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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.

Q1 2024 vs. Q4 2023

How the institutions holding LPL Financial Holdings Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of LPLA: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders6214650+33
Shares71.1M24.3K72.7M+1.63M (+2.3%)
Value$16.2B$5.52M$19.2B+$3.02B (+18.7%)

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (100)

Institutions that held LPL Financial Holdings Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to LPLA in Q1 2024
InstitutionSharesValue% of portfolio
HMI Capital Management, L.P.371,343$98.1M3.61%
Castle Hook Partners LP131,637$34.8M1.26%
Danske Bank A/S77,675$20.5M0.06%
Susquehanna Fundamental Investments, LLC37,727$9.97M0.47%
Channing Capital Management, LLC34,046$8.99M0.24%
Transform Wealth, LLC31,804$8.40M0.80%
12 West Capital Management LP30,300$8.01M0.73%
Mediolanum International Funds Ltd26,485$6.95M0.11%
Resona Asset Management Co.,Ltd.25,987$6.87M0.04%
Picton Mahoney Asset Management23,628$6.24M0.26%
Chilton Investment Co LLC21,178$5.60M0.15%
Whittier Trust Co20,662$5.46M0.08%
Hiddenite Capital Partners LP12,900$3.41M3.91%
Hennessy Advisors Inc11,800$3.12M0.13%
Dynamic Technology Lab Private Ltd11,053$2.92M0.31%
Point72 (DIFC) Ltd9,756$2.58M0.20%
Palestra Capital Management LLC8,200$2.17M0.08%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH6,902$1.82M0.07%
Simplicity Wealth,LLC6,544$1.73M0.04%
Mirabella Financial Services LLP6,132$1.62M0.12%
Quadrature Capital Ltd6,127$1.62M0.03%
Edgestream Partners, L.P.4,944$1.31M0.07%
SkyView Investment Advisors, LLC4,666$1.23M0.23%
HRT Financial LP4,237$1.12M0.01%
Nebula Research & Development LLC3,611$954.0K0.21%
Magnetar Financial LLC3,475$918.1K0.02%
Inceptionr LLC3,221$851.0K0.22%
Garrett Wealth Advisory Group, LLC3,219$850.5K0.35%
Financiere des Professionnels - Fonds d,investissement inc.3,212$848.6K0.07%
Grey Street Capital, LLC2,859$755.4K0.10%
Chiron Investment Management, LLC2,657$702.0K0.30%
Gladstone Institutional Advisory LLC2,518$665.2K0.04%
Genus Capital Management Inc.2,180$576.0K0.07%
Scientech Research LLC2,173$574.1K0.30%
Lombard Odier Asset Management (Switzerland) SA2,087$551.4K0.04%
Dark Forest Capital Management LP2,063$545.0K0.09%
Belpointe Asset Management LLC1,969$520.2K0.04%
Fortis Capital Advisors, LLC1,969$520.2K0.22%
Oak Thistle LLC1,917$506.5K0.45%
AdvisorShares Investments LLC1,900$502.0K0.08%
Hunting Hill Global Capital, LLC1,871$494.3K0.29%
Savant Capital, LLC1,806$477.1K0.01%
Mount Yale Investment Advisors, LLC1,746$461.3K0.04%
Arrowstreet Capital, Limited Partnership1,698$449.0K0.00%
Boothbay Fund Management, LLC1,692$447.0K0.01%
Unique Wealth Strategies, LLC1,673$442.1K0.22%
Fiduciary Trust Co1,438$379.9K0.01%
ASB Consultores, LLC1,378$364.1K0.09%
Legacy Financial Group LLC1,366$360.9K0.07%
Gsa Capital Partners LLP1,323$350.0K0.03%
Moran Wealth Management, LLC1,168$308.6K0.01%
Cynosure Management, LLC1,164$307.5K0.06%
Magnolia Capital Advisors LLC1,136$298.3K0.25%
Schechter Investment Advisors, LLC1,038$274.2K0.02%
Harbor Capital Advisors, Inc.1,034$273.0K0.04%
Oxford Asset Management LLP1,012$267.4K0.29%
Schwab Charitable Fund1,000$264.2K0.01%
Diametric Capital, LP989$261.3K0.15%
Point72 Asia (Singapore) Pte. Ltd.985$260.2K0.07%
Koshinski Asset Management, Inc.981$259.2K0.03%
Drive Wealth Management, LLC929$245.5K0.07%
Guggenheim Capital LLC875$231.2K0.00%
Perigon Wealth Management, LLC870$229.9K0.01%
Stephens Inc846$223.5K0.00%
Transcend Wealth Collective, LLC823$217.4K0.02%
Dynasty Wealth Management, LLC822$217.1K0.01%
Cigna Investments Inc799$211.0K0.04%
RMB Capital Management, LLC798$210.9K0.00%
ZWJ Investment Counsel Inc796$210.3K0.01%
Sequoia Financial Advisors, LLC786$207.8K0.00%
GeoWealth Management, LLC774$204.5K0.01%
J. W. Coons Advisors, LLC770$203.4K0.05%
MBB Public Markets I LLC767$202.6K0.01%
Quantbot Technologies LP751$198.4K0.01%
Northwest & Ethical Investments L.P.600$158.5K0.00%
Harvest Fund Management Co., Ltd499$132.0K0.01%
Central Pacific Bank - Trust Division272$72.5K0.01%
Quarry LP225$59.4K0.02%
CoreCap Advisors, LLC158$41.7K0.00%
Annis Gardner Whiting Capital Advisors, LLC138$36.5K0.01%
Riverview Trust Co113$29.9K0.02%
Colonial Trust Advisors92$24.3K0.00%
Tortoise Investment Management, LLC75$19.8K0.00%
LRI Investments, LLC45$11.9K0.00%
Fernwood Investment Management, LLC37$9.78K0.00%
J.Safra Asset Management Corp31$8.19K0.00%
Crewe Advisors LLC28$7.40K0.00%
Front Row Advisors LLC27$7.13K0.00%
Meeder Asset Management Inc26$6.87K0.00%
Sofos Investments, Inc.24$6.35K0.00%
Pinnacle Bancorp, Inc.23$6.08K0.00%
Activest Wealth Management23$6.08K0.00%
Piscataqua Savings Bank7$1.85K0.00%
ZRC Wealth Management, LLC5$1.32K0.00%
Harbor Investment Advisory, LLC4$1.06K0.00%
Richardson Financial Services Inc.4$1.06K0.00%
Winthrop Capital Management, LLC4$1.00K0.00%
Continuum Advisory, LLC3$7940.00%
Riggs Asset Managment Co. Inc.2$5290.00%
TFC Financial Management1$2650.00%

Sold out (67)

Institutions that held LPL Financial Holdings Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of LPLA in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
GCM Grosvenor Holdings, LLC118,304$26.9M
Weiss Multi-Strategy Advisers LLC75,215$17.1M
Twinbeech Capital LP62,154$14.1M
Cramer Rosenthal McGlynn LLC60,654$13.8M
Aquatic Capital Management LLC44,400$10.1M
Prana Capital Management, LP34,852$7.93M
Point72 Europe (London) LLP31,332$7.13M
Capital Fund Management S.A.29,782$6.78M
Interval Partners, LP29,524$6.72M
Buckingham Strategic Partners17,865$4.07M
EFG Asset Management (North America) Corp.15,304$3.48M
Thames Capital Management LLC12,662$2.88M
Crestline Management, LP12,037$2.74M
EFG Asset Management (Americas) Corp.10,847$2.47M
Twin Tree Management, LP10,014$2.28M
Point72 Middle East FZE9,634$2.19M
Banco BTG Pactual S.A.9,400$2.15M
CWM Advisors, LLC9,003$2.05M
HST Ventures, LLC8,839$2.01M
Cetera Advisor Networks LLC7,497$1.71M
Sterling Group Wealth Management, LLC6,734$1.53M
Connectus Wealth, LLC5,934$1.35M
Lecap Asset Management Ltd5,877$1.34M
Financial Advocates Investment Management5,393$1.23M
Natixis5,098$1.16M
Versor Investments LP4,445$1.01M
Centiva Capital, LP3,909$889.8K
MidWestOne Financial Group, Inc.3,489$794.2K
Summit Global Investments3,189$726.0K
Oregon Public Employees Retirement Fund2,918$664.2K
Tudor Investment Corp Et Al2,819$641.7K
Cumberland Partners Ltd2,750$626.0K
Point72 Asset Management, L.P.2,500$569.0K
Martingale Asset Management L P2,157$491.0K
FDx Advisors, Inc.2,122$483.0K
Greenleaf Trust1,899$432.3K
Aigen Investment Management, LP1,841$419.0K
Pearl River Capital, LLC1,726$392.9K
Atria Wealth Solutions, Inc.1,436$326.8K
Groupama Asset Managment1,357$309.0K
Swiss Life Asset Management Ltd1,293$294.8K
Bridgefront Capital, LLC1,249$284.3K
Custom Index Systems, LLC1,221$277.9K
Brown Advisory Inc1,114$253.6K
Systematic Portfolios LLC1,109$252.4K
Seeds Investor LLC1,091$248.2K
OneAscent Wealth Management LLC1,073$244.0K
HMS Capital Management, LLC1,008$229.5K
Blueshift Asset Management, LLC996$226.7K
Arkadios Wealth Advisors912$207.6K
Quest Partners LLC553$125.9K
NewSquare Capital LLC545$124.1K
Kapitalo Investimentos Ltda524$119.3K
Tennessee Valley Asset Management Partners322$73.4K
EdgeRock Capital LLC100$25.1K
LM Advisors LLC84$19.1K
Clean Yield Group63$14.3K
West Tower Group, LLC53$12.1K
Turtle Creek Wealth Advisors, LLC52$11.8K
Glassman Wealth Services42$9.56K
BKM Wealth Management, LLC36$8.19K
Laffer Tengler Investments15$3.41K
Lee Financial Co13$2.96K
Provenance Wealth Advisors, LLC9$2.05K
First Manhattan Co3$910
Cornerstone Planning Group LLC4$910
Motco1$228

Not filed for Q1 2024 yet (4)

Institutions that held LPL Financial Holdings Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LPLA in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC17,228$3.92M
Sawtooth Solutions, LLC6,118$1.39M
Provence Wealth Management Group472$107.4K
Desjardins Global Asset Management Inc.446$101.5K