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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| Moisand Fitzgerald Tamayo, LLC | 6 | $1.00K | 0.00% | −23−79.3% | Reduced |
| Institutional & Family Asset Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | +9 | New |
| Stonebridge Capital Advisors LLC | 8 | $2.00K | 0.00% | +8 | New |
| Bartlett & Co. Wealth Management LLC | 12 | $2.62K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 13 | $3.00K | 0.00% | +2+18.2% | Added |
| Lee Financial Co | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 15 | $3.00K | 0.00% | +2+15.4% | Added |
| Ronald Blue Trust, Inc. | 17 | $3.00K | 0.00% | +4+30.8% | Added |
| Cribstone Capital Management, LLC | 12 | $3.00K | 0.00% | +12 | New |
| Rosenberg Matthew Hamilton | 12 | $3.00K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 13 | $3.00K | 0.00% | +13 | New |
| CNB Bank | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 19 | $4.00K | 0.00% | +19 | New |
| Aua Capital Management, LLC | 24 | $5.00K | 0.00% | −6−20.0% | Reduced |
| Crewe Advisors LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 24 | $5.00K | 0.00% | +24 | New |
| Center for Financial Planning, Inc. | 22 | $5.00K | 0.00% | +22 | New |
| Washington Trust Co | 26 | $6.00K | 0.00% | −1−3.7% | Reduced |
| Earnest Partners LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 28 | $6.00K | 0.00% | +28 | New |
| CVA Family Office, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 33 | $7.00K | 0.00% | +33 | New |
| Ten Capital Wealth Advisors, LLC | 32 | $7.00K | 0.00% | +32 | New |
| Glassman Wealth Services | 36 | $8.00K | 0.00% | +1+2.9% | Added |
| Fifth Third Bancorp | 52 | $11.0K | 0.00% | −116−69.0% | Reduced |
| HM Payson & Co | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 49 | $11.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 52 | $11.0K | 0.01% | +14+36.8% | Added |
| NVWM, LLC | 54 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 54 | $12.0K | 0.00% | +8+17.4% | Added |
| Bogart Wealth, LLC | 57 | $12.0K | 0.00% | +57 | New |
| Leonteq Securities AG | 55 | $12.0K | 0.00% | +55 | New |
| FinTrust Capital Advisors, LLC | 56 | $14.0K | 0.00% | +23+69.7% | Added |
| TD Waterhouse Canada Inc. | 59 | $14.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 68 | $15.0K | 0.00% | −59−46.5% | Reduced |
| TCI Wealth Advisors, Inc. | 69 | $15.0K | 0.00% | +6+9.5% | Added |
| Plante Moran Financial Advisors, LLC | 74 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 75 | $16.0K | 0.01% | +12+19.0% | Added |
| West Oak Capital, LLC | 75 | $16.0K | 0.01% | +75 | New |
| JFS Wealth Advisors, LLC | 81 | $18.0K | 0.00% | −6−6.9% | Reduced |
| Clearstead Advisors, LLC | 83 | $18.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 83 | $18.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 108 | $24.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 113 | $25.0K | 0.02% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 103 | $25.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 133 | $29.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 142 | $31.0K | 0.00% | +71+100.0% | Added |
| Private Trust Co NA | 150 | $33.0K | 0.01% | +40+36.4% | Added |
| Wolff Wiese Magana LLC | 155 | $34.0K | 0.03% | +1+0.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 181 | $40.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 203 | $44.0K | 0.00% | +13+6.8% | Added |
| Fred Alger Management, LLC | 200 | $44.0K | 0.00% | +200 | New |
| Allworth Financial LP | 215 | $47.0K | 0.00% | −61−22.1% | Reduced |
| Sandy Spring Bank | 218 | $48.0K | 0.00% | −82−27.3% | Reduced |
| Assetmark, Inc | 218 | $48.0K | 0.00% | +13+6.3% | Added |
| Federation des caisses Desjardins du Quebec | 222 | $48.5K | 0.00% | −350−61.2% | Reduced |
| Ellevest, Inc. | 223 | $49.0K | 0.00% | −203−47.7% | Reduced |
| Benjamin Edwards Inc | 225 | $49.0K | 0.01% | +41+22.3% | Added |
| Smithfield Trust Co | 300 | $65.0K | 0.00% | −370−55.2% | Reduced |
| Alta Advisers Ltd | 300 | $66.0K | 0.04% | +300 | New |
| Capital Analysts, LLC | 326 | $71.0K | 0.00% | −73−18.3% | Reduced |
| Covestor Ltd | 326 | $71.0K | 0.06% | −46−12.4% | Reduced |
| Money Concepts Capital Corp | 347 | $76.0K | 0.00% | +165+90.7% | Added |
| Penserra Capital Management LLC | 381 | $83.0K | 0.00% | +8+2.1% | Added |
| Tobam | 386 | $84.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 391 | $85.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 400 | $87.0K | 0.07% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 418 | $91.0K | 0.07% | +13+3.2% | Added |
| Financial Management Professionals, Inc. | 446 | $97.0K | 0.02% | +446 | New |
| Counterpoint Mutual Funds LLC | 500 | $109.0K | 0.27% | +500 | New |
| Selective Wealth Management, Inc. | 500 | $109.0K | 0.05% | +500 | New |
| First Horizon Advisors, Inc. | 520 | $113.0K | 0.00% | −71−12.0% | Reduced |
| Quadrant Capital Group LLC | 527 | $115.0K | 0.02% | −68−11.4% | Reduced |
| Wipfli Financial Advisors LLC, | 530 | $116.0K | 0.01% | +530 | New |
| Steward Partners Investment Advisory, LLC | 542 | $118.0K | 0.00% | −116−17.6% | Reduced |
| Eagle Bay Advisors LLC | 577 | $126.0K | 0.08% | −216−27.2% | Reduced |
| Harvest Fund Management Co., Ltd | 650 | $142.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,593 | $142.0K | 0.00% | +532+50.1% | Added |
| United Community Bank | 655 | $143.1K | 0.15% | 00.0% | Unchanged |
| Quent Capital, LLC | 665 | $145.0K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 666 | $146.0K | 0.03% | +6+0.9% | Added |
| Rockefeller Capital Management L.P. | 736 | $160.0K | 0.00% | −61−7.7% | Reduced |
| SG Americas Securities, LLC | 742 | $162.0K | 0.00% | −19,390−96.3% | Reduced |
| Ossiam | 763 | $167.0K | 0.00% | +763 | New |
| Global Retirement Partners, LLC | 684 | $175.0K | 0.01% | −75−9.9% | Reduced |
| TSFG, LLC | 858 | $187.0K | 0.09% | +1+0.1% | Added |