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 |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 300 | $79.3K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 331 | $87.4K | 0.00% | +9+2.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 334 | $88.0K | 0.00% | −18−5.1% | Reduced |
| Penserra Capital Management LLC | 352 | $92.0K | 0.00% | +12+3.5% | Added |
| ICA Group Wealth Management, LLC | 359 | $94.8K | 0.02% | −30−7.7% | Reduced |
| Central Trust Co | 367 | $97.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 368 | $97.2K | 0.00% | −43−10.5% | Reduced |
| Arlington Trust Co LLC | 386 | $102.0K | 0.03% | −4−1.0% | Reduced |
| Gables Capital Management Inc. | 400 | $105.7K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 407 | $108.8K | 0.01% | +20+5.2% | Added |
| Asset Dedication, LLC | 452 | $119.0K | 0.01% | +1+0.2% | Added |
| Colonial Trust Co | 455 | $120.2K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 471 | $124.4K | 0.07% | 00.0% | Unchanged |
| Private Trust Co NA | 475 | $125.5K | 0.01% | −1−0.2% | Reduced |
| Harvest Fund Management Co., Ltd | 499 | $132.0K | 0.01% | +499 | New |
| Quadrant Capital Group LLC | 505 | $133.4K | 0.01% | −8−1.6% | Reduced |
| Tyler-Stone Wealth Management | 518 | $136.9K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 536 | $141.6K | 0.00% | +94+21.3% | Added |
| Transamerica Financial Advisors, Inc. | 555 | $147.0K | 0.01% | −2,205−79.9% | Reduced |
| Assetmark, Inc | 572 | $151.1K | 0.00% | +80+16.3% | Added |
| Ci Investments Inc. | 582 | $154.0K | 0.00% | +83+16.6% | Added |
| TD Waterhouse Canada Inc. | 536 | $154.0K | 0.00% | +261+94.9% | Added |
| New York State Teachers Retirement System | 588 | $155.0K | 0.00% | −6,217−91.4% | Reduced |
| Northwest & Ethical Investments L.P. | 600 | $158.5K | 0.00% | +600 | New |
| United Community Bank | 630 | $166.4K | 0.06% | −15−2.3% | Reduced |
| Rakuten Investment Management, Inc. | 654 | $172.8K | 0.00% | +600+1,111.1% | Added |
| Quantbot Technologies LP | 751 | $198.4K | 0.01% | +751 | New |
| Mather Group, LLC. | 880 | $200.3K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 760 | $200.8K | 0.01% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 762 | $201.3K | 0.00% | −25,419−97.1% | Reduced |
| Capstone Investment Advisors, LLC | 766 | $202.4K | 0.00% | −343−30.9% | Reduced |
| MBB Public Markets I LLC | 767 | $202.6K | 0.01% | +767 | New |
| J. W. Coons Advisors, LLC | 770 | $203.4K | 0.05% | +770 | New |
| GeoWealth Management, LLC | 774 | $204.5K | 0.01% | +774 | New |
| Sequoia Financial Advisors, LLC | 786 | $207.8K | 0.00% | +786 | New |
| Eagle Bay Advisors LLC | 790 | $208.7K | 0.13% | −228−22.4% | Reduced |
| ZWJ Investment Counsel Inc | 796 | $210.3K | 0.01% | +796 | New |
| RMB Capital Management, LLC | 798 | $210.9K | 0.00% | +798 | New |
| Cigna Investments Inc | 799 | $211.0K | 0.04% | +799 | New |
| Berger Financial Group, Inc | 810 | $214.0K | 0.02% | −87−9.7% | Reduced |
| Dynasty Wealth Management, LLC | 822 | $217.1K | 0.01% | +822 | New |
| Transcend Wealth Collective, LLC | 823 | $217.4K | 0.02% | +823 | New |
| SYSTM Wealth Solutions LLC | 824 | $217.8K | 0.03% | +324+64.8% | Added |
| Stephens Inc | 846 | $223.5K | 0.00% | +846 | New |
| TSFG, LLC | 862 | $228.0K | 0.06% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 863 | $228.0K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 869 | $229.6K | 0.02% | −14−1.6% | Reduced |
| Perigon Wealth Management, LLC | 870 | $229.9K | 0.01% | +870 | New |
| Guggenheim Capital LLC | 875 | $231.2K | 0.00% | +875 | New |
| Quent Capital, LLC | 875 | $231.2K | 0.03% | +3+0.3% | Added |
| Hill Investment Group Partners, LLC | 926 | $244.7K | 0.03% | +1+0.1% | Added |
| Drive Wealth Management, LLC | 929 | $245.5K | 0.07% | +929 | New |
| Lazard Asset Management LLC | 940 | $247.0K | 0.00% | +886+1,640.7% | Added |
| Intrust Bank NA | 949 | $250.7K | 0.03% | −25−2.6% | Reduced |
| Kestra Private Wealth Services, LLC | 954 | $252.0K | 0.01% | −93−8.9% | Reduced |
| Metis Global Partners, LLC | 962 | $254.2K | 0.01% | −1,100−53.3% | Reduced |
| Cornerstone Investment Partners, LLC | 963 | $254.4K | 0.01% | −49−4.8% | Reduced |
| Elgethun Capital Management | 958 | $254.7K | 0.06% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 980 | $258.9K | 0.03% | +899+1,109.9% | Added |
| Koshinski Asset Management, Inc. | 981 | $259.2K | 0.03% | +981 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 985 | $260.2K | 0.07% | +985 | New |
| Diametric Capital, LP | 989 | $261.3K | 0.15% | +989 | New |
| Schwab Charitable Fund | 1,000 | $264.2K | 0.01% | +1,000 | New |
| Forum Financial Management, LP | 1,009 | $266.6K | 0.00% | +5+0.5% | Added |
| Oxford Asset Management LLP | 1,012 | $267.4K | 0.29% | +1,012 | New |
| Pzena Investment Management LLC | 1,019 | $269.2K | 0.00% | −168−14.2% | Reduced |
| Apollon Wealth Management, LLC | 1,019 | $269.2K | 0.01% | +57+5.9% | Added |
| Harbor Capital Advisors, Inc. | 1,034 | $273.0K | 0.04% | +1,034 | New |
| Schechter Investment Advisors, LLC | 1,038 | $274.2K | 0.02% | +1,038 | New |
| Quantitative Investment Management, LLC | 1,059 | $279.0K | 0.02% | −10,012−90.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,138 | $285.2K | 0.00% | +678+147.4% | Added |
| PEAK6 Investments LLC | 1,084 | $286.4K | 0.01% | −872−44.6% | Reduced |
| SG Americas Securities, LLC | 1,087 | $287.0K | 0.00% | −825−43.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,090 | $288.0K | 0.01% | +210+23.9% | Added |
| CWM, LLC | 1,097 | $290.0K | 0.00% | +112+11.4% | Added |
| UniSuper Management Pty Ltd | 1,100 | $290.6K | 0.00% | +500+83.3% | Added |
| Dorsey & Whitney Trust CO LLC | 1,114 | $294.3K | 0.02% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 1,136 | $298.3K | 0.25% | +1,136 | New |
| OneAscent Financial Services LLC | 1,134 | $300.0K | 0.03% | +88+8.4% | Added |
| Cetera Trust Company, N.A | 1,160 | $306.5K | 0.18% | −50−4.1% | Reduced |
| Thrive Wealth Management, LLC | 1,160 | $306.5K | 0.06% | +191+19.7% | Added |
| Cynosure Management, LLC | 1,164 | $307.5K | 0.06% | +1,164 | New |
| Moran Wealth Management, LLC | 1,168 | $308.6K | 0.01% | +1,168 | New |
| Axq Capital, LP | 1,217 | $321.5K | 0.08% | −2,358−66.0% | Reduced |
| Walleye Trading LLC | 1,244 | $328.7K | 0.01% | −2,946−70.3% | Reduced |
| American International Group, Inc. | 1,257 | $332.1K | 0.00% | −18−1.4% | Reduced |
| Investment Management Corp of Ontario | 1,261 | $333.2K | 0.01% | −9,561−88.3% | Reduced |
| Ontario Teachers Pension Plan Board | 1,265 | $334.2K | 0.00% | −1,417−52.8% | Reduced |
| First County Bank | 1,310 | $346.1K | 0.17% | −69−5.0% | Reduced |
| Alps Advisors Inc | 1,315 | $347.4K | 0.00% | −15−1.1% | Reduced |
| Symmetry Partners, LLC | 1,324 | $350.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,323 | $350.0K | 0.03% | +1,323 | New |
| SFG Wealth Management, LLC. | 1,338 | $353.6K | 0.21% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,358 | $358.8K | 0.01% | +323+31.2% | Added |
| Legacy Financial Group LLC | 1,366 | $360.9K | 0.07% | +1,366 | New |
| Tower Research Capital LLC (TRC) | 1,373 | $362.7K | 0.01% | +401+41.3% | Added |
| ASB Consultores, LLC | 1,378 | $364.1K | 0.09% | +1,378 | New |
| Future Fund LLC | 1,392 | $367.8K | 2.98% | +138+11.0% | Added |
| Davenport & Co LLC | 1,398 | $369.4K | 0.00% | +225+19.2% | Added |
| Signaturefd, LLC | 1,400 | $369.8K | 0.01% | +23+1.7% | Added |