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 |
|---|---|---|---|---|---|
| Brant Point Investment Management LLC | 34,472 | $9.11M | 2.03% | −4,782−12.2% | Reduced |
| Janney Montgomery Scott LLC | 34,705 | $9.17M | 0.03% | −987−2.8% | Reduced |
| CI Private Wealth, LLC | 34,953 | $9.23M | 0.02% | −34,670−49.8% | Reduced |
| First Trust Advisors LP | 34,963 | $9.24M | 0.01% | −67,884−66.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 35,769 | $9.45M | 0.03% | +3,534+11.0% | Added |
| Public Employees Retirement System of Ohio | 36,506 | $9.64M | 0.04% | −2,002−5.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 36,940 | $9.76M | 0.12% | −1,413−3.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 37,727 | $9.97M | 0.47% | +37,727 | New |
| Pictet Asset Management Holding SA | 38,740 | $10.2M | 0.01% | +266+0.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39,331 | $10.4M | 0.01% | +5,101+14.9% | Added |
| Northwestern Mutual Wealth Management Co | 39,785 | $10.5M | 0.01% | −3,747−8.6% | Reduced |
| State of Wisconsin Investment Board | 41,205 | $10.9M | 0.03% | +2,145+5.5% | Added |
| Tobam | 41,602 | $11.0M | 0.99% | +20,868+100.6% | Added |
| BNP Paribas Arbitrage, SA | 41,619 | $11.0M | 0.01% | +3,543+9.3% | Added |
| Intech Investment Management LLC | 41,850 | $11.1M | 0.16% | +11,703+38.8% | Added |
| Pathstone Holdings, LLC | 42,032 | $11.1M | 0.05% | +1,462+3.6% | Added |
| Great West Life Assurance Co | 42,229 | $11.2M | 0.02% | −1,983−4.5% | Reduced |
| State of New Jersey Common Pension Fund D | 44,183 | $11.7M | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 44,569 | $11.8M | 0.76% | +2,155+5.1% | Added |
| Logan Capital Management Inc | 44,974 | $11.9M | 0.51% | −113−0.3% | Reduced |
| Icon Advisers Inc | 45,632 | $12.2M | 2.64% | 00.0% | Unchanged |
| AQR Capital Management LLC | 46,900 | $12.4M | 0.02% | −11,165−19.2% | Reduced |
| Ensign Peak Advisors, Inc | 47,998 | $12.7M | 0.02% | −1,042−2.1% | Reduced |
| Cubist Systematic Strategies, LLC | 48,454 | $12.8M | 0.15% | +44,191+1,036.6% | Added |
| Royal London Asset Management Ltd | 49,063 | $13.0M | 0.03% | −1,297−2.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 49,467 | $13.0M | 1.19% | +5,223+11.8% | Added |
| Treasurer of the State of North Carolina | 52,015 | $13.7M | 0.06% | −767−1.5% | Reduced |
| New York State Common Retirement Fund | 53,693 | $14.2M | 0.02% | −6,563−10.9% | Reduced |
| Citigroup Inc | 53,991 | $14.3M | 0.02% | −10,432−16.2% | Reduced |
| Fort Washington Investment Advisors Inc | 54,400 | $14.4M | 0.09% | −16,870−23.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 55,110 | $14.6M | 0.03% | −20,209−26.8% | Reduced |
| KBC Group NV | 55,665 | $14.7M | 0.05% | +45,796+464.0% | Added |
| Thornburg Investment Management Inc | 55,771 | $14.7M | 0.21% | −6,070−9.8% | Reduced |
| Natixis Advisors, L.P. | 55,987 | $14.8M | 0.03% | +27,144+94.1% | Added |
| Parnassus Investments | 56,840 | $15.0M | 0.03% | +25,196+79.6% | Added |
| Teacher Retirement System of Texas | 57,240 | $15.1M | 0.10% | −6,680−10.5% | Reduced |
| NewEdge Wealth, LLC | 57,091 | $15.4M | 0.35% | +1,264+2.3% | Added |
| Iridian Asset Management LLC | 60,014 | $15.9M | 3.11% | −141−0.2% | Reduced |
| Toronto Dominion Bank | 67,213 | $17.8M | 0.03% | +57,396+584.7% | Added |
| Aviva PLC | 68,873 | $18.2M | 0.06% | −5,451−7.3% | Reduced |
| Barclays PLC | 69,465 | $18.4M | 0.01% | −15,018−17.8% | Reduced |
| State Board of Administration of Florida Retirement System | 95,589 | $19.3M | 0.05% | +7,740+8.8% | Added |
| UBS Group AG | 74,675 | $19.7M | 0.01% | +22,050+41.9% | Added |
| Russell Investments Group, Ltd. | 75,248 | $19.9M | 0.03% | −42,372−36.0% | Reduced |
| Reinhart Partners, Inc. | 75,835 | $20.0M | 0.82% | +1,215+1.6% | Added |
| Ameriprise Financial Inc | 76,786 | $20.3M | 0.01% | +951+1.3% | Added |
| Danske Bank A/S | 77,675 | $20.5M | 0.06% | +77,675 | New |
| Comerica Bank | 79,043 | $20.9M | 0.09% | −3,060−3.7% | Reduced |
| Brown Brothers Harriman & Co | 80,934 | $21.4M | 0.16% | +21,978+37.3% | Added |
| Amundi | 87,926 | $22.8M | 0.01% | −47,946−35.3% | Reduced |
| LPL Financial LLC | 88,576 | $23.4M | 0.01% | +8,548+10.7% | Added |
| Heron Bay Capital Management | 89,929 | $23.8M | 5.04% | −4,333−4.6% | Reduced |
| Renaissance Technologies LLC | 94,100 | $24.9M | 0.04% | −89,600−48.8% | Reduced |
| CIBC World Markets Corp | 98,653 | $26.1M | 0.17% | +96,545+4,579.9% | Added |
| Rhumbline Advisers | 108,639 | $28.7M | 0.03% | −2,040−1.8% | Reduced |
| Brandywine Global Investment Management, LLC | 109,929 | $29.0M | 0.21% | +39,935+57.1% | Added |
| Artemis Investment Management LLP | 110,904 | $29.3M | 0.38% | +315+0.3% | Added |
| SEI Investments Co | 113,254 | $29.9M | 0.04% | +21,481+23.4% | Added |
| Credit Suisse AG | 114,521 | $30.3M | 0.03% | −15,272−11.8% | Reduced |
| Southpoint Capital Advisors LP | 115,000 | $30.4M | 0.60% | −75,000−39.5% | Reduced |
| National Pension Service | 115,400 | $30.5M | 0.04% | +1,200+1.1% | Added |
| Man Group plc | 119,339 | $31.5M | 0.08% | +27,243+29.6% | Added |
| California State Teachers Retirement System | 121,566 | $32.1M | 0.04% | +958+0.8% | Added |
| National Bank of Canada | 119,772 | $32.2M | 0.06% | +96,816+421.7% | Added |
| Bamco Inc | 122,038 | $32.2M | 0.09% | +8,184+7.2% | Added |
| Pinebridge Investments, L.P. | 122,284 | $32.3M | 0.26% | +723+0.6% | Added |
| Castle Hook Partners LP | 131,637 | $34.8M | 1.26% | +131,637 | New |
| California Public Employees Retirement System | 140,118 | $37.0M | 0.03% | −4,719−3.3% | Reduced |
| Stifel Financial Corp | 141,740 | $37.4M | 0.04% | +43,773+44.7% | Added |
| Family Wealth Partners, LLC | 146,940 | $38.8M | 22.00% | +76,426+108.4% | Added |
| Waratah Capital Advisors Ltd. | 160,391 | $42.4M | 2.17% | +10,114+6.7% | Added |
| Truist Financial Corp | 164,202 | $43.4M | 0.07% | +34,163+26.3% | Added |
| Panagora Asset Management Inc | 171,526 | $45.3M | 0.24% | +610.0% | Added |
| Royal Bank of Canada | 172,093 | $45.5M | 0.01% | −84,369−32.9% | Reduced |
| Bank of Montreal | 170,165 | $45.7M | 0.02% | +87,874+106.8% | Added |
| Victory Capital Management Inc | 176,024 | $46.5M | 0.05% | −44,808−20.3% | Reduced |
| Wellington Management Group LLP | 178,747 | $47.2M | 0.01% | −30,331−14.5% | Reduced |
| Commerce Bank | 183,513 | $48.5M | 0.32% | −172−0.1% | Reduced |
| Trillium Asset Management, LLC | 184,672 | $48.8M | 1.24% | −4,874−2.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 187,783 | $49.6M | 0.03% | −18,737−9.1% | Reduced |
| Jackson Square Partners, LLC | 193,966 | $51.2M | 2.13% | +34,378+21.5% | Added |
| HM Payson & Co | 195,128 | $51.6M | 0.96% | +99,987+105.1% | Added |
| Macquarie Group Ltd | 218,115 | $57.6M | 0.07% | +194,349+817.8% | Added |
| Deutsche Bank AG | 219,468 | $58.0M | 0.03% | −54,284−19.8% | Reduced |
| Gilder Gagnon Howe & Co LLC | 234,326 | $61.9M | 0.77% | −198−0.1% | Reduced |
| Primecap Management Co | 234,400 | $61.9M | 0.05% | +84,400+56.3% | Added |
| Employees Retirement System of Texas | 246,000 | $65.0M | 0.71% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 256,531 | $67.8M | 0.12% | +70,655+38.0% | Added |
| Standard Life Aberdeen plc | 275,441 | $72.8M | 0.14% | −1,384−0.5% | Reduced |
| Nuveen Asset Management, LLC | 283,813 | $75.0M | 0.02% | −415,722−59.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 287,071 | $75.8M | 0.12% | −34,199−10.6% | Reduced |
| HSBC Holdings PLC | 294,326 | $77.8M | 0.06% | −17,880−5.7% | Reduced |
| Coronation Fund Managers Ltd. | 298,178 | $78.8M | 2.14% | +183,290+159.5% | Added |
| Charles Schwab Investment Management Inc | 300,525 | $79.4M | 0.02% | +7,054+2.4% | Added |
| Franklin Resources Inc | 304,047 | $80.3M | 0.03% | +34,921+13.0% | Added |
| North Peak Capital Management, LLC | 307,879 | $81.3M | 9.04% | +82,222+36.4% | Added |
| American Century Companies Inc | 312,625 | $82.6M | 0.05% | +1,935+0.6% | Added |
| Goldman Sachs Group Inc | 315,960 | $83.5M | 0.02% | −1,134−0.4% | Reduced |
| Citadel Advisors LLC | 319,952 | $84.5M | 0.08% | +38,199+13.6% | Added |
| Envestnet Asset Management Inc | 327,352 | $86.5M | 0.03% | +20,597+6.7% | Added |