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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 15,092 | $3.99M | 0.02% | −385−2.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 15,084 | $3.99M | 0.29% | +5,666+60.2% | Added |
| Principal Financial Group Inc | 14,862 | $3.93M | 0.00% | −258−1.7% | Reduced |
| James Investment Research Inc | 14,697 | $3.88M | 0.46% | +47+0.3% | Added |
| Engineers Gate Manager LP | 14,487 | $3.83M | 0.10% | +2,900+25.0% | Added |
| TD Private Client Wealth LLC | 14,177 | $3.75M | 0.12% | +994+7.5% | Added |
| Swedbank AB | 13,809 | $3.65M | 0.01% | −349−2.5% | Reduced |
| Shepherd Financial Partners LLC | 13,755 | $3.63M | 0.48% | −6,442−31.9% | Reduced |
| Cetera Investment Advisers | 13,634 | $3.60M | 0.01% | +9,854+260.7% | Added |
| Xponance, Inc. | 13,436 | $3.55M | 0.04% | +3,320+32.8% | Added |
| Cerity Partners LLC | 13,309 | $3.52M | 0.01% | +8,357+168.8% | Added |
| Utah Retirement Systems | 13,117 | $3.47M | 0.04% | 00.0% | Unchanged |
| Hiddenite Capital Partners LP | 12,900 | $3.41M | 3.91% | +12,900 | New |
| Point72 Hong Kong Ltd | 12,888 | $3.41M | 0.17% | +8,184+174.0% | Added |
| Silvant Capital Management LLC | 12,746 | $3.37M | 0.16% | +2,522+24.7% | Added |
| CIBC World Markets Inc. | 12,404 | $3.28M | 0.01% | +101+0.8% | Added |
| BlueMar Capital Management, LLC | 12,231 | $3.23M | 5.43% | −183−1.5% | Reduced |
| Atria Investments LLC | 12,185 | $3.22M | 0.04% | −416−3.3% | Reduced |
| Tredje AP-fonden | 12,075 | $3.19M | 0.03% | +275+2.3% | Added |
| Susquehanna International Group, LLP | 11,997 | $3.17M | 0.00% | −18,558−60.7% | Reduced |
| Hennessy Advisors Inc | 11,800 | $3.12M | 0.13% | +11,800 | New |
| HighTower Advisors, LLC | 11,755 | $3.11M | 0.01% | +5,134+77.5% | Added |
| Quantinno Capital Management LP | 11,665 | $3.08M | 0.07% | +1,188+11.3% | Added |
| Annex Advisory Services, LLC | 11,618 | $3.07M | 0.11% | −593−4.9% | Reduced |
| Bridgeway Capital Management, LLC | 11,320 | $2.99M | 0.06% | −20−0.2% | Reduced |
| DnB Asset Management AS | 11,275 | $2.98M | 0.02% | −17,996−61.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 11,199 | $2.96M | 0.08% | +11,112+12,772.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,195 | $2.95M | 0.01% | +1,519+14.2% | Added |
| Dynamic Technology Lab Private Ltd | 11,053 | $2.92M | 0.31% | +11,053 | New |
| Federated Hermes, Inc. | 10,969 | $2.90M | 0.01% | −701−6.0% | Reduced |
| Symphony Financial, Ltd. Co. | 10,752 | $2.84M | 0.66% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10,451 | $2.76M | 0.01% | −59−0.6% | Reduced |
| Mackenzie Financial Corp | 10,418 | $2.75M | 0.00% | +40.0% | Added |
| Kennedy Capital Management, Inc. | 10,279 | $2.72M | 0.06% | +4,293+71.7% | Added |
| Public Sector Pension Investment Board | 10,206 | $2.70M | 0.02% | +100+1.0% | Added |
| Retirement Capital Strategies | 10,111 | $2.67M | 1.09% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 9,971 | $2.63M | 0.00% | +752+8.2% | Added |
| Strategic Global Advisors, LLC | 9,931 | $2.62M | 0.57% | −269−2.6% | Reduced |
| Point72 (DIFC) Ltd | 9,756 | $2.58M | 0.20% | +9,756 | New |
| CIBC Private Wealth Group, LLC | 9,560 | $2.55M | 0.00% | −164−1.7% | Reduced |
| Beacon Investment Advisors LLC | 9,231 | $2.44M | 1.39% | +112+1.2% | Added |
| Caldwell Trust Co | 9,155 | $2.42M | 0.28% | −253−2.7% | Reduced |
| Monument Capital Management | 9,154 | $2.42M | 0.70% | +589+6.9% | Added |
| British Columbia Investment Management Corp | 9,029 | $2.39M | 0.02% | +314+3.6% | Added |
| Advisor Group Holdings, Inc. | 9,024 | $2.38M | 0.01% | −27,640−75.4% | Reduced |
| Laurion Capital Management LP | 8,887 | $2.35M | 0.07% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 8,826 | $2.33M | 0.02% | +155+1.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 8,809 | $2.33M | 0.19% | +669+8.2% | Added |
| CenterBook Partners LP | 8,760 | $2.31M | 0.16% | +4,500+105.6% | Added |
| Assenagon Asset Management S.A. | 8,745 | $2.31M | 0.01% | −15,389−63.8% | Reduced |
| Otter Creek Advisors, LLC | 8,741 | $2.31M | 1.62% | +5,026+135.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,675 | $2.29M | 0.01% | +313+3.7% | Added |
| Flynn Zito Capital Management, LLC | 8,634 | $2.28M | 1.18% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 8,627 | $2.24M | 0.00% | +443+5.4% | Added |
| Daiwa Securities Group Inc. | 8,440 | $2.23M | 0.01% | +475+6.0% | Added |
| Kames Capital plc | 8,307 | $2.19M | 0.03% | 00.0% | Unchanged |
| Palestra Capital Management LLC | 8,200 | $2.17M | 0.08% | +8,200 | New |
| Oliver Luxxe Assets LLC | 8,165 | $2.16M | 0.45% | +13+0.2% | Added |
| Advisory Services Network, LLC | 8,127 | $2.15M | 0.05% | −233−2.8% | Reduced |
| Bridgewater Associates, LP | 8,122 | $2.15M | 0.01% | −34,677−81.0% | Reduced |
| Public Employees Retirement Association of Colorado | 8,106 | $2.14M | 0.01% | −643−7.3% | Reduced |
| Sumitomo Life Insurance Co | 7,983 | $2.11M | 0.05% | −191−2.3% | Reduced |
| Allianz Asset Management GmbH | 7,874 | $2.08M | 0.00% | −522−6.2% | Reduced |
| JustInvest LLC | 7,801 | $2.06M | 0.04% | −58−0.7% | Reduced |
| Anchor Investment Management, LLC | 7,701 | $2.03M | 0.21% | +555+7.8% | Added |
| Park Avenue Securities LLC | 7,386 | $1.95M | 0.03% | −1,205−14.0% | Reduced |
| Prudential Financial Inc | 7,338 | $1.94M | 0.00% | −3,111−29.8% | Reduced |
| Amalgamated Bank | 7,329 | $1.94M | 0.02% | −2,718−27.1% | Reduced |
| Neuberger Berman Group LLC | 7,032 | $1.86M | 0.00% | +239+3.5% | Added |
| Squarepoint Ops LLC | 6,991 | $1.85M | 0.01% | −76,940−91.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,902 | $1.82M | 0.07% | +6,902 | New |
| Garrett Investment Advisors LLC | 6,804 | $1.80M | 0.23% | +824+13.8% | Added |
| Pitcairn Co | 6,685 | $1.77M | 0.11% | −267−3.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 6,641 | $1.75M | 0.00% | −182−2.7% | Reduced |
| Simplicity Wealth,LLC | 6,544 | $1.73M | 0.04% | +6,544 | New |
| Gulf International Bank (UK) Ltd | 6,410 | $1.69M | 0.04% | +60+0.9% | Added |
| Kestra Advisory Services, LLC | 6,363 | $1.68M | 0.01% | +769+13.7% | Added |
| Candriam Luxembourg S.C.A. | 6,273 | $1.66M | 0.01% | +1,087+21.0% | Added |
| Integrated Investment Consultants, LLC | 6,146 | $1.62M | 0.45% | +485+8.6% | Added |
| Mirabella Financial Services LLP | 6,132 | $1.62M | 0.12% | +6,132 | New |
| Quadrature Capital Ltd | 6,127 | $1.62M | 0.03% | +6,127 | New |
| Headlands Technologies LLC | 6,081 | $1.61M | 0.39% | +1,411+30.2% | Added |
| MAI Capital Management | 6,076 | $1.61M | 0.02% | −49−0.8% | Reduced |
| 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 |
| Ostrum Asset Management | 5,995 | $1.58M | 0.13% | +3,359+127.4% | Added |
| QRG Capital Management, Inc. | 5,977 | $1.58M | 0.02% | +486+8.9% | Added |
| Raymond James Trust N.A. | 5,931 | $1.57M | 0.04% | +169+2.9% | Added |
| FORA Capital, LLC | 5,902 | $1.56M | 0.13% | −1,014−14.7% | Reduced |
| Van Leeuwen & Company, LLC | 5,900 | $1.56M | 0.79% | +166+2.9% | Added |
| Nordea Investment Management AB | 5,869 | $1.55M | 0.00% | +240+4.3% | Added |
| Maryland State Retirement & Pension System | 5,954 | $1.53M | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 5,804 | $1.53M | 0.01% | +266+4.8% | Added |
| Redwood Investment Management, LLC | 5,714 | $1.51M | 0.14% | −469−7.6% | Reduced |
| Clark Capital Management Group, Inc. | 5,707 | $1.51M | 0.01% | +2,033+55.3% | Added |
| Two Sigma Investments, LP | 5,703 | $1.51M | 0.00% | +1,003+21.3% | Added |
| Yorktown Management & Research Co Inc | 5,690 | $1.50M | 1.43% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,600 | $1.48M | 0.05% | −1,890−25.2% | Reduced |
| Foresight Global Investors, Inc. | 5,549 | $1.47M | 0.72% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,517 | $1.46M | 0.02% | +1,370+33.0% | Added |