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, Q4 2021
Institutional positions in LPL Financial Holdings Inc. as of Dec 31, 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
- 435
- +21 vs. Q3 2021
- Shares held
- 76.8M
- +414.5K (+0.5%) vs. Q3 2021
- Total value
- $12.3B
- +$321.5M (+2.7%) vs. Q3 2021
- New holders
- 74
- 153 more added
- Sold out
- 53
- 156 more reduced
9 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 7,756,363 | $1.24B | 0.52% | −55,904−0.7% | Reduced |
| Vanguard Group Inc | 6,918,082 | $1.11B | 0.03% | +14,619+0.2% | Added |
| BlackRock Inc. | 3,692,832 | $591.2M | 0.02% | +69,639+1.9% | Added |
| Wellington Management Group LLP | 3,325,880 | $532.4M | 0.09% | +297,368+9.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,440,941 | $390.8M | 0.90% | +143,585+6.3% | Added |
| Samlyn Capital, LLC | 2,225,237 | $356.2M | 5.46% | −375,590−14.4% | Reduced |
| Clarkston Capital Partners, LLC | 2,216,906 | $354.9M | 6.09% | −69,741−3.0% | Reduced |
| FMR LLC | 2,176,946 | $348.5M | 0.03% | +186,234+9.4% | Added |
| Invesco Ltd. | 2,034,983 | $325.8M | 0.08% | +109,266+5.7% | Added |
| Eagle Asset Management Inc | 1,986,903 | $321.6M | 1.41% | +49,308+2.5% | Added |
| Allspring Global Investments Holdings, LLC | 1,956,443 | $313.2M | 0.35% | +1,956,443 | New |
| Southpoint Capital Advisors LP | 1,500,000 | $240.1M | 4.61% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 1,385,774 | $221.8M | 0.04% | −91,429−6.2% | Reduced |
| JPMorgan Chase & Co | 1,325,082 | $212.1M | 0.03% | +1,004,582+313.4% | Added |
| Artisan Partners Limited Partnership | 1,256,116 | $201.1M | 0.24% | −12,409−1.0% | Reduced |
| American Century Companies Inc | 1,234,276 | $197.6M | 0.13% | +181,478+17.2% | Added |
| State Street Corp | 1,226,123 | $196.3M | 0.01% | +27,919+2.3% | Added |
| Nuveen Asset Management, LLC | 1,144,537 | $183.2M | 0.05% | +175,848+18.2% | Added |
| Geode Capital Management, LLC | 1,106,321 | $177.1M | 0.02% | −5,686−0.5% | Reduced |
| Westfield Capital Management Co LP | 1,069,670 | $171.2M | 1.02% | −106,824−9.1% | Reduced |
| Frontier Capital Management Co LLC | 1,015,743 | $162.6M | 1.29% | +18,020+1.8% | Added |
| Alliancebernstein L.P. | 998,870 | $159.9M | 0.06% | +24,729+2.5% | Added |
| Victory Capital Management Inc | 981,643 | $157.2M | 0.14% | +52,996+5.7% | Added |
| Dimensional Fund Advisors LP | 980,021 | $156.9M | 0.05% | −14,850−1.5% | Reduced |
| Voya Investment Management LLC | 970,111 | $155.3M | 0.30% | +143,236+17.3% | Added |
| Darlington Partners Capital Management, LP | 926,623 | $148.3M | 9.94% | +926,623 | New |
| Junto Capital Management LP | 838,114 | $134.2M | 3.45% | +52,961+6.7% | Added |
| Artemis Investment Management LLP | 767,659 | $122.9M | 0.89% | +77,926+11.3% | Added |
| ArrowMark Colorado Holdings LLC | 716,993 | $114.8M | 0.93% | −6,974−1.0% | Reduced |
| Norges Bank | 703,625 | $112.6M | 0.02% | −21,123−2.9% | Reduced |
| Standard Life Aberdeen plc | 696,282 | $111.5M | 0.24% | +696,282 | New |
| First Pacific Advisors, LP | 693,997 | $111.1M | 1.38% | −31,631−4.4% | Reduced |
| Charles Schwab Investment Management Inc | 651,665 | $104.3M | 0.03% | +10,948+1.7% | Added |
| Fairview Capital Investment Management, LLC | 626,814 | $100.3M | 6.43% | −10,850−1.7% | Reduced |
| Argent Capital Management LLC | 608,469 | $97.4M | 2.82% | −1,831−0.3% | Reduced |
| Millennium Management LLC | 530,332 | $84.9M | 0.09% | −235,047−30.7% | Reduced |
| Price T Rowe Associates Inc | 485,145 | $77.7M | 0.01% | −136,036−21.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 479,077 | $76.7M | 0.93% | −40,668−7.8% | Reduced |
| Wells Fargo & Company | 462,360 | $74.0M | 0.02% | −2,058,451−81.7% | Reduced |
| Engle Capital Management, L.P. | 460,000 | $73.6M | 14.88% | −100,000−17.9% | Reduced |
| Bank of America Corp | 457,571 | $73.3M | 0.01% | +28,391+6.6% | Added |
| UBS Asset Management Americas Inc | 447,986 | $71.7M | 0.03% | −47,655−9.6% | Reduced |
| Raymond James & Associates | 434,498 | $69.6M | 0.06% | +5,151+1.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 427,756 | $68.5M | 0.70% | −132,815−23.7% | Reduced |
| Epoch Investment Partners, Inc. | 375,844 | $60.2M | 0.31% | −21,989−5.5% | Reduced |
| Northern Trust Corp | 367,869 | $58.9M | 0.01% | −25,265−6.4% | Reduced |
| TD Asset Management Inc | 367,470 | $58.8M | 0.05% | −21,334−5.5% | Reduced |
| Agf Investments Inc. | 322,183 | $51.6M | 0.37% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 317,214 | $50.8M | 0.09% | −5,001−1.6% | Reduced |
| CIBC Asset Management Inc | 279,711 | $44.8M | 0.16% | −31,876−10.2% | Reduced |
| Goldman Sachs Group Inc | 265,897 | $42.6M | 0.01% | +13,503+5.3% | Added |
| LMR Partners LLP | 251,661 | $40.3M | 0.53% | +64,419+34.4% | Added |
| Macquarie Group Ltd | 229,144 | $36.7M | 0.03% | +27,168+13.5% | Added |
| Cramer Rosenthal McGlynn LLC | 225,706 | $36.1M | 1.16% | +56,937+33.7% | Added |
| Trillium Asset Management, LLC | 222,414 | $35.6M | 0.84% | +9,277+4.4% | Added |
| Iridian Asset Management LLC | 214,603 | $34.4M | 2.16% | −268,046−55.5% | Reduced |
| Point72 Asset Management, L.P. | 211,300 | $33.8M | 0.15% | −306,979−59.2% | Reduced |
| Governors Lane LP | 207,900 | $33.3M | 2.40% | +207,900 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 205,431 | $32.9M | 0.49% | 00.0% | Unchanged |
| First Trust Advisors LP | 204,592 | $32.8M | 0.03% | +159,847+357.2% | Added |
| Fort Washington Investment Advisors Inc | 199,692 | $32.0M | 0.19% | +1,941+1.0% | Added |
| Primecap Management Co | 189,300 | $30.3M | 0.02% | −14,700−7.2% | Reduced |
| Swiss National Bank | 176,600 | $28.3M | 0.02% | 00.0% | Unchanged |
| California Public Employees Retirement System | 175,440 | $28.1M | 0.02% | −5,971−3.3% | Reduced |
| Eaton Vance Management | 167,659 | $26.8M | 0.03% | −29,291−14.9% | Reduced |
| Man Group plc | 154,725 | $24.8M | 0.08% | +9,036+6.2% | Added |
| Boston Partners | 153,743 | $24.6M | 0.03% | −2,933−1.9% | Reduced |
| SEI Investments Co | 153,800 | $24.6M | 0.05% | −7,707−4.8% | Reduced |
| Cookson Peirce & Co Inc | 147,938 | $23.7M | 1.32% | +1,461+1.0% | Added |
| Employees Retirement System of Texas | 143,988 | $23.1M | 0.26% | 00.0% | Unchanged |
| Reinhart Partners, Inc. | 138,314 | $22.1M | 1.06% | −84,995−38.1% | Reduced |
| Chiron Investment Management, LLC | 136,433 | $21.8M | 2.49% | −61,726−31.1% | Reduced |
| Thornburg Investment Management Inc | 133,932 | $21.4M | 0.25% | −42,602−24.1% | Reduced |
| Allianz Asset Management GmbH | 130,619 | $20.9M | 0.02% | −40,784−23.8% | Reduced |
| Envestnet Asset Management Inc | 130,133 | $20.8M | 0.01% | +6,449+5.2% | Added |
| Polar Capital Holdings Plc | 129,858 | $20.8M | 0.11% | +129,858 | New |
| Parametric Portfolio Associates LLC | 128,411 | $20.6M | 0.01% | −9,121−6.6% | Reduced |
| William Blair Investment Management, LLC | 125,004 | $20.0M | 0.05% | +2,304+1.9% | Added |
| Royal Bank of Canada | 119,080 | $19.1M | 0.00% | +4,553+4.0% | Added |
| Morgan Stanley | 115,745 | $18.5M | 0.00% | +23,108+24.9% | Added |
| California State Teachers Retirement System | 111,942 | $17.9M | 0.02% | −23,311−17.2% | Reduced |
| Marshall Wace, LLP | 110,674 | $17.7M | 0.04% | +95,653+636.8% | Added |
| Stifel Financial Corp | 107,606 | $17.2M | 0.02% | +6,266+6.2% | Added |
| BlueMar Capital Management, LLC | 102,010 | $16.3M | 4.53% | +1,660+1.7% | Added |
| New York State Common Retirement Fund | 101,049 | $16.2M | 0.02% | −97,292−49.1% | Reduced |
| State Board of Administration of Florida Retirement System | 99,127 | $15.9M | 0.03% | −123−0.1% | Reduced |
| Pinebridge Investments, L.P. | 96,474 | $15.4M | 0.16% | −1,986−2.0% | Reduced |
| ExodusPoint Capital Management, LP | 89,590 | $14.3M | 0.18% | −12,052−11.9% | Reduced |
| Nordea Investment Management AB | 88,349 | $14.3M | 0.02% | −476−0.5% | Reduced |
| Captrust Financial Advisors | 88,791 | $14.2M | 0.10% | −30,660−25.7% | Reduced |
| Legal & General Group Plc | 83,519 | $13.4M | 0.00% | +7,722+10.2% | Added |
| Credit Suisse AG | 83,194 | $13.3M | 0.01% | −2,719−3.2% | Reduced |
| Comerica Bank | 77,094 | $12.3M | 0.09% | +963+1.3% | Added |
| Assenagon Asset Management S.A. | 76,369 | $12.2M | 0.05% | −96,635−55.9% | Reduced |
| Calamos Advisors LLC | 76,200 | $12.2M | 0.05% | −15,618−17.0% | Reduced |
| Rhumbline Advisers | 75,537 | $12.1M | 0.01% | +2,126+2.9% | Added |
| Ameriprise Financial Inc | 73,924 | $11.8M | 0.00% | +16,630+29.0% | Added |
| Qube Research & Technologies Ltd | 70,160 | $11.2M | 0.09% | +70,160 | New |
| LPL Financial LLC | 69,397 | $11.1M | 0.01% | +3,594+5.5% | Added |
| Venturi Wealth Management, LLC | 67,806 | $10.9M | 0.82% | −404−0.6% | Reduced |