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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 2,895 | $625.8K | 0.00% | −2,033−41.3% | Reduced |
| Mercer Global Advisors Inc | 2,844 | $615.0K | 0.00% | −331−10.4% | Reduced |
| Manufacturers Life Insurance Company, The | 2,824 | $610.5K | 0.00% | −318−10.1% | Reduced |
| Axxcess Wealth Management, LLC | 2,807 | $606.8K | 0.05% | −2,132−43.2% | Reduced |
| Thrivent Financial for Lutherans | 2,806 | $603.0K | 0.00% | +1,232+78.3% | Added |
| Stratos Wealth Partners, LTD. | 2,740 | $592.4K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,734 | $591.1K | 0.04% | −13−0.5% | Reduced |
| Echo Street Capital Management LLC | 2,720 | $588.0K | 0.01% | +2,720 | New |
| Fox Run Management, L.L.C. | 2,714 | $586.7K | 0.24% | +388+16.7% | Added |
| BMS Financial Advisors, LLC | 2,690 | $581.5K | 0.39% | −169−5.9% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 2,681 | $579.6K | 0.01% | +2,681 | New |
| Harvest Investment Services, LLC | 2,630 | $568.5K | 0.61% | +1,143+76.9% | Added |
| Bessemer Group Inc | 2,583 | $558.0K | 0.00% | −27−1.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,495 | $539.3K | 0.16% | −970−28.0% | Reduced |
| Level Four Advisory Services, LLC | 2,488 | $537.8K | 0.04% | −3,169−56.0% | Reduced |
| Integrated Investment Consultants, LLC | 2,401 | $519.0K | 0.18% | −187−7.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,386 | $515.8K | 0.08% | −1,867−43.9% | Reduced |
| Coastal Investment Advisors, Inc. | 2,356 | $509.3K | 0.12% | −841−26.3% | Reduced |
| Jump Financial, LLC | 2,329 | $503.5K | 0.03% | +2,329 | New |
| Wolverine Trading, LLC | 2,291 | $495.0K | 0.01% | +2,291 | New |
| London Co of Virginia | 2,270 | $490.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,264 | $489.0K | 0.00% | −34−1.5% | Reduced |
| Hillsdale Investment Management Inc. | 2,255 | $487.5K | 0.04% | +2,255 | New |
| Parallel Advisors, LLC | 2,249 | $486.2K | 0.02% | −22−1.0% | Reduced |
| Change Path, LLC | 2,248 | $486.0K | 0.03% | −156−6.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,237 | $483.6K | 0.04% | −295−11.7% | Reduced |
| Schroder Investment Management Group | 2,206 | $476.9K | 0.00% | +2,206 | New |
| Jane Street Group, LLC | 2,201 | $475.8K | 0.00% | −19,715−90.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,200 | $475.6K | 0.00% | +2,200 | New |
| Laurel Wealth Advisors, Inc. | 2,194 | $474.0K | 0.05% | −1,636−42.7% | Reduced |
| Moran Wealth Management, LLC | 2,188 | $473.0K | 0.02% | +2,188 | New |
| Enterprise Financial Services Corp | 2,150 | $464.8K | 0.32% | −15−0.7% | Reduced |
| Ironwood Investment Counsel, LLC | 2,135 | $461.5K | 0.11% | −830−28.0% | Reduced |
| First County Bank | 2,111 | $456.3K | 0.22% | +2,111 | New |
| Verition Fund Management LLC | 2,102 | $454.4K | 0.01% | −29,817−93.4% | Reduced |
| Leuthold Group, LLC | 2,101 | $454.2K | 0.06% | −68−3.1% | Reduced |
| Greenleaf Trust | 2,095 | $453.0K | 0.01% | −10.0% | Reduced |
| American Trust | 2,090 | $451.8K | 0.04% | −1,090−34.3% | Reduced |
| Globeflex Capital L P | 2,086 | $450.9K | 0.06% | −376−15.3% | Reduced |
| TownSquare Capital, LLC | 2,085 | $450.7K | 0.01% | −3,715−64.1% | Reduced |
| Ieq Capital, LLC | 2,059 | $445.1K | 0.01% | −16−0.8% | Reduced |
| Lighthouse Investment Partners, LLC | 2,022 | $437.1K | 0.08% | +2,022 | New |
| Lincoln National Corp | 2,017 | $436.0K | 0.01% | −8,926−81.6% | Reduced |
| WJ Wealth Management, LLC | 2,000 | $432.3K | 0.25% | −2,000−50.0% | Reduced |
| Boulder Hill Capital Management LP | 2,000 | $432.3K | 0.36% | +2,000 | New |
| Merit Financial Group, LLC | 1,994 | $431.1K | 0.02% | +376+23.2% | Added |
| Capital Asset Advisory Services LLC | 1,781 | $420.7K | 0.03% | −2,226−55.6% | Reduced |
| Ascent Group, LLC | 1,943 | $420.0K | 0.05% | −293−13.1% | Reduced |
| Wealth Alliance | 1,894 | $409.5K | 0.07% | −442−18.9% | Reduced |
| Ssi Investment Management LLC | 1,889 | $408.3K | 0.03% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 1,805 | $390.2K | 0.01% | +110+6.5% | Added |
| Tower Research Capital LLC (TRC) | 1,802 | $389.0K | 0.02% | −6,259−77.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,800 | $389.0K | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 1,771 | $382.8K | 0.01% | −1,065−37.6% | Reduced |
| Teza Capital Management LLC | 1,767 | $382.0K | 0.07% | +1,767 | New |
| MONECO Advisors, LLC | 1,764 | $381.2K | 0.14% | +52+3.0% | Added |
| Davenport & Co LLC | 1,749 | $378.0K | 0.00% | −312−15.1% | Reduced |
| BTC Capital Management, Inc. | 1,748 | $377.9K | 0.05% | −249−12.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,734 | $375.0K | 0.00% | −1,178−40.5% | Reduced |
| Lido Advisors, LLC | 1,702 | $367.9K | 0.01% | +8+0.5% | Added |
| First Hawaiian Bank | 1,680 | $363.0K | 0.01% | +126+8.1% | Added |
| CenterBook Partners LP | 1,677 | $362.5K | 0.06% | +1,677 | New |
| Kula Investments, LLC | 1,644 | $355.4K | 0.13% | +1,644 | New |
| Cetera Advisors LLC | 1,623 | $350.8K | 0.01% | +1,623 | New |
| Intrust Bank NA | 1,614 | $348.9K | 0.05% | −459−22.1% | Reduced |
| Pennsylvania Capital Management Inc | 1,572 | $347.0K | 0.18% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 1,573 | $340.0K | 0.17% | +2+0.1% | Added |
| Two Sigma Securities, LLC | 1,542 | $333.3K | 0.05% | +415+36.8% | Added |
| Alpha Paradigm Partners, LLC | 1,542 | $333.0K | 0.14% | +1,542 | New |
| Riverpoint Wealth Management Holdings, LLC | 1,532 | $331.2K | 0.12% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,530 | $330.7K | 0.01% | −448−22.6% | Reduced |
| Vontobel Holding Ltd. | 1,534 | $326.7K | 0.00% | +205+15.4% | Added |
| Fullerton Fund Management Co Ltd. | 1,490 | $322.1K | 0.02% | +1,490 | New |
| Future Fund LLC | 1,449 | $313.2K | 1.32% | +51+3.6% | Added |
| Metis Global Partners, LLC | 1,422 | $307.4K | 0.03% | +1,422 | New |
| Asahi Life Asset Management Co., Ltd. | 1,395 | $301.6K | 0.10% | +20+1.5% | Added |
| Gsa Capital Partners LLP | 1,345 | $291.0K | 0.04% | +1,345 | New |
| HMS Capital Management, LLC | 1,339 | $289.5K | 0.20% | −130−8.8% | Reduced |
| Tobam | 1,330 | $288.0K | 0.02% | +944+244.6% | Added |
| Symmetry Partners, LLC | 1,324 | $286.0K | 0.02% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 1,294 | $280.0K | 0.00% | −6,758−83.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,286 | $278.0K | 0.02% | +1,286 | New |
| Umb Bank N A | 1,267 | $274.0K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,262 | $272.8K | 0.06% | +1,262 | New |
| Convergence Investment Partners, LLC | 1,256 | $271.5K | 0.16% | −63−4.8% | Reduced |
| Wetherby Asset Management Inc | 1,236 | $267.2K | 0.02% | +21+1.7% | Added |
| American International Group, Inc. | 1,219 | $263.5K | 0.00% | −28−2.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,216 | $262.9K | 0.03% | −49−3.9% | Reduced |
| Driehaus Capital Management LLC | 1,208 | $261.1K | 0.00% | −42,301−97.2% | Reduced |
| CTC Capital Management, LLC | 1,200 | $259.4K | 0.32% | +1,200 | New |
| XML Financial, LLC | 1,179 | $254.8K | 0.03% | +1+0.1% | Added |
| Great Diamond Partners, LLC | 1,176 | $254.2K | 0.08% | −15−1.3% | Reduced |
| YHB Investment Advisors, Inc. | 1,154 | $249.5K | 0.03% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,146 | $247.8K | 0.16% | −6−0.5% | Reduced |
| CWM, LLC | 1,121 | $242.0K | 0.00% | +103+10.1% | Added |
| Oppenheimer & Co Inc | 1,113 | $240.6K | 0.01% | +1,113 | New |
| Prospera Financial Services Inc | 1,083 | $234.2K | 0.01% | −15−1.4% | Reduced |
| Signaturefd, LLC | 1,058 | $228.7K | 0.01% | +8+0.8% | Added |
| Qsemble Capital Management, LP | 1,050 | $227.0K | 0.16% | +1,050 | New |
| Levy Wealth Management Group, LLC | 1,042 | $225.2K | 0.08% | +1,042 | New |