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, Q3 2023
Institutional positions in LPL Financial Holdings Inc. as of Sep 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
- 601
- +18 vs. Q2 2023
- Shares held
- 71.9M
- −180.2K (−0.2%) vs. Q2 2023
- Total value
- $17.1B
- +$1.51B (+9.7%) vs. Q2 2023
- New holders
- 70
- 248 more added
- Sold out
- 52
- 195 more reduced
7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 522 | $124.1K | 0.05% | +47+9.9% | Added |
| NewSquare Capital LLC | 545 | $129.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 548 | $130.2K | 0.01% | +61+12.5% | Added |
| Tyler-Stone Wealth Management | 568 | $135.0K | 0.08% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 600 | $142.6K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 645 | $153.3K | 0.08% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 760 | $180.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 767 | $182.2K | 0.00% | −49−6.0% | Reduced |
| Quent Capital, LLC | 775 | $184.2K | 0.03% | +5+0.6% | Added |
| IFP Advisors, Inc | 795 | $188.9K | 0.01% | −18−2.2% | Reduced |
| Drive Wealth Management, LLC | 847 | $201.2K | 0.07% | +847 | New |
| Foundry Partners, LLC | 848 | $201.5K | 0.01% | +848 | New |
| Lindbrook Capital, LLC | 851 | $202.2K | 0.02% | +8+0.9% | Added |
| TSFG, LLC | 861 | $205.0K | 0.07% | +1+0.1% | Added |
| Lighthouse Investment Partners, LLC | 864 | $205.3K | 0.01% | −570−39.7% | Reduced |
| Cigna Investments Inc | 868 | $206.0K | 0.05% | +868 | New |
| Meiji Yasuda Asset Management Co Ltd. | 880 | $209.1K | 0.01% | +880 | New |
| Mather Group, LLC. | 880 | $209.1K | 0.00% | +880 | New |
| PEAK6 Investments LLC | 895 | $212.8K | 0.01% | −6,318−87.6% | Reduced |
| Eagle Bay Advisors LLC | 895 | $212.8K | 0.10% | +345+62.7% | Added |
| Coldstream Capital Management Inc | 898 | $213.4K | 0.01% | −113−11.2% | Reduced |
| Berger Financial Group, Inc | 905 | $215.1K | 0.02% | −19−2.1% | Reduced |
| Perigon Wealth Management, LLC | 909 | $216.0K | 0.01% | +909 | New |
| Hutchens & Kramer Investment Management Group, LLC | 913 | $217.5K | 0.17% | −99−9.8% | Reduced |
| Hill Investment Group Partners, LLC | 924 | $219.6K | 0.04% | +1+0.1% | Added |
| Diversified Trust Co | 925 | $219.8K | 0.01% | +925 | New |
| CWM, LLC | 929 | $221.0K | 0.00% | +36+4.0% | Added |
| Arkadios Wealth Advisors | 933 | $221.8K | 0.02% | +933 | New |
| Prospera Financial Services Inc | 937 | $224.0K | 0.01% | −165−15.0% | Reduced |
| Elgethun Capital Management | 958 | $228.6K | 0.07% | 00.0% | Unchanged |
| Natixis | 970 | $230.5K | 0.00% | −48,338−98.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 981 | $233.1K | 0.03% | −5−0.5% | Reduced |
| Capstone Investment Advisors, LLC | 997 | $236.9K | 0.01% | +997 | New |
| Forum Financial Management, LP | 1,004 | $238.6K | 0.01% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 1,040 | $247.2K | 0.16% | −171−14.1% | Reduced |
| OneAscent Wealth Management LLC | 1,073 | $255.0K | 0.11% | +1,073 | New |
| Frontier Capital Management Co LLC | 1,074 | $255.2K | 0.00% | −35−3.2% | Reduced |
| Intrust Bank NA | 1,075 | $255.5K | 0.03% | −106−9.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,090 | $259.0K | 0.04% | +79+7.8% | Added |
| Thrive Wealth Management, LLC | 1,096 | $260.5K | 0.07% | +31+2.9% | Added |
| Dorsey & Whitney Trust CO LLC | 1,121 | $266.4K | 0.02% | +7+0.6% | Added |
| Beacon Pointe Advisors, LLC | 1,129 | $268.4K | 0.00% | +1,129 | New |
| MJP Associates Inc | 1,162 | $276.2K | 0.08% | +164+16.4% | Added |
| Kestra Private Wealth Services, LLC | 1,175 | $279.2K | 0.01% | +242+25.9% | Added |
| Thoroughbred Financial Services, LLC | 1,206 | $286.0K | 0.03% | +1,206 | New |
| Swiss Life Asset Management Ltd | 1,208 | $286.8K | 0.00% | −30,606−96.2% | Reduced |
| Toroso Investments, LLC | 1,217 | $289.2K | 0.01% | +81+7.1% | Added |
| Foster & Motley Inc | 1,229 | $292.0K | 0.02% | −46−3.6% | Reduced |
| Wedmont Private Capital | 1,263 | $299.1K | 0.03% | +93+7.9% | Added |
| Caisse de Depot Et Placement du Quebec | 1,277 | $303.5K | 0.00% | −17,780−93.3% | Reduced |
| Pzena Investment Management LLC | 1,277 | $303.5K | 0.00% | −218−14.6% | Reduced |
| Virtu Financial LLC | 1,310 | $311.0K | 0.03% | +1,310 | New |
| SFG Wealth Management, LLC. | 1,312 | $311.9K | 0.25% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,320 | $313.7K | 0.03% | +42+3.3% | Added |
| Symmetry Partners, LLC | 1,324 | $315.0K | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,350 | $320.8K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,350 | $320.8K | 0.17% | +1+0.1% | Added |
| Edgestream Partners, L.P. | 1,355 | $322.0K | 0.03% | +1,355 | New |
| American International Group, Inc. | 1,356 | $322.3K | 0.00% | −94−6.5% | Reduced |
| Legacy Financial Group LLC | 1,366 | $324.6K | 0.08% | +1,366 | New |
| State of Michigan Retirement System | 1,400 | $332.7K | 0.00% | −300−17.6% | Reduced |
| Wealth Alliance | 1,420 | $337.4K | 0.05% | −144−9.2% | Reduced |
| First County Bank | 1,444 | $343.2K | 0.18% | −165−10.3% | Reduced |
| Atria Wealth Solutions, Inc. | 1,448 | $344.1K | 0.00% | +87+6.4% | Added |
| Wetherby Asset Management Inc | 1,449 | $344.4K | 0.02% | +220+17.9% | Added |
| Future Fund LLC | 1,454 | $345.5K | 0.96% | −155−9.6% | Reduced |
| Cornerstone Investment Partners, LLC | 1,502 | $356.9K | 0.02% | −167,721−99.1% | Reduced |
| Great Diamond Partners, LLC | 1,527 | $362.9K | 0.10% | +360+30.8% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,532 | $364.1K | 0.12% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,684 | $366.2K | 0.08% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,572 | $373.6K | 0.16% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 1,580 | $375.4K | 0.15% | +2+0.1% | Added |
| Headlands Technologies LLC | 1,595 | $379.1K | 0.19% | −4,026−71.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,600 | $380.2K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,635 | $388.5K | 0.19% | +174+11.9% | Added |
| Acadian Asset Management LLC | 1,652 | $391.0K | 0.00% | +1,420+612.1% | Added |
| Yousif Capital Management, LLC | 1,651 | $392.4K | 0.00% | +40+2.5% | Added |
| Wealthfront Advisers LLC | 1,688 | $401.2K | 0.00% | +182+12.1% | Added |
| Alberta Investment Management Corp | 1,700 | $404.0K | 0.00% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,716 | $407.9K | 0.03% | −241−12.3% | Reduced |
| Ieq Capital, LLC | 1,725 | $410.0K | 0.01% | +270+18.6% | Added |
| iA Global Asset Management Inc. | 1,726 | $410.0K | 0.01% | +1,726 | New |
| Signaturefd, LLC | 1,769 | $420.3K | 0.01% | +529+42.7% | Added |
| Lincoln National Corp | 1,777 | $422.4K | 0.01% | −164−8.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,800 | $427.8K | 0.04% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 1,820 | $432.5K | 0.01% | +297+19.5% | Added |
| Ontario Teachers Pension Plan Board | 1,826 | $433.9K | 0.00% | +1,826 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,830 | $434.9K | 0.03% | −304−14.2% | Reduced |
| Thrivent Financial for Lutherans | 1,823 | $435.0K | 0.00% | +83+4.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,852 | $440.0K | 0.00% | +225+13.8% | Added |
| EverSource Wealth Advisors, LLC | 1,852 | $440.1K | 0.05% | −50−2.6% | Reduced |
| Lido Advisors, LLC | 1,863 | $442.7K | 0.00% | +64+3.6% | Added |
| Greenleaf Trust | 1,902 | $452.0K | 0.01% | +2+0.1% | Added |
| MONECO Advisors, LLC | 1,904 | $452.4K | 0.12% | +26+1.4% | Added |
| Tokio Marine Asset Management Co Ltd | 1,906 | $453.0K | 0.03% | +86+4.7% | Added |
| Davenport & Co LLC | 1,980 | $470.5K | 0.00% | +18+0.9% | Added |
| WJ Wealth Management, LLC | 2,000 | $475.3K | 0.23% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 2,000 | $475.3K | 0.05% | +2,000 | New |
| Neo Ivy Capital Management | 2,016 | $479.0K | 0.21% | +2,016 | New |
| Archer Investment Corp | 2,016 | $479.0K | 0.17% | −65−3.1% | Reduced |