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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 387 | $88.1K | 0.00% | +80+26.1% | Added |
| ICA Group Wealth Management, LLC | 389 | $88.5K | 0.02% | +389 | New |
| Arlington Trust Co LLC | 390 | $88.8K | 0.02% | +390 | New |
| Gables Capital Management Inc. | 400 | $91.0K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 411 | $93.6K | 0.00% | −85−17.1% | Reduced |
| Allworth Financial LP | 442 | $100.6K | 0.00% | −28−6.0% | Reduced |
| Desjardins Global Asset Management Inc. | 446 | $101.5K | 0.01% | +6+1.4% | Added |
| Asset Dedication, LLC | 451 | $103.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 455 | $103.6K | 0.02% | +398+698.2% | Added |
| Federation des caisses Desjardins du Quebec | 460 | $104.7K | 0.00% | −45−8.9% | Reduced |
| Tidemark, LLC | 471 | $107.2K | 0.07% | +471 | New |
| Provence Wealth Management Group | 472 | $107.4K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 476 | $108.4K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 492 | $112.0K | 0.00% | +139+39.4% | Added |
| SYSTM Wealth Solutions LLC | 500 | $113.9K | 0.02% | +500 | New |
| Ci Investments Inc. | 499 | $114.0K | 0.00% | −12−2.3% | Reduced |
| Quadrant Capital Group LLC | 513 | $116.8K | 0.01% | −35−6.4% | Reduced |
| Tyler-Stone Wealth Management | 518 | $117.9K | 0.06% | −50−8.8% | Reduced |
| Kapitalo Investimentos Ltda | 524 | $119.3K | 0.02% | +154+41.6% | Added |
| NewSquare Capital LLC | 545 | $124.1K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 553 | $125.9K | 0.03% | +553 | New |
| UniSuper Management Pty Ltd | 600 | $136.6K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 645 | $146.8K | 0.06% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 760 | $173.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 813 | $185.0K | 0.00% | −839−50.8% | Reduced |
| TSFG, LLC | 862 | $196.0K | 0.06% | +1+0.1% | Added |
| V-Square Quantitative Management LLC | 863 | $196.4K | 0.05% | +341+65.3% | Added |
| Quent Capital, LLC | 872 | $198.4K | 0.03% | +97+12.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 880 | $200.3K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 880 | $200.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 883 | $201.0K | 0.02% | +32+3.8% | Added |
| Berger Financial Group, Inc | 897 | $204.2K | 0.02% | −8−0.9% | Reduced |
| Arkadios Wealth Advisors | 912 | $207.6K | 0.02% | −21−2.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 922 | $209.8K | 0.00% | +155+20.2% | Added |
| Hill Investment Group Partners, LLC | 925 | $210.6K | 0.03% | +1+0.1% | Added |
| National Asset Management, Inc. | 934 | $212.5K | 0.01% | −1,277−57.8% | Reduced |
| Empowered Funds, LLC | 952 | $216.7K | 0.01% | +952 | New |
| Elgethun Capital Management | 958 | $218.1K | 0.06% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 962 | $219.0K | 0.01% | +962 | New |
| Thrive Wealth Management, LLC | 969 | $220.6K | 0.05% | −127−11.6% | Reduced |
| Tower Research Capital LLC (TRC) | 972 | $221.2K | 0.00% | +660+211.5% | Added |
| Intrust Bank NA | 974 | $221.7K | 0.03% | −101−9.4% | Reduced |
| CWM, LLC | 985 | $224.0K | 0.00% | +56+6.0% | Added |
| Blueshift Asset Management, LLC | 996 | $226.7K | 0.12% | +996 | New |
| Forum Financial Management, LP | 1,004 | $228.5K | 0.00% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 1,008 | $229.5K | 0.14% | −32−3.1% | Reduced |
| Cornerstone Investment Partners, LLC | 1,012 | $230.4K | 0.01% | −490−32.6% | Reduced |
| Eagle Bay Advisors LLC | 1,018 | $231.8K | 0.15% | +123+13.7% | Added |
| Coldstream Capital Management Inc | 1,035 | $235.6K | 0.01% | +137+15.3% | Added |
| OneAscent Financial Services LLC | 1,046 | $238.0K | 0.03% | +1,046 | New |
| Kestra Private Wealth Services, LLC | 1,047 | $238.3K | 0.01% | −128−10.9% | Reduced |
| OneAscent Wealth Management LLC | 1,073 | $244.0K | 0.10% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,091 | $248.2K | 0.28% | +1,091 | New |
| Capstone Investment Advisors, LLC | 1,109 | $252.4K | 0.00% | +112+11.2% | Added |
| Systematic Portfolios LLC | 1,109 | $252.4K | 0.76% | +1,109 | New |
| Brown Advisory Inc | 1,114 | $253.6K | 0.00% | +1,114 | New |
| Dorsey & Whitney Trust CO LLC | 1,114 | $253.6K | 0.02% | −7−0.6% | Reduced |
| MJP Associates Inc | 1,136 | $258.7K | 0.07% | −26−2.2% | Reduced |
| Beacon Pointe Advisors, LLC | 1,153 | $262.5K | 0.00% | +24+2.1% | Added |
| Davenport & Co LLC | 1,173 | $267.0K | 0.00% | −807−40.8% | Reduced |
| Pzena Investment Management LLC | 1,187 | $270.2K | 0.00% | −90−7.0% | Reduced |
| Vinva Investment Management Ltd | 1,183 | $270.3K | 0.02% | +1,183 | New |
| Cetera Trust Company, N.A | 1,210 | $275.4K | 0.17% | +1,210 | New |
| Custom Index Systems, LLC | 1,221 | $277.9K | 0.18% | +1,221 | New |
| Bridgefront Capital, LLC | 1,249 | $284.3K | 0.21% | +1,249 | New |
| Future Fund LLC | 1,254 | $285.4K | 0.79% | −200−13.8% | Reduced |
| American International Group, Inc. | 1,275 | $290.2K | 0.00% | −81−6.0% | Reduced |
| Swiss Life Asset Management Ltd | 1,293 | $294.8K | 0.00% | +85+7.0% | Added |
| Toroso Investments, LLC | 1,305 | $297.0K | 0.01% | +88+7.2% | Added |
| Symmetry Partners, LLC | 1,324 | $302.0K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,330 | $302.7K | 0.00% | −1,507−53.1% | Reduced |
| SFG Wealth Management, LLC. | 1,338 | $304.5K | 0.20% | +26+2.0% | Added |
| Hallmark Capital Management Inc | 1,339 | $304.8K | 0.02% | +19+1.4% | Added |
| Vontobel Holding Ltd. | 1,350 | $307.3K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,350 | $307.3K | 0.12% | 00.0% | Unchanged |
| Groupama Asset Managment | 1,357 | $309.0K | 0.01% | +1,357 | New |
| Wealthfront Advisers LLC | 1,363 | $310.2K | 0.00% | −325−19.3% | Reduced |
| Signaturefd, LLC | 1,377 | $313.4K | 0.01% | −392−22.2% | Reduced |
| First County Bank | 1,379 | $313.9K | 0.15% | −65−4.5% | Reduced |
| Great Diamond Partners, LLC | 1,406 | $320.0K | 0.08% | −121−7.9% | Reduced |
| Lincoln National Corp | 1,406 | $320.1K | 0.01% | −371−20.9% | Reduced |
| Wealth Alliance | 1,434 | $326.4K | 0.05% | +14+1.0% | Added |
| Atria Wealth Solutions, Inc. | 1,436 | $326.8K | 0.00% | −12−0.8% | Reduced |
| Axxcess Wealth Management, LLC | 1,456 | $331.5K | 0.01% | −1,288−46.9% | Reduced |
| Thrivent Financial for Lutherans | 1,480 | $337.0K | 0.00% | −343−18.8% | Reduced |
| Lido Advisors, LLC | 1,507 | $343.1K | 0.00% | −356−19.1% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,534 | $349.2K | 0.10% | +2+0.1% | Added |
| Wetherby Asset Management Inc | 1,550 | $352.8K | 0.02% | +101+7.0% | Added |
| Pennsylvania Capital Management Inc | 1,572 | $357.8K | 0.14% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,581 | $359.8K | 0.14% | −54−3.3% | Reduced |
| Yousif Capital Management, LLC | 1,599 | $364.0K | 0.00% | −52−3.1% | Reduced |
| Coastal Investment Advisors, Inc. | 1,604 | $365.1K | 0.08% | −80−4.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,628 | $370.6K | 0.01% | +28+1.8% | Added |
| Sanchez Wealth Management Group | 1,645 | $374.4K | 0.14% | +65+4.1% | Added |
| Alberta Investment Management Corp | 1,700 | $387.0K | 0.00% | 00.0% | Unchanged |
| State of Michigan Retirement System | 1,700 | $387.0K | 0.00% | +300+21.4% | Added |
| Pearl River Capital, LLC | 1,726 | $392.9K | 0.06% | +1,726 | New |
| Two Sigma Securities, LLC | 1,727 | $393.1K | 0.02% | +1,727 | New |
| Fox Run Management, L.L.C. | 1,752 | $398.8K | 0.10% | +1,752 | New |
| iA Global Asset Management Inc. | 1,757 | $400.0K | 0.01% | +31+1.8% | Added |