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 |
|---|---|---|---|---|---|
| Highland Capital Management, LLC | 5,797 | $1.26M | 0.08% | +5,797 | New |
| Van Leeuwen & Company, LLC | 5,693 | $1.26M | 0.79% | −50−0.9% | Reduced |
| Headlands Technologies LLC | 5,621 | $1.22M | 0.39% | +5,621 | New |
| Raymond James Trust N.A. | 5,466 | $1.19M | 0.03% | +1,445+35.9% | Added |
| King Luther Capital Management Corp | 5,381 | $1.17M | 0.01% | +159+3.0% | Added |
| Cetera Investment Advisers | 5,369 | $1.17M | 0.01% | −354−6.2% | Reduced |
| Oliver Luxxe Assets LLC | 5,328 | $1.16M | 0.29% | −8−0.1% | Reduced |
| Estate Counselors, LLC | 5,290 | $1.15M | 0.15% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 5,277 | $1.15M | 0.08% | −10−0.2% | Reduced |
| Banque Cantonale Vaudoise | 5,200 | $1.13M | 0.05% | −4,200−44.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,187 | $1.13M | 0.00% | −165−3.1% | Reduced |
| Cerity Partners LLC | 5,156 | $1.12M | 0.00% | +1,336+35.0% | Added |
| Advisors Asset Management, Inc. | 5,048 | $1.10M | 0.02% | −50−1.0% | Reduced |
| Banque Pictet & Cie SA | 5,017 | $1.09M | 0.01% | +5,017 | New |
| Gateway Investment Advisers LLC | 4,995 | $1.09M | 0.01% | −5,329−51.6% | Reduced |
| M&T Bank Corp | 4,947 | $1.08M | 0.00% | −84−1.7% | Reduced |
| Advisor OS, LLC | 4,801 | $1.04M | 0.17% | +111+2.4% | Added |
| Independent Advisor Alliance | 4,798 | $1.04M | 0.05% | +292+6.5% | Added |
| MetLife Investment Management | 4,793 | $1.04M | 0.01% | −31−0.6% | Reduced |
| Brinker Capital Investments, LLC | 4,758 | $1.03M | 0.01% | +4,758 | New |
| Orion Portfolio Solutions, LLC | 4,758 | $1.03M | 0.01% | +4,758 | New |
| Gsa Capital Partners LLP | 4,744 | $1.03M | 0.10% | +4,744 | New |
| Kennedy Capital Management, Inc. | 4,654 | $1.01M | 0.02% | +2,197+89.4% | Added |
| Bleakley Financial Group, LLC | 4,605 | $1.00M | 0.03% | +79+1.7% | Added |
| Nomura Holdings Inc | 4,572 | $994.1K | 0.01% | −5,387−54.1% | Reduced |
| Crossmark Global Holdings, Inc. | 4,329 | $982.0K | 0.02% | −2,733−38.7% | Reduced |
| Proequities, Inc. | 4,507 | $980.0K | 0.07% | −11−0.2% | Reduced |
| Sawtooth Solutions, LLC | 4,505 | $979.5K | 0.03% | −63−1.4% | Reduced |
| Aureus Asset Management, LLC | 4,455 | $968.7K | 0.07% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 4,400 | $956.7K | 0.00% | −2,902−39.7% | Reduced |
| Cornercap Investment Counsel Inc | 4,387 | $953.9K | 0.17% | +473+12.1% | Added |
| Investment Management Corp of Ontario | 4,355 | $946.9K | 0.04% | −2,898−40.0% | Reduced |
| Shell Asset Management Co | 4,305 | $936.0K | 0.04% | −518−10.7% | Reduced |
| Meeder Asset Management Inc | 4,281 | $930.8K | 0.07% | +4,281 | New |
| Ethic Inc. | 4,143 | $900.9K | 0.03% | −717−14.8% | Reduced |
| SkyView Investment Advisors, LLC | 4,123 | $896.0K | 0.22% | −26−0.6% | Reduced |
| Vestcor Inc | 4,089 | $889.0K | 0.03% | −16−0.4% | Reduced |
| Alera Investment Advisors, LLC | 4,068 | $884.5K | 0.19% | +172+4.4% | Added |
| Cresset Asset Management, LLC | 4,028 | $875.8K | 0.01% | +4,028 | New |
| Oppenheimer Asset Management Inc. | 4,026 | $875.4K | 0.01% | +139+3.6% | Added |
| Navellier & Associates Inc | 4,022 | $874.5K | 0.17% | +348+9.5% | Added |
| Advisor Partners II, LLC | 3,857 | $838.6K | 0.04% | +3,857 | New |
| Resources Investment Advisors, LLC. | 3,794 | $825.0K | 0.02% | −8−0.2% | Reduced |
| KB Financial Partners, LLC | 3,790 | $824.0K | 0.23% | −10−0.3% | Reduced |
| E. Ohman J:or Asset Management AB | 3,700 | $804.5K | 0.03% | 00.0% | Unchanged |
| Castleark Management LLC | 3,685 | $801.2K | 0.04% | +1,040+39.3% | Added |
| Ritholtz Wealth Management | 3,600 | $782.8K | 0.04% | −181−4.8% | Reduced |
| Globeflex Capital L P | 3,586 | $779.7K | 0.09% | +1,500+71.9% | Added |
| Ostrum Asset Management | 3,505 | $762.1K | 0.06% | +3+0.1% | Added |
| LVW Advisors, LLC | 3,501 | $761.2K | 0.15% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 3,441 | $748.2K | 0.00% | −146−4.1% | Reduced |
| Stelac Advisory Services LLC | 3,437 | $747.3K | 0.33% | −197−5.4% | Reduced |
| Colony Group LLC | 3,410 | $741.0K | 0.01% | +7+0.2% | Added |
| Fulton Bank, N.A. | 3,357 | $729.9K | 0.04% | −2,541−43.1% | Reduced |
| Compagnie Lombard Odier SCmA | 3,333 | $724.7K | 0.02% | −3,322−49.9% | Reduced |
| Argent Capital Management LLC | 3,250 | $706.6K | 0.02% | −1,036−24.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,202 | $697.0K | 0.09% | +533+20.0% | Added |
| Argent Trust Co | 3,190 | $693.6K | 0.04% | −179−5.3% | Reduced |
| Lazard Asset Management LLC | 3,120 | $677.0K | 0.00% | −4,636−59.8% | Reduced |
| Jefferies Financial Group Inc. | 3,100 | $674.0K | 0.01% | −1,075−25.7% | Reduced |
| Integrated Wealth Concepts LLC | 3,087 | $671.2K | 0.01% | +3,087 | New |
| Bessemer Group Inc | 3,053 | $664.0K | 0.00% | −162−5.0% | Reduced |
| Pittenger & Anderson Inc | 3,035 | $659.9K | 0.03% | −705−18.9% | Reduced |
| Versor Investments LP | 2,970 | $645.8K | 0.11% | −445−13.0% | Reduced |
| IHT Wealth Management, LLC | 2,965 | $644.7K | 0.03% | +237+8.7% | Added |
| Foresight Global Investors, Inc. | 2,960 | $643.6K | 0.35% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,914 | $633.6K | 0.00% | −617−17.5% | Reduced |
| ACT Advisors, LLC. | 2,900 | $630.5K | 0.42% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,834 | $616.2K | 0.08% | +2,834 | New |
| TownSquare Capital, LLC | 2,816 | $612.3K | 0.01% | +344+13.9% | Added |
| Stratos Wealth Partners, LTD. | 2,803 | $609.6K | 0.01% | +179+6.8% | Added |
| Change Path, LLC | 2,788 | $606.0K | 0.03% | +569+25.6% | Added |
| Integrated Investment Consultants, LLC | 2,784 | $605.3K | 0.19% | +91+3.4% | Added |
| Boothbay Fund Management, LLC | 2,769 | $602.1K | 0.02% | +449+19.4% | Added |
| Manufacturers Life Insurance Company, The | 2,735 | $594.7K | 0.00% | −458−14.3% | Reduced |
| Fox Run Management, L.L.C. | 2,700 | $587.1K | 0.17% | +1,667+161.4% | Added |
| Concorde Asset Management, LLC | 2,673 | $581.1K | 0.54% | +2,673 | New |
| Mercer Global Advisors Inc | 2,623 | $570.0K | 0.00% | −70−2.6% | Reduced |
| Axxcess Wealth Management, LLC | 2,607 | $566.9K | 0.04% | +178+7.3% | Added |
| Commonwealth Equity Services, LLC | 2,588 | $563.0K | 0.00% | +60+2.4% | Added |
| Intercontinental Wealth Advisors, LLC | 2,577 | $560.3K | 0.13% | +85+3.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 2,563 | $557.3K | 0.01% | +1,093+74.4% | Added |
| Creative Planning | 2,502 | $544.0K | 0.00% | +89+3.7% | Added |
| Genus Capital Management Inc. | 2,500 | $543.6K | 0.08% | +2,500 | New |
| Vetamer Capital Management, L.P. | 2,472 | $537.5K | 0.83% | +2,472 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,456 | $534.0K | 0.00% | −4,565−65.0% | Reduced |
| Parallel Advisors, LLC | 2,309 | $502.1K | 0.02% | −72−3.0% | Reduced |
| Cannon Global Investment Management, LLC | 2,300 | $500.1K | 2.60% | +2,300 | New |
| London Co of Virginia | 2,270 | $493.6K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,210 | $480.5K | 0.11% | 00.0% | Unchanged |
| XML Financial, LLC | 2,210 | $480.5K | 0.06% | +3+0.1% | Added |
| Schroder Investment Management Group | 2,206 | $479.7K | 0.00% | −700−24.1% | Reduced |
| Hillsdale Investment Management Inc. | 2,205 | $479.4K | 0.04% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 2,190 | $476.2K | 0.17% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,176 | $473.1K | 0.01% | −19,302−89.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,134 | $464.0K | 0.03% | +131+6.5% | Added |
| Alps Advisors Inc | 2,112 | $459.2K | 0.00% | +458+27.7% | Added |
| Metis Global Partners, LLC | 2,085 | $453.3K | 0.02% | +26+1.3% | Added |
| Archer Investment Corp | 2,081 | $452.4K | 0.16% | −891−30.0% | Reduced |
| Cipher Capital LP | 2,044 | $444.4K | 0.08% | +2,044 | New |