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, Q4 2022
Institutional positions in LPL Financial Holdings Inc. as of Dec 31, 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
- 632
- +61 vs. Q3 2022
- Shares held
- 76.5M
- −1.54M (−2.0%) vs. Q3 2022
- Total value
- $16.5B
- −$533.4M (−3.1%) vs. Q3 2022
- New holders
- 122
- 198 more added
- Sold out
- 61
- 263 more reduced
12 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,568,439 | $1.64B | 0.04% | +447,420+6.3% | Added |
| BlackRock Inc. | 6,292,308 | $1.36B | 0.04% | +1,456,028+30.1% | Added |
| Janus Henderson Group PLC | 3,462,824 | $748.6M | 0.53% | −2,314,268−40.1% | Reduced |
| WCM Investment Management, LLC | 2,556,276 | $552.6M | 1.84% | +161,784+6.8% | Added |
| FMR LLC | 2,220,463 | $480.0M | 0.05% | +53,472+2.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,018,836 | $436.4M | 1.36% | −686,659−25.4% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,007,322 | $433.9M | 4.14% | +26,960+1.4% | Added |
| Capital Research Global Investors | 1,767,756 | $382.1M | 0.12% | −996,795−36.1% | Reduced |
| State Street Corp | 1,639,477 | $354.4M | 0.02% | +5,964+0.4% | Added |
| Wellington Management Group LLP | 1,524,273 | $329.5M | 0.07% | −898,422−37.1% | Reduced |
| Clarkston Capital Partners, LLC | 1,471,471 | $318.1M | 6.00% | −389,247−20.9% | Reduced |
| Samlyn Capital, LLC | 1,392,515 | $301.0M | 5.90% | −224,754−13.9% | Reduced |
| Alliancebernstein L.P. | 1,348,036 | $291.4M | 0.13% | −337,424−20.0% | Reduced |
| Geode Capital Management, LLC | 1,325,660 | $286.3M | 0.04% | +212,183+19.1% | Added |
| Egerton Capital (UK) LLP | 1,228,244 | $265.5M | 2.28% | +13,720+1.1% | Added |
| JPMorgan Chase & Co | 1,209,044 | $261.4M | 0.04% | −290,771−19.4% | Reduced |
| Nuveen Asset Management, LLC | 1,077,619 | $232.9M | 0.09% | −34,693−3.1% | Reduced |
| Norges Bank | 1,007,537 | $217.8M | 0.05% | +238,845+31.1% | Added |
| Goldman Sachs Group Inc | 978,492 | $211.5M | 0.06% | +457,596+87.8% | Added |
| Eagle Asset Management Inc | 922,287 | $200.3M | 1.23% | −584,489−38.8% | Reduced |
| D. E. Shaw & Co., Inc. | 825,870 | $178.5M | 0.30% | +750,254+992.2% | Added |
| Dimensional Fund Advisors LP | 806,393 | $174.3M | 0.06% | −88,090−9.8% | Reduced |
| GQG Partners LLC | 793,926 | $171.6M | 0.46% | +793,926 | New |
| Millennium Management LLC | 733,703 | $158.6M | 0.18% | +333,987+83.6% | Added |
| Standard Life Aberdeen plc | 702,589 | $151.9M | 0.41% | +15,475+2.3% | Added |
| Morgan Stanley | 694,425 | $150.1M | 0.02% | +239,867+52.8% | Added |
| Invesco Ltd. | 672,036 | $145.3M | 0.04% | −994,890−59.7% | Reduced |
| Voya Investment Management LLC | 643,843 | $139.2M | 0.16% | −127,121−16.5% | Reduced |
| Bank of New York Mellon Corp | 600,467 | $129.8M | 0.03% | −114,908−16.1% | Reduced |
| Southpoint Capital Advisors LP | 600,000 | $129.7M | 3.35% | −75,000−11.1% | Reduced |
| Darlington Partners Capital Management, LP | 598,994 | $129.5M | 11.82% | −65,361−9.8% | Reduced |
| Westfield Capital Management Co LP | 582,784 | $126.0M | 0.97% | −106,148−15.4% | Reduced |
| Jackson Square Partners, LLC | 542,431 | $117.3M | 3.13% | −89,425−14.2% | Reduced |
| Fairview Capital Investment Management, LLC | 534,715 | $115.6M | 7.91% | −9,966−1.8% | Reduced |
| Artisan Partners Limited Partnership | 533,453 | $115.3M | 0.20% | −408,127−43.3% | Reduced |
| Capital World Investors | 504,494 | $109.1M | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 498,567 | $107.8M | 0.03% | +19,325+4.0% | Added |
| First Pacific Advisors, LP | 497,118 | $107.5M | 1.65% | −60,807−10.9% | Reduced |
| Citadel Advisors LLC | 494,118 | $106.8M | 0.12% | +192,455+63.8% | Added |
| Allspring Global Investments Holdings, LLC | 464,943 | $100.5M | 0.17% | −123,941−21.0% | Reduced |
| Northern Trust Corp | 463,476 | $100.2M | 0.02% | +13,311+3.0% | Added |
| American Century Companies Inc | 451,806 | $97.7M | 0.08% | −46,109−9.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 451,701 | $97.6M | 0.66% | +306,507+211.1% | Added |
| Agf Management Ltd | 440,183 | $95.2M | 0.69% | +440,183 | New |
| Eminence Capital, LP | 437,579 | $94.6M | 1.76% | +208,440+91.0% | Added |
| Price T Rowe Associates Inc | 435,371 | $94.1M | 0.02% | +147,098+51.0% | Added |
| Wells Fargo & Company | 432,564 | $93.5M | 0.03% | −145,212−25.1% | Reduced |
| Deutsche Bank AG | 430,124 | $93.0M | 0.05% | +172,295+66.8% | Added |
| Bank of America Corp | 414,908 | $89.7M | 0.01% | −6,665−1.6% | Reduced |
| Argent Capital Management LLC | 377,413 | $81.6M | 2.94% | −15,808−4.0% | Reduced |
| Raymond James & Associates | 365,832 | $79.1M | 0.07% | −39,858−9.8% | Reduced |
| Artemis Investment Management LLP | 355,638 | $77.1M | 0.87% | −84,420−19.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 354,710 | $76.7M | 0.92% | −1,749−0.5% | Reduced |
| Junto Capital Management LP | 345,768 | $74.7M | 2.12% | −58,790−14.5% | Reduced |
| Legal & General Group Plc | 334,307 | $72.3M | 0.03% | +27,717+9.0% | Added |
| UBS Asset Management Americas Inc | 280,717 | $60.7M | 0.03% | +55,589+24.7% | Added |
| Man Group plc | 279,721 | $60.5M | 0.22% | +276,480+8,530.7% | Added |
| Balyasny Asset Management LLC | 271,913 | $58.8M | 0.21% | +270,490+19,008.4% | Added |
| Victory Capital Management Inc | 270,028 | $58.4M | 0.07% | −2,534−0.9% | Reduced |
| Assenagon Asset Management S.A. | 269,796 | $58.3M | 0.24% | +266,817+8,956.6% | Added |
| Frontier Capital Management Co LLC | 264,391 | $57.2M | 0.62% | −404,108−60.5% | Reduced |
| Qube Research & Technologies Ltd | 264,260 | $57.1M | 0.34% | +137,187+108.0% | Added |
| Susquehanna International Group, LLP | 261,615 | $56.6M | 0.11% | −107,175−29.1% | Reduced |
| Azora Capital LP | 259,305 | $56.1M | 9.53% | +31,566+13.9% | Added |
| Envestnet Asset Management Inc | 253,083 | $54.7M | 0.03% | −16,914−6.3% | Reduced |
| Bank of Montreal | 225,518 | $48.8M | 0.04% | +218,005+2,901.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 221,670 | $47.9M | 0.04% | −2,376−1.1% | Reduced |
| FIL Ltd | 219,744 | $47.5M | 0.06% | −50,725−18.8% | Reduced |
| SEI Investments Co | 207,329 | $44.8M | 0.10% | −71,579−25.7% | Reduced |
| Franklin Resources Inc | 205,356 | $44.4M | 0.02% | +108,645+112.3% | Added |
| Commerce Bank | 198,229 | $42.9M | 0.35% | +1,536+0.8% | Added |
| CIBC Asset Management Inc | 190,240 | $41.1M | 0.17% | −18,629−8.9% | Reduced |
| Epoch Investment Partners, Inc. | 190,099 | $41.1M | 0.25% | −102,365−35.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 188,333 | $40.7M | 0.12% | +95,108+102.0% | Added |
| California Public Employees Retirement System | 186,676 | $40.4M | 0.03% | +3,973+2.2% | Added |
| Primecap Management Co | 183,600 | $39.7M | 0.04% | −79,700−30.3% | Reduced |
| Cornerstone Investment Partners, LLC | 182,972 | $39.6M | 2.54% | −940−0.5% | Reduced |
| TD Asset Management Inc | 180,619 | $39.0M | 0.05% | −90,594−33.4% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 171,570 | $37.1M | 0.63% | −12,461−6.8% | Reduced |
| Russell Investments Group, Ltd. | 163,470 | $35.3M | 0.07% | +26,746+19.6% | Added |
| Trillium Asset Management, LLC | 163,224 | $35.3M | 1.09% | −20,158−11.0% | Reduced |
| Cookson Peirce & Co Inc | 162,588 | $35.1M | 2.29% | +975+0.6% | Added |
| First Trust Advisors LP | 161,895 | $35.0M | 0.04% | +45,005+38.5% | Added |
| Royal Bank of Canada | 160,334 | $34.7M | 0.01% | −21,811−12.0% | Reduced |
| Amundi | 152,964 | $33.8M | 0.02% | +69,710+83.7% | Added |
| Employees Retirement System of Texas | 155,734 | $33.7M | 0.49% | +7,734+5.2% | Added |
| Credit Suisse AG | 150,144 | $32.5M | 0.03% | +39,138+35.3% | Added |
| California State Teachers Retirement System | 134,856 | $29.2M | 0.05% | +2,898+2.2% | Added |
| BNP Paribas Arbitrage, SA | 128,932 | $27.9M | 0.07% | +41,660+47.7% | Added |
| Cramer Rosenthal McGlynn LLC | 126,795 | $27.4M | 1.21% | −68,435−35.1% | Reduced |
| Voloridge Investment Management, LLC | 123,541 | $26.7M | 0.15% | +123,541 | New |
| National Pension Service | 118,700 | $25.7M | 0.05% | −400−0.3% | Reduced |
| Walleye Capital LLC | 112,125 | $24.2M | 0.53% | +73,793+192.5% | Added |
| Stifel Financial Corp | 111,080 | $24.0M | 0.04% | −33,320−23.1% | Reduced |
| William Blair Investment Management, LLC | 108,703 | $23.5M | 0.09% | −7,246−6.2% | Reduced |
| Federated Hermes, Inc. | 108,068 | $23.4M | 0.06% | −15,528−12.6% | Reduced |
| Canada Pension Plan Investment Board | 98,045 | $21.2M | 0.04% | +29,480+43.0% | Added |
| Pinebridge Investments, L.P. | 96,710 | $20.9M | 0.25% | −2,211−2.2% | Reduced |
| State Board of Administration of Florida Retirement System | 96,449 | $20.8M | 0.05% | +3,610+3.9% | Added |
| Korea Investment CORP | 94,107 | $20.3M | 0.06% | +65,983+234.6% | Added |