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 |
|---|---|---|---|---|---|
| ClariVest Asset Management LLC | 6,055 | $1.32M | 0.06% | −1,873−23.6% | Reduced |
| Shell Asset Management Co | 6,029 | $1.32M | 0.05% | −1,630−21.3% | Reduced |
| Brinker Capital Investments, LLC | 5,925 | $1.29M | 0.03% | +152+2.6% | Added |
| Aureus Asset Management, LLC | 5,905 | $1.29M | 0.11% | 00.0% | Unchanged |
| Advisor OS, LLC | 5,887 | $1.29M | 0.39% | +493+9.1% | Added |
| TownSquare Capital, LLC | 5,800 | $1.27M | 0.04% | +957+19.8% | Added |
| Level Four Advisory Services, LLC | 5,657 | $1.24M | 0.12% | +235+4.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,459 | $1.19M | 0.00% | +524+10.6% | Added |
| Redhawk Wealth Advisors, Inc. | 5,386 | $1.18M | 0.50% | +5,386 | New |
| Cetera Investment Advisers | 5,321 | $1.16M | 0.02% | +1,156+27.8% | Added |
| LVW Advisors, LLC | 5,138 | $1.12M | 0.25% | −152−2.9% | Reduced |
| Oliver Luxxe Assets LLC | 5,136 | $1.12M | 0.35% | −4,257−45.3% | Reduced |
| MetLife Investment Management | 4,940 | $1.08M | 0.01% | +4+0.1% | Added |
| Nordea Investment Management AB | 4,937 | $1.08M | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 4,939 | $1.08M | 0.11% | +522+11.8% | Added |
| Cerity Partners LLC | 4,928 | $1.08M | 0.01% | −566−10.3% | Reduced |
| Brown Brothers Harriman & Co | 4,888 | $1.07M | 0.01% | −2,400−32.9% | Reduced |
| Proequities, Inc. | 4,884 | $1.07M | 0.10% | +859+21.3% | Added |
| M&T Bank Corp | 4,864 | $1.06M | 0.00% | −80−1.6% | Reduced |
| Financial Advocates Investment Management | 5,815 | $1.06M | 0.09% | +992+20.6% | Added |
| Raymond James Trust N.A. | 4,836 | $1.06M | 0.04% | −84−1.7% | Reduced |
| Advisory Services Network, LLC | 4,766 | $1.04M | 0.04% | +246+5.4% | Added |
| Fulton Bank, N.A. | 4,727 | $1.03M | 0.06% | −340−6.7% | Reduced |
| Baird Financial Group, Inc. | 4,696 | $1.03M | 0.00% | +115+2.5% | Added |
| Balasa Dinverno & Foltz LLC | 4,649 | $1.02M | 0.06% | +1,541+49.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 4,413 | $984.0K | 0.09% | +3,069+228.3% | Added |
| Cumberland Partners Ltd | 4,500 | $983.0K | 0.10% | +4,500 | New |
| Ritholtz Wealth Management | 4,379 | $957.0K | 0.05% | +1,519+53.1% | Added |
| STRS Ohio | 4,354 | $951.0K | 0.00% | −1,027−19.1% | Reduced |
| EverSource Wealth Advisors, LLC | 4,253 | $928.0K | 0.21% | −196−4.4% | Reduced |
| Mackenzie Financial Corp | 4,218 | $922.0K | 0.00% | −57−1.3% | Reduced |
| Lazard Asset Management LLC | 4,103 | $896.0K | 0.00% | −20,158−83.1% | Reduced |
| Quantinno Capital Management LP | 4,100 | $896.0K | 0.12% | +469+12.9% | Added |
| Cetera Advisor Networks LLC | 4,072 | $890.0K | 0.01% | −3−0.1% | Reduced |
| Navellier & Associates Inc | 4,042 | $883.0K | 0.20% | −40−1.0% | Reduced |
| SkyView Investment Advisors, LLC | 4,025 | $879.0K | 0.26% | +447+12.5% | Added |
| HighTower Advisors, LLC | 4,022 | $878.0K | 0.00% | +673+20.1% | Added |
| Capital Asset Advisory Services LLC | 4,007 | $875.0K | 0.11% | −2,038−33.7% | Reduced |
| The PNC Financial Services Group, Inc. | 3,997 | $874.0K | 0.00% | −297−6.9% | Reduced |
| WJ Wealth Management, LLC | 4,000 | $874.0K | 0.55% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,000 | $874.0K | 0.05% | +3,000+300.0% | Added |
| AlphaCrest Capital Management LLC | 3,944 | $862.0K | 0.05% | +1,183+42.8% | Added |
| Glenview Trust Co | 3,914 | $855.0K | 0.03% | +323+9.0% | Added |
| Alera Investment Advisors, LLC | 3,873 | $846.0K | 0.24% | +1,112+40.3% | Added |
| Ethic Inc. | 3,832 | $837.0K | 0.06% | +736+23.8% | Added |
| Laurel Wealth Advisors, Inc. | 3,830 | $837.0K | 0.09% | +1,188+45.0% | Added |
| Campbell & CO Investment Adviser LLC | 3,820 | $835.0K | 0.19% | +3,820 | New |
| Sawtooth Solutions, LLC | 3,803 | $831.0K | 0.12% | +716+23.2% | Added |
| KB Financial Partners, LLC | 3,785 | $827.0K | 0.30% | +458+13.8% | Added |
| E. Ohman J:or Asset Management AB | 3,700 | $808.4K | 0.04% | 00.0% | Unchanged |
| APG Asset Management N.V. | 3,600 | $803.0K | 0.00% | +900+33.3% | Added |
| Bellwether Advisors, LLC | 3,492 | $762.0K | 0.25% | +1,070+44.2% | Added |
| Intercontinental Wealth Advisors, LLC | 3,465 | $757.0K | 0.24% | +69+2.0% | Added |
| Stelac Advisory Services LLC | 3,460 | $756.0K | 0.34% | +974+39.2% | Added |
| GWM Advisors LLC | 3,421 | $747.0K | 0.01% | +2,071+153.4% | Added |
| Argent Trust Co | 3,413 | $745.0K | 0.05% | −13−0.4% | Reduced |
| XTX Topco Ltd | 3,409 | $745.0K | 0.18% | +3,409 | New |
| Colony Group LLC | 3,400 | $743.0K | 0.01% | −8−0.2% | Reduced |
| MAI Capital Management | 3,319 | $725.0K | 0.01% | +1,277+62.5% | Added |
| Winton Group Ltd | 3,281 | $717.0K | 0.05% | +1,006+44.2% | Added |
| Heritage Wealth Management, LLC | 3,279 | $716.0K | 0.23% | +280+9.3% | Added |
| Independent Advisor Alliance | 3,260 | $712.0K | 0.04% | −95−2.8% | Reduced |
| Bickling Financial Services, Inc. | 3,251 | $711.0K | 0.48% | −23−0.7% | Reduced |
| Man Group plc | 3,241 | $708.0K | 0.00% | – | – |
| Connor, Clark & Lunn Investment Management Ltd. | 3,240 | $708.0K | 0.00% | +3,240 | New |
| Coastal Investment Advisors, Inc. | 3,197 | $698.0K | 0.18% | +3,197 | New |
| American Trust | 3,180 | $695.0K | 0.06% | −761−19.3% | Reduced |
| Mercer Global Advisors Inc | 3,175 | $694.0K | 0.00% | +42+1.3% | Added |
| Manufacturers Life Insurance Company, The | 3,142 | $686.5K | 0.00% | −393−11.1% | Reduced |
| Donoghue Forlines LLC | 3,099 | $677.0K | 0.24% | −495−13.8% | Reduced |
| Assenagon Asset Management S.A. | 2,979 | $651.0K | 0.00% | −26,221−89.8% | Reduced |
| Archer Investment Corp | 2,972 | $649.2K | 0.27% | −201−6.3% | Reduced |
| Ironwood Investment Counsel, LLC | 2,965 | $647.0K | 0.18% | −145−4.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,912 | $636.0K | 0.00% | +2,912 | New |
| BMS Financial Advisors, LLC | 2,859 | $625.0K | 0.44% | +1,067+59.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 2,836 | $620.0K | 0.01% | +301+11.9% | Added |
| Seeyond | 2,769 | $604.0K | 0.07% | +1,179+74.2% | Added |
| IHT Wealth Management, LLC | 2,747 | $600.0K | 0.05% | +423+18.2% | Added |
| Stratos Wealth Partners, LTD. | 2,740 | $599.0K | 0.02% | −4−0.1% | Reduced |
| JSF Financial, LLC | 2,734 | $597.0K | 0.23% | +2,734 | New |
| Jefferies Group LLC | 2,705 | $591.0K | 0.02% | +2,705 | New |
| Cullen/Frost Bankers, Inc. | 2,700 | $590.0K | 0.01% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,236 | $572.0K | 0.07% | +2,236 | New |
| Bessemer Group Inc | 2,610 | $570.0K | 0.00% | +473+22.1% | Added |
| Integrated Investment Consultants, LLC | 2,588 | $565.0K | 0.22% | +558+27.5% | Added |
| Creative Planning | 2,543 | $556.0K | 0.00% | +964+61.1% | Added |
| Prelude Capital Management, LLC | 2,539 | $555.0K | 0.03% | −743−22.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,532 | $553.0K | 0.05% | −777−23.5% | Reduced |
| Abner Herrman & Brock LLC | 2,475 | $541.0K | 0.10% | +2,475 | New |
| Globeflex Capital L P | 2,462 | $538.0K | 0.09% | 00.0% | Unchanged |
| Advisory Research Inc | 2,418 | $528.0K | 0.05% | +835+52.7% | Added |
| Change Path, LLC | 2,404 | $525.0K | 0.03% | +2,404 | New |
| Pittenger & Anderson Inc | 2,390 | $522.0K | 0.03% | −1,155−32.6% | Reduced |
| Wealth Alliance | 2,336 | $510.0K | 0.10% | −48−2.0% | Reduced |
| Fox Run Management, L.L.C. | 2,326 | $508.0K | 0.20% | +2,326 | New |
| New York State Teachers Retirement System | 2,300 | $503.0K | 0.00% | +2,300 | New |
| Ci Investments Inc. | 2,298 | $502.0K | 0.00% | −1,656−41.9% | Reduced |
| London Co of Virginia | 2,270 | $496.0K | 0.00% | −44−1.9% | Reduced |
| Parallel Advisors, LLC | 2,271 | $496.0K | 0.02% | −29−1.3% | Reduced |
| Western Wealth Management, LLC | 2,265 | $496.0K | 0.03% | +649+40.2% | Added |