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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 4,417 | $815.0K | 0.08% | −674−13.2% | Reduced |
| The PNC Financial Services Group, Inc. | 4,294 | $793.0K | 0.00% | −98−2.2% | Reduced |
| Mackenzie Financial Corp | 4,275 | $789.0K | 0.00% | +2,793+188.5% | Added |
| Cetera Investment Advisers | 4,165 | $768.0K | 0.01% | +2,108+102.5% | Added |
| M&T Bank Corp | 4,944 | $765.0K | 0.00% | +901+22.3% | Added |
| Navellier & Associates Inc | 4,082 | $753.0K | 0.16% | +7+0.2% | Added |
| Cetera Advisor Networks LLC | 4,075 | $752.0K | 0.01% | −89−2.1% | Reduced |
| Proequities, Inc. | 4,025 | $743.0K | 0.06% | +2,871+248.8% | Added |
| WJ Wealth Management, LLC | 4,000 | $738.0K | 0.52% | +2,000+100.0% | Added |
| Ci Investments Inc. | 3,954 | $729.0K | 0.00% | −610−13.4% | Reduced |
| American Trust | 3,941 | $727.0K | 0.06% | −798−16.8% | Reduced |
| 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 |
| E. Ohman J:or Asset Management AB | 3,700 | $682.6K | 0.03% | +3,700 | New |
| Phoenix Holdings Ltd. | 3,702 | $682.0K | 0.01% | −2,353−38.9% | Reduced |
| Quantinno Capital Management LP | 3,631 | $670.0K | 0.10% | +886+32.3% | Added |
| Intersect Capital LLC | 3,603 | $665.0K | 0.20% | −254−6.6% | Reduced |
| Donoghue Forlines LLC | 3,594 | $663.0K | 0.17% | −632−15.0% | Reduced |
| Glenview Trust Co | 3,591 | $662.0K | 0.02% | +232+6.9% | Added |
| 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 |
| Pittenger & Anderson Inc | 3,545 | $654.0K | 0.04% | −43−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 3,535 | $652.1K | 0.00% | +147+4.3% | Added |
| Twin Tree Management, LP | 3,516 | $649.0K | 0.01% | −9,212−72.4% | Reduced |
| Brasada Capital Management, LP | 3,500 | $646.0K | 0.14% | +3,500 | New |
| Snowden Capital Advisors LLC | 3,488 | $643.0K | 0.03% | −906−20.6% | Reduced |
| Wolverine Trading, LLC | 3,406 | $635.0K | 0.02% | −2,571−43.0% | Reduced |
| Argent Trust Co | 3,426 | $632.0K | 0.04% | −376−9.9% | Reduced |
| Wesbanco Bank Inc | 3,419 | $631.0K | 0.03% | +3,419 | New |
| Colony Group LLC | 3,408 | $629.0K | 0.01% | +10.0% | Added |
| Intercontinental Wealth Advisors, LLC | 3,396 | $626.0K | 0.17% | −52−1.5% | Reduced |
| HighTower Advisors, LLC | 3,349 | $623.0K | 0.00% | +1,177+54.2% | Added |
| Enterprise Financial Services Corp | 3,369 | $622.0K | 0.12% | −1,226−26.7% | Reduced |
| Simplex Trading, LLC | 3,365 | $620.0K | 0.02% | +2,035+153.0% | Added |
| Independent Advisor Alliance | 3,355 | $619.0K | 0.03% | −199−5.6% | Reduced |
| KB Financial Partners, LLC | 3,327 | $614.0K | 0.21% | −79−2.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,309 | $610.0K | 0.06% | −314−8.7% | Reduced |
| Prelude Capital Management, LLC | 3,282 | $605.0K | 0.03% | −174−5.0% | Reduced |
| Bickling Financial Services, Inc. | 3,274 | $604.0K | 0.38% | −113−3.3% | Reduced |
| Archer Investment Corp | 3,173 | $585.4K | 0.24% | −237−7.0% | Reduced |
| Mercer Global Advisors Inc | 3,133 | $578.0K | 0.00% | +481+18.1% | Added |
| Ironwood Investment Counsel, LLC | 3,110 | $573.0K | 0.16% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 3,108 | $573.0K | 0.04% | +3,108 | New |
| Ethic Inc. | 3,096 | $571.0K | 0.04% | +1,185+62.0% | Added |
| Sawtooth Solutions, LLC | 3,087 | $570.0K | 0.07% | +531+20.8% | Added |
| Citadel Advisors LLC | 3,082 | $569.0K | 0.00% | −91,880−96.8% | Reduced |
| Heritage Wealth Management, LLC | 2,999 | $553.2K | 0.18% | +379+14.5% | Added |
| Caisse de Depot Et Placement du Quebec | 3,000 | $553.0K | 0.00% | +3,000 | New |
| Jump Financial, LLC | 2,917 | $538.0K | 0.02% | +1,060+57.1% | Added |
| Ritholtz Wealth Management | 2,860 | $528.0K | 0.03% | −649−18.5% | Reduced |
| Alera Investment Advisors, LLC | 2,761 | $510.0K | 0.14% | +2,761 | New |
| AlphaCrest Capital Management LLC | 2,761 | $509.0K | 0.02% | −2,829−50.6% | Reduced |
| Leuthold Group, LLC | 2,745 | $506.0K | 0.07% | −575−17.3% | Reduced |
| Stratos Wealth Partners, LTD. | 2,744 | $506.0K | 0.01% | +138+5.3% | Added |
| Cullen/Frost Bankers, Inc. | 2,700 | $498.0K | 0.01% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,805 | $495.0K | 0.05% | +2,805 | New |
| Harvest Investment Services, LLC | 2,658 | $490.0K | 0.38% | +427+19.1% | Added |
| Laurel Wealth Advisors, Inc. | 2,642 | $487.0K | 0.05% | +12+0.5% | Added |
| Exchange Traded Concepts, LLC | 2,623 | $484.0K | 0.01% | +2,623 | New |
| APG Asset Management N.V. | 2,700 | $476.0K | 0.00% | +2,700 | New |
| B. Metzler seel. Sohn & Co. AG | 2,535 | $468.0K | 0.01% | +2,535 | New |
| Stelac Advisory Services LLC | 2,486 | $459.0K | 0.18% | +2,486 | New |
| Globeflex Capital L P | 2,462 | $454.0K | 0.11% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,450 | $452.0K | 0.03% | +2,450 | New |
| Bellwether Advisors, LLC | 2,422 | $446.0K | 0.14% | +2,422 | New |
| Wealth Alliance | 2,384 | $440.0K | 0.08% | +538+29.1% | Added |
| Zeke Capital Advisors, LLC | 2,356 | $435.0K | 0.03% | −141−5.6% | Reduced |
| IHT Wealth Management, LLC | 2,324 | $429.0K | 0.04% | +10.0% | Added |
| London Co of Virginia | 2,314 | $427.0K | 0.00% | +44+1.9% | Added |
| Parallel Advisors, LLC | 2,300 | $424.0K | 0.02% | +34+1.5% | Added |
| D. E. Shaw & Co., Inc. | 2,299 | $424.0K | 0.00% | +2,299 | New |
| Winton Group Ltd | 2,275 | $420.0K | 0.02% | −1,485−39.5% | Reduced |
| ICA Group Wealth Management, LLC | 1,799 | $404.0K | 0.08% | +477+36.1% | Added |
| KBC Group NV | 2,156 | $397.0K | 0.00% | +2,156 | New |
| Bessemer Group Inc | 2,137 | $395.0K | 0.00% | +1,564+272.9% | Added |
| Bank of Nova Scotia | 2,120 | $391.0K | 0.00% | −22,673−91.4% | Reduced |
| Greenleaf Trust | 2,118 | $391.0K | 0.01% | +175+9.0% | Added |
| Pzena Investment Management LLC | 2,072 | $382.0K | 0.00% | +607+41.4% | Added |
| Yousif Capital Management, LLC | 2,049 | $378.0K | 0.00% | −375−15.5% | Reduced |
| MAI Capital Management | 2,042 | $377.0K | 0.01% | +41+2.0% | Added |
| BTC Capital Management, Inc. | 2,040 | $375.0K | 0.05% | −259−11.3% | Reduced |
| Integrated Investment Consultants, LLC | 2,030 | $374.0K | 0.14% | −900−30.7% | Reduced |
| Corient Capital Partners, LLC | 2,007 | $370.0K | 0.03% | +302+17.7% | Added |
| Franklin Resources Inc | 1,998 | $368.0K | 0.00% | +450+29.1% | Added |
| Prudential PLC | 1,947 | $359.0K | 0.01% | +1,947 | New |
| Guggenheim Capital LLC | 1,926 | $356.0K | 0.00% | −1,970−50.6% | Reduced |
| Ssi Investment Management LLC | 1,884 | $348.0K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,889 | $348.0K | 0.01% | +1,889 | New |
| Legacy Wealth Planning, LLC | 1,881 | $347.0K | 0.50% | 00.0% | Unchanged |
| Umb Bank N A | 1,863 | $344.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 1,864 | $344.0K | 0.01% | +1,864 | New |
| HighTower Trust Services, LTA | 3,936 | $340.0K | 0.06% | +3,936 | New |
| Redpoint Investment Management Pty Ltd | 1,829 | $337.0K | 0.04% | +1,829 | New |
| Moody Lynn & Lieberson, LLC | 1,800 | $332.0K | 0.03% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 1,792 | $331.0K | 0.22% | +1,792 | New |
| American Portfolios Advisors | 1,793 | $330.8K | 0.01% | +1,760+5,333.3% | Added |
| Intrust Bank NA | 1,786 | $330.0K | 0.05% | +564+46.2% | Added |
| YHB Investment Advisors, Inc. | 1,780 | $328.0K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,712 | $316.0K | 0.12% | +1+0.1% | Added |
| Ieq Capital, LLC | 1,700 | $314.0K | 0.01% | +464+37.5% | Added |