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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 5,594 | $1.27M | 0.01% | +463+9.0% | Added |
| Foresight Global Investors, Inc. | 5,549 | $1.26M | 0.72% | −1,671−23.1% | Reduced |
| King Luther Capital Management Corp | 5,538 | $1.26M | 0.01% | +219+4.1% | Added |
| QRG Capital Management, Inc. | 5,491 | $1.25M | 0.02% | +283+5.4% | Added |
| Financial Advocates Investment Management | 5,393 | $1.23M | 0.08% | +93+1.8% | Added |
| Cipher Capital LP | 5,316 | $1.21M | 0.39% | +623+13.3% | Added |
| Candriam Luxembourg S.C.A. | 5,186 | $1.18M | 0.01% | −1,160−18.3% | Reduced |
| Brinker Capital Investments, LLC | 4,919 | $1.17M | 0.01% | +701+16.6% | Added |
| Orion Portfolio Solutions, LLC | 4,919 | $1.17M | 0.01% | +701+16.6% | Added |
| Natixis | 5,098 | $1.16M | 0.01% | +4,128+425.6% | Added |
| Gateway Investment Advisers LLC | 4,995 | $1.14M | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 4,962 | $1.13M | 0.04% | +1,140+29.8% | Added |
| Cerity Partners LLC | 4,952 | $1.13M | 0.00% | +4,952 | New |
| Navellier & Associates Inc | 4,817 | $1.10M | 0.16% | +584+13.8% | Added |
| Bleakley Financial Group, LLC | 4,776 | $1.09M | 0.03% | −27−0.6% | Reduced |
| Advisor OS, LLC | 4,730 | $1.08M | 0.14% | −252−5.1% | Reduced |
| Point72 Hong Kong Ltd | 4,704 | $1.07M | 0.07% | +4,704 | New |
| Two Sigma Investments, LP | 4,700 | $1.07M | 0.00% | +300+6.8% | Added |
| Headlands Technologies LLC | 4,670 | $1.06M | 0.32% | +3,075+192.8% | Added |
| Everpar Advisors LLC | 4,660 | $1.06M | 0.49% | +4,660 | New |
| Banque Cantonale Vaudoise | 4,642 | $1.06M | 0.05% | +1,690+57.2% | Added |
| Crossmark Global Holdings, Inc. | 4,597 | $1.05M | 0.02% | +689+17.6% | Added |
| Cornercap Investment Counsel Inc | 4,583 | $1.04M | 0.17% | +117+2.6% | Added |
| MetLife Investment Management | 4,570 | $1.04M | 0.01% | −225−4.7% | Reduced |
| Aureus Asset Management, LLC | 4,455 | $1.01M | 0.07% | 00.0% | Unchanged |
| Versor Investments LP | 4,445 | $1.01M | 0.21% | −2,153−32.6% | Reduced |
| GWM Advisors LLC | 4,311 | $1.00M | 0.01% | +505+13.3% | Added |
| Castleark Management LLC | 4,335 | $986.7K | 0.04% | +660+18.0% | Added |
| Cubist Systematic Strategies, LLC | 4,263 | $970.3K | 0.01% | −1,757−29.2% | Reduced |
| CenterBook Partners LP | 4,260 | $969.7K | 0.12% | −1,129−21.0% | Reduced |
| M&T Bank Corp | 4,240 | $965.0K | 0.00% | −741−14.9% | Reduced |
| Cresset Asset Management, LLC | 4,197 | $955.2K | 0.01% | −259−5.8% | Reduced |
| Walleye Trading LLC | 4,190 | $953.7K | 0.01% | +4,190 | New |
| Ethic Inc. | 4,170 | $949.2K | 0.03% | −742−15.1% | Reduced |
| TownSquare Capital, LLC | 4,147 | $944.0K | 0.02% | +714+20.8% | Added |
| Commonwealth Equity Services, LLC | 4,093 | $932.0K | 0.00% | +1,016+33.0% | Added |
| Achmea Investment Management B.V. | 4,033 | $918.0K | 0.02% | +4,033 | New |
| Verition Fund Management LLC | 4,018 | $914.6K | 0.01% | +1,436+55.6% | Added |
| Independent Advisor Alliance | 4,008 | $912.2K | 0.03% | −921−18.7% | Reduced |
| Schroder Investment Management Group | 3,983 | $906.6K | 0.00% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 3,980 | $905.9K | 0.02% | +1,050+35.8% | Added |
| Centiva Capital, LP | 3,909 | $889.8K | 0.06% | −680−14.8% | Reduced |
| Resources Investment Advisors, LLC. | 3,831 | $872.1K | 0.02% | +27+0.7% | Added |
| Cetera Investment Advisers | 3,780 | $860.4K | 0.01% | −1,694−30.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 3,744 | $852.2K | 0.23% | +3,744 | New |
| Oppenheimer Asset Management Inc. | 3,722 | $847.2K | 0.01% | −88−2.3% | Reduced |
| Otter Creek Advisors, LLC | 3,715 | $844.0K | 0.72% | +3,715 | New |
| Balyasny Asset Management LLC | 3,697 | $841.5K | 0.00% | −352,806−99.0% | Reduced |
| Clark Capital Management Group, Inc. | 3,674 | $836.3K | 0.01% | −4,262−53.7% | Reduced |
| Axq Capital, LP | 3,575 | $813.7K | 0.22% | −1,025−22.3% | Reduced |
| MidWestOne Financial Group, Inc. | 3,489 | $794.2K | 0.15% | +3,489 | New |
| Pittenger & Anderson Inc | 3,432 | $781.2K | 0.03% | 00.0% | Unchanged |
| Colony Group, LLC | 3,403 | $775.0K | 0.01% | +3,403 | New |
| Oversea-Chinese Banking CORP Ltd | 3,403 | $774.6K | 0.03% | +655+23.8% | Added |
| Shell Asset Management Co | 3,392 | $772.0K | 0.04% | −814−19.4% | Reduced |
| Globeflex Capital L P | 3,368 | $766.6K | 0.08% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 3,361 | $765.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,306 | $753.0K | 0.00% | +1,454+78.5% | Added |
| Advisors Asset Management, Inc. | 3,290 | $748.9K | 0.02% | −459−12.2% | Reduced |
| Emerald Advisers, LLC | 3,282 | $747.0K | 0.03% | −57−1.7% | Reduced |
| Ritholtz Wealth Management | 3,277 | $745.8K | 0.03% | −556−14.5% | Reduced |
| Integrated Wealth Concepts LLC | 3,265 | $743.1K | 0.01% | −165−4.8% | Reduced |
| Argent Capital Management LLC | 3,250 | $739.8K | 0.02% | 00.0% | Unchanged |
| Summit Global Investments | 3,189 | $726.0K | 0.05% | −1,547−32.7% | Reduced |
| LVW Advisors, LLC | 3,184 | $724.7K | 0.14% | +21+0.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,083 | $701.8K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 3,005 | $684.0K | 0.02% | +3,005 | New |
| IHT Wealth Management, LLC | 2,979 | $678.2K | 0.03% | −64−2.1% | Reduced |
| Ossiam | 2,975 | $677.2K | 0.01% | +326+12.3% | Added |
| Fulton Bank, N.A. | 2,919 | $664.4K | 0.03% | −298−9.3% | Reduced |
| Oregon Public Employees Retirement Fund | 2,918 | $664.2K | 0.01% | −1,271−30.3% | Reduced |
| Creative Planning | 2,865 | $652.1K | 0.00% | −335−10.5% | Reduced |
| Tudor Investment Corp Et Al | 2,819 | $641.7K | 0.01% | −46,298−94.3% | Reduced |
| E. Ohman J:or Asset Management AB | 2,800 | $637.3K | 0.02% | −600−17.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,760 | $629.0K | 0.09% | −198−6.7% | Reduced |
| Cumberland Partners Ltd | 2,750 | $626.0K | 0.06% | +750+37.5% | Added |
| Stratos Wealth Partners, LTD. | 2,699 | $614.5K | 0.01% | −35−1.3% | Reduced |
| Alera Investment Advisors, LLC | 2,692 | $612.8K | 0.08% | −1,361−33.6% | Reduced |
| Proequities, Inc. | 2,684 | $610.9K | 0.04% | −1,540−36.5% | Reduced |
| Ontario Teachers Pension Plan Board | 2,682 | $610.5K | 0.01% | +856+46.9% | Added |
| Hamilton Capital Partners Inc. | 2,673 | $608.4K | 0.12% | +436+19.5% | Added |
| Concorde Asset Management, LLC | 2,651 | $603.5K | 0.41% | −33−1.2% | Reduced |
| Ostrum Asset Management | 2,636 | $600.0K | 0.05% | −845−24.3% | Reduced |
| APG Asset Management N.V. | 2,865 | $590.4K | 0.00% | −14,735−83.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,570 | $585.0K | 0.04% | +740+40.4% | Added |
| HighPoint Advisor Group LLC | 2,225 | $584.0K | 0.04% | +2,225 | New |
| The PNC Financial Services Group, Inc. | 2,527 | $575.3K | 0.00% | −301−10.6% | Reduced |
| Handelsinvest Investeringsforvaltning | 2,509 | $571.0K | 0.23% | +2,509 | New |
| Point72 Asset Management, L.P. | 2,500 | $569.0K | 0.00% | −11,300−81.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,456 | $559.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,419 | $550.6K | 0.02% | +2,419 | New |
| Parallel Advisors, LLC | 2,378 | $541.3K | 0.02% | +26+1.1% | Added |
| McMahon Financial Advisors, LLC | 2,365 | $538.3K | 0.15% | −66−2.7% | Reduced |
| London Co of Virginia | 2,270 | $516.7K | 0.00% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 2,235 | $509.0K | 1.08% | +2,235 | New |
| XML Financial, LLC | 2,213 | $503.7K | 0.05% | +2+0.1% | Added |
| NBC Securities, Inc. | 2,172 | $494.0K | 0.05% | −31−1.4% | Reduced |
| Martingale Asset Management L P | 2,157 | $491.0K | 0.01% | −10,242−82.6% | Reduced |
| XTX Topco Ltd | 2,153 | $490.1K | 0.11% | +2,153 | New |
| FDx Advisors, Inc. | 2,122 | $483.0K | 0.04% | −279−11.6% | Reduced |