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, Q4 2023
Institutional positions in LPL Financial Holdings Inc. as of Dec 31, 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
- 621
- +26 vs. Q3 2023
- Shares held
- 71.1M
- −753.1K (−1.0%) vs. Q3 2023
- Total value
- $16.2B
- −$907.0M (−5.3%) vs. Q3 2023
- New holders
- 98
- 174 more added
- Sold out
- 72
- 260 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,141,049 | $1.63B | 0.04% | +48,439+0.7% | Added |
| BlackRock Inc. | 5,961,459 | $1.36B | 0.03% | −382,802−6.0% | Reduced |
| Janus Henderson Group PLC | 2,843,632 | $647.3M | 0.39% | −235,136−7.6% | Reduced |
| FMR LLC | 2,799,190 | $637.2M | 0.05% | +526,259+23.2% | Added |
| Price T Rowe Associates Inc | 2,456,051 | $559.0M | 0.08% | −169,458−6.5% | Reduced |
| Capital Research Global Investors | 2,208,188 | $502.6M | 0.12% | −125,888−5.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,193,821 | $499.4M | 1.25% | +48,041+2.2% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,840,114 | $418.8M | 3.62% | 00.0% | Unchanged |
| State Street Corp | 1,767,737 | $402.4M | 0.02% | +29,286+1.7% | Added |
| WCM Investment Management, LLC | 1,696,094 | $387.5M | 1.07% | −760,933−31.0% | Reduced |
| Clarkston Capital Partners, LLC | 1,353,878 | $308.2M | 5.71% | −137,120−9.2% | Reduced |
| Geode Capital Management, LLC | 1,351,666 | $307.2M | 0.03% | +21,133+1.6% | Added |
| Millennium Management LLC | 1,199,445 | $273.0M | 0.26% | +899,989+300.5% | Added |
| Samlyn Capital, LLC | 1,194,721 | $271.9M | 5.91% | −185,068−13.4% | Reduced |
| Boston Partners | 1,026,721 | $233.7M | 0.31% | +181,594+21.5% | Added |
| D. E. Shaw & Co., Inc. | 998,839 | $227.4M | 0.33% | +167,705+20.2% | Added |
| Bank of New York Mellon Corp | 946,859 | $215.5M | 0.04% | −152,749−13.9% | Reduced |
| JPMorgan Chase & Co | 910,261 | $207.2M | 0.02% | −289,316−24.1% | Reduced |
| Norges Bank | 880,842 | $200.5M | 0.04% | −11,772−1.3% | Reduced |
| TD Asset Management Inc | 828,369 | $188.6M | 0.19% | +613,792+286.0% | Added |
| Eminence Capital, LP | 799,757 | $182.0M | 3.55% | +101,159+14.5% | Added |
| Epoch Investment Partners, Inc. | 774,297 | $176.2M | 0.80% | +364,597+89.0% | Added |
| Voya Investment Management LLC | 748,781 | $170.1M | 0.18% | +33,811+4.7% | Added |
| Eagle Asset Management Inc | 719,291 | $163.7M | 0.88% | −15,399−2.1% | Reduced |
| Dimensional Fund Advisors LP | 718,246 | $163.5M | 0.05% | −10,758−1.5% | Reduced |
| Darlington Partners Capital Management, LP | 715,014 | $162.8M | 9.35% | −7,603−1.1% | Reduced |
| Nuveen Asset Management, LLC | 699,535 | $159.2M | 0.05% | −13,843−1.9% | Reduced |
| Canada Pension Plan Investment Board | 695,536 | $158.3M | 0.20% | +238,546+52.2% | Added |
| Massachusetts Financial Services Co | 583,388 | $132.8M | 0.04% | +15,096+2.7% | Added |
| SurgoCap Partners LP | 576,619 | $131.3M | 9.27% | +576,619 | New |
| Bank of America Corp | 546,078 | $124.3M | 0.01% | −142,860−20.7% | Reduced |
| UBS Asset Management Americas Inc | 536,752 | $122.2M | 0.05% | +71,778+15.4% | Added |
| Morgan Stanley | 525,293 | $119.6M | 0.01% | +24,861+5.0% | Added |
| Junto Capital Management LP | 514,315 | $117.1M | 2.70% | +100,918+24.4% | Added |
| Fairview Capital Investment Management, LLC | 502,281 | $114.3M | 6.81% | −5,844−1.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 485,100 | $110.4M | 2.28% | +485,100 | New |
| Jacobs Levy Equity Management, Inc | 479,776 | $109.2M | 0.55% | +68,489+16.7% | Added |
| Wells Fargo & Company | 476,759 | $108.5M | 0.03% | −7,593−1.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 475,689 | $108.3M | 1.20% | −205,041−30.1% | Reduced |
| Northern Trust Corp | 465,958 | $106.1M | 0.02% | −32,447−6.5% | Reduced |
| First Pacific Advisors, LP | 460,261 | $104.8M | 1.57% | −20,384−4.2% | Reduced |
| Westfield Capital Management Co LP | 428,869 | $97.6M | 0.57% | −170,235−28.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 426,386 | $97.1M | 1.06% | +125,122+41.5% | Added |
| Alliancebernstein L.P. | 404,491 | $92.1M | 0.04% | −17,208−4.1% | Reduced |
| Agf Management Ltd | 374,355 | $85.2M | 0.50% | −33,828−8.3% | Reduced |
| Raymond James & Associates | 365,791 | $83.3M | 0.06% | −6,740−1.8% | Reduced |
| Legal & General Group Plc | 360,194 | $82.0M | 0.03% | −28,339−7.3% | Reduced |
| Azora Capital LP | 326,796 | $74.4M | 6.74% | +3,648+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 321,270 | $73.1M | 0.12% | +20,660+6.9% | Added |
| Goldman Sachs Group Inc | 317,094 | $72.2M | 0.02% | −11,596−3.5% | Reduced |
| Invesco Ltd. | 315,972 | $71.9M | 0.02% | −108,814−25.6% | Reduced |
| HSBC Holdings PLC | 312,206 | $71.1M | 0.07% | +151,010+93.7% | Added |
| American Century Companies Inc | 310,690 | $70.7M | 0.05% | −257,166−45.3% | Reduced |
| Envestnet Asset Management Inc | 306,755 | $69.8M | 0.03% | −30,944−9.2% | Reduced |
| Charles Schwab Investment Management Inc | 293,471 | $66.8M | 0.02% | +9,539+3.4% | Added |
| Citadel Advisors LLC | 281,753 | $64.1M | 0.06% | +239,839+572.2% | Added |
| Standard Life Aberdeen plc | 276,825 | $63.0M | 0.14% | −501,939−64.5% | Reduced |
| Deutsche Bank AG | 273,752 | $62.3M | 0.03% | +13,347+5.1% | Added |
| Franklin Resources Inc | 269,126 | $61.3M | 0.03% | −817−0.3% | Reduced |
| Royal Bank of Canada | 256,462 | $58.4M | 0.01% | +7,553+3.0% | Added |
| Employees Retirement System of Texas | 246,000 | $56.0M | 0.66% | +28,000+12.8% | Added |
| Gilder Gagnon Howe & Co LLC | 234,524 | $53.4M | 0.73% | +232,704+12,785.9% | Added |
| North Peak Capital Management, LLC | 225,657 | $51.4M | 5.40% | +28,430+14.4% | Added |
| Victory Capital Management Inc | 220,832 | $50.3M | 0.05% | −12,373−5.3% | Reduced |
| Wellington Management Group LLP | 209,078 | $47.6M | 0.01% | −72,132−25.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 206,520 | $47.0M | 0.03% | +11,736+6.0% | Added |
| Southpoint Capital Advisors LP | 190,000 | $43.2M | 0.93% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 189,546 | $43.1M | 1.18% | +3,114+1.7% | Added |
| Qube Research & Technologies Ltd | 185,876 | $42.3M | 0.10% | +114,392+160.0% | Added |
| Renaissance Technologies LLC | 183,700 | $41.8M | 0.06% | +129,700+240.2% | Added |
| Commerce Bank | 183,685 | $41.8M | 0.30% | −11,301−5.8% | Reduced |
| Panagora Asset Management Inc | 171,465 | $39.0M | 0.22% | −73,063−29.9% | Reduced |
| Jackson Square Partners, LLC | 159,588 | $36.3M | 1.18% | −174,794−52.3% | Reduced |
| Waratah Capital Advisors Ltd. | 150,277 | $34.2M | 1.95% | −87,945−36.9% | Reduced |
| Primecap Management Co | 150,000 | $34.1M | 0.03% | 00.0% | Unchanged |
| California Public Employees Retirement System | 144,837 | $33.0M | 0.03% | −6,859−4.5% | Reduced |
| Amundi | 135,872 | $31.6M | 0.01% | +62,368+84.8% | Added |
| Truist Financial Corp | 130,039 | $29.6M | 0.05% | −1,493−1.1% | Reduced |
| Credit Suisse AG | 129,793 | $29.5M | 0.03% | −30.0% | Reduced |
| Pinebridge Investments, L.P. | 121,561 | $27.7M | 0.26% | −24,259−16.6% | Reduced |
| California State Teachers Retirement System | 120,608 | $27.5M | 0.04% | −1,035−0.9% | Reduced |
| GCM Grosvenor Holdings, LLC | 118,304 | $26.9M | 4.76% | +13,004+12.3% | Added |
| Russell Investments Group, Ltd. | 117,620 | $26.8M | 0.05% | −17,769−13.1% | Reduced |
| Coronation Fund Managers Ltd. | 114,888 | $26.2M | 0.73% | +38,606+50.6% | Added |
| National Pension Service | 114,200 | $26.0M | 0.04% | 00.0% | Unchanged |
| Bamco Inc | 113,854 | $25.9M | 0.07% | +3,500+3.2% | Added |
| Rhumbline Advisers | 110,679 | $25.2M | 0.03% | −6,303−5.4% | Reduced |
| Artemis Investment Management LLP | 110,589 | $25.2M | 0.37% | −144,728−56.7% | Reduced |
| First Trust Advisors LP | 102,847 | $23.4M | 0.03% | +42,747+71.1% | Added |
| Manufacturers Life Insurance Company, The | 99,703 | $22.7M | 0.01% | +94,746+1,911.4% | Added |
| Stifel Financial Corp | 97,967 | $22.3M | 0.03% | −9,805−9.1% | Reduced |
| HM Payson & Co | 95,141 | $21.7M | 0.45% | −133,792−58.4% | Reduced |
| Heron Bay Capital Management | 94,262 | $21.5M | 4.97% | −479−0.5% | Reduced |
| Man Group plc | 92,096 | $21.0M | 0.06% | – | – |
| SEI Investments Co | 91,773 | $20.9M | 0.03% | −35,175−27.7% | Reduced |
| State Board of Administration of Florida Retirement System | 87,849 | $20.0M | 0.04% | −16,903−16.1% | Reduced |
| Barclays PLC | 84,483 | $19.2M | 0.01% | +20,639+32.3% | Added |
| Squarepoint Ops LLC | 83,931 | $19.1M | 0.08% | +83,931 | New |
| Bank of Montreal | 82,291 | $18.9M | 0.01% | −49,937−37.8% | Reduced |
| Comerica Bank | 82,103 | $18.7M | 0.09% | +3,423+4.4% | Added |