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, Q1 2024
Institutional positions in LPL Financial Holdings Inc. as of Mar 31, 2024. 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
- 650
- +33 vs. Q4 2023
- Shares held
- 72.7M
- +1.63M (+2.3%) vs. Q4 2023
- Total value
- $19.2B
- +$3.02B (+18.7%) vs. Q4 2023
- New holders
- 100
- 237 more added
- Sold out
- 67
- 210 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,046,946 | $1.86B | 0.04% | −94,103−1.3% | Reduced |
| BlackRock Inc. | 6,077,311 | $1.61B | 0.04% | +115,852+1.9% | Added |
| FMR LLC | 3,165,283 | $836.3M | 0.06% | +366,093+13.1% | Added |
| Janus Henderson Group PLC | 2,575,715 | $680.5M | 0.37% | −267,917−9.4% | Reduced |
| Price T Rowe Associates Inc | 2,374,801 | $627.4M | 0.08% | −81,250−3.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,356,551 | $622.6M | 1.44% | +162,730+7.4% | Added |
| Boston Partners | 1,765,230 | $466.4M | 0.56% | +738,509+71.9% | Added |
| State Street Corp | 1,709,997 | $451.8M | 0.02% | −57,740−3.3% | Reduced |
| WCM Investment Management, LLC | 1,697,064 | $448.4M | 1.07% | +970+0.1% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,685,070 | $445.2M | 3.51% | −155,044−8.4% | Reduced |
| Capital Research Global Investors | 1,597,136 | $422.0M | 0.10% | −611,052−27.7% | Reduced |
| Geode Capital Management, LLC | 1,368,673 | $361.1M | 0.03% | +17,007+1.3% | Added |
| Clarkston Capital Partners, LLC | 1,333,373 | $352.3M | 6.21% | −20,505−1.5% | Reduced |
| Morgan Stanley | 1,275,896 | $337.1M | 0.03% | +750,603+142.9% | Added |
| Samlyn Capital, LLC | 1,106,080 | $292.2M | 5.08% | −88,641−7.4% | Reduced |
| TD Asset Management Inc | 1,103,655 | $291.6M | 0.27% | +275,286+33.2% | Added |
| Bank of New York Mellon Corp | 970,749 | $256.5M | 0.05% | +23,890+2.5% | Added |
| JPMorgan Chase & Co | 966,499 | $255.3M | 0.02% | +56,238+6.2% | Added |
| D. E. Shaw & Co., Inc. | 946,039 | $249.9M | 0.32% | −52,800−5.3% | Reduced |
| Epoch Investment Partners, Inc. | 927,369 | $245.0M | 1.09% | +153,072+19.8% | Added |
| Norges Bank | 919,122 | $242.8M | 0.04% | +38,280+4.3% | Added |
| Massachusetts Financial Services Co | 794,610 | $209.9M | 0.06% | +211,222+36.2% | Added |
| Canada Pension Plan Investment Board | 783,777 | $207.1M | 0.22% | +88,241+12.7% | Added |
| Eminence Capital, LP | 735,866 | $194.4M | 3.57% | −63,891−8.0% | Reduced |
| Dimensional Fund Advisors LP | 722,187 | $190.8M | 0.05% | +3,941+0.5% | Added |
| Darlington Partners Capital Management, LP | 715,014 | $188.9M | 10.84% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 694,822 | $185.1M | 0.94% | −24,469−3.4% | Reduced |
| Millennium Management LLC | 637,797 | $168.5M | 0.14% | −561,648−46.8% | Reduced |
| Voya Investment Management LLC | 636,536 | $167.9M | 0.16% | −112,245−15.0% | Reduced |
| Manufacturers Life Insurance Company, The | 590,420 | $156.0M | 0.14% | +490,717+492.2% | Added |
| Bank of America Corp | 572,130 | $151.2M | 0.01% | +26,052+4.8% | Added |
| UBS Asset Management Americas Inc | 543,035 | $143.5M | 0.05% | +6,283+1.2% | Added |
| SurgoCap Partners LP | 521,931 | $137.9M | 7.40% | −54,688−9.5% | Reduced |
| Fairview Capital Investment Management, LLC | 498,919 | $131.8M | 7.43% | −3,362−0.7% | Reduced |
| Wells Fargo & Company | 486,155 | $128.4M | 0.03% | +9,396+2.0% | Added |
| First Pacific Advisors, LP | 459,822 | $121.5M | 1.70% | −439−0.1% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 454,291 | $120.0M | 1.18% | +27,905+6.5% | Added |
| ArrowMark Colorado Holdings LLC | 452,938 | $119.7M | 1.36% | −22,751−4.8% | Reduced |
| Northern Trust Corp | 446,876 | $118.1M | 0.02% | −19,082−4.1% | Reduced |
| Junto Capital Management LP | 437,674 | $115.6M | 2.56% | −76,641−14.9% | Reduced |
| Agf Management Ltd | 426,511 | $112.7M | 0.62% | +52,156+13.9% | Added |
| Azora Capital LP | 416,556 | $110.1M | 7.97% | +89,760+27.5% | Added |
| Invesco Ltd. | 415,932 | $109.9M | 0.02% | +99,960+31.6% | Added |
| Alliancebernstein L.P. | 386,530 | $102.1M | 0.04% | −17,961−4.4% | Reduced |
| Westfield Capital Management Co LP | 385,227 | $101.8M | 0.53% | −43,642−10.2% | Reduced |
| Raymond James & Associates | 373,968 | $98.8M | 0.07% | +8,177+2.2% | Added |
| HMI Capital Management, L.P. | 371,343 | $98.1M | 3.61% | +371,343 | New |
| Legal & General Group Plc | 354,574 | $93.7M | 0.03% | −5,620−1.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 340,522 | $90.0M | 0.40% | −139,254−29.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 330,432 | $87.3M | 1.69% | −154,668−31.9% | Reduced |
| Envestnet Asset Management Inc | 327,352 | $86.5M | 0.03% | +20,597+6.7% | Added |
| Citadel Advisors LLC | 319,952 | $84.5M | 0.08% | +38,199+13.6% | Added |
| Goldman Sachs Group Inc | 315,960 | $83.5M | 0.02% | −1,134−0.4% | Reduced |
| American Century Companies Inc | 312,625 | $82.6M | 0.05% | +1,935+0.6% | Added |
| North Peak Capital Management, LLC | 307,879 | $81.3M | 9.04% | +82,222+36.4% | Added |
| Franklin Resources Inc | 304,047 | $80.3M | 0.03% | +34,921+13.0% | Added |
| Charles Schwab Investment Management Inc | 300,525 | $79.4M | 0.02% | +7,054+2.4% | Added |
| Coronation Fund Managers Ltd. | 298,178 | $78.8M | 2.14% | +183,290+159.5% | Added |
| HSBC Holdings PLC | 294,326 | $77.8M | 0.06% | −17,880−5.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 287,071 | $75.8M | 0.12% | −34,199−10.6% | Reduced |
| Nuveen Asset Management, LLC | 283,813 | $75.0M | 0.02% | −415,722−59.4% | Reduced |
| Standard Life Aberdeen plc | 275,441 | $72.8M | 0.14% | −1,384−0.5% | Reduced |
| Qube Research & Technologies Ltd | 256,531 | $67.8M | 0.12% | +70,655+38.0% | Added |
| Employees Retirement System of Texas | 246,000 | $65.0M | 0.71% | 00.0% | Unchanged |
| Primecap Management Co | 234,400 | $61.9M | 0.05% | +84,400+56.3% | Added |
| Gilder Gagnon Howe & Co LLC | 234,326 | $61.9M | 0.77% | −198−0.1% | Reduced |
| Deutsche Bank AG | 219,468 | $58.0M | 0.03% | −54,284−19.8% | Reduced |
| Macquarie Group Ltd | 218,115 | $57.6M | 0.07% | +194,349+817.8% | Added |
| HM Payson & Co | 195,128 | $51.6M | 0.96% | +99,987+105.1% | Added |
| Jackson Square Partners, LLC | 193,966 | $51.2M | 2.13% | +34,378+21.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 187,783 | $49.6M | 0.03% | −18,737−9.1% | Reduced |
| Trillium Asset Management, LLC | 184,672 | $48.8M | 1.24% | −4,874−2.6% | Reduced |
| Commerce Bank | 183,513 | $48.5M | 0.32% | −172−0.1% | Reduced |
| Wellington Management Group LLP | 178,747 | $47.2M | 0.01% | −30,331−14.5% | Reduced |
| Victory Capital Management Inc | 176,024 | $46.5M | 0.05% | −44,808−20.3% | Reduced |
| Bank of Montreal | 170,165 | $45.7M | 0.02% | +87,874+106.8% | Added |
| Royal Bank of Canada | 172,093 | $45.5M | 0.01% | −84,369−32.9% | Reduced |
| Panagora Asset Management Inc | 171,526 | $45.3M | 0.24% | +610.0% | Added |
| Truist Financial Corp | 164,202 | $43.4M | 0.07% | +34,163+26.3% | Added |
| Waratah Capital Advisors Ltd. | 160,391 | $42.4M | 2.17% | +10,114+6.7% | Added |
| Family Wealth Partners, LLC | 146,940 | $38.8M | 22.00% | +76,426+108.4% | Added |
| Stifel Financial Corp | 141,740 | $37.4M | 0.04% | +43,773+44.7% | Added |
| California Public Employees Retirement System | 140,118 | $37.0M | 0.03% | −4,719−3.3% | Reduced |
| Castle Hook Partners LP | 131,637 | $34.8M | 1.26% | +131,637 | New |
| Pinebridge Investments, L.P. | 122,284 | $32.3M | 0.26% | +723+0.6% | Added |
| Bamco Inc | 122,038 | $32.2M | 0.09% | +8,184+7.2% | Added |
| National Bank of Canada | 119,772 | $32.2M | 0.06% | +96,816+421.7% | Added |
| California State Teachers Retirement System | 121,566 | $32.1M | 0.04% | +958+0.8% | Added |
| Man Group plc | 119,339 | $31.5M | 0.08% | +27,243+29.6% | Added |
| National Pension Service | 115,400 | $30.5M | 0.04% | +1,200+1.1% | Added |
| Southpoint Capital Advisors LP | 115,000 | $30.4M | 0.60% | −75,000−39.5% | Reduced |
| Credit Suisse AG | 114,521 | $30.3M | 0.03% | −15,272−11.8% | Reduced |
| SEI Investments Co | 113,254 | $29.9M | 0.04% | +21,481+23.4% | Added |
| Artemis Investment Management LLP | 110,904 | $29.3M | 0.38% | +315+0.3% | Added |
| Brandywine Global Investment Management, LLC | 109,929 | $29.0M | 0.21% | +39,935+57.1% | Added |
| Rhumbline Advisers | 108,639 | $28.7M | 0.03% | −2,040−1.8% | Reduced |
| CIBC World Markets Corp | 98,653 | $26.1M | 0.17% | +96,545+4,579.9% | Added |
| Renaissance Technologies LLC | 94,100 | $24.9M | 0.04% | −89,600−48.8% | Reduced |
| Heron Bay Capital Management | 89,929 | $23.8M | 5.04% | −4,333−4.6% | Reduced |
| LPL Financial LLC | 88,576 | $23.4M | 0.01% | +8,548+10.7% | Added |