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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 80,028 | $18.2M | 0.01% | −838−1.0% | Reduced |
| Ameriprise Financial Inc | 75,835 | $17.3M | 0.01% | −197,305−72.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 75,319 | $17.1M | 0.04% | −11,523−13.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 75,215 | $17.1M | 0.44% | −30,671−29.0% | Reduced |
| Reinhart Partners, Inc. | 74,620 | $17.0M | 0.75% | +4,333+6.2% | Added |
| Aviva PLC | 74,324 | $16.9M | 0.06% | +7,151+10.6% | Added |
| Fort Washington Investment Advisors Inc | 71,270 | $16.2M | 0.11% | −290.0% | Reduced |
| Family Wealth Partners, LLC | 70,514 | $16.1M | 12.39% | +70,514 | New |
| Brandywine Global Investment Management, LLC | 69,994 | $15.9M | 0.13% | +31,301+80.9% | Added |
| CI Private Wealth, LLC | 69,623 | $15.8M | 0.03% | +33,880+94.8% | Added |
| Citigroup Inc | 64,423 | $14.7M | 0.02% | −849−1.3% | Reduced |
| Teacher Retirement System of Texas | 63,920 | $14.5M | 0.10% | −9,611−13.1% | Reduced |
| Twinbeech Capital LP | 62,154 | $14.1M | 0.23% | +62,154 | New |
| Thornburg Investment Management Inc | 61,841 | $14.1M | 0.20% | −10,462−14.5% | Reduced |
| Cramer Rosenthal McGlynn LLC | 60,654 | $13.8M | 0.75% | −24,355−28.6% | Reduced |
| New York State Common Retirement Fund | 60,256 | $13.7M | 0.02% | −14,276−19.2% | Reduced |
| Iridian Asset Management LLC | 60,155 | $13.7M | 2.48% | +30,273+101.3% | Added |
| Brown Brothers Harriman & Co | 58,956 | $13.4M | 0.11% | +15,373+35.3% | Added |
| AQR Capital Management LLC | 58,065 | $13.2M | 0.02% | −35,610−38.0% | Reduced |
| Korea Investment CORP | 56,298 | $12.8M | 0.03% | −61,759−52.3% | Reduced |
| NewEdge Wealth, LLC | 55,827 | $12.7M | 0.32% | +38,839+228.6% | Added |
| Treasurer of the State of North Carolina | 52,782 | $12.0M | 0.06% | −1,696−3.1% | Reduced |
| UBS Group AG | 52,625 | $12.0M | 0.00% | −65,270−55.4% | Reduced |
| Royal London Asset Management Ltd | 50,360 | $11.5M | 0.03% | −2,371−4.5% | Reduced |
| Ensign Peak Advisors, Inc | 49,040 | $11.2M | 0.02% | −10,405−17.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 44,244 | $10.5M | 1.08% | +1,833+4.3% | Added |
| Icon Advisers Inc | 45,632 | $10.4M | 2.38% | 00.0% | Unchanged |
| Logan Capital Management Inc | 45,087 | $10.3M | 0.48% | −731−1.6% | Reduced |
| Aquatic Capital Management LLC | 44,400 | $10.1M | 0.26% | +44,400 | New |
| State of New Jersey Common Pension Fund D | 44,183 | $10.1M | 0.03% | 00.0% | Unchanged |
| Great West Life Assurance Co | 44,212 | $10.0M | 0.02% | −4,262−8.8% | Reduced |
| LMR Partners LLP | 43,772 | $9.96M | 0.25% | −29,035−39.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 43,532 | $9.91M | 0.01% | +864+2.0% | Added |
| Bridgewater Associates, LP | 42,799 | $9.74M | 0.05% | +10,105+30.9% | Added |
| Venturi Wealth Management, LLC | 42,414 | $9.65M | 0.68% | +183+0.4% | Added |
| Forsta Ap-Fonden | 40,700 | $9.26M | 0.09% | −3,400−7.7% | Reduced |
| Pathstone Holdings, LLC | 40,570 | $9.23M | 0.05% | +40,570 | New |
| Brant Point Investment Management LLC | 39,254 | $8.93M | 2.14% | +1,801+4.8% | Added |
| State of Wisconsin Investment Board | 39,060 | $8.89M | 0.03% | −2,265−5.5% | Reduced |
| Public Employees Retirement System of Ohio | 38,508 | $8.77M | 0.04% | −3,393−8.1% | Reduced |
| Pictet Asset Management Holding SA | 38,474 | $8.76M | 0.01% | −677−1.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 38,353 | $8.73M | 0.11% | −4,516−10.5% | Reduced |
| Storebrand Asset Management AS | 38,078 | $8.67M | 0.03% | −7,605−16.6% | Reduced |
| BNP Paribas Arbitrage, SA | 38,076 | $8.67M | 0.02% | +26,406+226.3% | Added |
| Mn Services Vermogensbeheer B.V. | 37,300 | $8.49M | 0.08% | −100−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 36,664 | $8.35M | 0.01% | −21,799−37.3% | Reduced |
| Janney Montgomery Scott LLC | 35,692 | $8.12M | 0.03% | +349+1.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 34,230 | $7.97M | 0.01% | +33+0.1% | Added |
| Asset Management One Co.,Ltd. | 34,863 | $7.96M | 0.03% | +4,686+15.5% | Added |
| Prana Capital Management, LP | 34,852 | $7.93M | 0.47% | +34,852 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 32,235 | $7.34M | 0.02% | −1,388−4.1% | Reduced |
| Parnassus Investments | 31,644 | $7.20M | 0.02% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 31,332 | $7.13M | 0.89% | +10,756+52.3% | Added |
| Nomura Asset Management Co Ltd | 30,560 | $6.96M | 0.03% | +834+2.8% | Added |
| Susquehanna International Group, LLP | 30,555 | $6.95M | 0.01% | −20,372−40.0% | Reduced |
| Intech Investment Management LLC | 30,147 | $6.86M | 0.10% | −2,641−8.1% | Reduced |
| Capital Fund Management S.A. | 29,782 | $6.78M | 0.09% | −30,758−50.8% | Reduced |
| Andra AP-fonden | 29,700 | $6.76M | 0.36% | +10,800+57.1% | Added |
| Interval Partners, LP | 29,524 | $6.72M | 0.29% | −55,659−65.3% | Reduced |
| DnB Asset Management AS | 29,271 | $6.66M | 0.03% | +15,592+114.0% | Added |
| Formuepleje A/S | 29,257 | $6.66M | 0.47% | −605−2.0% | Reduced |
| Natixis Advisors, L.P. | 28,843 | $6.57M | 0.02% | −16,090−35.8% | Reduced |
| KWB Wealth | 28,454 | $6.48M | 0.93% | +466+1.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,012 | $6.38M | 0.02% | −767−2.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 27,437 | $6.25M | 0.05% | +23,961+689.3% | Added |
| Caisse de Depot Et Placement du Quebec | 26,181 | $5.96M | 0.02% | +24,904+1,950.2% | Added |
| Private Advisor Group, LLC | 26,015 | $5.92M | 0.05% | +101+0.4% | Added |
| Winmill & Co. Inc | 24,660 | $5.61M | 1.80% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 24,134 | $5.49M | 0.02% | −53,318−68.8% | Reduced |
| Macquarie Group Ltd | 23,766 | $5.41M | 0.01% | +1,156+5.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 23,705 | $5.40M | 0.32% | +6,082+34.5% | Added |
| Blair William & Co | 23,455 | $5.34M | 0.02% | −1,202−4.9% | Reduced |
| National Bank of Canada | 22,956 | $5.30M | 0.01% | −30,238−56.8% | Reduced |
| Bullseye Asset Management LLC | 22,527 | $5.13M | 2.45% | 00.0% | Unchanged |
| US Bancorp | 21,082 | $4.80M | 0.01% | −3,320−13.6% | Reduced |
| Winthrop Advisory Group LLC | 20,933 | $4.76M | 0.74% | +70.0% | Added |
| Arizona State Retirement System | 20,801 | $4.73M | 0.04% | −389−1.8% | Reduced |
| Tobam | 20,734 | $4.72M | 0.41% | +138+0.7% | Added |
| Van Eck Associates Corp | 20,620 | $4.69M | 0.01% | +2,946+16.7% | Added |
| Jane Street Group, LLC | 20,527 | $4.67M | 0.01% | −43,777−68.1% | Reduced |
| Phoenix Holdings Ltd. | 18,190 | $4.66M | 0.08% | −8,396−31.6% | Reduced |
| Shepherd Financial Partners LLC | 20,197 | $4.60M | 0.65% | +20,197 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 19,400 | $4.42M | 0.06% | −3,500−15.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 18,815 | $4.28M | 0.08% | +18,815 | New |
| MML Investors Services, LLC | 18,556 | $4.22M | 0.02% | −3,280−15.0% | Reduced |
| Gradient Investments LLC | 18,424 | $4.19M | 0.10% | −338−1.8% | Reduced |
| Buckingham Strategic Partners | 17,865 | $4.07M | 0.20% | +30+0.2% | Added |
| Illinois Municipal Retirement Fund | 17,742 | $4.04M | 0.07% | 00.0% | Unchanged |
| Captrust Financial Advisors | 17,740 | $4.04M | 0.01% | −55−0.3% | Reduced |
| Putnam Investments LLC | 17,228 | $3.92M | 0.01% | +17,228 | New |
| Vestmark Advisory Solutions, Inc. | 17,212 | $3.92M | 0.20% | +514+3.1% | Added |
| Snowden Capital Advisors LLC | 16,387 | $3.73M | 0.14% | −3,024−15.6% | Reduced |
| Handelsbanken Fonder AB | 16,281 | $3.71M | 0.02% | +2,200+15.6% | Added |
| Bank of Nova Scotia | 16,209 | $3.69M | 0.01% | +4,391+37.2% | Added |
| O'Shaughnessy Asset Management, LLC | 16,091 | $3.66M | 0.05% | −2,863−15.1% | Reduced |
| IFM Investors Pty Ltd | 15,844 | $3.61M | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 15,662 | $3.57M | 0.31% | −1,015−6.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 15,619 | $3.56M | 0.01% | −3,704−19.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 15,477 | $3.52M | 0.02% | −200−1.3% | Reduced |
| Northwest Financial Advisors | 15,380 | $3.50M | 2.97% | +15,380 | New |