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, Q2 2022
Institutional positions in LPL Financial Holdings Inc. as of Jun 30, 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
- 534
- +61 vs. Q1 2022
- Shares held
- 81.8M
- +3.79M (+4.9%) vs. Q1 2022
- Total value
- $15.1B
- +$829.7M (+5.8%) vs. Q1 2022
- New holders
- 111
- 189 more added
- Sold out
- 50
- 175 more reduced
8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 7,155,151 | $1.32B | 0.91% | −618,036−8.0% | Reduced |
| Vanguard Group Inc | 7,016,915 | $1.29B | 0.04% | +5,550+0.1% | Added |
| BlackRock Inc. | 4,497,920 | $829.8M | 0.03% | +948,626+26.7% | Added |
| Wellington Management Group LLP | 3,115,503 | $574.7M | 0.12% | −458,632−12.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,699,829 | $498.1M | 1.57% | +14,585+0.5% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,289,151 | $422.3M | 3.98% | +2,289,151 | New |
| FMR LLC | 2,285,308 | $421.6M | 0.04% | +67,323+3.0% | Added |
| Invesco Ltd. | 2,129,209 | $392.8M | 0.12% | −235,673−10.0% | Reduced |
| Samlyn Capital, LLC | 2,081,698 | $384.0M | 7.70% | −134,776−6.1% | Reduced |
| Clarkston Capital Partners, LLC | 2,031,833 | $374.8M | 6.89% | −72,235−3.4% | Reduced |
| Capital Research Global Investors | 1,987,051 | $366.6M | 0.11% | +1,345,584+209.8% | Added |
| Alliancebernstein L.P. | 1,847,984 | $340.9M | 0.16% | +18,331+1.0% | Added |
| Eagle Asset Management Inc | 1,709,195 | $315.3M | 1.98% | −277,080−13.9% | Reduced |
| State Street Corp | 1,609,827 | $297.0M | 0.02% | +362,953+29.1% | Added |
| WCM Investment Management, LLC | 1,533,549 | $285.8M | 1.02% | +1,533,549 | New |
| JPMorgan Chase & Co | 1,410,580 | $260.2M | 0.04% | −72,420−4.9% | Reduced |
| Southpoint Capital Advisors LP | 1,225,000 | $226.0M | 6.41% | −175,000−12.5% | Reduced |
| Nuveen Asset Management, LLC | 1,197,235 | $220.9M | 0.09% | +56,855+5.0% | Added |
| Artisan Partners Limited Partnership | 1,186,703 | $218.9M | 0.37% | −334,125−22.0% | Reduced |
| Bank of New York Mellon Corp | 1,147,969 | $211.8M | 0.05% | +412,192+56.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,140,087 | $210.3M | 0.35% | −297,745−20.7% | Reduced |
| Egerton Capital (UK) LLP | 1,111,310 | $205.0M | 1.38% | +311,849+39.0% | Added |
| Geode Capital Management, LLC | 1,076,786 | $198.4M | 0.03% | +15,708+1.5% | Added |
| Voya Investment Management LLC | 965,992 | $178.2M | 0.45% | −61,286−6.0% | Reduced |
| Darlington Partners Capital Management, LP | 903,866 | $166.7M | 12.89% | +250,600+38.4% | Added |
| Dimensional Fund Advisors LP | 901,963 | $166.4M | 0.06% | −73,325−7.5% | Reduced |
| Frontier Capital Management Co LLC | 825,413 | $152.3M | 1.75% | −290,177−26.0% | Reduced |
| American Century Companies Inc | 816,690 | $150.7M | 0.12% | −77,157−8.6% | Reduced |
| Westfield Capital Management Co LP | 814,686 | $150.3M | 1.18% | −48,954−5.7% | Reduced |
| Standard Life Aberdeen plc | 739,237 | $136.4M | 0.43% | −28,253−3.7% | Reduced |
| Norges Bank | 722,053 | $133.2M | 0.03% | +3,358+0.5% | Added |
| Jackson Square Partners, LLC | 677,978 | $125.1M | 2.92% | +677,978 | New |
| Charles Schwab Investment Management Inc | 662,373 | $122.2M | 0.04% | −8,626−1.3% | Reduced |
| Junto Capital Management LP | 632,093 | $116.6M | 3.46% | −252,528−28.5% | Reduced |
| Argent Capital Management LLC | 588,994 | $108.7M | 4.12% | −12,512−2.1% | Reduced |
| Wells Fargo & Company | 579,422 | $106.9M | 0.03% | −70,076−10.8% | Reduced |
| First Pacific Advisors, LP | 562,306 | $103.7M | 1.54% | −71,406−11.3% | Reduced |
| Fairview Capital Investment Management, LLC | 550,938 | $101.6M | 7.05% | −46,617−7.8% | Reduced |
| Artemis Investment Management LLP | 523,936 | $96.8M | 1.00% | −90,714−14.8% | Reduced |
| Victory Capital Management Inc | 516,957 | $95.4M | 0.11% | −148,058−22.3% | Reduced |
| Goldman Sachs Group Inc | 490,394 | $90.5M | 0.03% | +32,866+7.2% | Added |
| Bank of America Corp | 456,849 | $84.3M | 0.01% | −65,314−12.5% | Reduced |
| Northern Trust Corp | 452,522 | $83.5M | 0.02% | +82,500+22.3% | Added |
| Agf Investments Inc. | 415,000 | $76.6M | 0.68% | +15,000+3.8% | Added |
| ArrowMark Colorado Holdings LLC | 402,963 | $74.3M | 0.85% | −224,343−35.8% | Reduced |
| Morgan Stanley | 401,634 | $74.1M | 0.01% | +198,490+97.7% | Added |
| Price T Rowe Associates Inc | 347,924 | $64.2M | 0.01% | −94,390−21.3% | Reduced |
| Epoch Investment Partners, Inc. | 335,318 | $61.9M | 0.36% | +2,782+0.8% | Added |
| SEI Investments Co | 320,337 | $59.1M | 0.13% | +146,803+84.6% | Added |
| TD Asset Management Inc | 308,139 | $56.8M | 0.07% | +10,645+3.6% | Added |
| Legal & General Group Plc | 306,646 | $56.6M | 0.02% | +220,806+257.2% | Added |
| FIL Ltd | 295,534 | $54.5M | 0.06% | −35,085−10.6% | Reduced |
| Primecap Management Co | 272,000 | $50.2M | 0.04% | +10,000+3.8% | Added |
| Raymond James & Associates | 253,252 | $46.7M | 0.05% | −7,098−2.7% | Reduced |
| CIBC Asset Management Inc | 252,182 | $46.5M | 0.19% | −49,039−16.3% | Reduced |
| Commerce Bank | 250,128 | $46.1M | 0.38% | +10,380+4.3% | Added |
| Azora Capital LP | 248,918 | $45.9M | 11.25% | +35,617+16.7% | Added |
| UBS Asset Management Americas Inc | 241,333 | $44.5M | 0.02% | −93,436−27.9% | Reduced |
| Engle Capital Management, L.P. | 236,000 | $43.5M | 17.27% | −134,000−36.2% | Reduced |
| Envestnet Asset Management Inc | 231,093 | $42.6M | 0.02% | +83,083+56.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 228,303 | $42.1M | 0.03% | +222,983+4,191.4% | Added |
| Eminence Capital, LP | 224,897 | $41.5M | 0.82% | +224,897 | New |
| Cramer Rosenthal McGlynn LLC | 214,502 | $39.6M | 1.82% | −1,684−0.8% | Reduced |
| Fort Washington Investment Advisors Inc | 204,124 | $37.7M | 0.29% | 00.0% | Unchanged |
| Eaton Vance Management | 203,308 | $37.5M | 0.05% | +17,580+9.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 201,371 | $37.1M | 0.93% | −183,696−47.7% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 193,831 | $35.8M | 0.72% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 186,753 | $34.8M | 1.07% | −12,643−6.3% | Reduced |
| Iridian Asset Management LLC | 185,922 | $34.3M | 2.81% | −13,785−6.9% | Reduced |
| Royal Bank of Canada | 184,939 | $34.1M | 0.01% | +58,712+46.5% | Added |
| Cornerstone Investment Partners, LLC | 183,244 | $33.8M | 2.27% | −426−0.2% | Reduced |
| Cookson Peirce & Co Inc | 159,686 | $29.5M | 2.03% | +9,050+6.0% | Added |
| California Public Employees Retirement System | 157,863 | $29.1M | 0.03% | −9,672−5.8% | Reduced |
| Governors Lane LP | 143,200 | $26.4M | 2.24% | +55,900+64.0% | Added |
| Stifel Financial Corp | 143,176 | $26.4M | 0.04% | +23,781+19.9% | Added |
| Federated Hermes, Inc. | 138,176 | $25.5M | 0.07% | −132,361−48.9% | Reduced |
| First Trust Advisors LP | 136,708 | $25.2M | 0.03% | +1,196+0.9% | Added |
| California State Teachers Retirement System | 133,565 | $24.6M | 0.04% | +30,647+29.8% | Added |
| Deutsche Bank AG | 126,361 | $23.3M | 0.01% | +117,570+1,337.4% | Added |
| New York State Common Retirement Fund | 122,775 | $22.6M | 0.03% | +21,720+21.5% | Added |
| Employees Retirement System of Texas | 121,988 | $22.5M | 0.32% | −22,000−15.3% | Reduced |
| Polar Capital Holdings Plc | 120,262 | $22.2M | 0.17% | −9,596−7.4% | Reduced |
| Credit Suisse AG | 113,734 | $21.0M | 0.02% | +21,513+23.3% | Added |
| William Blair Investment Management, LLC | 109,515 | $20.2M | 0.07% | −63,313−36.6% | Reduced |
| Sirios Capital Management L P | 108,317 | $20.0M | 3.61% | +48,775+81.9% | Added |
| Thornburg Investment Management Inc | 107,067 | $19.8M | 0.30% | −23,116−17.8% | Reduced |
| Boston Partners | 106,080 | $19.6M | 0.03% | −21,053−16.6% | Reduced |
| State Board of Administration of Florida Retirement System | 93,067 | $17.2M | 0.04% | −5,350−5.4% | Reduced |
| Driehaus Capital Management LLC | 90,808 | $16.8M | 0.27% | +18,962+26.4% | Added |
| Russell Investments Group, Ltd. | 90,329 | $16.7M | 0.03% | +37,962+72.5% | Added |
| Pinebridge Investments, L.P. | 84,372 | $15.6M | 0.20% | −20,526−19.6% | Reduced |
| Barclays PLC | 84,335 | $15.6M | 0.02% | −20,968−19.9% | Reduced |
| AQR Capital Management LLC | 84,359 | $15.0M | 0.03% | +1,317+1.6% | Added |
| Rhumbline Advisers | 79,929 | $14.7M | 0.02% | +7,827+10.9% | Added |
| Reinhart Partners, Inc. | 79,905 | $14.7M | 0.81% | −50,536−38.7% | Reduced |
| Balyasny Asset Management LLC | 77,854 | $14.4M | 0.06% | −94,063−54.7% | Reduced |
| Citigroup Inc | 68,599 | $12.7M | 0.02% | +37,521+120.7% | Added |
| Westwood Holdings Group Inc. | 66,537 | $12.3M | 0.13% | +8,524+14.7% | Added |
| Susquehanna International Group, LLP | 65,631 | $12.1M | 0.03% | −1,039−1.6% | Reduced |
| Aviva PLC | 65,252 | $12.0M | 0.06% | +65,252 | New |