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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 17,742 | $3.86M | 0.08% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 16,922 | $3.68M | 0.25% | +4,421+35.4% | Added |
| BNP Paribas Arbitrage, SA | 16,661 | $3.62M | 0.01% | −97,476−85.4% | Reduced |
| Beacon Investment Advisors LLC | 16,623 | $3.61M | 2.47% | +11,794+244.2% | Added |
| Cornerstone Wealth Management, LLC | 16,596 | $3.61M | 0.32% | −74−0.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 16,500 | $3.59M | 0.02% | +8,304+101.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,405 | $3.57M | 0.05% | −165−1.0% | Reduced |
| IFM Investors Pty Ltd | 16,380 | $3.56M | 0.05% | −562−3.3% | Reduced |
| APG Asset Management N.V. | 17,400 | $3.47M | 0.01% | −10,500−37.6% | Reduced |
| Principal Financial Group Inc | 15,798 | $3.43M | 0.00% | +5,513+53.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 15,739 | $3.42M | 0.02% | +2,216+16.4% | Added |
| NewEdge Wealth, LLC | 15,670 | $3.41M | 0.11% | +482+3.2% | Added |
| BlueMar Capital Management, LLC | 15,667 | $3.41M | 3.27% | +12,527+398.9% | Added |
| TD Private Client Wealth LLC | 15,488 | $3.37M | 0.15% | +3,761+32.1% | Added |
| Captrust Financial Advisors | 15,485 | $3.37M | 0.01% | +543+3.6% | Added |
| National Bank of Canada | 15,255 | $3.36M | 0.01% | +3,803+33.2% | Added |
| DnB Asset Management AS | 14,794 | $3.22M | 0.02% | −250−1.7% | Reduced |
| Verdence Capital Advisors LLC | 14,682 | $3.19M | 0.37% | −155−1.0% | Reduced |
| Tredje AP-fonden | 14,191 | $3.09M | 0.04% | −2,688−15.9% | Reduced |
| Handelsbanken Fonder AB | 14,081 | $3.06M | 0.02% | +2,400+20.5% | Added |
| Swedbank AB | 13,985 | $3.04M | 0.01% | −19,442−58.2% | Reduced |
| Van Eck Associates Corp | 13,876 | $3.02M | 0.01% | +13,876 | New |
| Tudor Investment Corp Et Al | 13,725 | $2.98M | 0.05% | +13,725 | New |
| CIBC Asset Management Inc | 13,702 | $2.98M | 0.01% | −181,235−93.0% | Reduced |
| Winton Group Ltd | 13,684 | $2.98M | 0.25% | +13,684 | New |
| Allianz Asset Management GmbH | 13,609 | $2.96M | 0.01% | −5,008−26.9% | Reduced |
| Utah Retirement Systems | 13,417 | $2.92M | 0.04% | −700−5.0% | Reduced |
| Voloridge Investment Management, LLC | 13,135 | $2.86M | 0.01% | −60,836−82.2% | Reduced |
| Blair William & Co | 13,011 | $2.83M | 0.01% | +13,011 | New |
| 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 |
| CIBC World Markets Inc. | 12,762 | $2.77M | 0.01% | +139+1.1% | Added |
| Robeco Institutional Asset Management B.V. | 11,618 | $2.53M | 0.01% | −55,606−82.7% | Reduced |
| Tocqueville Asset Management L.P. | 11,539 | $2.51M | 0.04% | −75−0.6% | Reduced |
| Bridgeway Capital Management, LLC | 11,290 | $2.45M | 0.06% | 00.0% | Unchanged |
| Atria Investments LLC | 11,161 | $2.43M | 0.04% | −258−2.3% | Reduced |
| Xponance, Inc. | 11,025 | $2.40M | 0.03% | +141+1.3% | Added |
| Symphony Financial, Ltd. Co. | 10,751 | $2.34M | 0.58% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10,333 | $2.25M | 0.02% | −6,291−37.8% | Reduced |
| Silvant Capital Management LLC | 10,224 | $2.22M | 0.13% | 00.0% | Unchanged |
| CWM Advisors, LLC | 10,149 | $2.21M | 0.27% | −4,093−28.7% | Reduced |
| DekaBank Deutsche Girozentrale | 10,133 | $2.20M | 0.00% | −1,204−10.6% | Reduced |
| Retirement Capital Strategies | 10,111 | $2.20M | 1.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 10,103 | $2.20M | 0.00% | −8,528−45.8% | Reduced |
| Quantinno Capital Management LP | 10,072 | $2.19M | 0.13% | +3,999+65.8% | Added |
| Public Employees Retirement Association of Colorado | 9,798 | $2.13M | 0.01% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 9,754 | $2.12M | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 9,666 | $2.10M | 0.27% | −204−2.1% | Reduced |
| JustInvest LLC | 9,593 | $2.09M | 0.06% | +423+4.6% | Added |
| Advisory Services Network, LLC | 9,576 | $2.08M | 0.06% | +10+0.1% | Added |
| Daiwa Securities Group Inc. | 9,262 | $2.01M | 0.01% | −394−4.1% | Reduced |
| Amalgamated Bank | 9,102 | $1.98M | 0.02% | −8,142−47.2% | Reduced |
| Moran Wealth Management, LLC | 8,987 | $1.95M | 0.07% | −333−3.6% | Reduced |
| Laurion Capital Management LP | 8,887 | $1.93M | 0.08% | +3,957+80.3% | Added |
| Kames Capital plc | 8,834 | $1.92M | 0.03% | −245−2.7% | Reduced |
| Sirios Capital Management L P | 8,701 | $1.89M | 0.33% | −39,408−81.9% | Reduced |
| Flynn Zito Capital Management, LLC | 8,634 | $1.88M | 1.27% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 8,398 | $1.85M | 0.00% | −5,174−38.1% | Reduced |
| First Hawaiian Bank | 8,411 | $1.83M | 0.06% | −1,758−17.3% | Reduced |
| Yorktown Management & Research Co Inc | 8,400 | $1.83M | 1.96% | −2,300−21.5% | Reduced |
| Blackhawk Capital Partners LLC. | 8,399 | $1.83M | 1.27% | +2,987+55.2% | Added |
| Nissay Asset Management Corp | 8,348 | $1.82M | 0.02% | −194−2.3% | Reduced |
| Gulf International Bank (UK) Ltd | 8,018 | $1.74M | 0.04% | −2,531−24.0% | Reduced |
| Eqis Capital Management, Inc. | 7,998 | $1.74M | 0.20% | −1,283−13.8% | Reduced |
| Neuberger Berman Group LLC | 7,967 | $1.73M | 0.00% | +904+12.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,931 | $1.72M | 0.17% | −18−0.2% | Reduced |
| CenterBook Partners LP | 7,758 | $1.69M | 0.21% | +7,758 | New |
| Clark Capital Management Group, Inc. | 7,658 | $1.67M | 0.01% | −818−9.7% | Reduced |
| Mariner, LLC | 7,652 | $1.66M | 0.00% | +225+3.0% | Added |
| Cinctive Capital Management LP | 7,622 | $1.66M | 0.06% | +7,622 | New |
| Redwood Investment Management, LLC | 7,580 | $1.65M | 0.17% | +7,580 | New |
| Pitcairn Co | 7,452 | $1.62M | 0.14% | −24−0.3% | Reduced |
| Sumitomo Life Insurance Co | 7,361 | $1.60M | 0.07% | +72+1.0% | Added |
| Redhawk Wealth Advisors, Inc. | 7,247 | $1.58M | 0.48% | +275+3.9% | Added |
| Kiwi Wealth Investments Limited Partnership | 7,225 | $1.57M | 0.10% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 7,213 | $1.57M | 0.13% | +7,177+19,936.1% | Added |
| Engineers Gate Manager LP | 7,177 | $1.56M | 0.06% | −30,522−81.0% | Reduced |
| La Banque Postale Asset Management SA | 7,156 | $1.56M | 0.04% | −4,584−39.0% | Reduced |
| British Columbia Investment Management Corp | 7,103 | $1.54M | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 7,100 | $1.54M | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 7,081 | $1.54M | 0.01% | +497+7.5% | Added |
| Sterling Group Wealth Management, LLC | 6,992 | $1.52M | 1.32% | +5+0.1% | Added |
| Dana Investment Advisors, Inc. | 6,838 | $1.49M | 0.07% | −1,307−16.0% | Reduced |
| Paragon Advisors, LLC | 6,801 | $1.48M | 0.48% | −5,301−43.8% | Reduced |
| Dark Forest Capital Management LP | 6,632 | $1.44M | 0.15% | +6,632 | New |
| Federated Hermes, Inc. | 6,616 | $1.44M | 0.00% | −28,983−81.4% | Reduced |
| HighTower Advisors, LLC | 6,601 | $1.44M | 0.00% | −4,194−38.9% | Reduced |
| DRW Securities, LLC | 6,500 | $1.41M | 0.11% | +6,500 | New |
| Kestra Advisory Services, LLC | 6,329 | $1.38M | 0.01% | +580+10.1% | Added |
| MAI Capital Management | 6,171 | $1.34M | 0.02% | −2,024−24.7% | Reduced |
| Oregon Public Employees Retirement Fund | 6,147 | $1.34M | 0.02% | −8,481−58.0% | Reduced |
| Connectus Wealth, LLC | 6,042 | $1.31M | 0.03% | −464−7.1% | Reduced |
| Nicholas Investment Partners, LP | 6,039 | $1.31M | 0.09% | −2,827−31.9% | Reduced |
| Assenagon Asset Management S.A. | 6,015 | $1.31M | 0.01% | −100,073−94.3% | Reduced |
| Aquila Investment Management LLC | 6,000 | $1.30M | 1.07% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 5,960 | $1.30M | 0.01% | +5,960 | New |
| Maryland State Retirement & Pension System | 5,954 | $1.29M | 0.03% | −305−4.9% | Reduced |
| Squarepoint Ops LLC | 5,894 | $1.28M | 0.01% | −1,241−17.4% | Reduced |
| ExodusPoint Capital Management, LP | 5,893 | $1.28M | 0.01% | −18,841−76.2% | Reduced |
| FDx Advisors, Inc. | 5,844 | $1.27M | 0.07% | −1,436−19.7% | Reduced |