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 |
|---|---|---|---|---|---|
| Comerica Bank | 331,475 | $24 | 0.00% | +331,475 | New |
| Harbour Investments, Inc. | 1 | $217 | 0.00% | +1 | New |
| Motco | 1 | $217 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $218 | 0.00% | +1 | New |
| Crewe Advisors LLC | 1 | $218 | 0.00% | +1 | New |
| Larson Financial Group LLC | 1 | $219 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $652 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $872 | 0.00% | +4 | New |
| ClariVest Asset Management LLC | 4 | $1.00K | 0.00% | −8,292−100.0% | Reduced |
| Bollard Group LLC | 5 | $1.00K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $1.09K | 0.00% | +5 | New |
| Institutional & Family Asset Management, LLC | 6 | $1.30K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $1.96K | 0.00% | +8+800.0% | Added |
| Massmutual Trust Co FSB | 9 | $1.96K | 0.00% | +9 | New |
| Rosenberg Matthew Hamilton | 12 | $2.61K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 13 | $2.83K | 0.00% | −2−13.3% | Reduced |
| Lee Financial Co | 13 | $2.83K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $2.83K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 15 | $3.26K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $3.26K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $3.48K | 0.00% | −1−5.9% | Reduced |
| Sound Income Strategies, LLC | 17 | $3.70K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 19 | $4.13K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 21 | $4.57K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 21 | $4.57K | 0.00% | +8+61.5% | Added |
| Loomis Sayles & Co L P | 25 | $5.00K | 0.00% | −24−49.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 24 | $5.22K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $5.22K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 24 | $5.22K | 0.00% | +24 | New |
| Versant Capital Management, Inc | 25 | $5.44K | 0.00% | +4+19.0% | Added |
| Baker Avenue Asset Management, LP | 28 | $6.12K | 0.00% | −60−68.2% | Reduced |
| Earnest Partners LLC | 29 | $6.30K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 30 | $6.55K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 32 | $6.96K | 0.00% | +27+540.0% | Added |
| Harvest Fund Management Co., Ltd | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 217 | $7.50K | 0.03% | +217 | New |
| Glassman Wealth Services | 40 | $8.70K | 0.00% | −2−4.8% | Reduced |
| Smithfield Trust Co | 45 | $10.0K | 0.00% | −68−60.2% | Reduced |
| First Manhattan Co | 48 | $10.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 48 | $10.4K | 0.00% | −13−21.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 48 | $10.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 48 | $10.4K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $10.9K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 51 | $11.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 55 | $12.0K | 0.00% | +30+120.0% | Added |
| GoalVest Advisory LLC | 55 | $12.0K | 0.01% | +55 | New |
| Bell Investment Advisors, Inc | 61 | $13.3K | 0.00% | +5+8.9% | Added |
| RFP Financial Group LLC | 62 | $13.5K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 63 | $13.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 65 | $14.1K | 0.00% | −7−9.7% | Reduced |
| Huntington National Bank | 67 | $14.6K | 0.00% | −82−55.0% | Reduced |
| Group One Trading, L.P. | 70 | $15.2K | 0.00% | −3,231−97.9% | Reduced |
| West Oak Capital, LLC | 75 | $16.3K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 58 | $16.7K | 0.00% | +49+544.4% | Added |
| Parkside Financial Bank & Trust | 80 | $17.4K | 0.00% | +1+1.3% | Added |
| Spire Wealth Management | 82 | $17.8K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 83 | $18.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 98 | $21.3K | 0.00% | +7+7.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $21.7K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $21.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 113 | $24.6K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 130 | $26.0K | 0.00% | −33−20.2% | Reduced |
| MCF Advisors LLC | 126 | $27.4K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 136 | $29.6K | 0.01% | +99+267.6% | Added |
| Steward Financial Group LLC | 164 | $35.0K | 0.01% | −39−19.2% | Reduced |
| Quarry LP | 173 | $37.6K | 0.02% | +119+220.4% | Added |
| Ceredex Value Advisors LLC | 175 | $38.0K | 0.00% | +175 | New |
| Jackson, Grant Investment Advisers, Inc. | 181 | $39.4K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 183 | $39.8K | 0.01% | +183 | New |
| Umb Bank N A | 188 | $40.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 192 | $41.7K | 0.00% | −4,950−96.3% | Reduced |
| Sandy Spring Bank | 205 | $44.6K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 207 | $45.0K | 0.00% | −2,729−92.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 214 | $46.6K | 0.00% | −2,271−91.4% | Reduced |
| First Capital Advisors Group, LLC. | 226 | $49.1K | 0.03% | +226 | New |
| Acadian Asset Management LLC | 232 | $50.0K | 0.00% | −37−13.8% | Reduced |
| Benjamin Edwards Inc | 233 | $51.0K | 0.01% | −143−38.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 241 | $52.4K | 0.00% | +28+13.1% | Added |
| Capital Analysts, LLC | 247 | $54.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 813 | $56.7K | 0.00% | −664−45.0% | Reduced |
| Jones Financial Companies LLLP | 292 | $63.5K | 0.00% | +292 | New |
| Alta Advisers Ltd | 300 | $65.2K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 367 | $80.0K | 0.06% | −6−1.6% | Reduced |
| Central Trust Co | 370 | $80.5K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 374 | $81.3K | 0.02% | +42+12.7% | Added |
| Arlington Partners LLC | 386 | $83.9K | 0.01% | −35−8.3% | Reduced |
| Assetmark, Inc | 386 | $83.9K | 0.00% | +244+171.8% | Added |
| Penserra Capital Management LLC | 392 | $84.0K | 0.00% | −10−2.5% | Reduced |
| Gables Capital Management Inc. | 400 | $87.0K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 423 | $92.0K | 0.00% | +66+18.5% | Added |
| Allworth Financial LP | 438 | $95.2K | 0.00% | −15−3.3% | Reduced |
| First Horizon Advisors, Inc. | 441 | $95.9K | 0.00% | −106−19.4% | Reduced |
| Global Retirement Partners, LLC | 450 | $97.9K | 0.00% | −209−31.7% | Reduced |
| Asset Dedication, LLC | 450 | $98.0K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 475 | $103.3K | 0.08% | +475 | New |
| Private Trust Co NA | 476 | $103.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 483 | $105.0K | 0.01% | +167+52.8% | Added |
| Quadrant Capital Group LLC | 487 | $105.9K | 0.01% | −57−10.5% | Reduced |