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, Q3 2022
Institutional positions in LPL Financial Holdings Inc. as of Sep 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
- 583
- +54 vs. Q2 2022
- Shares held
- 78.7M
- −3.03M (−3.7%) vs. Q2 2022
- Total value
- $17.2B
- +$2.11B (+14.0%) vs. Q2 2022
- New holders
- 93
- 202 more added
- Sold out
- 39
- 218 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,121,019 | $1.56B | 0.05% | +104,104+1.5% | Added |
| Janus Henderson Group PLC | 5,777,092 | $1.26B | 0.95% | −1,378,059−19.3% | Reduced |
| BlackRock Inc. | 4,836,280 | $1.06B | 0.04% | +338,360+7.5% | Added |
| Capital Research Global Investors | 2,764,551 | $604.0M | 0.20% | +777,500+39.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,705,495 | $591.1M | 1.96% | +5,666+0.2% | Added |
| Wellington Management Group LLP | 2,422,695 | $529.3M | 0.11% | −692,808−22.2% | Reduced |
| WCM Investment Management, LLC | 2,394,492 | $518.3M | 1.86% | +860,943+56.1% | Added |
| FMR LLC | 2,166,991 | $473.4M | 0.05% | −118,317−5.2% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,980,362 | $432.7M | 4.08% | −308,789−13.5% | Reduced |
| Clarkston Capital Partners, LLC | 1,860,718 | $406.5M | 7.99% | −171,115−8.4% | Reduced |
| Alliancebernstein L.P. | 1,685,460 | $368.2M | 0.18% | −162,524−8.8% | Reduced |
| Invesco Ltd. | 1,666,926 | $364.2M | 0.12% | −462,283−21.7% | Reduced |
| State Street Corp | 1,633,513 | $356.9M | 0.02% | +23,686+1.5% | Added |
| Samlyn Capital, LLC | 1,617,269 | $353.3M | 6.74% | −464,429−22.3% | Reduced |
| Eagle Asset Management Inc | 1,506,776 | $329.2M | 2.15% | −202,419−11.8% | Reduced |
| JPMorgan Chase & Co | 1,499,815 | $327.7M | 0.05% | +89,235+6.3% | Added |
| Egerton Capital (UK) LLP | 1,214,524 | $265.3M | 2.06% | +103,214+9.3% | Added |
| Geode Capital Management, LLC | 1,113,477 | $243.1M | 0.04% | +36,691+3.4% | Added |
| Nuveen Asset Management, LLC | 1,112,312 | $243.0M | 0.10% | −84,923−7.1% | Reduced |
| Artisan Partners Limited Partnership | 941,580 | $205.7M | 0.36% | −245,123−20.7% | Reduced |
| Dimensional Fund Advisors LP | 894,483 | $195.4M | 0.08% | −7,480−0.8% | Reduced |
| Voya Investment Management LLC | 770,964 | $168.4M | 0.20% | −195,028−20.2% | Reduced |
| Norges Bank | 768,692 | $167.9M | 0.04% | +46,639+6.5% | Added |
| Bank of New York Mellon Corp | 715,375 | $156.3M | 0.04% | −432,594−37.7% | Reduced |
| Westfield Capital Management Co LP | 688,932 | $150.5M | 1.20% | −125,754−15.4% | Reduced |
| Standard Life Aberdeen plc | 687,114 | $150.1M | 0.45% | −52,123−7.1% | Reduced |
| Southpoint Capital Advisors LP | 675,000 | $147.5M | 3.97% | −550,000−44.9% | Reduced |
| Frontier Capital Management Co LLC | 668,499 | $146.1M | 1.71% | −156,914−19.0% | Reduced |
| Darlington Partners Capital Management, LP | 664,355 | $145.1M | 12.02% | −239,511−26.5% | Reduced |
| Jackson Square Partners, LLC | 631,856 | $138.0M | 3.62% | −46,122−6.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 588,884 | $128.7M | 0.23% | −551,203−48.3% | Reduced |
| Wells Fargo & Company | 577,776 | $126.2M | 0.04% | −1,646−0.3% | Reduced |
| First Pacific Advisors, LP | 557,925 | $121.9M | 1.93% | −4,381−0.8% | Reduced |
| Fairview Capital Investment Management, LLC | 544,681 | $119.0M | 8.50% | −6,257−1.1% | Reduced |
| Goldman Sachs Group Inc | 520,896 | $113.8M | 0.03% | +30,502+6.2% | Added |
| Capital World Investors | 504,494 | $110.2M | 0.02% | +504,494 | New |
| American Century Companies Inc | 497,915 | $108.8M | 0.10% | −318,775−39.0% | Reduced |
| Charles Schwab Investment Management Inc | 479,242 | $104.7M | 0.04% | −183,131−27.6% | Reduced |
| Morgan Stanley | 454,558 | $99.3M | 0.01% | +52,924+13.2% | Added |
| Northern Trust Corp | 450,165 | $98.4M | 0.02% | −2,357−0.5% | Reduced |
| Artemis Investment Management LLP | 440,058 | $96.1M | 1.10% | −83,878−16.0% | Reduced |
| Bank of America Corp | 421,573 | $92.1M | 0.01% | −35,276−7.7% | Reduced |
| Agf Investments Inc. | 415,000 | $90.7M | 0.86% | 00.0% | Unchanged |
| Raymond James & Associates | 405,690 | $88.6M | 0.09% | +152,438+60.2% | Added |
| Junto Capital Management LP | 404,558 | $88.4M | 2.46% | −227,535−36.0% | Reduced |
| Millennium Management LLC | 399,716 | $87.3M | 0.11% | +392,861+5,731.0% | Added |
| Argent Capital Management LLC | 393,221 | $85.9M | 3.37% | −195,773−33.2% | Reduced |
| Susquehanna International Group, LLP | 368,790 | $80.6M | 0.16% | +303,159+461.9% | Added |
| ArrowMark Colorado Holdings LLC | 356,459 | $77.9M | 0.96% | −46,504−11.5% | Reduced |
| HRT Financial LP | 317,442 | $69.4M | 0.75% | +311,561+5,297.8% | Added |
| Legal & General Group Plc | 306,590 | $67.0M | 0.03% | −560.0% | Reduced |
| Citadel Advisors LLC | 301,663 | $65.9M | 0.08% | +298,581+9,687.9% | Added |
| Epoch Investment Partners, Inc. | 292,464 | $63.9M | 0.42% | −42,854−12.8% | Reduced |
| Price T Rowe Associates Inc | 288,273 | $63.0M | 0.01% | −59,651−17.1% | Reduced |
| SEI Investments Co | 278,908 | $60.9M | 0.14% | −41,429−12.9% | Reduced |
| Victory Capital Management Inc | 272,562 | $59.5M | 0.07% | −244,395−47.3% | Reduced |
| FIL Ltd | 270,469 | $59.1M | 0.08% | −25,065−8.5% | Reduced |
| Envestnet Asset Management Inc | 269,997 | $59.0M | 0.03% | +38,904+16.8% | Added |
| TD Asset Management Inc | 271,213 | $58.7M | 0.07% | −36,926−12.0% | Reduced |
| Primecap Management Co | 263,300 | $57.5M | 0.06% | −8,700−3.2% | Reduced |
| Deutsche Bank AG | 257,829 | $56.3M | 0.03% | +131,468+104.0% | Added |
| Azora Capital LP | 227,739 | $50.9M | 7.56% | −21,179−8.5% | Reduced |
| Eminence Capital, LP | 229,139 | $50.1M | 1.07% | +4,242+1.9% | Added |
| UBS Asset Management Americas Inc | 225,128 | $49.2M | 0.03% | −16,205−6.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 224,046 | $49.0M | 0.04% | −4,257−1.9% | Reduced |
| CIBC Asset Management Inc | 208,869 | $45.6M | 0.21% | −43,313−17.2% | Reduced |
| Eaton Vance Management | 205,820 | $45.0M | 0.07% | +2,512+1.2% | Added |
| Commerce Bank | 196,693 | $43.0M | 0.37% | −53,435−21.4% | Reduced |
| Cramer Rosenthal McGlynn LLC | 195,230 | $42.7M | 2.05% | −19,272−9.0% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 184,031 | $40.2M | 0.76% | −9,800−5.1% | Reduced |
| Cornerstone Investment Partners, LLC | 183,912 | $40.2M | 2.88% | +668+0.4% | Added |
| Trillium Asset Management, LLC | 183,382 | $40.1M | 1.31% | −3,371−1.8% | Reduced |
| California Public Employees Retirement System | 182,703 | $39.9M | 0.04% | +24,840+15.7% | Added |
| Royal Bank of Canada | 182,145 | $39.8M | 0.01% | −2,794−1.5% | Reduced |
| Engle Capital Management, L.P. | 177,000 | $38.7M | 11.34% | −59,000−25.0% | Reduced |
| Cookson Peirce & Co Inc | 161,613 | $35.3M | 2.49% | +1,927+1.2% | Added |
| Employees Retirement System of Texas | 148,000 | $32.3M | 0.49% | +26,012+21.3% | Added |
| Jacobs Levy Equity Management, Inc | 145,194 | $31.7M | 0.25% | +145,194 | New |
| Stifel Financial Corp | 144,400 | $31.5M | 0.05% | +1,224+0.9% | Added |
| Russell Investments Group, Ltd. | 136,724 | $29.9M | 0.07% | +46,395+51.4% | Added |
| California State Teachers Retirement System | 131,958 | $28.8M | 0.05% | −1,607−1.2% | Reduced |
| Qube Research & Technologies Ltd | 127,073 | $27.8M | 0.18% | +127,073 | New |
| Federated Hermes, Inc. | 123,596 | $27.0M | 0.08% | −14,580−10.6% | Reduced |
| New York State Common Retirement Fund | 122,201 | $26.7M | 0.04% | −574−0.5% | Reduced |
| National Pension Service | 119,100 | $25.8M | 0.05% | +119,100 | New |
| First Trust Advisors LP | 116,890 | $25.5M | 0.03% | −19,818−14.5% | Reduced |
| Fort Washington Investment Advisors Inc | 115,973 | $25.3M | 0.21% | −88,151−43.2% | Reduced |
| William Blair Investment Management, LLC | 115,949 | $25.3M | 0.10% | +6,434+5.9% | Added |
| Credit Suisse AG | 111,006 | $24.3M | 0.03% | −2,728−2.4% | Reduced |
| Pinebridge Investments, L.P. | 98,921 | $21.6M | 0.28% | +14,549+17.2% | Added |
| Sirios Capital Management L P | 98,820 | $21.6M | 4.00% | −9,497−8.8% | Reduced |
| Franklin Resources Inc | 96,711 | $21.1M | 0.01% | +94,713+4,740.4% | Added |
| Virginia Retirement Systems Et Al | 93,800 | $20.5M | 0.23% | +93,800 | New |
| Robeco Institutional Asset Management B.V. | 93,225 | $20.4M | 0.07% | +78,963+553.7% | Added |
| State Board of Administration of Florida Retirement System | 92,839 | $20.3M | 0.05% | −228−0.2% | Reduced |
| Amundi | 83,254 | $20.1M | 0.01% | +44,110+112.7% | Added |
| Thornburg Investment Management Inc | 91,235 | $19.9M | 0.35% | −15,832−14.8% | Reduced |
| AQR Capital Management LLC | 90,985 | $19.9M | 0.05% | +6,626+7.9% | Added |
| Iridian Asset Management LLC | 90,295 | $19.7M | 1.96% | −95,627−51.4% | Reduced |
| BNP Paribas Arbitrage, SA | 87,272 | $19.1M | 0.05% | +49,127+128.8% | Added |