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 |
|---|---|---|---|---|---|
| Junto Capital Management LP | 632,093 | $116.6M | 3.46% | −252,528−28.5% | Reduced |
| Charles Schwab Investment Management Inc | 662,373 | $122.2M | 0.04% | −8,626−1.3% | Reduced |
| Jackson Square Partners, LLC | 677,978 | $125.1M | 2.92% | +677,978 | New |
| Norges Bank | 722,053 | $133.2M | 0.03% | +3,358+0.5% | Added |
| Standard Life Aberdeen plc | 739,237 | $136.4M | 0.43% | −28,253−3.7% | Reduced |
| Westfield Capital Management Co LP | 814,686 | $150.3M | 1.18% | −48,954−5.7% | Reduced |
| American Century Companies Inc | 816,690 | $150.7M | 0.12% | −77,157−8.6% | Reduced |
| Frontier Capital Management Co LLC | 825,413 | $152.3M | 1.75% | −290,177−26.0% | Reduced |
| Dimensional Fund Advisors LP | 901,963 | $166.4M | 0.06% | −73,325−7.5% | Reduced |
| Darlington Partners Capital Management, LP | 903,866 | $166.7M | 12.89% | +250,600+38.4% | Added |
| Voya Investment Management LLC | 965,992 | $178.2M | 0.45% | −61,286−6.0% | Reduced |
| Geode Capital Management, LLC | 1,076,786 | $198.4M | 0.03% | +15,708+1.5% | Added |
| Egerton Capital (UK) LLP | 1,111,310 | $205.0M | 1.38% | +311,849+39.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,140,087 | $210.3M | 0.35% | −297,745−20.7% | Reduced |
| Bank of New York Mellon Corp | 1,147,969 | $211.8M | 0.05% | +412,192+56.0% | Added |
| Artisan Partners Limited Partnership | 1,186,703 | $218.9M | 0.37% | −334,125−22.0% | Reduced |
| Nuveen Asset Management, LLC | 1,197,235 | $220.9M | 0.09% | +56,855+5.0% | Added |
| Southpoint Capital Advisors LP | 1,225,000 | $226.0M | 6.41% | −175,000−12.5% | Reduced |
| JPMorgan Chase & Co | 1,410,580 | $260.2M | 0.04% | −72,420−4.9% | Reduced |
| WCM Investment Management, LLC | 1,533,549 | $285.8M | 1.02% | +1,533,549 | New |
| State Street Corp | 1,609,827 | $297.0M | 0.02% | +362,953+29.1% | Added |
| Eagle Asset Management Inc | 1,709,195 | $315.3M | 1.98% | −277,080−13.9% | Reduced |
| Alliancebernstein L.P. | 1,847,984 | $340.9M | 0.16% | +18,331+1.0% | Added |
| Capital Research Global Investors | 1,987,051 | $366.6M | 0.11% | +1,345,584+209.8% | Added |
| Clarkston Capital Partners, LLC | 2,031,833 | $374.8M | 6.89% | −72,235−3.4% | Reduced |
| Samlyn Capital, LLC | 2,081,698 | $384.0M | 7.70% | −134,776−6.1% | Reduced |
| Invesco Ltd. | 2,129,209 | $392.8M | 0.12% | −235,673−10.0% | Reduced |
| FMR LLC | 2,285,308 | $421.6M | 0.04% | +67,323+3.0% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,289,151 | $422.3M | 3.98% | +2,289,151 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,699,829 | $498.1M | 1.57% | +14,585+0.5% | Added |
| Wellington Management Group LLP | 3,115,503 | $574.7M | 0.12% | −458,632−12.8% | Reduced |
| BlackRock Inc. | 4,497,920 | $829.8M | 0.03% | +948,626+26.7% | Added |
| Vanguard Group Inc | 7,016,915 | $1.29B | 0.04% | +5,550+0.1% | Added |
| Janus Henderson Group PLC | 7,155,151 | $1.32B | 0.91% | −618,036−8.0% | Reduced |
| Alua Capital Management LP | 0 | $0 | 0.00% | −205,225−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −189,500−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −119,974−100.0% | Sold out |
| Toscafund Asset Management LLP | 0 | $0 | 0.00% | −116,526−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −63,421−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −32,237−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −31,486−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −20,268−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −18,364−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −17,809−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −9,659−100.0% | Sold out |
| Flynn Zito Capital Management, LLC | 0 | $0 | 0.00% | −8,912−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −8,479−100.0% | Sold out |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −7,962−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −6,398−100.0% | Sold out |
| Samson Rock Capital LLP | 0 | $0 | 0.00% | −6,277−100.0% | Sold out |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −5,043−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,735−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −4,717−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,378−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,811−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −3,675−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −3,560−100.0% | Sold out |
| Stonnington Group, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −2,145−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −1,684−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,660−100.0% | Sold out |
| Fayez Sarofim & Co | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,278−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| Fermata Advisors, LLC | 0 | $0 | 0.00% | −1,179−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −1,172−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −674−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −512−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Full18 Capital LLC | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Astrantus Ltd | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |