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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, Q3 2021

Institutional positions in LPL Financial Holdings Inc. as of Sep 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
423
+9 vs. Q2 2021
Shares held
76.9M
+923.6K (+1.2%) vs. Q2 2021
Total value
$12.1B
+$1.80B (+17.5%) vs. Q2 2021
New holders
57
161 more added
Sold out
48
137 more reduced

5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 423 institutions
Q1 2021: 398 institutionsQ2 2021: 419 institutionsQ3 2021: 423 institutionsQ4 2021: 435 institutionsQ1 2022: 481 institutionsQ2 2022: 534 institutionsQ3 2022: 583 institutionsQ4 2022: 632 institutionsQ1 2023: 615 institutionsQ2 2023: 590 institutionsQ3 2023: 601 institutionsQ4 2023: 621 institutionsQ1 2024: 650 institutionsQ2 2024: 677 institutionsQ3 2024: 646 institutionsQ4 2024: 725 institutionsQ1 2025: 788 institutionsQ2 2025: 802 institutionsQ3 2025: 759 institutionsQ4 2025: 826 institutionsQ1 2026: 769 institutionsQ2 2026: 768 institutions
Value heldQ3 2021: $12.1B
Q1 2021: $11.0BQ2 2021: $10.3BQ3 2021: $12.1BQ4 2021: $12.3BQ1 2022: $14.3BQ2 2022: $15.1BQ3 2022: $17.2BQ4 2022: $16.5BQ1 2023: $15.1BQ2 2023: $15.6BQ3 2023: $17.1BQ4 2023: $16.2BQ1 2024: $19.2BQ2 2024: $20.1BQ3 2024: $16.8BQ4 2024: $23.3BQ1 2025: $25.5BQ2 2025: $29.8BQ3 2025: $26.1BQ4 2025: $29.0BQ1 2026: $24.8BQ2 2026: $23.3B
Institutions holding LPLA and their total value by quarter
QuarterHoldersValue
Q2 2026768$23.3B
Q1 2026769$24.8B
Q4 2025826$29.0B
Q3 2025759$26.1B
Q2 2025802$29.8B
Q1 2025788$25.5B
Q4 2024725$23.3B
Q3 2024646$16.8B
Q2 2024677$20.1B
Q1 2024650$19.2B
Q4 2023621$16.2B
Q3 2023601$17.1B
Q2 2023590$15.6B
Q1 2023615$15.1B
Q4 2022632$16.5B
Q3 2022583$17.2B
Q2 2022534$15.1B
Q1 2022481$14.3B
Q4 2021435$12.3B
Q3 2021423$12.1B
Q2 2021419$10.3B
Q1 2021398$11.0B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q2 2021.

Institutions holding LPLA in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
MONECO Advisors, LLC1,730$271.0K0.11%+6+0.3%Added
Wedge Capital Management L L P1,742$273.0K0.00%−347−16.6%Reduced
Pennsylvania Capital Management Inc1,572$275.0K0.12%+1,572New
Franklin Resources Inc1,776$278.0K0.00%00.0%Unchanged
Park Avenue Securities LLC1,776$278.0K0.01%+162+10.0%Added
Ethic Inc.1,800$282.0K0.03%+223+14.1%Added
Cornerstone Investment Partners, LLC1,832$287.0K0.02%+1,832New
World Asset Management Inc1,870$293.0K0.03%−138−6.9%Reduced
Advisory Services Network, LLC1,890$296.0K0.01%+40+2.2%Added
Ssi Investment Management LLC1,909$299.0K0.02%00.0%Unchanged
Intercontinental Wealth Advisors, LLC1,927$302.0K0.07%−280−12.7%Reduced
B. Metzler seel. Sohn & Co. Holding AG1,978$310.0K0.00%−209−9.6%Reduced
ACT Advisors, LLC.2,000$314.0K0.24%00.0%Unchanged
WJ Wealth Management, LLC2,000$314.0K0.21%00.0%Unchanged
Moody Lynn & Lieberson, LLC2,000$314.0K0.02%+2,000New
Alphasimplex Group, LLC2,002$314.0K0.26%+2,002New
M&T Bank Corp2,024$317.0K0.00%−219−9.8%Reduced
Alps Advisors Inc2,125$333.0K0.00%−30−1.4%Reduced
TownSquare Capital, LLC2,147$337.0K0.01%+2,147New
L & S Advisors Inc2,200$345.0K0.04%+2,200New
MAI Capital Management2,209$346.0K0.01%+128+6.2%Added
IBM Retirement Fund2,250$353.0K0.03%00.0%Unchanged
London Co of Virginia2,270$356.0K0.00%00.0%Unchanged
Parallax Volatility Advisers, L.P.2,274$356.0K0.00%+183+8.8%Added
Stratos Wealth Partners, LTD.2,278$357.0K0.01%−326−12.5%Reduced
HighPoint Advisor Group LLC2,275$357.0K0.03%+271+13.5%Added
YHB Investment Advisors, Inc.2,380$373.0K0.03%00.0%Unchanged
Cetera Advisor Networks LLC2,390$375.0K0.01%+216+9.9%Added
IHT Wealth Management, LLC2,417$379.0K0.03%−67−2.7%Reduced
Cetera Investment Advisers2,561$401.0K0.01%−841−24.7%Reduced
First Hawaiian Bank2,649$415.0K0.02%+303+12.9%Added
Zeke Capital Advisors, LLC2,647$415.0K0.02%+406+18.1%Added
Cullen/Frost Bankers, Inc.2,700$423.0K0.01%00.0%Unchanged
FORA Capital, LLC2,710$425.0K0.11%−1,348−33.2%Reduced
Quantinno Capital Management LP2,722$427.0K0.48%00.0%Unchanged
Nicholas Investment Partners, LP2,738$429.0K0.03%−2,038−42.7%Reduced
Integrated Investment Consultants, LLC2,740$430.0K0.13%00.0%Unchanged
Moneta Group Investment Advisors LLC2,769$434.0K0.02%+850+44.3%Added
SG Americas Securities, LLC2,895$454.0K0.00%−21,439−88.1%Reduced
Quantitative Investment Management, LLC2,912$456.0K0.04%+905+45.1%Added
Walleye Capital LLC2,936$460.0K0.01%+2,936New
Guggenheim Capital LLC2,971$466.0K0.00%+34+1.2%Added
Ritholtz Wealth Management3,000$470.0K0.03%+723+31.8%Added
NFJ Investment Group, LLC3,022$474.0K0.01%−45−1.5%Reduced
Glenview Trust Co3,243$508.0K0.02%+652+25.2%Added
Pittenger & Anderson Inc3,260$511.0K0.03%−335−9.3%Reduced
Squarepoint Ops LLC3,287$515.0K0.00%−10,771−76.6%Reduced
O'Shares Investment Advisers, LLC3,294$516.0K0.04%+3,294New
Bickling Financial Services, Inc.3,329$522.0K0.26%+5+0.2%Added
Leuthold Group, LLC3,357$526.0K0.06%00.0%Unchanged
XTX Topco Ltd3,394$532.0K0.18%−1,314−27.9%Reduced
Derby & Company, Inc3,400$533.0K0.11%00.0%Unchanged
Toth Financial Advisory Corp3,450$541.0K0.08%+3,450New
Intersect Capital LLC3,519$552.0K0.09%+405+13.0%Added
Wolff Wiese Magana LLC3,526$553.0K0.39%+3,467+5,876.3%Added
Ironwood Investment Counsel, LLC3,535$554.0K0.14%00.0%Unchanged
JustInvest LLC3,564$559.0K0.05%+3,564New
The PNC Financial Services Group, Inc.3,604$564.0K0.00%+52+1.5%Added
Raymond James Financial Services Advisors, Inc.3,782$593.0K0.00%+760+25.1%Added
Independent Advisor Alliance3,810$597.0K0.03%+478+14.3%Added
Advisor OS, LLC3,928$615.0K0.13%+621+18.8%Added
KB Financial Partners, LLC3,981$624.0K0.23%+685+20.8%Added
Van Leeuwen & Company, LLC4,098$642.0K0.39%00.0%Unchanged
Manufacturers Life Insurance Company, The4,170$654.0K0.00%+2,571+160.8%Added
SkyView Investment Advisors, LLC4,274$670.0K0.19%+4,011+1,525.1%Added
Jefferies Group LLC4,310$675.6K0.02%+4,310New
Kestra Advisory Services, LLC4,423$693.0K0.01%+1,142+34.8%Added
MML Investors Services, LLC4,441$696.0K0.01%−830−15.7%Reduced
Oppenheimer Asset Management Inc.4,589$720.0K0.01%−119−2.5%Reduced
Logan Capital Management Inc4,600$721.0K0.03%00.0%Unchanged
Snowden Capital Advisors LLC4,755$745.4K0.04%−25,170−84.1%Reduced
First Mercantile Trust Co4,806$754.0K0.10%−389−7.5%Reduced
Navellier & Associates Inc4,824$756.0K0.11%−90−1.8%Reduced
Capital Asset Advisory Services LLC4,889$766.0K0.09%+5+0.1%Added
Crestline Management, LP5,044$791.0K0.08%+5,044New
Old Mission Capital LLC5,096$799.0K0.04%+5,096New
Brown Brothers Harriman & Co5,109$801.0K0.00%−67−1.3%Reduced
Asset Management One Co.,Ltd.5,259$824.0K0.00%+45+0.9%Added
Metropolitan Life Insurance Co5,338$836.8K0.01%−175−3.2%Reduced
Pictet Asset Management SA5,400$847.0K0.00%+5,400New
Edgestream Partners, L.P.5,501$862.0K0.05%−3,958−41.8%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5,574$873.8K0.00%00.0%Unchanged
LVW Advisors, LLC5,579$875.0K0.15%+121+2.2%Added
Raymond James Trust N.A.5,806$910.0K0.03%−1,382−19.2%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5,825$913.0K0.08%+1,074+22.6%Added
Prudential Financial Inc6,247$922.0K0.00%−1,227−16.4%Reduced
Versor Investments LP5,900$925.0K0.03%+3,065+108.1%Added
Aureus Asset Management, LLC5,905$926.0K0.06%00.0%Unchanged
Neuberger Berman Group LLC5,947$926.0K0.00%+3,529+145.9%Added
Mitsubishi UFJ Trust & Banking Corp5,946$932.0K0.00%00.0%Unchanged
Maryland State Retirement & Pension System6,006$957.0K0.03%00.0%Unchanged
Sumitomo Life Insurance Co6,241$978.0K0.03%−275−4.2%Reduced
Great West Life Assurance Co6,240$984.0K0.00%−104−1.6%Reduced
King Luther Capital Management Corp6,420$1.01M0.00%−130−2.0%Reduced
Virginia Retirement Systems Et Al6,600$1.03M0.01%+200+3.1%Added
Kestra Private Wealth Services, LLC6,632$1.04M0.06%+218+3.4%Added
Ci Investments Inc.6,764$1.06M0.00%+704+11.6%Added
ProShare Advisors LLC6,926$1.09M0.00%+76+1.1%Added
Prescott Group Capital Management, L.L.C.7,000$1.10M0.30%00.0%Unchanged
First Republic Investment Management, Inc.7,156$1.12M0.00%−2,173−23.3%Reduced