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 |
|---|---|---|---|---|---|
| Ironwood Investment Counsel, LLC | 2,210 | $480.5K | 0.11% | 00.0% | Unchanged |
| London Co of Virginia | 2,270 | $493.6K | 0.00% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 2,300 | $500.1K | 2.60% | +2,300 | New |
| Parallel Advisors, LLC | 2,309 | $502.1K | 0.02% | −72−3.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,456 | $534.0K | 0.00% | −4,565−65.0% | Reduced |
| Vetamer Capital Management, L.P. | 2,472 | $537.5K | 0.83% | +2,472 | New |
| Genus Capital Management Inc. | 2,500 | $543.6K | 0.08% | +2,500 | New |
| Creative Planning | 2,502 | $544.0K | 0.00% | +89+3.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 2,563 | $557.3K | 0.01% | +1,093+74.4% | Added |
| Intercontinental Wealth Advisors, LLC | 2,577 | $560.3K | 0.13% | +85+3.4% | Added |
| Commonwealth Equity Services, LLC | 2,588 | $563.0K | 0.00% | +60+2.4% | Added |
| Axxcess Wealth Management, LLC | 2,607 | $566.9K | 0.04% | +178+7.3% | Added |
| Mercer Global Advisors Inc | 2,623 | $570.0K | 0.00% | −70−2.6% | Reduced |
| Concorde Asset Management, LLC | 2,673 | $581.1K | 0.54% | +2,673 | New |
| Fox Run Management, L.L.C. | 2,700 | $587.1K | 0.17% | +1,667+161.4% | Added |
| Manufacturers Life Insurance Company, The | 2,735 | $594.7K | 0.00% | −458−14.3% | Reduced |
| Boothbay Fund Management, LLC | 2,769 | $602.1K | 0.02% | +449+19.4% | Added |
| Integrated Investment Consultants, LLC | 2,784 | $605.3K | 0.19% | +91+3.4% | Added |
| Change Path, LLC | 2,788 | $606.0K | 0.03% | +569+25.6% | Added |
| Stratos Wealth Partners, LTD. | 2,803 | $609.6K | 0.01% | +179+6.8% | Added |
| TownSquare Capital, LLC | 2,816 | $612.3K | 0.01% | +344+13.9% | Added |
| Anchor Investment Management, LLC | 2,834 | $616.2K | 0.08% | +2,834 | New |
| ACT Advisors, LLC. | 2,900 | $630.5K | 0.42% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,914 | $633.6K | 0.00% | −617−17.5% | Reduced |
| Foresight Global Investors, Inc. | 2,960 | $643.6K | 0.35% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,965 | $644.7K | 0.03% | +237+8.7% | Added |
| Versor Investments LP | 2,970 | $645.8K | 0.11% | −445−13.0% | Reduced |
| Pittenger & Anderson Inc | 3,035 | $659.9K | 0.03% | −705−18.9% | Reduced |
| Bessemer Group Inc | 3,053 | $664.0K | 0.00% | −162−5.0% | Reduced |
| Integrated Wealth Concepts LLC | 3,087 | $671.2K | 0.01% | +3,087 | New |
| Jefferies Financial Group Inc. | 3,100 | $674.0K | 0.01% | −1,075−25.7% | Reduced |
| Lazard Asset Management LLC | 3,120 | $677.0K | 0.00% | −4,636−59.8% | Reduced |
| Argent Trust Co | 3,190 | $693.6K | 0.04% | −179−5.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,202 | $697.0K | 0.09% | +533+20.0% | Added |
| Argent Capital Management LLC | 3,250 | $706.6K | 0.02% | −1,036−24.2% | Reduced |
| Compagnie Lombard Odier SCmA | 3,333 | $724.7K | 0.02% | −3,322−49.9% | Reduced |
| Fulton Bank, N.A. | 3,357 | $729.9K | 0.04% | −2,541−43.1% | Reduced |
| Colony Group LLC | 3,410 | $741.0K | 0.01% | +7+0.2% | Added |
| Stelac Advisory Services LLC | 3,437 | $747.3K | 0.33% | −197−5.4% | Reduced |
| Baird Financial Group, Inc. | 3,441 | $748.2K | 0.00% | −146−4.1% | Reduced |
| LVW Advisors, LLC | 3,501 | $761.2K | 0.15% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,505 | $762.1K | 0.06% | +3+0.1% | Added |
| Globeflex Capital L P | 3,586 | $779.7K | 0.09% | +1,500+71.9% | Added |
| Ritholtz Wealth Management | 3,600 | $782.8K | 0.04% | −181−4.8% | Reduced |
| Castleark Management LLC | 3,685 | $801.2K | 0.04% | +1,040+39.3% | Added |
| E. Ohman J:or Asset Management AB | 3,700 | $804.5K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 3,790 | $824.0K | 0.23% | −10−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 3,794 | $825.0K | 0.02% | −8−0.2% | Reduced |
| Advisor Partners II, LLC | 3,857 | $838.6K | 0.04% | +3,857 | New |
| Navellier & Associates Inc | 4,022 | $874.5K | 0.17% | +348+9.5% | Added |
| Oppenheimer Asset Management Inc. | 4,026 | $875.4K | 0.01% | +139+3.6% | Added |
| Cresset Asset Management, LLC | 4,028 | $875.8K | 0.01% | +4,028 | New |
| Alera Investment Advisors, LLC | 4,068 | $884.5K | 0.19% | +172+4.4% | Added |
| Vestcor Inc | 4,089 | $889.0K | 0.03% | −16−0.4% | Reduced |
| SkyView Investment Advisors, LLC | 4,123 | $896.0K | 0.22% | −26−0.6% | Reduced |
| Ethic Inc. | 4,143 | $900.9K | 0.03% | −717−14.8% | Reduced |
| Meeder Asset Management Inc | 4,281 | $930.8K | 0.07% | +4,281 | New |
| Shell Asset Management Co | 4,305 | $936.0K | 0.04% | −518−10.7% | Reduced |
| Investment Management Corp of Ontario | 4,355 | $946.9K | 0.04% | −2,898−40.0% | Reduced |
| Cornercap Investment Counsel Inc | 4,387 | $953.9K | 0.17% | +473+12.1% | Added |
| Two Sigma Investments, LP | 4,400 | $956.7K | 0.00% | −2,902−39.7% | Reduced |
| Aureus Asset Management, LLC | 4,455 | $968.7K | 0.07% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 4,505 | $979.5K | 0.03% | −63−1.4% | Reduced |
| Proequities, Inc. | 4,507 | $980.0K | 0.07% | −11−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 4,329 | $982.0K | 0.02% | −2,733−38.7% | Reduced |
| Nomura Holdings Inc | 4,572 | $994.1K | 0.01% | −5,387−54.1% | Reduced |
| Bleakley Financial Group, LLC | 4,605 | $1.00M | 0.03% | +79+1.7% | Added |
| Kennedy Capital Management, Inc. | 4,654 | $1.01M | 0.02% | +2,197+89.4% | Added |
| Gsa Capital Partners LLP | 4,744 | $1.03M | 0.10% | +4,744 | New |
| Brinker Capital Investments, LLC | 4,758 | $1.03M | 0.01% | +4,758 | New |
| Orion Portfolio Solutions, LLC | 4,758 | $1.03M | 0.01% | +4,758 | New |
| MetLife Investment Management | 4,793 | $1.04M | 0.01% | −31−0.6% | Reduced |
| Independent Advisor Alliance | 4,798 | $1.04M | 0.05% | +292+6.5% | Added |
| Advisor OS, LLC | 4,801 | $1.04M | 0.17% | +111+2.4% | Added |
| M&T Bank Corp | 4,947 | $1.08M | 0.00% | −84−1.7% | Reduced |
| Gateway Investment Advisers LLC | 4,995 | $1.09M | 0.01% | −5,329−51.6% | Reduced |
| Banque Pictet & Cie SA | 5,017 | $1.09M | 0.01% | +5,017 | New |
| Advisors Asset Management, Inc. | 5,048 | $1.10M | 0.02% | −50−1.0% | Reduced |
| Cerity Partners LLC | 5,156 | $1.12M | 0.00% | +1,336+35.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,187 | $1.13M | 0.00% | −165−3.1% | Reduced |
| Banque Cantonale Vaudoise | 5,200 | $1.13M | 0.05% | −4,200−44.7% | Reduced |
| Financial Advocates Investment Management | 5,277 | $1.15M | 0.08% | −10−0.2% | Reduced |
| Estate Counselors, LLC | 5,290 | $1.15M | 0.15% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 5,328 | $1.16M | 0.29% | −8−0.1% | Reduced |
| Cetera Investment Advisers | 5,369 | $1.17M | 0.01% | −354−6.2% | Reduced |
| King Luther Capital Management Corp | 5,381 | $1.17M | 0.01% | +159+3.0% | Added |
| Raymond James Trust N.A. | 5,466 | $1.19M | 0.03% | +1,445+35.9% | Added |
| Headlands Technologies LLC | 5,621 | $1.22M | 0.39% | +5,621 | New |
| Van Leeuwen & Company, LLC | 5,693 | $1.26M | 0.79% | −50−0.9% | Reduced |
| Highland Capital Management, LLC | 5,797 | $1.26M | 0.08% | +5,797 | New |
| FDx Advisors, Inc. | 5,844 | $1.27M | 0.07% | −1,436−19.7% | Reduced |
| ExodusPoint Capital Management, LP | 5,893 | $1.28M | 0.01% | −18,841−76.2% | Reduced |
| Squarepoint Ops LLC | 5,894 | $1.28M | 0.01% | −1,241−17.4% | Reduced |
| Maryland State Retirement & Pension System | 5,954 | $1.29M | 0.03% | −305−4.9% | Reduced |
| Bridgewater Associates, LP | 5,960 | $1.30M | 0.01% | +5,960 | New |
| Aquila Investment Management LLC | 6,000 | $1.30M | 1.07% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 6,015 | $1.31M | 0.01% | −100,073−94.3% | Reduced |
| Nicholas Investment Partners, LP | 6,039 | $1.31M | 0.09% | −2,827−31.9% | Reduced |
| Connectus Wealth, LLC | 6,042 | $1.31M | 0.03% | −464−7.1% | Reduced |
| Oregon Public Employees Retirement Fund | 6,147 | $1.34M | 0.02% | −8,481−58.0% | Reduced |