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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 2,418 | $321.0K | 0.00% | −2,797−53.6% | Reduced |
| YHB Investment Advisors, Inc. | 2,380 | $321.0K | 0.03% | 00.0% | Unchanged |
| First Hawaiian Bank | 2,346 | $317.0K | 0.01% | +319+15.7% | Added |
| Ritholtz Wealth Management | 2,277 | $307.0K | 0.02% | +831+57.5% | Added |
| London Co of Virginia | 2,270 | $306.0K | 0.00% | 00.0% | Unchanged |
| IBM Retirement Fund | 2,250 | $304.0K | 0.02% | −410−15.4% | Reduced |
| M&T Bank Corp | 2,243 | $303.0K | 0.00% | +8+0.4% | Added |
| Zeke Capital Advisors, LLC | 2,241 | $302.0K | 0.02% | +4+0.2% | Added |
| Intercontinental Wealth Advisors, LLC | 2,207 | $298.0K | 0.06% | +396+21.9% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 2,187 | $295.0K | 0.00% | −129−5.6% | Reduced |
| NEXT Financial Group, Inc | 2,177 | $294.0K | 0.02% | +1,360+166.5% | Added |
| Cetera Advisor Networks LLC | 2,174 | $293.0K | 0.00% | +2,174 | New |
| Alps Advisors Inc | 2,155 | $291.0K | 0.00% | +2,155 | New |
| Winton Group Ltd | 2,135 | $288.0K | 0.02% | −2,200−50.7% | Reduced |
| Qtron Investments LLC | 2,127 | $287.0K | 0.07% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 2,093 | $283.0K | 0.00% | −75−3.5% | Reduced |
| Wedge Capital Management L L P | 2,089 | $282.0K | 0.00% | −409−16.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,091 | $282.0K | 0.00% | +2,091 | New |
| MAI Capital Management | 2,081 | $281.0K | 0.01% | +376+22.1% | Added |
| ACT Advisors, LLC. | 2,000 | $274.0K | 0.21% | 00.0% | Unchanged |
| 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 |
| 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 |
| Gotham Asset Management, LLC | 1,925 | $260.0K | 0.01% | +27+1.4% | Added |
| Moneta Group Investment Advisors LLC | 1,919 | $259.0K | 0.01% | +1,919 | New |
| Ssi Investment Management LLC | 1,909 | $256.0K | 0.02% | −7−0.4% | Reduced |
| Advisory Services Network, LLC | 1,850 | $250.0K | 0.01% | −300−14.0% | Reduced |
| Franklin Resources Inc | 1,776 | $240.0K | 0.00% | +317+21.7% | Added |
| MONECO Advisors, LLC | 1,724 | $233.0K | 0.11% | +50+3.0% | Added |
| Ensign Peak Advisors, Inc | 1,695 | $229.0K | 0.00% | −3,515−67.5% | Reduced |
| American International Group, Inc. | 1,682 | $227.0K | 0.00% | +678+67.5% | Added |
| Greenleaf Trust | 1,670 | $225.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of Omaha | 1,552 | $221.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,614 | $218.0K | 0.00% | +1,614 | New |
| 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 |
| HighTower Advisors, LLC | 1,566 | $214.0K | 0.00% | +122+8.4% | Added |
| Ethic Inc. | 1,577 | $213.0K | 0.03% | +1,577 | New |
| Private Capital Group, LLC | 1,420 | $192.0K | 0.04% | −70−4.7% | Reduced |
| Proequities, Inc. | 1,124 | $152.0K | 0.01% | −49−4.2% | Reduced |
| Heritage Wealth Management, LLC | 1,096 | $148.0K | 0.06% | +461+72.6% | Added |
| Creative Planning | 1,017 | $137.0K | 0.00% | +1,017 | New |
| Sofos Investments, Inc. | 0 | $135.0K | 0.06% | 0 | Unchanged |
| Schroder Investment Management Group | 976 | $132.0K | 0.00% | +976 | New |
| Jacobi Capital Management LLC | 941 | $127.0K | 0.02% | +141+17.6% | Added |
| Twin Tree Management, LP | 855 | $115.0K | 0.00% | +833+3,786.4% | Added |
| Systematic Alpha Investments, LLC | 760 | $110.0K | 0.00% | +1+0.1% | Added |
| Canada Pension Plan Investment Board | 785 | $106.0K | 0.00% | +785 | New |
| Neo Ivy Capital Management | 755 | $102.0K | 0.10% | +394+109.1% | Added |
| GW&K Investment Management, LLC | 700 | $94.0K | 0.00% | +700 | New |
| State of Wyoming | 678 | $92.0K | 0.06% | +678 | New |
| Graves-Light Private Wealth Management, Inc. | 674 | $91.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 670 | $90.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 656 | $89.0K | 0.04% | +1+0.2% | Added |
| IFP Advisors, Inc | 646 | $87.0K | 0.00% | +100+18.3% | Added |
| Fred Alger Management, LLC | 512 | $69.0K | 0.00% | +302+143.8% | Added |
| CWM, LLC | 486 | $66.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 481 | $65.0K | 0.00% | +481 | New |
| Dark Forest Capital Management LP | 476 | $64.0K | 0.03% | +476 | New |
| Capital Analysts, LLC | 455 | $61.0K | 0.00% | +45+11.0% | Added |
| Berman Capital Advisors, LLC | 413 | $55.0K | 0.01% | +206+99.5% | Added |
| Gables Capital Management Inc. | 400 | $54.0K | 0.04% | 00.0% | Unchanged |
| Exos Asset Management LLC | 393 | $53.0K | 0.03% | +393 | New |
| Signaturefd, LLC | 355 | $48.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 286 | $39.0K | 0.00% | +5+1.8% | Added |
| SkyView Investment Advisors, LLC | 263 | $37.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 254 | $35.0K | 0.00% | −239−48.5% | Reduced |
| Meeder Asset Management Inc | 209 | $28.0K | 0.00% | +209 | New |
| Fifth Third Bancorp | 185 | $25.0K | 0.00% | −72−28.0% | Reduced |
| 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 |
| Benjamin Edwards Inc | 161 | $22.0K | 0.02% | +161 | New |
| Huntington National Bank | 155 | $21.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 156 | $21.0K | 0.00% | +6+4.0% | Added |
| Parallel Advisors, LLC | 147 | $20.0K | 0.00% | +25+20.5% | Added |
| First Horizon Advisors, Inc. | 140 | $18.0K | 0.00% | −9−6.0% | Reduced |
| Covington Capital Management | 133 | $18.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 126 | $17.0K | 0.00% | −28−18.2% | Reduced |
| FourThought Financial, LLC | 124 | $16.0K | 0.00% | +54+77.1% | Added |
| Central Trust Co | 110 | $15.0K | 0.00% | +80+266.7% | Added |
| Lindbrook Capital, LLC | 89 | $12.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 83 | $12.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 85 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| First Horizon Corp | 72 | $9.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 65 | $9.00K | 0.01% | +65 | New |
| 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 |
| American Portfolios Advisors | 39 | $5.26K | 0.00% | −10−20.4% | Reduced |
| Harbour Investments, Inc. | 37 | $5.00K | 0.00% | −20−35.1% | Reduced |
| 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 |
| Ellevest, Inc. | 19 | $3.00K | 0.00% | −27−58.7% | Reduced |
| Washington Trust Co | 24 | $3.00K | 0.00% | −11−31.4% | Reduced |