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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 5,473 | $1.45M | 0.00% | +1,380+33.7% | Added |
| Dana Investment Advisors, Inc. | 5,181 | $1.37M | 0.05% | −3,206−38.2% | Reduced |
| Bleakley Financial Group, LLC | 5,178 | $1.37M | 0.04% | +402+8.4% | Added |
| Advisor OS, LLC | 5,169 | $1.37M | 0.16% | +439+9.3% | Added |
| Ethic Inc. | 5,157 | $1.36M | 0.03% | +987+23.7% | Added |
| Acadian Asset Management LLC | 5,153 | $1.36M | 0.00% | +4,340+533.8% | Added |
| Gateway Investment Advisers LLC | 5,079 | $1.34M | 0.02% | +84+1.7% | Added |
| Navellier & Associates Inc | 4,988 | $1.32M | 0.16% | +171+3.5% | Added |
| Edgestream Partners, L.P. | 4,944 | $1.31M | 0.07% | +4,944 | New |
| Bank of Nova Scotia | 4,936 | $1.30M | 0.00% | −11,273−69.5% | Reduced |
| Eqis Capital Management, Inc. | 4,829 | $1.28M | 0.10% | −802−14.2% | Reduced |
| Empowered Funds, LLC | 4,789 | $1.27M | 0.02% | +3,837+403.0% | Added |
| Mercer Global Advisors Inc | 4,718 | $1.25M | 0.00% | −945−16.7% | Reduced |
| Brinker Capital Investments, LLC | 4,676 | $1.24M | 0.01% | −243−4.9% | Reduced |
| Orion Portfolio Solutions, LLC | 4,676 | $1.24M | 0.01% | −243−4.9% | Reduced |
| SkyView Investment Advisors, LLC | 4,666 | $1.23M | 0.23% | +4,666 | New |
| Cornercap Investment Counsel Inc | 4,598 | $1.21M | 0.19% | +15+0.3% | Added |
| MetLife Investment Management | 4,584 | $1.21M | 0.01% | +14+0.3% | Added |
| Banque Cantonale Vaudoise | 4,578 | $1.21M | 0.05% | −64−1.4% | Reduced |
| Aureus Asset Management, LLC | 4,455 | $1.18M | 0.08% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,347 | $1.15M | 0.01% | +150+3.6% | Added |
| Nisa Investment Advisors, LLC | 4,239 | $1.12M | 0.01% | −9,852−69.9% | Reduced |
| HRT Financial LP | 4,237 | $1.12M | 0.01% | +4,237 | New |
| M&T Bank Corp | 4,207 | $1.11M | 0.00% | −33−0.8% | Reduced |
| GWM Advisors LLC | 4,208 | $1.11M | 0.01% | −103−2.4% | Reduced |
| Crossmark Global Holdings, Inc. | 4,175 | $1.10M | 0.02% | −422−9.2% | Reduced |
| Schroder Investment Management Group | 4,080 | $1.08M | 0.00% | +97+2.4% | Added |
| Castleark Management LLC | 4,065 | $1.07M | 0.04% | −270−6.2% | Reduced |
| Vestcor Inc | 4,061 | $1.07M | 0.04% | −901−18.2% | Reduced |
| Achmea Investment Management B.V. | 4,033 | $1.07M | 0.02% | 00.0% | Unchanged |
| Creative Planning | 3,988 | $1.05M | 0.00% | +1,123+39.2% | Added |
| Independent Advisor Alliance | 3,965 | $1.05M | 0.04% | −43−1.1% | Reduced |
| Resources Investment Advisors, LLC. | 3,876 | $1.02M | 0.02% | +45+1.2% | Added |
| Crawford Investment Counsel Inc | 3,840 | $1.01M | 0.02% | −140−3.5% | Reduced |
| Fulton Bank, N.A. | 3,638 | $961.2K | 0.04% | +719+24.6% | Added |
| Ossiam | 3,636 | $960.6K | 0.02% | +661+22.2% | Added |
| Seven Eight Capital, LP | 3,631 | $959.3K | 0.10% | −6,942−65.7% | Reduced |
| Nebula Research & Development LLC | 3,611 | $954.0K | 0.21% | +3,611 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,509 | $927.1K | 0.00% | +1,053+42.9% | Added |
| Magnetar Financial LLC | 3,475 | $918.1K | 0.02% | +3,475 | New |
| Pittenger & Anderson Inc | 3,467 | $916.0K | 0.04% | +35+1.0% | Added |
| Colony Group, LLC | 3,445 | $910.0K | 0.01% | +42+1.2% | Added |
| Catalyst Capital Advisors LLC | 3,420 | $903.6K | 0.02% | +415+13.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,403 | $899.1K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,374 | $891.6K | 0.01% | +109+3.3% | Added |
| Globeflex Capital L P | 3,368 | $889.8K | 0.09% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 3,361 | $888.0K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,298 | $871.4K | 0.00% | +771+30.5% | Added |
| Argent Capital Management LLC | 3,250 | $858.6K | 0.03% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,245 | $857.3K | 0.15% | +61+1.9% | Added |
| Emerald Advisers, LLC | 3,229 | $853.1K | 0.03% | −53−1.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 3,744 | $852.2K | 0.10% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,224 | $851.8K | 0.02% | −10,766−77.0% | Reduced |
| Inceptionr LLC | 3,221 | $851.0K | 0.22% | +3,221 | New |
| Garrett Wealth Advisory Group, LLC | 3,219 | $850.5K | 0.35% | +3,219 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,212 | $848.6K | 0.07% | +3,212 | New |
| Prudential PLC | 3,187 | $842.0K | 0.01% | −3,641−53.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,083 | $814.5K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,069 | $810.8K | 0.17% | +1,317+75.2% | Added |
| Ritholtz Wealth Management | 3,035 | $801.8K | 0.03% | −242−7.4% | Reduced |
| IHT Wealth Management, LLC | 3,014 | $796.3K | 0.03% | +35+1.2% | Added |
| Grey Street Capital, LLC | 2,859 | $755.4K | 0.10% | +2,859 | New |
| E. Ohman J:or Asset Management AB | 2,800 | $739.8K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,787 | $736.3K | 0.01% | −935−25.1% | Reduced |
| Stratos Wealth Partners, LTD. | 2,776 | $733.6K | 0.01% | +77+2.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,677 | $707.3K | 0.03% | +107+4.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,662 | $703.0K | 0.00% | −644−19.5% | Reduced |
| Chiron Investment Management, LLC | 2,657 | $702.0K | 0.30% | +2,657 | New |
| Alera Investment Advisors, LLC | 2,654 | $701.2K | 0.09% | −38−1.4% | Reduced |
| APG Asset Management N.V. | 2,865 | $700.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,633 | $695.6K | 0.04% | −51−1.9% | Reduced |
| Everpar Advisors LLC | 2,596 | $685.9K | 0.42% | −2,064−44.3% | Reduced |
| Principal Securities, Inc. | 2,540 | $671.1K | 0.02% | +121+5.0% | Added |
| Gladstone Institutional Advisory LLC | 2,518 | $665.2K | 0.04% | +2,518 | New |
| McMahon Financial Advisors, LLC | 2,480 | $655.2K | 0.17% | +115+4.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,451 | $647.6K | 0.05% | +526+27.3% | Added |
| Schonfeld Strategic Advisors LLC | 2,437 | $643.9K | 0.01% | −25,000−91.1% | Reduced |
| Parallel Advisors, LLC | 2,416 | $638.3K | 0.02% | +38+1.6% | Added |
| MONECO Advisors, LLC | 2,416 | $638.2K | 0.10% | +498+26.0% | Added |
| XTX Topco Ltd | 2,360 | $623.5K | 0.08% | +207+9.6% | Added |
| Hamilton Capital Partners Inc. | 2,283 | $603.2K | 0.07% | −390−14.6% | Reduced |
| PDT Partners, LLC | 2,281 | $602.6K | 0.06% | −5,823−71.9% | Reduced |
| London Co of Virginia | 2,270 | $599.7K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,225 | $595.0K | 0.04% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 2,235 | $590.0K | 1.14% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,217 | $585.9K | 0.02% | +761+52.3% | Added |
| XML Financial, LLC | 2,214 | $585.0K | 0.06% | +10.0% | Added |
| Vontobel Holding Ltd. | 2,212 | $584.4K | 0.00% | +862+63.9% | Added |
| Root Financial Partners, LLC | 2,205 | $582.6K | 0.17% | +855+63.3% | Added |
| Concorde Asset Management, LLC | 2,200 | $581.3K | 0.40% | −451−17.0% | Reduced |
| Genus Capital Management Inc. | 2,180 | $576.0K | 0.07% | +2,180 | New |
| Scientech Research LLC | 2,173 | $574.1K | 0.30% | +2,173 | New |
| Tokio Marine Asset Management Co Ltd | 2,169 | $573.0K | 0.03% | +65+3.1% | Added |
| NBC Securities, Inc. | 2,172 | $573.0K | 0.05% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 2,087 | $551.4K | 0.04% | +2,087 | New |
| Dark Forest Capital Management LP | 2,063 | $545.0K | 0.09% | +2,063 | New |
| Ironwood Investment Counsel, LLC | 2,045 | $540.3K | 0.10% | 00.0% | Unchanged |
| Archer Investment Corp | 2,016 | $532.5K | 0.16% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 2,012 | $531.6K | 0.03% | +829+70.1% | Added |
| WJ Wealth Management, LLC | 2,000 | $528.4K | 0.21% | 00.0% | Unchanged |