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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 1,059,577 | $143.0M | 0.06% | −182,760−14.7% | Reduced |
| 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 |
| Artisan Partners Limited Partnership | 1,086,454 | $146.7M | 0.18% | +1,086,454 | New |
| Bank of New York Mellon Corp | 1,122,163 | $151.5M | 0.03% | +152,012+15.7% | Added |
| State Street Corp | 1,199,285 | $161.9M | 0.01% | +170,010+16.5% | Added |
| Geode Capital Management, LLC | 1,300,594 | $175.6M | 0.02% | −24,469−1.8% | Reduced |
| Southpoint Capital Advisors LP | 1,500,000 | $202.5M | 3.51% | −275,000−15.5% | Reduced |
| FMR LLC | 1,855,330 | $250.4M | 0.02% | −108,949−5.5% | Reduced |
| Eagle Asset Management Inc | 1,866,973 | $252.0M | 1.08% | −49,246−2.6% | Reduced |
| Invesco Ltd. | 2,014,165 | $271.9M | 0.07% | −677,200−25.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,146,883 | $289.8M | 0.71% | +226,762+11.8% | Added |
| Clarkston Capital Partners, LLC | 2,284,689 | $308.4M | 5.49% | −17,192−0.7% | Reduced |
| Wells Fargo & Company | 2,514,578 | $339.4M | 0.08% | −78,089−3.0% | Reduced |
| Samlyn Capital, LLC | 2,546,205 | $343.7M | 5.24% | +58,051+2.3% | Added |
| Wellington Management Group LLP | 2,868,818 | $387.2M | 0.06% | −981,964−25.5% | Reduced |
| BlackRock Inc. | 3,763,872 | $508.0M | 0.01% | +158,493+4.4% | Added |
| Vanguard Group Inc | 7,098,494 | $958.2M | 0.02% | −608,985−7.9% | Reduced |
| Janus Henderson Group PLC | 7,921,775 | $1.07B | 0.46% | −138,382−1.7% | Reduced |
| Mackay Shields LLC | 0 | $0 | 0.00% | −70,393−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −22,444−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −21,179−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −19,371−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −12,420−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −10,610−100.0% | Sold out |
| Lee Capital Holdings LLC | 0 | $0 | 0.00% | −7,415−100.0% | Sold out |
| HN Saltoro Capital, LP | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,863−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,328−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,146−100.0% | Sold out |
| First Midwest Bank Trust Division | 0 | $0 | 0.00% | −2,642−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,615−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −2,078−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| BTC Capital Management, Inc. | 0 | $0 | 0.00% | −1,653−100.0% | Sold out |
| State of Alaska, Department of Revenue | 0 | $0 | 0.00% | −1,556−100.0% | Sold out |
| Great Diamond Partners, LLC | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −1,443−100.0% | Sold out |
| Sanchez Wealth Management Group | 0 | $0 | 0.00% | −1,420−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −1,408−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −389−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Stuart Chaussee & Associates, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Waddell & Reed Financial Inc | – | – | – | – | Not filed |
| Bokf, NA | – | – | – | – | Not filed |
| Sullivan, Bruyette, Speros & Blaney, LLC | – | – | – | – | Not filed |