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.
Q3 2022 vs. Q2 2022
How the institutions holding LPL Financial Holdings Inc. changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 534 | 5 | 583 | +54 |
| Shares | 81.8M | 7.96K | 78.7M | −3.03M (−3.7%) |
| Value | $15.1B | $1.45M | $17.2B | +$2.11B (+14.0%) |
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (93)
Institutions that held LPL Financial Holdings Inc. at the end of Q3 2022 but not at the end of Q2 2022.
Sold out (39)
Institutions that held LPL Financial Holdings Inc. at the end of Q2 2022 and filed for Q3 2022 without it.
Not filed for Q3 2022 yet (5)
Institutions that held LPL Financial Holdings Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Intersect Capital LLC | 3,603 | $665.0K |
| HighPoint Advisor Group LLC | 2,805 | $495.0K |
| Private Capital Group, LLC | 1,313 | $242.0K |
| Quintet Private Bank (Europe) S.A. | 214 | $46.6K |
| Urban Wealth Management, LLC | 21 | $4.00K |