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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 553 | $125.9K | 0.03% | +553 | New |
| NewSquare Capital LLC | 545 | $124.1K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 524 | $119.3K | 0.02% | +154+41.6% | Added |
| Tyler-Stone Wealth Management | 518 | $117.9K | 0.06% | −50−8.8% | Reduced |
| Quadrant Capital Group LLC | 513 | $116.8K | 0.01% | −35−6.4% | Reduced |
| Ci Investments Inc. | 499 | $114.0K | 0.00% | −12−2.3% | Reduced |
| SYSTM Wealth Solutions LLC | 500 | $113.9K | 0.02% | +500 | New |
| Assetmark, Inc | 492 | $112.0K | 0.00% | +139+39.4% | Added |
| Private Trust Co NA | 476 | $108.4K | 0.01% | 00.0% | Unchanged |
| Provence Wealth Management Group | 472 | $107.4K | 0.06% | 00.0% | Unchanged |
| Tidemark, LLC | 471 | $107.2K | 0.07% | +471 | New |
| Federation des caisses Desjardins du Quebec | 460 | $104.7K | 0.00% | −45−8.9% | Reduced |
| Colonial Trust Co | 455 | $103.6K | 0.02% | +398+698.2% | Added |
| Asset Dedication, LLC | 451 | $103.0K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 446 | $101.5K | 0.01% | +6+1.4% | Added |
| Allworth Financial LP | 442 | $100.6K | 0.00% | −28−6.0% | Reduced |
| First Horizon Advisors, Inc. | 411 | $93.6K | 0.00% | −85−17.1% | Reduced |
| Gables Capital Management Inc. | 400 | $91.0K | 0.06% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 390 | $88.8K | 0.02% | +390 | New |
| ICA Group Wealth Management, LLC | 389 | $88.5K | 0.02% | +389 | New |
| Clearstead Advisors, LLC | 387 | $88.1K | 0.00% | +80+26.1% | Added |
| Covestor Ltd | 385 | $88.0K | 0.06% | −32−7.7% | Reduced |
| Central Trust Co | 367 | $83.5K | 0.00% | −21−5.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 352 | $80.0K | 0.00% | +352 | New |
| Penserra Capital Management LLC | 340 | $77.0K | 0.00% | −3,900−92.0% | Reduced |
| Global Retirement Partners, LLC | 320 | $74.6K | 0.00% | −142−30.7% | Reduced |
| Tennessee Valley Asset Management Partners | 322 | $73.4K | 0.02% | +322 | New |
| IFP Advisors, Inc | 322 | $73.2K | 0.00% | −473−59.5% | Reduced |
| TD Waterhouse Canada Inc. | 275 | $69.5K | 0.00% | +151+121.8% | Added |
| Alta Advisers Ltd | 300 | $68.3K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 269 | $61.0K | 0.01% | +15+5.9% | Added |
| Capital Analysts, LLC | 247 | $56.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 211 | $48.0K | 0.01% | −25−10.6% | Reduced |
| Sandy Spring Bank | 205 | $46.7K | 0.00% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 200 | $45.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 195 | $44.4K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 181 | $41.2K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 144 | $34.0K | 0.00% | −3−2.0% | Reduced |
| SRS Capital Advisors, Inc. | 142 | $32.2K | 0.00% | −52−26.8% | Reduced |
| American National Bank | 140 | $31.9K | 0.01% | +140 | New |
| GAMMA Investing LLC | 125 | $29.9K | 0.01% | +125 | New |
| Gladius Capital Management LP | 131 | $29.8K | 0.02% | +131 | New |
| Spire Wealth Management | 122 | $29.2K | 0.00% | +40+48.8% | Added |
| MCF Advisors LLC | 126 | $28.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 119 | $27.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 116 | $26.4K | 0.00% | +59+103.5% | Added |
| EdgeRock Capital LLC | 100 | $25.1K | 0.02% | +100 | New |
| Tanglewood Legacy Advisors, LLC | 100 | $22.8K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $22.8K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 88 | $20.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 87 | $19.8K | 0.00% | −140−61.7% | Reduced |
| LM Advisors LLC | 84 | $19.1K | 0.00% | +84 | New |
| IAG Wealth Partners, LLC | 83 | $19.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 83 | $18.9K | 0.00% | −2−2.4% | Reduced |
| FIL Ltd | 81 | $18.4K | 0.00% | +20+32.8% | Added |
| Plato Investment Management Ltd | 81 | $18.4K | 0.02% | +81 | New |
| Global X Japan Co., Ltd. | 76 | $17.3K | 0.01% | +76 | New |
| Huntington National Bank | 75 | $17.1K | 0.00% | +6+8.7% | Added |
| West Oak Capital, LLC | 75 | $17.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 65 | $14.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 63 | $14.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $12.5K | 0.00% | −2−3.5% | Reduced |
| Rakuten Investment Management, Inc. | 54 | $12.3K | 0.00% | +54 | New |
| West Tower Group, LLC | 53 | $12.1K | 0.02% | −2,399−97.8% | Reduced |
| Lazard Asset Management LLC | 54 | $12.0K | 0.00% | −230−81.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 52 | $11.8K | 0.00% | +52 | New |
| Bruce G. Allen Investments, LLC | 51 | $11.6K | 0.01% | +51 | New |
| PSI Advisors, LLC | 50 | $11.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 48 | $10.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 48 | $10.9K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 45 | $10.0K | 0.01% | +45 | New |
| Glassman Wealth Services | 42 | $9.56K | 0.00% | +2+5.0% | Added |
| BKM Wealth Management, LLC | 36 | $8.19K | 0.00% | +36 | New |
| Valley National Advisers Inc | 35 | $7.00K | 0.00% | +35 | New |
| Fifth Third Bancorp | 26 | $5.92K | 0.00% | −94−78.3% | Reduced |
| CVA Family Office, LLC | 25 | $5.69K | 0.00% | +25 | New |
| Concord Wealth Partners | 24 | $5.46K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 24 | $5.46K | 0.00% | +24 | New |
| Private Wealth Management Group, LLC | 23 | $5.24K | 0.00% | +23 | New |
| GoalVest Advisory LLC | 23 | $5.24K | 0.00% | −57−71.3% | Reduced |
| Massmutual Trust Co FSB | 23 | $5.24K | 0.00% | −27−54.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 23 | $5.24K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $5.01K | 0.00% | −2−8.3% | Reduced |
| RFP Financial Group LLC | 21 | $4.78K | 0.00% | +21 | New |
| CNB Bank | 19 | $4.33K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 18 | $4.10K | 0.00% | +18 | New |
| Chilton Capital Management LLC | 17 | $3.87K | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $3.64K | 0.00% | +16 | New |
| Wolff Wiese Magana LLC | 15 | $3.42K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 15 | $3.41K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 15 | $3.41K | 0.00% | +15 | New |
| Smartleaf Asset Management LLC | 13 | $2.97K | 0.00% | +13 | New |
| Lee Financial Co | 13 | $2.96K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 13 | $2.96K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $2.96K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 12 | $2.73K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12 | $2.73K | 0.00% | +5+71.4% | Added |
| AdvisorNet Financial, Inc | 12 | $2.73K | 0.00% | +12 | New |
| Hexagon Capital Partners LLC | 9 | $2.05K | 0.00% | 00.0% | Unchanged |