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.
Q4 2023 vs. Q3 2023
How the institutions holding LPL Financial Holdings Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 601 | 6 | 621 | +26 |
| Shares | 71.9M | 57.2K | 71.1M | −753.1K (−1.0%) |
| Value | $17.1B | $13.6M | $16.2B | −$907.0M (−5.3%) |
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (98)
Institutions that held LPL Financial Holdings Inc. at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (72)
Institutions that held LPL Financial Holdings Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
Not filed for Q4 2023 yet (6)
Institutions that held LPL Financial Holdings Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Pathstone Family Office, LLC | 35,920 | $8.54M |
| First Republic Investment Management, Inc. | 9,557 | $2.27M |
| Advisor Partners II, LLC | 4,349 | $1.03M |
| KB Financial Partners, LLC | 3,796 | $902.0K |
| Colony Group LLC | 3,403 | $809.0K |
| Steward Financial Group LLC | 196 | $46.0K |