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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 216 | $60.3K | 0.01% | +78+56.5% | Added |
| J.Safra Asset Management Corp | 222 | $62.0K | 0.01% | +191+616.1% | Added |
| Smartleaf Asset Management LLC | 225 | $62.2K | 0.01% | +144+177.8% | Added |
| Global Retirement Partners, LLC | 240 | $67.1K | 0.00% | −36−13.0% | Reduced |
| Central Pacific Bank - Trust Division | 272 | $76.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 291 | $81.3K | 0.00% | −77−20.9% | Reduced |
| Benjamin Edwards Inc | 298 | $83.0K | 0.02% | +24+8.8% | Added |
| Alta Advisers Ltd | 300 | $83.8K | 0.04% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 315 | $88.0K | 0.02% | −71−18.4% | Reduced |
| Quarry LP | 327 | $91.3K | 0.04% | +102+45.3% | Added |
| PEAK6 Investments LLC | 333 | $93.0K | 0.00% | −751−69.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 349 | $97.0K | 0.00% | +15+4.5% | Added |
| Penserra Capital Management LLC | 350 | $98.0K | 0.00% | −2−0.6% | Reduced |
| IFP Advisors, Inc | 353 | $98.6K | 0.00% | +22+6.6% | Added |
| Central Trust Co | 367 | $102.5K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 400 | $111.7K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 416 | $117.3K | 0.01% | +262+170.1% | Added |
| State of Wyoming | 450 | $125.7K | 0.02% | +450 | New |
| Asset Dedication, LLC | 452 | $126.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 455 | $127.1K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 485 | $128.1K | 0.00% | +358+281.9% | Added |
| Allworth Financial LP | 614 | $129.9K | 0.00% | +78+14.6% | Added |
| Private Trust Co NA | 475 | $132.7K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 506 | $141.3K | 0.01% | +1+0.2% | Added |
| Tyler-Stone Wealth Management | 518 | $144.8K | 0.06% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 555 | $155.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 573 | $160.0K | 0.00% | +567+9,450.0% | Added |
| United Community Bank | 615 | $171.8K | 0.07% | −15−2.4% | Reduced |
| TD Waterhouse Canada Inc. | 622 | $175.4K | 0.00% | +86+16.0% | Added |
| Ci Investments Inc. | 641 | $179.0K | 0.00% | +59+10.1% | Added |
| Assetmark, Inc | 641 | $179.1K | 0.00% | +69+12.1% | Added |
| Tower Research Capital LLC (TRC) | 669 | $186.9K | 0.00% | −704−51.3% | Reduced |
| Carr Financial Group Corp | 725 | $202.5K | 0.06% | +725 | New |
| Catalytic Wealth RIA, LLC | 728 | $203.3K | 0.04% | +728 | New |
| Koshinski Asset Management, Inc. | 747 | $204.1K | 0.02% | −234−23.9% | Reduced |
| IFG Advisory, LLC | 733 | $204.8K | 0.01% | +733 | New |
| Corton Capital Inc. | 735 | $205.3K | 0.11% | +735 | New |
| ASB Consultores, LLC | 736 | $205.6K | 0.07% | −642−46.6% | Reduced |
| Hill Investment Group Partners, LLC | 940 | $207.3K | 0.03% | +14+1.5% | Added |
| Waddell & Associates, LLC | 746 | $208.4K | 0.03% | +746 | New |
| De Burlo Group Inc | 750 | $209.5K | 0.03% | +750 | New |
| Eagle Bay Advisors LLC | 754 | $210.6K | 0.13% | −36−4.6% | Reduced |
| Systematic Alpha Investments, LLC | 760 | $212.3K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 773 | $216.0K | 0.01% | +773 | New |
| Cigna Investments Inc | 782 | $219.0K | 0.04% | −17−2.1% | Reduced |
| Kolinsky Wealth Management, LLC | 791 | $220.9K | 0.16% | +791 | New |
| ZWJ Investment Counsel Inc | 796 | $222.3K | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 799 | $223.2K | 0.01% | +799 | New |
| International Assets Investment Management, LLC | 799 | $223.2K | 0.02% | +799 | New |
| RMB Capital Management, LLC | 799 | $223.2K | 0.01% | +1+0.1% | Added |
| EP Wealth Advisors, LLC | 813 | $227.0K | 0.00% | +813 | New |
| Portside Wealth Group, LLC | 822 | $229.6K | 0.04% | +822 | New |
| Berger Financial Group, Inc | 823 | $229.9K | 0.02% | +13+1.6% | Added |
| Teza Capital Management LLC | 831 | $232.1K | 0.03% | +831 | New |
| Mather Group, LLC. | 892 | $235.7K | 0.00% | +12+1.4% | Added |
| Perigon Wealth Management, LLC | 845 | $236.0K | 0.01% | −25−2.9% | Reduced |
| Sequoia Financial Advisors, LLC | 857 | $239.5K | 0.00% | +71+9.0% | Added |
| TSFG, LLC | 863 | $241.0K | 0.06% | +1+0.1% | Added |
| V-Square Quantitative Management LLC | 865 | $241.6K | 0.04% | +2+0.2% | Added |
| Lindbrook Capital, LLC | 872 | $243.6K | 0.02% | +3+0.3% | Added |
| Quent Capital, LLC | 876 | $244.5K | 0.03% | +1+0.1% | Added |
| GeoWealth Management, LLC | 888 | $248.0K | 0.01% | +114+14.7% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 880 | $248.2K | 0.14% | +880 | New |
| Metis Global Partners, LLC | 899 | $251.1K | 0.01% | −63−6.5% | Reduced |
| Kestra Private Wealth Services, LLC | 900 | $251.4K | 0.01% | −54−5.7% | Reduced |
| National Asset Management, Inc. | 900 | $251.4K | 0.01% | −1,311−59.3% | Reduced |
| Intrust Bank NA | 915 | $255.6K | 0.03% | −34−3.6% | Reduced |
| Elgethun Capital Management | 958 | $267.6K | 0.07% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 962 | $268.6K | 0.07% | +33+3.6% | Added |
| Plato Investment Management Ltd | 980 | $273.7K | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 998 | $278.7K | 0.02% | −116−10.4% | Reduced |
| Stephens Inc | 1,002 | $280.0K | 0.00% | +156+18.4% | Added |
| Forum Financial Management, LP | 1,013 | $282.9K | 0.01% | +4+0.4% | Added |
| Rakuten Investment Management, Inc. | 1,024 | $283.0K | 0.00% | +370+56.6% | Added |
| Concurrent Investment Advisors, LLC | 1,026 | $286.7K | 0.01% | +1,026 | New |
| Apollon Wealth Management, LLC | 1,035 | $289.1K | 0.01% | +16+1.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,040 | $290.5K | 0.01% | −50−4.6% | Reduced |
| Alera Investment Advisors, LLC | 1,057 | $295.2K | 0.04% | −1,597−60.2% | Reduced |
| Foguth Wealth Management, LLC. | 1,084 | $302.9K | 0.13% | +1,084 | New |
| McMahon Financial Advisors, LLC | 1,105 | $308.6K | 0.07% | −1,375−55.4% | Reduced |
| OneAscent Financial Services LLC | 1,111 | $310.0K | 0.04% | −23−2.0% | Reduced |
| Brown Financial Advisors | 1,111 | $310.2K | 0.14% | +1,111 | New |
| Bridges Investment Management Inc | 1,148 | $320.6K | 0.00% | +1,148 | New |
| Cetera Trust Company, N.A | 1,160 | $324.0K | 0.20% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,175 | $328.0K | 0.01% | −259−18.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,180 | $329.6K | 0.00% | +1,180 | New |
| LRI Investments, LLC | 1,184 | $330.6K | 0.04% | +1,139+2,531.1% | Added |
| Schechter Investment Advisors, LLC | 1,205 | $336.6K | 0.03% | +167+16.1% | Added |
| CWM, LLC | 1,205 | $337.0K | 0.00% | +108+9.8% | Added |
| EverSource Wealth Advisors, LLC | 1,523 | $337.4K | 0.02% | −150−9.0% | Reduced |
| Beacon Pointe Advisors, LLC | 1,220 | $340.6K | 0.00% | −280−18.7% | Reduced |
| Boothbay Fund Management, LLC | 1,221 | $341.0K | 0.01% | −471−27.8% | Reduced |
| First County Bank | 1,222 | $341.3K | 0.18% | −88−6.7% | Reduced |
| HB Wealth Management, LLC | 1,222 | $341.3K | 0.00% | +1,222 | New |
| Gibbs Wealth Management | 1,244 | $347.4K | 0.14% | +1,244 | New |
| Capstone Investment Advisors, LLC | 1,246 | $348.0K | 0.01% | +480+62.7% | Added |
| ProShare Advisors LLC | 1,266 | $353.6K | 0.00% | −560−30.7% | Reduced |
| Thrive Wealth Management, LLC | 1,301 | $363.4K | 0.07% | +141+12.2% | Added |
| Transcend Wealth Collective, LLC | 1,301 | $363.4K | 0.03% | +478+58.1% | Added |
| Alps Advisors Inc | 1,309 | $365.6K | 0.00% | −6−0.5% | Reduced |