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 |
|---|---|---|---|---|---|
| Bamco Inc | 109,083 | $23.7M | 0.07% | +12,449+12.9% | Added |
| Rhumbline Advisers | 117,833 | $25.6M | 0.03% | +20,751+21.4% | Added |
| Renaissance Technologies LLC | 119,100 | $25.9M | 0.04% | +48,500+68.7% | Added |
| Russell Investments Group, Ltd. | 120,767 | $26.3M | 0.05% | −30,806−20.3% | Reduced |
| Truist Financial Corp | 123,579 | $26.9M | 0.04% | +4,528+3.8% | Added |
| National Pension Service | 125,400 | $27.3M | 0.04% | −18,500−12.9% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 127,059 | $27.6M | 0.33% | +107,389+546.0% | Added |
| California State Teachers Retirement System | 128,194 | $27.9M | 0.04% | −5,132−3.8% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 134,495 | $29.2M | 0.63% | −42,400−24.0% | Reduced |
| Qube Research & Technologies Ltd | 134,964 | $29.3M | 0.11% | −121,504−47.4% | Reduced |
| Credit Suisse AG | 135,066 | $29.4M | 0.03% | −32,857−19.6% | Reduced |
| AQR Capital Management LLC | 142,200 | $30.9M | 0.07% | +57,015+66.9% | Added |
| Bank of Nova Scotia | 142,580 | $31.0M | 0.08% | +140,149+5,765.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 147,571 | $32.1M | 0.69% | +147,571 | New |
| Primecap Management Co | 150,000 | $32.6M | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 150,253 | $32.7M | 0.05% | +81,385+118.2% | Added |
| California Public Employees Retirement System | 152,814 | $33.2M | 0.03% | −11,712−7.1% | Reduced |
| Royal Bank of Canada | 155,929 | $33.9M | 0.01% | +2,328+1.5% | Added |
| HSBC Holdings PLC | 161,010 | $35.0M | 0.04% | +93,505+138.5% | Added |
| SEI Investments Co | 164,366 | $35.7M | 0.06% | +3,274+2.0% | Added |
| Pinebridge Investments, L.P. | 166,629 | $36.2M | 0.39% | +36,665+28.2% | Added |
| Cornerstone Investment Partners, LLC | 169,223 | $36.8M | 2.26% | −1,847−1.1% | Reduced |
| Trillium Asset Management, LLC | 173,616 | $37.7M | 1.06% | +11,816+7.3% | Added |
| Employees Retirement System of Texas | 182,000 | $39.6M | 0.54% | 00.0% | Unchanged |
| FIL Ltd | 182,279 | $39.6M | 0.04% | −29,431−13.9% | Reduced |
| Moore Capital Management, LP | 183,960 | $40.0M | 0.97% | +157,680+600.0% | Added |
| Southpoint Capital Advisors LP | 190,000 | $41.3M | 0.90% | −10,000−5.0% | Reduced |
| Commerce Bank | 195,398 | $42.5M | 0.32% | −5,273−2.6% | Reduced |
| TD Asset Management Inc | 209,702 | $45.6M | 0.05% | +32,069+18.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 213,368 | $46.4M | 0.04% | −25,700−10.8% | Reduced |
| Franklin Resources Inc | 214,731 | $46.7M | 0.02% | +12,023+5.9% | Added |
| Victory Capital Management Inc | 224,635 | $48.8M | 0.05% | −84,458−27.3% | Reduced |
| Azora Capital LP | 226,418 | $49.2M | 10.03% | −55,471−19.7% | Reduced |
| UBS Asset Management Americas Inc | 283,950 | $57.5M | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 275,268 | $59.9M | 0.03% | −230,280−45.6% | Reduced |
| Artemis Investment Management LLP | 288,848 | $62.7M | 0.80% | −34,527−10.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 307,769 | $66.9M | 0.11% | +17,429+6.0% | Added |
| Goldman Sachs Group Inc | 321,429 | $69.9M | 0.02% | −16,834−5.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 325,603 | $70.8M | 0.41% | −165,820−33.7% | Reduced |
| Invesco Ltd. | 345,154 | $75.0M | 0.02% | −14,875−4.1% | Reduced |
| Jackson Square Partners, LLC | 357,484 | $77.7M | 2.27% | −32,336−8.3% | Reduced |
| Holocene Advisors, LP | 364,051 | $79.2M | 0.35% | +364,051 | New |
| Raymond James & Associates | 370,555 | $80.6M | 0.07% | +34,735+10.3% | Added |
| LMR Partners LLP | 378,991 | $82.4M | 1.88% | +116,129+44.2% | Added |
| Legal & General Group Plc | 397,057 | $86.3M | 0.03% | −11,900−2.9% | Reduced |
| Agf Management Ltd | 408,183 | $88.8M | 0.64% | +3,000+0.7% | Added |
| Epoch Investment Partners, Inc. | 420,557 | $91.4M | 0.53% | +233,145+124.4% | Added |
| Deutsche Bank AG | 426,084 | $92.6M | 0.05% | −95,879−18.4% | Reduced |
| Wells Fargo & Company | 429,968 | $93.5M | 0.03% | +5,645+1.3% | Added |
| Alliancebernstein L.P. | 465,745 | $101.3M | 0.04% | −554,223−54.3% | Reduced |
| Northern Trust Corp | 467,003 | $101.5M | 0.02% | −39,904−7.9% | Reduced |
| Balyasny Asset Management LLC | 476,845 | $103.7M | 0.29% | +395,992+489.8% | Added |
| First Pacific Advisors, LP | 481,500 | $104.7M | 1.53% | −285−0.1% | Reduced |
| Marshall Wace, LLP | 482,953 | $105.0M | 0.23% | +199,238+70.2% | Added |
| Charles Schwab Investment Management Inc | 490,239 | $106.6M | 0.03% | −6,897−1.4% | Reduced |
| Fairview Capital Investment Management, LLC | 513,738 | $111.7M | 7.06% | −11,389−2.2% | Reduced |
| American Century Companies Inc | 532,768 | $115.8M | 0.09% | +119,491+28.9% | Added |
| Price T Rowe Associates Inc | 539,790 | $117.4M | 0.02% | +14,173+2.7% | Added |
| Junto Capital Management LP | 550,555 | $119.7M | 3.04% | +330,335+150.0% | Added |
| Millennium Management LLC | 557,422 | $121.2M | 0.13% | −930,219−62.5% | Reduced |
| Citadel Advisors LLC | 570,693 | $124.1M | 0.14% | +169,550+42.3% | Added |
| ArrowMark Colorado Holdings LLC | 588,363 | $127.9M | 1.40% | +125,227+27.0% | Added |
| Morgan Stanley | 618,219 | $134.4M | 0.01% | −80,199−11.5% | Reduced |
| Bank of America Corp | 634,494 | $138.0M | 0.02% | +204,734+47.6% | Added |
| Wellington Management Group LLP | 638,189 | $138.8M | 0.03% | −710,254−52.7% | Reduced |
| Westfield Capital Management Co LP | 650,449 | $141.4M | 0.90% | +57,292+9.7% | Added |
| Darlington Partners Capital Management, LP | 705,468 | $153.4M | 10.51% | +52,202+8.0% | Added |
| Dimensional Fund Advisors LP | 718,473 | $156.2M | 0.05% | +10,507+1.5% | Added |
| Eagle Asset Management Inc | 737,232 | $160.3M | 0.89% | −32,786−4.3% | Reduced |
| Voya Investment Management LLC | 744,070 | $161.8M | 0.17% | +126,947+20.6% | Added |
| Eminence Capital, LP | 784,225 | $170.5M | 3.06% | +66,106+9.2% | Added |
| Standard Life Aberdeen plc | 818,587 | $178.0M | 0.41% | +53,226+7.0% | Added |
| Boston Partners | 847,460 | $184.3M | 0.25% | +785,347+1,264.4% | Added |
| Bank of New York Mellon Corp | 938,123 | $204.0M | 0.04% | +180,339+23.8% | Added |
| Nuveen Asset Management, LLC | 946,569 | $205.8M | 0.07% | −81,733−7.9% | Reduced |
| Norges Bank | 1,042,985 | $226.8M | 0.04% | +24,258+2.4% | Added |
| D. E. Shaw & Co., Inc. | 1,101,579 | $239.5M | 0.37% | +48,181+4.6% | Added |
| JPMorgan Chase & Co | 1,240,651 | $269.8M | 0.03% | −5,268−0.4% | Reduced |
| Geode Capital Management, LLC | 1,318,823 | $286.3M | 0.03% | −138,033−9.5% | Reduced |
| Clarkston Capital Partners, LLC | 1,501,863 | $326.6M | 5.87% | +17,408+1.2% | Added |
| State Street Corp | 1,711,245 | $372.1M | 0.02% | +2,693+0.2% | Added |
| Samlyn Capital, LLC | 1,843,225 | $400.8M | 6.96% | +70,337+4.0% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,003,058 | $435.5M | 3.99% | +143,417+7.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,065,911 | $449.2M | 1.26% | +49,744+2.5% | Added |
| Capital Research Global Investors | 2,197,845 | $477.9M | 0.13% | +1,188,739+117.8% | Added |
| FMR LLC | 2,426,302 | $527.6M | 0.04% | −1,857,373−43.4% | Reduced |
| WCM Investment Management, LLC | 2,446,845 | $532.2M | 1.59% | −17,200−0.7% | Reduced |
| Janus Henderson Group PLC | 3,380,068 | $734.9M | 0.46% | +74,072+2.2% | Added |
| BlackRock Inc. | 6,277,843 | $1.36B | 0.04% | −264,913−4.0% | Reduced |
| Vanguard Group Inc | 7,420,139 | $1.61B | 0.04% | −517,889−6.5% | Reduced |
| Egerton Capital (UK) LLP | 0 | $0 | 0.00% | −1,019,727−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −177,972−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −137,461−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −88,370−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −83,025−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −63,612−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −59,670−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −53,980−100.0% | Sold out |