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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 119,974 | $21.9M | 0.32% | +30,384+33.9% | Added |
| Royal Bank of Canada | 126,227 | $23.1M | 0.01% | +7,147+6.0% | Added |
| Boston Partners | 127,133 | $23.2M | 0.03% | −26,610−17.3% | Reduced |
| Polar Capital Holdings Plc | 129,858 | $23.7M | 0.14% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 130,183 | $23.8M | 0.31% | −3,749−2.8% | Reduced |
| Reinhart Partners, Inc. | 130,441 | $23.8M | 1.15% | −7,873−5.7% | Reduced |
| First Trust Advisors LP | 135,512 | $24.8M | 0.03% | −69,080−33.8% | Reduced |
| Parametric Portfolio Associates LLC | 138,754 | $25.3M | 0.01% | +10,343+8.1% | Added |
| Employees Retirement System of Texas | 143,988 | $26.3M | 0.31% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 148,010 | $27.0M | 0.01% | +17,877+13.7% | Added |
| Cookson Peirce & Co Inc | 150,636 | $27.5M | 1.61% | +2,698+1.8% | Added |
| California Public Employees Retirement System | 167,535 | $30.6M | 0.02% | −7,905−4.5% | Reduced |
| Balyasny Asset Management LLC | 171,917 | $31.4M | 0.14% | +118,958+224.6% | Added |
| William Blair Investment Management, LLC | 172,828 | $31.6M | 0.09% | +47,824+38.3% | Added |
| SEI Investments Co | 173,534 | $31.8M | 0.06% | +19,734+12.8% | Added |
| Cornerstone Investment Partners, LLC | 183,670 | $33.6M | 1.92% | +180,356+5,442.2% | Added |
| Eaton Vance Management | 185,728 | $33.9M | 0.04% | +18,069+10.8% | Added |
| Swiss National Bank | 189,500 | $34.6M | 0.02% | +12,900+7.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 193,831 | $35.4M | 0.65% | −11,600−5.6% | Reduced |
| Trillium Asset Management, LLC | 199,396 | $36.4M | 0.97% | −23,018−10.3% | Reduced |
| Iridian Asset Management LLC | 199,707 | $36.5M | 2.75% | −14,896−6.9% | Reduced |
| Morgan Stanley | 203,144 | $37.1M | 0.01% | +87,399+75.5% | Added |
| Fort Washington Investment Advisors Inc | 204,124 | $37.3M | 0.24% | +4,432+2.2% | Added |
| Alua Capital Management LP | 205,225 | $37.5M | 2.56% | +205,225 | New |
| Azora Capital LP | 213,301 | $39.0M | 6.50% | +148,677+230.1% | Added |
| Cramer Rosenthal McGlynn LLC | 216,186 | $39.5M | 1.54% | −9,520−4.2% | Reduced |
| Commerce Bank | 239,748 | $43.8M | 0.30% | +239,748 | New |
| Raymond James & Associates | 260,350 | $47.6M | 0.04% | −174,148−40.1% | Reduced |
| Primecap Management Co | 262,000 | $47.9M | 0.04% | +72,700+38.4% | Added |
| Federated Hermes, Inc. | 270,537 | $49.4M | 0.11% | −46,677−14.7% | Reduced |
| TD Asset Management Inc | 297,494 | $54.3M | 0.05% | −69,976−19.0% | Reduced |
| CIBC Asset Management Inc | 301,221 | $55.0M | 0.19% | +21,510+7.7% | Added |
| FIL Ltd | 330,619 | $60.4M | 0.06% | +330,619 | New |
| Epoch Investment Partners, Inc. | 332,536 | $60.7M | 0.30% | −43,308−11.5% | Reduced |
| UBS Asset Management Americas Inc | 334,769 | $61.2M | 0.03% | −113,217−25.3% | Reduced |
| Engle Capital Management, L.P. | 370,000 | $67.6M | 14.52% | −90,000−19.6% | Reduced |
| Northern Trust Corp | 370,022 | $67.6M | 0.01% | +2,153+0.6% | Added |
| LMR Partners LLP | 374,050 | $68.3M | 1.00% | +122,389+48.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 385,067 | $70.3M | 1.26% | −94,010−19.6% | Reduced |
| Agf Investments Inc. | 400,000 | $73.1M | 0.55% | +77,817+24.2% | Added |
| Price T Rowe Associates Inc | 442,314 | $80.8M | 0.01% | −42,831−8.8% | Reduced |
| Goldman Sachs Group Inc | 457,528 | $83.6M | 0.02% | +191,631+72.1% | Added |
| Bank of America Corp | 522,163 | $95.4M | 0.01% | +64,592+14.1% | Added |
| Fairview Capital Investment Management, LLC | 597,555 | $109.2M | 6.80% | −29,259−4.7% | Reduced |
| Argent Capital Management LLC | 601,506 | $109.9M | 3.46% | −6,963−1.1% | Reduced |
| Artemis Investment Management LLP | 614,650 | $112.3M | 0.91% | −153,009−19.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 627,306 | $114.6M | 1.01% | −89,687−12.5% | Reduced |
| First Pacific Advisors, LP | 633,712 | $115.8M | 1.49% | −60,285−8.7% | Reduced |
| Capital Research Global Investors | 641,467 | $117.2M | 0.03% | +641,467 | New |
| Wells Fargo & Company | 649,498 | $118.7M | 0.03% | +187,138+40.5% | Added |
| Victory Capital Management Inc | 665,015 | $121.8M | 0.12% | −316,628−32.3% | Reduced |
| Charles Schwab Investment Management Inc | 670,999 | $122.6M | 0.04% | +19,334+3.0% | Added |
| Norges Bank | 718,695 | $131.3M | 0.03% | +15,070+2.1% | Added |
| Darlington Partners Capital Management, LP | 653,266 | $132.2M | 9.94% | −273,357−29.5% | Reduced |
| Bank of New York Mellon Corp | 735,777 | $134.4M | 0.03% | −649,997−46.9% | Reduced |
| Standard Life Aberdeen plc | 767,490 | $140.2M | 0.36% | +71,208+10.2% | Added |
| Egerton Capital (UK) LLP | 799,461 | $146.0M | 0.77% | +799,461 | New |
| Westfield Capital Management Co LP | 863,640 | $157.8M | 1.01% | −206,030−19.3% | Reduced |
| Junto Capital Management LP | 884,621 | $161.6M | 4.44% | +46,507+5.5% | Added |
| American Century Companies Inc | 893,847 | $163.3M | 0.11% | −340,429−27.6% | Reduced |
| Dimensional Fund Advisors LP | 975,288 | $178.2M | 0.06% | −4,733−0.5% | Reduced |
| Voya Investment Management LLC | 1,027,278 | $187.7M | 0.39% | +57,167+5.9% | Added |
| Geode Capital Management, LLC | 1,061,078 | $193.8M | 0.02% | −45,243−4.1% | Reduced |
| Frontier Capital Management Co LLC | 1,115,590 | $203.8M | 1.85% | +99,847+9.8% | Added |
| Nuveen Asset Management, LLC | 1,140,380 | $205.2M | 0.07% | −4,157−0.4% | Reduced |
| State Street Corp | 1,246,874 | $227.8M | 0.01% | +20,751+1.7% | Added |
| Southpoint Capital Advisors LP | 1,400,000 | $255.8M | 4.96% | −100,000−6.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,437,832 | $262.7M | 0.33% | −518,611−26.5% | Reduced |
| JPMorgan Chase & Co | 1,483,000 | $270.9M | 0.04% | +157,918+11.9% | Added |
| Artisan Partners Limited Partnership | 1,520,828 | $277.8M | 0.37% | +264,712+21.1% | Added |
| Alliancebernstein L.P. | 1,829,653 | $334.2M | 0.13% | +830,783+83.2% | Added |
| Eagle Asset Management Inc | 1,986,275 | $362.9M | 1.86% | −6280.0% | Reduced |
| Clarkston Capital Partners, LLC | 2,104,068 | $384.4M | 6.40% | −112,838−5.1% | Reduced |
| Samlyn Capital, LLC | 2,216,474 | $404.9M | 6.12% | −8,763−0.4% | Reduced |
| FMR LLC | 2,217,985 | $405.2M | 0.03% | +41,039+1.9% | Added |
| Invesco Ltd. | 2,364,882 | $432.0M | 0.11% | +329,899+16.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,685,244 | $490.5M | 1.30% | +244,303+10.0% | Added |
| BlackRock Inc. | 3,549,294 | $648.4M | 0.02% | −143,538−3.9% | Reduced |
| Wellington Management Group LLP | 3,574,135 | $652.9M | 0.11% | +248,255+7.5% | Added |
| Vanguard Group Inc | 7,011,365 | $1.28B | 0.03% | +93,283+1.3% | Added |
| Janus Henderson Group PLC | 7,773,187 | $1.42B | 0.69% | +16,824+0.2% | Added |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −136,433−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −110,674−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −67,390−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −46,630−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −39,262−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −14,484−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −13,594−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −12,791−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −12,544−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,510−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −7,990−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −6,032−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,767−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −5,296−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −5,159−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,165−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,980−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −3,960−100.0% | Sold out |