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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 668 | $122.0K | 0.02% | +668 | New |
| Toth Financial Advisory Corp | 660 | $121.0K | 0.02% | −4,725−87.7% | Reduced |
| Quent Capital, LLC | 664 | $121.0K | 0.02% | +11+1.7% | Added |
| Harvest Fund Management Co., Ltd | 650 | $118.0K | 0.02% | +633+3,723.5% | Added |
| CWM, LLC | 602 | $110.0K | 0.00% | +225+59.7% | Added |
| Bessemer Group Inc | 573 | $105.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 537 | $98.0K | 0.00% | +68+14.5% | Added |
| Koshinski Asset Management, Inc. | 512 | $93.5K | 0.01% | +82+19.1% | Added |
| Covestor Ltd | 502 | $92.0K | 0.06% | +206+69.6% | Added |
| Quadrant Capital Group LLC | 492 | $90.0K | 0.01% | +34+7.4% | Added |
| Counterpoint Mutual Funds LLC | 495 | $90.0K | 0.07% | +495 | New |
| Rockefeller Capital Management L.P. | 490 | $89.0K | 0.00% | +169+52.6% | Added |
| Tyler-Stone Wealth Management | 405 | $74.0K | 0.04% | +14+3.6% | Added |
| Capital Analysts, LLC | 399 | $73.0K | 0.00% | −56−12.3% | Reduced |
| Sandy Spring Bank | 400 | $73.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 400 | $73.0K | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 391 | $71.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 386 | $71.0K | 0.00% | +386 | New |
| Acadian Asset Management LLC | 327 | $58.0K | 0.00% | +327 | New |
| Federation des caisses Desjardins du Quebec | 314 | $57.4K | 0.00% | +314 | New |
| PEAK6 Investments LLC | 237 | $43.0K | 0.00% | −15,071−98.5% | Reduced |
| Eagle Bay Advisors LLC | 235 | $43.0K | 0.04% | +226+2,511.1% | Added |
| Benjamin Edwards Inc | 184 | $34.0K | 0.01% | +14+8.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 181 | $33.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 177 | $32.0K | 0.00% | −38−17.7% | Reduced |
| Steward Financial Group LLC | 175 | $31.0K | 0.03% | +175 | New |
| Wolff Wiese Magana LLC | 157 | $29.0K | 0.02% | −1−0.6% | Reduced |
| Allworth Financial LP | 153 | $28.0K | 0.00% | +153 | New |
| Huntington National Bank | 139 | $25.0K | 0.00% | −17−10.9% | Reduced |
| Covington Capital Management | 133 | $24.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 127 | $23.0K | 0.00% | −252−66.5% | Reduced |
| Riverview Trust Co | 113 | $21.0K | 0.02% | +113 | New |
| Advocacy Wealth Management Services, LLC | 103 | $19.0K | 0.00% | +103 | New |
| Manchester Capital Management LLC | 94 | $17.0K | 0.00% | −91−49.2% | Reduced |
| Leonteq Securities AG | 90 | $16.4K | 0.00% | −1,029−92.0% | Reduced |
| IAG Wealth Partners, LLC | 83 | $15.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 83 | $15.0K | 0.00% | +83 | New |
| Plante Moran Financial Advisors, LLC | 74 | $14.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 71 | $13.0K | 0.00% | +71 | New |
| Fifth Third Bancorp | 64 | $12.0K | 0.00% | −45−41.3% | Reduced |
| Cambridge Trust Co | 63 | $12.0K | 0.00% | −5−7.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 66 | $12.0K | 0.00% | +66 | New |
| Clean Yield Group | 63 | $12.0K | 0.00% | +63 | New |
| Farmers & Merchants Investments Inc | 61 | $11.0K | 0.00% | −10−14.1% | Reduced |
| TCWP LLC | 63 | $11.0K | 0.00% | +63 | New |
| NVWM, LLC | 54 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $10.0K | 0.00% | +34+161.9% | Added |
| Money Concepts Capital Corp | 52 | $9.00K | 0.00% | +52 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 45 | $8.00K | 0.00% | +1+2.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 38 | $7.00K | 0.00% | +38 | New |
| American Portfolios Advisors | 33 | $6.03K | 0.00% | −15−31.3% | Reduced |
| Meeder Asset Management Inc | 32 | $6.00K | 0.00% | −1,672−98.1% | Reduced |
| ClariVest Asset Management LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 31 | $5.66K | 0.00% | +31 | New |
| Earnest Partners LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 27 | $5.00K | 0.00% | +3+12.5% | Added |
| Glassman Wealth Services | 26 | $5.00K | 0.00% | +6+30.0% | Added |
| CVA Family Office, LLC | 25 | $5.00K | 0.00% | +10+66.7% | Added |
| Cordant, Inc. | 29 | $5.00K | 0.00% | +29 | New |
| Sofos Investments, Inc. | 183 | $4.00K | 0.00% | +23+14.4% | Added |
| Investment Research & Advisory Group, Inc. | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 21 | $4.00K | 0.00% | +21 | New |
| Ellevest, Inc. | 14 | $3.00K | 0.00% | −84−85.7% | Reduced |
| CNB Bank | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 17 | $3.00K | 0.00% | +5+41.7% | Added |
| Schubert & Co | 19 | $3.00K | 0.00% | +6+46.2% | Added |
| Disciplined Investments, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Lee Financial Co | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 13 | $2.00K | 0.00% | +13 | New |
| AdvisorNet Financial, Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 8 | $1.00K | 0.00% | +8 | New |
| Parkside Financial Bank & Trust | 3 | $1.00K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 5 | $913 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| 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 |