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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 392 | $84.0K | 0.00% | −10−2.5% | Reduced |
| Arlington Partners LLC | 386 | $83.9K | 0.01% | −35−8.3% | Reduced |
| Assetmark, Inc | 386 | $83.9K | 0.00% | +244+171.8% | Added |
| ICA Group Wealth Management, LLC | 374 | $81.3K | 0.02% | +42+12.7% | Added |
| Central Trust Co | 370 | $80.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 367 | $80.0K | 0.06% | −6−1.6% | Reduced |
| Alta Advisers Ltd | 300 | $65.2K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 292 | $63.5K | 0.00% | +292 | New |
| IFP Advisors, Inc | 813 | $56.7K | 0.00% | −664−45.0% | Reduced |
| Capital Analysts, LLC | 247 | $54.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 241 | $52.4K | 0.00% | +28+13.1% | Added |
| Benjamin Edwards Inc | 233 | $51.0K | 0.01% | −143−38.0% | Reduced |
| Acadian Asset Management LLC | 232 | $50.0K | 0.00% | −37−13.8% | Reduced |
| First Capital Advisors Group, LLC. | 226 | $49.1K | 0.03% | +226 | New |
| Quintet Private Bank (Europe) S.A. | 214 | $46.6K | 0.00% | −2,271−91.4% | Reduced |
| Bokf, NA | 207 | $45.0K | 0.00% | −2,729−92.9% | Reduced |
| Sandy Spring Bank | 205 | $44.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 192 | $41.7K | 0.00% | −4,950−96.3% | Reduced |
| Umb Bank N A | 188 | $40.9K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 183 | $39.8K | 0.01% | +183 | New |
| Jackson, Grant Investment Advisers, Inc. | 181 | $39.4K | 0.02% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 175 | $38.0K | 0.00% | +175 | New |
| Quarry LP | 173 | $37.6K | 0.02% | +119+220.4% | Added |
| Steward Financial Group LLC | 164 | $35.0K | 0.01% | −39−19.2% | Reduced |
| JJJ Advisors Inc. | 136 | $29.6K | 0.01% | +99+267.6% | Added |
| MCF Advisors LLC | 126 | $27.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 130 | $26.0K | 0.00% | −33−20.2% | Reduced |
| Riverview Trust Co | 113 | $24.6K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $21.7K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $21.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 98 | $21.3K | 0.00% | +7+7.7% | Added |
| IAG Wealth Partners, LLC | 83 | $18.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 82 | $17.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 80 | $17.4K | 0.00% | +1+1.3% | Added |
| TD Waterhouse Canada Inc. | 58 | $16.7K | 0.00% | +49+544.4% | Added |
| West Oak Capital, LLC | 75 | $16.3K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 70 | $15.2K | 0.00% | −3,231−97.9% | Reduced |
| Huntington National Bank | 67 | $14.6K | 0.00% | −82−55.0% | Reduced |
| JFS Wealth Advisors, LLC | 65 | $14.1K | 0.00% | −7−9.7% | Reduced |
| Clean Yield Group | 63 | $13.7K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 62 | $13.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $13.3K | 0.00% | +5+8.9% | Added |
| CVA Family Office, LLC | 55 | $12.0K | 0.00% | +30+120.0% | Added |
| GoalVest Advisory LLC | 55 | $12.0K | 0.01% | +55 | New |
| FinTrust Capital Advisors, LLC | 51 | $11.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $10.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 48 | $10.4K | 0.00% | −13−21.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 48 | $10.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 48 | $10.4K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 48 | $10.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 45 | $10.0K | 0.00% | −68−60.2% | Reduced |
| Glassman Wealth Services | 40 | $8.70K | 0.00% | −2−4.8% | Reduced |
| Sofos Investments, Inc. | 217 | $7.50K | 0.03% | +217 | New |
| Harvest Fund Management Co., Ltd | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 32 | $6.96K | 0.00% | +27+540.0% | Added |
| Cary Street Partner Investment Advisory LLC | 30 | $6.55K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 29 | $6.30K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 28 | $6.12K | 0.00% | −60−68.2% | Reduced |
| Versant Capital Management, Inc | 25 | $5.44K | 0.00% | +4+19.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 24 | $5.22K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $5.22K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 24 | $5.22K | 0.00% | +24 | New |
| Investment Research & Advisory Group, Inc. | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 25 | $5.00K | 0.00% | −24−49.0% | Reduced |
| SJS Investment Consulting Inc. | 21 | $4.57K | 0.00% | +8+61.5% | Added |
| Copeland Capital Management, LLC | 21 | $4.57K | 0.00% | +21 | New |
| CNB Bank | 19 | $4.13K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $3.70K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $3.48K | 0.00% | −1−5.9% | Reduced |
| Wolff Wiese Magana LLC | 15 | $3.26K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 15 | $3.26K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 13 | $2.83K | 0.00% | −2−13.3% | Reduced |
| Lee Financial Co | 13 | $2.83K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $2.83K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 12 | $2.61K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $1.96K | 0.00% | +8+800.0% | Added |
| Massmutual Trust Co FSB | 9 | $1.96K | 0.00% | +9 | New |
| Institutional & Family Asset Management, LLC | 6 | $1.30K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $1.09K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $1.00K | 0.00% | −8,292−100.0% | Reduced |
| Bollard Group LLC | 5 | $1.00K | 0.00% | +5 | New |
| Abound Wealth Management | 4 | $872 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 3 | $652 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $219 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $218 | 0.00% | +1 | New |
| Crewe Advisors LLC | 1 | $218 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 1 | $217 | 0.00% | +1 | New |
| Motco | 1 | $217 | 0.00% | +1 | New |
| Comerica Bank | 331,475 | $24 | 0.00% | +331,475 | New |
| Egerton Capital (UK) LLP | 0 | $0 | 0.00% | −1,019,727−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −177,972−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −137,461−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −88,370−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −83,025−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −63,612−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −59,670−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −53,980−100.0% | Sold out |