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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 2,110 | $480.3K | 0.00% | −1,161−35.5% | Reduced |
| CIBC World Markets Corp | 2,108 | $479.8K | 0.00% | +2,108 | New |
| Tokio Marine Asset Management Co Ltd | 2,104 | $478.9K | 0.03% | +198+10.4% | Added |
| United Capital Financial Advisers, LLC | 2,078 | $473.0K | 0.00% | +2,078 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,064 | $470.0K | 0.01% | −50,339−96.1% | Reduced |
| Metis Global Partners, LLC | 2,062 | $469.4K | 0.02% | −140−6.4% | Reduced |
| Ironwood Investment Counsel, LLC | 2,045 | $465.5K | 0.09% | −165−7.5% | Reduced |
| Heritage Wealth Management, LLC | 2,021 | $460.0K | 0.25% | +2,021 | New |
| Archer Investment Corp | 2,016 | $458.8K | 0.15% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 2,000 | $455.2K | 0.20% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,975 | $449.0K | 0.00% | −1,031−34.3% | Reduced |
| PEAK6 Investments LLC | 1,956 | $445.3K | 0.02% | +1,061+118.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,925 | $438.2K | 0.04% | +1,925 | New |
| MONECO Advisors, LLC | 1,918 | $436.6K | 0.08% | +14+0.7% | Added |
| SG Americas Securities, LLC | 1,912 | $435.0K | 0.00% | −6,194−76.4% | Reduced |
| Greenleaf Trust | 1,899 | $432.3K | 0.00% | −3−0.2% | Reduced |
| Aigen Investment Management, LP | 1,841 | $419.0K | 0.07% | +1,841 | New |
| EverSource Wealth Advisors, LLC | 1,833 | $417.4K | 0.04% | −19−1.0% | Reduced |
| Ieq Capital, LLC | 1,820 | $414.3K | 0.01% | +95+5.5% | Added |
| Moody Lynn & Lieberson, LLC | 1,800 | $409.7K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,688 | $401.0K | 0.03% | +425+33.7% | Added |
| iA Global Asset Management Inc. | 1,757 | $400.0K | 0.01% | +31+1.8% | Added |
| Fox Run Management, L.L.C. | 1,752 | $398.8K | 0.10% | +1,752 | New |
| Two Sigma Securities, LLC | 1,727 | $393.1K | 0.02% | +1,727 | New |
| Pearl River Capital, LLC | 1,726 | $392.9K | 0.06% | +1,726 | New |
| 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 |
| Sanchez Wealth Management Group | 1,645 | $374.4K | 0.14% | +65+4.1% | Added |
| Cullen/Frost Bankers, Inc. | 1,628 | $370.6K | 0.01% | +28+1.8% | Added |
| Coastal Investment Advisors, Inc. | 1,604 | $365.1K | 0.08% | −80−4.8% | Reduced |
| Yousif Capital Management, LLC | 1,599 | $364.0K | 0.00% | −52−3.1% | Reduced |
| DGS Capital Management, LLC | 1,581 | $359.8K | 0.14% | −54−3.3% | Reduced |
| Pennsylvania Capital Management Inc | 1,572 | $357.8K | 0.14% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,550 | $352.8K | 0.02% | +101+7.0% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,534 | $349.2K | 0.10% | +2+0.1% | Added |
| Lido Advisors, LLC | 1,507 | $343.1K | 0.00% | −356−19.1% | Reduced |
| Thrivent Financial for Lutherans | 1,480 | $337.0K | 0.00% | −343−18.8% | Reduced |
| Axxcess Wealth Management, LLC | 1,456 | $331.5K | 0.01% | −1,288−46.9% | Reduced |
| Atria Wealth Solutions, Inc. | 1,436 | $326.8K | 0.00% | −12−0.8% | Reduced |
| Wealth Alliance | 1,434 | $326.4K | 0.05% | +14+1.0% | Added |
| Lincoln National Corp | 1,406 | $320.1K | 0.01% | −371−20.9% | Reduced |
| Great Diamond Partners, LLC | 1,406 | $320.0K | 0.08% | −121−7.9% | Reduced |
| First County Bank | 1,379 | $313.9K | 0.15% | −65−4.5% | Reduced |
| Signaturefd, LLC | 1,377 | $313.4K | 0.01% | −392−22.2% | Reduced |
| Wealthfront Advisers LLC | 1,363 | $310.2K | 0.00% | −325−19.3% | Reduced |
| Groupama Asset Managment | 1,357 | $309.0K | 0.01% | +1,357 | New |
| 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 |
| Hallmark Capital Management Inc | 1,339 | $304.8K | 0.02% | +19+1.4% | Added |
| SFG Wealth Management, LLC. | 1,338 | $304.5K | 0.20% | +26+2.0% | Added |
| Alps Advisors Inc | 1,330 | $302.7K | 0.00% | −1,507−53.1% | Reduced |
| Symmetry Partners, LLC | 1,324 | $302.0K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,305 | $297.0K | 0.01% | +88+7.2% | Added |
| Swiss Life Asset Management Ltd | 1,293 | $294.8K | 0.00% | +85+7.0% | Added |
| American International Group, Inc. | 1,275 | $290.2K | 0.00% | −81−6.0% | Reduced |
| Future Fund LLC | 1,254 | $285.4K | 0.79% | −200−13.8% | Reduced |
| Bridgefront Capital, LLC | 1,249 | $284.3K | 0.21% | +1,249 | New |
| Custom Index Systems, LLC | 1,221 | $277.9K | 0.18% | +1,221 | New |
| Cetera Trust Company, N.A | 1,210 | $275.4K | 0.17% | +1,210 | New |
| Vinva Investment Management Ltd | 1,183 | $270.3K | 0.02% | +1,183 | New |
| Pzena Investment Management LLC | 1,187 | $270.2K | 0.00% | −90−7.0% | Reduced |
| Davenport & Co LLC | 1,173 | $267.0K | 0.00% | −807−40.8% | Reduced |
| Beacon Pointe Advisors, LLC | 1,153 | $262.5K | 0.00% | +24+2.1% | Added |
| MJP Associates Inc | 1,136 | $258.7K | 0.07% | −26−2.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,114 | $253.6K | 0.02% | −7−0.6% | Reduced |
| Brown Advisory Inc | 1,114 | $253.6K | 0.00% | +1,114 | 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 |
| Seeds Investor LLC | 1,091 | $248.2K | 0.28% | +1,091 | New |
| OneAscent Wealth Management LLC | 1,073 | $244.0K | 0.10% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,047 | $238.3K | 0.01% | −128−10.9% | Reduced |
| OneAscent Financial Services LLC | 1,046 | $238.0K | 0.03% | +1,046 | New |
| Coldstream Capital Management Inc | 1,035 | $235.6K | 0.01% | +137+15.3% | Added |
| Eagle Bay Advisors LLC | 1,018 | $231.8K | 0.15% | +123+13.7% | Added |
| Cornerstone Investment Partners, LLC | 1,012 | $230.4K | 0.01% | −490−32.6% | Reduced |
| HMS Capital Management, LLC | 1,008 | $229.5K | 0.14% | −32−3.1% | Reduced |
| Forum Financial Management, LP | 1,004 | $228.5K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 996 | $226.7K | 0.12% | +996 | New |
| CWM, LLC | 985 | $224.0K | 0.00% | +56+6.0% | Added |
| Intrust Bank NA | 974 | $221.7K | 0.03% | −101−9.4% | Reduced |
| Tower Research Capital LLC (TRC) | 972 | $221.2K | 0.00% | +660+211.5% | Added |
| Thrive Wealth Management, LLC | 969 | $220.6K | 0.05% | −127−11.6% | Reduced |
| Apollon Wealth Management, LLC | 962 | $219.0K | 0.01% | +962 | New |
| Elgethun Capital Management | 958 | $218.1K | 0.06% | 00.0% | Unchanged |
| Empowered Funds, LLC | 952 | $216.7K | 0.01% | +952 | New |
| National Asset Management, Inc. | 934 | $212.5K | 0.01% | −1,277−57.8% | Reduced |
| Hill Investment Group Partners, LLC | 925 | $210.6K | 0.03% | +1+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 922 | $209.8K | 0.00% | +155+20.2% | Added |
| Arkadios Wealth Advisors | 912 | $207.6K | 0.02% | −21−2.3% | Reduced |
| Berger Financial Group, Inc | 897 | $204.2K | 0.02% | −8−0.9% | Reduced |
| Lindbrook Capital, LLC | 883 | $201.0K | 0.02% | +32+3.8% | 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 |
| Quent Capital, LLC | 872 | $198.4K | 0.03% | +97+12.5% | Added |
| V-Square Quantitative Management LLC | 863 | $196.4K | 0.05% | +341+65.3% | Added |
| TSFG, LLC | 862 | $196.0K | 0.06% | +1+0.1% | Added |
| Acadian Asset Management LLC | 813 | $185.0K | 0.00% | −839−50.8% | Reduced |
| Systematic Alpha Investments, LLC | 760 | $173.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 645 | $146.8K | 0.06% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 600 | $136.6K | 0.00% | 00.0% | Unchanged |