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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 24,100 | $5.26M | 0.51% | +22,800+1,753.8% | Added |
| Alberta Investment Management Corp | 24,100 | $5.26M | 0.04% | +24,100 | New |
| Swiss Life Asset Management Ltd | 24,484 | $5.35M | 0.09% | +4,128+20.3% | Added |
| Schonfeld Strategic Advisors LLC | 25,036 | $5.47M | 0.05% | +25,036 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 30,100 | $5.55M | 0.07% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 25,535 | $5.58M | 0.01% | +3,898+18.0% | Added |
| KBC Group NV | 25,849 | $5.65M | 0.03% | +23,693+1,098.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,965 | $5.67M | 0.03% | +1,466+6.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 25,999 | $5.68M | 0.03% | +19,499+300.0% | Added |
| Cannon Global Investment Management, LLC | 26,500 | $5.79M | 9.35% | +26,500 | New |
| Buckingham Strategic Partners | 26,781 | $5.85M | 0.35% | +26,781 | New |
| Bank of Nova Scotia | 27,432 | $5.99M | 0.02% | +25,312+1,194.0% | Added |
| Westwood Holdings Group Inc. | 27,453 | $6.00M | 0.07% | −39,084−58.7% | Reduced |
| Korea Investment CORP | 28,124 | $6.14M | 0.02% | +4,924+21.2% | Added |
| James Investment Research Inc | 28,431 | $6.21M | 0.89% | −3,140−9.9% | Reduced |
| KWB Wealth | 28,461 | $6.22M | 1.24% | +263+0.9% | Added |
| Storebrand Asset Management AS | 28,778 | $6.29M | 0.04% | +20,114+232.2% | Added |
| Westpac Banking Corp | 29,006 | $6.34M | 0.10% | −5,532−16.0% | Reduced |
| Intech Investment Management LLC | 29,271 | $6.40M | 0.05% | +25,520+680.4% | Added |
| Principal Financial Group Inc | 29,650 | $6.48M | 0.01% | −3,651−11.0% | Reduced |
| Advantage Alpha Capital Partners LP | 31,187 | $6.81M | 1.25% | −1,674−5.1% | Reduced |
| Pictet Asset Management SA | 31,190 | $6.81M | 0.01% | +207+0.7% | Added |
| Swedbank AB | 31,487 | $6.88M | 0.02% | +31,033+6,835.5% | Added |
| Verition Fund Management LLC | 31,919 | $6.97M | 0.10% | +7,250+29.4% | Added |
| Cubist Systematic Strategies, LLC | 33,970 | $7.42M | 0.05% | −713−2.1% | Reduced |
| Pathstone Family Office, LLC | 34,725 | $7.59M | 0.14% | −906−2.5% | Reduced |
| Panagora Asset Management Inc | 34,740 | $7.59M | 0.05% | +33,528+2,766.3% | Added |
| Lisanti Capital Growth, LLC | 34,830 | $7.61M | 1.02% | 00.0% | Unchanged |
| Stamina Capital Management LP | 35,125 | $7.67M | 5.49% | +11,325+47.6% | Added |
| Treasurer of the State of North Carolina | 35,180 | $7.69M | 0.05% | +450+1.3% | Added |
| Forsta Ap-Fonden | 35,900 | $7.84M | 0.10% | +22,400+165.9% | Added |
| Phase 2 Partners, LLC | 36,334 | $7.94M | 3.77% | −3,598−9.0% | Reduced |
| Asset Management One Co.,Ltd. | 36,569 | $7.99M | 0.04% | +5,324+17.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 36,632 | $8.00M | 0.18% | −4,527−11.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 32,845 | $8.09M | 1.18% | −2,823−7.9% | Reduced |
| Ameriprise Financial Inc | 37,802 | $8.26M | 0.00% | −7,741−17.0% | Reduced |
| Great West Life Assurance Co | 38,255 | $8.34M | 0.02% | +17,879+87.7% | Added |
| Walleye Capital LLC | 38,332 | $8.38M | 0.19% | −24,584−39.1% | Reduced |
| Logan Capital Management Inc | 39,344 | $8.60M | 0.52% | +2,575+7.0% | Added |
| Castleark Management LLC | 39,785 | $8.69M | 0.48% | −8,340−17.3% | Reduced |
| GCM Grosvenor Holdings, LLC | 41,000 | $8.96M | 2.12% | +41,000 | New |
| Public Employees Retirement System of Ohio | 41,158 | $8.99M | 0.04% | +669+1.7% | Added |
| Community Trust & Investment Co | 41,625 | $9.09M | 0.87% | −198−0.5% | Reduced |
| Kennedy Capital Management, Inc. | 42,919 | $9.38M | 0.28% | −304−0.7% | Reduced |
| BlueMar Capital Management, LLC | 43,081 | $9.41M | 6.92% | −8,040−15.7% | Reduced |
| Driehaus Capital Management LLC | 43,509 | $9.51M | 0.14% | −47,299−52.1% | Reduced |
| Moneta Group Investment Advisors LLC | 43,606 | $9.53M | 0.36% | −11,213−20.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 43,800 | $9.57M | 0.10% | −3,300−7.0% | Reduced |
| LMR Partners LLP | 44,009 | $9.62M | 0.25% | +6,165+16.3% | Added |
| State of Wisconsin Investment Board | 45,574 | $9.96M | 0.03% | −10,522−18.8% | Reduced |
| Icon Advisers Inc | 45,632 | $9.97M | 2.73% | −1,500−3.2% | Reduced |
| Great Lakes Advisors, LLC | 45,908 | $10.0M | 0.22% | −930−2.0% | Reduced |
| Brant Point Investment Management LLC | 46,100 | $10.1M | 2.60% | −3,600−7.2% | Reduced |
| State of New Jersey Common Pension Fund D | 46,225 | $10.1M | 0.04% | +573+1.3% | Added |
| Janney Montgomery Scott LLC | 46,711 | $10.2M | 0.04% | −825−1.7% | Reduced |
| Natixis Advisors, L.P. | 46,945 | $10.3M | 0.04% | +7,256+18.3% | Added |
| Vestmark Advisory Solutions, Inc. | 47,496 | $10.4M | 0.58% | +1,956+4.3% | Added |
| Calamos Advisors LLC | 47,692 | $10.4M | 0.05% | −6,599−12.2% | Reduced |
| Nomura Asset Management Co Ltd | 48,672 | $10.6M | 0.07% | +577+1.2% | Added |
| PFS Investments Inc. | 50,124 | $11.0M | 0.24% | +3,932+8.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 50,664 | $11.1M | 0.03% | +4,611+10.0% | Added |
| US Bancorp | 51,416 | $11.2M | 0.02% | −10,955−17.6% | Reduced |
| Citigroup Inc | 52,800 | $11.5M | 0.02% | −15,799−23.0% | Reduced |
| Trexquant Investment LP | 53,208 | $11.6M | 0.41% | +42,507+397.2% | Added |
| Venturi Wealth Management, LLC | 53,389 | $11.7M | 1.12% | −4,965−8.5% | Reduced |
| Advisor Group Holdings, Inc. | 54,304 | $11.9M | 0.03% | +10,247+23.3% | Added |
| Truist Financial Corp | 55,184 | $12.1M | 0.02% | +9,347+20.4% | Added |
| Governors Lane LP | 55,947 | $12.2M | 1.16% | −87,253−60.9% | Reduced |
| Comerica Bank | 52,938 | $12.7M | 0.11% | −10,869−17.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 63,971 | $14.0M | 0.06% | +57,164+839.8% | Added |
| LPL Financial LLC | 64,582 | $14.1M | 0.01% | +354+0.6% | Added |
| Boston Partners | 66,739 | $14.9M | 0.02% | −39,341−37.1% | Reduced |
| Canada Pension Plan Investment Board | 68,565 | $15.0M | 0.03% | +39,965+139.7% | Added |
| Bamco Inc | 68,692 | $15.0M | 0.05% | +21,292+44.9% | Added |
| UBS Group AG | 72,846 | $15.9M | 0.01% | +55,613+322.7% | Added |
| Reinhart Partners, Inc. | 75,203 | $16.4M | 1.01% | −4,702−5.9% | Reduced |
| D. E. Shaw & Co., Inc. | 75,616 | $16.5M | 0.03% | +73,317+3,189.1% | Added |
| Avalon Investment & Advisory | 76,797 | $16.8M | 0.52% | +76,797 | New |
| Barclays PLC | 77,608 | $17.0M | 0.02% | −6,727−8.0% | Reduced |
| ExodusPoint Capital Management, LP | 79,172 | $17.3M | 0.24% | +79,172 | New |
| Aviva PLC | 81,096 | $17.7M | 0.10% | +15,844+24.3% | Added |
| Polar Capital Holdings Plc | 83,673 | $18.3M | 0.15% | −36,589−30.4% | Reduced |
| Rhumbline Advisers | 84,493 | $18.5M | 0.03% | +4,564+5.7% | Added |
| BNP Paribas Arbitrage, SA | 87,272 | $19.1M | 0.05% | +49,127+128.8% | Added |
| Iridian Asset Management LLC | 90,295 | $19.7M | 1.96% | −95,627−51.4% | Reduced |
| AQR Capital Management LLC | 90,985 | $19.9M | 0.05% | +6,626+7.9% | Added |
| Thornburg Investment Management Inc | 91,235 | $19.9M | 0.35% | −15,832−14.8% | Reduced |
| Amundi | 83,254 | $20.1M | 0.01% | +44,110+112.7% | Added |
| State Board of Administration of Florida Retirement System | 92,839 | $20.3M | 0.05% | −228−0.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 93,225 | $20.4M | 0.07% | +78,963+553.7% | Added |
| Virginia Retirement Systems Et Al | 93,800 | $20.5M | 0.23% | +93,800 | New |
| Franklin Resources Inc | 96,711 | $21.1M | 0.01% | +94,713+4,740.4% | Added |
| Sirios Capital Management L P | 98,820 | $21.6M | 4.00% | −9,497−8.8% | Reduced |
| Pinebridge Investments, L.P. | 98,921 | $21.6M | 0.28% | +14,549+17.2% | Added |
| Credit Suisse AG | 111,006 | $24.3M | 0.03% | −2,728−2.4% | Reduced |
| William Blair Investment Management, LLC | 115,949 | $25.3M | 0.10% | +6,434+5.9% | Added |
| Fort Washington Investment Advisors Inc | 115,973 | $25.3M | 0.21% | −88,151−43.2% | Reduced |
| First Trust Advisors LP | 116,890 | $25.5M | 0.03% | −19,818−14.5% | Reduced |
| National Pension Service | 119,100 | $25.8M | 0.05% | +119,100 | New |
| New York State Common Retirement Fund | 122,201 | $26.7M | 0.04% | −574−0.5% | Reduced |