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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −524−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Provence Wealth Management Group | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |