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 |
|---|---|---|---|---|---|
| MAI Capital Management | 6,171 | $1.34M | 0.02% | −2,024−24.7% | Reduced |
| Kestra Advisory Services, LLC | 6,329 | $1.38M | 0.01% | +580+10.1% | Added |
| DRW Securities, LLC | 6,500 | $1.41M | 0.11% | +6,500 | New |
| HighTower Advisors, LLC | 6,601 | $1.44M | 0.00% | −4,194−38.9% | Reduced |
| Federated Hermes, Inc. | 6,616 | $1.44M | 0.00% | −28,983−81.4% | Reduced |
| Dark Forest Capital Management LP | 6,632 | $1.44M | 0.15% | +6,632 | New |
| Paragon Advisors, LLC | 6,801 | $1.48M | 0.48% | −5,301−43.8% | Reduced |
| Dana Investment Advisors, Inc. | 6,838 | $1.49M | 0.07% | −1,307−16.0% | Reduced |
| Sterling Group Wealth Management, LLC | 6,992 | $1.52M | 1.32% | +5+0.1% | Added |
| Cetera Advisor Networks LLC | 7,081 | $1.54M | 0.01% | +497+7.5% | Added |
| New York State Teachers Retirement System | 7,100 | $1.54M | 0.00% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 7,103 | $1.54M | 0.01% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 7,156 | $1.56M | 0.04% | −4,584−39.0% | Reduced |
| Engineers Gate Manager LP | 7,177 | $1.56M | 0.06% | −30,522−81.0% | Reduced |
| PEAK6 Investments LLC | 7,213 | $1.57M | 0.13% | +7,177+19,936.1% | Added |
| Kiwi Wealth Investments Limited Partnership | 7,225 | $1.57M | 0.10% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 7,247 | $1.58M | 0.48% | +275+3.9% | Added |
| Sumitomo Life Insurance Co | 7,361 | $1.60M | 0.07% | +72+1.0% | Added |
| Pitcairn Co | 7,452 | $1.62M | 0.14% | −24−0.3% | Reduced |
| Redwood Investment Management, LLC | 7,580 | $1.65M | 0.17% | +7,580 | New |
| Cinctive Capital Management LP | 7,622 | $1.66M | 0.06% | +7,622 | New |
| Mariner, LLC | 7,652 | $1.66M | 0.00% | +225+3.0% | Added |
| Clark Capital Management Group, Inc. | 7,658 | $1.67M | 0.01% | −818−9.7% | Reduced |
| CenterBook Partners LP | 7,758 | $1.69M | 0.21% | +7,758 | New |
| Sheaff Brock Investment Advisors, LLC | 7,931 | $1.72M | 0.17% | −18−0.2% | Reduced |
| Neuberger Berman Group LLC | 7,967 | $1.73M | 0.00% | +904+12.8% | Added |
| Eqis Capital Management, Inc. | 7,998 | $1.74M | 0.20% | −1,283−13.8% | Reduced |
| Gulf International Bank (UK) Ltd | 8,018 | $1.74M | 0.04% | −2,531−24.0% | Reduced |
| Nissay Asset Management Corp | 8,348 | $1.82M | 0.02% | −194−2.3% | Reduced |
| Blackhawk Capital Partners LLC. | 8,399 | $1.83M | 1.27% | +2,987+55.2% | Added |
| Yorktown Management & Research Co Inc | 8,400 | $1.83M | 1.96% | −2,300−21.5% | Reduced |
| First Hawaiian Bank | 8,411 | $1.83M | 0.06% | −1,758−17.3% | Reduced |
| Mackenzie Financial Corp | 8,398 | $1.85M | 0.00% | −5,174−38.1% | Reduced |
| Flynn Zito Capital Management, LLC | 8,634 | $1.88M | 1.27% | 00.0% | Unchanged |
| Sirios Capital Management L P | 8,701 | $1.89M | 0.33% | −39,408−81.9% | Reduced |
| Kames Capital plc | 8,834 | $1.92M | 0.03% | −245−2.7% | Reduced |
| Laurion Capital Management LP | 8,887 | $1.93M | 0.08% | +3,957+80.3% | Added |
| Moran Wealth Management, LLC | 8,987 | $1.95M | 0.07% | −333−3.6% | Reduced |
| Amalgamated Bank | 9,102 | $1.98M | 0.02% | −8,142−47.2% | Reduced |
| Daiwa Securities Group Inc. | 9,262 | $2.01M | 0.01% | −394−4.1% | Reduced |
| Advisory Services Network, LLC | 9,576 | $2.08M | 0.06% | +10+0.1% | Added |
| JustInvest LLC | 9,593 | $2.09M | 0.06% | +423+4.6% | Added |
| Caldwell Trust Co | 9,666 | $2.10M | 0.27% | −204−2.1% | Reduced |
| Public Sector Pension Investment Board | 9,754 | $2.12M | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,798 | $2.13M | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 10,072 | $2.19M | 0.13% | +3,999+65.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,103 | $2.20M | 0.00% | −8,528−45.8% | Reduced |
| Retirement Capital Strategies | 10,111 | $2.20M | 1.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 10,133 | $2.20M | 0.00% | −1,204−10.6% | Reduced |
| CWM Advisors, LLC | 10,149 | $2.21M | 0.27% | −4,093−28.7% | Reduced |
| Silvant Capital Management LLC | 10,224 | $2.22M | 0.13% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10,333 | $2.25M | 0.02% | −6,291−37.8% | Reduced |
| Symphony Financial, Ltd. Co. | 10,751 | $2.34M | 0.58% | 00.0% | Unchanged |
| Xponance, Inc. | 11,025 | $2.40M | 0.03% | +141+1.3% | Added |
| Atria Investments LLC | 11,161 | $2.43M | 0.04% | −258−2.3% | Reduced |
| Bridgeway Capital Management, LLC | 11,290 | $2.45M | 0.06% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 11,539 | $2.51M | 0.04% | −75−0.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 11,618 | $2.53M | 0.01% | −55,606−82.7% | Reduced |
| CIBC World Markets Inc. | 12,762 | $2.77M | 0.01% | +139+1.1% | Added |
| EFG Asset Management (Americas) Corp. | 12,986 | $2.82M | 0.65% | +682+5.5% | Added |
| Efg Capital International Corp. | 12,986 | $2.82M | 0.65% | +12,986 | New |
| Blair William & Co | 13,011 | $2.83M | 0.01% | +13,011 | New |
| Voloridge Investment Management, LLC | 13,135 | $2.86M | 0.01% | −60,836−82.2% | Reduced |
| Utah Retirement Systems | 13,417 | $2.92M | 0.04% | −700−5.0% | Reduced |
| Allianz Asset Management GmbH | 13,609 | $2.96M | 0.01% | −5,008−26.9% | Reduced |
| Winton Group Ltd | 13,684 | $2.98M | 0.25% | +13,684 | New |
| CIBC Asset Management Inc | 13,702 | $2.98M | 0.01% | −181,235−93.0% | Reduced |
| Tudor Investment Corp Et Al | 13,725 | $2.98M | 0.05% | +13,725 | New |
| Van Eck Associates Corp | 13,876 | $3.02M | 0.01% | +13,876 | New |
| Swedbank AB | 13,985 | $3.04M | 0.01% | −19,442−58.2% | Reduced |
| Handelsbanken Fonder AB | 14,081 | $3.06M | 0.02% | +2,400+20.5% | Added |
| Tredje AP-fonden | 14,191 | $3.09M | 0.04% | −2,688−15.9% | Reduced |
| Verdence Capital Advisors LLC | 14,682 | $3.19M | 0.37% | −155−1.0% | Reduced |
| DnB Asset Management AS | 14,794 | $3.22M | 0.02% | −250−1.7% | Reduced |
| National Bank of Canada | 15,255 | $3.36M | 0.01% | +3,803+33.2% | Added |
| Captrust Financial Advisors | 15,485 | $3.37M | 0.01% | +543+3.6% | Added |
| TD Private Client Wealth LLC | 15,488 | $3.37M | 0.15% | +3,761+32.1% | Added |
| BlueMar Capital Management, LLC | 15,667 | $3.41M | 3.27% | +12,527+398.9% | Added |
| NewEdge Wealth, LLC | 15,670 | $3.41M | 0.11% | +482+3.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 15,739 | $3.42M | 0.02% | +2,216+16.4% | Added |
| Principal Financial Group Inc | 15,798 | $3.43M | 0.00% | +5,513+53.6% | Added |
| APG Asset Management N.V. | 17,400 | $3.47M | 0.01% | −10,500−37.6% | Reduced |
| IFM Investors Pty Ltd | 16,380 | $3.56M | 0.05% | −562−3.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,405 | $3.57M | 0.05% | −165−1.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 16,500 | $3.59M | 0.02% | +8,304+101.3% | Added |
| Cornerstone Wealth Management, LLC | 16,596 | $3.61M | 0.32% | −74−0.4% | Reduced |
| Beacon Investment Advisors LLC | 16,623 | $3.61M | 2.47% | +11,794+244.2% | Added |
| BNP Paribas Arbitrage, SA | 16,661 | $3.62M | 0.01% | −97,476−85.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 16,922 | $3.68M | 0.25% | +4,421+35.4% | Added |
| Illinois Municipal Retirement Fund | 17,742 | $3.86M | 0.08% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 18,064 | $3.93M | 0.06% | −779−4.1% | Reduced |
| Strategic Global Advisors, LLC | 18,093 | $3.93M | 0.61% | −1,215−6.3% | Reduced |
| Gradient Investments LLC | 18,637 | $4.05M | 0.10% | +3,056+19.6% | Added |
| Toronto Dominion Bank | 18,872 | $4.10M | 0.01% | −3,201−14.5% | Reduced |
| Macquarie Group Ltd | 18,882 | $4.11M | 0.00% | +11,837+168.0% | Added |
| Caisse de Depot Et Placement du Quebec | 19,057 | $4.14M | 0.01% | −141,072−88.1% | Reduced |
| Snowden Capital Advisors LLC | 19,543 | $4.25M | 0.15% | +784+4.2% | Added |
| MML Investors Services, LLC | 20,098 | $4.37M | 0.02% | +2,555+14.6% | Added |
| James Investment Research Inc | 20,476 | $4.45M | 0.57% | −1,237−5.7% | Reduced |
| Winthrop Advisory Group LLC | 20,925 | $4.55M | 0.73% | −10.0% | Reduced |