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 |
|---|---|---|---|---|---|
| Argent Capital Management LLC | 608,469 | $97.4M | 2.82% | −1,831−0.3% | Reduced |
| Fairview Capital Investment Management, LLC | 626,814 | $100.3M | 6.43% | −10,850−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 651,665 | $104.3M | 0.03% | +10,948+1.7% | Added |
| First Pacific Advisors, LP | 693,997 | $111.1M | 1.38% | −31,631−4.4% | Reduced |
| Standard Life Aberdeen plc | 696,282 | $111.5M | 0.24% | +696,282 | New |
| Norges Bank | 703,625 | $112.6M | 0.02% | −21,123−2.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 716,993 | $114.8M | 0.93% | −6,974−1.0% | Reduced |
| Artemis Investment Management LLP | 767,659 | $122.9M | 0.89% | +77,926+11.3% | Added |
| Junto Capital Management LP | 838,114 | $134.2M | 3.45% | +52,961+6.7% | Added |
| Darlington Partners Capital Management, LP | 926,623 | $148.3M | 9.94% | +926,623 | New |
| Voya Investment Management LLC | 970,111 | $155.3M | 0.30% | +143,236+17.3% | Added |
| Dimensional Fund Advisors LP | 980,021 | $156.9M | 0.05% | −14,850−1.5% | Reduced |
| Victory Capital Management Inc | 981,643 | $157.2M | 0.14% | +52,996+5.7% | Added |
| Alliancebernstein L.P. | 998,870 | $159.9M | 0.06% | +24,729+2.5% | Added |
| Frontier Capital Management Co LLC | 1,015,743 | $162.6M | 1.29% | +18,020+1.8% | Added |
| Westfield Capital Management Co LP | 1,069,670 | $171.2M | 1.02% | −106,824−9.1% | Reduced |
| Geode Capital Management, LLC | 1,106,321 | $177.1M | 0.02% | −5,686−0.5% | Reduced |
| Nuveen Asset Management, LLC | 1,144,537 | $183.2M | 0.05% | +175,848+18.2% | Added |
| State Street Corp | 1,226,123 | $196.3M | 0.01% | +27,919+2.3% | Added |
| American Century Companies Inc | 1,234,276 | $197.6M | 0.13% | +181,478+17.2% | Added |
| Artisan Partners Limited Partnership | 1,256,116 | $201.1M | 0.24% | −12,409−1.0% | Reduced |
| JPMorgan Chase & Co | 1,325,082 | $212.1M | 0.03% | +1,004,582+313.4% | Added |
| Bank of New York Mellon Corp | 1,385,774 | $221.8M | 0.04% | −91,429−6.2% | Reduced |
| Southpoint Capital Advisors LP | 1,500,000 | $240.1M | 4.61% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,956,443 | $313.2M | 0.35% | +1,956,443 | New |
| Eagle Asset Management Inc | 1,986,903 | $321.6M | 1.41% | +49,308+2.5% | Added |
| Invesco Ltd. | 2,034,983 | $325.8M | 0.08% | +109,266+5.7% | Added |
| FMR LLC | 2,176,946 | $348.5M | 0.03% | +186,234+9.4% | Added |
| Clarkston Capital Partners, LLC | 2,216,906 | $354.9M | 6.09% | −69,741−3.0% | Reduced |
| Samlyn Capital, LLC | 2,225,237 | $356.2M | 5.46% | −375,590−14.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,440,941 | $390.8M | 0.90% | +143,585+6.3% | Added |
| Wellington Management Group LLP | 3,325,880 | $532.4M | 0.09% | +297,368+9.8% | Added |
| BlackRock Inc. | 3,692,832 | $591.2M | 0.02% | +69,639+1.9% | Added |
| Vanguard Group Inc | 6,918,082 | $1.11B | 0.03% | +14,619+0.2% | Added |
| Janus Henderson Group PLC | 7,756,363 | $1.24B | 0.52% | −55,904−0.7% | Reduced |
| HG Vora Capital Management, LLC | 0 | $0 | 0.00% | −800,000−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −174,974−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −113,000−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −75,563−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −69,615−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −65,412−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −64,060−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −62,653−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −59,762−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −55,493−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −46,486−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −39,214−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −30,564−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −21,866−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −21,866−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −21,031−100.0% | Sold out |
| Sovarnum Capital L.P. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −7,531−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,501−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −5,259−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −5,096−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −5,044−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −3,022−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,710−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −2,002−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −1,532−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −1,321−100.0% | Sold out |
| Park National Corp | 0 | $0 | 0.00% | −1,286−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −941−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −766−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,085−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −389−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Marshall Wace Asia Ltd | – | – | – | – | Not filed |
| Three Peaks Capital Management, LLC | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |
| Derby & Company, Inc | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |