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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 875 | $231.2K | 0.03% | +3+0.3% | Added |
| Guggenheim Capital LLC | 875 | $231.2K | 0.00% | +875 | New |
| Perigon Wealth Management, LLC | 870 | $229.9K | 0.01% | +870 | New |
| Lindbrook Capital, LLC | 869 | $229.6K | 0.02% | −14−1.6% | Reduced |
| V-Square Quantitative Management LLC | 863 | $228.0K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 862 | $228.0K | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 846 | $223.5K | 0.00% | +846 | New |
| SYSTM Wealth Solutions LLC | 824 | $217.8K | 0.03% | +324+64.8% | Added |
| Transcend Wealth Collective, LLC | 823 | $217.4K | 0.02% | +823 | New |
| Dynasty Wealth Management, LLC | 822 | $217.1K | 0.01% | +822 | New |
| Berger Financial Group, Inc | 810 | $214.0K | 0.02% | −87−9.7% | Reduced |
| Cigna Investments Inc | 799 | $211.0K | 0.04% | +799 | New |
| RMB Capital Management, LLC | 798 | $210.9K | 0.00% | +798 | New |
| ZWJ Investment Counsel Inc | 796 | $210.3K | 0.01% | +796 | New |
| Eagle Bay Advisors LLC | 790 | $208.7K | 0.13% | −228−22.4% | Reduced |
| Sequoia Financial Advisors, LLC | 786 | $207.8K | 0.00% | +786 | New |
| GeoWealth Management, LLC | 774 | $204.5K | 0.01% | +774 | New |
| J. W. Coons Advisors, LLC | 770 | $203.4K | 0.05% | +770 | New |
| MBB Public Markets I LLC | 767 | $202.6K | 0.01% | +767 | New |
| Capstone Investment Advisors, LLC | 766 | $202.4K | 0.00% | −343−30.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 762 | $201.3K | 0.00% | −25,419−97.1% | Reduced |
| Systematic Alpha Investments, LLC | 760 | $200.8K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 880 | $200.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 751 | $198.4K | 0.01% | +751 | New |
| Rakuten Investment Management, Inc. | 654 | $172.8K | 0.00% | +600+1,111.1% | Added |
| United Community Bank | 630 | $166.4K | 0.06% | −15−2.3% | Reduced |
| Northwest & Ethical Investments L.P. | 600 | $158.5K | 0.00% | +600 | New |
| New York State Teachers Retirement System | 588 | $155.0K | 0.00% | −6,217−91.4% | Reduced |
| TD Waterhouse Canada Inc. | 536 | $154.0K | 0.00% | +261+94.9% | Added |
| Ci Investments Inc. | 582 | $154.0K | 0.00% | +83+16.6% | Added |
| Assetmark, Inc | 572 | $151.1K | 0.00% | +80+16.3% | Added |
| Transamerica Financial Advisors, Inc. | 555 | $147.0K | 0.01% | −2,205−79.9% | Reduced |
| Allworth Financial LP | 536 | $141.6K | 0.00% | +94+21.3% | Added |
| Tyler-Stone Wealth Management | 518 | $136.9K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 505 | $133.4K | 0.01% | −8−1.6% | Reduced |
| Harvest Fund Management Co., Ltd | 499 | $132.0K | 0.01% | +499 | New |
| Private Trust Co NA | 475 | $125.5K | 0.01% | −1−0.2% | Reduced |
| Tidemark, LLC | 471 | $124.4K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Co | 455 | $120.2K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 452 | $119.0K | 0.01% | +1+0.2% | Added |
| Clearstead Advisors, LLC | 407 | $108.8K | 0.01% | +20+5.2% | Added |
| Gables Capital Management Inc. | 400 | $105.7K | 0.06% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 386 | $102.0K | 0.03% | −4−1.0% | Reduced |
| First Horizon Advisors, Inc. | 368 | $97.2K | 0.00% | −43−10.5% | Reduced |
| Central Trust Co | 367 | $97.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 359 | $94.8K | 0.02% | −30−7.7% | Reduced |
| Penserra Capital Management LLC | 352 | $92.0K | 0.00% | +12+3.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 334 | $88.0K | 0.00% | −18−5.1% | Reduced |
| IFP Advisors, Inc | 331 | $87.4K | 0.00% | +9+2.8% | Added |
| Alta Advisers Ltd | 300 | $79.3K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 276 | $73.0K | 0.00% | −44−13.8% | Reduced |
| Central Pacific Bank - Trust Division | 272 | $72.5K | 0.01% | +272 | New |
| Benjamin Edwards Inc | 274 | $72.0K | 0.01% | +5+1.9% | Added |
| Covestor Ltd | 230 | $61.0K | 0.04% | −155−40.3% | Reduced |
| Quarry LP | 225 | $59.4K | 0.02% | +225 | New |
| JJJ Advisors Inc. | 223 | $58.9K | 0.01% | +12+5.7% | Added |
| Sandy Spring Bank | 205 | $54.2K | 0.00% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 200 | $52.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 195 | $51.5K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 181 | $47.8K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 158 | $41.7K | 0.00% | +158 | New |
| Farther Finance Advisors, LLC | 154 | $41.0K | 0.00% | +38+32.8% | Added |
| Gladius Capital Management LP | 145 | $38.3K | 0.04% | +14+10.7% | Added |
| Spire Wealth Management | 143 | $37.7K | 0.00% | +21+17.2% | Added |
| American National Bank | 140 | $37.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 138 | $36.5K | 0.01% | +13+10.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 138 | $36.5K | 0.01% | +138 | New |
| SRS Capital Advisors, Inc. | 136 | $35.8K | 0.00% | −6−4.2% | Reduced |
| Capital Analysts, LLC | 128 | $34.0K | 0.00% | −119−48.2% | Reduced |
| Ronald Blue Trust, Inc. | 127 | $33.6K | 0.00% | −17−11.8% | Reduced |
| MCF Advisors LLC | 126 | $33.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 119 | $31.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 113 | $29.9K | 0.02% | +113 | New |
| Parkside Financial Bank & Trust | 106 | $28.0K | 0.00% | +23+27.7% | Added |
| Tanglewood Legacy Advisors, LLC | 100 | $26.4K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $26.4K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 93 | $24.6K | 0.00% | +12+14.8% | Added |
| Colonial Trust Advisors | 92 | $24.3K | 0.00% | +92 | New |
| Huntington National Bank | 91 | $24.0K | 0.00% | +16+21.3% | Added |
| Heritage Wealth Advisors | 88 | $23.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 85 | $22.5K | 0.00% | +73+608.3% | Added |
| IAG Wealth Partners, LLC | 83 | $22.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 81 | $21.3K | 0.00% | +68+523.1% | Added |
| West Oak Capital, LLC | 75 | $20.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 75 | $19.8K | 0.00% | +75 | New |
| Global X Japan Co., Ltd. | 67 | $17.7K | 0.00% | −9−11.8% | Reduced |
| JFS Wealth Advisors, LLC | 65 | $17.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $14.5K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 52 | $13.5K | 0.01% | +7+15.6% | Added |
| PSI Advisors, LLC | 50 | $13.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 48 | $12.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 48 | $12.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 45 | $11.9K | 0.00% | +45 | New |
| Global Wealth Strategies & Associates | 44 | $11.6K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 37 | $9.78K | 0.00% | +37 | New |
| Valley National Advisers Inc | 36 | $9.00K | 0.00% | +1+2.9% | Added |
| J.Safra Asset Management Corp | 31 | $8.19K | 0.00% | +31 | New |
| Bruce G. Allen Investments, LLC | 29 | $7.66K | 0.01% | −22−43.1% | Reduced |
| Crewe Advisors LLC | 28 | $7.40K | 0.00% | +28 | New |
| Front Row Advisors LLC | 27 | $7.13K | 0.00% | +27 | New |