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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 5 | $922 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 8 | $1.00K | 0.00% | −24−75.0% | Reduced |
| Institutional & Family Asset Management, LLC | 6 | $1.00K | 0.00% | −3−33.3% | Reduced |
| Whittier Trust Co | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 11 | $2.00K | 0.00% | −6−35.3% | Reduced |
| Lee Financial Co | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 9 | $2.00K | 0.00% | +9 | New |
| Bartlett & Co. LLC | 12 | $2.00K | 0.00% | +12 | New |
| Ronald Blue Trust, Inc. | 13 | $2.00K | 0.00% | +13 | New |
| Bartlett & Co. Wealth Management LLC | 12 | $2.21K | 0.00% | +12 | New |
| Parkside Financial Bank & Trust | 14 | $3.00K | 0.00% | +11+366.7% | 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 |
| CNB Bank | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $4.00K | 0.00% | +4+25.0% | Added |
| Standard Family Office LLC | 24 | $4.00K | 0.04% | +24 | New |
| Urban Wealth Management, LLC | 21 | $4.00K | 0.01% | +21 | New |
| Moisand Fitzgerald Tamayo, LLC | 29 | $5.00K | 0.00% | −9−23.7% | Reduced |
| Washington Trust Co | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 25 | $5.00K | 0.00% | +25 | New |
| Aua Capital Management, LLC | 30 | $6.00K | 0.00% | −1−3.2% | Reduced |
| Glassman Wealth Services | 35 | $6.00K | 0.00% | +9+34.6% | Added |
| CVA Family Office, LLC | 30 | $6.00K | 0.00% | +5+20.0% | Added |
| FinTrust Capital Advisors, LLC | 33 | $6.00K | 0.00% | +33 | New |
| HHM Wealth Advisors, LLC | 32 | $6.00K | 0.00% | +32 | New |
| Schubert & Co | 38 | $7.00K | 0.01% | +19+100.0% | Added |
| Bell Investment Advisors, Inc | 46 | $8.00K | 0.00% | +46 | New |
| Farmers & Merchants Investments Inc | 49 | $9.00K | 0.00% | −12−19.7% | Reduced |
| AdvisorNet Financial, Inc | 49 | $9.00K | 0.00% | +44+880.0% | Added |
| HM Payson & Co | 50 | $9.00K | 0.00% | +50 | New |
| NVWM, LLC | 54 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 59 | $11.2K | 0.00% | +59 | New |
| Clean Yield Group | 63 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 63 | $12.0K | 0.00% | +42+200.0% | Added |
| Johnson Financial Group, Inc. | 71 | $13.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 74 | $14.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 76 | $14.0K | 0.01% | +76 | New |
| IAG Wealth Partners, LLC | 83 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 83 | $15.0K | 0.00% | +83 | New |
| JFS Wealth Advisors, LLC | 87 | $16.0K | 0.00% | +32+58.2% | Added |
| Manchester Capital Management LLC | 94 | $17.0K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 103 | $19.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 108 | $20.0K | 0.00% | −31−22.3% | Reduced |
| Private Trust Co NA | 110 | $20.0K | 0.00% | +110 | New |
| Riverview Trust Co | 113 | $21.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 127 | $23.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 133 | $25.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 146 | $27.0K | 0.00% | +146 | New |
| Wolff Wiese Magana LLC | 154 | $28.0K | 0.02% | −3−1.9% | Reduced |
| Fifth Third Bancorp | 168 | $31.0K | 0.00% | +104+162.5% | Added |
| Steward Financial Group LLC | 175 | $32.0K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 181 | $33.0K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 182 | $33.0K | 0.00% | +130+250.0% | Added |
| Better Money Decisions, LLC | 179 | $33.0K | 0.03% | +179 | New |
| Benjamin Edwards Inc | 184 | $34.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 186 | $34.0K | 0.00% | +186 | New |
| Whittier Trust Co of Nevada Inc | 190 | $35.0K | 0.00% | +124+187.9% | Added |
| Assetmark, Inc | 205 | $38.0K | 0.00% | +122+147.0% | Added |
| Quintet Private Bank (Europe) S.A. | 214 | $46.6K | 0.00% | +214 | New |
| Tower Research Capital LLC (TRC) | 265 | $49.0K | 0.00% | −1,196−81.9% | Reduced |
| Allworth Financial LP | 276 | $51.0K | 0.00% | +123+80.4% | Added |
| Rock Creek Group, LP | 286 | $53.0K | 0.01% | +286 | New |
| CoreCap Advisors, LLC | 295 | $54.0K | 0.00% | +295 | New |
| Sandy Spring Bank | 300 | $55.0K | 0.00% | −100−25.0% | Reduced |
| Penserra Capital Management LLC | 373 | $68.0K | 0.00% | +373 | New |
| Covestor Ltd | 372 | $69.0K | 0.06% | −130−25.9% | Reduced |
| Tobam | 386 | $71.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 391 | $72.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 399 | $74.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 400 | $74.0K | 0.06% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 405 | $75.0K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 426 | $79.0K | 0.01% | +412+2,942.9% | Added |
| Swedbank AB | 454 | $83.8K | 0.00% | +454 | New |
| IFP Advisors, Inc | 1,061 | $105.0K | 0.00% | −563−34.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 572 | $105.5K | 0.00% | +258+82.2% | Added |
| First Horizon Advisors, Inc. | 591 | $108.0K | 0.00% | +414+233.9% | Added |
| Quadrant Capital Group LLC | 595 | $110.0K | 0.01% | +103+20.9% | Added |
| Venture Visionary Partners LLC | 619 | $114.2K | 0.01% | +619 | New |
| Harvest Fund Management Co., Ltd | 650 | $120.0K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 655 | $120.8K | 0.13% | +655 | New |
| Steward Partners Investment Advisory, LLC | 658 | $121.0K | 0.00% | −168−20.3% | Reduced |
| Toth Financial Advisory Corp | 660 | $122.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 670 | $123.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 665 | $123.0K | 0.03% | +1+0.2% | Added |
| Global Retirement Partners, LLC | 759 | $140.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 793 | $145.9K | 0.09% | +558+237.4% | Added |
| Rockefeller Capital Management L.P. | 797 | $146.0K | 0.00% | +307+62.7% | Added |
| TSFG, LLC | 857 | $158.0K | 0.07% | +1+0.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 860 | $159.0K | 0.04% | +860 | New |
| Belpointe Asset Management LLC | 881 | $161.0K | 0.01% | +25+2.9% | Added |
| CWM, LLC | 938 | $173.0K | 0.00% | +336+55.8% | Added |
| Banque Cantonale Vaudoise | 1,000 | $185.0K | 0.01% | +1,000 | New |
| SRS Capital Advisors, Inc. | 1,025 | $189.0K | 0.03% | +357+53.4% | Added |
| Presidio Capital Management, LLC | 1,101 | $203.0K | 0.22% | −6−0.5% | Reduced |
| Lindbrook Capital, LLC | 1,110 | $205.0K | 0.03% | +348+45.7% | Added |
| DGS Capital Management, LLC | 1,111 | $205.0K | 0.17% | +1,111 | New |