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 |
|---|---|---|---|---|---|
| Prudential PLC | 21,318 | $4.64M | 0.05% | −953−4.3% | Reduced |
| Arizona State Retirement System | 21,458 | $4.67M | 0.04% | −1,684−7.3% | Reduced |
| Phoenix Holdings Ltd. | 21,891 | $4.76M | 0.10% | +5,940+37.2% | Added |
| HRT Financial LP | 22,248 | $4.84M | 0.05% | +22,248 | New |
| Tobam | 22,426 | $4.88M | 0.37% | −823−3.5% | Reduced |
| Bullseye Asset Management LLC | 22,527 | $4.90M | 2.46% | 00.0% | Unchanged |
| Intech Investment Management LLC | 22,669 | $4.93M | 0.05% | +926+4.3% | Added |
| Private Advisor Group, LLC | 23,145 | $5.03M | 0.04% | +13+0.1% | Added |
| EFG Asset Management (North America) Corp. | 23,266 | $5.06M | 1.09% | +605+2.7% | Added |
| Thames Capital Management LLC | 23,507 | $5.11M | 2.72% | +10,496+80.7% | Added |
| US Bancorp | 23,944 | $5.21M | 0.01% | −1,605−6.3% | Reduced |
| Summit Global Investments | 24,281 | $5.28M | 0.35% | −5,451−18.3% | Reduced |
| Worldquant Millennium Advisors LLC | 24,686 | $5.37M | 0.09% | +17,413+239.4% | Added |
| Nordea Investment Management AB | 25,830 | $5.63M | 0.01% | −11,839−31.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 26,600 | $5.78M | 0.07% | +2,000+8.1% | Added |
| Jane Street Group, LLC | 26,977 | $5.87M | 0.01% | +12,147+81.9% | Added |
| Korea Investment CORP | 27,003 | $5.87M | 0.02% | −35,162−56.6% | Reduced |
| Eagle Rock Investment Company, LLC | 26,087 | $5.89M | 1.27% | +2,173+9.1% | Added |
| KWB Wealth | 27,988 | $6.09M | 0.96% | +130.0% | Added |
| HST Ventures, LLC | 28,889 | $6.28M | 3.07% | +28,889 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,076 | $6.32M | 0.01% | +1,326+4.8% | Added |
| Formuepleje A/S | 29,317 | $6.37M | 0.56% | −1,911−6.1% | Reduced |
| Nomura Asset Management Co Ltd | 29,960 | $6.51M | 0.03% | −2,827−8.6% | Reduced |
| Crestline Management, LP | 30,000 | $6.52M | 0.71% | +30,000 | New |
| Segment Wealth Management, LLC | 30,062 | $6.54M | 0.67% | +24+0.1% | Added |
| Asset Management One Co.,Ltd. | 30,846 | $6.71M | 0.03% | −115−0.4% | Reduced |
| Massachusetts Financial Services Co | 31,020 | $6.74M | 0.00% | −23,053−42.6% | Reduced |
| Brown Brothers Harriman & Co | 31,241 | $6.79M | 0.05% | +11,930+61.8% | Added |
| Swiss Life Asset Management Ltd | 31,814 | $6.92M | 0.10% | −1,751−5.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,021 | $6.96M | 0.03% | +1,076+3.5% | Added |
| Ossiam | 32,026 | $6.96M | 0.13% | +31,265+4,108.4% | Added |
| KBC Group NV | 32,079 | $6.97M | 0.03% | −15,762−32.9% | Reduced |
| CI Private Wealth, LLC | 32,728 | $7.12M | 0.02% | −1,466−4.3% | Reduced |
| Andra AP-fonden | 34,000 | $7.39M | 0.19% | +3,500+11.5% | Added |
| Janney Montgomery Scott LLC | 34,214 | $7.44M | 0.03% | +77+0.2% | Added |
| Capital Fund Management S.A. | 34,527 | $7.51M | 0.12% | −26,409−43.3% | Reduced |
| Pathstone Family Office, LLC | 34,926 | $7.59M | 0.11% | +515+1.5% | Added |
| Advantage Alpha Capital Partners LP | 34,970 | $7.60M | 1.52% | +5,237+17.6% | Added |
| Hudson Bay Capital Management LP | 35,000 | $7.61M | 0.08% | −15,000−30.0% | Reduced |
| Candriam Luxembourg S.C.A. | 35,821 | $7.79M | 0.06% | −33,869−48.6% | Reduced |
| Interval Partners, LP | 35,941 | $7.81M | 0.39% | +22,099+159.7% | Added |
| Brandywine Global Investment Management, LLC | 36,062 | $7.84M | 0.07% | +36,062 | New |
| Mn Services Vermogensbeheer B.V. | 37,400 | $8.13M | 0.08% | −2,000−5.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 38,378 | $8.34M | 0.32% | +221+0.6% | Added |
| Community Trust & Investment Co | 39,381 | $8.56M | 0.69% | +76+0.2% | Added |
| Point72 Europe (London) LLP | 39,676 | $8.63M | 1.26% | +18,700+89.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,095 | $8.72M | 0.13% | +9,156+29.6% | Added |
| Venturi Wealth Management, LLC | 40,663 | $8.84M | 0.71% | +1,057+2.7% | Added |
| State of Wisconsin Investment Board | 40,944 | $8.90M | 0.03% | −2,552−5.9% | Reduced |
| Pictet Asset Management SA | 41,309 | $8.98M | 0.01% | +9,335+29.2% | Added |
| Brant Point Investment Management LLC | 41,553 | $9.03M | 2.07% | −3,108−7.0% | Reduced |
| First Trust Advisors LP | 42,734 | $9.29M | 0.01% | −66,099−60.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 42,627 | $9.31M | 1.03% | +5,721+15.5% | Added |
| Aviva PLC | 42,919 | $9.33M | 0.04% | −33,286−43.7% | Reduced |
| Advisor Group Holdings, Inc. | 43,352 | $9.44M | 0.02% | −1,787−4.0% | Reduced |
| Ameriprise Financial Inc | 43,706 | $9.50M | 0.00% | +2,870+7.0% | Added |
| Logan Capital Management Inc | 43,793 | $9.52M | 0.46% | −2,154−4.7% | Reduced |
| Royal London Asset Management Ltd | 43,895 | $9.54M | 0.03% | +24,308+124.1% | Added |
| Ensign Peak Advisors, Inc | 44,025 | $9.57M | 0.02% | +1,030+2.4% | Added |
| Icon Advisers Inc | 45,632 | $9.92M | 2.52% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 46,225 | $10.1M | 0.03% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 46,712 | $10.2M | 0.03% | +2,614+5.9% | Added |
| Forsta Ap-Fonden | 47,200 | $10.3M | 0.11% | +5,600+13.5% | Added |
| Public Employees Retirement System of Ohio | 47,725 | $10.4M | 0.04% | −1,345−2.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 48,733 | $10.6M | 0.03% | −8,987−15.6% | Reduced |
| Natixis | 49,308 | $10.7M | 0.09% | +49,308 | New |
| Schonfeld Strategic Advisors LLC | 49,624 | $10.8M | 0.09% | −18,344−27.0% | Reduced |
| Great West Life Assurance Co | 50,184 | $11.0M | 0.03% | −4,689−8.5% | Reduced |
| Man Group plc | 50,441 | $11.0M | 0.03% | – | – |
| Northwestern Mutual Wealth Management Co | 50,445 | $11.0M | 0.01% | +5,003+11.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 51,063 | $11.1M | 0.26% | +20,685+68.1% | Added |
| Treasurer of the State of North Carolina | 51,835 | $11.3M | 0.06% | +8,765+20.4% | Added |
| Brookfield Asset Management Inc. | 52,177 | $11.3M | 0.04% | +52,177 | New |
| Barclays PLC | 54,099 | $11.8M | 0.01% | +8,708+19.2% | Added |
| Storebrand Asset Management AS | 57,568 | $12.5M | 0.06% | −21,184−26.9% | Reduced |
| Point72 Asset Management, L.P. | 57,900 | $12.6M | 0.04% | +3,300+6.0% | Added |
| PFS Investments Inc. | 58,632 | $12.7M | 0.21% | +6,273+12.0% | Added |
| Amundi | 57,901 | $12.8M | 0.01% | −127,012−68.7% | Reduced |
| Phase 2 Partners, LLC | 63,493 | $13.8M | 6.26% | +23,152+57.4% | Added |
| Prana Capital Management, LP | 63,829 | $13.9M | 0.93% | +37,761+144.9% | Added |
| Reinhart Partners, Inc. | 65,645 | $14.3M | 0.72% | +1,094+1.7% | Added |
| Fort Washington Investment Advisors Inc | 71,299 | $15.5M | 0.11% | −150.0% | Reduced |
| Iridian Asset Management LLC | 71,871 | $15.6M | 1.45% | +19,986+38.5% | Added |
| Thornburg Investment Management Inc | 72,359 | $15.7M | 0.25% | −3,224−4.3% | Reduced |
| Panagora Asset Management Inc | 72,484 | $15.8M | 0.09% | +36,261+100.1% | Added |
| LPL Financial LLC | 73,120 | $15.9M | 0.01% | −43−0.1% | Reduced |
| Teacher Retirement System of Texas | 73,291 | $15.9M | 0.11% | −18,364−20.0% | Reduced |
| Citigroup Inc | 77,511 | $16.9M | 0.02% | +9,764+14.4% | Added |
| Bank of Montreal | 83,237 | $18.1M | 0.01% | −88,393−51.5% | Reduced |
| New York State Common Retirement Fund | 86,024 | $18.7M | 0.02% | −2,570−2.9% | Reduced |
| Coronation Fund Managers Ltd. | 86,923 | $18.9M | 0.51% | +8,279+10.5% | Added |
| Cramer Rosenthal McGlynn LLC | 89,371 | $19.4M | 0.97% | −8,816−9.0% | Reduced |
| UBS Group AG | 90,964 | $19.8M | 0.01% | +45,665+100.8% | Added |
| State Board of Administration of Florida Retirement System | 93,265 | $20.3M | 0.04% | −2,324−2.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 94,155 | $20.5M | 0.05% | +14,527+18.2% | Added |
| Heron Bay Capital Management | 94,304 | $20.5M | 5.69% | +23,217+32.7% | Added |
| Canada Pension Plan Investment Board | 99,745 | $21.7M | 0.03% | −9,200−8.4% | Reduced |
| Susquehanna International Group, LLP | 104,750 | $22.8M | 0.04% | −74,663−41.6% | Reduced |
| GCM Grosvenor Holdings, LLC | 105,300 | $22.9M | 9.90% | 00.0% | Unchanged |
| Stifel Financial Corp | 106,467 | $23.1M | 0.03% | −397−0.4% | Reduced |