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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −3,516−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,406−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −3,419−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,917−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −2,623−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −3,936−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −1,590−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,197−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,163−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −619−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Rock Creek Group, LP | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Intersect Capital LLC | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Quintet Private Bank (Europe) S.A. | – | – | – | – | Not filed |
| Urban Wealth Management, LLC | – | – | – | – | Not filed |