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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 51,440 | $11.1M | 0.02% | −2,864−5.3% | Reduced |
| Truist Financial Corp | 52,123 | $11.3M | 0.02% | −3,061−5.5% | Reduced |
| PFS Investments Inc. | 54,612 | $11.8M | 0.22% | +4,488+9.0% | Added |
| Great West Life Assurance Co | 56,582 | $12.3M | 0.03% | +18,327+47.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 60,489 | $13.1M | 0.03% | +9,825+19.4% | Added |
| Iridian Asset Management LLC | 60,567 | $13.1M | 1.26% | −29,728−32.9% | Reduced |
| Comerica Bank | 58,942 | $13.7M | 0.11% | +6,004+11.3% | Added |
| Candriam Luxembourg S.C.A. | 64,043 | $13.8M | 0.09% | +43,760+215.7% | Added |
| Barclays PLC | 65,290 | $14.1M | 0.01% | −12,318−15.9% | Reduced |
| Teacher Retirement System of Texas | 66,154 | $14.3M | 0.10% | +54,731+479.1% | Added |
| Boston Partners | 66,744 | $14.4M | 0.02% | +50.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 67,780 | $14.7M | 0.07% | +41,781+160.7% | Added |
| HRT Financial LP | 68,604 | $14.8M | 0.21% | −248,838−78.4% | Reduced |
| Twinbeech Capital LP | 70,089 | $15.2M | 0.29% | +70,089 | New |
| GCM Grosvenor Holdings, LLC | 71,000 | $15.3M | 3.92% | +30,000+73.2% | Added |
| Fort Washington Investment Advisors Inc | 71,314 | $15.4M | 0.12% | −44,659−38.5% | Reduced |
| Reinhart Partners, Inc. | 72,519 | $15.7M | 0.85% | −2,684−3.6% | Reduced |
| Phase 2 Partners, LLC | 74,111 | $16.0M | 7.23% | +37,777+104.0% | Added |
| Caisse de Depot Et Placement du Quebec | 74,296 | $16.1M | 0.05% | +67,423+981.0% | Added |
| Citigroup Inc | 74,578 | $16.1M | 0.02% | +21,778+41.2% | Added |
| Thornburg Investment Management Inc | 75,583 | $16.4M | 0.28% | −15,652−17.2% | Reduced |
| Sirios Capital Management L P | 75,779 | $16.4M | 3.02% | −23,041−23.3% | Reduced |
| LPL Financial LLC | 75,783 | $16.4M | 0.01% | +11,201+17.3% | Added |
| Cinctive Capital Management LP | 76,111 | $16.5M | 0.85% | +76,111 | New |
| Engle Capital Management, L.P. | 80,000 | $17.3M | 7.78% | −97,000−54.8% | Reduced |
| AQR Capital Management LLC | 81,359 | $17.5M | 0.04% | −9,626−10.6% | Reduced |
| Storebrand Asset Management AS | 81,839 | $17.7M | 0.10% | +53,061+184.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 82,679 | $17.9M | 0.06% | +18,708+29.2% | Added |
| Rhumbline Advisers | 89,504 | $19.3M | 0.03% | +5,011+5.9% | Added |
| Avalon Investment & Advisory | 89,954 | $19.4M | 0.55% | +13,157+17.1% | Added |
| Virginia Retirement Systems Et Al | 90,800 | $19.6M | 0.20% | −3,000−3.2% | Reduced |
| New York State Common Retirement Fund | 92,670 | $20.0M | 0.03% | −29,531−24.2% | Reduced |
| Korea Investment CORP | 94,107 | $20.3M | 0.06% | +65,983+234.6% | Added |
| State Board of Administration of Florida Retirement System | 96,449 | $20.8M | 0.05% | +3,610+3.9% | Added |
| Pinebridge Investments, L.P. | 96,710 | $20.9M | 0.25% | −2,211−2.2% | Reduced |
| Canada Pension Plan Investment Board | 98,045 | $21.2M | 0.04% | +29,480+43.0% | Added |
| Federated Hermes, Inc. | 108,068 | $23.4M | 0.06% | −15,528−12.6% | Reduced |
| William Blair Investment Management, LLC | 108,703 | $23.5M | 0.09% | −7,246−6.2% | Reduced |
| Stifel Financial Corp | 111,080 | $24.0M | 0.04% | −33,320−23.1% | Reduced |
| Walleye Capital LLC | 112,125 | $24.2M | 0.53% | +73,793+192.5% | Added |
| National Pension Service | 118,700 | $25.7M | 0.05% | −400−0.3% | Reduced |
| Voloridge Investment Management, LLC | 123,541 | $26.7M | 0.15% | +123,541 | New |
| Cramer Rosenthal McGlynn LLC | 126,795 | $27.4M | 1.21% | −68,435−35.1% | Reduced |
| BNP Paribas Arbitrage, SA | 128,932 | $27.9M | 0.07% | +41,660+47.7% | Added |
| California State Teachers Retirement System | 134,856 | $29.2M | 0.05% | +2,898+2.2% | Added |
| Credit Suisse AG | 150,144 | $32.5M | 0.03% | +39,138+35.3% | Added |
| Employees Retirement System of Texas | 155,734 | $33.7M | 0.49% | +7,734+5.2% | Added |
| Amundi | 152,964 | $33.8M | 0.02% | +69,710+83.7% | Added |
| Royal Bank of Canada | 160,334 | $34.7M | 0.01% | −21,811−12.0% | Reduced |
| First Trust Advisors LP | 161,895 | $35.0M | 0.04% | +45,005+38.5% | Added |
| Cookson Peirce & Co Inc | 162,588 | $35.1M | 2.29% | +975+0.6% | Added |
| Trillium Asset Management, LLC | 163,224 | $35.3M | 1.09% | −20,158−11.0% | Reduced |
| Russell Investments Group, Ltd. | 163,470 | $35.3M | 0.07% | +26,746+19.6% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 171,570 | $37.1M | 0.63% | −12,461−6.8% | Reduced |
| TD Asset Management Inc | 180,619 | $39.0M | 0.05% | −90,594−33.4% | Reduced |
| Cornerstone Investment Partners, LLC | 182,972 | $39.6M | 2.54% | −940−0.5% | Reduced |
| Primecap Management Co | 183,600 | $39.7M | 0.04% | −79,700−30.3% | Reduced |
| California Public Employees Retirement System | 186,676 | $40.4M | 0.03% | +3,973+2.2% | Added |
| Robeco Institutional Asset Management B.V. | 188,333 | $40.7M | 0.12% | +95,108+102.0% | Added |
| Epoch Investment Partners, Inc. | 190,099 | $41.1M | 0.25% | −102,365−35.0% | Reduced |
| CIBC Asset Management Inc | 190,240 | $41.1M | 0.17% | −18,629−8.9% | Reduced |
| Commerce Bank | 198,229 | $42.9M | 0.35% | +1,536+0.8% | Added |
| Franklin Resources Inc | 205,356 | $44.4M | 0.02% | +108,645+112.3% | Added |
| SEI Investments Co | 207,329 | $44.8M | 0.10% | −71,579−25.7% | Reduced |
| FIL Ltd | 219,744 | $47.5M | 0.06% | −50,725−18.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 221,670 | $47.9M | 0.04% | −2,376−1.1% | Reduced |
| Bank of Montreal | 225,518 | $48.8M | 0.04% | +218,005+2,901.7% | Added |
| Envestnet Asset Management Inc | 253,083 | $54.7M | 0.03% | −16,914−6.3% | Reduced |
| Azora Capital LP | 259,305 | $56.1M | 9.53% | +31,566+13.9% | Added |
| Susquehanna International Group, LLP | 261,615 | $56.6M | 0.11% | −107,175−29.1% | Reduced |
| Qube Research & Technologies Ltd | 264,260 | $57.1M | 0.34% | +137,187+108.0% | Added |
| Frontier Capital Management Co LLC | 264,391 | $57.2M | 0.62% | −404,108−60.5% | Reduced |
| Assenagon Asset Management S.A. | 269,796 | $58.3M | 0.24% | +266,817+8,956.6% | Added |
| Victory Capital Management Inc | 270,028 | $58.4M | 0.07% | −2,534−0.9% | Reduced |
| Balyasny Asset Management LLC | 271,913 | $58.8M | 0.21% | +270,490+19,008.4% | Added |
| Man Group plc | 279,721 | $60.5M | 0.22% | +276,480+8,530.7% | Added |
| UBS Asset Management Americas Inc | 280,717 | $60.7M | 0.03% | +55,589+24.7% | Added |
| Legal & General Group Plc | 334,307 | $72.3M | 0.03% | +27,717+9.0% | Added |
| Junto Capital Management LP | 345,768 | $74.7M | 2.12% | −58,790−14.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 354,710 | $76.7M | 0.92% | −1,749−0.5% | Reduced |
| Artemis Investment Management LLP | 355,638 | $77.1M | 0.87% | −84,420−19.2% | Reduced |
| Raymond James & Associates | 365,832 | $79.1M | 0.07% | −39,858−9.8% | Reduced |
| Argent Capital Management LLC | 377,413 | $81.6M | 2.94% | −15,808−4.0% | Reduced |
| Bank of America Corp | 414,908 | $89.7M | 0.01% | −6,665−1.6% | Reduced |
| Deutsche Bank AG | 430,124 | $93.0M | 0.05% | +172,295+66.8% | Added |
| Wells Fargo & Company | 432,564 | $93.5M | 0.03% | −145,212−25.1% | Reduced |
| Price T Rowe Associates Inc | 435,371 | $94.1M | 0.02% | +147,098+51.0% | Added |
| Eminence Capital, LP | 437,579 | $94.6M | 1.76% | +208,440+91.0% | Added |
| Agf Management Ltd | 440,183 | $95.2M | 0.69% | +440,183 | New |
| Jacobs Levy Equity Management, Inc | 451,701 | $97.6M | 0.66% | +306,507+211.1% | Added |
| American Century Companies Inc | 451,806 | $97.7M | 0.08% | −46,109−9.3% | Reduced |
| Northern Trust Corp | 463,476 | $100.2M | 0.02% | +13,311+3.0% | Added |
| Allspring Global Investments Holdings, LLC | 464,943 | $100.5M | 0.17% | −123,941−21.0% | Reduced |
| Citadel Advisors LLC | 494,118 | $106.8M | 0.12% | +192,455+63.8% | Added |
| First Pacific Advisors, LP | 497,118 | $107.5M | 1.65% | −60,807−10.9% | Reduced |
| Charles Schwab Investment Management Inc | 498,567 | $107.8M | 0.03% | +19,325+4.0% | Added |
| Capital World Investors | 504,494 | $109.1M | 0.02% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 533,453 | $115.3M | 0.20% | −408,127−43.3% | Reduced |
| Fairview Capital Investment Management, LLC | 534,715 | $115.6M | 7.91% | −9,966−1.8% | Reduced |
| Jackson Square Partners, LLC | 542,431 | $117.3M | 3.13% | −89,425−14.2% | Reduced |