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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 123,596 | $27.0M | 0.08% | −14,580−10.6% | Reduced |
| Qube Research & Technologies Ltd | 127,073 | $27.8M | 0.18% | +127,073 | New |
| California State Teachers Retirement System | 131,958 | $28.8M | 0.05% | −1,607−1.2% | Reduced |
| Russell Investments Group, Ltd. | 136,724 | $29.9M | 0.07% | +46,395+51.4% | Added |
| Stifel Financial Corp | 144,400 | $31.5M | 0.05% | +1,224+0.9% | Added |
| Jacobs Levy Equity Management, Inc | 145,194 | $31.7M | 0.25% | +145,194 | New |
| Employees Retirement System of Texas | 148,000 | $32.3M | 0.49% | +26,012+21.3% | Added |
| Cookson Peirce & Co Inc | 161,613 | $35.3M | 2.49% | +1,927+1.2% | Added |
| Engle Capital Management, L.P. | 177,000 | $38.7M | 11.34% | −59,000−25.0% | Reduced |
| Royal Bank of Canada | 182,145 | $39.8M | 0.01% | −2,794−1.5% | Reduced |
| California Public Employees Retirement System | 182,703 | $39.9M | 0.04% | +24,840+15.7% | Added |
| Trillium Asset Management, LLC | 183,382 | $40.1M | 1.31% | −3,371−1.8% | Reduced |
| Cornerstone Investment Partners, LLC | 183,912 | $40.2M | 2.88% | +668+0.4% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 184,031 | $40.2M | 0.76% | −9,800−5.1% | Reduced |
| Cramer Rosenthal McGlynn LLC | 195,230 | $42.7M | 2.05% | −19,272−9.0% | Reduced |
| Commerce Bank | 196,693 | $43.0M | 0.37% | −53,435−21.4% | Reduced |
| Eaton Vance Management | 205,820 | $45.0M | 0.07% | +2,512+1.2% | Added |
| CIBC Asset Management Inc | 208,869 | $45.6M | 0.21% | −43,313−17.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 224,046 | $49.0M | 0.04% | −4,257−1.9% | Reduced |
| UBS Asset Management Americas Inc | 225,128 | $49.2M | 0.03% | −16,205−6.7% | Reduced |
| Eminence Capital, LP | 229,139 | $50.1M | 1.07% | +4,242+1.9% | Added |
| Azora Capital LP | 227,739 | $50.9M | 7.56% | −21,179−8.5% | Reduced |
| Deutsche Bank AG | 257,829 | $56.3M | 0.03% | +131,468+104.0% | Added |
| Primecap Management Co | 263,300 | $57.5M | 0.06% | −8,700−3.2% | Reduced |
| TD Asset Management Inc | 271,213 | $58.7M | 0.07% | −36,926−12.0% | Reduced |
| Envestnet Asset Management Inc | 269,997 | $59.0M | 0.03% | +38,904+16.8% | Added |
| FIL Ltd | 270,469 | $59.1M | 0.08% | −25,065−8.5% | Reduced |
| Victory Capital Management Inc | 272,562 | $59.5M | 0.07% | −244,395−47.3% | Reduced |
| SEI Investments Co | 278,908 | $60.9M | 0.14% | −41,429−12.9% | Reduced |
| Price T Rowe Associates Inc | 288,273 | $63.0M | 0.01% | −59,651−17.1% | Reduced |
| Epoch Investment Partners, Inc. | 292,464 | $63.9M | 0.42% | −42,854−12.8% | Reduced |
| Citadel Advisors LLC | 301,663 | $65.9M | 0.08% | +298,581+9,687.9% | Added |
| Legal & General Group Plc | 306,590 | $67.0M | 0.03% | −560.0% | Reduced |
| HRT Financial LP | 317,442 | $69.4M | 0.75% | +311,561+5,297.8% | Added |
| ArrowMark Colorado Holdings LLC | 356,459 | $77.9M | 0.96% | −46,504−11.5% | Reduced |
| Susquehanna International Group, LLP | 368,790 | $80.6M | 0.16% | +303,159+461.9% | Added |
| Argent Capital Management LLC | 393,221 | $85.9M | 3.37% | −195,773−33.2% | Reduced |
| Millennium Management LLC | 399,716 | $87.3M | 0.11% | +392,861+5,731.0% | Added |
| Junto Capital Management LP | 404,558 | $88.4M | 2.46% | −227,535−36.0% | Reduced |
| Raymond James & Associates | 405,690 | $88.6M | 0.09% | +152,438+60.2% | Added |
| Agf Investments Inc. | 415,000 | $90.7M | 0.86% | 00.0% | Unchanged |
| Bank of America Corp | 421,573 | $92.1M | 0.01% | −35,276−7.7% | Reduced |
| Artemis Investment Management LLP | 440,058 | $96.1M | 1.10% | −83,878−16.0% | Reduced |
| Northern Trust Corp | 450,165 | $98.4M | 0.02% | −2,357−0.5% | Reduced |
| Morgan Stanley | 454,558 | $99.3M | 0.01% | +52,924+13.2% | Added |
| Charles Schwab Investment Management Inc | 479,242 | $104.7M | 0.04% | −183,131−27.6% | Reduced |
| American Century Companies Inc | 497,915 | $108.8M | 0.10% | −318,775−39.0% | Reduced |
| Capital World Investors | 504,494 | $110.2M | 0.02% | +504,494 | New |
| Goldman Sachs Group Inc | 520,896 | $113.8M | 0.03% | +30,502+6.2% | Added |
| Fairview Capital Investment Management, LLC | 544,681 | $119.0M | 8.50% | −6,257−1.1% | Reduced |
| First Pacific Advisors, LP | 557,925 | $121.9M | 1.93% | −4,381−0.8% | Reduced |
| Wells Fargo & Company | 577,776 | $126.2M | 0.04% | −1,646−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 588,884 | $128.7M | 0.23% | −551,203−48.3% | Reduced |
| Jackson Square Partners, LLC | 631,856 | $138.0M | 3.62% | −46,122−6.8% | Reduced |
| Darlington Partners Capital Management, LP | 664,355 | $145.1M | 12.02% | −239,511−26.5% | Reduced |
| Frontier Capital Management Co LLC | 668,499 | $146.1M | 1.71% | −156,914−19.0% | Reduced |
| Southpoint Capital Advisors LP | 675,000 | $147.5M | 3.97% | −550,000−44.9% | Reduced |
| Standard Life Aberdeen plc | 687,114 | $150.1M | 0.45% | −52,123−7.1% | Reduced |
| Westfield Capital Management Co LP | 688,932 | $150.5M | 1.20% | −125,754−15.4% | Reduced |
| Bank of New York Mellon Corp | 715,375 | $156.3M | 0.04% | −432,594−37.7% | Reduced |
| Norges Bank | 768,692 | $167.9M | 0.04% | +46,639+6.5% | Added |
| Voya Investment Management LLC | 770,964 | $168.4M | 0.20% | −195,028−20.2% | Reduced |
| Dimensional Fund Advisors LP | 894,483 | $195.4M | 0.08% | −7,480−0.8% | Reduced |
| Artisan Partners Limited Partnership | 941,580 | $205.7M | 0.36% | −245,123−20.7% | Reduced |
| Nuveen Asset Management, LLC | 1,112,312 | $243.0M | 0.10% | −84,923−7.1% | Reduced |
| Geode Capital Management, LLC | 1,113,477 | $243.1M | 0.04% | +36,691+3.4% | Added |
| Egerton Capital (UK) LLP | 1,214,524 | $265.3M | 2.06% | +103,214+9.3% | Added |
| JPMorgan Chase & Co | 1,499,815 | $327.7M | 0.05% | +89,235+6.3% | Added |
| Eagle Asset Management Inc | 1,506,776 | $329.2M | 2.15% | −202,419−11.8% | Reduced |
| Samlyn Capital, LLC | 1,617,269 | $353.3M | 6.74% | −464,429−22.3% | Reduced |
| State Street Corp | 1,633,513 | $356.9M | 0.02% | +23,686+1.5% | Added |
| Invesco Ltd. | 1,666,926 | $364.2M | 0.12% | −462,283−21.7% | Reduced |
| Alliancebernstein L.P. | 1,685,460 | $368.2M | 0.18% | −162,524−8.8% | Reduced |
| Clarkston Capital Partners, LLC | 1,860,718 | $406.5M | 7.99% | −171,115−8.4% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,980,362 | $432.7M | 4.08% | −308,789−13.5% | Reduced |
| FMR LLC | 2,166,991 | $473.4M | 0.05% | −118,317−5.2% | Reduced |
| WCM Investment Management, LLC | 2,394,492 | $518.3M | 1.86% | +860,943+56.1% | Added |
| Wellington Management Group LLP | 2,422,695 | $529.3M | 0.11% | −692,808−22.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,705,495 | $591.1M | 1.96% | +5,666+0.2% | Added |
| Capital Research Global Investors | 2,764,551 | $604.0M | 0.20% | +777,500+39.1% | Added |
| BlackRock Inc. | 4,836,280 | $1.06B | 0.04% | +338,360+7.5% | Added |
| Janus Henderson Group PLC | 5,777,092 | $1.26B | 0.95% | −1,378,059−19.3% | Reduced |
| Vanguard Group Inc | 7,121,019 | $1.56B | 0.05% | +104,104+1.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −201,371−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −33,826−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −33,822−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −25,285−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −24,200−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −19,103−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −13,245−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −10,890−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −10,653−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −9,034−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −6,303−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −6,123−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −6,006−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,276−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −4,824−100.0% | Sold out |