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 |
|---|---|---|---|---|---|
| Comerica Bank | 63,807 | $11.9M | 0.10% | +5,667+9.7% | Added |
| LPL Financial LLC | 64,228 | $11.8M | 0.01% | +8,538+15.3% | Added |
| Walleye Capital LLC | 62,916 | $11.6M | 0.33% | +27,373+77.0% | Added |
| US Bancorp | 62,371 | $11.5M | 0.02% | +4,366+7.5% | Added |
| Venturi Wealth Management, LLC | 58,354 | $10.8M | 0.96% | −2,970−4.8% | Reduced |
| State of Wisconsin Investment Board | 56,096 | $10.3M | 0.03% | −16,012−22.2% | Reduced |
| Moneta Group Investment Advisors LLC | 54,819 | $10.1M | 0.35% | +52,454+2,217.9% | Added |
| Allianz Asset Management GmbH | 54,513 | $10.1M | 0.01% | −40,360−42.5% | Reduced |
| Calamos Advisors LLC | 54,291 | $10.0M | 0.04% | −3,570−6.2% | Reduced |
| BlueMar Capital Management, LLC | 51,121 | $9.43M | 6.33% | −35,785−41.2% | Reduced |
| Brant Point Investment Management LLC | 49,700 | $9.17M | 2.25% | −7,063−12.4% | Reduced |
| Castleark Management LLC | 48,125 | $8.88M | 0.48% | −2,440−4.8% | Reduced |
| Nomura Asset Management Co Ltd | 48,095 | $8.87M | 0.06% | +9,954+26.1% | Added |
| Janney Montgomery Scott LLC | 47,536 | $8.78M | 0.04% | −1,926−3.9% | Reduced |
| Bamco Inc | 47,400 | $8.74M | 0.03% | +35,300+291.7% | Added |
| Icon Advisers Inc | 47,132 | $8.70M | 2.01% | −1,800−3.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 47,100 | $8.69M | 0.08% | +47,100 | New |
| Great Lakes Advisors, LLC | 46,838 | $8.64M | 0.17% | +46,838 | New |
| PFS Investments Inc. | 46,192 | $8.52M | 0.17% | +5,762+14.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 46,053 | $8.50M | 0.02% | +41,451+900.7% | Added |
| Truist Financial Corp | 45,837 | $8.46M | 0.02% | +4,391+10.6% | Added |
| State of New Jersey Common Pension Fund D | 45,652 | $8.42M | 0.03% | 00.0% | Unchanged |
| 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 |
| Advisor Group Holdings, Inc. | 44,057 | $8.12M | 0.02% | +14,826+50.7% | Added |
| Kennedy Capital Management, Inc. | 43,223 | $7.97M | 0.22% | −716−1.6% | Reduced |
| Community Trust & Investment Co | 41,823 | $7.72M | 0.71% | +326+0.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41,159 | $7.59M | 0.18% | +5,371+15.0% | Added |
| Public Employees Retirement System of Ohio | 40,489 | $7.47M | 0.03% | −1,709−4.0% | Reduced |
| Hudson Bay Capital Management LP | 40,000 | $7.38M | 0.07% | +40,000 | New |
| Phase 2 Partners, LLC | 39,932 | $7.37M | 3.79% | −26,585−40.0% | Reduced |
| Natixis Advisors, L.P. | 39,689 | $7.32M | 0.03% | +15,093+61.4% | Added |
| Point72 Europe (London) LLP | 38,676 | $7.13M | 2.24% | −27,900−41.9% | Reduced |
| BNP Paribas Arbitrage, SA | 38,145 | $7.04M | 0.02% | −6,247−14.1% | Reduced |
| LMR Partners LLP | 37,844 | $6.98M | 0.15% | −336,206−89.9% | Reduced |
| Logan Capital Management Inc | 36,769 | $6.78M | 0.39% | +32,169+699.3% | Added |
| Amundi | 39,144 | $6.75M | 0.01% | +39,144 | New |
| Pathstone Family Office, LLC | 35,631 | $6.57M | 0.14% | −720−2.0% | Reduced |
| Lisanti Capital Growth, LLC | 34,830 | $6.42M | 0.87% | +34,830 | New |
| Treasurer of the State of North Carolina | 34,730 | $6.41M | 0.04% | +4,413+14.6% | Added |
| Cubist Systematic Strategies, LLC | 34,683 | $6.40M | 0.05% | −25,629−42.5% | Reduced |
| Westpac Banking Corp | 34,538 | $6.37M | 0.08% | +4,772+16.0% | Added |
| Foster Victor Wealth Advisors, LLC | 35,668 | $6.29M | 0.94% | −3,213−8.3% | Reduced |
| Distillate Capital Partners LLC | 33,826 | $6.24M | 0.89% | −130−0.4% | Reduced |
| Vident Investment Advisory, LLC | 33,822 | $6.24M | 0.19% | −330−1.0% | Reduced |
| Principal Financial Group Inc | 33,301 | $6.14M | 0.00% | +16,496+98.2% | Added |
| Advantage Alpha Capital Partners LP | 32,861 | $6.06M | 1.05% | −11,520−26.0% | Reduced |
| James Investment Research Inc | 31,571 | $5.82M | 0.78% | −2,092−6.2% | Reduced |
| Asset Management One Co.,Ltd. | 31,245 | $5.76M | 0.03% | +31,245 | New |
| Pictet Asset Management SA | 30,983 | $5.72M | 0.01% | +25,842+502.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 30,100 | $5.55M | 0.07% | +30,100 | New |
| Assenagon Asset Management S.A. | 29,200 | $5.39M | 0.02% | +4,864+20.0% | Added |
| Canada Pension Plan Investment Board | 28,600 | $5.28M | 0.01% | +20,800+266.7% | Added |
| KWB Wealth | 28,198 | $5.20M | 1.00% | −535−1.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 27,669 | $5.11M | 0.01% | +26,448+2,166.1% | Added |
| Gradient Investments LLC | 26,280 | $4.85M | 0.14% | −17,870−40.5% | Reduced |
| Private Advisor Group, LLC | 26,106 | $4.82M | 0.04% | +2,390+10.1% | Added |
| Rafferty Asset Management, LLC | 25,285 | $4.67M | 0.04% | −14,777−36.9% | Reduced |
| PEAK6 Investments LLC | 23,653 | $4.60M | 0.11% | +23,416+9,880.2% | Added |
| Verition Fund Management LLC | 24,669 | $4.55M | 0.10% | +13,851+128.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,499 | $4.52M | 0.03% | +13,698+126.8% | Added |
| Lazard Asset Management LLC | 24,261 | $4.47M | 0.01% | +24,261 | New |
| Renaissance Technologies LLC | 24,200 | $4.46M | 0.01% | +24,200 | New |
| PDT Partners, LLC | 23,847 | $4.40M | 0.39% | +15,518+186.3% | Added |
| Stamina Capital Management LP | 23,800 | $4.39M | 4.66% | +23,800 | New |
| Catalyst Capital Advisors LLC | 23,550 | $4.34M | 0.18% | −1,550−6.2% | Reduced |
| Picton Mahoney Asset Management | 23,285 | $4.30M | 0.18% | −4,235−15.4% | Reduced |
| Korea Investment CORP | 23,200 | $4.28M | 0.01% | +23,200 | New |
| Bullseye Asset Management LLC | 22,769 | $4.20M | 2.37% | +54+0.2% | Added |
| Arizona State Retirement System | 22,343 | $4.12M | 0.04% | +678+3.1% | Added |
| Commonwealth Equity Services, LLC | 22,128 | $4.08M | 0.01% | +788+3.7% | Added |
| Jupiter Asset Management Ltd | 21,741 | $4.01M | 0.06% | +21,741 | New |
| First Republic Investment Management, Inc. | 21,637 | $3.99M | 0.01% | +6,152+39.7% | Added |
| Andra AP-fonden | 21,600 | $3.98M | 0.11% | +21,600 | New |
| Winthrop Advisory Group LLC | 21,313 | $3.93M | 0.92% | −200−0.9% | Reduced |
| Bank of Montreal | 20,308 | $3.89M | 0.00% | +13,759+210.1% | Added |
| Amalgamated Bank | 20,873 | $3.85M | 0.04% | +2,418+13.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,637 | $3.81M | 0.02% | +20,637 | New |
| Bowling Portfolio Management LLC | 20,627 | $3.81M | 0.96% | −89−0.4% | Reduced |
| Captrust Financial Advisors | 20,528 | $3.79M | 0.02% | −1,282−5.9% | Reduced |
| Chase Investment Counsel Corp | 20,469 | $3.78M | 2.04% | +20,469 | New |
| Great West Life Assurance Co | 20,376 | $3.76M | 0.01% | +13,713+205.8% | Added |
| Swiss Life Asset Management Ltd | 20,356 | $3.76M | 0.06% | +20,356 | New |
| SG Americas Securities, LLC | 20,132 | $3.71M | 0.05% | +10,528+109.6% | Added |
| Illinois Municipal Retirement Fund | 19,686 | $3.63M | 0.09% | +6,890+53.8% | Added |
| Otter Creek Advisors, LLC | 19,616 | $3.62M | 3.25% | −6,042−23.5% | Reduced |
| Ensign Peak Advisors, Inc | 19,300 | $3.56M | 0.01% | +2,110+12.3% | Added |
| Capital Fund Management S.A. | 19,103 | $3.52M | 0.09% | +1,837+10.6% | Added |
| TD Private Client Wealth LLC | 18,537 | $3.42M | 0.17% | +88+0.5% | Added |
| Toronto Dominion Bank | 17,865 | $3.29M | 0.01% | +17,865 | New |
| Verdence Capital Advisors LLC | 17,257 | $3.18M | 0.41% | −95−0.5% | Reduced |
| UBS Group AG | 17,233 | $3.18M | 0.00% | −51,409−74.9% | Reduced |
| Heron Bay Capital Management | 17,153 | $3.16M | 1.92% | −7,174−29.5% | Reduced |
| HSBC Holdings PLC | 16,778 | $3.10M | 0.00% | +5,419+47.7% | Added |
| Cornerstone Wealth Management, LLC | 16,734 | $3.09M | 0.34% | +46+0.3% | Added |
| NewEdge Wealth, LLC | 16,509 | $3.05M | 0.14% | +6,509+65.1% | Added |
| MML Investors Services, LLC | 16,320 | $3.01M | 0.02% | +10,800+195.7% | Added |
| Daiwa Securities Group Inc. | 15,677 | $2.89M | 0.02% | +133+0.9% | Added |
| Nomura Holdings Inc | 15,931 | $2.88M | 0.03% | −66,145−80.6% | Reduced |
| Two Sigma Advisers, LP | 15,400 | $2.84M | 0.01% | −17,200−52.8% | Reduced |