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, Q1 2023
Institutional positions in LPL Financial Holdings Inc. as of Mar 31, 2023. 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
- 615
- −8 vs. Q4 2022
- Shares held
- 75.0M
- −1.44M (−1.9%) vs. Q4 2022
- Total value
- $15.1B
- −$1.36B (−8.3%) vs. Q4 2022
- New holders
- 78
- 231 more added
- Sold out
- 86
- 231 more reduced
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,938,028 | $1.61B | 0.04% | +369,589+4.9% | Added |
| BlackRock Inc. | 6,542,756 | $1.32B | 0.04% | +250,448+4.0% | Added |
| FMR LLC | 4,283,675 | $867.0M | 0.08% | +2,063,212+92.9% | Added |
| Janus Henderson Group PLC | 3,305,996 | $669.1M | 0.44% | −156,828−4.5% | Reduced |
| WCM Investment Management, LLC | 2,464,045 | $498.7M | 1.59% | −92,231−3.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,016,167 | $408.1M | 1.20% | −2,669−0.1% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,859,641 | $376.4M | 3.48% | −147,681−7.4% | Reduced |
| Samlyn Capital, LLC | 1,772,888 | $358.8M | 6.59% | +380,373+27.3% | Added |
| State Street Corp | 1,708,552 | $345.8M | 0.02% | +69,075+4.2% | Added |
| Millennium Management LLC | 1,487,641 | $301.1M | 0.35% | +753,938+102.8% | Added |
| Clarkston Capital Partners, LLC | 1,484,455 | $300.5M | 5.60% | +12,984+0.9% | Added |
| Geode Capital Management, LLC | 1,456,856 | $294.5M | 0.04% | +131,196+9.9% | Added |
| Wellington Management Group LLP | 1,348,443 | $272.9M | 0.05% | −175,830−11.5% | Reduced |
| JPMorgan Chase & Co | 1,245,919 | $252.2M | 0.03% | +36,875+3.0% | Added |
| D. E. Shaw & Co., Inc. | 1,053,398 | $213.2M | 0.34% | +227,528+27.6% | Added |
| Nuveen Asset Management, LLC | 1,028,302 | $208.1M | 0.08% | −49,317−4.6% | Reduced |
| Alliancebernstein L.P. | 1,019,968 | $206.4M | 0.09% | −328,068−24.3% | Reduced |
| Egerton Capital (UK) LLP | 1,019,727 | $206.4M | 2.23% | −208,517−17.0% | Reduced |
| Norges Bank | 1,018,727 | $206.2M | 0.05% | +11,190+1.1% | Added |
| Capital Research Global Investors | 1,009,106 | $204.2M | 0.06% | −758,650−42.9% | Reduced |
| Eagle Asset Management Inc | 770,018 | $155.9M | 0.91% | −152,269−16.5% | Reduced |
| Standard Life Aberdeen plc | 765,361 | $154.9M | 0.39% | +62,772+8.9% | Added |
| Bank of New York Mellon Corp | 757,784 | $153.4M | 0.03% | +157,317+26.2% | Added |
| Eminence Capital, LP | 718,119 | $145.3M | 2.45% | +280,540+64.1% | Added |
| Dimensional Fund Advisors LP | 707,966 | $143.3M | 0.05% | −98,427−12.2% | Reduced |
| Morgan Stanley | 698,418 | $141.4M | 0.02% | +3,993+0.6% | Added |
| Darlington Partners Capital Management, LP | 653,266 | $132.2M | 9.94% | +54,272+9.1% | Added |
| Voya Investment Management LLC | 617,123 | $124.9M | 0.13% | −26,720−4.2% | Reduced |
| Westfield Capital Management Co LP | 593,157 | $120.1M | 0.85% | +10,373+1.8% | Added |
| Price T Rowe Associates Inc | 525,617 | $106.4M | 0.02% | +90,246+20.7% | Added |
| Fairview Capital Investment Management, LLC | 525,127 | $106.3M | 6.94% | −9,588−1.8% | Reduced |
| Deutsche Bank AG | 521,963 | $105.6M | 0.06% | +91,839+21.4% | Added |
| Northern Trust Corp | 506,907 | $102.6M | 0.02% | +43,431+9.4% | Added |
| Charles Schwab Investment Management Inc | 497,136 | $100.6M | 0.03% | −1,431−0.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 491,423 | $99.5M | 0.61% | +39,722+8.8% | Added |
| First Pacific Advisors, LP | 481,785 | $97.5M | 1.51% | −15,333−3.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 463,136 | $93.7M | 1.07% | +108,426+30.6% | Added |
| Bank of America Corp | 429,760 | $87.0M | 0.01% | +14,852+3.6% | Added |
| Wells Fargo & Company | 424,323 | $85.9M | 0.03% | −8,241−1.9% | Reduced |
| American Century Companies Inc | 413,277 | $83.6M | 0.07% | −38,529−8.5% | Reduced |
| Legal & General Group Plc | 408,957 | $82.8M | 0.03% | +74,650+22.3% | Added |
| Agf Management Ltd | 405,183 | $82.0M | 0.56% | −35,000−8.0% | Reduced |
| Citadel Advisors LLC | 401,143 | $81.2M | 0.09% | −92,975−18.8% | Reduced |
| Jackson Square Partners, LLC | 389,820 | $78.9M | 2.13% | −152,611−28.1% | Reduced |
| Invesco Ltd. | 360,029 | $72.9M | 0.02% | −312,007−46.4% | Reduced |
| Goldman Sachs Group Inc | 338,263 | $68.5M | 0.02% | −640,229−65.4% | Reduced |
| Raymond James & Associates | 335,820 | $68.0M | 0.06% | −30,012−8.2% | Reduced |
| Artemis Investment Management LLP | 323,375 | $65.3M | 0.80% | −32,263−9.1% | Reduced |
| Victory Capital Management Inc | 309,093 | $62.6M | 0.07% | +39,065+14.5% | Added |
| Allspring Global Investments Holdings, LLC | 290,340 | $58.8M | 0.10% | −174,603−37.6% | Reduced |
| UBS Asset Management Americas Inc | 283,950 | $57.5M | 0.03% | +3,233+1.2% | Added |
| Marshall Wace, LLP | 283,715 | $57.4M | 0.14% | +260,352+1,114.4% | Added |
| Azora Capital LP | 281,889 | $57.1M | 8.76% | +22,584+8.7% | Added |
| LMR Partners LLP | 262,862 | $53.2M | 1.16% | +228,019+654.4% | Added |
| Qube Research & Technologies Ltd | 256,468 | $51.9M | 0.30% | −7,792−2.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 239,068 | $48.4M | 0.04% | +17,398+7.8% | Added |
| Envestnet Asset Management Inc | 505,548 | $47.1M | 0.02% | +252,465+99.8% | Added |
| Junto Capital Management LP | 220,220 | $44.6M | 1.24% | −125,548−36.3% | Reduced |
| FIL Ltd | 211,710 | $42.9M | 0.05% | −8,034−3.7% | Reduced |
| Franklin Resources Inc | 202,708 | $41.0M | 0.02% | −2,648−1.3% | Reduced |
| Commerce Bank | 200,671 | $40.6M | 0.32% | +2,442+1.2% | Added |
| Southpoint Capital Advisors LP | 200,000 | $40.5M | 0.92% | −400,000−66.7% | Reduced |
| CIBC Asset Management Inc | 194,937 | $39.5M | 0.16% | +4,697+2.5% | Added |
| Epoch Investment Partners, Inc. | 187,412 | $37.9M | 0.23% | −2,687−1.4% | Reduced |
| Employees Retirement System of Texas | 182,000 | $36.8M | 0.54% | +26,266+16.9% | Added |
| Susquehanna International Group, LLP | 179,413 | $36.3M | 0.06% | −82,202−31.4% | Reduced |
| Twinbeech Capital LP | 177,972 | $36.0M | 0.73% | +107,883+153.9% | Added |
| TD Asset Management Inc | 177,633 | $36.0M | 0.04% | −2,986−1.7% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 176,895 | $35.8M | 0.68% | +5,325+3.1% | Added |
| Amundi | 184,913 | $35.4M | 0.02% | +31,949+20.9% | Added |
| Bank of Montreal | 171,630 | $34.8M | 0.02% | −53,888−23.9% | Reduced |
| Cornerstone Investment Partners, LLC | 171,070 | $34.6M | 2.29% | −11,902−6.5% | Reduced |
| Credit Suisse AG | 167,923 | $34.0M | 0.04% | +17,779+11.8% | Added |
| Trillium Asset Management, LLC | 161,800 | $33.7M | 0.99% | −1,424−0.9% | Reduced |
| California Public Employees Retirement System | 164,526 | $33.3M | 0.03% | −22,150−11.9% | Reduced |
| SEI Investments Co | 161,092 | $32.6M | 0.06% | −46,237−22.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 160,129 | $32.4M | 0.09% | +85,833+115.5% | Added |
| Royal Bank of Canada | 153,601 | $31.1M | 0.01% | −6,733−4.2% | Reduced |
| Russell Investments Group, Ltd. | 151,573 | $30.7M | 0.06% | −11,897−7.3% | Reduced |
| Primecap Management Co | 150,000 | $30.4M | 0.03% | −33,600−18.3% | Reduced |
| National Pension Service | 143,900 | $28.6M | 0.05% | +25,200+21.2% | Added |
| Fred Alger Management, LLC | 137,461 | $27.8M | 0.15% | +86,366+169.0% | Added |
| California State Teachers Retirement System | 133,326 | $27.0M | 0.04% | −1,530−1.1% | Reduced |
| Pinebridge Investments, L.P. | 129,964 | $26.3M | 0.30% | +33,254+34.4% | Added |
| Truist Financial Corp | 119,051 | $24.1M | 0.04% | +66,928+128.4% | Added |
| BNP Paribas Arbitrage, SA | 114,137 | $23.1M | 0.05% | −14,795−11.5% | Reduced |
| Canada Pension Plan Investment Board | 108,945 | $22.1M | 0.03% | +10,900+11.1% | Added |
| First Trust Advisors LP | 108,833 | $22.0M | 0.03% | −53,062−32.8% | Reduced |
| Stifel Financial Corp | 106,864 | $21.6M | 0.03% | −4,216−3.8% | Reduced |
| Assenagon Asset Management S.A. | 106,088 | $21.5M | 0.08% | −163,708−60.7% | Reduced |
| GCM Grosvenor Holdings, LLC | 105,300 | $21.3M | 5.73% | +34,300+48.3% | Added |
| Cramer Rosenthal McGlynn LLC | 98,187 | $19.9M | 0.90% | −28,608−22.6% | Reduced |
| Rhumbline Advisers | 97,082 | $19.6M | 0.02% | +7,578+8.5% | Added |
| Bamco Inc | 96,634 | $19.6M | 0.06% | +46,216+91.7% | Added |
| State Board of Administration of Florida Retirement System | 95,589 | $19.3M | 0.04% | −860−0.9% | Reduced |
| Teacher Retirement System of Texas | 91,655 | $18.6M | 0.12% | +25,501+38.5% | Added |
| New York State Common Retirement Fund | 88,594 | $17.9M | 0.02% | −4,076−4.4% | Reduced |
| Cookson Peirce & Co Inc | 88,370 | $17.9M | 1.15% | −74,218−45.6% | Reduced |
| AQR Capital Management LLC | 85,185 | $17.0M | 0.04% | +3,826+4.7% | Added |
| Quadrature Capital Ltd | 83,025 | $16.8M | 0.46% | +56,081+208.1% | Added |