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Livermore
Livermore
ZHEN

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.

Q2 2024 vs. Q1 2024

How the institutions holding LPL Financial Holdings Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of LPLA: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders6508677+35
Shares72.7M154.1K72.0M−517.8K (−0.7%)
Value$19.2B$40.7M$20.1B+$947.5M (+4.9%)

8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (101)

Institutions that held LPL Financial Holdings Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Showing the largest 100 of 101 by value.

Institutions new to LPLA in Q2 2024
InstitutionSharesValue% of portfolio
Holocene Advisors, LP221,958$62.0M0.26%
Buckingham Strategic Partners147,846$41.3M1.08%
Point72 Asset Management, L.P.143,229$40.0M0.13%
Viking Global Investors LPSuperinvestorViking Global Investors130,000$36.3M0.14%
Tudor Investment Corp Et Al95,009$26.5M0.30%
Jennison Associates LLC64,955$18.1M0.01%
Cinctive Capital Management LP40,366$11.3M0.61%
2Xideas AG40,181$11.2M1.40%
Rivermont Capital Management LP30,997$8.66M3.71%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)20,900$5.84M0.07%
Swiss Life Asset Management Ltd19,603$5.48M0.06%
Point72 Europe (London) LLP19,600$5.47M0.46%
DRW Securities, LLC19,400$5.42M0.33%
Capital World Investors17,807$4.97M0.00%
Twinbeech Capital LP15,812$4.42M0.09%
Lecap Asset Management Ltd14,950$4.18M0.90%
Prana Capital Management, LP13,987$3.91M0.19%
Neo Ivy Capital Management13,248$3.70M0.73%
Sanctuary Advisors, LLC13,060$3.48M0.03%
Jump Financial, LLC11,706$3.27M0.07%
Omers Administration Corp11,417$3.19M0.03%
United Asset Strategies, Inc.10,944$3.06M0.30%
ExodusPoint Capital Management, LP9,039$2.52M0.03%
Martingale Asset Management L P7,697$2.15M0.05%
Aquatic Capital Management LLC7,520$2.10M0.08%
Sterling Group Wealth Management, LLC6,629$1.85M1.06%
Kovitz Investment Group Partners, LLC5,402$1.51M0.01%
Donoghue Forlines LLC5,287$1.48M0.42%
Knollwood Investment Advisory, LLC5,275$1.47M0.16%
Credit Agricole S A5,032$1.41M0.01%
WMS Partners, LLC5,000$1.40M0.09%
TrinityPoint Wealth, LLC4,957$1.38M0.22%
Jefferies Financial Group Inc.3,742$1.05M0.02%
Mutual of America Capital Management LLC3,567$996.3K0.01%
Qsemble Capital Management, LP3,336$931.7K0.18%
CAPROCK Group, Inc.3,105$867.4K0.04%
Machina Capital S.A.S.3,104$866.9K0.39%
Quest Partners LLC3,014$841.8K0.11%
Landscape Capital Management, L.L.C.2,981$832.6K0.07%
Pearl River Capital, LLC2,912$813.3K0.13%
Wiley Bros.-Aintree Capital, LLC2,876$803.3K0.04%
Entropy Technologies, LP2,620$731.8K0.08%
Old National Bancorp2,501$698.5K0.02%
Avantax Advisory Services, Inc.2,481$693.0K0.00%
Sherbrooke Park Advisers LLC2,410$673.1K0.12%
Impax Asset Management Group plc2,297$641.6K0.00%
Petrus Trust Company, LTA2,066$577.0K0.05%
Versor Investments LP2,000$558.6K0.10%
AE Wealth Management LLC1,758$491.0K0.00%
Applied Finance Capital Management, LLC1,757$490.7K0.02%
Heritage Family Offices, LLP1,712$478.2K0.27%
Diversify Advisory Services, LLC1,695$463.2K0.03%
Mattson Financial Services, LLC1,612$450.2K0.16%
RSM US Wealth Management LLC1,474$415.1K0.01%
Corebridge Financial, Inc.1,481$413.6K0.00%
Veriti Management LLC1,357$379.1K0.02%
Thoroughbred Financial Services, LLC1,359$379.0K0.03%
Gibbs Wealth Management1,244$347.4K0.14%
HB Wealth Management, LLC1,222$341.3K0.00%
Mirae Asset Global ETFs Holdings Ltd.1,180$329.6K0.00%
Bridges Investment Management Inc1,148$320.6K0.00%
Brown Financial Advisors1,111$310.2K0.14%
Foguth Wealth Management, LLC.1,084$302.9K0.13%
Concurrent Investment Advisors, LLC1,026$286.7K0.01%
Hutchens & Kramer Investment Management Group, LLC880$248.2K0.14%
Teza Capital Management LLC831$232.1K0.03%
Portside Wealth Group, LLC822$229.6K0.04%
EP Wealth Advisors, LLC813$227.0K0.00%
Integrated Advisors Network LLC799$223.2K0.01%
International Assets Investment Management, LLC799$223.2K0.02%
Kolinsky Wealth Management, LLC791$220.9K0.16%
Wedbush Securities Inc773$216.0K0.01%
De Burlo Group Inc750$209.5K0.03%
Waddell & Associates, LLC746$208.4K0.03%
Corton Capital Inc.735$205.3K0.11%
IFG Advisory, LLC733$204.8K0.01%
Catalytic Wealth RIA, LLC728$203.3K0.04%
Carr Financial Group Corp725$202.5K0.06%
State of Wyoming450$125.7K0.02%
Key Financial Inc100$27.9K0.01%
Ashton Thomas Private Wealth, LLC90$25.1K0.00%
Opal Wealth Advisors, LLC60$16.8K0.01%
Trust Co of Vermont43$12.0K0.00%
Oakworth Capital, Inc.32$8.94K0.00%
EdgeRock Capital LLC32$8.94K0.01%
Alaska Permanent Fund Corp38$8.42K0.00%
Jones Financial Companies LLLP30$8.38K0.00%
Center for Financial Planning, Inc.30$8.38K0.00%
ESL Trust Services, LLC25$6.98K0.00%
Financial Network Wealth Advisors LLC25$6.98K0.01%
Leonteq Securities AG17$4.75K0.00%
Innealta Capital, LLC12$3.35K0.00%
Lynx Investment Advisory11$3.07K0.00%
Coppell Advisory Solutions LLC8$2.23K0.00%
Triad Wealth Partners, LLC8$2.23K0.00%
Rothschild Investment LLC5$1.40K0.00%
Rakuten Securities, Inc.5$1.40K0.00%
Tucker Asset Management LLC4$1.12K0.00%
Capital Advisors, Ltd. LLC2$1.00K0.00%
GHP Investment Advisors, Inc.3$8380.00%

Sold out (66)

Institutions that held LPL Financial Holdings Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of LPLA in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
ArrowMark Colorado Holdings LLC452,938$119.7M
12 West Capital Management LP30,300$8.01M
Formuepleje A/S26,390$6.97M
Picton Mahoney Asset Management23,628$6.24M
Compagnie Lombard Odier SCmA23,210$6.13M
Phoenix Holdings Ltd.22,867$6.04M
LMR Partners LLP21,772$5.75M
Chilton Investment Co LLC21,178$5.60M
Susquehanna Portfolio Strategies, LLC18,815$4.97M
Hiddenite Capital Partners LP12,900$3.41M
CenterBook Partners LP8,760$2.31M
Otter Creek Advisors, LLC8,741$2.31M
Squarepoint Ops LLC6,991$1.85M
Mirabella Financial Services LLP6,132$1.62M
Quadrature Capital Ltd6,127$1.62M
Headlands Technologies LLC6,081$1.61M
Redwood Investment Management, LLC5,714$1.51M
Edgestream Partners, L.P.4,944$1.31M
Cornercap Investment Counsel Inc4,598$1.21M
HRT Financial LP4,237$1.12M
Seven Eight Capital, LP3,631$959.3K
University of Texas/Texas Am Investment Managment Co3,744$852.2K
Inceptionr LLC3,221$851.0K
Y-Intercept (Hong Kong) Ltd2,451$647.6K
XTX Topco Ltd2,360$623.5K
Genus Capital Management Inc.2,180$576.0K
Scientech Research LLC2,173$574.1K
Lombard Odier Asset Management (Switzerland) SA2,087$551.4K
Dark Forest Capital Management LP2,063$545.0K
AdvisorShares Investments LLC1,900$502.0K
Two Sigma Securities, LLC1,837$485.3K
Alberta Investment Management Corp1,700$449.1K
Balyasny Asset Management LLC1,666$440.2K
Lincoln National Corp1,563$412.8K
Coastal Investment Advisors, Inc.1,517$400.8K
Ontario Teachers Pension Plan Board1,265$334.2K
American International Group, Inc.1,257$332.1K
Magnolia Capital Advisors LLC1,136$298.3K
Quantitative Investment Management, LLC1,059$279.0K
Oxford Asset Management LLP1,012$267.4K
Schwab Charitable Fund1,000$264.2K
Diametric Capital, LP989$261.3K
Point72 Asia (Singapore) Pte. Ltd.985$260.2K
Cornerstone Investment Partners, LLC963$254.4K
Guggenheim Capital LLC875$231.2K
SYSTM Wealth Solutions LLC824$217.8K
J. W. Coons Advisors, LLC770$203.4K
Caisse de Depot Et Placement du Quebec762$201.3K
Quantbot Technologies LP751$198.4K
Northwest & Ethical Investments L.P.600$158.5K
Tidemark, LLC471$124.4K
ICA Group Wealth Management, LLC359$94.8K
Gladius Capital Management LP145$38.3K
Colonial Trust Advisors92$24.3K
Heritage Wealth Advisors88$23.3K
Wetzel Investment Advisors, Inc.52$13.5K
Fernwood Investment Management, LLC37$9.78K
Sofos Investments, Inc.24$6.35K
GoalVest Advisory LLC23$6.08K
Activest Wealth Management23$6.08K
RFP Financial Group LLC21$5.55K
Chilton Capital Management LLC17$4.49K
Macroview Investment Management LLC8$2.14K
Piscataqua Savings Bank7$1.85K
Abound Wealth Management4$1.06K
Tfo-TDC, LLC3$793

Not filed for Q2 2024 yet (8)

Institutions that held LPL Financial Holdings Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LPLA in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG114,521$30.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund19,500$5.15M
Degroof Petercam Asset Management6,000$1.59M
Van Leeuwen & Company, LLC5,900$1.56M
Grey Street Capital, LLC2,859$755.4K
Cipher Capital LP1,912$505.1K
Shell Asset Management Co1,719$480.0K
Handelsinvest Investeringsforvaltning1,651$436.0K