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 |
|---|---|---|---|---|---|
| Enterprise Financial Services Corp | 2,150 | $464.8K | 0.32% | −15−0.7% | Reduced |
| Moran Wealth Management, LLC | 2,188 | $473.0K | 0.02% | +2,188 | New |
| Laurel Wealth Advisors, Inc. | 2,194 | $474.0K | 0.05% | −1,636−42.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,200 | $475.6K | 0.00% | +2,200 | New |
| Jane Street Group, LLC | 2,201 | $475.8K | 0.00% | −19,715−90.0% | Reduced |
| Schroder Investment Management Group | 2,206 | $476.9K | 0.00% | +2,206 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,237 | $483.6K | 0.04% | −295−11.7% | Reduced |
| Change Path, LLC | 2,248 | $486.0K | 0.03% | −156−6.5% | Reduced |
| Parallel Advisors, LLC | 2,249 | $486.2K | 0.02% | −22−1.0% | Reduced |
| Hillsdale Investment Management Inc. | 2,255 | $487.5K | 0.04% | +2,255 | New |
| Ci Investments Inc. | 2,264 | $489.0K | 0.00% | −34−1.5% | Reduced |
| London Co of Virginia | 2,270 | $490.7K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,291 | $495.0K | 0.01% | +2,291 | New |
| Jump Financial, LLC | 2,329 | $503.5K | 0.03% | +2,329 | New |
| Coastal Investment Advisors, Inc. | 2,356 | $509.3K | 0.12% | −841−26.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,386 | $515.8K | 0.08% | −1,867−43.9% | Reduced |
| Integrated Investment Consultants, LLC | 2,401 | $519.0K | 0.18% | −187−7.2% | Reduced |
| Level Four Advisory Services, LLC | 2,488 | $537.8K | 0.04% | −3,169−56.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,495 | $539.3K | 0.16% | −970−28.0% | Reduced |
| Bessemer Group Inc | 2,583 | $558.0K | 0.00% | −27−1.0% | Reduced |
| Harvest Investment Services, LLC | 2,630 | $568.5K | 0.61% | +1,143+76.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,681 | $579.6K | 0.01% | +2,681 | New |
| BMS Financial Advisors, LLC | 2,690 | $581.5K | 0.39% | −169−5.9% | Reduced |
| Fox Run Management, L.L.C. | 2,714 | $586.7K | 0.24% | +388+16.7% | Added |
| Echo Street Capital Management LLC | 2,720 | $588.0K | 0.01% | +2,720 | New |
| IHT Wealth Management, LLC | 2,734 | $591.1K | 0.04% | −13−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 2,740 | $592.4K | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 2,806 | $603.0K | 0.00% | +1,232+78.3% | Added |
| Axxcess Wealth Management, LLC | 2,807 | $606.8K | 0.05% | −2,132−43.2% | Reduced |
| Manufacturers Life Insurance Company, The | 2,824 | $610.5K | 0.00% | −318−10.1% | Reduced |
| Mercer Global Advisors Inc | 2,844 | $615.0K | 0.00% | −331−10.4% | Reduced |
| Cerity Partners LLC | 2,895 | $625.8K | 0.00% | −2,033−41.3% | Reduced |
| Atria Wealth Solutions, Inc. | 2,900 | $626.8K | 0.01% | +1,506+108.0% | Added |
| XTX Topco Ltd | 2,924 | $632.1K | 0.13% | −485−14.2% | Reduced |
| Archer Investment Corp | 2,972 | $642.4K | 0.25% | 00.0% | Unchanged |
| Versor Investments LP | 2,995 | $647.4K | 0.06% | +2,995 | New |
| Cullen/Frost Bankers, Inc. | 3,000 | $648.5K | 0.01% | +300+11.1% | Added |
| Creative Planning | 3,009 | $650.5K | 0.00% | +466+18.3% | Added |
| State of Alaska, Department of Revenue | 3,162 | $683.0K | 0.01% | +3,162 | New |
| Algert Global LLC | 3,216 | $695.2K | 0.04% | +3,216 | New |
| Seeyond | 3,243 | $701.0K | 0.07% | +474+17.1% | Added |
| Bank of Nova Scotia | 3,245 | $701.5K | 0.00% | −24,187−88.2% | Reduced |
| Glenmede Trust Co NA | 3,246 | $701.7K | 0.00% | +3,246 | New |
| Bickling Financial Services, Inc. | 3,253 | $703.3K | 0.44% | +2+0.1% | Added |
| Ritholtz Wealth Management | 3,324 | $718.5K | 0.04% | −1,055−24.1% | Reduced |
| Toroso Investments, LLC | 3,362 | $727.0K | 0.03% | −3,032−47.4% | Reduced |
| Capula Management Ltd | 3,370 | $728.5K | 0.08% | +3,370 | New |
| Colony Group LLC | 3,409 | $737.0K | 0.01% | +9+0.3% | Added |
| Argent Trust Co | 3,413 | $737.8K | 0.05% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 3,434 | $742.3K | 0.00% | +1,362+65.7% | Added |
| The PNC Financial Services Group, Inc. | 3,440 | $743.7K | 0.00% | −557−13.9% | Reduced |
| Navellier & Associates Inc | 3,540 | $765.2K | 0.16% | −502−12.4% | Reduced |
| Glenview Trust Co | 3,553 | $768.1K | 0.03% | −361−9.2% | Reduced |
| LVW Advisors, LLC | 3,575 | $772.8K | 0.16% | −1,563−30.4% | Reduced |
| Prossimo Advisors, LLC | 3,600 | $778.0K | 1.80% | +3,600 | New |
| Stelac Advisory Services LLC | 3,659 | $791.0K | 0.36% | +199+5.8% | Added |
| Quantinno Capital Management LP | 3,671 | $794.0K | 0.06% | −429−10.5% | Reduced |
| Neo Ivy Capital Management | 3,672 | $794.0K | 0.54% | +3,672 | New |
| Oppenheimer Asset Management Inc. | 3,674 | $794.2K | 0.01% | −2,682−42.2% | Reduced |
| E. Ohman J:or Asset Management AB | 3,700 | $799.8K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 3,775 | $816.0K | 0.28% | −10−0.3% | Reduced |
| Sawtooth Solutions, LLC | 3,796 | $820.6K | 0.11% | −7−0.2% | Reduced |
| MAI Capital Management | 3,806 | $822.7K | 0.01% | +487+14.7% | Added |
| Cornercap Investment Counsel Inc | 3,809 | $823.4K | 0.14% | +3,809 | New |
| Alera Investment Advisors, LLC | 3,853 | $832.9K | 0.20% | −20−0.5% | Reduced |
| Bokf, NA | 3,883 | $839.4K | 0.02% | −8,614−68.9% | Reduced |
| Pittenger & Anderson Inc | 3,900 | $843.1K | 0.05% | +1,510+63.2% | Added |
| Aigen Investment Management, LP | 3,909 | $845.0K | 0.12% | +3,909 | New |
| Mackenzie Financial Corp | 3,945 | $852.8K | 0.00% | −273−6.5% | Reduced |
| Baird Financial Group, Inc. | 4,019 | $868.0K | 0.00% | −677−14.4% | Reduced |
| SkyView Investment Advisors, LLC | 4,040 | $873.0K | 0.26% | +15+0.4% | Added |
| Two Sigma Investments, LP | 4,100 | $886.3K | 0.00% | +4,100 | New |
| Vestcor Inc | 4,105 | $887.0K | 0.03% | +2,221+117.9% | Added |
| TrimTabs Asset Management, LLC | 4,143 | $895.6K | 0.58% | −2,142−34.1% | Reduced |
| Raymond James Trust N.A. | 4,149 | $897.0K | 0.03% | −687−14.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 4,166 | $901.0K | 0.01% | −2,120−33.7% | Reduced |
| Advisor OS, LLC | 4,292 | $927.8K | 0.25% | −1,595−27.1% | Reduced |
| Ethic Inc. | 4,294 | $928.3K | 0.05% | +462+12.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,297 | $928.9K | 0.02% | +4,297 | New |
| HighTower Advisors, LLC | 4,320 | $935.0K | 0.00% | +298+7.4% | Added |
| Brown Brothers Harriman & Co | 4,354 | $941.2K | 0.01% | −534−10.9% | Reduced |
| Bleakley Financial Group, LLC | 4,526 | $978.4K | 0.03% | +4,526 | New |
| Proequities, Inc. | 4,584 | $990.9K | 0.08% | −300−6.1% | Reduced |
| Crossmark Global Holdings, Inc. | 4,708 | $1.02M | 0.03% | +4,708 | New |
| Hamilton Capital Partners Inc. | 4,748 | $1.03M | 0.44% | +4,748 | New |
| M&T Bank Corp | 4,812 | $1.04M | 0.00% | −52−1.1% | Reduced |
| MetLife Investment Management | 4,813 | $1.04M | 0.01% | −127−2.6% | Reduced |
| Shell Asset Management Co | 4,850 | $1.05M | 0.05% | −1,179−19.6% | Reduced |
| Financial Advocates Investment Management | 5,020 | $1.09M | 0.08% | −795−13.7% | Reduced |
| Oliver Luxxe Assets LLC | 5,155 | $1.11M | 0.31% | +19+0.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,198 | $1.12M | 0.00% | −261−4.8% | Reduced |
| Heritage Wealth Management, LLC | 5,225 | $1.13M | 0.16% | +1,946+59.3% | Added |
| Jefferies Financial Group Inc. | 5,285 | $1.14M | 0.02% | +5,285 | New |
| STRS Ohio | 5,315 | $1.15M | 0.01% | +961+22.1% | Added |
| Snowden Capital Advisors LLC | 5,339 | $1.15M | 0.05% | +3,076+135.9% | Added |
| Cumberland Partners Ltd | 5,500 | $1.19M | 0.13% | +1,000+22.2% | Added |
| Pearl River Capital, LLC | 5,528 | $1.19M | 0.20% | +5,528 | New |
| Aureus Asset Management, LLC | 5,545 | $1.20M | 0.10% | −360−6.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,585 | $1.21M | 0.47% | +199+3.7% | Added |
| F/M Investments LLC | 5,632 | $1.22M | 1.47% | +5,632 | New |