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 |
|---|---|---|---|---|---|
| Amundi | 87,926 | $22.8M | 0.01% | −47,946−35.3% | Reduced |
| Brown Brothers Harriman & Co | 80,934 | $21.4M | 0.16% | +21,978+37.3% | Added |
| Comerica Bank | 79,043 | $20.9M | 0.09% | −3,060−3.7% | Reduced |
| Danske Bank A/S | 77,675 | $20.5M | 0.06% | +77,675 | New |
| Ameriprise Financial Inc | 76,786 | $20.3M | 0.01% | +951+1.3% | Added |
| Reinhart Partners, Inc. | 75,835 | $20.0M | 0.82% | +1,215+1.6% | Added |
| Russell Investments Group, Ltd. | 75,248 | $19.9M | 0.03% | −42,372−36.0% | Reduced |
| UBS Group AG | 74,675 | $19.7M | 0.01% | +22,050+41.9% | Added |
| State Board of Administration of Florida Retirement System | 95,589 | $19.3M | 0.05% | +7,740+8.8% | Added |
| Barclays PLC | 69,465 | $18.4M | 0.01% | −15,018−17.8% | Reduced |
| Aviva PLC | 68,873 | $18.2M | 0.06% | −5,451−7.3% | Reduced |
| Toronto Dominion Bank | 67,213 | $17.8M | 0.03% | +57,396+584.7% | Added |
| Iridian Asset Management LLC | 60,014 | $15.9M | 3.11% | −141−0.2% | Reduced |
| NewEdge Wealth, LLC | 57,091 | $15.4M | 0.35% | +1,264+2.3% | Added |
| Teacher Retirement System of Texas | 57,240 | $15.1M | 0.10% | −6,680−10.5% | Reduced |
| Parnassus Investments | 56,840 | $15.0M | 0.03% | +25,196+79.6% | Added |
| Natixis Advisors, L.P. | 55,987 | $14.8M | 0.03% | +27,144+94.1% | Added |
| Thornburg Investment Management Inc | 55,771 | $14.7M | 0.21% | −6,070−9.8% | Reduced |
| KBC Group NV | 55,665 | $14.7M | 0.05% | +45,796+464.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 55,110 | $14.6M | 0.03% | −20,209−26.8% | Reduced |
| Fort Washington Investment Advisors Inc | 54,400 | $14.4M | 0.09% | −16,870−23.7% | Reduced |
| Citigroup Inc | 53,991 | $14.3M | 0.02% | −10,432−16.2% | Reduced |
| New York State Common Retirement Fund | 53,693 | $14.2M | 0.02% | −6,563−10.9% | Reduced |
| Treasurer of the State of North Carolina | 52,015 | $13.7M | 0.06% | −767−1.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 49,467 | $13.0M | 1.19% | +5,223+11.8% | Added |
| Royal London Asset Management Ltd | 49,063 | $13.0M | 0.03% | −1,297−2.6% | Reduced |
| Cubist Systematic Strategies, LLC | 48,454 | $12.8M | 0.15% | +44,191+1,036.6% | Added |
| Ensign Peak Advisors, Inc | 47,998 | $12.7M | 0.02% | −1,042−2.1% | Reduced |
| AQR Capital Management LLC | 46,900 | $12.4M | 0.02% | −11,165−19.2% | Reduced |
| Icon Advisers Inc | 45,632 | $12.2M | 2.64% | 00.0% | Unchanged |
| Logan Capital Management Inc | 44,974 | $11.9M | 0.51% | −113−0.3% | Reduced |
| Venturi Wealth Management, LLC | 44,569 | $11.8M | 0.76% | +2,155+5.1% | Added |
| State of New Jersey Common Pension Fund D | 44,183 | $11.7M | 0.04% | 00.0% | Unchanged |
| Great West Life Assurance Co | 42,229 | $11.2M | 0.02% | −1,983−4.5% | Reduced |
| Pathstone Holdings, LLC | 42,032 | $11.1M | 0.05% | +1,462+3.6% | Added |
| Intech Investment Management LLC | 41,850 | $11.1M | 0.16% | +11,703+38.8% | Added |
| BNP Paribas Arbitrage, SA | 41,619 | $11.0M | 0.01% | +3,543+9.3% | Added |
| Tobam | 41,602 | $11.0M | 0.99% | +20,868+100.6% | Added |
| State of Wisconsin Investment Board | 41,205 | $10.9M | 0.03% | +2,145+5.5% | Added |
| Northwestern Mutual Wealth Management Co | 39,785 | $10.5M | 0.01% | −3,747−8.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39,331 | $10.4M | 0.01% | +5,101+14.9% | Added |
| Pictet Asset Management Holding SA | 38,740 | $10.2M | 0.01% | +266+0.7% | Added |
| Susquehanna Fundamental Investments, LLC | 37,727 | $9.97M | 0.47% | +37,727 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 36,940 | $9.76M | 0.12% | −1,413−3.7% | Reduced |
| Public Employees Retirement System of Ohio | 36,506 | $9.64M | 0.04% | −2,002−5.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 35,769 | $9.45M | 0.03% | +3,534+11.0% | Added |
| First Trust Advisors LP | 34,963 | $9.24M | 0.01% | −67,884−66.0% | Reduced |
| CI Private Wealth, LLC | 34,953 | $9.23M | 0.02% | −34,670−49.8% | Reduced |
| Janney Montgomery Scott LLC | 34,705 | $9.17M | 0.03% | −987−2.8% | Reduced |
| Brant Point Investment Management LLC | 34,472 | $9.11M | 2.03% | −4,782−12.2% | Reduced |
| Channing Capital Management, LLC | 34,046 | $8.99M | 0.24% | +34,046 | New |
| Asset Management One Co.,Ltd. | 32,238 | $8.52M | 0.03% | −2,625−7.5% | Reduced |
| Transform Wealth, LLC | 31,804 | $8.40M | 0.80% | +31,804 | New |
| Mn Services Vermogensbeheer B.V. | 30,600 | $8.09M | 0.06% | −6,700−18.0% | Reduced |
| Walleye Capital LLC | 30,347 | $8.02M | 0.09% | +15,660+106.6% | Added |
| Korea Investment CORP | 30,330 | $8.01M | 0.02% | −25,968−46.1% | Reduced |
| 12 West Capital Management LP | 30,300 | $8.01M | 0.73% | +30,300 | New |
| Mawer Investment Management Ltd. | 29,626 | $7.83M | 0.04% | +14,799+99.8% | Added |
| Nomura Asset Management Co Ltd | 29,145 | $7.70M | 0.03% | −1,415−4.6% | Reduced |
| Storebrand Asset Management AS | 29,039 | $7.67M | 0.03% | −9,039−23.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 28,586 | $7.55M | 0.41% | +4,881+20.6% | Added |
| KWB Wealth | 28,459 | $7.52M | 1.01% | +50.0% | Added |
| Jane Street Group, LLC | 28,364 | $7.49M | 0.01% | +7,837+38.2% | Added |
| Forsta Ap-Fonden | 28,200 | $7.45M | 0.06% | −12,500−30.7% | Reduced |
| Andra AP-fonden | 26,500 | $7.00M | 0.12% | −3,200−10.8% | Reduced |
| Formuepleje A/S | 26,390 | $6.97M | 0.39% | −2,867−9.8% | Reduced |
| Mediolanum International Funds Ltd | 26,485 | $6.95M | 0.11% | +26,485 | New |
| Resona Asset Management Co.,Ltd. | 25,987 | $6.87M | 0.04% | +25,987 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,421 | $6.72M | 0.02% | −2,591−9.2% | Reduced |
| Blair William & Co | 25,287 | $6.68M | 0.02% | +1,832+7.8% | Added |
| Private Advisor Group, LLC | 25,083 | $6.63M | 0.05% | −932−3.6% | Reduced |
| Winmill & Co. Inc | 24,660 | $6.52M | 1.85% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 23,628 | $6.24M | 0.26% | +23,628 | New |
| Van Eck Associates Corp | 23,589 | $6.23M | 0.01% | +2,969+14.4% | Added |
| Compagnie Lombard Odier SCmA | 23,210 | $6.13M | 0.11% | +10,779+86.7% | Added |
| Phoenix Holdings Ltd. | 22,867 | $6.04M | 0.08% | +4,677+25.7% | Added |
| Bullseye Asset Management LLC | 22,527 | $5.95M | 2.80% | 00.0% | Unchanged |
| LMR Partners LLP | 21,772 | $5.75M | 0.15% | −22,000−50.3% | Reduced |
| US Bancorp | 21,185 | $5.60M | 0.01% | +103+0.5% | Added |
| Chilton Investment Co LLC | 21,178 | $5.60M | 0.15% | +21,178 | New |
| Arizona State Retirement System | 20,799 | $5.50M | 0.04% | −20.0% | Reduced |
| Winthrop Advisory Group LLC | 20,783 | $5.49M | 0.79% | −150−0.7% | Reduced |
| Whittier Trust Co | 20,662 | $5.46M | 0.08% | +20,662 | New |
| Segment Wealth Management, LLC | 20,381 | $5.38M | 0.41% | +5,838+40.1% | Added |
| Snowden Capital Advisors LLC | 19,986 | $5.28M | 0.16% | +3,599+22.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 19,500 | $5.15M | 0.06% | +100+0.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 18,815 | $4.97M | 0.12% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 18,526 | $4.89M | 0.21% | +1,314+7.6% | Added |
| MML Investors Services, LLC | 18,053 | $4.77M | 0.02% | −503−2.7% | Reduced |
| Illinois Municipal Retirement Fund | 17,742 | $4.69M | 0.07% | 00.0% | Unchanged |
| Gradient Investments LLC | 16,465 | $4.35M | 0.10% | −1,959−10.6% | Reduced |
| Handelsbanken Fonder AB | 16,281 | $4.30M | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 15,691 | $4.15M | 0.34% | +29+0.2% | Added |
| IFM Investors Pty Ltd | 15,573 | $4.11M | 0.04% | −271−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,518 | $4.10M | 0.05% | −573−3.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 15,452 | $4.08M | 0.02% | −167−1.1% | Reduced |
| Mariner, LLC | 15,427 | $4.08M | 0.01% | +704+4.8% | Added |
| Northwest Financial Advisors | 15,397 | $4.07M | 4.47% | +17+0.1% | Added |
| Captrust Financial Advisors | 15,348 | $4.05M | 0.01% | −2,392−13.5% | Reduced |
| Eagle Rock Investment Company, LLC | 15,113 | $3.99M | 0.74% | −197−1.3% | Reduced |