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 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,092,610 | $1.69B | 0.04% | −327,529−4.4% | Reduced |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −183,960−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −63,829−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −52,177−100.0% | Sold out |
| Community Trust & Investment Co | 0 | $0 | 0.00% | −39,381−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −24,686−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −14,682−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −13,684−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −13,135−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −8,987−100.0% | Sold out |
| Sirios Capital Management L P | 0 | $0 | 0.00% | −8,701−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −7,225−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −5,894−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −5,797−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −5,156−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,744−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −4,281−100.0% | Sold out |
| Stelac Advisory Services LLC | 0 | $0 | 0.00% | −3,437−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −3,190−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −2,788−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,769−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −2,205−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −1,978−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −1,761−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,523−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −1,053−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,047−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −998−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −573−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −522−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| PFS Investments Inc. | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Efg Capital International Corp. | – | – | – | – | Not filed |
| Kames Capital plc | – | – | – | – | Not filed |
| Intercontinental Wealth Advisors, LLC | – | – | – | – | Not filed |
| BMS Financial Advisors, LLC | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |