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 |
|---|---|---|---|---|---|
| Westfield Capital Management Co LP | 582,784 | $126.0M | 0.97% | −106,148−15.4% | Reduced |
| Darlington Partners Capital Management, LP | 598,994 | $129.5M | 11.82% | −65,361−9.8% | Reduced |
| Southpoint Capital Advisors LP | 600,000 | $129.7M | 3.35% | −75,000−11.1% | Reduced |
| Bank of New York Mellon Corp | 600,467 | $129.8M | 0.03% | −114,908−16.1% | Reduced |
| Voya Investment Management LLC | 643,843 | $139.2M | 0.16% | −127,121−16.5% | Reduced |
| Invesco Ltd. | 672,036 | $145.3M | 0.04% | −994,890−59.7% | Reduced |
| Morgan Stanley | 694,425 | $150.1M | 0.02% | +239,867+52.8% | Added |
| Standard Life Aberdeen plc | 702,589 | $151.9M | 0.41% | +15,475+2.3% | Added |
| Millennium Management LLC | 733,703 | $158.6M | 0.18% | +333,987+83.6% | Added |
| GQG Partners LLC | 793,926 | $171.6M | 0.46% | +793,926 | New |
| Dimensional Fund Advisors LP | 806,393 | $174.3M | 0.06% | −88,090−9.8% | Reduced |
| D. E. Shaw & Co., Inc. | 825,870 | $178.5M | 0.30% | +750,254+992.2% | Added |
| Eagle Asset Management Inc | 922,287 | $200.3M | 1.23% | −584,489−38.8% | Reduced |
| Goldman Sachs Group Inc | 978,492 | $211.5M | 0.06% | +457,596+87.8% | Added |
| Norges Bank | 1,007,537 | $217.8M | 0.05% | +238,845+31.1% | Added |
| Nuveen Asset Management, LLC | 1,077,619 | $232.9M | 0.09% | −34,693−3.1% | Reduced |
| JPMorgan Chase & Co | 1,209,044 | $261.4M | 0.04% | −290,771−19.4% | Reduced |
| Egerton Capital (UK) LLP | 1,228,244 | $265.5M | 2.28% | +13,720+1.1% | Added |
| Geode Capital Management, LLC | 1,325,660 | $286.3M | 0.04% | +212,183+19.1% | Added |
| Alliancebernstein L.P. | 1,348,036 | $291.4M | 0.13% | −337,424−20.0% | Reduced |
| Samlyn Capital, LLC | 1,392,515 | $301.0M | 5.90% | −224,754−13.9% | Reduced |
| Clarkston Capital Partners, LLC | 1,471,471 | $318.1M | 6.00% | −389,247−20.9% | Reduced |
| Wellington Management Group LLP | 1,524,273 | $329.5M | 0.07% | −898,422−37.1% | Reduced |
| State Street Corp | 1,639,477 | $354.4M | 0.02% | +5,964+0.4% | Added |
| Capital Research Global Investors | 1,767,756 | $382.1M | 0.12% | −996,795−36.1% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,007,322 | $433.9M | 4.14% | +26,960+1.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,018,836 | $436.4M | 1.36% | −686,659−25.4% | Reduced |
| FMR LLC | 2,220,463 | $480.0M | 0.05% | +53,472+2.5% | Added |
| WCM Investment Management, LLC | 2,556,276 | $552.6M | 1.84% | +161,784+6.8% | Added |
| Janus Henderson Group PLC | 3,462,824 | $748.6M | 0.53% | −2,314,268−40.1% | Reduced |
| BlackRock Inc. | 6,292,308 | $1.36B | 0.04% | +1,456,028+30.1% | Added |
| Vanguard Group Inc | 7,568,439 | $1.64B | 0.04% | +447,420+6.3% | Added |
| Governors Lane LP | 0 | $0 | 0.00% | −55,947−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −47,692−100.0% | Sold out |
| BlueMar Capital Management, LLC | 0 | $0 | 0.00% | −43,081−100.0% | Sold out |
| Stamina Capital Management LP | 0 | $0 | 0.00% | −35,125−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −34,830−100.0% | Sold out |
| KWB Wealth | 0 | $0 | 0.00% | −28,461−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −27,453−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −24,100−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −24,100−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −15,683−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −13,952−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −12,584−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −9,785−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −9,059−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −8,487−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −3,944−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,820−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −3,492−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,281−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −2,734−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −2,265−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Zeke Capital Advisors, LLC | 0 | $0 | 0.00% | −1,954−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,911−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −1,493−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −1,489−100.0% | Sold out |
| Presidio Capital Management, LLC | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −1,056−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −1,010−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −993−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −956−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −742−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Advocacy Wealth Management Services, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| West Oak Capital, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Cribstone Capital Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Agf Investments Inc. | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| Bowling Portfolio Management LLC | – | – | – | – | Not filed |
| Cornerstone Wealth Management, LLC | – | – | – | – | Not filed |
| Balasa Dinverno & Foltz LLC | – | – | – | – | Not filed |
| Jefferies Group LLC | – | – | – | – | Not filed |
| Legacy Wealth Planning, LLC | – | – | – | – | Not filed |