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, Q2 2024
Institutional positions in LPL Financial Holdings Inc. as of Jun 30, 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
- 677
- +35 vs. Q1 2024
- Shares held
- 72.0M
- −517.8K (−0.7%) vs. Q1 2024
- Total value
- $20.1B
- +$947.5M (+4.9%) vs. Q1 2024
- New holders
- 101
- 268 more added
- Sold out
- 66
- 212 more reduced
8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,187,868 | $2.01B | 0.04% | +140,922+2.0% | Added |
| BlackRock Inc. | 5,302,759 | $1.48B | 0.03% | −774,552−12.7% | Reduced |
| FMR LLC | 2,671,896 | $746.3M | 0.05% | −493,387−15.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,589,793 | $723.3M | 1.77% | +233,242+9.9% | Added |
| Janus Henderson Group PLC | 2,542,185 | $710.0M | 0.38% | −33,530−1.3% | Reduced |
| Price T Rowe Associates Inc | 2,099,916 | $586.5M | 0.07% | −274,885−11.6% | Reduced |
| Boston Partners | 1,887,189 | $526.5M | 0.65% | +121,959+6.9% | Added |
| State Street Corp | 1,702,972 | $475.6M | 0.02% | −7,025−0.4% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,685,070 | $470.6M | 3.82% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 1,663,718 | $459.9M | 1.09% | −33,346−2.0% | Reduced |
| Capital Research Global Investors | 1,577,102 | $440.5M | 0.10% | −20,034−1.3% | Reduced |
| Morgan Stanley | 1,467,007 | $409.7M | 0.03% | +191,111+15.0% | Added |
| Geode Capital Management, LLC | 1,400,357 | $390.5M | 0.03% | +31,684+2.3% | Added |
| Samlyn Capital, LLC | 1,194,715 | $333.7M | 5.74% | +88,635+8.0% | Added |
| JPMorgan Chase & Co | 998,970 | $279.0M | 0.02% | +32,471+3.4% | Added |
| Clarkston Capital Partners, LLC | 992,615 | $277.2M | 5.29% | −340,758−25.6% | Reduced |
| Norges Bank | 928,886 | $259.4M | 0.04% | +9,764+1.1% | Added |
| Bank of New York Mellon Corp | 922,990 | $257.8M | 0.05% | −47,759−4.9% | Reduced |
| Massachusetts Financial Services Co | 884,630 | $247.1M | 0.08% | +90,020+11.3% | Added |
| TD Asset Management Inc | 881,175 | $246.1M | 0.23% | −222,480−20.2% | Reduced |
| Darlington Partners Capital Management, LP | 783,290 | $218.8M | 10.75% | +68,276+9.5% | Added |
| Dimensional Fund Advisors LP | 782,006 | $218.4M | 0.06% | +59,819+8.3% | Added |
| Canada Pension Plan Investment Board | 774,901 | $216.4M | 0.21% | −8,876−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 774,175 | $216.2M | 0.20% | +183,755+31.1% | Added |
| Eminence Capital, LP | 669,251 | $186.9M | 3.01% | −66,615−9.1% | Reduced |
| Eagle Asset Management Inc | 653,223 | $184.3M | 0.99% | −41,599−6.0% | Reduced |
| UBS Asset Management Americas Inc | 655,451 | $183.1M | 0.05% | +112,416+20.7% | Added |
| Epoch Investment Partners, Inc. | 646,340 | $180.5M | 0.82% | −281,029−30.3% | Reduced |
| Voya Investment Management LLC | 611,249 | $170.5M | 0.17% | −25,287−4.0% | Reduced |
| Westfield Capital Management Co LP | 584,601 | $163.3M | 0.80% | +199,374+51.8% | Added |
| Bank of America Corp | 582,022 | $162.6M | 0.02% | +9,892+1.7% | Added |
| HMI Capital Management, L.P. | 569,643 | $159.1M | 6.06% | +198,300+53.4% | Added |
| Junto Capital Management LP | 568,834 | $158.9M | 3.49% | +131,160+30.0% | Added |
| Invesco Ltd. | 567,525 | $158.5M | 0.03% | +151,593+36.4% | Added |
| SurgoCap Partners LP | 546,841 | $152.7M | 8.93% | +24,910+4.8% | Added |
| Wells Fargo & Company | 502,943 | $140.5M | 0.04% | +16,788+3.5% | Added |
| Southpoint Capital Advisors LP | 500,000 | $139.7M | 3.47% | +385,000+334.8% | Added |
| D. E. Shaw & Co., Inc. | 496,378 | $138.6M | 0.19% | −449,661−47.5% | Reduced |
| Fairview Capital Investment Management, LLC | 486,819 | $136.0M | 7.65% | −12,100−2.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 481,791 | $134.6M | 1.32% | +27,500+6.1% | Added |
| American Century Companies Inc | 477,211 | $133.3M | 0.08% | +164,586+52.6% | Added |
| First Pacific Advisors, LP | 458,938 | $128.2M | 1.73% | −884−0.2% | Reduced |
| Northern Trust Corp | 458,564 | $128.1M | 0.02% | +11,688+2.6% | Added |
| Millennium Management LLC | 443,095 | $123.8M | 0.10% | −194,702−30.5% | Reduced |
| Agf Management Ltd | 432,278 | $120.7M | 0.67% | +5,767+1.4% | Added |
| Azora Capital LP | 422,922 | $118.1M | 6.74% | +6,366+1.5% | Added |
| Macquarie Group Ltd | 407,788 | $113.9M | 0.13% | +189,673+87.0% | Added |
| Raymond James & Associates | 394,091 | $110.1M | 0.07% | +20,123+5.4% | Added |
| Alliancebernstein L.P. | 380,490 | $106.3M | 0.04% | −6,040−1.6% | Reduced |
| Citadel Advisors LLC | 356,684 | $99.6M | 0.10% | +36,732+11.5% | Added |
| Legal & General Group Plc | 343,322 | $95.9M | 0.03% | −11,252−3.2% | Reduced |
| Envestnet Asset Management Inc | 328,963 | $91.9M | 0.03% | +1,611+0.5% | Added |
| Franklin Resources Inc | 316,040 | $88.3M | 0.03% | +11,993+3.9% | Added |
| Charles Schwab Investment Management Inc | 311,914 | $87.1M | 0.02% | +11,389+3.8% | Added |
| Goldman Sachs Group Inc | 297,723 | $83.2M | 0.02% | −18,237−5.8% | Reduced |
| Nuveen Asset Management, LLC | 275,856 | $77.0M | 0.02% | −7,957−2.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 273,144 | $76.3M | 1.45% | −57,288−17.3% | Reduced |
| Standard Life Aberdeen plc | 258,964 | $72.3M | 0.14% | −16,477−6.0% | Reduced |
| Man Group plc | 247,977 | $69.3M | 0.18% | +128,638+107.8% | Added |
| Ameriprise Financial Inc | 234,828 | $65.6M | 0.02% | +158,042+205.8% | Added |
| Primecap Management Co | 234,400 | $65.5M | 0.05% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 233,727 | $65.3M | 0.82% | −599−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 227,171 | $63.4M | 0.10% | −59,900−20.9% | Reduced |
| North Peak Capital Management, LLC | 224,731 | $62.8M | 7.37% | −83,148−27.0% | Reduced |
| Holocene Advisors, LP | 221,958 | $62.0M | 0.26% | +221,958 | New |
| Castle Hook Partners LP | 207,774 | $58.0M | 2.01% | +76,137+57.8% | Added |
| HM Payson & Co | 207,475 | $57.9M | 1.05% | +12,347+6.3% | Added |
| Royal Bank of Canada | 192,812 | $53.9M | 0.01% | +20,719+12.0% | Added |
| Amundi | 183,990 | $51.4M | 0.02% | +96,064+109.3% | Added |
| Deutsche Bank AG | 177,024 | $49.4M | 0.02% | −42,444−19.3% | Reduced |
| Commerce Bank | 176,271 | $49.2M | 0.32% | −7,242−3.9% | Reduced |
| Trillium Asset Management, LLC | 174,002 | $48.6M | 1.23% | −10,670−5.8% | Reduced |
| Wellington Management Group LLP | 171,087 | $47.8M | 0.01% | −7,660−4.3% | Reduced |
| Truist Financial Corp | 170,848 | $47.7M | 0.07% | +6,646+4.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 170,627 | $47.7M | 0.04% | −17,156−9.1% | Reduced |
| Employees Retirement System of Texas | 168,400 | $47.0M | 0.44% | −77,600−31.5% | Reduced |
| Victory Capital Management Inc | 167,109 | $46.7M | 0.05% | −8,915−5.1% | Reduced |
| HSBC Holdings PLC | 161,830 | $45.1M | 0.03% | −132,496−45.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 160,464 | $44.8M | 0.19% | −180,058−52.9% | Reduced |
| Buckingham Strategic Partners | 147,846 | $41.3M | 1.08% | +147,846 | New |
| California Public Employees Retirement System | 147,743 | $41.3M | 0.03% | +7,625+5.4% | Added |
| Family Wealth Partners, LLC | 147,288 | $41.1M | 21.35% | +348+0.2% | Added |
| Stifel Financial Corp | 145,023 | $40.5M | 0.05% | +3,283+2.3% | Added |
| Point72 Asset Management, L.P. | 143,229 | $40.0M | 0.13% | +143,229 | New |
| Jackson Square Partners, LLC | 137,689 | $38.5M | 2.35% | −56,277−29.0% | Reduced |
| Pinebridge Investments, L.P. | 131,783 | $36.8M | 0.30% | +9,499+7.8% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 130,000 | $36.3M | 0.14% | +130,000 | New |
| Coronation Fund Managers Ltd. | 129,255 | $36.1M | 2.08% | −168,923−56.7% | Reduced |
| Brandywine Global Investment Management, LLC | 128,763 | $36.0M | 0.27% | +18,834+17.1% | Added |
| Artemis Investment Management LLP | 125,646 | $35.1M | 0.47% | +14,742+13.3% | Added |
| Bamco Inc | 125,641 | $35.1M | 0.10% | +3,603+3.0% | Added |
| UBS Group AG | 121,071 | $33.8M | 0.01% | +46,396+62.1% | Added |
| BNP Paribas Arbitrage, SA | 118,371 | $33.1M | 0.04% | +76,752+184.4% | Added |
| National Pension Service | 113,200 | $31.6M | 0.04% | −2,200−1.9% | Reduced |
| California State Teachers Retirement System | 111,879 | $31.2M | 0.04% | −9,687−8.0% | Reduced |
| Rhumbline Advisers | 105,801 | $29.6M | 0.03% | −2,838−2.6% | Reduced |
| Panagora Asset Management Inc | 105,434 | $29.4M | 0.15% | −66,092−38.5% | Reduced |
| Comerica Bank | 102,696 | $28.7M | 0.12% | +23,653+29.9% | Added |
| Waratah Capital Advisors Ltd. | 102,017 | $28.5M | 1.72% | −58,374−36.4% | Reduced |
| LPL Financial LLC | 100,458 | $28.1M | 0.01% | +11,882+13.4% | Added |