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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 26 | $6.87K | 0.00% | +26 | New |
| CVA Family Office, LLC | 25 | $6.61K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 24 | $6.35K | 0.00% | +24 | New |
| Concord Wealth Partners | 24 | $6.34K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 24 | $6.34K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 23 | $6.08K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 23 | $6.08K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 23 | $6.08K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 23 | $6.08K | 0.00% | +11+91.7% | Added |
| Pinnacle Bancorp, Inc. | 23 | $6.08K | 0.00% | +23 | New |
| Activest Wealth Management | 23 | $6.08K | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 22 | $5.81K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 21 | $5.55K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $5.02K | 0.00% | −4−17.4% | Reduced |
| CNB Bank | 19 | $5.02K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 18 | $4.76K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 18 | $4.76K | 0.00% | +13+260.0% | Added |
| Chilton Capital Management LLC | 17 | $4.49K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $4.23K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $3.96K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 15 | $3.96K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 13 | $3.44K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $3.44K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 12 | $3.20K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 9 | $2.41K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $2.38K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 8 | $2.14K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8 | $2.11K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $2.11K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $2.00K | 0.00% | +4+200.0% | Added |
| Sound Income Strategies, LLC | 7 | $1.85K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 7 | $1.85K | 0.00% | +7 | New |
| Fifth Third Bancorp | 6 | $1.58K | 0.00% | −20−76.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 5 | $1.32K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.32K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 5 | $1.32K | 0.00% | +5 | New |
| Abound Wealth Management | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $1.06K | 0.00% | +4 | New |
| Richardson Financial Services Inc. | 4 | $1.06K | 0.00% | +4 | New |
| Winthrop Capital Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Continuum Advisory, LLC | 3 | $794 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 3 | $793 | 0.00% | −4−57.1% | Reduced |
| Institutional & Family Asset Management, LLC | 3 | $793 | 0.00% | −3−50.0% | Reduced |
| Tfo-TDC, LLC | 3 | $793 | 0.00% | −2−40.0% | Reduced |
| Sachetta, LLC | 3 | $683 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2 | $529 | 0.00% | +2 | New |
| Larson Financial Group LLC | 1 | $267 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $265 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $265 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| GCM Grosvenor Holdings, LLC | 0 | $0 | 0.00% | −118,304−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −75,215−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −62,154−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −60,654−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −44,400−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −34,852−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −31,332−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −29,782−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −29,524−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −17,865−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −15,304−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −12,662−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −12,037−100.0% | Sold out |
| EFG Asset Management (Americas) Corp. | 0 | $0 | 0.00% | −10,847−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −10,014−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −9,634−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −9,003−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −8,839−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −7,497−100.0% | Sold out |
| Sterling Group Wealth Management, LLC | 0 | $0 | 0.00% | −6,734−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −5,934−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −5,877−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −5,393−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −5,098−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,445−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,909−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −3,489−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −3,189−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −2,918−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,819−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −2,157−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −2,122−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −1,899−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,841−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,726−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −1,436−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −1,357−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −1,293−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,249−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −1,221−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −1,114−100.0% | Sold out |
| Systematic Portfolios LLC | 0 | $0 | 0.00% | −1,109−100.0% | Sold out |
| Seeds Investor LLC | 0 | $0 | 0.00% | −1,091−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −1,073−100.0% | Sold out |
| HMS Capital Management, LLC | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −996−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −912−100.0% | Sold out |