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 |
|---|---|---|---|---|---|
| AXA S.A. | 0 | $0 | 0.00% | −52,455−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −52,118−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −43,123−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −41,106−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −33,107−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −32,852−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −24,500−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −20,028−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −19,700−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −18,257−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Abner Herrman & Brock LLC | 0 | $0 | 0.00% | −16,225−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −11,950−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −11,605−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −9,475−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −9,087−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −7,170−100.0% | Sold out |
| De Burlo Group Inc | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,126−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −5,989−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −5,967−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −5,607−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,483−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −5,380−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,141−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −5,071−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −4,961−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −5,019−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −4,535−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −4,230−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −4,004−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| State of Alaska, Department of Revenue | 0 | $0 | 0.00% | −3,162−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −3,054−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −2,988−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,875−100.0% | Sold out |
| Bank of Hawaii | 0 | $0 | 0.00% | −2,522−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −2,393−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −1,989−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,988−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,976−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,931−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,893−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −1,811−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −1,641−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −1,606−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,478−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,435−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,404−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −1,369−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,366−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,345−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −1,205−100.0% | Sold out |
| BTC Capital Management, Inc. | 0 | $0 | 0.00% | −1,197−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,064−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −1,036−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,019−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −1,012−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −671−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |
| Stonnington Group, LLC | – | – | – | – | Not filed |
| CTC Capital Management, LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |