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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 2,211 | $525.4K | 0.01% | +1,277+136.7% | Added |
| Belpointe Asset Management LLC | 1,969 | $520.2K | 0.04% | +1,969 | New |
| Fortis Capital Advisors, LLC | 1,969 | $520.2K | 0.22% | +1,969 | New |
| Heritage Wealth Management, LLC | 1,940 | $512.6K | 0.26% | −81−4.0% | Reduced |
| Advisors Asset Management, Inc. | 1,935 | $511.2K | 0.01% | −1,355−41.2% | Reduced |
| Oak Thistle LLC | 1,917 | $506.5K | 0.45% | +1,917 | New |
| Cipher Capital LP | 1,912 | $505.1K | 0.23% | −3,404−64.0% | Reduced |
| AdvisorShares Investments LLC | 1,900 | $502.0K | 0.08% | +1,900 | New |
| Hunting Hill Global Capital, LLC | 1,871 | $494.3K | 0.29% | +1,871 | New |
| United Capital Financial Advisers, LLC | 1,862 | $491.9K | 0.00% | −216−10.4% | Reduced |
| Two Sigma Securities, LLC | 1,837 | $485.3K | 0.02% | +110+6.4% | Added |
| ProShare Advisors LLC | 1,826 | $482.4K | 0.00% | −284−13.5% | Reduced |
| Shell Asset Management Co | 1,719 | $480.0K | 0.02% | −1,673−49.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,818 | $480.0K | 0.01% | −246−11.9% | Reduced |
| Savant Capital, LLC | 1,806 | $477.1K | 0.01% | +1,806 | New |
| Moody Lynn & Lieberson, LLC | 1,800 | $475.6K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,798 | $475.1K | 0.01% | −22−1.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,746 | $461.3K | 0.04% | +1,746 | New |
| EverSource Wealth Advisors, LLC | 1,673 | $450.3K | 0.04% | −160−8.7% | Reduced |
| State of Michigan Retirement System | 1,700 | $449.1K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 1,700 | $449.1K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 1,698 | $449.0K | 0.00% | +1,698 | New |
| Yousif Capital Management, LLC | 1,693 | $447.3K | 0.00% | +94+5.9% | Added |
| Boothbay Fund Management, LLC | 1,692 | $447.0K | 0.01% | +1,692 | New |
| Wedmont Private Capital | 1,713 | $442.3K | 0.03% | +25+1.5% | Added |
| Unique Wealth Strategies, LLC | 1,673 | $442.1K | 0.22% | +1,673 | New |
| Balyasny Asset Management LLC | 1,666 | $440.2K | 0.00% | −2,031−54.9% | Reduced |
| Handelsinvest Investeringsforvaltning | 1,651 | $436.0K | 0.21% | −858−34.2% | Reduced |
| Sanchez Wealth Management Group | 1,647 | $435.1K | 0.15% | +2+0.1% | Added |
| DGS Capital Management, LLC | 1,625 | $429.3K | 0.12% | +44+2.8% | Added |
| Bessemer Group Inc | 1,599 | $423.0K | 0.00% | −376−19.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,600 | $422.7K | 0.01% | −28−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,585 | $418.7K | 0.00% | +663+71.9% | Added |
| Pennsylvania Capital Management Inc | 1,572 | $415.3K | 0.17% | 00.0% | Unchanged |
| Lincoln National Corp | 1,563 | $412.8K | 0.01% | +157+11.2% | Added |
| Hallmark Capital Management Inc | 1,562 | $412.7K | 0.03% | +223+16.7% | Added |
| Wetherby Asset Management Inc | 1,554 | $410.6K | 0.02% | +4+0.3% | Added |
| Wealthfront Advisers LLC | 1,552 | $410.0K | 0.00% | +189+13.9% | Added |
| Toroso Investments, LLC | 1,544 | $407.9K | 0.01% | +239+18.3% | Added |
| Lido Advisors, LLC | 1,536 | $405.8K | 0.00% | +29+1.9% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,536 | $405.7K | 0.11% | +2+0.1% | Added |
| Verition Fund Management LLC | 1,533 | $405.0K | 0.00% | −2,485−61.8% | Reduced |
| Coastal Investment Advisors, Inc. | 1,517 | $400.8K | 0.08% | −87−5.4% | Reduced |
| Beacon Pointe Advisors, LLC | 1,500 | $396.4K | 0.00% | +347+30.1% | Added |
| Thrivent Financial for Lutherans | 1,468 | $388.0K | 0.00% | −12−0.8% | Reduced |
| MJP Associates Inc | 1,445 | $381.7K | 0.08% | +309+27.2% | Added |
| Fiduciary Trust Co | 1,438 | $379.9K | 0.01% | +1,438 | New |
| iA Global Asset Management Inc. | 1,434 | $379.0K | 0.01% | −323−18.4% | Reduced |
| Wealth Alliance | 1,417 | $374.4K | 0.05% | −17−1.2% | Reduced |
| Great Diamond Partners, LLC | 1,411 | $372.8K | 0.09% | +5+0.4% | Added |
| Signaturefd, LLC | 1,400 | $369.8K | 0.01% | +23+1.7% | Added |
| Davenport & Co LLC | 1,398 | $369.4K | 0.00% | +225+19.2% | Added |
| Future Fund LLC | 1,392 | $367.8K | 2.98% | +138+11.0% | Added |
| ASB Consultores, LLC | 1,378 | $364.1K | 0.09% | +1,378 | New |
| Tower Research Capital LLC (TRC) | 1,373 | $362.7K | 0.01% | +401+41.3% | Added |
| Legacy Financial Group LLC | 1,366 | $360.9K | 0.07% | +1,366 | New |
| Coldstream Capital Management Inc | 1,358 | $358.8K | 0.01% | +323+31.2% | Added |
| SFG Wealth Management, LLC. | 1,338 | $353.6K | 0.21% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,324 | $350.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,323 | $350.0K | 0.03% | +1,323 | New |
| Alps Advisors Inc | 1,315 | $347.4K | 0.00% | −15−1.1% | Reduced |
| First County Bank | 1,310 | $346.1K | 0.17% | −69−5.0% | Reduced |
| Ontario Teachers Pension Plan Board | 1,265 | $334.2K | 0.00% | −1,417−52.8% | Reduced |
| Investment Management Corp of Ontario | 1,261 | $333.2K | 0.01% | −9,561−88.3% | Reduced |
| American International Group, Inc. | 1,257 | $332.1K | 0.00% | −18−1.4% | Reduced |
| Walleye Trading LLC | 1,244 | $328.7K | 0.01% | −2,946−70.3% | Reduced |
| Axq Capital, LP | 1,217 | $321.5K | 0.08% | −2,358−66.0% | Reduced |
| Moran Wealth Management, LLC | 1,168 | $308.6K | 0.01% | +1,168 | New |
| Cynosure Management, LLC | 1,164 | $307.5K | 0.06% | +1,164 | New |
| Cetera Trust Company, N.A | 1,160 | $306.5K | 0.18% | −50−4.1% | Reduced |
| Thrive Wealth Management, LLC | 1,160 | $306.5K | 0.06% | +191+19.7% | Added |
| OneAscent Financial Services LLC | 1,134 | $300.0K | 0.03% | +88+8.4% | Added |
| Magnolia Capital Advisors LLC | 1,136 | $298.3K | 0.25% | +1,136 | New |
| Dorsey & Whitney Trust CO LLC | 1,114 | $294.3K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,100 | $290.6K | 0.00% | +500+83.3% | Added |
| CWM, LLC | 1,097 | $290.0K | 0.00% | +112+11.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,090 | $288.0K | 0.01% | +210+23.9% | Added |
| SG Americas Securities, LLC | 1,087 | $287.0K | 0.00% | −825−43.1% | Reduced |
| PEAK6 Investments LLC | 1,084 | $286.4K | 0.01% | −872−44.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,138 | $285.2K | 0.00% | +678+147.4% | Added |
| Quantitative Investment Management, LLC | 1,059 | $279.0K | 0.02% | −10,012−90.4% | Reduced |
| Schechter Investment Advisors, LLC | 1,038 | $274.2K | 0.02% | +1,038 | New |
| Harbor Capital Advisors, Inc. | 1,034 | $273.0K | 0.04% | +1,034 | New |
| Pzena Investment Management LLC | 1,019 | $269.2K | 0.00% | −168−14.2% | Reduced |
| Apollon Wealth Management, LLC | 1,019 | $269.2K | 0.01% | +57+5.9% | Added |
| Oxford Asset Management LLP | 1,012 | $267.4K | 0.29% | +1,012 | New |
| Forum Financial Management, LP | 1,009 | $266.6K | 0.00% | +5+0.5% | Added |
| Schwab Charitable Fund | 1,000 | $264.2K | 0.01% | +1,000 | New |
| Diametric Capital, LP | 989 | $261.3K | 0.15% | +989 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 985 | $260.2K | 0.07% | +985 | New |
| Koshinski Asset Management, Inc. | 981 | $259.2K | 0.03% | +981 | New |
| Plato Investment Management Ltd | 980 | $258.9K | 0.03% | +899+1,109.9% | Added |
| Elgethun Capital Management | 958 | $254.7K | 0.06% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 963 | $254.4K | 0.01% | −49−4.8% | Reduced |
| Metis Global Partners, LLC | 962 | $254.2K | 0.01% | −1,100−53.3% | Reduced |
| Kestra Private Wealth Services, LLC | 954 | $252.0K | 0.01% | −93−8.9% | Reduced |
| Intrust Bank NA | 949 | $250.7K | 0.03% | −25−2.6% | Reduced |
| Lazard Asset Management LLC | 940 | $247.0K | 0.00% | +886+1,640.7% | Added |
| Drive Wealth Management, LLC | 929 | $245.5K | 0.07% | +929 | New |
| Hill Investment Group Partners, LLC | 926 | $244.7K | 0.03% | +1+0.1% | Added |