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, Q2 2023
Institutional positions in LPL Financial Holdings Inc. as of Jun 30, 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
- 590
- −21 vs. Q1 2023
- Shares held
- 72.2M
- −2.77M (−3.7%) vs. Q1 2023
- Total value
- $15.6B
- +$494.3M (+3.3%) vs. Q1 2023
- New holders
- 73
- 197 more added
- Sold out
- 94
- 238 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,420,139 | $1.61B | 0.04% | −517,889−6.5% | Reduced |
| BlackRock Inc. | 6,277,843 | $1.36B | 0.04% | −264,913−4.0% | Reduced |
| Janus Henderson Group PLC | 3,380,068 | $734.9M | 0.46% | +74,072+2.2% | Added |
| WCM Investment Management, LLC | 2,446,845 | $532.2M | 1.59% | −17,200−0.7% | Reduced |
| FMR LLC | 2,426,302 | $527.6M | 0.04% | −1,857,373−43.4% | Reduced |
| Capital Research Global Investors | 2,197,845 | $477.9M | 0.13% | +1,188,739+117.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,065,911 | $449.2M | 1.26% | +49,744+2.5% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,003,058 | $435.5M | 3.99% | +143,417+7.7% | Added |
| Samlyn Capital, LLC | 1,843,225 | $400.8M | 6.96% | +70,337+4.0% | Added |
| State Street Corp | 1,711,245 | $372.1M | 0.02% | +2,693+0.2% | Added |
| Clarkston Capital Partners, LLC | 1,501,863 | $326.6M | 5.87% | +17,408+1.2% | Added |
| Geode Capital Management, LLC | 1,318,823 | $286.3M | 0.03% | −138,033−9.5% | Reduced |
| JPMorgan Chase & Co | 1,240,651 | $269.8M | 0.03% | −5,268−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,101,579 | $239.5M | 0.37% | +48,181+4.6% | Added |
| Norges Bank | 1,042,985 | $226.8M | 0.04% | +24,258+2.4% | Added |
| Nuveen Asset Management, LLC | 946,569 | $205.8M | 0.07% | −81,733−7.9% | Reduced |
| Bank of New York Mellon Corp | 938,123 | $204.0M | 0.04% | +180,339+23.8% | Added |
| Boston Partners | 847,460 | $184.3M | 0.25% | +785,347+1,264.4% | Added |
| Standard Life Aberdeen plc | 818,587 | $178.0M | 0.41% | +53,226+7.0% | Added |
| Eminence Capital, LP | 784,225 | $170.5M | 3.06% | +66,106+9.2% | Added |
| Voya Investment Management LLC | 744,070 | $161.8M | 0.17% | +126,947+20.6% | Added |
| Eagle Asset Management Inc | 737,232 | $160.3M | 0.89% | −32,786−4.3% | Reduced |
| Dimensional Fund Advisors LP | 718,473 | $156.2M | 0.05% | +10,507+1.5% | Added |
| Darlington Partners Capital Management, LP | 705,468 | $153.4M | 10.51% | +52,202+8.0% | Added |
| Westfield Capital Management Co LP | 650,449 | $141.4M | 0.90% | +57,292+9.7% | Added |
| Wellington Management Group LLP | 638,189 | $138.8M | 0.03% | −710,254−52.7% | Reduced |
| Bank of America Corp | 634,494 | $138.0M | 0.02% | +204,734+47.6% | Added |
| Morgan Stanley | 618,219 | $134.4M | 0.01% | −80,199−11.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 588,363 | $127.9M | 1.40% | +125,227+27.0% | Added |
| Citadel Advisors LLC | 570,693 | $124.1M | 0.14% | +169,550+42.3% | Added |
| Millennium Management LLC | 557,422 | $121.2M | 0.13% | −930,219−62.5% | Reduced |
| Junto Capital Management LP | 550,555 | $119.7M | 3.04% | +330,335+150.0% | Added |
| Price T Rowe Associates Inc | 539,790 | $117.4M | 0.02% | +14,173+2.7% | Added |
| American Century Companies Inc | 532,768 | $115.8M | 0.09% | +119,491+28.9% | Added |
| Fairview Capital Investment Management, LLC | 513,738 | $111.7M | 7.06% | −11,389−2.2% | Reduced |
| Charles Schwab Investment Management Inc | 490,239 | $106.6M | 0.03% | −6,897−1.4% | Reduced |
| Marshall Wace, LLP | 482,953 | $105.0M | 0.23% | +199,238+70.2% | Added |
| First Pacific Advisors, LP | 481,500 | $104.7M | 1.53% | −285−0.1% | Reduced |
| Balyasny Asset Management LLC | 476,845 | $103.7M | 0.29% | +395,992+489.8% | Added |
| Northern Trust Corp | 467,003 | $101.5M | 0.02% | −39,904−7.9% | Reduced |
| Alliancebernstein L.P. | 465,745 | $101.3M | 0.04% | −554,223−54.3% | Reduced |
| Wells Fargo & Company | 429,968 | $93.5M | 0.03% | +5,645+1.3% | Added |
| Deutsche Bank AG | 426,084 | $92.6M | 0.05% | −95,879−18.4% | Reduced |
| Epoch Investment Partners, Inc. | 420,557 | $91.4M | 0.53% | +233,145+124.4% | Added |
| Agf Management Ltd | 408,183 | $88.8M | 0.64% | +3,000+0.7% | Added |
| Legal & General Group Plc | 397,057 | $86.3M | 0.03% | −11,900−2.9% | Reduced |
| LMR Partners LLP | 378,991 | $82.4M | 1.88% | +116,129+44.2% | Added |
| Raymond James & Associates | 370,555 | $80.6M | 0.07% | +34,735+10.3% | Added |
| Holocene Advisors, LP | 364,051 | $79.2M | 0.35% | +364,051 | New |
| Jackson Square Partners, LLC | 357,484 | $77.7M | 2.27% | −32,336−8.3% | Reduced |
| Invesco Ltd. | 345,154 | $75.0M | 0.02% | −14,875−4.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 325,603 | $70.8M | 0.41% | −165,820−33.7% | Reduced |
| Goldman Sachs Group Inc | 321,429 | $69.9M | 0.02% | −16,834−5.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 307,769 | $66.9M | 0.11% | +17,429+6.0% | Added |
| Artemis Investment Management LLP | 288,848 | $62.7M | 0.80% | −34,527−10.7% | Reduced |
| Envestnet Asset Management Inc | 275,268 | $59.9M | 0.03% | −230,280−45.6% | Reduced |
| UBS Asset Management Americas Inc | 283,950 | $57.5M | 0.03% | 00.0% | Unchanged |
| Azora Capital LP | 226,418 | $49.2M | 10.03% | −55,471−19.7% | Reduced |
| Victory Capital Management Inc | 224,635 | $48.8M | 0.05% | −84,458−27.3% | Reduced |
| Franklin Resources Inc | 214,731 | $46.7M | 0.02% | +12,023+5.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 213,368 | $46.4M | 0.04% | −25,700−10.8% | Reduced |
| TD Asset Management Inc | 209,702 | $45.6M | 0.05% | +32,069+18.1% | Added |
| Commerce Bank | 195,398 | $42.5M | 0.32% | −5,273−2.6% | Reduced |
| Southpoint Capital Advisors LP | 190,000 | $41.3M | 0.90% | −10,000−5.0% | Reduced |
| Moore Capital Management, LP | 183,960 | $40.0M | 0.97% | +157,680+600.0% | Added |
| FIL Ltd | 182,279 | $39.6M | 0.04% | −29,431−13.9% | Reduced |
| Employees Retirement System of Texas | 182,000 | $39.6M | 0.54% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 173,616 | $37.7M | 1.06% | +11,816+7.3% | Added |
| Cornerstone Investment Partners, LLC | 169,223 | $36.8M | 2.26% | −1,847−1.1% | Reduced |
| Pinebridge Investments, L.P. | 166,629 | $36.2M | 0.39% | +36,665+28.2% | Added |
| SEI Investments Co | 164,366 | $35.7M | 0.06% | +3,274+2.0% | Added |
| HSBC Holdings PLC | 161,010 | $35.0M | 0.04% | +93,505+138.5% | Added |
| Royal Bank of Canada | 155,929 | $33.9M | 0.01% | +2,328+1.5% | Added |
| California Public Employees Retirement System | 152,814 | $33.2M | 0.03% | −11,712−7.1% | Reduced |
| Prudential Financial Inc | 150,253 | $32.7M | 0.05% | +81,385+118.2% | Added |
| Primecap Management Co | 150,000 | $32.6M | 0.03% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 147,571 | $32.1M | 0.69% | +147,571 | New |
| Bank of Nova Scotia | 142,580 | $31.0M | 0.08% | +140,149+5,765.1% | Added |
| AQR Capital Management LLC | 142,200 | $30.9M | 0.07% | +57,015+66.9% | Added |
| Credit Suisse AG | 135,066 | $29.4M | 0.03% | −32,857−19.6% | Reduced |
| Qube Research & Technologies Ltd | 134,964 | $29.3M | 0.11% | −121,504−47.4% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 134,495 | $29.2M | 0.63% | −42,400−24.0% | Reduced |
| California State Teachers Retirement System | 128,194 | $27.9M | 0.04% | −5,132−3.8% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 127,059 | $27.6M | 0.33% | +107,389+546.0% | Added |
| National Pension Service | 125,400 | $27.3M | 0.04% | −18,500−12.9% | Reduced |
| Truist Financial Corp | 123,579 | $26.9M | 0.04% | +4,528+3.8% | Added |
| Russell Investments Group, Ltd. | 120,767 | $26.3M | 0.05% | −30,806−20.3% | Reduced |
| Renaissance Technologies LLC | 119,100 | $25.9M | 0.04% | +48,500+68.7% | Added |
| Rhumbline Advisers | 117,833 | $25.6M | 0.03% | +20,751+21.4% | Added |
| Bamco Inc | 109,083 | $23.7M | 0.07% | +12,449+12.9% | Added |
| Stifel Financial Corp | 106,467 | $23.1M | 0.03% | −397−0.4% | Reduced |
| GCM Grosvenor Holdings, LLC | 105,300 | $22.9M | 9.90% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 104,750 | $22.8M | 0.04% | −74,663−41.6% | Reduced |
| Canada Pension Plan Investment Board | 99,745 | $21.7M | 0.03% | −9,200−8.4% | Reduced |
| Heron Bay Capital Management | 94,304 | $20.5M | 5.69% | +23,217+32.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 94,155 | $20.5M | 0.05% | +14,527+18.2% | Added |
| State Board of Administration of Florida Retirement System | 93,265 | $20.3M | 0.04% | −2,324−2.4% | Reduced |
| UBS Group AG | 90,964 | $19.8M | 0.01% | +45,665+100.8% | Added |
| Cramer Rosenthal McGlynn LLC | 89,371 | $19.4M | 0.97% | −8,816−9.0% | Reduced |
| Coronation Fund Managers Ltd. | 86,923 | $18.9M | 0.51% | +8,279+10.5% | Added |