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 |
|---|---|---|---|---|---|
| Eminence Capital, LP | 799,757 | $182.0M | 3.55% | +101,159+14.5% | Added |
| TD Asset Management Inc | 828,369 | $188.6M | 0.19% | +613,792+286.0% | Added |
| Norges Bank | 880,842 | $200.5M | 0.04% | −11,772−1.3% | Reduced |
| JPMorgan Chase & Co | 910,261 | $207.2M | 0.02% | −289,316−24.1% | Reduced |
| Bank of New York Mellon Corp | 946,859 | $215.5M | 0.04% | −152,749−13.9% | Reduced |
| D. E. Shaw & Co., Inc. | 998,839 | $227.4M | 0.33% | +167,705+20.2% | Added |
| Boston Partners | 1,026,721 | $233.7M | 0.31% | +181,594+21.5% | Added |
| Samlyn Capital, LLC | 1,194,721 | $271.9M | 5.91% | −185,068−13.4% | Reduced |
| Millennium Management LLC | 1,199,445 | $273.0M | 0.26% | +899,989+300.5% | Added |
| Geode Capital Management, LLC | 1,351,666 | $307.2M | 0.03% | +21,133+1.6% | Added |
| Clarkston Capital Partners, LLC | 1,353,878 | $308.2M | 5.71% | −137,120−9.2% | Reduced |
| WCM Investment Management, LLC | 1,696,094 | $387.5M | 1.07% | −760,933−31.0% | Reduced |
| State Street Corp | 1,767,737 | $402.4M | 0.02% | +29,286+1.7% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,840,114 | $418.8M | 3.62% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,193,821 | $499.4M | 1.25% | +48,041+2.2% | Added |
| Capital Research Global Investors | 2,208,188 | $502.6M | 0.12% | −125,888−5.4% | Reduced |
| Price T Rowe Associates Inc | 2,456,051 | $559.0M | 0.08% | −169,458−6.5% | Reduced |
| FMR LLC | 2,799,190 | $637.2M | 0.05% | +526,259+23.2% | Added |
| Janus Henderson Group PLC | 2,843,632 | $647.3M | 0.39% | −235,136−7.6% | Reduced |
| BlackRock Inc. | 5,961,459 | $1.36B | 0.03% | −382,802−6.0% | Reduced |
| Vanguard Group Inc | 7,141,049 | $1.63B | 0.04% | +48,439+0.7% | Added |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −436,086−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −156,127−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −134,495−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −112,055−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −43,435−100.0% | Sold out |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −37,142−100.0% | Sold out |
| Rivermont Capital Management LP | 0 | $0 | 0.00% | −36,661−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −35,553−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −22,589−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −18,435−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −16,273−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,984−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −15,625−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −13,567−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −12,048−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −8,523−100.0% | Sold out |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −8,375−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −7,322−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −6,039−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −5,441−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −5,310−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −4,588−100.0% | Sold out |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −4,370−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −4,227−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,166−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −3,459−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,426−100.0% | Sold out |
| Vetamer Capital Management, L.P. | 0 | $0 | 0.00% | −3,337−100.0% | Sold out |
| ACT Advisors, LLC. | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,719−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −2,351−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,156−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,016−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −1,716−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −1,366−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,355−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,310−100.0% | Sold out |
| Foster & Motley Inc | 0 | $0 | 0.00% | −1,229−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −1,090−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −1,074−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −981−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −937−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Hutchens & Kramer Investment Management Group, LLC | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −909−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −868−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −864−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −848−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −847−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |