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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 86,024 | $18.7M | 0.02% | −2,570−2.9% | Reduced |
| Bank of Montreal | 83,237 | $18.1M | 0.01% | −88,393−51.5% | Reduced |
| Citigroup Inc | 77,511 | $16.9M | 0.02% | +9,764+14.4% | Added |
| Teacher Retirement System of Texas | 73,291 | $15.9M | 0.11% | −18,364−20.0% | Reduced |
| LPL Financial LLC | 73,120 | $15.9M | 0.01% | −43−0.1% | Reduced |
| Panagora Asset Management Inc | 72,484 | $15.8M | 0.09% | +36,261+100.1% | Added |
| Thornburg Investment Management Inc | 72,359 | $15.7M | 0.25% | −3,224−4.3% | Reduced |
| Iridian Asset Management LLC | 71,871 | $15.6M | 1.45% | +19,986+38.5% | Added |
| Fort Washington Investment Advisors Inc | 71,299 | $15.5M | 0.11% | −150.0% | Reduced |
| Reinhart Partners, Inc. | 65,645 | $14.3M | 0.72% | +1,094+1.7% | Added |
| Prana Capital Management, LP | 63,829 | $13.9M | 0.93% | +37,761+144.9% | Added |
| Phase 2 Partners, LLC | 63,493 | $13.8M | 6.26% | +23,152+57.4% | Added |
| Amundi | 57,901 | $12.8M | 0.01% | −127,012−68.7% | Reduced |
| PFS Investments Inc. | 58,632 | $12.7M | 0.21% | +6,273+12.0% | Added |
| Point72 Asset Management, L.P. | 57,900 | $12.6M | 0.04% | +3,300+6.0% | Added |
| Storebrand Asset Management AS | 57,568 | $12.5M | 0.06% | −21,184−26.9% | Reduced |
| Barclays PLC | 54,099 | $11.8M | 0.01% | +8,708+19.2% | Added |
| Brookfield Asset Management Inc. | 52,177 | $11.3M | 0.04% | +52,177 | New |
| Treasurer of the State of North Carolina | 51,835 | $11.3M | 0.06% | +8,765+20.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 51,063 | $11.1M | 0.26% | +20,685+68.1% | Added |
| Northwestern Mutual Wealth Management Co | 50,445 | $11.0M | 0.01% | +5,003+11.0% | Added |
| Man Group plc | 50,441 | $11.0M | 0.03% | – | – |
| Great West Life Assurance Co | 50,184 | $11.0M | 0.03% | −4,689−8.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 49,624 | $10.8M | 0.09% | −18,344−27.0% | Reduced |
| Natixis | 49,308 | $10.7M | 0.09% | +49,308 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 48,733 | $10.6M | 0.03% | −8,987−15.6% | Reduced |
| Public Employees Retirement System of Ohio | 47,725 | $10.4M | 0.04% | −1,345−2.7% | Reduced |
| Forsta Ap-Fonden | 47,200 | $10.3M | 0.11% | +5,600+13.5% | Added |
| Natixis Advisors, L.P. | 46,712 | $10.2M | 0.03% | +2,614+5.9% | Added |
| State of New Jersey Common Pension Fund D | 46,225 | $10.1M | 0.03% | 00.0% | Unchanged |
| Icon Advisers Inc | 45,632 | $9.92M | 2.52% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 44,025 | $9.57M | 0.02% | +1,030+2.4% | Added |
| Royal London Asset Management Ltd | 43,895 | $9.54M | 0.03% | +24,308+124.1% | Added |
| Logan Capital Management Inc | 43,793 | $9.52M | 0.46% | −2,154−4.7% | Reduced |
| Ameriprise Financial Inc | 43,706 | $9.50M | 0.00% | +2,870+7.0% | Added |
| Advisor Group Holdings, Inc. | 43,352 | $9.44M | 0.02% | −1,787−4.0% | Reduced |
| Aviva PLC | 42,919 | $9.33M | 0.04% | −33,286−43.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 42,627 | $9.31M | 1.03% | +5,721+15.5% | Added |
| First Trust Advisors LP | 42,734 | $9.29M | 0.01% | −66,099−60.7% | Reduced |
| Brant Point Investment Management LLC | 41,553 | $9.03M | 2.07% | −3,108−7.0% | Reduced |
| Pictet Asset Management SA | 41,309 | $8.98M | 0.01% | +9,335+29.2% | Added |
| State of Wisconsin Investment Board | 40,944 | $8.90M | 0.03% | −2,552−5.9% | Reduced |
| Venturi Wealth Management, LLC | 40,663 | $8.84M | 0.71% | +1,057+2.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,095 | $8.72M | 0.13% | +9,156+29.6% | Added |
| Point72 Europe (London) LLP | 39,676 | $8.63M | 1.26% | +18,700+89.1% | Added |
| Community Trust & Investment Co | 39,381 | $8.56M | 0.69% | +76+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 38,378 | $8.34M | 0.32% | +221+0.6% | Added |
| Mn Services Vermogensbeheer B.V. | 37,400 | $8.13M | 0.08% | −2,000−5.1% | Reduced |
| Brandywine Global Investment Management, LLC | 36,062 | $7.84M | 0.07% | +36,062 | New |
| Interval Partners, LP | 35,941 | $7.81M | 0.39% | +22,099+159.7% | Added |
| Candriam Luxembourg S.C.A. | 35,821 | $7.79M | 0.06% | −33,869−48.6% | Reduced |
| Hudson Bay Capital Management LP | 35,000 | $7.61M | 0.08% | −15,000−30.0% | Reduced |
| Advantage Alpha Capital Partners LP | 34,970 | $7.60M | 1.52% | +5,237+17.6% | Added |
| Pathstone Family Office, LLC | 34,926 | $7.59M | 0.11% | +515+1.5% | Added |
| Capital Fund Management S.A. | 34,527 | $7.51M | 0.12% | −26,409−43.3% | Reduced |
| Janney Montgomery Scott LLC | 34,214 | $7.44M | 0.03% | +77+0.2% | Added |
| Andra AP-fonden | 34,000 | $7.39M | 0.19% | +3,500+11.5% | Added |
| CI Private Wealth, LLC | 32,728 | $7.12M | 0.02% | −1,466−4.3% | Reduced |
| KBC Group NV | 32,079 | $6.97M | 0.03% | −15,762−32.9% | Reduced |
| Ossiam | 32,026 | $6.96M | 0.13% | +31,265+4,108.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,021 | $6.96M | 0.03% | +1,076+3.5% | Added |
| Swiss Life Asset Management Ltd | 31,814 | $6.92M | 0.10% | −1,751−5.2% | Reduced |
| Brown Brothers Harriman & Co | 31,241 | $6.79M | 0.05% | +11,930+61.8% | Added |
| Massachusetts Financial Services Co | 31,020 | $6.74M | 0.00% | −23,053−42.6% | Reduced |
| Asset Management One Co.,Ltd. | 30,846 | $6.71M | 0.03% | −115−0.4% | Reduced |
| Segment Wealth Management, LLC | 30,062 | $6.54M | 0.67% | +24+0.1% | Added |
| Crestline Management, LP | 30,000 | $6.52M | 0.71% | +30,000 | New |
| Nomura Asset Management Co Ltd | 29,960 | $6.51M | 0.03% | −2,827−8.6% | Reduced |
| Formuepleje A/S | 29,317 | $6.37M | 0.56% | −1,911−6.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,076 | $6.32M | 0.01% | +1,326+4.8% | Added |
| HST Ventures, LLC | 28,889 | $6.28M | 3.07% | +28,889 | New |
| KWB Wealth | 27,988 | $6.09M | 0.96% | +130.0% | Added |
| Eagle Rock Investment Company, LLC | 26,087 | $5.89M | 1.27% | +2,173+9.1% | Added |
| Korea Investment CORP | 27,003 | $5.87M | 0.02% | −35,162−56.6% | Reduced |
| Jane Street Group, LLC | 26,977 | $5.87M | 0.01% | +12,147+81.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 26,600 | $5.78M | 0.07% | +2,000+8.1% | Added |
| Nordea Investment Management AB | 25,830 | $5.63M | 0.01% | −11,839−31.4% | Reduced |
| Worldquant Millennium Advisors LLC | 24,686 | $5.37M | 0.09% | +17,413+239.4% | Added |
| Summit Global Investments | 24,281 | $5.28M | 0.35% | −5,451−18.3% | Reduced |
| US Bancorp | 23,944 | $5.21M | 0.01% | −1,605−6.3% | Reduced |
| Thames Capital Management LLC | 23,507 | $5.11M | 2.72% | +10,496+80.7% | Added |
| EFG Asset Management (North America) Corp. | 23,266 | $5.06M | 1.09% | +605+2.7% | Added |
| Private Advisor Group, LLC | 23,145 | $5.03M | 0.04% | +13+0.1% | Added |
| Intech Investment Management LLC | 22,669 | $4.93M | 0.05% | +926+4.3% | Added |
| Bullseye Asset Management LLC | 22,527 | $4.90M | 2.46% | 00.0% | Unchanged |
| Tobam | 22,426 | $4.88M | 0.37% | −823−3.5% | Reduced |
| HRT Financial LP | 22,248 | $4.84M | 0.05% | +22,248 | New |
| Phoenix Holdings Ltd. | 21,891 | $4.76M | 0.10% | +5,940+37.2% | Added |
| Arizona State Retirement System | 21,458 | $4.67M | 0.04% | −1,684−7.3% | Reduced |
| Prudential PLC | 21,318 | $4.64M | 0.05% | −953−4.3% | Reduced |
| Winthrop Advisory Group LLC | 20,925 | $4.55M | 0.73% | −10.0% | Reduced |
| James Investment Research Inc | 20,476 | $4.45M | 0.57% | −1,237−5.7% | Reduced |
| MML Investors Services, LLC | 20,098 | $4.37M | 0.02% | +2,555+14.6% | Added |
| Snowden Capital Advisors LLC | 19,543 | $4.25M | 0.15% | +784+4.2% | Added |
| Caisse de Depot Et Placement du Quebec | 19,057 | $4.14M | 0.01% | −141,072−88.1% | Reduced |
| Macquarie Group Ltd | 18,882 | $4.11M | 0.00% | +11,837+168.0% | Added |
| Toronto Dominion Bank | 18,872 | $4.10M | 0.01% | −3,201−14.5% | Reduced |
| Gradient Investments LLC | 18,637 | $4.05M | 0.10% | +3,056+19.6% | Added |
| Strategic Global Advisors, LLC | 18,093 | $3.93M | 0.61% | −1,215−6.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18,064 | $3.93M | 0.06% | −779−4.1% | Reduced |