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, Q2 2021
Institutional positions in LPL Financial Holdings Inc. as of Jun 30, 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
- 419
- +24 vs. Q1 2021
- Shares held
- 76.0M
- −988.4K (−1.3%) vs. Q1 2021
- Total value
- $10.3B
- −$685.3M (−6.3%) vs. Q1 2021
- New holders
- 63
- 155 more added
- Sold out
- 39
- 141 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $23.3B |
| Q1 2026 | 769 | $24.8B |
| Q4 2025 | 826 | $29.0B |
| Q3 2025 | 759 | $26.1B |
| Q2 2025 | 802 | $29.8B |
| Q1 2025 | 788 | $25.5B |
| Q4 2024 | 725 | $23.3B |
| Q3 2024 | 646 | $16.8B |
| Q2 2024 | 677 | $20.1B |
| Q1 2024 | 650 | $19.2B |
| Q4 2023 | 621 | $16.2B |
| Q3 2023 | 601 | $17.1B |
| Q2 2023 | 590 | $15.6B |
| Q1 2023 | 615 | $15.1B |
| Q4 2022 | 632 | $16.5B |
| Q3 2022 | 583 | $17.2B |
| 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 | $11.0B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 7,921,775 | $1.07B | 0.46% | −138,382−1.7% | Reduced |
| Vanguard Group Inc | 7,098,494 | $958.2M | 0.02% | −608,985−7.9% | Reduced |
| BlackRock Inc. | 3,763,872 | $508.0M | 0.01% | +158,493+4.4% | Added |
| Wellington Management Group LLP | 2,868,818 | $387.2M | 0.06% | −981,964−25.5% | Reduced |
| Samlyn Capital, LLC | 2,546,205 | $343.7M | 5.24% | +58,051+2.3% | Added |
| Wells Fargo & Company | 2,514,578 | $339.4M | 0.08% | −78,089−3.0% | Reduced |
| Clarkston Capital Partners, LLC | 2,284,689 | $308.4M | 5.49% | −17,192−0.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,146,883 | $289.8M | 0.71% | +226,762+11.8% | Added |
| Invesco Ltd. | 2,014,165 | $271.9M | 0.07% | −677,200−25.2% | Reduced |
| Eagle Asset Management Inc | 1,866,973 | $252.0M | 1.08% | −49,246−2.6% | Reduced |
| FMR LLC | 1,855,330 | $250.4M | 0.02% | −108,949−5.5% | Reduced |
| Southpoint Capital Advisors LP | 1,500,000 | $202.5M | 3.51% | −275,000−15.5% | Reduced |
| Geode Capital Management, LLC | 1,300,594 | $175.6M | 0.02% | −24,469−1.8% | Reduced |
| State Street Corp | 1,199,285 | $161.9M | 0.01% | +170,010+16.5% | Added |
| Bank of New York Mellon Corp | 1,122,163 | $151.5M | 0.03% | +152,012+15.7% | Added |
| Artisan Partners Limited Partnership | 1,086,454 | $146.7M | 0.18% | +1,086,454 | New |
| Frontier Capital Management Co LLC | 1,063,661 | $143.6M | 1.05% | −238,359−18.3% | Reduced |
| American Century Companies Inc | 1,063,660 | $143.6M | 0.10% | +303,276+39.9% | Added |
| Alliancebernstein L.P. | 1,059,577 | $143.0M | 0.06% | −182,760−14.7% | Reduced |
| HG Vora Capital Management, LLC | 1,000,000 | $135.0M | 6.09% | +200,000+25.0% | Added |
| Dimensional Fund Advisors LP | 988,169 | $133.4M | 0.04% | +43,688+4.6% | Added |
| Westfield Capital Management Co LP | 985,164 | $133.0M | 0.80% | +137,251+16.2% | Added |
| First Pacific Advisors, LP | 796,684 | $107.5M | 1.35% | −66,234−7.7% | Reduced |
| Norges Bank | 767,899 | $103.7M | 0.02% | +13,994+1.9% | Added |
| Millennium Management LLC | 730,017 | $98.5M | 0.13% | +257,816+54.6% | Added |
| Victory Capital Management Inc | 722,161 | $97.5M | 0.09% | +25,864+3.7% | Added |
| ArrowMark Colorado Holdings LLC | 694,068 | $93.7M | 0.71% | −314,491−31.2% | Reduced |
| Artemis Investment Management LLP | 680,138 | $91.9M | 0.79% | +26,982+4.1% | Added |
| Iridian Asset Management LLC | 676,276 | $91.3M | 1.64% | +29,359+4.5% | Added |
| Fairview Capital Investment Management, LLC | 638,498 | $86.2M | 5.93% | −765,983−54.5% | Reduced |
| Charles Schwab Investment Management Inc | 626,547 | $84.6M | 0.03% | +15,711+2.6% | Added |
| Voya Investment Management LLC | 623,863 | $84.2M | 0.16% | +15,168+2.5% | Added |
| Argent Capital Management LLC | 616,147 | $83.2M | 2.60% | −9,780−1.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 615,069 | $83.0M | 0.78% | −236,938−27.8% | Reduced |
| Price T Rowe Associates Inc | 604,435 | $81.6M | 0.01% | +380,265+169.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 550,371 | $74.3M | 0.75% | −322,259−36.9% | Reduced |
| Engle Capital Management, L.P. | 517,000 | $69.8M | 10.22% | −201,000−28.0% | Reduced |
| Junto Capital Management LP | 516,688 | $69.7M | 2.22% | −144,145−21.8% | Reduced |
| Nuveen Asset Management, LLC | 477,734 | $64.5M | 0.02% | +70,980+17.5% | Added |
| Raymond James & Associates | 451,687 | $61.0M | 0.06% | −6,337−1.4% | Reduced |
| Bank of America Corp | 428,917 | $57.9M | 0.01% | −23,137−5.1% | Reduced |
| Northern Trust Corp | 410,604 | $55.4M | 0.01% | +9,045+2.3% | Added |
| TD Asset Management Inc | 390,455 | $55.1M | 0.06% | +19,067+5.1% | Added |
| UBS Asset Management Americas Inc | 399,968 | $54.0M | 0.02% | +21,359+5.6% | Added |
| Epoch Investment Partners, Inc. | 386,155 | $52.1M | 0.28% | +6,663+1.8% | Added |
| Balyasny Asset Management LLC | 385,929 | $52.1M | 0.29% | +385,929 | New |
| Marshall Wace Asia Ltd | 354,854 | $47.9M | 1.01% | +4,405+1.3% | Added |
| JPMorgan Chase & Co | 339,176 | $45.8M | 0.01% | −32,988−8.9% | Reduced |
| Federated Hermes, Inc. | 329,696 | $44.5M | 0.08% | −23,860−6.7% | Reduced |
| Macquarie Group Ltd | 314,934 | $42.5M | 0.03% | +311,697+9,629.2% | Added |
| CIBC Asset Management Inc | 313,285 | $42.3M | 0.17% | −5,938−1.9% | Reduced |
| Morgan Stanley | 281,726 | $38.0M | 0.01% | +162,405+136.1% | Added |
| Goldman Sachs Group Inc | 254,181 | $34.3M | 0.01% | −8,561−3.3% | Reduced |
| Reinhart Partners, Inc. | 251,722 | $34.0M | 1.69% | −23,815−8.6% | Reduced |
| CIBC Private Wealth Group, LLC | 225,128 | $30.4M | 0.07% | −104,708−31.7% | Reduced |
| Chiron Investment Management, LLC | 224,384 | $30.3M | 3.65% | +224,384 | New |
| Agf Investments Inc. | 219,123 | $29.6M | 0.22% | +134,123+157.8% | Added |
| Eaton Vance Management | 210,124 | $28.4M | 0.04% | −7,011−3.2% | Reduced |
| Assenagon Asset Management S.A. | 205,598 | $27.8M | 0.12% | +205,598 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 204,938 | $27.7M | 0.50% | −34,600−14.4% | Reduced |
| Primecap Management Co | 204,000 | $27.5M | 0.02% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 203,017 | $27.4M | 0.24% | +8,904+4.6% | Added |
| Point72 Asset Management, L.P. | 189,400 | $25.6M | 0.13% | +172,100+994.8% | Added |
| Panagora Asset Management Inc | 180,963 | $24.4M | 0.13% | −98,514−35.2% | Reduced |
| California Public Employees Retirement System | 180,843 | $24.4M | 0.02% | −868−0.5% | Reduced |
| New York State Common Retirement Fund | 179,484 | $24.2M | 0.03% | +12,548+7.5% | Added |
| Thornburg Investment Management Inc | 178,941 | $24.2M | 0.28% | −12,613−6.6% | Reduced |
| Swiss National Bank | 175,600 | $23.7M | 0.01% | −5,500−3.0% | Reduced |
| Trillium Asset Management, LLC | 169,072 | $22.8M | 0.63% | +74,277+78.4% | Added |
| Citadel Advisors LLC | 167,101 | $22.6M | 0.02% | +162,661+3,663.5% | Added |
| First Trust Advisors LP | 161,712 | $21.8M | 0.02% | +5,803+3.7% | Added |
| Boston Partners | 160,501 | $21.7M | 0.03% | −6,628−4.0% | Reduced |
| Employees Retirement System of Texas | 155,988 | $21.1M | 0.26% | −17,000−9.8% | Reduced |
| Deutsche Bank AG | 153,900 | $20.8M | 0.01% | +137,590+843.6% | Added |
| Allianz Asset Management GmbH | 148,141 | $20.0M | 0.02% | −73,319−33.1% | Reduced |
| Cookson Peirce & Co Inc | 142,945 | $19.3M | 1.20% | +3,186+2.3% | Added |
| Jacobs Levy Equity Management, Inc | 141,614 | $19.1M | 0.13% | −33,352−19.1% | Reduced |
| William Blair Investment Management, LLC | 139,870 | $18.9M | 0.06% | −205,202−59.5% | Reduced |
| California State Teachers Retirement System | 138,910 | $18.8M | 0.02% | +1,672+1.2% | Added |
| Azora Capital LP | 137,165 | $18.5M | 2.88% | −223,294−61.9% | Reduced |
| SEI Investments Co | 132,813 | $17.9M | 0.04% | +40,947+44.6% | Added |
| D. E. Shaw & Co., Inc. | 132,303 | $17.9M | 0.02% | +127,975+2,956.9% | Added |
| Parametric Portfolio Associates LLC | 128,197 | $17.3M | 0.01% | −13,907−9.8% | Reduced |
| Pinebridge Investments, L.P. | 122,465 | $16.5M | 0.19% | −7,455−5.7% | Reduced |
| Voloridge Investment Management, LLC | 121,359 | $16.4M | 0.11% | −9,075−7.0% | Reduced |
| Hennessy Advisors Inc | 120,100 | $16.2M | 0.90% | 00.0% | Unchanged |
| Man Group plc | 119,646 | $16.1M | 0.06% | +14,194+13.5% | Added |
| Envestnet Asset Management Inc | 119,073 | $16.1M | 0.01% | +9,541+8.7% | Added |
| Royal Bank of Canada | 104,711 | $14.1M | 0.00% | +10,708+11.4% | Added |
| Captrust Financial Advisors | 104,067 | $14.0M | 0.13% | +10,692+11.5% | Added |
| Jupiter Asset Management Ltd | 101,097 | $13.6M | 0.14% | +83,330+469.0% | Added |
| State Board of Administration of Florida Retirement System | 101,015 | $13.6M | 0.03% | +2,630+2.7% | Added |
| SPX Equities Gestao de Recursos Ltda | 100,350 | $13.5M | 1.69% | −150,831−60.0% | Reduced |
| BlueMar Capital Management, LLC | 99,965 | $13.5M | 3.14% | −56−0.1% | Reduced |
| Stifel Financial Corp | 95,502 | $12.9M | 0.02% | +7,699+8.8% | Added |
| Nordea Investment Management AB | 87,833 | $11.9M | 0.02% | +7,632+9.5% | Added |
| Credit Suisse AG | 86,919 | $11.7M | 0.01% | −14,654−14.4% | Reduced |
| James Investment Research Inc | 80,952 | $10.9M | 0.94% | +7,656+10.4% | Added |
| Calamos Advisors LLC | 75,803 | $10.2M | 0.05% | −49,756−39.6% | Reduced |
| Rhumbline Advisers | 74,388 | $10.0M | 0.01% | −6,716−8.3% | Reduced |