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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 3,365 | $620.0K | 0.02% | +2,035+153.0% | Added |
| Enterprise Financial Services Corp | 3,369 | $622.0K | 0.12% | −1,226−26.7% | Reduced |
| HighTower Advisors, LLC | 3,349 | $623.0K | 0.00% | +1,177+54.2% | Added |
| Intercontinental Wealth Advisors, LLC | 3,396 | $626.0K | 0.17% | −52−1.5% | Reduced |
| Colony Group LLC | 3,408 | $629.0K | 0.01% | +10.0% | Added |
| Wesbanco Bank Inc | 3,419 | $631.0K | 0.03% | +3,419 | New |
| Argent Trust Co | 3,426 | $632.0K | 0.04% | −376−9.9% | Reduced |
| Wolverine Trading, LLC | 3,406 | $635.0K | 0.02% | −2,571−43.0% | Reduced |
| Snowden Capital Advisors LLC | 3,488 | $643.0K | 0.03% | −906−20.6% | Reduced |
| Brasada Capital Management, LP | 3,500 | $646.0K | 0.14% | +3,500 | New |
| Twin Tree Management, LP | 3,516 | $649.0K | 0.01% | −9,212−72.4% | Reduced |
| Manufacturers Life Insurance Company, The | 3,535 | $652.1K | 0.00% | +147+4.3% | Added |
| Pittenger & Anderson Inc | 3,545 | $654.0K | 0.04% | −43−1.2% | Reduced |
| SkyView Investment Advisors, LLC | 3,578 | $660.0K | 0.17% | −64−1.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,580 | $660.0K | 0.07% | +3,580 | New |
| Glenview Trust Co | 3,591 | $662.0K | 0.02% | +232+6.9% | Added |
| Donoghue Forlines LLC | 3,594 | $663.0K | 0.17% | −632−15.0% | Reduced |
| Intersect Capital LLC | 3,603 | $665.0K | 0.20% | −254−6.6% | Reduced |
| Quantinno Capital Management LP | 3,631 | $670.0K | 0.10% | +886+32.3% | Added |
| Phoenix Holdings Ltd. | 3,702 | $682.0K | 0.01% | −2,353−38.9% | Reduced |
| E. Ohman J:or Asset Management AB | 3,700 | $682.6K | 0.03% | +3,700 | New |
| Alps Advisors Inc | 3,750 | $692.0K | 0.01% | +985+35.6% | Added |
| Intech Investment Management LLC | 3,751 | $692.0K | 0.00% | +3,751 | New |
| American Trust | 3,941 | $727.0K | 0.06% | −798−16.8% | Reduced |
| Ci Investments Inc. | 3,954 | $729.0K | 0.00% | −610−13.4% | Reduced |
| WJ Wealth Management, LLC | 4,000 | $738.0K | 0.52% | +2,000+100.0% | Added |
| Proequities, Inc. | 4,025 | $743.0K | 0.06% | +2,871+248.8% | Added |
| Cetera Advisor Networks LLC | 4,075 | $752.0K | 0.01% | −89−2.1% | Reduced |
| Navellier & Associates Inc | 4,082 | $753.0K | 0.16% | +7+0.2% | Added |
| M&T Bank Corp | 4,944 | $765.0K | 0.00% | +901+22.3% | Added |
| Cetera Investment Advisers | 4,165 | $768.0K | 0.01% | +2,108+102.5% | Added |
| Mackenzie Financial Corp | 4,275 | $789.0K | 0.00% | +2,793+188.5% | Added |
| The PNC Financial Services Group, Inc. | 4,294 | $793.0K | 0.00% | −98−2.2% | Reduced |
| Axxcess Wealth Management, LLC | 4,417 | $815.0K | 0.08% | −674−13.2% | Reduced |
| EverSource Wealth Advisors, LLC | 4,449 | $821.0K | 0.21% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,520 | $834.0K | 0.03% | +2,950+187.9% | Added |
| Baird Financial Group, Inc. | 4,581 | $845.0K | 0.00% | −61−1.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 4,626 | $853.0K | 0.01% | −104,550−95.8% | Reduced |
| Nordea Investment Management AB | 4,937 | $879.0K | 0.00% | −84,230−94.5% | Reduced |
| Financial Advocates Investment Management | 4,823 | $890.0K | 0.07% | +23+0.5% | Added |
| Cinctive Capital Management LP | 4,824 | $890.0K | 0.04% | +4,824 | New |
| TownSquare Capital, LLC | 4,843 | $893.0K | 0.03% | +510+11.8% | Added |
| Raymond James Trust N.A. | 4,920 | $908.0K | 0.03% | −280−5.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,935 | $910.0K | 0.00% | +552+12.6% | Added |
| MetLife Investment Management | 4,936 | $910.6K | 0.01% | −215−4.2% | Reduced |
| Fulton Bank, N.A. | 5,067 | $935.0K | 0.05% | −194−3.7% | Reduced |
| Kestra Private Wealth Services, LLC | 5,093 | $940.0K | 0.05% | −196−3.7% | Reduced |
| Walleye Trading LLC | 5,276 | $973.0K | 0.02% | +5,276 | New |
| LVW Advisors, LLC | 5,290 | $976.0K | 0.20% | +243+4.8% | Added |
| STRS Ohio | 5,381 | $992.0K | 0.00% | −2,076−27.8% | Reduced |
| Advisor OS, LLC | 5,394 | $995.0K | 0.29% | +536+11.0% | Added |
| Maven Securities LTD | 5,400 | $996.0K | 0.18% | +195+3.7% | Added |
| Level Four Advisory Services, LLC | 5,422 | $1.00M | 0.09% | +4,050+295.2% | Added |
| Cerity Partners LLC | 5,494 | $1.01M | 0.01% | +266+5.1% | Added |
| ProShare Advisors LLC | 5,663 | $1.04M | 0.00% | −1,163−17.0% | Reduced |
| Brinker Capital Investments, LLC | 5,773 | $1.06M | 0.02% | +5,773 | New |
| HRT Financial LP | 5,881 | $1.08M | 0.01% | −34,445−85.4% | Reduced |
| Aureus Asset Management, LLC | 5,905 | $1.09M | 0.09% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 6,006 | $1.11M | 0.04% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 6,045 | $1.11M | 0.12% | +132+2.2% | Added |
| Cordatus Wealth Management LLC | 6,123 | $1.13M | 0.53% | +6,123 | New |
| Jane Street Group, LLC | 6,141 | $1.13M | 0.00% | −73,208−92.3% | Reduced |
| Kestra Advisory Services, LLC | 6,250 | $1.15M | 0.01% | +1,477+30.9% | Added |
| Oregon Public Employees Retirement Fund | 6,300 | $1.16M | 0.02% | +6,300 | New |
| Boston Private Wealth LLC | 6,303 | $1.16M | 0.02% | +6,303 | New |
| Bridgewater Associates, LP | 6,424 | $1.19M | 0.01% | −7,018−52.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 6,500 | $1.20M | 0.01% | −16,500−71.7% | Reduced |
| Nisa Investment Advisors, LLC | 6,531 | $1.21M | 0.01% | +4,273+189.2% | Added |
| Man Group plc | – | $1.22M | 0.01% | – | – |
| Park Avenue Securities LLC | 6,662 | $1.23M | 0.02% | +3,170+90.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,807 | $1.26M | 0.00% | +6,807 | New |
| Millennium Management LLC | 6,855 | $1.26M | 0.00% | −69,146−91.0% | Reduced |
| Van Leeuwen & Company, LLC | 6,897 | $1.27M | 1.07% | +275+4.2% | Added |
| Oppenheimer Asset Management Inc. | 6,966 | $1.29M | 0.02% | +347+5.2% | Added |
| Prescott Group Capital Management, L.L.C. | 7,000 | $1.29M | 0.35% | 00.0% | Unchanged |
| Macquarie Group Ltd | 7,087 | $1.31M | 0.00% | +4,617+186.9% | Added |
| King Luther Capital Management Corp | 7,255 | $1.34M | 0.01% | −1,375−15.9% | Reduced |
| Brown Brothers Harriman & Co | 7,288 | $1.34M | 0.01% | +357+5.2% | Added |
| Prospera Financial Services Inc | 7,364 | $1.36M | 0.07% | +6,148+505.6% | Added |
| Pitcairn Co | 7,525 | $1.39M | 0.15% | −1,054−12.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,587 | $1.40M | 0.00% | −703−8.5% | Reduced |
| Shell Asset Management Co | 7,659 | $1.41M | 0.04% | −892−10.4% | Reduced |
| Advisors Asset Management, Inc. | 7,663 | $1.41M | 0.03% | +7,663 | New |
| JustInvest LLC | 7,786 | $1.44M | 0.07% | +1,578+25.4% | Added |
| DekaBank Deutsche Girozentrale | 7,876 | $1.44M | 0.00% | +7,876 | New |
| TrimTabs Asset Management, LLC | 7,819 | $1.44M | 0.88% | −318−3.9% | Reduced |
| Clark Capital Management Group, Inc. | 7,886 | $1.46M | 0.02% | +113+1.5% | Added |
| Congress Wealth Management LLC | 7,882 | $1.46M | 0.04% | +395+5.3% | Added |
| Sumitomo Life Insurance Co | 7,919 | $1.46M | 0.04% | +84+1.1% | Added |
| ClariVest Asset Management LLC | 7,928 | $1.46M | 0.06% | +7,897+25,474.2% | Added |
| Nicholas Investment Partners, LP | 8,399 | $1.55M | 0.15% | +925+12.4% | Added |
| Storebrand Asset Management AS | 8,664 | $1.60M | 0.01% | +8,664 | New |
| Nissay Asset Management Corp | 8,733 | $1.61M | 0.02% | +8,733 | New |
| Eqis Capital Management, Inc. | 8,903 | $1.64M | 0.18% | −2,824−24.1% | Reduced |
| Aquila Investment Management LLC | 9,000 | $1.66M | 1.18% | −7,000−43.8% | Reduced |
| Tudor Investment Corp Et Al | 9,034 | $1.67M | 0.05% | +3,899+75.9% | Added |
| British Columbia Investment Management Corp | 9,285 | $1.71M | 0.02% | +9,285 | New |
| Lincoln National Corp | 9,322 | $1.72M | 0.04% | +9,322 | New |
| Oliver Luxxe Assets LLC | 9,393 | $1.73M | 0.51% | −3,867−29.2% | Reduced |
| Xponance, Inc. | 9,418 | $1.74M | 0.03% | +390+4.3% | Added |