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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 14,765 | $2.72M | 0.05% | −11,986−44.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 14,262 | $2.63M | 0.01% | +14,262 | New |
| Utah Retirement Systems | 14,209 | $2.62M | 0.04% | 00.0% | Unchanged |
| Kames Capital plc | 14,141 | $2.61M | 0.05% | +687+5.1% | Added |
| Congress Asset Management Co | 14,084 | $2.60M | 0.02% | +515+3.8% | Added |
| Tocqueville Asset Management L.P. | 14,070 | $2.60M | 0.05% | −1,001−6.6% | Reduced |
| Dana Investment Advisors, Inc. | 13,891 | $2.56M | 0.13% | −800−5.4% | Reduced |
| IFM Investors Pty Ltd | 13,620 | $2.51M | 0.04% | +13,620 | New |
| Forsta Ap-Fonden | 13,500 | $2.49M | 0.03% | +13,500 | New |
| Gulf International Bank (UK) Ltd | 13,230 | $2.46M | 0.04% | +13,230 | New |
| Impax Asset Management Group plc | 13,245 | $2.44M | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 12,733 | $2.35M | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 12,575 | $2.32M | 0.09% | +294+2.4% | Added |
| Atria Investments LLC | 12,500 | $2.31M | 0.05% | +529+4.4% | Added |
| Teacher Retirement System of Texas | 12,337 | $2.28M | 0.02% | −3,936−24.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 12,110 | $2.23M | 0.02% | +12,110 | New |
| Yorktown Management & Research Co Inc | 12,000 | $2.21M | 2.86% | −200−1.6% | Reduced |
| National Bank of Canada | 11,802 | $2.17M | 0.01% | −298−2.5% | Reduced |
| Handelsbanken Fonder AB | 11,681 | $2.15M | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 11,190 | $2.06M | 0.24% | −71−0.6% | Reduced |
| Eagle Rock Investment Company, LLC | 10,992 | $2.03M | 0.50% | −84−0.8% | Reduced |
| Gillson Capital LP | 10,890 | $2.01M | 0.19% | +10,890 | New |
| Bokf, NA | 10,854 | $2.00M | 0.04% | −113−1.0% | Reduced |
| Point72 Asset Management, L.P. | 10,800 | $1.99M | 0.01% | −56,300−83.9% | Reduced |
| Symphony Financial, Ltd. Co. | 10,627 | $1.98M | 0.59% | 00.0% | Unchanged |
| Trexquant Investment LP | 10,701 | $1.97M | 0.09% | +10,701 | New |
| Parallax Volatility Advisers, L.P. | 10,653 | $1.97M | 0.00% | +10,653 | New |
| Caldwell Trust Co | 10,424 | $1.92M | 0.26% | −110−1.0% | Reduced |
| Retirement Capital Strategies | 10,041 | $1.85M | 0.83% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 10,000 | $1.84M | 0.27% | +10,000 | New |
| Public Employees Retirement Association of Colorado | 9,798 | $1.81M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 9,695 | $1.79M | 0.00% | +2,183+29.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,188 | $1.78M | 0.00% | +10,188 | New |
| Prudential Financial Inc | 9,420 | $1.75M | 0.00% | +2,844+43.2% | Added |
| Xponance, Inc. | 9,418 | $1.74M | 0.03% | +390+4.3% | Added |
| Oliver Luxxe Assets LLC | 9,393 | $1.73M | 0.51% | −3,867−29.2% | Reduced |
| Lincoln National Corp | 9,322 | $1.72M | 0.04% | +9,322 | New |
| British Columbia Investment Management Corp | 9,285 | $1.71M | 0.02% | +9,285 | New |
| Tudor Investment Corp Et Al | 9,034 | $1.67M | 0.05% | +3,899+75.9% | Added |
| Aquila Investment Management LLC | 9,000 | $1.66M | 1.18% | −7,000−43.8% | Reduced |
| Eqis Capital Management, Inc. | 8,903 | $1.64M | 0.18% | −2,824−24.1% | Reduced |
| Nissay Asset Management Corp | 8,733 | $1.61M | 0.02% | +8,733 | New |
| Storebrand Asset Management AS | 8,664 | $1.60M | 0.01% | +8,664 | New |
| Nicholas Investment Partners, LP | 8,399 | $1.55M | 0.15% | +925+12.4% | Added |
| ClariVest Asset Management LLC | 7,928 | $1.46M | 0.06% | +7,897+25,474.2% | Added |
| Sumitomo Life Insurance Co | 7,919 | $1.46M | 0.04% | +84+1.1% | Added |
| 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 |
| TrimTabs Asset Management, LLC | 7,819 | $1.44M | 0.88% | −318−3.9% | Reduced |
| DekaBank Deutsche Girozentrale | 7,876 | $1.44M | 0.00% | +7,876 | New |
| JustInvest LLC | 7,786 | $1.44M | 0.07% | +1,578+25.4% | Added |
| Advisors Asset Management, Inc. | 7,663 | $1.41M | 0.03% | +7,663 | New |
| Shell Asset Management Co | 7,659 | $1.41M | 0.04% | −892−10.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,587 | $1.40M | 0.00% | −703−8.5% | Reduced |
| Pitcairn Co | 7,525 | $1.39M | 0.15% | −1,054−12.3% | Reduced |
| Prospera Financial Services Inc | 7,364 | $1.36M | 0.07% | +6,148+505.6% | Added |
| Brown Brothers Harriman & Co | 7,288 | $1.34M | 0.01% | +357+5.2% | Added |
| King Luther Capital Management Corp | 7,255 | $1.34M | 0.01% | −1,375−15.9% | Reduced |
| Macquarie Group Ltd | 7,087 | $1.31M | 0.00% | +4,617+186.9% | Added |
| Prescott Group Capital Management, L.L.C. | 7,000 | $1.29M | 0.35% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 6,966 | $1.29M | 0.02% | +347+5.2% | Added |
| Van Leeuwen & Company, LLC | 6,897 | $1.27M | 1.07% | +275+4.2% | Added |
| Millennium Management LLC | 6,855 | $1.26M | 0.00% | −69,146−91.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,807 | $1.26M | 0.00% | +6,807 | New |
| Park Avenue Securities LLC | 6,662 | $1.23M | 0.02% | +3,170+90.8% | Added |
| Man Group plc | – | $1.22M | 0.01% | – | – |
| Nisa Investment Advisors, LLC | 6,531 | $1.21M | 0.01% | +4,273+189.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,500 | $1.20M | 0.01% | −16,500−71.7% | Reduced |
| Bridgewater Associates, LP | 6,424 | $1.19M | 0.01% | −7,018−52.2% | Reduced |
| Boston Private Wealth LLC | 6,303 | $1.16M | 0.02% | +6,303 | New |
| Oregon Public Employees Retirement Fund | 6,300 | $1.16M | 0.02% | +6,300 | New |
| Kestra Advisory Services, LLC | 6,250 | $1.15M | 0.01% | +1,477+30.9% | Added |
| Jane Street Group, LLC | 6,141 | $1.13M | 0.00% | −73,208−92.3% | Reduced |
| Cordatus Wealth Management LLC | 6,123 | $1.13M | 0.53% | +6,123 | New |
| Capital Asset Advisory Services LLC | 6,045 | $1.11M | 0.12% | +132+2.2% | Added |
| Maryland State Retirement & Pension System | 6,006 | $1.11M | 0.04% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5,905 | $1.09M | 0.09% | 00.0% | Unchanged |
| HRT Financial LP | 5,881 | $1.08M | 0.01% | −34,445−85.4% | Reduced |
| Brinker Capital Investments, LLC | 5,773 | $1.06M | 0.02% | +5,773 | New |
| ProShare Advisors LLC | 5,663 | $1.04M | 0.00% | −1,163−17.0% | Reduced |
| Cerity Partners LLC | 5,494 | $1.01M | 0.01% | +266+5.1% | Added |
| Level Four Advisory Services, LLC | 5,422 | $1.00M | 0.09% | +4,050+295.2% | Added |
| Maven Securities LTD | 5,400 | $996.0K | 0.18% | +195+3.7% | Added |
| Advisor OS, LLC | 5,394 | $995.0K | 0.29% | +536+11.0% | Added |
| STRS Ohio | 5,381 | $992.0K | 0.00% | −2,076−27.8% | Reduced |
| LVW Advisors, LLC | 5,290 | $976.0K | 0.20% | +243+4.8% | Added |
| Walleye Trading LLC | 5,276 | $973.0K | 0.02% | +5,276 | New |
| Kestra Private Wealth Services, LLC | 5,093 | $940.0K | 0.05% | −196−3.7% | Reduced |
| Fulton Bank, N.A. | 5,067 | $935.0K | 0.05% | −194−3.7% | Reduced |
| MetLife Investment Management | 4,936 | $910.6K | 0.01% | −215−4.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,935 | $910.0K | 0.00% | +552+12.6% | Added |
| Raymond James Trust N.A. | 4,920 | $908.0K | 0.03% | −280−5.4% | Reduced |
| TownSquare Capital, LLC | 4,843 | $893.0K | 0.03% | +510+11.8% | Added |
| 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 |
| Nordea Investment Management AB | 4,937 | $879.0K | 0.00% | −84,230−94.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 4,626 | $853.0K | 0.01% | −104,550−95.8% | Reduced |
| Baird Financial Group, Inc. | 4,581 | $845.0K | 0.00% | −61−1.3% | Reduced |
| Advisory Services Network, LLC | 4,520 | $834.0K | 0.03% | +2,950+187.9% | Added |
| EverSource Wealth Advisors, LLC | 4,449 | $821.0K | 0.21% | 00.0% | Unchanged |