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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 1,126 | $208.0K | 0.01% | +589+109.7% | Added |
| Apollon Wealth Management, LLC | 1,131 | $209.0K | 0.02% | +1,131 | New |
| Blueshift Asset Management, LLC | 1,163 | $215.0K | 0.04% | +1,163 | New |
| XML Financial, LLC | 1,176 | $217.0K | 0.05% | +1+0.1% | Added |
| Great Diamond Partners, LLC | 1,193 | $220.0K | 0.07% | −311−20.7% | Reduced |
| EP Wealth Advisors, LLC | 1,197 | $221.0K | 0.00% | +1,197 | New |
| Panagora Asset Management Inc | 1,212 | $224.0K | 0.00% | +46+3.9% | Added |
| Dorsey & Whitney Trust CO LLC | 1,226 | $226.0K | 0.02% | +86+7.5% | Added |
| Wetherby Asset Management Inc | 1,228 | $227.0K | 0.02% | +1,228 | New |
| American International Group, Inc. | 1,243 | $229.0K | 0.00% | −269−17.8% | Reduced |
| Two Sigma Securities, LLC | 1,266 | $234.0K | 0.04% | +1,266 | New |
| CIBC Private Wealth Group, LLC | 1,293 | $239.0K | 0.00% | −473−26.8% | Reduced |
| Aquatic Capital Management LLC | 1,300 | $240.0K | 0.08% | +1,300 | New |
| Private Capital Group, LLC | 1,313 | $242.0K | 0.18% | −86−6.1% | Reduced |
| Symmetry Partners, LLC | 1,324 | $244.0K | 0.02% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,344 | $247.0K | 0.02% | +1,344 | New |
| GWM Advisors LLC | 1,350 | $249.0K | 0.00% | +1,350 | New |
| Lido Advisors, LLC | 1,367 | $252.0K | 0.01% | +1,367 | New |
| Future Fund LLC | 1,450 | $267.0K | 0.61% | −102−6.6% | Reduced |
| CAPROCK Group, Inc. | 1,487 | $274.0K | 0.03% | +1,487 | New |
| Sanchez Wealth Management Group | 1,502 | $277.0K | 0.14% | +2+0.1% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,532 | $283.0K | 0.11% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,554 | $287.0K | 0.01% | −407−20.8% | Reduced |
| Pennsylvania Capital Management Inc | 1,572 | $290.0K | 0.15% | 00.0% | Unchanged |
| Creative Planning | 1,579 | $291.0K | 0.00% | +1,579 | New |
| Advisory Research Inc | 1,583 | $292.0K | 0.03% | +1,583 | New |
| Natixis Investment Managers International | 1,590 | $293.0K | 0.01% | +1,590 | New |
| Seeyond | 1,590 | $293.0K | 0.03% | +1,590 | New |
| Atria Wealth Solutions, Inc. | 1,600 | $295.0K | 0.01% | +323+25.3% | Added |
| Western Wealth Management, LLC | 1,616 | $297.0K | 0.02% | −1,441−47.1% | Reduced |
| Davenport & Co LLC | 1,623 | $299.0K | 0.00% | +21+1.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,674 | $303.0K | 0.22% | −73−4.2% | Reduced |
| CWM Advisors, LLC | 1,640 | $303.0K | 0.04% | +1,640 | New |
| National Asset Management, Inc. | 1,674 | $310.0K | 0.01% | +441+35.8% | Added |
| Ieq Capital, LLC | 1,700 | $314.0K | 0.01% | +464+37.5% | Added |
| MONECO Advisors, LLC | 1,712 | $316.0K | 0.12% | +1+0.1% | Added |
| YHB Investment Advisors, Inc. | 1,780 | $328.0K | 0.03% | 00.0% | Unchanged |
| Intrust Bank NA | 1,786 | $330.0K | 0.05% | +564+46.2% | Added |
| American Portfolios Advisors | 1,793 | $330.8K | 0.01% | +1,760+5,333.3% | Added |
| BMS Financial Advisors, LLC | 1,792 | $331.0K | 0.22% | +1,792 | New |
| Moody Lynn & Lieberson, LLC | 1,800 | $332.0K | 0.03% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 1,829 | $337.0K | 0.04% | +1,829 | New |
| HighTower Trust Services, LTA | 3,936 | $340.0K | 0.06% | +3,936 | New |
| Umb Bank N A | 1,863 | $344.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 1,864 | $344.0K | 0.01% | +1,864 | New |
| Legacy Wealth Planning, LLC | 1,881 | $347.0K | 0.50% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 1,884 | $348.0K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,889 | $348.0K | 0.01% | +1,889 | New |
| Guggenheim Capital LLC | 1,926 | $356.0K | 0.00% | −1,970−50.6% | Reduced |
| Prudential PLC | 1,947 | $359.0K | 0.01% | +1,947 | New |
| Franklin Resources Inc | 1,998 | $368.0K | 0.00% | +450+29.1% | Added |
| Corient Capital Partners, LLC | 2,007 | $370.0K | 0.03% | +302+17.7% | Added |
| Integrated Investment Consultants, LLC | 2,030 | $374.0K | 0.14% | −900−30.7% | Reduced |
| BTC Capital Management, Inc. | 2,040 | $375.0K | 0.05% | −259−11.3% | Reduced |
| MAI Capital Management | 2,042 | $377.0K | 0.01% | +41+2.0% | Added |
| Yousif Capital Management, LLC | 2,049 | $378.0K | 0.00% | −375−15.5% | Reduced |
| Pzena Investment Management LLC | 2,072 | $382.0K | 0.00% | +607+41.4% | Added |
| Bank of Nova Scotia | 2,120 | $391.0K | 0.00% | −22,673−91.4% | Reduced |
| Greenleaf Trust | 2,118 | $391.0K | 0.01% | +175+9.0% | Added |
| Bessemer Group Inc | 2,137 | $395.0K | 0.00% | +1,564+272.9% | Added |
| KBC Group NV | 2,156 | $397.0K | 0.00% | +2,156 | New |
| ICA Group Wealth Management, LLC | 1,799 | $404.0K | 0.08% | +477+36.1% | Added |
| Winton Group Ltd | 2,275 | $420.0K | 0.02% | −1,485−39.5% | Reduced |
| Parallel Advisors, LLC | 2,300 | $424.0K | 0.02% | +34+1.5% | Added |
| D. E. Shaw & Co., Inc. | 2,299 | $424.0K | 0.00% | +2,299 | New |
| London Co of Virginia | 2,314 | $427.0K | 0.00% | +44+1.9% | Added |
| IHT Wealth Management, LLC | 2,324 | $429.0K | 0.04% | +10.0% | Added |
| Zeke Capital Advisors, LLC | 2,356 | $435.0K | 0.03% | −141−5.6% | Reduced |
| Wealth Alliance | 2,384 | $440.0K | 0.08% | +538+29.1% | Added |
| Bellwether Advisors, LLC | 2,422 | $446.0K | 0.14% | +2,422 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,450 | $452.0K | 0.03% | +2,450 | New |
| Globeflex Capital L P | 2,462 | $454.0K | 0.11% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 2,486 | $459.0K | 0.18% | +2,486 | New |
| B. Metzler seel. Sohn & Co. AG | 2,535 | $468.0K | 0.01% | +2,535 | New |
| APG Asset Management N.V. | 2,700 | $476.0K | 0.00% | +2,700 | New |
| Exchange Traded Concepts, LLC | 2,623 | $484.0K | 0.01% | +2,623 | New |
| Laurel Wealth Advisors, Inc. | 2,642 | $487.0K | 0.05% | +12+0.5% | Added |
| Harvest Investment Services, LLC | 2,658 | $490.0K | 0.38% | +427+19.1% | Added |
| HighPoint Advisor Group LLC | 2,805 | $495.0K | 0.05% | +2,805 | New |
| Cullen/Frost Bankers, Inc. | 2,700 | $498.0K | 0.01% | 00.0% | Unchanged |
| Leuthold Group, LLC | 2,745 | $506.0K | 0.07% | −575−17.3% | Reduced |
| Stratos Wealth Partners, LTD. | 2,744 | $506.0K | 0.01% | +138+5.3% | Added |
| AlphaCrest Capital Management LLC | 2,761 | $509.0K | 0.02% | −2,829−50.6% | Reduced |
| Alera Investment Advisors, LLC | 2,761 | $510.0K | 0.14% | +2,761 | New |
| Ritholtz Wealth Management | 2,860 | $528.0K | 0.03% | −649−18.5% | Reduced |
| Jump Financial, LLC | 2,917 | $538.0K | 0.02% | +1,060+57.1% | Added |
| Caisse de Depot Et Placement du Quebec | 3,000 | $553.0K | 0.00% | +3,000 | New |
| Heritage Wealth Management, LLC | 2,999 | $553.2K | 0.18% | +379+14.5% | Added |
| Citadel Advisors LLC | 3,082 | $569.0K | 0.00% | −91,880−96.8% | Reduced |
| Sawtooth Solutions, LLC | 3,087 | $570.0K | 0.07% | +531+20.8% | Added |
| Ethic Inc. | 3,096 | $571.0K | 0.04% | +1,185+62.0% | Added |
| Ironwood Investment Counsel, LLC | 3,110 | $573.0K | 0.16% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 3,108 | $573.0K | 0.04% | +3,108 | New |
| Mercer Global Advisors Inc | 3,133 | $578.0K | 0.00% | +481+18.1% | Added |
| Archer Investment Corp | 3,173 | $585.4K | 0.24% | −237−7.0% | Reduced |
| Bickling Financial Services, Inc. | 3,274 | $604.0K | 0.38% | −113−3.3% | Reduced |
| Prelude Capital Management, LLC | 3,282 | $605.0K | 0.03% | −174−5.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,309 | $610.0K | 0.06% | −314−8.7% | Reduced |
| KB Financial Partners, LLC | 3,327 | $614.0K | 0.21% | −79−2.3% | Reduced |
| Independent Advisor Alliance | 3,355 | $619.0K | 0.03% | −199−5.6% | Reduced |