LPL Financial Holdings Inc.
LPLA- Exchange
- Nasdaq
- Industry
- Security & Commodity Brokers, Dealers, Exchanges & Services
- SEC CIK
- 0001397911
In the last 90 days, LPL Financial Holdings Inc. insiders filed 0 open-market purchases and 4 sales; 768 institutions reported holding it in 13F filings for Q2 2026, worth $23.6B in total; superinvestors Lone Pine Capital and Markel Group hold it.
13F holders, Q2 2026
Institutional positions in LPL Financial Holdings Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 768
- +3 vs. Q1 2026
- Shares held
- 83.6M
- +4.97M (+6.3%) vs. Q1 2026
- Total value
- $23.6B
- −$174.5M (−0.7%) vs. Q1 2026
- New holders
- 95
- 257 more added
- Sold out
- 92
- 303 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LPLA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 768 | $23.6B |
| Q1 2026 | 769 | $24.8B |
| Q4 2025 | 826 | $29.1B |
| Q3 2025 | 759 | $26.5B |
| Q2 2025 | 802 | $29.8B |
| Q1 2025 | 788 | $25.7B |
| Q4 2024 | 725 | $23.3B |
| Q3 2024 | 646 | $17.1B |
| Q2 2024 | 677 | $20.4B |
| Q1 2024 | 650 | $20.1B |
| Q4 2023 | 621 | $16.5B |
| Q3 2023 | 601 | $17.1B |
| Q2 2023 | 590 | $15.6B |
| Q1 2023 | 615 | $16.0B |
| Q4 2022 | 632 | $16.5B |
| Q3 2022 | 583 | $18.5B |
| Q2 2022 | 534 | $15.1B |
| Q1 2022 | 481 | $14.3B |
| Q4 2021 | 435 | $12.3B |
| Q3 2021 | 423 | $12.1B |
| Q2 2021 | 419 | $10.3B |
| Q1 2021 | 398 | $11.3B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,732,991 | $1.33B | 0.02% | −241,264−4.9% | Reduced |
| Dodge & Cox | 4,578,679 | $1.29B | 0.68% | +432,132+10.4% | Added |
| Boston Partners | 4,250,828 | $1.20B | 1.07% | +119,330+2.9% | Added |
| Jupiter Topco LLC | 4,198,356 | $1.18B | 0.48% | +4,198,356 | New |
| Vanguard Portfolio Management LLC | 3,832,005 | $1.08B | 0.05% | −19,973−0.5% | Reduced |
| Vanguard Capital Management LLC | 3,613,624 | $1.02B | 0.02% | +16,656+0.5% | Added |
| Principal Financial Group Inc | 2,684,964 | $756.3M | 0.37% | +48,420+1.8% | Added |
| Samlyn Capital, LLC | 2,405,639 | $677.6M | 11.23% | +82,279+3.5% | Added |
| Capital World Investors | 2,343,266 | $660.1M | 0.08% | +30,820+1.3% | Added |
| State Street Corp | 1,934,239 | $544.8M | 0.02% | +70,973+3.8% | Added |
| WCM Investment Management, LLC | 1,810,058 | $487.3M | 0.88% | +75,663+4.4% | Added |
| Goldman Sachs Group Inc | 1,695,954 | $477.7M | 0.05% | +1,335,148+370.0% | Added |
| Geode Capital Management, LLC | 1,502,575 | $422.0M | 0.02% | −92,175−5.8% | Reduced |
| Assenagon Asset Management S.A. | 1,494,172 | $420.9M | 0.27% | +1,477,699+8,970.4% | Added |
| Alliancebernstein L.P. | 1,385,759 | $416.9M | 0.14% | −186,239−11.8% | Reduced |
| Massachusetts Financial Services Co | 1,458,759 | $413.8M | 0.13% | −2,410,600−62.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,434,522 | $404.1M | 1.26% | −245,568−14.6% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,219,099 | $343.4M | 2.10% | −830,868−40.5% | Reduced |
| SurgoCap Partners LP | 1,063,218 | $299.5M | 9.68% | +42,379+4.2% | Added |
| Norges Bank | 1,054,523 | $297.0M | 0.03% | +1,054,523 | New |
| Van Eck Associates Corp | 1,048,344 | $295.3M | 0.18% | +45,367+4.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,031,243 | $290.5M | 0.88% | −62,163−5.7% | Reduced |
| Darlington Partners Capital Management, LP | 993,006 | $279.7M | 12.35% | +100,000+11.2% | Added |
| FMR LLC | 981,391 | $276.4M | 0.01% | −316,299−24.4% | Reduced |
| Marshall Wace, LLP | 975,627 | $274.8M | 0.23% | +975,627 | New |
| Morgan Stanley | 861,982 | $242.8M | 0.01% | −421,683−32.8% | Reduced |
| Dimensional Fund Advisors LP | 820,595 | $231.1M | 0.04% | +4,228+0.5% | Added |
| Bank of America Corp | 815,663 | $229.8M | 0.01% | +12,235+1.5% | Added |
| Westfield Capital Management Co LP | 793,061 | $223.4M | 0.73% | −88,445−10.0% | Reduced |
| Raymond James Financial Inc | 645,369 | $181.8M | 0.05% | −20,700−3.1% | Reduced |
| Citadel Advisors LLC | 642,765 | $181.1M | 0.10% | −280,706−30.4% | Reduced |
| Jane Street Group, LLC | 642,484 | $181.0M | 0.12% | +543,869+551.5% | Added |
| UBS Asset Management Americas Inc | 578,032 | $162.8M | 0.03% | −13,634−2.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 559,951 | $157.7M | 1.20% | 00.0% | Unchanged |
| UBS Group AG | 540,254 | $152.2M | 0.02% | −113,629−17.4% | Reduced |
| Price T Rowe Associates Inc | 539,921 | $152.1M | 0.02% | +41,298+8.3% | Added |
| Azora Capital LP | 525,867 | $148.1M | 6.24% | +98,529+23.1% | Added |
| Vanguard Fiduciary Trust Co | 510,067 | $143.7M | 0.03% | +1,773+0.3% | Added |
| Northern Trust Corp | 508,634 | $143.3M | 0.02% | −16,812−3.2% | Reduced |
| Point72 Asset Management, L.P. | 507,345 | $142.9M | 0.22% | +456,702+901.8% | Added |
| Charles Schwab Investment Management Inc | 481,371 | $135.6M | 0.02% | +40,907+9.3% | Added |
| Holocene Advisors, LP | 462,479 | $130.3M | 0.30% | +44,832+10.7% | Added |
| TD Asset Management Inc | 461,374 | $130.0M | 0.11% | −92,759−16.7% | Reduced |
| BNP Paribas Arbitrage, SA | 448,361 | $126.3M | 0.07% | +403,004+888.5% | Added |
| Epoch Investment Partners, Inc. | 447,634 | $126.1M | 0.72% | +39,333+9.6% | Added |
| Victory Capital Management Inc | 443,434 | $124.9M | 0.07% | +37,622+9.3% | Added |
| Castle Hook Partners LP | 406,916 | $114.6M | 1.23% | +406,916 | New |
| Wells Fargo & Company | 387,223 | $109.1M | 0.02% | −33,466−8.0% | Reduced |
| Fairview Capital Investment Management, LLC | 382,961 | $107.9M | 5.69% | −8,725−2.2% | Reduced |
| APG Asset Management N.V. | 437,217 | $107.7M | 0.26% | −335,475−43.4% | Reduced |
| JPMorgan Chase & Co | 392,561 | $105.7M | 0.01% | −398,169−50.4% | Reduced |
| Bank of New York Mellon Corp | 350,265 | $98.7M | 0.02% | −33,574−8.7% | Reduced |
| Fort Washington Investment Advisors Inc | 349,248 | $98.4M | 0.49% | +1,147+0.3% | Added |
| Qube Research & Technologies Ltd | 344,500 | $97.0M | 0.11% | +344,500 | New |
| First Pacific Advisors, LP | 321,244 | $90.5M | 1.12% | +620+0.2% | Added |
| Prana Capital Management, LP | 318,896 | $89.8M | 2.74% | +71,773+29.0% | Added |
| Envestnet Asset Management Inc | 290,125 | $81.7M | 0.02% | −46,639−13.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 289,000 | $81.4M | 0.11% | +225,000+351.6% | Added |
| Legal & General Group Plc | 283,459 | $79.8M | 0.02% | −3,610−1.3% | Reduced |
| American Century Companies Inc | 282,638 | $79.6M | 0.04% | −205,151−42.1% | Reduced |
| Susquehanna International Group, LLP | 252,965 | $71.3M | 0.06% | +144,770+133.8% | Added |
| Coronation Fund Managers Ltd. | 249,962 | $70.4M | 2.69% | −40,481−13.9% | Reduced |
| Heron Bay Capital Management | 235,259 | $66.3M | 6.00% | −13,953−5.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 231,867 | $65.3M | 0.09% | −132,893−36.4% | Reduced |
| SCS Capital Management LLC | 213,511 | $60.1M | 0.57% | +198,350+1,308.3% | Added |
| Millennium Management LLC | 206,159 | $58.1M | 0.04% | −684,094−76.8% | Reduced |
| Nuveen, LLC | 205,383 | $57.9M | 0.01% | +39,565+23.9% | Added |
| Deutsche Bank AG | 201,840 | $56.9M | 0.02% | +34,159+20.4% | Added |
| Capricorn Fund Managers Ltd | 194,812 | $54.9M | 4.39% | +194,812 | New |
| Gilder Gagnon Howe & Co LLC | 193,037 | $54.4M | 0.56% | −1,689−0.9% | Reduced |
| Longaeva Partners L.P. | 186,650 | $52.6M | 1.52% | +186,650 | New |
| Freestone Grove Partners LP | 178,123 | $50.2M | 0.33% | +178,123 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 167,647 | $47.2M | 0.03% | +119+0.1% | Added |
| Amundi | 164,400 | $46.3M | 0.01% | +38,624+30.7% | Added |
| Stifel Financial Corp | 162,530 | $45.8M | 0.04% | −2,027−1.2% | Reduced |
| Balyasny Asset Management LLC | 161,641 | $45.5M | 0.08% | +161,641 | New |
| National Pension Service | 161,309 | $45.4M | 0.03% | +20,758+14.8% | Added |
| Goldentree Asset Management LP | 155,495 | $43.7M | 2.54% | +155,495 | New |
| Alyeska Investment Group, L.P. | 155,023 | $43.7M | 0.11% | −415−0.3% | Reduced |
| Vanguard Asset Management, Ltd | 153,531 | $43.2M | 0.03% | +16,643+12.2% | Added |
| Renaissance Technologies LLC | 151,660 | $42.7M | 0.06% | +31,120+25.8% | Added |
| LPL Financial LLC | 146,208 | $41.2M | 0.01% | +4,090+2.9% | Added |
| Barclays PLC | 143,696 | $40.5M | 0.01% | +51,098+55.2% | Added |
| Hudson Bay Capital Management LP | 138,214 | $38.9M | 0.18% | +2,890+2.1% | Added |
| Solel Partners LP | 137,000 | $38.6M | 6.56% | +137,000 | New |
| Franklin Resources Inc | 134,652 | $37.9M | 0.01% | −267,362−66.5% | Reduced |
| Brown Brothers Harriman & Co | 131,278 | $37.0M | 0.16% | −14,915−10.2% | Reduced |
| Diamond Hill Capital Management Inc | 129,413 | $36.5M | 0.29% | −7,135−5.2% | Reduced |
| Ameriprise Financial Inc | 124,822 | $35.2M | 0.01% | −139,911−52.8% | Reduced |
| California State Teachers Retirement System | 121,799 | $34.3M | 0.03% | +4,423+3.8% | Added |
| Perpetual Ltd | 121,468 | $34.2M | 0.49% | +3,894+3.3% | Added |
| HMI Capital Management, L.P. | 118,600 | $33.4M | 4.87% | +118,600 | New |
| Bamco Inc | 114,224 | $32.2M | 0.05% | −7,554−6.2% | Reduced |
| Toronto Dominion Bank | 111,345 | $31.4M | 0.05% | +100,509+927.5% | Added |
| Schonfeld Strategic Advisors LLC | 109,073 | $30.7M | 0.16% | +19,311+21.5% | Added |
| Interval Partners, LP | 108,628 | $30.6M | 0.98% | +67,537+164.4% | Added |
| California Public Employees Retirement System | 107,383 | $30.2M | 0.02% | −35,905−25.1% | Reduced |
| Invesco Ltd. | 106,651 | $30.0M | 0.00% | −242,360−69.4% | Reduced |
| Danske Bank A/S | 97,361 | $27.4M | 0.05% | −2,279−2.3% | Reduced |
| SEI Investments Co | 97,060 | $27.3M | 0.02% | −29,714−23.4% | Reduced |