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 |
|---|---|---|---|---|---|
| Great Diamond Partners, LLC | 1,411 | $372.8K | 0.09% | +5+0.4% | Added |
| Wealth Alliance | 1,417 | $374.4K | 0.05% | −17−1.2% | Reduced |
| iA Global Asset Management Inc. | 1,434 | $379.0K | 0.01% | −323−18.4% | Reduced |
| Fiduciary Trust Co | 1,438 | $379.9K | 0.01% | +1,438 | New |
| MJP Associates Inc | 1,445 | $381.7K | 0.08% | +309+27.2% | Added |
| Thrivent Financial for Lutherans | 1,468 | $388.0K | 0.00% | −12−0.8% | Reduced |
| Beacon Pointe Advisors, LLC | 1,500 | $396.4K | 0.00% | +347+30.1% | Added |
| Coastal Investment Advisors, Inc. | 1,517 | $400.8K | 0.08% | −87−5.4% | Reduced |
| Verition Fund Management LLC | 1,533 | $405.0K | 0.00% | −2,485−61.8% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,536 | $405.7K | 0.11% | +2+0.1% | Added |
| Lido Advisors, LLC | 1,536 | $405.8K | 0.00% | +29+1.9% | Added |
| Toroso Investments, LLC | 1,544 | $407.9K | 0.01% | +239+18.3% | Added |
| Wealthfront Advisers LLC | 1,552 | $410.0K | 0.00% | +189+13.9% | Added |
| Wetherby Asset Management Inc | 1,554 | $410.6K | 0.02% | +4+0.3% | Added |
| Hallmark Capital Management Inc | 1,562 | $412.7K | 0.03% | +223+16.7% | Added |
| Lincoln National Corp | 1,563 | $412.8K | 0.01% | +157+11.2% | Added |
| Pennsylvania Capital Management Inc | 1,572 | $415.3K | 0.17% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,585 | $418.7K | 0.00% | +663+71.9% | Added |
| Cullen/Frost Bankers, Inc. | 1,600 | $422.7K | 0.01% | −28−1.7% | Reduced |
| Bessemer Group Inc | 1,599 | $423.0K | 0.00% | −376−19.0% | Reduced |
| DGS Capital Management, LLC | 1,625 | $429.3K | 0.12% | +44+2.8% | Added |
| Sanchez Wealth Management Group | 1,647 | $435.1K | 0.15% | +2+0.1% | Added |
| Handelsinvest Investeringsforvaltning | 1,651 | $436.0K | 0.21% | −858−34.2% | Reduced |
| Balyasny Asset Management LLC | 1,666 | $440.2K | 0.00% | −2,031−54.9% | Reduced |
| Unique Wealth Strategies, LLC | 1,673 | $442.1K | 0.22% | +1,673 | New |
| Wedmont Private Capital | 1,713 | $442.3K | 0.03% | +25+1.5% | Added |
| Boothbay Fund Management, LLC | 1,692 | $447.0K | 0.01% | +1,692 | New |
| Yousif Capital Management, LLC | 1,693 | $447.3K | 0.00% | +94+5.9% | Added |
| Arrowstreet Capital, Limited Partnership | 1,698 | $449.0K | 0.00% | +1,698 | New |
| State of Michigan Retirement System | 1,700 | $449.1K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 1,700 | $449.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,673 | $450.3K | 0.04% | −160−8.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,746 | $461.3K | 0.04% | +1,746 | New |
| Ieq Capital, LLC | 1,798 | $475.1K | 0.01% | −22−1.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,800 | $475.6K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,806 | $477.1K | 0.01% | +1,806 | New |
| Shell Asset Management Co | 1,719 | $480.0K | 0.02% | −1,673−49.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,818 | $480.0K | 0.01% | −246−11.9% | Reduced |
| ProShare Advisors LLC | 1,826 | $482.4K | 0.00% | −284−13.5% | Reduced |
| Two Sigma Securities, LLC | 1,837 | $485.3K | 0.02% | +110+6.4% | Added |
| United Capital Financial Advisers, LLC | 1,862 | $491.9K | 0.00% | −216−10.4% | Reduced |
| Hunting Hill Global Capital, LLC | 1,871 | $494.3K | 0.29% | +1,871 | New |
| AdvisorShares Investments LLC | 1,900 | $502.0K | 0.08% | +1,900 | New |
| Cipher Capital LP | 1,912 | $505.1K | 0.23% | −3,404−64.0% | Reduced |
| Oak Thistle LLC | 1,917 | $506.5K | 0.45% | +1,917 | New |
| Advisors Asset Management, Inc. | 1,935 | $511.2K | 0.01% | −1,355−41.2% | Reduced |
| Heritage Wealth Management, LLC | 1,940 | $512.6K | 0.26% | −81−4.0% | Reduced |
| Belpointe Asset Management LLC | 1,969 | $520.2K | 0.04% | +1,969 | New |
| Fortis Capital Advisors, LLC | 1,969 | $520.2K | 0.22% | +1,969 | New |
| National Asset Management, Inc. | 2,211 | $525.4K | 0.01% | +1,277+136.7% | Added |
| WJ Wealth Management, LLC | 2,000 | $528.4K | 0.21% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 2,012 | $531.6K | 0.03% | +829+70.1% | Added |
| Archer Investment Corp | 2,016 | $532.5K | 0.16% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,045 | $540.3K | 0.10% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,063 | $545.0K | 0.09% | +2,063 | New |
| Lombard Odier Asset Management (Switzerland) SA | 2,087 | $551.4K | 0.04% | +2,087 | New |
| NBC Securities, Inc. | 2,172 | $573.0K | 0.05% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,169 | $573.0K | 0.03% | +65+3.1% | Added |
| Scientech Research LLC | 2,173 | $574.1K | 0.30% | +2,173 | New |
| Genus Capital Management Inc. | 2,180 | $576.0K | 0.07% | +2,180 | New |
| Concorde Asset Management, LLC | 2,200 | $581.3K | 0.40% | −451−17.0% | Reduced |
| Root Financial Partners, LLC | 2,205 | $582.6K | 0.17% | +855+63.3% | Added |
| Vontobel Holding Ltd. | 2,212 | $584.4K | 0.00% | +862+63.9% | Added |
| XML Financial, LLC | 2,214 | $585.0K | 0.06% | +10.0% | Added |
| Axxcess Wealth Management, LLC | 2,217 | $585.9K | 0.02% | +761+52.3% | Added |
| Prossimo Advisors, LLC | 2,235 | $590.0K | 1.14% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,225 | $595.0K | 0.04% | 00.0% | Unchanged |
| London Co of Virginia | 2,270 | $599.7K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 2,281 | $602.6K | 0.06% | −5,823−71.9% | Reduced |
| Hamilton Capital Partners Inc. | 2,283 | $603.2K | 0.07% | −390−14.6% | Reduced |
| XTX Topco Ltd | 2,360 | $623.5K | 0.08% | +207+9.6% | Added |
| MONECO Advisors, LLC | 2,416 | $638.2K | 0.10% | +498+26.0% | Added |
| Parallel Advisors, LLC | 2,416 | $638.3K | 0.02% | +38+1.6% | Added |
| Schonfeld Strategic Advisors LLC | 2,437 | $643.9K | 0.01% | −25,000−91.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,451 | $647.6K | 0.05% | +526+27.3% | Added |
| McMahon Financial Advisors, LLC | 2,480 | $655.2K | 0.17% | +115+4.9% | Added |
| Gladstone Institutional Advisory LLC | 2,518 | $665.2K | 0.04% | +2,518 | New |
| Principal Securities, Inc. | 2,540 | $671.1K | 0.02% | +121+5.0% | Added |
| Everpar Advisors LLC | 2,596 | $685.9K | 0.42% | −2,064−44.3% | Reduced |
| Proequities, Inc. | 2,633 | $695.6K | 0.04% | −51−1.9% | Reduced |
| APG Asset Management N.V. | 2,865 | $700.9K | 0.00% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,654 | $701.2K | 0.09% | −38−1.4% | Reduced |
| Chiron Investment Management, LLC | 2,657 | $702.0K | 0.30% | +2,657 | New |
| Cambridge Investment Research Advisors, Inc. | 2,662 | $703.0K | 0.00% | −644−19.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,677 | $707.3K | 0.03% | +107+4.2% | Added |
| Stratos Wealth Partners, LTD. | 2,776 | $733.6K | 0.01% | +77+2.9% | Added |
| Oppenheimer Asset Management Inc. | 2,787 | $736.3K | 0.01% | −935−25.1% | Reduced |
| E. Ohman J:or Asset Management AB | 2,800 | $739.8K | 0.02% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 2,859 | $755.4K | 0.10% | +2,859 | New |
| IHT Wealth Management, LLC | 3,014 | $796.3K | 0.03% | +35+1.2% | Added |
| Ritholtz Wealth Management | 3,035 | $801.8K | 0.03% | −242−7.4% | Reduced |
| Fox Run Management, L.L.C. | 3,069 | $810.8K | 0.17% | +1,317+75.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,083 | $814.5K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 3,187 | $842.0K | 0.01% | −3,641−53.3% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,212 | $848.6K | 0.07% | +3,212 | New |
| Garrett Wealth Advisory Group, LLC | 3,219 | $850.5K | 0.35% | +3,219 | New |
| Inceptionr LLC | 3,221 | $851.0K | 0.22% | +3,221 | New |
| Vident Advisory, LLC | 3,224 | $851.8K | 0.02% | −10,766−77.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 3,744 | $852.2K | 0.10% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 3,229 | $853.1K | 0.03% | −53−1.6% | Reduced |