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.
Q1 2023 vs. Q4 2022
How the institutions holding LPL Financial Holdings Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 632 | 9 | 615 | −8 |
| Shares | 76.5M | 79.1K | 75.0M | −1.44M (−1.9%) |
| Value | $16.5B | $18.1M | $15.1B | −$1.36B (−8.3%) |
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (78)
Institutions that held LPL Financial Holdings Inc. at the end of Q1 2023 but not at the end of Q4 2022.
Sold out (86)
Institutions that held LPL Financial Holdings Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
Not filed for Q1 2023 yet (9)
Institutions that held LPL Financial Holdings Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Comerica Bank | 58,942 | $13.7M |
| Heritage Wealth Management, LLC | 5,225 | $1.13M |
| Neo Ivy Capital Management | 3,672 | $794.0K |
| Bickling Financial Services, Inc. | 3,253 | $703.3K |
| Seeyond | 3,243 | $701.0K |
| Laurel Wealth Advisors, Inc. | 2,194 | $474.0K |
| Alpha Paradigm Partners, LLC | 1,542 | $333.0K |
| CoreCap Advisors, LLC | 594 | $128.4K |
| Tyler-Stone Wealth Management | 445 | $96.0K |