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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 38,145 | $7.04M | 0.02% | −6,247−14.1% | Reduced |
| Point72 Europe (London) LLP | 38,676 | $7.13M | 2.24% | −27,900−41.9% | Reduced |
| Natixis Advisors, L.P. | 39,689 | $7.32M | 0.03% | +15,093+61.4% | Added |
| Phase 2 Partners, LLC | 39,932 | $7.37M | 3.79% | −26,585−40.0% | Reduced |
| Hudson Bay Capital Management LP | 40,000 | $7.38M | 0.07% | +40,000 | New |
| Public Employees Retirement System of Ohio | 40,489 | $7.47M | 0.03% | −1,709−4.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41,159 | $7.59M | 0.18% | +5,371+15.0% | Added |
| Community Trust & Investment Co | 41,823 | $7.72M | 0.71% | +326+0.8% | Added |
| Kennedy Capital Management, Inc. | 43,223 | $7.97M | 0.22% | −716−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 44,057 | $8.12M | 0.02% | +14,826+50.7% | Added |
| Ameriprise Financial Inc | 45,543 | $8.40M | 0.00% | −14,864−24.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 45,540 | $8.40M | 0.48% | +5,157+12.8% | Added |
| State of New Jersey Common Pension Fund D | 45,652 | $8.42M | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 45,837 | $8.46M | 0.02% | +4,391+10.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 46,053 | $8.50M | 0.02% | +41,451+900.7% | Added |
| PFS Investments Inc. | 46,192 | $8.52M | 0.17% | +5,762+14.3% | Added |
| Great Lakes Advisors, LLC | 46,838 | $8.64M | 0.17% | +46,838 | New |
| Mn Services Vermogensbeheer B.V. | 47,100 | $8.69M | 0.08% | +47,100 | New |
| Icon Advisers Inc | 47,132 | $8.70M | 2.01% | −1,800−3.7% | Reduced |
| Bamco Inc | 47,400 | $8.74M | 0.03% | +35,300+291.7% | Added |
| Janney Montgomery Scott LLC | 47,536 | $8.78M | 0.04% | −1,926−3.9% | Reduced |
| Nomura Asset Management Co Ltd | 48,095 | $8.87M | 0.06% | +9,954+26.1% | Added |
| Castleark Management LLC | 48,125 | $8.88M | 0.48% | −2,440−4.8% | Reduced |
| Brant Point Investment Management LLC | 49,700 | $9.17M | 2.25% | −7,063−12.4% | Reduced |
| BlueMar Capital Management, LLC | 51,121 | $9.43M | 6.33% | −35,785−41.2% | Reduced |
| Calamos Advisors LLC | 54,291 | $10.0M | 0.04% | −3,570−6.2% | Reduced |
| Allianz Asset Management GmbH | 54,513 | $10.1M | 0.01% | −40,360−42.5% | Reduced |
| Moneta Group Investment Advisors LLC | 54,819 | $10.1M | 0.35% | +52,454+2,217.9% | Added |
| State of Wisconsin Investment Board | 56,096 | $10.3M | 0.03% | −16,012−22.2% | Reduced |
| Venturi Wealth Management, LLC | 58,354 | $10.8M | 0.96% | −2,970−4.8% | Reduced |
| US Bancorp | 62,371 | $11.5M | 0.02% | +4,366+7.5% | Added |
| Walleye Capital LLC | 62,916 | $11.6M | 0.33% | +27,373+77.0% | Added |
| LPL Financial LLC | 64,228 | $11.8M | 0.01% | +8,538+15.3% | Added |
| Comerica Bank | 63,807 | $11.9M | 0.10% | +5,667+9.7% | Added |
| Aviva PLC | 65,252 | $12.0M | 0.06% | +65,252 | New |
| Susquehanna International Group, LLP | 65,631 | $12.1M | 0.03% | −1,039−1.6% | Reduced |
| Westwood Holdings Group Inc. | 66,537 | $12.3M | 0.13% | +8,524+14.7% | Added |
| Citigroup Inc | 68,599 | $12.7M | 0.02% | +37,521+120.7% | Added |
| Balyasny Asset Management LLC | 77,854 | $14.4M | 0.06% | −94,063−54.7% | Reduced |
| Reinhart Partners, Inc. | 79,905 | $14.7M | 0.81% | −50,536−38.7% | Reduced |
| Rhumbline Advisers | 79,929 | $14.7M | 0.02% | +7,827+10.9% | Added |
| AQR Capital Management LLC | 84,359 | $15.0M | 0.03% | +1,317+1.6% | Added |
| Barclays PLC | 84,335 | $15.6M | 0.02% | −20,968−19.9% | Reduced |
| Pinebridge Investments, L.P. | 84,372 | $15.6M | 0.20% | −20,526−19.6% | Reduced |
| Russell Investments Group, Ltd. | 90,329 | $16.7M | 0.03% | +37,962+72.5% | Added |
| Driehaus Capital Management LLC | 90,808 | $16.8M | 0.27% | +18,962+26.4% | Added |
| State Board of Administration of Florida Retirement System | 93,067 | $17.2M | 0.04% | −5,350−5.4% | Reduced |
| Boston Partners | 106,080 | $19.6M | 0.03% | −21,053−16.6% | Reduced |
| Thornburg Investment Management Inc | 107,067 | $19.8M | 0.30% | −23,116−17.8% | Reduced |
| Sirios Capital Management L P | 108,317 | $20.0M | 3.61% | +48,775+81.9% | Added |
| William Blair Investment Management, LLC | 109,515 | $20.2M | 0.07% | −63,313−36.6% | Reduced |
| Credit Suisse AG | 113,734 | $21.0M | 0.02% | +21,513+23.3% | Added |
| Polar Capital Holdings Plc | 120,262 | $22.2M | 0.17% | −9,596−7.4% | Reduced |
| Employees Retirement System of Texas | 121,988 | $22.5M | 0.32% | −22,000−15.3% | Reduced |
| New York State Common Retirement Fund | 122,775 | $22.6M | 0.03% | +21,720+21.5% | Added |
| Deutsche Bank AG | 126,361 | $23.3M | 0.01% | +117,570+1,337.4% | Added |
| California State Teachers Retirement System | 133,565 | $24.6M | 0.04% | +30,647+29.8% | Added |
| First Trust Advisors LP | 136,708 | $25.2M | 0.03% | +1,196+0.9% | Added |
| Federated Hermes, Inc. | 138,176 | $25.5M | 0.07% | −132,361−48.9% | Reduced |
| Stifel Financial Corp | 143,176 | $26.4M | 0.04% | +23,781+19.9% | Added |
| Governors Lane LP | 143,200 | $26.4M | 2.24% | +55,900+64.0% | Added |
| California Public Employees Retirement System | 157,863 | $29.1M | 0.03% | −9,672−5.8% | Reduced |
| Cookson Peirce & Co Inc | 159,686 | $29.5M | 2.03% | +9,050+6.0% | Added |
| Cornerstone Investment Partners, LLC | 183,244 | $33.8M | 2.27% | −426−0.2% | Reduced |
| Royal Bank of Canada | 184,939 | $34.1M | 0.01% | +58,712+46.5% | Added |
| Iridian Asset Management LLC | 185,922 | $34.3M | 2.81% | −13,785−6.9% | Reduced |
| Trillium Asset Management, LLC | 186,753 | $34.8M | 1.07% | −12,643−6.3% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 193,831 | $35.8M | 0.72% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 201,371 | $37.1M | 0.93% | −183,696−47.7% | Reduced |
| Eaton Vance Management | 203,308 | $37.5M | 0.05% | +17,580+9.5% | Added |
| Fort Washington Investment Advisors Inc | 204,124 | $37.7M | 0.29% | 00.0% | Unchanged |
| Cramer Rosenthal McGlynn LLC | 214,502 | $39.6M | 1.82% | −1,684−0.8% | Reduced |
| Eminence Capital, LP | 224,897 | $41.5M | 0.82% | +224,897 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 228,303 | $42.1M | 0.03% | +222,983+4,191.4% | Added |
| Envestnet Asset Management Inc | 231,093 | $42.6M | 0.02% | +83,083+56.1% | Added |
| Engle Capital Management, L.P. | 236,000 | $43.5M | 17.27% | −134,000−36.2% | Reduced |
| UBS Asset Management Americas Inc | 241,333 | $44.5M | 0.02% | −93,436−27.9% | Reduced |
| Azora Capital LP | 248,918 | $45.9M | 11.25% | +35,617+16.7% | Added |
| Commerce Bank | 250,128 | $46.1M | 0.38% | +10,380+4.3% | Added |
| CIBC Asset Management Inc | 252,182 | $46.5M | 0.19% | −49,039−16.3% | Reduced |
| Raymond James & Associates | 253,252 | $46.7M | 0.05% | −7,098−2.7% | Reduced |
| Primecap Management Co | 272,000 | $50.2M | 0.04% | +10,000+3.8% | Added |
| FIL Ltd | 295,534 | $54.5M | 0.06% | −35,085−10.6% | Reduced |
| Legal & General Group Plc | 306,646 | $56.6M | 0.02% | +220,806+257.2% | Added |
| TD Asset Management Inc | 308,139 | $56.8M | 0.07% | +10,645+3.6% | Added |
| SEI Investments Co | 320,337 | $59.1M | 0.13% | +146,803+84.6% | Added |
| Epoch Investment Partners, Inc. | 335,318 | $61.9M | 0.36% | +2,782+0.8% | Added |
| Price T Rowe Associates Inc | 347,924 | $64.2M | 0.01% | −94,390−21.3% | Reduced |
| Morgan Stanley | 401,634 | $74.1M | 0.01% | +198,490+97.7% | Added |
| ArrowMark Colorado Holdings LLC | 402,963 | $74.3M | 0.85% | −224,343−35.8% | Reduced |
| Agf Investments Inc. | 415,000 | $76.6M | 0.68% | +15,000+3.8% | Added |
| Northern Trust Corp | 452,522 | $83.5M | 0.02% | +82,500+22.3% | Added |
| Bank of America Corp | 456,849 | $84.3M | 0.01% | −65,314−12.5% | Reduced |
| Goldman Sachs Group Inc | 490,394 | $90.5M | 0.03% | +32,866+7.2% | Added |
| Victory Capital Management Inc | 516,957 | $95.4M | 0.11% | −148,058−22.3% | Reduced |
| Artemis Investment Management LLP | 523,936 | $96.8M | 1.00% | −90,714−14.8% | Reduced |
| Fairview Capital Investment Management, LLC | 550,938 | $101.6M | 7.05% | −46,617−7.8% | Reduced |
| First Pacific Advisors, LP | 562,306 | $103.7M | 1.54% | −71,406−11.3% | Reduced |
| Wells Fargo & Company | 579,422 | $106.9M | 0.03% | −70,076−10.8% | Reduced |
| Argent Capital Management LLC | 588,994 | $108.7M | 4.12% | −12,512−2.1% | Reduced |