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 |
|---|---|---|---|---|---|
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −3,558−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,695−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −2,436−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,343−100.0% | Sold out |
| ACT Advisors, LLC. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −1,944−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,730−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,694−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −1,669−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,464−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −976−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −281−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Lenox Wealth Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |