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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 2,263 | $494.0K | 0.02% | −1,225−35.1% | Reduced |
| Prudential PLC | 2,209 | $483.0K | 0.01% | +262+13.5% | Added |
| Leuthold Group, LLC | 2,169 | $474.0K | 0.07% | −576−21.0% | Reduced |
| Enterprise Financial Services Corp | 2,165 | $473.0K | 0.35% | −1,204−35.7% | Reduced |
| Maven Securities LTD | 2,100 | $459.0K | 0.02% | −3,300−61.1% | Reduced |
| Greenleaf Trust | 2,096 | $458.0K | 0.01% | −22−1.0% | Reduced |
| Pzena Investment Management LLC | 2,072 | $453.0K | 0.00% | 00.0% | Unchanged |
| Intrust Bank NA | 2,073 | $453.0K | 0.07% | +287+16.1% | Added |
| Ieq Capital, LLC | 2,075 | $453.0K | 0.01% | +375+22.1% | Added |
| Davenport & Co LLC | 2,061 | $450.0K | 0.00% | +438+27.0% | Added |
| BTC Capital Management, Inc. | 1,997 | $436.0K | 0.06% | −43−2.1% | Reduced |
| National Asset Management, Inc. | 1,978 | $433.0K | 0.01% | +304+18.2% | Added |
| Zeke Capital Advisors, LLC | 1,954 | $427.0K | 0.03% | −402−17.1% | Reduced |
| Edgestream Partners, L.P. | 1,920 | $419.0K | 0.03% | +1,920 | New |
| Phoenix Holdings Ltd. | 1,911 | $418.0K | 0.01% | −1,791−48.4% | Reduced |
| Virtu Financial LLC | 1,911 | $417.0K | 0.04% | +1,911 | New |
| Legacy Wealth Planning, LLC | 1,901 | $415.0K | 0.69% | +20+1.1% | Added |
| American Portfolios Advisors | 1,898 | $414.7K | 0.02% | +105+5.9% | Added |
| Ssi Investment Management LLC | 1,889 | $413.0K | 0.03% | +5+0.3% | Added |
| Vestcor Inc | 1,884 | $412.0K | 0.02% | +20+1.1% | Added |
| Redpoint Investment Management Pty Ltd | 1,829 | $400.0K | 0.06% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,800 | $393.0K | 0.04% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,775 | $388.0K | 0.08% | −24−1.3% | Reduced |
| AXA S.A. | 1,745 | $381.2K | 0.00% | +1,745 | New |
| MONECO Advisors, LLC | 1,712 | $374.0K | 0.15% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 1,695 | $370.0K | 0.01% | −354−17.3% | Reduced |
| Corient Capital Partners, LLC | 2,007 | $370.0K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,694 | $370.0K | 0.01% | +327+23.9% | Added |
| Merit Financial Group, LLC | 1,618 | $354.0K | 0.02% | −271−14.3% | Reduced |
| Pennsylvania Capital Management Inc | 1,572 | $343.0K | 0.19% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 1,571 | $343.0K | 0.19% | +69+4.6% | Added |
| Thrivent Financial for Lutherans | 1,574 | $341.0K | 0.00% | +1,574 | New |
| First Hawaiian Bank | 1,554 | $340.0K | 0.01% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 1,532 | $335.0K | 0.14% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 1,479 | $334.0K | 0.27% | −195−11.6% | Reduced |
| Quantamental Technologies LLC | 1,493 | $326.0K | 0.13% | +1,493 | New |
| CAPROCK Group, Inc. | 1,489 | $325.0K | 0.03% | +2+0.1% | Added |
| Harvest Investment Services, LLC | 1,487 | $324.0K | 0.40% | −1,171−44.1% | Reduced |
| HMS Capital Management, LLC | 1,469 | $321.0K | 0.19% | +1,469 | New |
| Simplex Trading, LLC | 1,455 | $317.0K | 0.01% | −1,910−56.8% | Reduced |
| Balyasny Asset Management LLC | 1,423 | $311.0K | 0.00% | −76,431−98.2% | Reduced |
| Future Fund LLC | 1,398 | $305.0K | 0.61% | −52−3.6% | Reduced |
| Atria Wealth Solutions, Inc. | 1,394 | $304.7K | 0.01% | −206−12.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,375 | $300.0K | 0.09% | +515+59.9% | Added |
| Thrive Wealth Management, LLC | 1,341 | $293.0K | 0.10% | +1,341 | New |
| Vontobel Holding Ltd. | 1,329 | $290.0K | 0.00% | +1,329 | New |
| Symmetry Partners, LLC | 1,324 | $289.0K | 0.02% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,319 | $288.0K | 0.19% | +1,319 | New |
| Umb Bank N A | 1,267 | $277.0K | 0.00% | −596−32.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1,270 | $277.0K | 0.00% | −23−1.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,265 | $277.0K | 0.03% | +39+3.2% | Added |
| Nisa Investment Advisors, LLC | 1,080 | $272.0K | 0.00% | −5,451−83.5% | Reduced |
| American International Group, Inc. | 1,247 | $272.0K | 0.00% | +4+0.3% | Added |
| M&G Investment Management Ltd | 1,238 | $270.0K | 0.00% | +1,238 | New |
| Wetherby Asset Management Inc | 1,215 | $265.0K | 0.02% | −13−1.1% | Reduced |
| Presidio Capital Management, LLC | 1,198 | $262.0K | 0.28% | +97+8.8% | Added |
| Great Diamond Partners, LLC | 1,191 | $260.0K | 0.09% | −2−0.2% | Reduced |
| XML Financial, LLC | 1,178 | $257.0K | 0.04% | +2+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,167 | $256.0K | 0.00% | −26,502−95.8% | Reduced |
| Picton Mahoney Asset Management | 1,175 | $256.0K | 0.01% | −22,110−95.0% | Reduced |
| Brookstone Capital Management | 1,056 | $254.0K | 0.01% | +1,056 | New |
| YHB Investment Advisors, Inc. | 1,154 | $252.0K | 0.03% | −626−35.2% | Reduced |
| DGS Capital Management, LLC | 1,152 | $251.7K | 0.17% | +41+3.7% | Added |
| Apollon Wealth Management, LLC | 1,149 | $251.0K | 0.02% | +18+1.6% | Added |
| Two Sigma Securities, LLC | 1,127 | $246.0K | 0.04% | −139−11.0% | Reduced |
| Prospera Financial Services Inc | 1,098 | $240.0K | 0.01% | −6,266−85.1% | Reduced |
| Graham Capital Management, L.P. | 1,103 | $240.0K | 0.01% | +1,103 | New |
| Lindbrook Capital, LLC | 1,056 | $231.0K | 0.04% | −54−4.9% | Reduced |
| Signaturefd, LLC | 1,050 | $229.0K | 0.01% | −76−6.7% | Reduced |
| CWM, LLC | 1,018 | $222.0K | 0.00% | +80+8.5% | Added |
| MJP Associates Inc | 1,010 | $221.0K | 0.07% | +1,010 | New |
| ACT Advisors, LLC. | 1,002 | $219.0K | 0.15% | +1,002 | New |
| Forum Financial Management, LP | 1,004 | $219.0K | 0.01% | +1,004 | New |
| Ergoteles LLC | 993 | $217.0K | 0.01% | +993 | New |
| Kestra Private Wealth Services, LLC | 989 | $216.0K | 0.01% | −4,104−80.6% | Reduced |
| SRS Capital Advisors, Inc. | 971 | $212.0K | 0.03% | −54−5.3% | Reduced |
| Guggenheim Capital LLC | 956 | $209.0K | 0.00% | −970−50.4% | Reduced |
| Elgethun Capital Management | 958 | $209.0K | 0.08% | +958 | New |
| Gladstone Institutional Advisory LLC | 953 | $208.0K | 0.02% | +953 | New |
| Zacks Investment Management | 930 | $203.0K | 0.00% | +930 | New |
| Checchi Capital Advisers, LLC | 929 | $203.0K | 0.02% | +929 | New |
| Koshinski Asset Management, Inc. | 929 | $203.0K | 0.02% | +929 | New |
| Belpointe Asset Management LLC | 901 | $197.0K | 0.01% | +20+2.3% | Added |
| TSFG, LLC | 858 | $187.0K | 0.09% | +1+0.1% | Added |
| Global Retirement Partners, LLC | 684 | $175.0K | 0.01% | −75−9.9% | Reduced |
| Ossiam | 763 | $167.0K | 0.00% | +763 | New |
| SG Americas Securities, LLC | 742 | $162.0K | 0.00% | −19,390−96.3% | Reduced |
| Rockefeller Capital Management L.P. | 736 | $160.0K | 0.00% | −61−7.7% | Reduced |
| Toth Financial Advisory Corp | 666 | $146.0K | 0.03% | +6+0.9% | Added |
| Quent Capital, LLC | 665 | $145.0K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 655 | $143.1K | 0.15% | 00.0% | Unchanged |
| 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 |
| Eagle Bay Advisors LLC | 577 | $126.0K | 0.08% | −216−27.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 542 | $118.0K | 0.00% | −116−17.6% | Reduced |
| Wipfli Financial Advisors LLC, | 530 | $116.0K | 0.01% | +530 | New |
| Quadrant Capital Group LLC | 527 | $115.0K | 0.02% | −68−11.4% | Reduced |
| First Horizon Advisors, Inc. | 520 | $113.0K | 0.00% | −71−12.0% | Reduced |
| Counterpoint Mutual Funds LLC | 500 | $109.0K | 0.27% | +500 | New |
| Selective Wealth Management, Inc. | 500 | $109.0K | 0.05% | +500 | New |