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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 1,674 | $310.0K | 0.01% | +441+35.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,674 | $303.0K | 0.22% | −73−4.2% | Reduced |
| CWM Advisors, LLC | 1,640 | $303.0K | 0.04% | +1,640 | New |
| Davenport & Co LLC | 1,623 | $299.0K | 0.00% | +21+1.3% | Added |
| Western Wealth Management, LLC | 1,616 | $297.0K | 0.02% | −1,441−47.1% | Reduced |
| Atria Wealth Solutions, Inc. | 1,600 | $295.0K | 0.01% | +323+25.3% | Added |
| Natixis Investment Managers International | 1,590 | $293.0K | 0.01% | +1,590 | New |
| Seeyond | 1,590 | $293.0K | 0.03% | +1,590 | New |
| Advisory Research Inc | 1,583 | $292.0K | 0.03% | +1,583 | New |
| Creative Planning | 1,579 | $291.0K | 0.00% | +1,579 | New |
| Pennsylvania Capital Management Inc | 1,572 | $290.0K | 0.15% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,554 | $287.0K | 0.01% | −407−20.8% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,532 | $283.0K | 0.11% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 1,502 | $277.0K | 0.14% | +2+0.1% | Added |
| CAPROCK Group, Inc. | 1,487 | $274.0K | 0.03% | +1,487 | New |
| Future Fund LLC | 1,450 | $267.0K | 0.61% | −102−6.6% | Reduced |
| Lido Advisors, LLC | 1,367 | $252.0K | 0.01% | +1,367 | New |
| GWM Advisors LLC | 1,350 | $249.0K | 0.00% | +1,350 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,344 | $247.0K | 0.02% | +1,344 | New |
| Symmetry Partners, LLC | 1,324 | $244.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,313 | $242.0K | 0.18% | −86−6.1% | Reduced |
| Aquatic Capital Management LLC | 1,300 | $240.0K | 0.08% | +1,300 | New |
| CIBC Private Wealth Group, LLC | 1,293 | $239.0K | 0.00% | −473−26.8% | Reduced |
| Two Sigma Securities, LLC | 1,266 | $234.0K | 0.04% | +1,266 | New |
| American International Group, Inc. | 1,243 | $229.0K | 0.00% | −269−17.8% | Reduced |
| Wetherby Asset Management Inc | 1,228 | $227.0K | 0.02% | +1,228 | New |
| Dorsey & Whitney Trust CO LLC | 1,226 | $226.0K | 0.02% | +86+7.5% | Added |
| Panagora Asset Management Inc | 1,212 | $224.0K | 0.00% | +46+3.9% | Added |
| EP Wealth Advisors, LLC | 1,197 | $221.0K | 0.00% | +1,197 | New |
| Great Diamond Partners, LLC | 1,193 | $220.0K | 0.07% | −311−20.7% | Reduced |
| XML Financial, LLC | 1,176 | $217.0K | 0.05% | +1+0.1% | Added |
| Blueshift Asset Management, LLC | 1,163 | $215.0K | 0.04% | +1,163 | New |
| Apollon Wealth Management, LLC | 1,131 | $209.0K | 0.02% | +1,131 | New |
| Signaturefd, LLC | 1,126 | $208.0K | 0.01% | +589+109.7% | Added |
| Lindbrook Capital, LLC | 1,110 | $205.0K | 0.03% | +348+45.7% | Added |
| DGS Capital Management, LLC | 1,111 | $205.0K | 0.17% | +1,111 | New |
| Presidio Capital Management, LLC | 1,101 | $203.0K | 0.22% | −6−0.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,025 | $189.0K | 0.03% | +357+53.4% | Added |
| Banque Cantonale Vaudoise | 1,000 | $185.0K | 0.01% | +1,000 | New |
| CWM, LLC | 938 | $173.0K | 0.00% | +336+55.8% | Added |
| Belpointe Asset Management LLC | 881 | $161.0K | 0.01% | +25+2.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 860 | $159.0K | 0.04% | +860 | New |
| TSFG, LLC | 857 | $158.0K | 0.07% | +1+0.1% | Added |
| Rockefeller Capital Management L.P. | 797 | $146.0K | 0.00% | +307+62.7% | Added |
| Eagle Bay Advisors LLC | 793 | $145.9K | 0.09% | +558+237.4% | Added |
| Global Retirement Partners, LLC | 759 | $140.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 670 | $123.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 665 | $123.0K | 0.03% | +1+0.2% | Added |
| Toth Financial Advisory Corp | 660 | $122.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 658 | $121.0K | 0.00% | −168−20.3% | Reduced |
| United Community Bank | 655 | $120.8K | 0.13% | +655 | New |
| Harvest Fund Management Co., Ltd | 650 | $120.0K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 619 | $114.2K | 0.01% | +619 | New |
| Quadrant Capital Group LLC | 595 | $110.0K | 0.01% | +103+20.9% | Added |
| First Horizon Advisors, Inc. | 591 | $108.0K | 0.00% | +414+233.9% | Added |
| Federation des caisses Desjardins du Quebec | 572 | $105.5K | 0.00% | +258+82.2% | Added |
| IFP Advisors, Inc | 1,061 | $105.0K | 0.00% | −563−34.7% | Reduced |
| Swedbank AB | 454 | $83.8K | 0.00% | +454 | New |
| Ellevest, Inc. | 426 | $79.0K | 0.01% | +412+2,942.9% | Added |
| Tyler-Stone Wealth Management | 405 | $75.0K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 399 | $74.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 400 | $74.0K | 0.06% | 00.0% | Unchanged |
| Central Trust Co | 391 | $72.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 386 | $71.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 372 | $69.0K | 0.06% | −130−25.9% | Reduced |
| Penserra Capital Management LLC | 373 | $68.0K | 0.00% | +373 | New |
| Sandy Spring Bank | 300 | $55.0K | 0.00% | −100−25.0% | Reduced |
| CoreCap Advisors, LLC | 295 | $54.0K | 0.00% | +295 | New |
| Rock Creek Group, LP | 286 | $53.0K | 0.01% | +286 | New |
| Allworth Financial LP | 276 | $51.0K | 0.00% | +123+80.4% | Added |
| Tower Research Capital LLC (TRC) | 265 | $49.0K | 0.00% | −1,196−81.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 214 | $46.6K | 0.00% | +214 | New |
| Assetmark, Inc | 205 | $38.0K | 0.00% | +122+147.0% | Added |
| Whittier Trust Co of Nevada Inc | 190 | $35.0K | 0.00% | +124+187.9% | Added |
| Benjamin Edwards Inc | 184 | $34.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 186 | $34.0K | 0.00% | +186 | New |
| Jackson, Grant Investment Advisers, Inc. | 181 | $33.0K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 182 | $33.0K | 0.00% | +130+250.0% | Added |
| Better Money Decisions, LLC | 179 | $33.0K | 0.03% | +179 | New |
| Steward Financial Group LLC | 175 | $32.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 168 | $31.0K | 0.00% | +104+162.5% | Added |
| Wolff Wiese Magana LLC | 154 | $28.0K | 0.02% | −3−1.9% | Reduced |
| Achmea Investment Management B.V. | 146 | $27.0K | 0.00% | +146 | New |
| Covington Capital Management | 133 | $25.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 127 | $23.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 113 | $21.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 108 | $20.0K | 0.00% | −31−22.3% | Reduced |
| Private Trust Co NA | 110 | $20.0K | 0.00% | +110 | New |
| Advocacy Wealth Management Services, LLC | 103 | $19.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 94 | $17.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 87 | $16.0K | 0.00% | +32+58.2% | Added |
| IAG Wealth Partners, LLC | 83 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 83 | $15.0K | 0.00% | +83 | New |
| Plante Moran Financial Advisors, LLC | 74 | $14.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 76 | $14.0K | 0.01% | +76 | New |
| Johnson Financial Group, Inc. | 71 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 63 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 63 | $12.0K | 0.00% | +42+200.0% | Added |
| TD Waterhouse Canada Inc. | 59 | $11.2K | 0.00% | +59 | New |
| NVWM, LLC | 54 | $10.0K | 0.00% | 00.0% | Unchanged |