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 |
|---|---|---|---|---|---|
| Three Peaks Capital Management, LLC | 50,361 | $6.80M | 2.09% | +1,438+2.9% | Added |
| Two Sigma Advisers, LP | 51,200 | $6.91M | 0.02% | −21,900−30.0% | Reduced |
| Citigroup Inc | 51,865 | $7.00M | 0.01% | −3,624−6.5% | Reduced |
| ExodusPoint Capital Management, LP | 53,466 | $7.22M | 0.11% | +32,550+155.6% | Added |
| US Bancorp | 54,357 | $7.34M | 0.01% | +337+0.6% | Added |
| Schonfeld Strategic Advisors LLC | 56,730 | $7.66M | 0.09% | +12,765+29.0% | Added |
| BNP Paribas Arbitrage, SA | 56,840 | $7.67M | 0.01% | +22,208+64.1% | Added |
| UBS Group AG | 57,442 | $7.75M | 0.00% | +10,427+22.2% | Added |
| Natixis Advisors, L.P. | 59,679 | $8.05M | 0.04% | −28,383−32.2% | Reduced |
| Renaissance Technologies LLC | 63,254 | $8.54M | 0.01% | +63,254 | New |
| Barclays PLC | 64,331 | $8.68M | 0.01% | +29,067+82.4% | Added |
| LPL Financial LLC | 65,922 | $8.90M | 0.01% | −3,253−4.7% | Reduced |
| Brandywine Global Investment Management, LLC | 66,877 | $9.03M | 0.07% | −2,907−4.2% | Reduced |
| Comerica Bank | 65,209 | $9.09M | 0.05% | +17,501+36.7% | Added |
| Knights of Columbus Asset Advisors LLC | 68,926 | $9.30M | 0.86% | +25,189+57.6% | Added |
| Venturi Wealth Management, LLC | 71,594 | $9.66M | 0.86% | −1,045−1.4% | Reduced |
| Nisa Investment Advisors, LLC | 72,882 | $9.84M | 0.06% | +29,736+68.9% | Added |
| Legal & General Group Plc | 72,927 | $9.84M | 0.00% | −10,565−12.7% | Reduced |
| Castleark Management LLC | 74,245 | $10.0M | 0.34% | −23,555−24.1% | Reduced |
| Rhumbline Advisers | 74,388 | $10.0M | 0.01% | −6,716−8.3% | Reduced |
| Calamos Advisors LLC | 75,803 | $10.2M | 0.05% | −49,756−39.6% | Reduced |
| James Investment Research Inc | 80,952 | $10.9M | 0.94% | +7,656+10.4% | Added |
| Credit Suisse AG | 86,919 | $11.7M | 0.01% | −14,654−14.4% | Reduced |
| Nordea Investment Management AB | 87,833 | $11.9M | 0.02% | +7,632+9.5% | Added |
| Stifel Financial Corp | 95,502 | $12.9M | 0.02% | +7,699+8.8% | Added |
| BlueMar Capital Management, LLC | 99,965 | $13.5M | 3.14% | −56−0.1% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 100,350 | $13.5M | 1.69% | −150,831−60.0% | Reduced |
| State Board of Administration of Florida Retirement System | 101,015 | $13.6M | 0.03% | +2,630+2.7% | Added |
| Jupiter Asset Management Ltd | 101,097 | $13.6M | 0.14% | +83,330+469.0% | Added |
| Captrust Financial Advisors | 104,067 | $14.0M | 0.13% | +10,692+11.5% | Added |
| Royal Bank of Canada | 104,711 | $14.1M | 0.00% | +10,708+11.4% | Added |
| Envestnet Asset Management Inc | 119,073 | $16.1M | 0.01% | +9,541+8.7% | Added |
| Man Group plc | 119,646 | $16.1M | 0.06% | +14,194+13.5% | Added |
| Hennessy Advisors Inc | 120,100 | $16.2M | 0.90% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 121,359 | $16.4M | 0.11% | −9,075−7.0% | Reduced |
| Pinebridge Investments, L.P. | 122,465 | $16.5M | 0.19% | −7,455−5.7% | Reduced |
| Parametric Portfolio Associates LLC | 128,197 | $17.3M | 0.01% | −13,907−9.8% | Reduced |
| D. E. Shaw & Co., Inc. | 132,303 | $17.9M | 0.02% | +127,975+2,956.9% | Added |
| SEI Investments Co | 132,813 | $17.9M | 0.04% | +40,947+44.6% | Added |
| Azora Capital LP | 137,165 | $18.5M | 2.88% | −223,294−61.9% | Reduced |
| California State Teachers Retirement System | 138,910 | $18.8M | 0.02% | +1,672+1.2% | Added |
| William Blair Investment Management, LLC | 139,870 | $18.9M | 0.06% | −205,202−59.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 141,614 | $19.1M | 0.13% | −33,352−19.1% | Reduced |
| Cookson Peirce & Co Inc | 142,945 | $19.3M | 1.20% | +3,186+2.3% | Added |
| Allianz Asset Management GmbH | 148,141 | $20.0M | 0.02% | −73,319−33.1% | Reduced |
| Deutsche Bank AG | 153,900 | $20.8M | 0.01% | +137,590+843.6% | Added |
| Employees Retirement System of Texas | 155,988 | $21.1M | 0.26% | −17,000−9.8% | Reduced |
| Boston Partners | 160,501 | $21.7M | 0.03% | −6,628−4.0% | Reduced |
| First Trust Advisors LP | 161,712 | $21.8M | 0.02% | +5,803+3.7% | Added |
| Citadel Advisors LLC | 167,101 | $22.6M | 0.02% | +162,661+3,663.5% | Added |
| Trillium Asset Management, LLC | 169,072 | $22.8M | 0.63% | +74,277+78.4% | Added |
| Swiss National Bank | 175,600 | $23.7M | 0.01% | −5,500−3.0% | Reduced |
| Thornburg Investment Management Inc | 178,941 | $24.2M | 0.28% | −12,613−6.6% | Reduced |
| New York State Common Retirement Fund | 179,484 | $24.2M | 0.03% | +12,548+7.5% | Added |
| California Public Employees Retirement System | 180,843 | $24.4M | 0.02% | −868−0.5% | Reduced |
| Panagora Asset Management Inc | 180,963 | $24.4M | 0.13% | −98,514−35.2% | Reduced |
| Point72 Asset Management, L.P. | 189,400 | $25.6M | 0.13% | +172,100+994.8% | Added |
| Fort Washington Investment Advisors Inc | 203,017 | $27.4M | 0.24% | +8,904+4.6% | Added |
| Primecap Management Co | 204,000 | $27.5M | 0.02% | 00.0% | Unchanged |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 204,938 | $27.7M | 0.50% | −34,600−14.4% | Reduced |
| Assenagon Asset Management S.A. | 205,598 | $27.8M | 0.12% | +205,598 | New |
| Eaton Vance Management | 210,124 | $28.4M | 0.04% | −7,011−3.2% | Reduced |
| Agf Investments Inc. | 219,123 | $29.6M | 0.22% | +134,123+157.8% | Added |
| Chiron Investment Management, LLC | 224,384 | $30.3M | 3.65% | +224,384 | New |
| CIBC Private Wealth Group, LLC | 225,128 | $30.4M | 0.07% | −104,708−31.7% | Reduced |
| Reinhart Partners, Inc. | 251,722 | $34.0M | 1.69% | −23,815−8.6% | Reduced |
| Goldman Sachs Group Inc | 254,181 | $34.3M | 0.01% | −8,561−3.3% | Reduced |
| Morgan Stanley | 281,726 | $38.0M | 0.01% | +162,405+136.1% | Added |
| CIBC Asset Management Inc | 313,285 | $42.3M | 0.17% | −5,938−1.9% | Reduced |
| Macquarie Group Ltd | 314,934 | $42.5M | 0.03% | +311,697+9,629.2% | Added |
| Federated Hermes, Inc. | 329,696 | $44.5M | 0.08% | −23,860−6.7% | Reduced |
| JPMorgan Chase & Co | 339,176 | $45.8M | 0.01% | −32,988−8.9% | Reduced |
| Marshall Wace Asia Ltd | 354,854 | $47.9M | 1.01% | +4,405+1.3% | Added |
| Balyasny Asset Management LLC | 385,929 | $52.1M | 0.29% | +385,929 | New |
| Epoch Investment Partners, Inc. | 386,155 | $52.1M | 0.28% | +6,663+1.8% | Added |
| UBS Asset Management Americas Inc | 399,968 | $54.0M | 0.02% | +21,359+5.6% | Added |
| TD Asset Management Inc | 390,455 | $55.1M | 0.06% | +19,067+5.1% | Added |
| Northern Trust Corp | 410,604 | $55.4M | 0.01% | +9,045+2.3% | Added |
| Bank of America Corp | 428,917 | $57.9M | 0.01% | −23,137−5.1% | Reduced |
| Raymond James & Associates | 451,687 | $61.0M | 0.06% | −6,337−1.4% | Reduced |
| Nuveen Asset Management, LLC | 477,734 | $64.5M | 0.02% | +70,980+17.5% | Added |
| Junto Capital Management LP | 516,688 | $69.7M | 2.22% | −144,145−21.8% | Reduced |
| Engle Capital Management, L.P. | 517,000 | $69.8M | 10.22% | −201,000−28.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 550,371 | $74.3M | 0.75% | −322,259−36.9% | Reduced |
| Price T Rowe Associates Inc | 604,435 | $81.6M | 0.01% | +380,265+169.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 615,069 | $83.0M | 0.78% | −236,938−27.8% | Reduced |
| Argent Capital Management LLC | 616,147 | $83.2M | 2.60% | −9,780−1.6% | Reduced |
| Voya Investment Management LLC | 623,863 | $84.2M | 0.16% | +15,168+2.5% | Added |
| Charles Schwab Investment Management Inc | 626,547 | $84.6M | 0.03% | +15,711+2.6% | Added |
| Fairview Capital Investment Management, LLC | 638,498 | $86.2M | 5.93% | −765,983−54.5% | Reduced |
| Iridian Asset Management LLC | 676,276 | $91.3M | 1.64% | +29,359+4.5% | Added |
| Artemis Investment Management LLP | 680,138 | $91.9M | 0.79% | +26,982+4.1% | Added |
| ArrowMark Colorado Holdings LLC | 694,068 | $93.7M | 0.71% | −314,491−31.2% | Reduced |
| Victory Capital Management Inc | 722,161 | $97.5M | 0.09% | +25,864+3.7% | Added |
| Millennium Management LLC | 730,017 | $98.5M | 0.13% | +257,816+54.6% | Added |
| Norges Bank | 767,899 | $103.7M | 0.02% | +13,994+1.9% | Added |
| First Pacific Advisors, LP | 796,684 | $107.5M | 1.35% | −66,234−7.7% | Reduced |
| Westfield Capital Management Co LP | 985,164 | $133.0M | 0.80% | +137,251+16.2% | Added |
| Dimensional Fund Advisors LP | 988,169 | $133.4M | 0.04% | +43,688+4.6% | Added |
| HG Vora Capital Management, LLC | 1,000,000 | $135.0M | 6.09% | +200,000+25.0% | Added |