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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 11,423 | $1.54M | 0.00% | +155+1.4% | Added |
| Caldwell Trust Co | 11,350 | $1.53M | 0.20% | −357−3.0% | Reduced |
| Teacher Retirement System of Texas | 10,433 | $1.41M | 0.01% | +1,553+17.5% | Added |
| Picton Mahoney Asset Management | 10,215 | $1.38M | 0.05% | +10,215 | New |
| Shell Asset Management Co | 10,183 | $1.38M | 0.03% | +550+5.7% | Added |
| Illinois Municipal Retirement Fund | 10,094 | $1.36M | 0.06% | 00.0% | Unchanged |
| Retirement Capital Strategies | 10,041 | $1.35M | 0.52% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 9,920 | $1.34M | 0.13% | +415+4.4% | Added |
| STRS Ohio | 9,580 | $1.29M | 0.00% | +710+8.0% | Added |
| State of Wisconsin Investment Board | 9,509 | $1.28M | 0.00% | −450−4.5% | Reduced |
| Edgestream Partners, L.P. | 9,459 | $1.28M | 0.08% | +9,459 | New |
| First Republic Investment Management, Inc. | 9,329 | $1.26M | 0.00% | +6,975+296.3% | Added |
| Financial Advocates Investment Management | 9,240 | $1.25M | 0.09% | +188+2.1% | Added |
| Xponance, Inc. | 9,230 | $1.25M | 0.02% | +9,230 | New |
| Cipher Capital LP | 9,106 | $1.23M | 0.68% | +9,106 | New |
| Pearl River Capital, LLC | 8,602 | $1.16M | 0.32% | +8,602 | New |
| Pitcairn Co | 8,339 | $1.13M | 0.08% | −36−0.4% | Reduced |
| Freedman Financial Associates, Inc. | 7,962 | $1.07M | 0.81% | +962+13.7% | Added |
| Eqis Capital Management, Inc. | 7,949 | $1.07M | 0.08% | −2,461−23.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,711 | $1.04M | 0.01% | −263−3.3% | Reduced |
| FDx Advisors, Inc. | 7,685 | $1.04M | 0.03% | +1,109+16.9% | Added |
| NewEdge Wealth, LLC | 7,545 | $1.02M | 0.08% | +1,379+22.4% | Added |
| Advisors Asset Management, Inc. | 7,475 | $1.01M | 0.01% | +48+0.6% | Added |
| Prudential Financial Inc | 7,474 | $1.01M | 0.00% | +195+2.7% | Added |
| Raymond James Trust N.A. | 7,188 | $971.0K | 0.03% | −1,320−15.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,080 | $956.0K | 0.41% | +7,080 | New |
| Prescott Group Capital Management, L.L.C. | 7,000 | $945.0K | 0.27% | 00.0% | Unchanged |
| Teza Capital Management LLC | 6,912 | $933.0K | 0.15% | +6,912 | New |
| PDT Partners, LLC | 6,900 | $931.0K | 0.06% | +6,900 | New |
| ProShare Advisors LLC | 6,850 | $925.0K | 0.00% | +254+3.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 6,724 | $908.0K | 0.00% | −1,619−19.4% | Reduced |
| King Luther Capital Management Corp | 6,550 | $884.0K | 0.00% | −2,140−24.6% | Reduced |
| Sumitomo Life Insurance Co | 6,516 | $880.0K | 0.03% | +6,516 | New |
| Kestra Private Wealth Services, LLC | 6,414 | $866.0K | 0.05% | +127+2.0% | Added |
| Virginia Retirement Systems Et Al | 6,400 | $864.0K | 0.01% | −3,200−33.3% | Reduced |
| Great West Life Assurance Co | 6,344 | $856.0K | 0.00% | −299−4.5% | Reduced |
| Point72 Hong Kong Ltd | 6,324 | $854.0K | 0.06% | +6,324 | New |
| Maryland State Retirement & Pension System | 6,006 | $823.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 6,060 | $818.0K | 0.00% | +355+6.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 5,946 | $803.0K | 0.00% | −332−5.3% | Reduced |
| Aureus Asset Management, LLC | 5,905 | $797.0K | 0.05% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,884 | $794.0K | 0.06% | +5,884 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,574 | $752.4K | 0.00% | +5,574 | New |
| SummerHaven Investment Management, LLC | 5,559 | $750.0K | 0.43% | +140+2.6% | Added |
| Twinbeech Capital LP | 5,518 | $745.0K | 0.09% | +5,518 | New |
| Metropolitan Life Insurance Co | 5,513 | $744.1K | 0.01% | +3,598+187.9% | Added |
| Kemnay Advisory Services Inc. | 5,486 | $741.0K | 0.09% | −1,681−23.5% | Reduced |
| LVW Advisors, LLC | 5,458 | $737.0K | 0.13% | −647−10.6% | Reduced |
| Pictet Asset Management Ltd | 5,400 | $729.0K | 0.00% | −800−12.9% | Reduced |
| Prelude Capital Management, LLC | 5,377 | $726.0K | 0.04% | +5,377 | New |
| MML Investors Services, LLC | 5,271 | $711.0K | 0.01% | +1,353+34.5% | Added |
| Quantbot Technologies LP | 5,248 | $708.0K | 0.06% | +5,248 | New |
| Asset Management One Co.,Ltd. | 5,214 | $703.0K | 0.00% | +5,214 | New |
| First Mercantile Trust Co | 5,195 | $701.0K | 0.08% | −475−8.4% | Reduced |
| Brown Brothers Harriman & Co | 5,176 | $699.0K | 0.00% | −410−7.3% | Reduced |
| Blueshift Asset Management, LLC | 5,119 | $691.0K | 0.04% | +5,119 | New |
| Navellier & Associates Inc | 4,914 | $663.0K | 0.10% | −192−3.8% | Reduced |
| Capital Asset Advisory Services LLC | 4,884 | $659.0K | 0.07% | +624+14.6% | Added |
| Sciencast Management LP | 4,737 | $647.0K | 0.14% | +4,737 | New |
| Nicholas Investment Partners, LP | 4,776 | $645.0K | 0.04% | −1,658−25.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,751 | $641.0K | 0.06% | −611−11.4% | Reduced |
| Oppenheimer Asset Management Inc. | 4,708 | $635.0K | 0.01% | +4,708 | New |
| XTX Topco Ltd | 4,708 | $635.0K | 0.21% | +4,708 | New |
| Logan Capital Management Inc | 4,600 | $621.0K | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,592 | $620.0K | 0.02% | −2,702−37.0% | Reduced |
| TrimTabs Asset Management, LLC | 4,295 | $612.0K | 0.31% | −319−6.9% | Reduced |
| Marshall Wace, LLP | 4,463 | $602.0K | 0.00% | +1,244+38.6% | Added |
| Van Leeuwen & Company, LLC | 4,098 | $577.0K | 0.34% | +407+11.0% | Added |
| Echo Street Capital Management LLC | 4,062 | $548.0K | 0.00% | +584+16.8% | Added |
| FORA Capital, LLC | 4,058 | $548.0K | 0.10% | +4,058 | New |
| Bessemer Group Inc | 3,615 | $488.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3,595 | $485.0K | 0.02% | +750+26.4% | Added |
| The PNC Financial Services Group, Inc. | 3,552 | $479.0K | 0.00% | −3,168−47.1% | Reduced |
| Ironwood Investment Counsel, LLC | 3,535 | $477.0K | 0.13% | −40−1.1% | Reduced |
| Trexquant Investment LP | 3,434 | $464.0K | 0.04% | +3,434 | New |
| Cetera Investment Advisers | 3,402 | $459.0K | 0.01% | −293−7.9% | Reduced |
| Derby & Company, Inc | 3,400 | $459.0K | 0.10% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 3,402 | $459.0K | 0.41% | +3,402 | New |
| Leuthold Group, LLC | 3,357 | $453.0K | 0.06% | −91−2.6% | Reduced |
| Independent Advisor Alliance | 3,332 | $450.0K | 0.02% | +144+4.5% | Added |
| Bickling Financial Services, Inc. | 3,324 | $449.0K | 0.20% | +67+2.1% | Added |
| Advisor OS, LLC | 3,307 | $446.0K | 0.09% | +1,446+77.7% | Added |
| KB Financial Partners, LLC | 3,296 | $445.0K | 0.17% | +767+30.3% | Added |
| Kestra Advisory Services, LLC | 3,281 | $443.0K | 0.01% | +753+29.8% | Added |
| Tower Research Capital LLC (TRC) | 3,243 | $438.0K | 0.01% | +223+7.4% | Added |
| Intersect Capital LLC | 3,114 | $420.0K | 0.07% | +285+10.1% | Added |
| NFJ Investment Group, LLC | 3,067 | $414.0K | 0.01% | −58,883−95.0% | Reduced |
| Boothbay Fund Management, LLC | 3,032 | $409.0K | 0.02% | +3,032 | New |
| Raymond James Financial Services Advisors, Inc. | 3,022 | $408.0K | 0.00% | −311−9.3% | Reduced |
| Guggenheim Capital LLC | 2,937 | $397.0K | 0.00% | −1,143−28.0% | Reduced |
| Enterprise Financial Services Corp | 2,934 | $396.0K | 0.06% | −80−2.7% | Reduced |
| Versor Investments LP | 2,835 | $383.0K | 0.01% | −1,065−27.3% | Reduced |
| Integrated Investment Consultants, LLC | 2,740 | $370.0K | 0.11% | +818+42.6% | Added |
| Quantinno Capital Management LP | 2,722 | $367.0K | 0.42% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,700 | $364.0K | 0.01% | 00.0% | Unchanged |
| NorthCoast Asset Management LLC | 2,683 | $362.0K | 0.01% | −130−4.6% | Reduced |
| Capula Management Ltd | 2,676 | $361.0K | 0.07% | +2,676 | New |
| Stratos Wealth Partners, LTD. | 2,604 | $352.0K | 0.01% | −106−3.9% | Reduced |
| Glenview Trust Co | 2,591 | $350.0K | 0.01% | +2,591 | New |
| IHT Wealth Management, LLC | 2,484 | $335.0K | 0.02% | +10.0% | Added |