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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 497 | $108.0K | 0.00% | −37,787−98.7% | Reduced |
| Simplex Trading, LLC | 522 | $113.0K | 0.00% | −6,266−92.3% | Reduced |
| State of Wyoming | 541 | $117.6K | 0.03% | +231+74.5% | Added |
| NewSquare Capital LLC | 545 | $118.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 550 | $119.7K | 0.07% | −69−11.1% | Reduced |
| Tyler-Stone Wealth Management | 568 | $124.0K | 0.07% | +568 | New |
| WealthPLAN Partners, LLC | 573 | $124.5K | 0.02% | +1+0.2% | Added |
| UniSuper Management Pty Ltd | 600 | $130.5K | 0.00% | +600 | New |
| United Community Bank | 645 | $140.2K | 0.12% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 760 | $165.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 770 | $167.3K | 0.03% | −5−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 816 | $177.5K | 0.00% | +68+9.1% | Added |
| Lindbrook Capital, LLC | 843 | $183.3K | 0.02% | +4+0.5% | Added |
| TSFG, LLC | 860 | $187.0K | 0.07% | +1+0.1% | Added |
| CWM, LLC | 893 | $194.0K | 0.00% | −116−11.5% | Reduced |
| Hill Investment Group Partners, LLC | 923 | $200.7K | 0.04% | +923 | New |
| Berger Financial Group, Inc | 924 | $200.9K | 0.02% | +924 | New |
| Kestra Private Wealth Services, LLC | 933 | $202.9K | 0.01% | −160−14.6% | Reduced |
| Veritable, L.P. | 934 | $203.1K | 0.00% | −157−14.4% | Reduced |
| Elgethun Capital Management | 958 | $208.3K | 0.06% | 00.0% | Unchanged |
| Martingale Asset Management L P | 982 | $213.5K | 0.00% | +982 | New |
| Mount Yale Investment Advisors, LLC | 986 | $214.4K | 0.02% | −443−31.0% | Reduced |
| MJP Associates Inc | 998 | $216.9K | 0.07% | +998 | New |
| Apollon Wealth Management, LLC | 998 | $217.0K | 0.01% | +998 | New |
| SRS Capital Advisors, Inc. | 1,003 | $218.0K | 0.03% | +8+0.8% | Added |
| Forum Financial Management, LP | 1,004 | $218.3K | 0.00% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,011 | $219.8K | 0.04% | +1,011 | New |
| Coldstream Capital Management Inc | 1,011 | $219.8K | 0.01% | +21+2.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,012 | $220.0K | 0.18% | +4+0.4% | Added |
| Echo Street Capital Management LLC | 1,047 | $227.6K | 0.00% | +1,047 | New |
| Thrive Wealth Management, LLC | 1,065 | $231.6K | 0.06% | −33−3.0% | Reduced |
| Capital Asset Advisory Services LLC | 1,053 | $232.2K | 0.02% | −174−14.2% | Reduced |
| Prospera Financial Services Inc | 1,102 | $240.9K | 0.01% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 1,109 | $241.1K | 0.00% | −1−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,114 | $242.2K | 0.02% | −17−1.5% | Reduced |
| Toroso Investments, LLC | 1,136 | $247.0K | 0.01% | −2,496−68.7% | Reduced |
| Great Diamond Partners, LLC | 1,167 | $253.7K | 0.07% | −4−0.3% | Reduced |
| Intrust Bank NA | 1,181 | $256.8K | 0.03% | −250−17.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,183 | $257.2K | 0.00% | −270−18.6% | Reduced |
| Wedmont Private Capital | 1,170 | $258.0K | 0.03% | +1,170 | New |
| Sherbrooke Park Advisers LLC | 1,200 | $260.9K | 0.14% | +1,200 | New |
| HMS Capital Management, LLC | 1,211 | $263.3K | 0.16% | −42−3.4% | Reduced |
| Wetherby Asset Management Inc | 1,229 | $267.2K | 0.01% | +89+7.8% | Added |
| Signaturefd, LLC | 1,240 | $269.6K | 0.01% | −139−10.1% | Reduced |
| Foster & Motley Inc | 1,275 | $277.0K | 0.02% | +1,275 | New |
| Hallmark Capital Management Inc | 1,278 | $277.9K | 0.02% | +1,278 | New |
| SFG Wealth Management, LLC. | 1,312 | $285.2K | 0.24% | +1,312 | New |
| Symmetry Partners, LLC | 1,324 | $288.0K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,349 | $293.3K | 0.17% | +3+0.2% | Added |
| Vontobel Holding Ltd. | 1,350 | $293.5K | 0.00% | −184−12.0% | Reduced |
| National Asset Management, Inc. | 1,353 | $294.2K | 0.01% | −172−11.3% | Reduced |
| Atria Wealth Solutions, Inc. | 1,361 | $296.0K | 0.00% | +55+4.2% | Added |
| Lighthouse Investment Partners, LLC | 1,434 | $311.8K | 0.02% | +1,434 | New |
| American International Group, Inc. | 1,450 | $315.3K | 0.00% | +266+22.5% | Added |
| Ieq Capital, LLC | 1,455 | $316.3K | 0.01% | −468−24.3% | Reduced |
| DGS Capital Management, LLC | 1,461 | $317.6K | 0.16% | +146+11.1% | Added |
| Pzena Investment Management LLC | 1,495 | $325.1K | 0.00% | −442−22.8% | Reduced |
| Wealthfront Advisers LLC | 1,506 | $327.4K | 0.00% | −8,885−85.5% | Reduced |
| Gilder Gagnon Howe & Co LLC | 1,523 | $331.1K | 0.00% | +1,523 | New |
| Seven Eight Capital, LP | 1,523 | $331.1K | 0.05% | +1,523 | New |
| Riverpoint Wealth Management Holdings, LLC | 1,532 | $333.1K | 0.11% | 00.0% | Unchanged |
| Wealth Alliance | 1,564 | $340.1K | 0.05% | −264−14.4% | Reduced |
| Pennsylvania Capital Management Inc | 1,572 | $341.8K | 0.15% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 1,578 | $343.1K | 0.14% | +3+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 1,600 | $347.9K | 0.01% | −1,400−46.7% | Reduced |
| First County Bank | 1,609 | $349.8K | 0.17% | −436−21.3% | Reduced |
| Future Fund LLC | 1,609 | $349.8K | 3.33% | +295+22.5% | Added |
| Yousif Capital Management, LLC | 1,611 | $350.3K | 0.00% | −109−6.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,627 | $354.0K | 0.00% | −142−8.0% | Reduced |
| Coastal Investment Advisors, Inc. | 1,684 | $366.2K | 0.08% | −42−2.4% | Reduced |
| Alberta Investment Management Corp | 1,700 | $369.6K | 0.00% | 00.0% | Unchanged |
| State of Michigan Retirement System | 1,700 | $369.6K | 0.00% | +1,700 | New |
| Thrivent Financial for Lutherans | 1,740 | $379.0K | 0.00% | +133+8.3% | Added |
| Achmea Investment Management B.V. | 1,761 | $383.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,799 | $391.4K | 0.00% | +2+0.1% | Added |
| Moody Lynn & Lieberson, LLC | 1,800 | $391.4K | 0.03% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,820 | $395.7K | 0.03% | +113+6.6% | Added |
| Magnetar Financial LLC | 1,848 | $401.8K | 0.01% | −874−32.1% | Reduced |
| GWM Advisors LLC | 1,859 | $404.3K | 0.00% | −1,758−48.6% | Reduced |
| BMS Financial Advisors, LLC | 1,863 | $405.1K | 0.26% | −927−33.2% | Reduced |
| MONECO Advisors, LLC | 1,878 | $408.3K | 0.11% | +51+2.8% | Added |
| Yarbrough Capital, LLC | 1,880 | $408.8K | 0.02% | +1,880 | New |
| Greenleaf Trust | 1,900 | $413.1K | 0.00% | −187−9.0% | Reduced |
| Merit Financial Group, LLC | 1,900 | $413.2K | 0.01% | −89−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,902 | $413.6K | 0.05% | −381−16.7% | Reduced |
| Lincoln National Corp | 1,941 | $422.0K | 0.01% | +136+7.5% | Added |
| Gladstone Institutional Advisory LLC | 1,957 | $425.6K | 0.03% | +593+43.5% | Added |
| Davenport & Co LLC | 1,962 | $426.6K | 0.00% | +114+6.2% | Added |
| AdvisorShares Investments LLC | 1,978 | $430.1K | 0.12% | +1,978 | New |
| WJ Wealth Management, LLC | 2,000 | $434.9K | 0.21% | +1,000+100.0% | Added |
| Cipher Capital LP | 2,044 | $444.4K | 0.08% | +2,044 | New |
| Archer Investment Corp | 2,081 | $452.4K | 0.16% | −891−30.0% | Reduced |
| Metis Global Partners, LLC | 2,085 | $453.3K | 0.02% | +26+1.3% | Added |
| Alps Advisors Inc | 2,112 | $459.2K | 0.00% | +458+27.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,134 | $464.0K | 0.03% | +131+6.5% | Added |
| Verition Fund Management LLC | 2,176 | $473.1K | 0.01% | −19,302−89.9% | Reduced |
| Hamilton Capital Partners Inc. | 2,190 | $476.2K | 0.17% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 2,205 | $479.4K | 0.04% | 00.0% | Unchanged |
| Schroder Investment Management Group | 2,206 | $479.7K | 0.00% | −700−24.1% | Reduced |
| XML Financial, LLC | 2,210 | $480.5K | 0.06% | +3+0.1% | Added |