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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 $23.3B in total; superinvestors Lone Pine Capital and Markel Group hold it.

13F holders, Q1 2021

Institutional positions in LPL Financial Holdings Inc. as of Mar 31, 2021. 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
398
No complete 13F data for Q4 2020
Shares held
77.5M
No complete 13F data for Q4 2020
Total value
$11.0B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 398 institutions
Q1 2021: 398 institutionsQ2 2021: 419 institutionsQ3 2021: 423 institutionsQ4 2021: 435 institutionsQ1 2022: 481 institutionsQ2 2022: 534 institutionsQ3 2022: 583 institutionsQ4 2022: 632 institutionsQ1 2023: 615 institutionsQ2 2023: 590 institutionsQ3 2023: 601 institutionsQ4 2023: 621 institutionsQ1 2024: 650 institutionsQ2 2024: 677 institutionsQ3 2024: 646 institutionsQ4 2024: 725 institutionsQ1 2025: 788 institutionsQ2 2025: 802 institutionsQ3 2025: 759 institutionsQ4 2025: 826 institutionsQ1 2026: 769 institutionsQ2 2026: 768 institutions
Value heldQ1 2021: $11.0B
Q1 2021: $11.0BQ2 2021: $10.3BQ3 2021: $12.1BQ4 2021: $12.3BQ1 2022: $14.3BQ2 2022: $15.1BQ3 2022: $17.2BQ4 2022: $16.5BQ1 2023: $15.1BQ2 2023: $15.6BQ3 2023: $17.1BQ4 2023: $16.2BQ1 2024: $19.2BQ2 2024: $20.1BQ3 2024: $16.8BQ4 2024: $23.3BQ1 2025: $25.5BQ2 2025: $29.8BQ3 2025: $26.1BQ4 2025: $29.0BQ1 2026: $24.8BQ2 2026: $23.3B
Institutions holding LPLA and their total value by quarter
QuarterHoldersValue
Q2 2026768$23.3B
Q1 2026769$24.8B
Q4 2025826$29.0B
Q3 2025759$26.1B
Q2 2025802$29.8B
Q1 2025788$25.5B
Q4 2024725$23.3B
Q3 2024646$16.8B
Q2 2024677$20.1B
Q1 2024650$19.2B
Q4 2023621$16.2B
Q3 2023601$17.1B
Q2 2023590$15.6B
Q1 2023615$15.1B
Q4 2022632$16.5B
Q3 2022583$17.2B
Q2 2022534$15.1B
Q1 2022481$14.3B
Q4 2021435$12.3B
Q3 2021423$12.1B
Q2 2021419$10.3B
Q1 2021398$11.0B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding LPLA in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Janus Henderson Group PLC8,060,157$1.15B0.52%––
Vanguard Group Inc7,707,479$1.10B0.03%––
Wellington Management Group LLP3,850,782$547.4M0.10%––
BlackRock Inc.3,605,379$512.5M0.02%––
Invesco Ltd.2,691,365$382.6M0.10%––
Wells Fargo & Company2,592,667$368.6M0.09%––
Samlyn Capital, LLC2,488,154$353.7M5.25%––
Clarkston Capital Partners, LLC2,301,881$327.2M5.96%––
FMR LLC1,964,279$279.2M0.02%––
Eagle Asset Management Inc1,916,219$274.8M1.22%––
Kayne Anderson Rudnick Investment Management LLC1,920,121$273.0M0.73%––
Southpoint Capital Advisors LP1,775,000$252.3M4.05%––
Fairview Capital Investment Management, LLC1,404,481$199.7M7.18%––
Geode Capital Management, LLC1,325,063$188.4M0.03%––
Frontier Capital Management Co LLC1,302,020$185.1M1.40%––
Alliancebernstein L.P.1,242,337$176.6M0.08%––
State Street Corp1,029,275$146.3M0.01%––
ArrowMark Colorado Holdings LLC1,008,559$143.4M1.07%––
Bank of New York Mellon Corp970,151$137.9M0.03%––
Dimensional Fund Advisors LP944,481$134.3M0.04%––
Vaughan Nelson Investment Management, L.P.872,630$124.1M1.33%––
First Pacific Advisors, LP862,918$122.7M1.67%––
Maverick Capital LtdSuperinvestorMaverick Capital852,007$121.1M1.14%––
Westfield Capital Management Co LP847,913$120.5M0.75%––
HG Vora Capital Management, LLC800,000$113.7M6.07%––
American Century Companies Inc760,384$108.1M0.08%––
Norges Bank753,905$107.2M0.02%––
Engle Capital Management, L.P.718,000$102.1M15.50%––
Victory Capital Management Inc696,297$99.0M0.10%––
Junto Capital Management LP660,833$93.9M3.38%––
Artemis Investment Management LLP653,156$92.8M0.88%––
Iridian Asset Management LLC646,917$92.0M1.61%––
Argent Capital Management LLC625,927$89.0M2.95%––
Charles Schwab Investment Management Inc610,836$86.8M0.03%––
Voya Investment Management LLC608,695$86.5M0.17%––
Waddell & Reed Financial Inc506,410$72.0M0.15%––
Millennium Management LLC472,201$67.1M0.09%––
Raymond James & Associates458,024$65.1M0.07%––
Bank of America Corp452,054$64.3M0.01%––
Nuveen Asset Management, LLC406,754$57.8M0.02%––
Northern Trust Corp401,559$57.1M0.01%––
Epoch Investment Partners, Inc.379,492$53.9M0.25%––
UBS Asset Management Americas Inc378,609$53.8M0.02%––
JPMorgan Chase & Co372,164$52.9M0.01%––
TD Asset Management Inc371,388$52.8M0.06%––
Azora Capital LP360,459$51.2M6.65%––
Federated Hermes, Inc.353,556$50.3M0.10%––
Marshall Wace Asia Ltd350,449$49.8M1.11%––
William Blair Investment Management, LLC345,072$49.1M0.16%––
CIBC Private Wealth Group, LLC329,836$46.9M0.12%––
CIBC Asset Management Inc319,223$45.4M0.19%––
Panagora Asset Management Inc279,477$39.7M0.22%––
Reinhart Partners, Inc.275,537$39.2M2.04%––
Goldman Sachs Group Inc262,742$37.4M0.01%––
SPX Equities Gestao de Recursos Ltda251,181$35.7M6.66%––
Soros Fund Management LLCSuperinvestorSoros Fund Management239,538$34.1M0.69%––
Price T Rowe Associates Inc224,170$31.9M0.00%––
Allianz Asset Management GmbH221,460$31.5M0.03%––
Bank of Nova Scotia217,393$30.9M0.06%––
Eaton Vance Management217,135$30.9M0.05%––
Primecap Management Co204,000$29.0M0.02%––
Fort Washington Investment Advisors Inc194,113$27.6M0.27%––
Thornburg Investment Management Inc191,554$27.2M0.32%––
California Public Employees Retirement System181,711$25.8M0.02%––
Swiss National Bank181,100$25.7M0.02%––
Jacobs Levy Equity Management, Inc174,966$24.9M0.19%––
Employees Retirement System of Texas172,988$24.6M0.32%––
Boston Partners167,129$23.8M0.03%––
New York State Common Retirement Fund166,936$23.7M0.03%––
First Trust Advisors LP155,909$22.2M0.03%––
Principal Financial Group Inc147,544$21.0M0.01%––
Parametric Portfolio Associates LLC142,104$20.2M0.01%––
Cookson Peirce & Co Inc139,759$19.9M1.30%––
California State Teachers Retirement System137,238$19.5M0.03%––
AXA S.A.136,800$19.4M0.06%––
Voloridge Investment Management, LLC130,434$18.5M0.14%––
Pinebridge Investments, L.P.129,920$18.5M0.24%––
Calamos Advisors LLC125,559$17.8M0.11%––
Hennessy Advisors Inc120,100$17.1M0.99%––
Morgan Stanley119,321$17.0M0.00%––
Envestnet Asset Management Inc109,532$15.6M0.01%––
Man Group plc105,452$15.0M0.07%––
Credit Suisse AG101,573$14.4M0.01%––
BlueMar Capital Management, LLC100,021$14.2M3.07%––
State Board of Administration of Florida Retirement System98,385$14.0M0.03%––
Castleark Management LLC97,800$13.9M0.50%––
Trillium Asset Management, LLC94,795$13.5M0.43%––
Royal Bank of Canada94,003$13.4M0.00%––
Captrust Financial Advisors93,375$13.3M0.14%––
SEI Investments Co91,866$12.6M0.03%––
Natixis Advisors, L.P.88,062$12.5M0.07%––
Stifel Financial Corp87,803$12.5M0.02%––
Russell Investments Group, Ltd.86,549$12.3M0.02%––
Agf Investments Inc.85,000$12.1M0.10%––
Legal & General Group Plc83,492$11.9M0.00%––
Rhumbline Advisers81,104$11.5M0.02%––
Nordea Investment Management AB80,201$11.4M0.02%––
James Investment Research Inc73,296$10.4M0.95%––
Two Sigma Advisers, LP73,100$10.4M0.03%––
Venturi Wealth Management, LLC72,639$10.3M0.99%––