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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 3,245 | $857.3K | 0.15% | +61+1.9% | Added |
| Argent Capital Management LLC | 3,250 | $858.6K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,298 | $871.4K | 0.00% | +771+30.5% | Added |
| Yarbrough Capital, LLC | 3,361 | $888.0K | 0.04% | 00.0% | Unchanged |
| Globeflex Capital L P | 3,368 | $889.8K | 0.09% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,374 | $891.6K | 0.01% | +109+3.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,403 | $899.1K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 3,420 | $903.6K | 0.02% | +415+13.8% | Added |
| Colony Group, LLC | 3,445 | $910.0K | 0.01% | +42+1.2% | Added |
| Pittenger & Anderson Inc | 3,467 | $916.0K | 0.04% | +35+1.0% | Added |
| Magnetar Financial LLC | 3,475 | $918.1K | 0.02% | +3,475 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,509 | $927.1K | 0.00% | +1,053+42.9% | Added |
| Nebula Research & Development LLC | 3,611 | $954.0K | 0.21% | +3,611 | New |
| Seven Eight Capital, LP | 3,631 | $959.3K | 0.10% | −6,942−65.7% | Reduced |
| Ossiam | 3,636 | $960.6K | 0.02% | +661+22.2% | Added |
| Fulton Bank, N.A. | 3,638 | $961.2K | 0.04% | +719+24.6% | Added |
| Crawford Investment Counsel Inc | 3,840 | $1.01M | 0.02% | −140−3.5% | Reduced |
| Resources Investment Advisors, LLC. | 3,876 | $1.02M | 0.02% | +45+1.2% | Added |
| Independent Advisor Alliance | 3,965 | $1.05M | 0.04% | −43−1.1% | Reduced |
| Creative Planning | 3,988 | $1.05M | 0.00% | +1,123+39.2% | Added |
| Achmea Investment Management B.V. | 4,033 | $1.07M | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 4,061 | $1.07M | 0.04% | −901−18.2% | Reduced |
| Castleark Management LLC | 4,065 | $1.07M | 0.04% | −270−6.2% | Reduced |
| Schroder Investment Management Group | 4,080 | $1.08M | 0.00% | +97+2.4% | Added |
| Crossmark Global Holdings, Inc. | 4,175 | $1.10M | 0.02% | −422−9.2% | Reduced |
| GWM Advisors LLC | 4,208 | $1.11M | 0.01% | −103−2.4% | Reduced |
| M&T Bank Corp | 4,207 | $1.11M | 0.00% | −33−0.8% | Reduced |
| HRT Financial LP | 4,237 | $1.12M | 0.01% | +4,237 | New |
| Nisa Investment Advisors, LLC | 4,239 | $1.12M | 0.01% | −9,852−69.9% | Reduced |
| Cresset Asset Management, LLC | 4,347 | $1.15M | 0.01% | +150+3.6% | Added |
| Aureus Asset Management, LLC | 4,455 | $1.18M | 0.08% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,578 | $1.21M | 0.05% | −64−1.4% | Reduced |
| MetLife Investment Management | 4,584 | $1.21M | 0.01% | +14+0.3% | Added |
| Cornercap Investment Counsel Inc | 4,598 | $1.21M | 0.19% | +15+0.3% | Added |
| SkyView Investment Advisors, LLC | 4,666 | $1.23M | 0.23% | +4,666 | New |
| Brinker Capital Investments, LLC | 4,676 | $1.24M | 0.01% | −243−4.9% | Reduced |
| Orion Portfolio Solutions, LLC | 4,676 | $1.24M | 0.01% | −243−4.9% | Reduced |
| Mercer Global Advisors Inc | 4,718 | $1.25M | 0.00% | −945−16.7% | Reduced |
| Empowered Funds, LLC | 4,789 | $1.27M | 0.02% | +3,837+403.0% | Added |
| Eqis Capital Management, Inc. | 4,829 | $1.28M | 0.10% | −802−14.2% | Reduced |
| Bank of Nova Scotia | 4,936 | $1.30M | 0.00% | −11,273−69.5% | Reduced |
| Edgestream Partners, L.P. | 4,944 | $1.31M | 0.07% | +4,944 | New |
| Navellier & Associates Inc | 4,988 | $1.32M | 0.16% | +171+3.5% | Added |
| Gateway Investment Advisers LLC | 5,079 | $1.34M | 0.02% | +84+1.7% | Added |
| Acadian Asset Management LLC | 5,153 | $1.36M | 0.00% | +4,340+533.8% | Added |
| Ethic Inc. | 5,157 | $1.36M | 0.03% | +987+23.7% | Added |
| Advisor OS, LLC | 5,169 | $1.37M | 0.16% | +439+9.3% | Added |
| Bleakley Financial Group, LLC | 5,178 | $1.37M | 0.04% | +402+8.4% | Added |
| Dana Investment Advisors, Inc. | 5,181 | $1.37M | 0.05% | −3,206−38.2% | Reduced |
| Commonwealth Equity Services, LLC | 5,473 | $1.45M | 0.00% | +1,380+33.7% | Added |
| TownSquare Capital, LLC | 5,517 | $1.46M | 0.02% | +1,370+33.0% | Added |
| Foresight Global Investors, Inc. | 5,549 | $1.47M | 0.72% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,600 | $1.48M | 0.05% | −1,890−25.2% | Reduced |
| Yorktown Management & Research Co Inc | 5,690 | $1.50M | 1.43% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 5,703 | $1.51M | 0.00% | +1,003+21.3% | Added |
| Clark Capital Management Group, Inc. | 5,707 | $1.51M | 0.01% | +2,033+55.3% | Added |
| Redwood Investment Management, LLC | 5,714 | $1.51M | 0.14% | −469−7.6% | Reduced |
| King Luther Capital Management Corp | 5,804 | $1.53M | 0.01% | +266+4.8% | Added |
| Maryland State Retirement & Pension System | 5,954 | $1.53M | 0.03% | 00.0% | Unchanged |
| Nordea Investment Management AB | 5,869 | $1.55M | 0.00% | +240+4.3% | Added |
| Van Leeuwen & Company, LLC | 5,900 | $1.56M | 0.79% | +166+2.9% | Added |
| FORA Capital, LLC | 5,902 | $1.56M | 0.13% | −1,014−14.7% | Reduced |
| Raymond James Trust N.A. | 5,931 | $1.57M | 0.04% | +169+2.9% | Added |
| QRG Capital Management, Inc. | 5,977 | $1.58M | 0.02% | +486+8.9% | Added |
| Ostrum Asset Management | 5,995 | $1.58M | 0.13% | +3,359+127.4% | Added |
| Aquila Investment Management LLC | 6,000 | $1.59M | 1.35% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 6,000 | $1.59M | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 6,076 | $1.61M | 0.02% | −49−0.8% | Reduced |
| Headlands Technologies LLC | 6,081 | $1.61M | 0.39% | +1,411+30.2% | Added |
| Quadrature Capital Ltd | 6,127 | $1.62M | 0.03% | +6,127 | New |
| Mirabella Financial Services LLP | 6,132 | $1.62M | 0.12% | +6,132 | New |
| Integrated Investment Consultants, LLC | 6,146 | $1.62M | 0.45% | +485+8.6% | Added |
| Candriam Luxembourg S.C.A. | 6,273 | $1.66M | 0.01% | +1,087+21.0% | Added |
| Kestra Advisory Services, LLC | 6,363 | $1.68M | 0.01% | +769+13.7% | Added |
| Gulf International Bank (UK) Ltd | 6,410 | $1.69M | 0.04% | +60+0.9% | Added |
| Simplicity Wealth,LLC | 6,544 | $1.73M | 0.04% | +6,544 | New |
| Robeco Institutional Asset Management B.V. | 6,641 | $1.75M | 0.00% | −182−2.7% | Reduced |
| Pitcairn Co | 6,685 | $1.77M | 0.11% | −267−3.8% | Reduced |
| Garrett Investment Advisors LLC | 6,804 | $1.80M | 0.23% | +824+13.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,902 | $1.82M | 0.07% | +6,902 | New |
| Squarepoint Ops LLC | 6,991 | $1.85M | 0.01% | −76,940−91.7% | Reduced |
| Neuberger Berman Group LLC | 7,032 | $1.86M | 0.00% | +239+3.5% | Added |
| Amalgamated Bank | 7,329 | $1.94M | 0.02% | −2,718−27.1% | Reduced |
| Prudential Financial Inc | 7,338 | $1.94M | 0.00% | −3,111−29.8% | Reduced |
| Park Avenue Securities LLC | 7,386 | $1.95M | 0.03% | −1,205−14.0% | Reduced |
| Anchor Investment Management, LLC | 7,701 | $2.03M | 0.21% | +555+7.8% | Added |
| JustInvest LLC | 7,801 | $2.06M | 0.04% | −58−0.7% | Reduced |
| Allianz Asset Management GmbH | 7,874 | $2.08M | 0.00% | −522−6.2% | Reduced |
| Sumitomo Life Insurance Co | 7,983 | $2.11M | 0.05% | −191−2.3% | Reduced |
| Public Employees Retirement Association of Colorado | 8,106 | $2.14M | 0.01% | −643−7.3% | Reduced |
| Bridgewater Associates, LP | 8,122 | $2.15M | 0.01% | −34,677−81.0% | Reduced |
| Advisory Services Network, LLC | 8,127 | $2.15M | 0.05% | −233−2.8% | Reduced |
| Oliver Luxxe Assets LLC | 8,165 | $2.16M | 0.45% | +13+0.2% | Added |
| Palestra Capital Management LLC | 8,200 | $2.17M | 0.08% | +8,200 | New |
| Kames Capital plc | 8,307 | $2.19M | 0.03% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 8,440 | $2.23M | 0.01% | +475+6.0% | Added |
| DekaBank Deutsche Girozentrale | 8,627 | $2.24M | 0.00% | +443+5.4% | Added |
| Flynn Zito Capital Management, LLC | 8,634 | $2.28M | 1.18% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 8,675 | $2.29M | 0.01% | +313+3.7% | Added |
| Otter Creek Advisors, LLC | 8,741 | $2.31M | 1.62% | +5,026+135.3% | Added |