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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 8,745 | $2.31M | 0.01% | −15,389−63.8% | Reduced |
| CenterBook Partners LP | 8,760 | $2.31M | 0.16% | +4,500+105.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 8,809 | $2.33M | 0.19% | +669+8.2% | Added |
| Nissay Asset Management Corp | 8,826 | $2.33M | 0.02% | +155+1.8% | Added |
| Laurion Capital Management LP | 8,887 | $2.35M | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,024 | $2.38M | 0.01% | −27,640−75.4% | Reduced |
| British Columbia Investment Management Corp | 9,029 | $2.39M | 0.02% | +314+3.6% | Added |
| Monument Capital Management | 9,154 | $2.42M | 0.70% | +589+6.9% | Added |
| Caldwell Trust Co | 9,155 | $2.42M | 0.28% | −253−2.7% | Reduced |
| Beacon Investment Advisors LLC | 9,231 | $2.44M | 1.39% | +112+1.2% | Added |
| CIBC Private Wealth Group, LLC | 9,560 | $2.55M | 0.00% | −164−1.7% | Reduced |
| Point72 (DIFC) Ltd | 9,756 | $2.58M | 0.20% | +9,756 | New |
| Strategic Global Advisors, LLC | 9,931 | $2.62M | 0.57% | −269−2.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 9,971 | $2.63M | 0.00% | +752+8.2% | Added |
| Retirement Capital Strategies | 10,111 | $2.67M | 1.09% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 10,206 | $2.70M | 0.02% | +100+1.0% | Added |
| Kennedy Capital Management, Inc. | 10,279 | $2.72M | 0.06% | +4,293+71.7% | Added |
| Mackenzie Financial Corp | 10,418 | $2.75M | 0.00% | +40.0% | Added |
| CIBC Asset Management Inc | 10,451 | $2.76M | 0.01% | −59−0.6% | Reduced |
| Symphony Financial, Ltd. Co. | 10,752 | $2.84M | 0.66% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 10,969 | $2.90M | 0.01% | −701−6.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,053 | $2.92M | 0.31% | +11,053 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,195 | $2.95M | 0.01% | +1,519+14.2% | Added |
| Whittier Trust Co of Nevada Inc | 11,199 | $2.96M | 0.08% | +11,112+12,772.4% | Added |
| DnB Asset Management AS | 11,275 | $2.98M | 0.02% | −17,996−61.5% | Reduced |
| Bridgeway Capital Management, LLC | 11,320 | $2.99M | 0.06% | −20−0.2% | Reduced |
| Annex Advisory Services, LLC | 11,618 | $3.07M | 0.11% | −593−4.9% | Reduced |
| Quantinno Capital Management LP | 11,665 | $3.08M | 0.07% | +1,188+11.3% | Added |
| HighTower Advisors, LLC | 11,755 | $3.11M | 0.01% | +5,134+77.5% | Added |
| Hennessy Advisors Inc | 11,800 | $3.12M | 0.13% | +11,800 | New |
| Susquehanna International Group, LLP | 11,997 | $3.17M | 0.00% | −18,558−60.7% | Reduced |
| Tredje AP-fonden | 12,075 | $3.19M | 0.03% | +275+2.3% | Added |
| Atria Investments LLC | 12,185 | $3.22M | 0.04% | −416−3.3% | Reduced |
| BlueMar Capital Management, LLC | 12,231 | $3.23M | 5.43% | −183−1.5% | Reduced |
| CIBC World Markets Inc. | 12,404 | $3.28M | 0.01% | +101+0.8% | Added |
| Silvant Capital Management LLC | 12,746 | $3.37M | 0.16% | +2,522+24.7% | Added |
| Point72 Hong Kong Ltd | 12,888 | $3.41M | 0.17% | +8,184+174.0% | Added |
| Hiddenite Capital Partners LP | 12,900 | $3.41M | 3.91% | +12,900 | New |
| Utah Retirement Systems | 13,117 | $3.47M | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 13,309 | $3.52M | 0.01% | +8,357+168.8% | Added |
| Xponance, Inc. | 13,436 | $3.55M | 0.04% | +3,320+32.8% | Added |
| Cetera Investment Advisers | 13,634 | $3.60M | 0.01% | +9,854+260.7% | Added |
| Shepherd Financial Partners LLC | 13,755 | $3.63M | 0.48% | −6,442−31.9% | Reduced |
| Swedbank AB | 13,809 | $3.65M | 0.01% | −349−2.5% | Reduced |
| TD Private Client Wealth LLC | 14,177 | $3.75M | 0.12% | +994+7.5% | Added |
| Engineers Gate Manager LP | 14,487 | $3.83M | 0.10% | +2,900+25.0% | Added |
| James Investment Research Inc | 14,697 | $3.88M | 0.46% | +47+0.3% | Added |
| Principal Financial Group Inc | 14,862 | $3.93M | 0.00% | −258−1.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 15,084 | $3.99M | 0.29% | +5,666+60.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 15,092 | $3.99M | 0.02% | −385−2.5% | Reduced |
| Eagle Rock Investment Company, LLC | 15,113 | $3.99M | 0.74% | −197−1.3% | Reduced |
| Captrust Financial Advisors | 15,348 | $4.05M | 0.01% | −2,392−13.5% | Reduced |
| Northwest Financial Advisors | 15,397 | $4.07M | 4.47% | +17+0.1% | Added |
| Mariner, LLC | 15,427 | $4.08M | 0.01% | +704+4.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,452 | $4.08M | 0.02% | −167−1.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,518 | $4.10M | 0.05% | −573−3.6% | Reduced |
| IFM Investors Pty Ltd | 15,573 | $4.11M | 0.04% | −271−1.7% | Reduced |
| Cornerstone Wealth Management, LLC | 15,691 | $4.15M | 0.34% | +29+0.2% | Added |
| Handelsbanken Fonder AB | 16,281 | $4.30M | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 16,465 | $4.35M | 0.10% | −1,959−10.6% | Reduced |
| Illinois Municipal Retirement Fund | 17,742 | $4.69M | 0.07% | 00.0% | Unchanged |
| MML Investors Services, LLC | 18,053 | $4.77M | 0.02% | −503−2.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 18,526 | $4.89M | 0.21% | +1,314+7.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 18,815 | $4.97M | 0.12% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 19,500 | $5.15M | 0.06% | +100+0.5% | Added |
| Snowden Capital Advisors LLC | 19,986 | $5.28M | 0.16% | +3,599+22.0% | Added |
| Segment Wealth Management, LLC | 20,381 | $5.38M | 0.41% | +5,838+40.1% | Added |
| Whittier Trust Co | 20,662 | $5.46M | 0.08% | +20,662 | New |
| Winthrop Advisory Group LLC | 20,783 | $5.49M | 0.79% | −150−0.7% | Reduced |
| Arizona State Retirement System | 20,799 | $5.50M | 0.04% | −20.0% | Reduced |
| Chilton Investment Co LLC | 21,178 | $5.60M | 0.15% | +21,178 | New |
| US Bancorp | 21,185 | $5.60M | 0.01% | +103+0.5% | Added |
| LMR Partners LLP | 21,772 | $5.75M | 0.15% | −22,000−50.3% | Reduced |
| Bullseye Asset Management LLC | 22,527 | $5.95M | 2.80% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 22,867 | $6.04M | 0.08% | +4,677+25.7% | Added |
| Compagnie Lombard Odier SCmA | 23,210 | $6.13M | 0.11% | +10,779+86.7% | Added |
| Van Eck Associates Corp | 23,589 | $6.23M | 0.01% | +2,969+14.4% | Added |
| Picton Mahoney Asset Management | 23,628 | $6.24M | 0.26% | +23,628 | New |
| Winmill & Co. Inc | 24,660 | $6.52M | 1.85% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 25,083 | $6.63M | 0.05% | −932−3.6% | Reduced |
| Blair William & Co | 25,287 | $6.68M | 0.02% | +1,832+7.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,421 | $6.72M | 0.02% | −2,591−9.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 25,987 | $6.87M | 0.04% | +25,987 | New |
| Mediolanum International Funds Ltd | 26,485 | $6.95M | 0.11% | +26,485 | New |
| Formuepleje A/S | 26,390 | $6.97M | 0.39% | −2,867−9.8% | Reduced |
| Andra AP-fonden | 26,500 | $7.00M | 0.12% | −3,200−10.8% | Reduced |
| Forsta Ap-Fonden | 28,200 | $7.45M | 0.06% | −12,500−30.7% | Reduced |
| Jane Street Group, LLC | 28,364 | $7.49M | 0.01% | +7,837+38.2% | Added |
| KWB Wealth | 28,459 | $7.52M | 1.01% | +50.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 28,586 | $7.55M | 0.41% | +4,881+20.6% | Added |
| Storebrand Asset Management AS | 29,039 | $7.67M | 0.03% | −9,039−23.7% | Reduced |
| Nomura Asset Management Co Ltd | 29,145 | $7.70M | 0.03% | −1,415−4.6% | Reduced |
| Mawer Investment Management Ltd. | 29,626 | $7.83M | 0.04% | +14,799+99.8% | Added |
| 12 West Capital Management LP | 30,300 | $8.01M | 0.73% | +30,300 | New |
| Korea Investment CORP | 30,330 | $8.01M | 0.02% | −25,968−46.1% | Reduced |
| Walleye Capital LLC | 30,347 | $8.02M | 0.09% | +15,660+106.6% | Added |
| Mn Services Vermogensbeheer B.V. | 30,600 | $8.09M | 0.06% | −6,700−18.0% | Reduced |
| Transform Wealth, LLC | 31,804 | $8.40M | 0.80% | +31,804 | New |
| Asset Management One Co.,Ltd. | 32,238 | $8.52M | 0.03% | −2,625−7.5% | Reduced |
| Channing Capital Management, LLC | 34,046 | $8.99M | 0.24% | +34,046 | New |