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, Q1 2022
Institutional positions in LPL Financial Holdings Inc. as of Mar 31, 2022. 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
- 481
- +48 vs. Q4 2021
- Shares held
- 78.2M
- +1.41M (+1.8%) vs. Q4 2021
- Total value
- $14.3B
- +$2.00B (+16.3%) vs. Q4 2021
- New holders
- 91
- 177 more added
- Sold out
- 43
- 157 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 7,773,187 | $1.42B | 0.69% | +16,824+0.2% | Added |
| Vanguard Group Inc | 7,011,365 | $1.28B | 0.03% | +93,283+1.3% | Added |
| Wellington Management Group LLP | 3,574,135 | $652.9M | 0.11% | +248,255+7.5% | Added |
| BlackRock Inc. | 3,549,294 | $648.4M | 0.02% | −143,538−3.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,685,244 | $490.5M | 1.30% | +244,303+10.0% | Added |
| Invesco Ltd. | 2,364,882 | $432.0M | 0.11% | +329,899+16.2% | Added |
| FMR LLC | 2,217,985 | $405.2M | 0.03% | +41,039+1.9% | Added |
| Samlyn Capital, LLC | 2,216,474 | $404.9M | 6.12% | −8,763−0.4% | Reduced |
| Clarkston Capital Partners, LLC | 2,104,068 | $384.4M | 6.40% | −112,838−5.1% | Reduced |
| Eagle Asset Management Inc | 1,986,275 | $362.9M | 1.86% | −6280.0% | Reduced |
| Alliancebernstein L.P. | 1,829,653 | $334.2M | 0.13% | +830,783+83.2% | Added |
| Artisan Partners Limited Partnership | 1,520,828 | $277.8M | 0.37% | +264,712+21.1% | Added |
| JPMorgan Chase & Co | 1,483,000 | $270.9M | 0.04% | +157,918+11.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,437,832 | $262.7M | 0.33% | −518,611−26.5% | Reduced |
| Southpoint Capital Advisors LP | 1,400,000 | $255.8M | 4.96% | −100,000−6.7% | Reduced |
| State Street Corp | 1,246,874 | $227.8M | 0.01% | +20,751+1.7% | Added |
| Nuveen Asset Management, LLC | 1,140,380 | $205.2M | 0.07% | −4,157−0.4% | Reduced |
| Frontier Capital Management Co LLC | 1,115,590 | $203.8M | 1.85% | +99,847+9.8% | Added |
| Geode Capital Management, LLC | 1,061,078 | $193.8M | 0.02% | −45,243−4.1% | Reduced |
| Voya Investment Management LLC | 1,027,278 | $187.7M | 0.39% | +57,167+5.9% | Added |
| Dimensional Fund Advisors LP | 975,288 | $178.2M | 0.06% | −4,733−0.5% | Reduced |
| American Century Companies Inc | 893,847 | $163.3M | 0.11% | −340,429−27.6% | Reduced |
| Junto Capital Management LP | 884,621 | $161.6M | 4.44% | +46,507+5.5% | Added |
| Westfield Capital Management Co LP | 863,640 | $157.8M | 1.01% | −206,030−19.3% | Reduced |
| Egerton Capital (UK) LLP | 799,461 | $146.0M | 0.77% | +799,461 | New |
| Standard Life Aberdeen plc | 767,490 | $140.2M | 0.36% | +71,208+10.2% | Added |
| Bank of New York Mellon Corp | 735,777 | $134.4M | 0.03% | −649,997−46.9% | Reduced |
| Darlington Partners Capital Management, LP | 653,266 | $132.2M | 9.94% | −273,357−29.5% | Reduced |
| Norges Bank | 718,695 | $131.3M | 0.03% | +15,070+2.1% | Added |
| Charles Schwab Investment Management Inc | 670,999 | $122.6M | 0.04% | +19,334+3.0% | Added |
| Victory Capital Management Inc | 665,015 | $121.8M | 0.12% | −316,628−32.3% | Reduced |
| Wells Fargo & Company | 649,498 | $118.7M | 0.03% | +187,138+40.5% | Added |
| Capital Research Global Investors | 641,467 | $117.2M | 0.03% | +641,467 | New |
| First Pacific Advisors, LP | 633,712 | $115.8M | 1.49% | −60,285−8.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 627,306 | $114.6M | 1.01% | −89,687−12.5% | Reduced |
| Artemis Investment Management LLP | 614,650 | $112.3M | 0.91% | −153,009−19.9% | Reduced |
| Argent Capital Management LLC | 601,506 | $109.9M | 3.46% | −6,963−1.1% | Reduced |
| Fairview Capital Investment Management, LLC | 597,555 | $109.2M | 6.80% | −29,259−4.7% | Reduced |
| Bank of America Corp | 522,163 | $95.4M | 0.01% | +64,592+14.1% | Added |
| Goldman Sachs Group Inc | 457,528 | $83.6M | 0.02% | +191,631+72.1% | Added |
| Price T Rowe Associates Inc | 442,314 | $80.8M | 0.01% | −42,831−8.8% | Reduced |
| Agf Investments Inc. | 400,000 | $73.1M | 0.55% | +77,817+24.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 385,067 | $70.3M | 1.26% | −94,010−19.6% | Reduced |
| LMR Partners LLP | 374,050 | $68.3M | 1.00% | +122,389+48.6% | Added |
| Northern Trust Corp | 370,022 | $67.6M | 0.01% | +2,153+0.6% | Added |
| Engle Capital Management, L.P. | 370,000 | $67.6M | 14.52% | −90,000−19.6% | Reduced |
| UBS Asset Management Americas Inc | 334,769 | $61.2M | 0.03% | −113,217−25.3% | Reduced |
| Epoch Investment Partners, Inc. | 332,536 | $60.7M | 0.30% | −43,308−11.5% | Reduced |
| FIL Ltd | 330,619 | $60.4M | 0.06% | +330,619 | New |
| CIBC Asset Management Inc | 301,221 | $55.0M | 0.19% | +21,510+7.7% | Added |
| TD Asset Management Inc | 297,494 | $54.3M | 0.05% | −69,976−19.0% | Reduced |
| Federated Hermes, Inc. | 270,537 | $49.4M | 0.11% | −46,677−14.7% | Reduced |
| Primecap Management Co | 262,000 | $47.9M | 0.04% | +72,700+38.4% | Added |
| Raymond James & Associates | 260,350 | $47.6M | 0.04% | −174,148−40.1% | Reduced |
| Commerce Bank | 239,748 | $43.8M | 0.30% | +239,748 | New |
| Cramer Rosenthal McGlynn LLC | 216,186 | $39.5M | 1.54% | −9,520−4.2% | Reduced |
| Azora Capital LP | 213,301 | $39.0M | 6.50% | +148,677+230.1% | Added |
| Alua Capital Management LP | 205,225 | $37.5M | 2.56% | +205,225 | New |
| Fort Washington Investment Advisors Inc | 204,124 | $37.3M | 0.24% | +4,432+2.2% | Added |
| Morgan Stanley | 203,144 | $37.1M | 0.01% | +87,399+75.5% | Added |
| Iridian Asset Management LLC | 199,707 | $36.5M | 2.75% | −14,896−6.9% | Reduced |
| Trillium Asset Management, LLC | 199,396 | $36.4M | 0.97% | −23,018−10.3% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 193,831 | $35.4M | 0.65% | −11,600−5.6% | Reduced |
| Swiss National Bank | 189,500 | $34.6M | 0.02% | +12,900+7.3% | Added |
| Eaton Vance Management | 185,728 | $33.9M | 0.04% | +18,069+10.8% | Added |
| Cornerstone Investment Partners, LLC | 183,670 | $33.6M | 1.92% | +180,356+5,442.2% | Added |
| SEI Investments Co | 173,534 | $31.8M | 0.06% | +19,734+12.8% | Added |
| William Blair Investment Management, LLC | 172,828 | $31.6M | 0.09% | +47,824+38.3% | Added |
| Balyasny Asset Management LLC | 171,917 | $31.4M | 0.14% | +118,958+224.6% | Added |
| California Public Employees Retirement System | 167,535 | $30.6M | 0.02% | −7,905−4.5% | Reduced |
| Cookson Peirce & Co Inc | 150,636 | $27.5M | 1.61% | +2,698+1.8% | Added |
| Envestnet Asset Management Inc | 148,010 | $27.0M | 0.01% | +17,877+13.7% | Added |
| Employees Retirement System of Texas | 143,988 | $26.3M | 0.31% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 138,754 | $25.3M | 0.01% | +10,343+8.1% | Added |
| First Trust Advisors LP | 135,512 | $24.8M | 0.03% | −69,080−33.8% | Reduced |
| Reinhart Partners, Inc. | 130,441 | $23.8M | 1.15% | −7,873−5.7% | Reduced |
| Thornburg Investment Management Inc | 130,183 | $23.8M | 0.31% | −3,749−2.8% | Reduced |
| Polar Capital Holdings Plc | 129,858 | $23.7M | 0.14% | 00.0% | Unchanged |
| Boston Partners | 127,133 | $23.2M | 0.03% | −26,610−17.3% | Reduced |
| Royal Bank of Canada | 126,227 | $23.1M | 0.01% | +7,147+6.0% | Added |
| ExodusPoint Capital Management, LP | 119,974 | $21.9M | 0.32% | +30,384+33.9% | Added |
| Stifel Financial Corp | 119,395 | $21.8M | 0.03% | +11,789+11.0% | Added |
| Toscafund Asset Management LLP | 116,526 | $21.8M | 14.82% | +116,526 | New |
| Vaughan Nelson Investment Management, L.P. | 109,176 | $19.9M | 0.23% | −318,580−74.5% | Reduced |
| Barclays PLC | 105,303 | $19.2M | 0.02% | +65,868+167.0% | Added |
| Pinebridge Investments, L.P. | 104,898 | $19.2M | 0.21% | +8,424+8.7% | Added |
| California State Teachers Retirement System | 102,918 | $18.8M | 0.02% | −9,024−8.1% | Reduced |
| New York State Common Retirement Fund | 101,055 | $18.5M | 0.02% | +60.0% | Added |
| State Board of Administration of Florida Retirement System | 98,417 | $18.0M | 0.03% | −710−0.7% | Reduced |
| Citadel Advisors LLC | 94,962 | $17.3M | 0.02% | +93,235+5,398.7% | Added |
| Allianz Asset Management GmbH | 94,873 | $17.3M | 0.01% | −35,746−27.4% | Reduced |
| Credit Suisse AG | 92,221 | $16.8M | 0.01% | +9,027+10.9% | Added |
| Man Group plc | 92,160 | $16.8M | 0.06% | −62,565−40.4% | Reduced |
| Nordea Investment Management AB | 89,167 | $16.8M | 0.02% | +818+0.9% | Added |
| Governors Lane LP | 87,300 | $15.9M | 1.23% | −120,600−58.0% | Reduced |
| BlueMar Capital Management, LLC | 86,906 | $15.9M | 6.72% | −15,104−14.8% | Reduced |
| Legal & General Group Plc | 85,840 | $15.7M | 0.00% | +2,321+2.8% | Added |
| AQR Capital Management LLC | 83,042 | $15.2M | 0.03% | +39,366+90.1% | Added |
| Nomura Holdings Inc | 82,076 | $15.0M | 0.12% | +82,076 | New |
| Jane Street Group, LLC | 79,349 | $14.5M | 0.03% | +71,989+978.1% | Added |