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 |
|---|---|---|---|---|---|
| WJ Wealth Management, LLC | 2,000 | $434.9K | 0.21% | +1,000+100.0% | Added |
| AdvisorShares Investments LLC | 1,978 | $430.1K | 0.12% | +1,978 | New |
| Davenport & Co LLC | 1,962 | $426.6K | 0.00% | +114+6.2% | Added |
| Gladstone Institutional Advisory LLC | 1,957 | $425.6K | 0.03% | +593+43.5% | Added |
| Lincoln National Corp | 1,941 | $422.0K | 0.01% | +136+7.5% | Added |
| EverSource Wealth Advisors, LLC | 1,902 | $413.6K | 0.05% | −381−16.7% | Reduced |
| Merit Financial Group, LLC | 1,900 | $413.2K | 0.01% | −89−4.5% | Reduced |
| Greenleaf Trust | 1,900 | $413.1K | 0.00% | −187−9.0% | Reduced |
| Yarbrough Capital, LLC | 1,880 | $408.8K | 0.02% | +1,880 | New |
| MONECO Advisors, LLC | 1,878 | $408.3K | 0.11% | +51+2.8% | Added |
| BMS Financial Advisors, LLC | 1,863 | $405.1K | 0.26% | −927−33.2% | Reduced |
| GWM Advisors LLC | 1,859 | $404.3K | 0.00% | −1,758−48.6% | Reduced |
| Magnetar Financial LLC | 1,848 | $401.8K | 0.01% | −874−32.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,820 | $395.7K | 0.03% | +113+6.6% | Added |
| Moody Lynn & Lieberson, LLC | 1,800 | $391.4K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,799 | $391.4K | 0.00% | +2+0.1% | Added |
| Achmea Investment Management B.V. | 1,761 | $383.0K | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 1,740 | $379.0K | 0.00% | +133+8.3% | Added |
| Alberta Investment Management Corp | 1,700 | $369.6K | 0.00% | 00.0% | Unchanged |
| State of Michigan Retirement System | 1,700 | $369.6K | 0.00% | +1,700 | New |
| Coastal Investment Advisors, Inc. | 1,684 | $366.2K | 0.08% | −42−2.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,627 | $354.0K | 0.00% | −142−8.0% | Reduced |
| Yousif Capital Management, LLC | 1,611 | $350.3K | 0.00% | −109−6.3% | Reduced |
| First County Bank | 1,609 | $349.8K | 0.17% | −436−21.3% | Reduced |
| Future Fund LLC | 1,609 | $349.8K | 3.33% | +295+22.5% | Added |
| Cullen/Frost Bankers, Inc. | 1,600 | $347.9K | 0.01% | −1,400−46.7% | Reduced |
| Sanchez Wealth Management Group | 1,578 | $343.1K | 0.14% | +3+0.2% | Added |
| Pennsylvania Capital Management Inc | 1,572 | $341.8K | 0.15% | 00.0% | Unchanged |
| Wealth Alliance | 1,564 | $340.1K | 0.05% | −264−14.4% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,532 | $333.1K | 0.11% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 1,523 | $331.1K | 0.00% | +1,523 | New |
| Seven Eight Capital, LP | 1,523 | $331.1K | 0.05% | +1,523 | New |
| Wealthfront Advisers LLC | 1,506 | $327.4K | 0.00% | −8,885−85.5% | Reduced |
| Pzena Investment Management LLC | 1,495 | $325.1K | 0.00% | −442−22.8% | Reduced |
| DGS Capital Management, LLC | 1,461 | $317.6K | 0.16% | +146+11.1% | Added |
| Ieq Capital, LLC | 1,455 | $316.3K | 0.01% | −468−24.3% | Reduced |
| American International Group, Inc. | 1,450 | $315.3K | 0.00% | +266+22.5% | Added |
| Lighthouse Investment Partners, LLC | 1,434 | $311.8K | 0.02% | +1,434 | New |
| Atria Wealth Solutions, Inc. | 1,361 | $296.0K | 0.00% | +55+4.2% | Added |
| National Asset Management, Inc. | 1,353 | $294.2K | 0.01% | −172−11.3% | Reduced |
| Vontobel Holding Ltd. | 1,350 | $293.5K | 0.00% | −184−12.0% | Reduced |
| Root Financial Partners, LLC | 1,349 | $293.3K | 0.17% | +3+0.2% | Added |
| Symmetry Partners, LLC | 1,324 | $288.0K | 0.02% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 1,312 | $285.2K | 0.24% | +1,312 | New |
| Hallmark Capital Management Inc | 1,278 | $277.9K | 0.02% | +1,278 | New |
| Foster & Motley Inc | 1,275 | $277.0K | 0.02% | +1,275 | New |
| Signaturefd, LLC | 1,240 | $269.6K | 0.01% | −139−10.1% | Reduced |
| Wetherby Asset Management Inc | 1,229 | $267.2K | 0.01% | +89+7.8% | Added |
| HMS Capital Management, LLC | 1,211 | $263.3K | 0.16% | −42−3.4% | Reduced |
| Sherbrooke Park Advisers LLC | 1,200 | $260.9K | 0.14% | +1,200 | New |
| Wedmont Private Capital | 1,170 | $258.0K | 0.03% | +1,170 | New |
| CIBC Private Wealth Group, LLC | 1,183 | $257.2K | 0.00% | −270−18.6% | Reduced |
| Intrust Bank NA | 1,181 | $256.8K | 0.03% | −250−17.5% | Reduced |
| Great Diamond Partners, LLC | 1,167 | $253.7K | 0.07% | −4−0.3% | Reduced |
| Toroso Investments, LLC | 1,136 | $247.0K | 0.01% | −2,496−68.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,114 | $242.2K | 0.02% | −17−1.5% | Reduced |
| Frontier Capital Management Co LLC | 1,109 | $241.1K | 0.00% | −1−0.1% | Reduced |
| Prospera Financial Services Inc | 1,102 | $240.9K | 0.01% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,053 | $232.2K | 0.02% | −174−14.2% | Reduced |
| Thrive Wealth Management, LLC | 1,065 | $231.6K | 0.06% | −33−3.0% | Reduced |
| Echo Street Capital Management LLC | 1,047 | $227.6K | 0.00% | +1,047 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,012 | $220.0K | 0.18% | +4+0.4% | Added |
| Coldstream Capital Management Inc | 1,011 | $219.8K | 0.01% | +21+2.1% | Added |
| Fund Management at Engine No. 1 LLC | 1,011 | $219.8K | 0.04% | +1,011 | New |
| Forum Financial Management, LP | 1,004 | $218.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,003 | $218.0K | 0.03% | +8+0.8% | Added |
| Apollon Wealth Management, LLC | 998 | $217.0K | 0.01% | +998 | New |
| MJP Associates Inc | 998 | $216.9K | 0.07% | +998 | New |
| Mount Yale Investment Advisors, LLC | 986 | $214.4K | 0.02% | −443−31.0% | Reduced |
| Martingale Asset Management L P | 982 | $213.5K | 0.00% | +982 | New |
| Elgethun Capital Management | 958 | $208.3K | 0.06% | 00.0% | Unchanged |
| Veritable, L.P. | 934 | $203.1K | 0.00% | −157−14.4% | Reduced |
| Kestra Private Wealth Services, LLC | 933 | $202.9K | 0.01% | −160−14.6% | Reduced |
| Berger Financial Group, Inc | 924 | $200.9K | 0.02% | +924 | New |
| Hill Investment Group Partners, LLC | 923 | $200.7K | 0.04% | +923 | New |
| CWM, LLC | 893 | $194.0K | 0.00% | −116−11.5% | Reduced |
| TSFG, LLC | 860 | $187.0K | 0.07% | +1+0.1% | Added |
| Lindbrook Capital, LLC | 843 | $183.3K | 0.02% | +4+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 816 | $177.5K | 0.00% | +68+9.1% | Added |
| Quent Capital, LLC | 770 | $167.3K | 0.03% | −5−0.6% | Reduced |
| Systematic Alpha Investments, LLC | 760 | $165.2K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 645 | $140.2K | 0.12% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 600 | $130.5K | 0.00% | +600 | New |
| WealthPLAN Partners, LLC | 573 | $124.5K | 0.02% | +1+0.2% | Added |
| Tyler-Stone Wealth Management | 568 | $124.0K | 0.07% | +568 | New |
| Eagle Bay Advisors LLC | 550 | $119.7K | 0.07% | −69−11.1% | Reduced |
| NewSquare Capital LLC | 545 | $118.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 541 | $117.6K | 0.03% | +231+74.5% | Added |
| Simplex Trading, LLC | 522 | $113.0K | 0.00% | −6,266−92.3% | Reduced |
| Ci Investments Inc. | 497 | $108.0K | 0.00% | −37,787−98.7% | Reduced |
| Quadrant Capital Group LLC | 487 | $105.9K | 0.01% | −57−10.5% | Reduced |
| Clearstead Advisors, LLC | 483 | $105.0K | 0.01% | +167+52.8% | Added |
| Private Trust Co NA | 476 | $103.5K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 475 | $103.3K | 0.08% | +475 | New |
| Asset Dedication, LLC | 450 | $98.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 450 | $97.9K | 0.00% | −209−31.7% | Reduced |
| First Horizon Advisors, Inc. | 441 | $95.9K | 0.00% | −106−19.4% | Reduced |
| Allworth Financial LP | 438 | $95.2K | 0.00% | −15−3.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 423 | $92.0K | 0.00% | +66+18.5% | Added |
| Gables Capital Management Inc. | 400 | $87.0K | 0.06% | 00.0% | Unchanged |