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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 7,743 | $1.67M | 0.01% | +7,743 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,587 | $1.64M | 0.00% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 7,344 | $1.59M | 0.12% | −793−9.7% | Reduced |
| Wesbanco Bank Inc | 7,323 | $1.58M | 0.07% | +7,323 | New |
| Pitcairn Co | 7,293 | $1.58M | 0.16% | −256−3.4% | Reduced |
| FDx Advisors, Inc. | 7,280 | $1.57M | 0.07% | −4,866−40.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 7,266 | $1.57M | 0.14% | +2,853+64.6% | Added |
| Cetera Advisor Networks LLC | 7,185 | $1.55M | 0.01% | +3,113+76.4% | Added |
| Susquehanna Fundamental Investments, LLC | 7,170 | $1.55M | 0.03% | −15,040−67.7% | Reduced |
| New York State Teachers Retirement System | 7,100 | $1.53M | 0.00% | +4,800+208.7% | Added |
| British Columbia Investment Management Corp | 7,039 | $1.52M | 0.02% | −809−10.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 7,000 | $1.51M | 0.33% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 6,985 | $1.51M | 0.01% | −2,721−28.0% | Reduced |
| Mariner, LLC | 6,927 | $1.50M | 0.00% | −441−6.0% | Reduced |
| Sterling Group Wealth Management, LLC | 6,908 | $1.49M | 1.47% | +6,908 | New |
| Dana Investment Advisors, Inc. | 6,686 | $1.45M | 0.08% | −5,664−45.9% | Reduced |
| Highland Capital Management, LLC | 6,397 | $1.38M | 0.10% | +6,397 | New |
| Connectus Wealth, LLC | 6,314 | $1.36M | 0.04% | +6,314 | New |
| Maryland State Retirement & Pension System | 6,259 | $1.35M | 0.04% | +6,259 | New |
| Advisors Asset Management, Inc. | 6,231 | $1.35M | 0.03% | −418−6.3% | Reduced |
| Investment Management Corp of Ontario | 6,122 | $1.32M | 0.06% | +6,122 | New |
| ProShare Advisors LLC | 6,083 | $1.31M | 0.00% | −10,819−64.0% | Reduced |
| Cetera Investment Advisers | 6,077 | $1.31M | 0.01% | +756+14.2% | Added |
| Van Leeuwen & Company, LLC | 6,043 | $1.31M | 0.90% | −159−2.6% | Reduced |
| Achmea Investment Management B.V. | 6,430 | $1.30M | 0.04% | 00.0% | Unchanged |
| Aquila Investment Management LLC | 6,000 | $1.30M | 1.00% | −3,000−33.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,000 | $1.30M | 0.02% | +6,000 | New |
| Dynamic Technology Lab Private Ltd | 5,896 | $1.27M | 0.13% | −6,705−53.2% | Reduced |
| Brinker Capital Investments, LLC | 5,778 | $1.25M | 0.02% | −147−2.5% | Reduced |
| Fulton Bank, N.A. | 5,718 | $1.24M | 0.07% | +991+21.0% | Added |
| Meeder Asset Management Inc | 5,673 | $1.23M | 0.11% | +5,665+70,812.5% | Added |
| Donoghue Forlines LLC | 5,670 | $1.23M | 0.43% | +2,571+83.0% | Added |
| F/M Investments LLC | 5,632 | $1.22M | 1.47% | +5,632 | New |
| Redhawk Wealth Advisors, Inc. | 5,585 | $1.21M | 0.47% | +199+3.7% | Added |
| Aureus Asset Management, LLC | 5,545 | $1.20M | 0.10% | −360−6.1% | Reduced |
| Pearl River Capital, LLC | 5,528 | $1.19M | 0.20% | +5,528 | New |
| Cumberland Partners Ltd | 5,500 | $1.19M | 0.13% | +1,000+22.2% | Added |
| Snowden Capital Advisors LLC | 5,339 | $1.15M | 0.05% | +3,076+135.9% | Added |
| STRS Ohio | 5,315 | $1.15M | 0.01% | +961+22.1% | Added |
| Jefferies Financial Group Inc. | 5,285 | $1.14M | 0.02% | +5,285 | New |
| Heritage Wealth Management, LLC | 5,225 | $1.13M | 0.16% | +1,946+59.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,198 | $1.12M | 0.00% | −261−4.8% | Reduced |
| Oliver Luxxe Assets LLC | 5,155 | $1.11M | 0.31% | +19+0.4% | Added |
| Financial Advocates Investment Management | 5,020 | $1.09M | 0.08% | −795−13.7% | Reduced |
| Shell Asset Management Co | 4,850 | $1.05M | 0.05% | −1,179−19.6% | Reduced |
| MetLife Investment Management | 4,813 | $1.04M | 0.01% | −127−2.6% | Reduced |
| M&T Bank Corp | 4,812 | $1.04M | 0.00% | −52−1.1% | Reduced |
| Hamilton Capital Partners Inc. | 4,748 | $1.03M | 0.44% | +4,748 | New |
| Crossmark Global Holdings, Inc. | 4,708 | $1.02M | 0.03% | +4,708 | New |
| Proequities, Inc. | 4,584 | $990.9K | 0.08% | −300−6.1% | Reduced |
| Bleakley Financial Group, LLC | 4,526 | $978.4K | 0.03% | +4,526 | New |
| Brown Brothers Harriman & Co | 4,354 | $941.2K | 0.01% | −534−10.9% | Reduced |
| HighTower Advisors, LLC | 4,320 | $935.0K | 0.00% | +298+7.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,297 | $928.9K | 0.02% | +4,297 | New |
| Ethic Inc. | 4,294 | $928.3K | 0.05% | +462+12.1% | Added |
| Advisor OS, LLC | 4,292 | $927.8K | 0.25% | −1,595−27.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 4,166 | $901.0K | 0.01% | −2,120−33.7% | Reduced |
| Raymond James Trust N.A. | 4,149 | $897.0K | 0.03% | −687−14.2% | Reduced |
| TrimTabs Asset Management, LLC | 4,143 | $895.6K | 0.58% | −2,142−34.1% | Reduced |
| Vestcor Inc | 4,105 | $887.0K | 0.03% | +2,221+117.9% | Added |
| Two Sigma Investments, LP | 4,100 | $886.3K | 0.00% | +4,100 | New |
| SkyView Investment Advisors, LLC | 4,040 | $873.0K | 0.26% | +15+0.4% | Added |
| Baird Financial Group, Inc. | 4,019 | $868.0K | 0.00% | −677−14.4% | Reduced |
| Mackenzie Financial Corp | 3,945 | $852.8K | 0.00% | −273−6.5% | Reduced |
| Aigen Investment Management, LP | 3,909 | $845.0K | 0.12% | +3,909 | New |
| Pittenger & Anderson Inc | 3,900 | $843.1K | 0.05% | +1,510+63.2% | Added |
| Bokf, NA | 3,883 | $839.4K | 0.02% | −8,614−68.9% | Reduced |
| Alera Investment Advisors, LLC | 3,853 | $832.9K | 0.20% | −20−0.5% | Reduced |
| Cornercap Investment Counsel Inc | 3,809 | $823.4K | 0.14% | +3,809 | New |
| MAI Capital Management | 3,806 | $822.7K | 0.01% | +487+14.7% | Added |
| Sawtooth Solutions, LLC | 3,796 | $820.6K | 0.11% | −7−0.2% | Reduced |
| KB Financial Partners, LLC | 3,775 | $816.0K | 0.28% | −10−0.3% | Reduced |
| E. Ohman J:or Asset Management AB | 3,700 | $799.8K | 0.03% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,674 | $794.2K | 0.01% | −2,682−42.2% | Reduced |
| 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 |
| Stelac Advisory Services LLC | 3,659 | $791.0K | 0.36% | +199+5.8% | Added |
| Prossimo Advisors, LLC | 3,600 | $778.0K | 1.80% | +3,600 | New |
| LVW Advisors, LLC | 3,575 | $772.8K | 0.16% | −1,563−30.4% | Reduced |
| Glenview Trust Co | 3,553 | $768.1K | 0.03% | −361−9.2% | Reduced |
| Navellier & Associates Inc | 3,540 | $765.2K | 0.16% | −502−12.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,440 | $743.7K | 0.00% | −557−13.9% | Reduced |
| Pzena Investment Management LLC | 3,434 | $742.3K | 0.00% | +1,362+65.7% | Added |
| Argent Trust Co | 3,413 | $737.8K | 0.05% | 00.0% | Unchanged |
| Colony Group LLC | 3,409 | $737.0K | 0.01% | +9+0.3% | Added |
| Capula Management Ltd | 3,370 | $728.5K | 0.08% | +3,370 | New |
| Toroso Investments, LLC | 3,362 | $727.0K | 0.03% | −3,032−47.4% | Reduced |
| Ritholtz Wealth Management | 3,324 | $718.5K | 0.04% | −1,055−24.1% | Reduced |
| Bickling Financial Services, Inc. | 3,253 | $703.3K | 0.44% | +2+0.1% | Added |
| Glenmede Trust Co NA | 3,246 | $701.7K | 0.00% | +3,246 | New |
| Bank of Nova Scotia | 3,245 | $701.5K | 0.00% | −24,187−88.2% | Reduced |
| Seeyond | 3,243 | $701.0K | 0.07% | +474+17.1% | Added |
| Algert Global LLC | 3,216 | $695.2K | 0.04% | +3,216 | New |
| State of Alaska, Department of Revenue | 3,162 | $683.0K | 0.01% | +3,162 | New |
| Creative Planning | 3,009 | $650.5K | 0.00% | +466+18.3% | Added |
| Cullen/Frost Bankers, Inc. | 3,000 | $648.5K | 0.01% | +300+11.1% | Added |
| Versor Investments LP | 2,995 | $647.4K | 0.06% | +2,995 | New |
| Archer Investment Corp | 2,972 | $642.4K | 0.25% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,924 | $632.1K | 0.13% | −485−14.2% | Reduced |
| Atria Wealth Solutions, Inc. | 2,900 | $626.8K | 0.01% | +1,506+108.0% | Added |