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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 5 | $675 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6 | $1.00K | 0.00% | −1−14.3% | Reduced |
| Sound Income Strategies, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 21 | $2.00K | 0.00% | −902−97.7% | Reduced |
| Joseph P. Lucia & Associates, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 13 | $2.00K | 0.00% | +10+333.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 14 | $2.00K | 0.00% | +14 | New |
| Massmutual Trust Co FSB | 12 | $2.00K | 0.00% | +12 | New |
| Lee Financial Co | 13 | $2.00K | 0.00% | +13 | New |
| CX Institutional | 12 | $2.00K | 0.00% | +12 | New |
| Pacifica Partners Inc. | 14 | $2.00K | 0.00% | +14 | New |
| Glen Eagle Advisors, LLC | 20 | $2.70K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 19 | $3.00K | 0.00% | −27−58.7% | Reduced |
| Washington Trust Co | 24 | $3.00K | 0.00% | −11−31.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 19 | $3.00K | 0.00% | +19 | New |
| Earnest Partners LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 37 | $5.00K | 0.00% | −20−35.1% | Reduced |
| American Portfolios Advisors | 39 | $5.26K | 0.00% | −10−20.4% | Reduced |
| Wolff Wiese Magana LLC | 59 | $8.00K | 0.01% | +32+118.5% | Added |
| Manchester Capital Management LLC | 61 | $8.00K | 0.00% | +61 | New |
| Castleview Partners, LLC | 62 | $8.00K | 0.00% | +62 | New |
| First Horizon Corp | 72 | $9.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 65 | $9.00K | 0.01% | +65 | New |
| Rockefeller Capital Management L.P. | 77 | $10.0K | 0.00% | −57−42.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 74 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 71 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 85 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 89 | $12.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 83 | $12.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 110 | $15.0K | 0.00% | +80+266.7% | Added |
| FourThought Financial, LLC | 124 | $16.0K | 0.00% | +54+77.1% | Added |
| Spire Wealth Management | 126 | $17.0K | 0.00% | −28−18.2% | Reduced |
| First Horizon Advisors, Inc. | 140 | $18.0K | 0.00% | −9−6.0% | Reduced |
| Covington Capital Management | 133 | $18.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 147 | $20.0K | 0.00% | +25+20.5% | Added |
| Huntington National Bank | 155 | $21.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 156 | $21.0K | 0.00% | +6+4.0% | Added |
| Benjamin Edwards Inc | 161 | $22.0K | 0.02% | +161 | New |
| Atlas Private Wealth Advisors | 178 | $24.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 179 | $24.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 181 | $24.0K | 0.01% | +14+8.4% | Added |
| Fifth Third Bancorp | 185 | $25.0K | 0.00% | −72−28.0% | Reduced |
| Meeder Asset Management Inc | 209 | $28.0K | 0.00% | +209 | New |
| Harvest Fund Management Co., Ltd | 254 | $35.0K | 0.00% | −239−48.5% | Reduced |
| SkyView Investment Advisors, LLC | 263 | $37.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 286 | $39.0K | 0.00% | +5+1.8% | Added |
| Signaturefd, LLC | 355 | $48.0K | 0.00% | 00.0% | Unchanged |
| Exos Asset Management LLC | 393 | $53.0K | 0.03% | +393 | New |
| Gables Capital Management Inc. | 400 | $54.0K | 0.04% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 413 | $55.0K | 0.01% | +206+99.5% | Added |
| Capital Analysts, LLC | 455 | $61.0K | 0.00% | +45+11.0% | Added |
| Dark Forest Capital Management LP | 476 | $64.0K | 0.03% | +476 | New |
| Sandy Spring Bank | 481 | $65.0K | 0.00% | +481 | New |
| CWM, LLC | 486 | $66.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 512 | $69.0K | 0.00% | +302+143.8% | Added |
| IFP Advisors, Inc | 646 | $87.0K | 0.00% | +100+18.3% | Added |
| TSFG, LLC | 656 | $89.0K | 0.04% | +1+0.2% | Added |
| Smithfield Trust Co | 670 | $90.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 674 | $91.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 678 | $92.0K | 0.06% | +678 | New |
| GW&K Investment Management, LLC | 700 | $94.0K | 0.00% | +700 | New |
| Neo Ivy Capital Management | 755 | $102.0K | 0.10% | +394+109.1% | Added |
| Canada Pension Plan Investment Board | 785 | $106.0K | 0.00% | +785 | New |
| Systematic Alpha Investments, LLC | 760 | $110.0K | 0.00% | +1+0.1% | Added |
| Twin Tree Management, LP | 855 | $115.0K | 0.00% | +833+3,786.4% | Added |
| Jacobi Capital Management LLC | 941 | $127.0K | 0.02% | +141+17.6% | Added |
| Schroder Investment Management Group | 976 | $132.0K | 0.00% | +976 | New |
| Sofos Investments, Inc. | 0 | $135.0K | 0.06% | 0 | Unchanged |
| Creative Planning | 1,017 | $137.0K | 0.00% | +1,017 | New |
| Heritage Wealth Management, LLC | 1,096 | $148.0K | 0.06% | +461+72.6% | Added |
| Proequities, Inc. | 1,124 | $152.0K | 0.01% | −49−4.2% | Reduced |
| Private Capital Group, LLC | 1,420 | $192.0K | 0.04% | −70−4.7% | Reduced |
| Ethic Inc. | 1,577 | $213.0K | 0.03% | +1,577 | New |
| HighTower Advisors, LLC | 1,566 | $214.0K | 0.00% | +122+8.4% | Added |
| Manufacturers Life Insurance Company, The | 1,599 | $216.0K | 0.00% | −90−5.3% | Reduced |
| Fayez Sarofim & Co | 1,600 | $216.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,614 | $218.0K | 0.00% | +1,614 | New |
| First National Bank of Omaha | 1,552 | $221.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 1,670 | $225.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,682 | $227.0K | 0.00% | +678+67.5% | Added |
| Ensign Peak Advisors, Inc | 1,695 | $229.0K | 0.00% | −3,515−67.5% | Reduced |
| MONECO Advisors, LLC | 1,724 | $233.0K | 0.11% | +50+3.0% | Added |
| Franklin Resources Inc | 1,776 | $240.0K | 0.00% | +317+21.7% | Added |
| Advisory Services Network, LLC | 1,850 | $250.0K | 0.01% | −300−14.0% | Reduced |
| Ssi Investment Management LLC | 1,909 | $256.0K | 0.02% | −7−0.4% | Reduced |
| Moneta Group Investment Advisors LLC | 1,919 | $259.0K | 0.01% | +1,919 | New |
| Gotham Asset Management, LLC | 1,925 | $260.0K | 0.01% | +27+1.4% | Added |
| WJ Wealth Management, LLC | 2,000 | $270.0K | 0.84% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 2,007 | $270.0K | 0.02% | +2,007 | New |
| World Asset Management Inc | 2,008 | $271.0K | 0.02% | −190−8.6% | Reduced |
| HighPoint Advisor Group LLC | 2,004 | $271.0K | 0.03% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 2,000 | $274.0K | 0.21% | 00.0% | Unchanged |