of Alaska, Department of Revenue60,820
0.0% of portfolio›$730
Oregon Public Employees Retirement Fund60,500
0.0% of portfolio›$727.8K
Simplex Trading, LLC56,386
0.0% of portfolio›$678.3K
Wealth Enhancement Advisory Services, LLC54,685
0.0% of portfolio›$659.5K
Parcion Private Wealth LLC54,461
0.0% of portfolio›$655.2K
Bailard, Inc.53,793
0.0% of portfolio›$647.1K
DekaBank Deutsche Girozentrale53,777
0.0% of portfolio›$651
Highland Capital Management, LLC45,579
0.0% of portfolio›$548.3K
Contravisory Investment Management, Inc.42,076
0.1% of portfolio›$506.2K
Pictet Asset Management Holding SA41,302
0.0% of portfolio›$496.9K
Vontobel Holding Ltd.36,617
0.0% of portfolio›$440.5K
Virginia Retirement Systems ET Al36,500
0.0% of portfolio›$439.1K
Financiere des Professionnels - Fonds d'investissement inc.35,197
0.0% of portfolio›$423.4K
New York State Teachers Retirement System35,068
0.0% of portfolio›$422
ProShare Advisors LLC34,469
0.0% of portfolio›$414.7K
Mutual of America Capital Management LLC31,523
0.0% of portfolio›$379.2K
Exchange Traded Concepts, LLC29,267
0.0% of portfolio›$352.1K
Swiss Life Asset Management Ltd28,185
0.0% of portfolio›$339.1K
Xponance LLC23,379
0.0% of portfolio›$281.2K
Vise Technologies, Inc.22,511
0.0% of portfolio›$270.8K
111 Capital21,148
0.0% of portfolio›$254.4K
CIBC Asset Management Inc19,155
0.0% of portfolio›$230.4K
Robeco Institutional Asset Management B.V.16,523
0.0% of portfolio›$198.8K
FAI Advisors, Inc.15,919
0.1% of portfolio›$191.5K
Nisa Investment Advisors, LLC15,879
0.0% of portfolio›$191.0K
Brighton Jones LLC13,674
0.0% of portfolio›$164.5K
Olympiad Research LP13,416
0.2% of portfolio›$161.4K
Y-Intercept (Hong Kong) Ltd13,307
0.0% of portfolio›$160.1K
iA Global Asset Management Inc.12,617
0.0% of portfolio›$152
Assetmark, Inc12,537
0.0% of portfolio›$150.8K
Commonwealth Equity Services, LLC11,959
0.0% of portfolio›$143.9K
Profund Advisors LLC11,944
0.0% of portfolio›$143.7K
Teza Capital Management LLC11,465
0.1% of portfolio›$137.9K
StoneX Group Inc.10,748
0.0% of portfolio›$132.3K
KBC Group NV10,701
0.0% of portfolio›$129
Sterling Capital Management LLC8,236
0.0% of portfolio›$99.1K
OP Asset Management Ltd6,071
0.0% of portfolio›$73.0K
USA Financial Formulas5,879
0.0% of portfolio›$70.7K
Signaturefd, LLC5,357
0.0% of portfolio›$64.4K
EverSource Wealth Advisors, LLC4,257
0.0% of portfolio›$51.2K
Covestor Ltd4,226
0.0% of portfolio›$51
IFP Advisors, Inc3,694
0.0% of portfolio›$44.4K
J.Safra Asset Management Corp3,458
0.0% of portfolio›$41.6K
Cullen T Bankers, Inc.3,148
0.0% of portfolio›$37.9K
Grove Bank & Trust2,342
0.0% of portfolio›$28.2K
Farther Finance Advisors, LLC1,936
0.0% of portfolio›$23.3K
Versant Capital Management, Inc1,702
0.0% of portfolio›$20.5K
Gamma Investing LLC1,607
0.0% of portfolio›$19.3K
First Horizon Corp1,514
0.0% of portfolio›$18.2K
Essential Partners LLC1,484
0.0% of portfolio›$17.9K
Root Financial Partners, LLC1,427
0.0% of portfolio›$17.2K
Salomon & Ludwin, LLC1,232
0.0% of portfolio›$14.8K
Harbor Capital Advisors, Inc.1,164
0.0% of portfolio›$14
SJS Investment Consulting Inc.1,029
0.0% of portfolio›$12.4K
WPG Advisers, LLC819
0.0% of portfolio›$9.9K
Caitong International Asset Management Co., Ltd716
0.0% of portfolio›$8.6K
Fortitude Family Office, LLC367
0.0% of portfolio›$4.4K
Pinnacle Wealth Planning Services, Inc.353
0.0% of portfolio›$4.2K
Provenance Wealth Advisors, LLC297
0.0% of portfolio›$3.6K
Creative Capital Management Investments LLC296
0.0% of portfolio›$3.6K
JFS Wealth Advisors, LLC242
0.0% of portfolio›$2.9K
Parallel Advisors, LLC227
0.0% of portfolio›$2.7K
Farmers & Merchants Investments Inc213
0.0% of portfolio›$2.6K
Marquette Asset Management, LLC179
0.0% of portfolio›$2.2K
True Wealth Design, LLC162
0.0% of portfolio›$1.9K
Hughes Financial Services, LLC160
0.0% of portfolio›$2.2K
Parkside Financial Bank & Trust143
0.0% of portfolio›$1.7K
Manchester Capital Management LLC127
0.0% of portfolio›$1.5K
UMB Private Wealth Management, LLC124
0.0% of portfolio›$1.5K
Ascentis Wealth Management, LLC93
0.0% of portfolio›$1.1K
Meriwether Wealth & Planning, LLC87
0.0% of portfolio›$1.0K
Trust Co65
0.0% of portfolio›$782
Bay Harbor Wealth Management, LLC62
0.0% of portfolio›$746
SBI Securities Co., Ltd.57
0.0% of portfolio›$686
Physician Wealth Advisors, Inc.56
0.0% of portfolio›$674
Valley National Advisers Inc47
0.0% of portfolio›$566
DiNuzzo Private Wealth, Inc.45
0.0% of portfolio›$542
Bare Financial Services, Inc17
0.0% of portfolio›$205
Gilpin Wealth Management, LLC15
0.0% of portfolio›$181
Davis Capital Management12
0.0% of portfolio›$144
DecisionPoint Financial, LLC12
0.0% of portfolio›$143
Financial Consulate, Inc12
0.0% of portfolio›$145
Maryland Capital Advisors Inc.4
0.0% of portfolio›$49
Signature Resources Capital Management, LLC1
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Summit Partners L P
16,623,824$200.0M40.7%Agg GrowthVery LowBoston, MA2026-10-29
Dimensional Fund Advisors LP
8,427,516$101.4M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
4,086,513$49.2M0.0%CoreLowDes Moines, IA2026-11-02
MacKenzie Financial Corp
1,475,490$17.8M0.0%CoreMediumToronto Ontario, Australia2026-11-02
TD Waterhouse Canada Inc.
411,701$4.9M0.0%CoreLowToronto, Australia2026-10-16
Creative Planning
346,405$4.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Summit Creek Advisors LLC
200,147$2.4M1.0%GARPLowMinneapolis, MN2026-11-03
Moran Wealth Management, LLC
179,113$2.2M0.1%CoreMediumNaples, FL2026-10-22
Strs Ohio
127,900$1.5M0.0%CoreMediumColumbus, OH2026-10-30
Citigroup Inc
126,697$1.5M0.0%CoreMediumNew York, NY2026-11-04
Wealthstar Advisors, LLC
124,198$1.5M0.4%ETFMediumPlano, TX2026-10-19
Jackson Creek Investment Advisors LLC
121,076$1.5K0.0%ValueVery HighCastle Rock, CO2026-11-04
Independent Financial Group, LLC
116,760$1.4M0.0%GrowthLowSan Diego, CA2026-10-13
Everhart Financial Group, Inc.
112,844$1.4M0.1%ETFLowDublin, OH2026-10-08
Louisiana State Employees Retirement System
105,800$1.3M0.0%IndexLowBaton Rouge, LA2026-10-20
State of New Jersey Common Pension Fund D
92,719$1.1M0.0%CoreLowTrenton, NJ2026-11-05
Old National Bancorp
92,381$1.1M0.0%CoreLowEvansville, IN2026-10-20
Cedar Mountain Advisors, LLC
87,717$1.1M0.2%ETFVery LowLake Oswego, OR2026-10-15
Yorktown Management & Research Co Inc
83,600$1.0M0.7%MomentumMediumForest, VA2026-10-28
State of Wyoming
75,836$912.3K0.1%ValueHighCheyenne, WY2026-10-28
Yousif Capital Management, LLC
69,815$839.9K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
68,213$8210.0%CoreVery LowNew York, NY2026-10-23
Keybank National Association
65,610$789.3K0.0%CoreLowBrooklyn, OH2026-11-04
Smithbridge Asset Management Inc
65,142$783.7K0.1%GrowthLowChadds Ford, PA2026-10-19
Arizona State Retirement System
64,539$776.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
63,577$764.8K0.0%CoreLowHarrisburg, PA2026-11-03
State of Alaska, Department of Revenue
60,820$7300.0%CoreVery LowJuneau, AK2026-10-15
Oregon Public Employees Retirement Fund
60,500$727.8K0.0%IndexVery LowTigard, OR2026-10-30
Simplex Trading, LLC
56,386$678.3K0.0%CoreVery HighChicago, IL2026-11-04
Wealth Enhancement Advisory Services, LLC
54,685$659.5K0.0%CoreLowPlymouth, MN2026-10-13
Parcion Private Wealth LLC
54,461$655.2K0.0%CoreMediumBellevue, WA2026-10-28
Bailard, Inc.
53,793$647.1K0.0%GrowthMediumFoster City, CA2026-10-13
DekaBank Deutsche Girozentrale
53,777$6510.0%CoreLowFrankfurt, Hong Kong2026-10-27
Highland Capital Management, LLC
45,579$548.3K0.0%GrowthMediumMemphis, TN2026-10-26
Contravisory Investment Management, Inc.
42,076$506.2K0.1%MomentumHighNorwell, MA2026-10-13
Pictet Asset Management Holding SA
41,302$496.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Vontobel Holding Ltd.
36,617$440.5K0.0%CoreMediumZurich, Switzerland2026-10-16
Virginia Retirement Systems ET Al
36,500$439.1K0.0%CoreMediumRichmond, VA2026-10-28
Financiere des Professionnels - Fonds d'investissement inc.
35,197$423.4K0.0%GrowthHighMontreal, Austria2026-11-03
New York State Teachers Retirement System
35,068$4220.0%CoreVery LowAlbany, NY2026-10-22
ProShare Advisors LLC
34,469$414.7K0.0%GrowthLowBethesda, MD2026-10-29
Mutual of America Capital Management LLC
31,523$379.2K0.0%IndexLowNew York, NY2026-10-23
Exchange Traded Concepts, LLC
29,267$352.1K0.0%GrowthMediumOklahoma City, OK2026-10-28
Swiss Life Asset Management Ltd
28,185$339.1K0.0%CoreLowZurich, Switzerland2026-11-03
Xponance LLC
23,379$281.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Vise Technologies, Inc.
22,511$270.8K0.0%IndexLowNew York, NY2026-10-29
111 Capital
21,148$254.4K0.0%CoreVery HighParis, India2026-11-03
CIBC Asset Management Inc
19,155$230.4K0.0%GARPLowToronto, South Africa2026-11-05
Robeco Institutional Asset Management B.V.
16,523$198.8K0.0%CoreMediumRotterdam, Philippines2026-10-20
FAI Advisors, Inc.
15,919$191.5K0.1%GrowthLowFarmington Hills, MI2026-10-27
Nisa Investment Advisors, LLC
15,879$191.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Brighton Jones LLC
13,674$164.5K0.0%CoreVery LowSeattle, WA2026-11-03
Olympiad Research LP
13,416$161.4K0.2%Deep ValueVery HighStamford, CT2026-11-04
Y-Intercept (Hong Kong) Ltd
13,307$160.1K0.0%ValueVery HighHong Kong, South Korea2026-10-16
iA Global Asset Management Inc.
12,617$1520.0%GrowthMediumQuebec, Austria2026-10-29
Assetmark, Inc
12,537$150.8K0.0%ETFLowConcord, CA2026-10-21
Commonwealth Equity Services, LLC
11,959$143.9K0.0%ETFLowWaltham, MA2026-11-02
Profund Advisors LLC
11,944$143.7K0.0%GrowthLowBethesda, MD2026-10-29
Teza Capital Management LLC
11,465$137.9K0.1%ValueHighAustin, TX2026-10-23
StoneX Group Inc.
10,748$132.3K0.0%ETFMediumNew York, NY2026-11-03
KBC Group NV
10,701$1290.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
8,236$99.1K0.0%GARPMediumCharlotte, NC2026-10-22
OP Asset Management Ltd
6,071$73.0K0.0%GrowthMediumHelsinki, Hungary2026-11-05
USA Financial Formulas
5,879$70.7K0.0%ETFVery HighAda, MI2026-10-16
Signaturefd, LLC
5,357$64.4K0.0%IndexLowAtlanta, GA2026-10-23
EverSource Wealth Advisors, LLC
4,257$51.2K0.0%CoreMediumBirmingham, AL2026-11-04
Covestor Ltd
4,226$510.0%ValueHighLondon, United Kingdom2026-10-30
IFP Advisors, Inc
3,694$44.4K0.0%GrowthLowTampa, FL2026-10-16
J.Safra Asset Management Corp
3,458$41.6K0.0%ETFLowNew York, NY2026-11-03
Cullen T Bankers, Inc.
3,148$37.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Grove Bank & Trust
2,342$28.2K0.0%ETFLowMiami, FL2026-10-08
Farther Finance Advisors, LLC
1,936$23.3K0.0%IndexLowSan Francisco, CA2026-10-08
Versant Capital Management, Inc
1,702$20.5K0.0%GARPLowPhoenix, AZ2026-10-02
Gamma Investing LLC
1,607$19.3K0.0%IndexVery LowFoster City, CA2026-10-08
First Horizon Corp
1,514$18.2K0.0%CoreLowMemphis, TN2026-10-26
Essential Partners LLC
1,484$17.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
1,427$17.2K0.0%ETFMediumEncinitas, CA2026-10-21
Salomon & Ludwin, LLC
1,232$14.8K0.0%ETFVery LowRichmond, VA2026-10-29
Harbor Capital Advisors, Inc.
1,164$140.0%ValueHighChicago, IL2026-10-22
SJS Investment Consulting Inc.
1,029$12.4K0.0%ETFVery LowSylvania, OH2026-10-26
WPG Advisers, LLC
819$9.9K0.0%CoreLowBaltimore, MD2026-10-27
Caitong International Asset Management Co., Ltd
716$8.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Fortitude Family Office, LLC
367$4.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Pinnacle Wealth Planning Services, Inc.
353$4.2K0.0%GARPLowMansfield, OH2026-10-27
Provenance Wealth Advisors, LLC
297$3.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Creative Capital Management Investments LLC
296$3.6K0.0%ETFLowSan Diego, CA2026-10-28
JFS Wealth Advisors, LLC
242$2.9K0.0%ETFVery LowHermitage, PA2026-11-03
Parallel Advisors, LLC
227$2.7K0.0%IndexLowSan Francisco, CA2026-11-03
Farmers & Merchants Investments Inc
213$2.6K0.0%CoreVery LowLincoln, NE2026-10-22
Marquette Asset Management, LLC
179$2.2K0.0%ETFVery LowMinneapolis, MN2026-10-09
True Wealth Design, LLC
162$1.9K0.0%ETFMediumAkron, OH2026-10-13
Hughes Financial Services, LLC
160$2.2K0.0%ETFLowHerndon, VA2026-10-30
Parkside Financial Bank & Trust
143$1.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Manchester Capital Management LLC
127$1.5K0.0%CoreLowManchester, VT2026-10-22
UMB Private Wealth Management, LLC
124$1.5K0.0%GrowthN/AKansas City, MO2026-10-19
Ascentis Wealth Management, LLC
93$1.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Meriwether Wealth & Planning, LLC
87$1.0K0.0%ETFMediumMinden, LA2026-10-13
Trust Co
65$7820.0%ETFVery LowManhattan, KS2026-10-09
Bay Harbor Wealth Management, LLC
62$7460.0%ETFMediumHunt Valley, MD2026-11-03
SBI Securities Co., Ltd.
57$6860.0%Agg GrowthLowTokyo, Mexico2026-10-22
Physician Wealth Advisors, Inc.
56$6740.0%ETFMediumMidvale, UT2026-10-20
Valley National Advisers Inc
47$5660.0%ETFLowBethlehem, PA2026-10-23
DiNuzzo Private Wealth, Inc.
45$5420.0%ETFLowBeaver, PA2026-10-16
Bare Financial Services, Inc
17$2050.0%ETFVery LowGap, PA2026-11-04
Gilpin Wealth Management, LLC
15$1810.0%GrowthLowDenver, CO2026-10-09
Davis Capital Management
12$1440.0%CoreLowJacksonville, FL2026-10-08
DecisionPoint Financial, LLC
12$1430.0%ETFVery LowMesa, AZ2026-10-27
Financial Consulate, Inc
12$1450.0%ETFLowHunt Valley, MD2026-10-23
Maryland Capital Advisors Inc.
4$490.0%ETFVery LowChester, MD2026-10-15
Signature Resources Capital Management, LLC
1$120.0%ETFLowNewport Beach, CA2026-10-16