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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 3,554 | $649.0K | 0.03% | −49−1.4% | Reduced |
| Ritholtz Wealth Management | 3,509 | $641.0K | 0.04% | +248+7.6% | Added |
| Park Avenue Securities LLC | 3,492 | $638.0K | 0.01% | +863+32.8% | Added |
| Prelude Capital Management, LLC | 3,456 | $631.0K | 0.03% | +2,169+168.5% | Added |
| Intercontinental Wealth Advisors, LLC | 3,448 | $630.0K | 0.14% | +30+0.9% | Added |
| Archer Investment Corp | 3,410 | $622.9K | 0.22% | +3,410 | New |
| KB Financial Partners, LLC | 3,406 | $622.0K | 0.17% | +322+10.4% | Added |
| Colony Group LLC | 3,407 | $622.0K | 0.01% | +3,407 | New |
| Bickling Financial Services, Inc. | 3,387 | $619.0K | 0.32% | +4+0.1% | Added |
| Manufacturers Life Insurance Company, The | 3,388 | $618.9K | 0.00% | +485+16.7% | Added |
| Glenview Trust Co | 3,359 | $614.0K | 0.02% | +116+3.6% | Added |
| Leuthold Group, LLC | 3,320 | $606.0K | 0.08% | 00.0% | Unchanged |
| Stonnington Group, LLC | 3,000 | $601.0K | 0.14% | +3,000 | New |
| Ironwood Investment Counsel, LLC | 3,110 | $568.0K | 0.14% | −375−10.8% | Reduced |
| Western Wealth Management, LLC | 3,057 | $558.0K | 0.03% | +1,553+103.3% | Added |
| Integrated Investment Consultants, LLC | 2,930 | $535.0K | 0.15% | +190+6.9% | Added |
| Alps Advisors Inc | 2,765 | $505.0K | 0.01% | +230+9.1% | Added |
| Quantinno Capital Management LP | 2,745 | $501.0K | 0.08% | +365+15.3% | Added |
| Cullen/Frost Bankers, Inc. | 2,700 | $493.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,652 | $484.0K | 0.00% | +2,652 | New |
| Laurel Wealth Advisors, Inc. | 2,630 | $480.0K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 2,620 | $479.0K | 0.13% | +2,620 | New |
| Stratos Wealth Partners, LTD. | 2,606 | $476.0K | 0.01% | +393+17.8% | Added |
| Sawtooth Solutions, LLC | 2,556 | $467.0K | 0.06% | +2,556 | New |
| Zeke Capital Advisors, LLC | 2,497 | $456.0K | 0.02% | −146−5.5% | Reduced |
| Macquarie Group Ltd | 2,470 | $451.0K | 0.00% | −226,674−98.9% | Reduced |
| Globeflex Capital L P | 2,462 | $450.0K | 0.09% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 2,424 | $443.0K | 0.00% | +85+3.6% | Added |
| Moneta Group Investment Advisors LLC | 2,365 | $432.0K | 0.02% | −34−1.4% | Reduced |
| IHT Wealth Management, LLC | 2,323 | $424.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,266 | $421.0K | 0.02% | +1,931+576.4% | Added |
| BTC Capital Management, Inc. | 2,299 | $420.0K | 0.04% | −164−6.7% | Reduced |
| London Co of Virginia | 2,270 | $415.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,258 | $412.0K | 0.00% | −40,827−94.8% | Reduced |
| Harvest Investment Services, LLC | 2,231 | $407.0K | 0.24% | +2,231 | New |
| HighTower Advisors, LLC | 2,172 | $395.0K | 0.00% | +489+29.1% | Added |
| Edgestream Partners, L.P. | 2,145 | $392.0K | 0.03% | +2,145 | New |
| Cetera Investment Advisers | 2,057 | $376.0K | 0.01% | −94−4.4% | Reduced |
| MAI Capital Management | 2,001 | $366.0K | 0.01% | −95−4.5% | Reduced |
| WJ Wealth Management, LLC | 2,000 | $365.0K | 0.24% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,961 | $358.0K | 0.01% | −437−18.2% | Reduced |
| Greenleaf Trust | 1,943 | $355.0K | 0.00% | +229+13.4% | Added |
| Ethic Inc. | 1,911 | $349.0K | 0.02% | −368−16.1% | Reduced |
| Ssi Investment Management LLC | 1,884 | $345.0K | 0.02% | −20−1.1% | Reduced |
| Legacy Wealth Planning, LLC | 1,881 | $344.0K | 0.41% | +250+15.3% | Added |
| Umb Bank N A | 1,863 | $340.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,857 | $339.0K | 0.01% | +1,857 | New |
| Wealth Alliance | 1,846 | $337.0K | 0.07% | +326+21.4% | Added |
| Moody Lynn & Lieberson, LLC | 1,800 | $329.0K | 0.02% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,780 | $325.0K | 0.03% | −600−25.2% | Reduced |
| CIBC Private Wealth Group, LLC | 1,766 | $322.0K | 0.00% | −6,621−78.9% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,747 | $320.0K | 0.18% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,711 | $313.0K | 0.11% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 1,705 | $311.0K | 0.02% | +375+28.2% | Added |
| JT Stratford LLC | 1,684 | $308.0K | 0.09% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,660 | $303.0K | 0.07% | +6+0.4% | Added |
| Davenport & Co LLC | 1,602 | $293.0K | 0.00% | +51+3.3% | Added |
| Fayez Sarofim & Co | 1,600 | $292.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,570 | $287.0K | 0.01% | −321−17.0% | Reduced |
| Wedge Capital Management L L P | 1,570 | $287.0K | 0.00% | −159−9.2% | Reduced |
| Pennsylvania Capital Management Inc | 1,572 | $287.0K | 0.12% | 00.0% | Unchanged |
| Future Fund LLC | 1,552 | $284.0K | 0.34% | −758−32.8% | Reduced |
| Franklin Resources Inc | 1,548 | $283.0K | 0.00% | −218−12.3% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,532 | $280.0K | 0.10% | 00.0% | Unchanged |
| American International Group, Inc. | 1,512 | $276.0K | 0.00% | +1+0.1% | Added |
| Sanchez Wealth Management Group | 1,500 | $274.0K | 0.12% | +2+0.1% | Added |
| Great Diamond Partners, LLC | 1,504 | $274.0K | 0.08% | +29+2.0% | Added |
| Mackenzie Financial Corp | 1,482 | $271.0K | 0.00% | +1,482 | New |
| Pzena Investment Management LLC | 1,465 | $268.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,461 | $267.0K | 0.00% | −75−4.9% | Reduced |
| ICA Group Wealth Management, LLC | 1,322 | $263.0K | 0.05% | +1,322 | New |
| Private Capital Group, LLC | 1,399 | $256.0K | 0.06% | −121−8.0% | Reduced |
| Level Four Advisory Services, LLC | 1,372 | $251.0K | 0.02% | +1,372 | New |
| Brookstone Capital Management | 1,216 | $244.0K | 0.00% | +1,216 | New |
| Simplex Trading, LLC | 1,330 | $242.0K | 0.01% | −1,530−53.5% | Reduced |
| Symmetry Partners, LLC | 1,324 | $242.0K | 0.02% | 00.0% | Unchanged |
| Astrantus Ltd | 1,300 | $237.0K | 0.40% | −98−7.0% | Reduced |
| USA Financial Portformulas Corp | 1,278 | $233.0K | 0.25% | +1,278 | New |
| Atria Wealth Solutions, Inc. | 1,277 | $233.0K | 0.00% | +1,277 | New |
| IBM Retirement Fund | 1,258 | $230.0K | 0.03% | −71−5.3% | Reduced |
| National Asset Management, Inc. | 1,233 | $227.0K | 0.01% | +1,233 | New |
| Ieq Capital, LLC | 1,236 | $226.0K | 0.01% | +1,236 | New |
| Northwestern Mutual Wealth Management Co | 1,221 | $223.0K | 0.00% | −48,572−97.5% | Reduced |
| Intrust Bank NA | 1,222 | $223.0K | 0.03% | +1,222 | New |
| Prospera Financial Services Inc | 1,216 | $222.0K | 0.01% | +1,216 | New |
| Fermata Advisors, LLC | 1,179 | $216.0K | 0.08% | −72−5.8% | Reduced |
| XML Financial, LLC | 1,175 | $215.0K | 0.03% | +1,175 | New |
| Gladstone Institutional Advisory LLC | 1,172 | $214.0K | 0.01% | −128−9.8% | Reduced |
| Panagora Asset Management Inc | 1,166 | $213.0K | 0.00% | +1,166 | New |
| Proequities, Inc. | 1,154 | $211.0K | 0.02% | −171−12.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,140 | $208.0K | 0.02% | +1,140 | New |
| Presidio Capital Management, LLC | 1,107 | $202.0K | 0.18% | +1,107 | New |
| TSFG, LLC | 856 | $156.0K | 0.06% | +1+0.1% | Added |
| Belpointe Asset Management LLC | 856 | $156.0K | 0.01% | +90+11.7% | Added |
| Steward Partners Investment Advisory, LLC | 826 | $151.0K | 0.00% | +541+189.8% | Added |
| IFP Advisors, Inc | 1,624 | $146.0K | 0.00% | +1,071+193.7% | Added |
| Global Retirement Partners, LLC | 759 | $140.0K | 0.01% | +759 | New |
| Lindbrook Capital, LLC | 762 | $139.0K | 0.02% | −223−22.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 674 | $123.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 670 | $123.0K | 0.01% | 00.0% | Unchanged |