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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 2,156 | $512.0K | 0.05% | +2,156 | New |
| Archer Investment Corp | 2,016 | $479.0K | 0.17% | −65−3.1% | Reduced |
| Neo Ivy Capital Management | 2,016 | $479.0K | 0.21% | +2,016 | New |
| 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 |
| Davenport & Co LLC | 1,980 | $470.5K | 0.00% | +18+0.9% | Added |
| Tokio Marine Asset Management Co Ltd | 1,906 | $453.0K | 0.03% | +86+4.7% | Added |
| MONECO Advisors, LLC | 1,904 | $452.4K | 0.12% | +26+1.4% | Added |
| Greenleaf Trust | 1,902 | $452.0K | 0.01% | +2+0.1% | Added |
| Lido Advisors, LLC | 1,863 | $442.7K | 0.00% | +64+3.6% | Added |
| EverSource Wealth Advisors, LLC | 1,852 | $440.1K | 0.05% | −50−2.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,852 | $440.0K | 0.00% | +225+13.8% | Added |
| Thrivent Financial for Lutherans | 1,823 | $435.0K | 0.00% | +83+4.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,830 | $434.9K | 0.03% | −304−14.2% | Reduced |
| Ontario Teachers Pension Plan Board | 1,826 | $433.9K | 0.00% | +1,826 | New |
| Gilder Gagnon Howe & Co LLC | 1,820 | $432.5K | 0.01% | +297+19.5% | Added |
| Moody Lynn & Lieberson, LLC | 1,800 | $427.8K | 0.04% | 00.0% | Unchanged |
| Lincoln National Corp | 1,777 | $422.4K | 0.01% | −164−8.4% | Reduced |
| Signaturefd, LLC | 1,769 | $420.3K | 0.01% | +529+42.7% | Added |
| iA Global Asset Management Inc. | 1,726 | $410.0K | 0.01% | +1,726 | New |
| Ieq Capital, LLC | 1,725 | $410.0K | 0.01% | +270+18.6% | Added |
| Gladstone Institutional Advisory LLC | 1,716 | $407.9K | 0.03% | −241−12.3% | Reduced |
| Alberta Investment Management Corp | 1,700 | $404.0K | 0.00% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 1,688 | $401.2K | 0.00% | +182+12.1% | Added |
| Yousif Capital Management, LLC | 1,651 | $392.4K | 0.00% | +40+2.5% | Added |
| Acadian Asset Management LLC | 1,652 | $391.0K | 0.00% | +1,420+612.1% | Added |
| DGS Capital Management, LLC | 1,635 | $388.5K | 0.19% | +174+11.9% | Added |
| Cullen/Frost Bankers, Inc. | 1,600 | $380.2K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,595 | $379.1K | 0.19% | −4,026−71.6% | Reduced |
| Sanchez Wealth Management Group | 1,580 | $375.4K | 0.15% | +2+0.1% | Added |
| Pennsylvania Capital Management Inc | 1,572 | $373.6K | 0.16% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,684 | $366.2K | 0.08% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 1,532 | $364.1K | 0.12% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,527 | $362.9K | 0.10% | +360+30.8% | Added |
| Cornerstone Investment Partners, LLC | 1,502 | $356.9K | 0.02% | −167,721−99.1% | Reduced |
| Future Fund LLC | 1,454 | $345.5K | 0.96% | −155−9.6% | Reduced |
| Wetherby Asset Management Inc | 1,449 | $344.4K | 0.02% | +220+17.9% | Added |
| Atria Wealth Solutions, Inc. | 1,448 | $344.1K | 0.00% | +87+6.4% | Added |
| First County Bank | 1,444 | $343.2K | 0.18% | −165−10.3% | Reduced |
| Wealth Alliance | 1,420 | $337.4K | 0.05% | −144−9.2% | Reduced |
| State of Michigan Retirement System | 1,400 | $332.7K | 0.00% | −300−17.6% | Reduced |
| Legacy Financial Group LLC | 1,366 | $324.6K | 0.08% | +1,366 | New |
| American International Group, Inc. | 1,356 | $322.3K | 0.00% | −94−6.5% | Reduced |
| Edgestream Partners, L.P. | 1,355 | $322.0K | 0.03% | +1,355 | New |
| 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 |
| Symmetry Partners, LLC | 1,324 | $315.0K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,320 | $313.7K | 0.03% | +42+3.3% | Added |
| SFG Wealth Management, LLC. | 1,312 | $311.9K | 0.25% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,310 | $311.0K | 0.03% | +1,310 | New |
| 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 |
| Wedmont Private Capital | 1,263 | $299.1K | 0.03% | +93+7.9% | Added |
| Foster & Motley Inc | 1,229 | $292.0K | 0.02% | −46−3.6% | Reduced |
| Toroso Investments, LLC | 1,217 | $289.2K | 0.01% | +81+7.1% | Added |
| Swiss Life Asset Management Ltd | 1,208 | $286.8K | 0.00% | −30,606−96.2% | Reduced |
| Thoroughbred Financial Services, LLC | 1,206 | $286.0K | 0.03% | +1,206 | New |
| Kestra Private Wealth Services, LLC | 1,175 | $279.2K | 0.01% | +242+25.9% | Added |
| MJP Associates Inc | 1,162 | $276.2K | 0.08% | +164+16.4% | Added |
| Beacon Pointe Advisors, LLC | 1,129 | $268.4K | 0.00% | +1,129 | New |
| Dorsey & Whitney Trust CO LLC | 1,121 | $266.4K | 0.02% | +7+0.6% | Added |
| Thrive Wealth Management, LLC | 1,096 | $260.5K | 0.07% | +31+2.9% | Added |
| Fund Management at Engine No. 1 LLC | 1,090 | $259.0K | 0.04% | +79+7.8% | Added |
| Intrust Bank NA | 1,075 | $255.5K | 0.03% | −106−9.0% | Reduced |
| Frontier Capital Management Co LLC | 1,074 | $255.2K | 0.00% | −35−3.2% | Reduced |
| OneAscent Wealth Management LLC | 1,073 | $255.0K | 0.11% | +1,073 | New |
| HMS Capital Management, LLC | 1,040 | $247.2K | 0.16% | −171−14.1% | Reduced |
| Forum Financial Management, LP | 1,004 | $238.6K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 997 | $236.9K | 0.01% | +997 | New |
| Mount Yale Investment Advisors, LLC | 981 | $233.1K | 0.03% | −5−0.5% | Reduced |
| Natixis | 970 | $230.5K | 0.00% | −48,338−98.0% | Reduced |
| Elgethun Capital Management | 958 | $228.6K | 0.07% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 937 | $224.0K | 0.01% | −165−15.0% | Reduced |
| Arkadios Wealth Advisors | 933 | $221.8K | 0.02% | +933 | New |
| CWM, LLC | 929 | $221.0K | 0.00% | +36+4.0% | Added |
| Diversified Trust Co | 925 | $219.8K | 0.01% | +925 | New |
| Hill Investment Group Partners, LLC | 924 | $219.6K | 0.04% | +1+0.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 913 | $217.5K | 0.17% | −99−9.8% | Reduced |
| Perigon Wealth Management, LLC | 909 | $216.0K | 0.01% | +909 | New |
| Berger Financial Group, Inc | 905 | $215.1K | 0.02% | −19−2.1% | Reduced |
| Coldstream Capital Management Inc | 898 | $213.4K | 0.01% | −113−11.2% | Reduced |
| Eagle Bay Advisors LLC | 895 | $212.8K | 0.10% | +345+62.7% | Added |
| PEAK6 Investments LLC | 895 | $212.8K | 0.01% | −6,318−87.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 880 | $209.1K | 0.01% | +880 | New |
| Mather Group, LLC. | 880 | $209.1K | 0.00% | +880 | New |
| Cigna Investments Inc | 868 | $206.0K | 0.05% | +868 | New |
| Lighthouse Investment Partners, LLC | 864 | $205.3K | 0.01% | −570−39.7% | Reduced |
| TSFG, LLC | 861 | $205.0K | 0.07% | +1+0.1% | Added |
| Lindbrook Capital, LLC | 851 | $202.2K | 0.02% | +8+0.9% | Added |
| Foundry Partners, LLC | 848 | $201.5K | 0.01% | +848 | New |
| Drive Wealth Management, LLC | 847 | $201.2K | 0.07% | +847 | New |
| IFP Advisors, Inc | 795 | $188.9K | 0.01% | −18−2.2% | Reduced |
| Quent Capital, LLC | 775 | $184.2K | 0.03% | +5+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 767 | $182.2K | 0.00% | −49−6.0% | Reduced |
| Systematic Alpha Investments, LLC | 760 | $180.6K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 645 | $153.3K | 0.08% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 600 | $142.6K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 568 | $135.0K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 548 | $130.2K | 0.01% | +61+12.5% | Added |
| NewSquare Capital LLC | 545 | $129.5K | 0.01% | 00.0% | Unchanged |