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 |
|---|---|---|---|---|---|
| Great Diamond Partners, LLC | 1,316 | $367.6K | 0.09% | −95−6.7% | Reduced |
| Symmetry Partners, LLC | 1,324 | $370.0K | 0.02% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 1,339 | $373.9K | 0.21% | +1+0.1% | Added |
| Cynosure Management, LLC | 1,339 | $374.0K | 0.06% | +175+15.0% | Added |
| Thoroughbred Financial Services, LLC | 1,359 | $379.0K | 0.03% | +1,359 | New |
| Veriti Management LLC | 1,357 | $379.1K | 0.02% | +1,357 | New |
| Legacy Financial Group LLC | 1,366 | $381.5K | 0.08% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,373 | $383.0K | 0.03% | +50+3.8% | Added |
| Coldstream Capital Management Inc | 1,372 | $383.2K | 0.01% | +14+1.0% | Added |
| Oak Thistle LLC | 1,391 | $388.5K | 0.29% | −526−27.4% | Reduced |
| State of Michigan Retirement System | 1,400 | $391.0K | 0.00% | −300−17.6% | Reduced |
| Wealth Alliance | 1,419 | $396.3K | 0.05% | +2+0.1% | Added |
| Hallmark Capital Management Inc | 1,436 | $401.1K | 0.03% | −126−8.1% | Reduced |
| Axxcess Wealth Management, LLC | 1,454 | $406.2K | 0.01% | −763−34.4% | Reduced |
| Corebridge Financial, Inc. | 1,481 | $413.6K | 0.00% | +1,481 | New |
| Signaturefd, LLC | 1,482 | $413.9K | 0.01% | +82+5.9% | Added |
| RSM US Wealth Management LLC | 1,474 | $415.1K | 0.01% | +1,474 | New |
| DGS Capital Management, LLC | 1,508 | $421.2K | 0.12% | −117−7.2% | Reduced |
| Fox Run Management, L.L.C. | 1,512 | $422.3K | 0.08% | −1,557−50.7% | Reduced |
| Ironwood Investment Counsel, LLC | 1,520 | $424.5K | 0.08% | −525−25.7% | Reduced |
| MJP Associates Inc | 1,522 | $425.1K | 0.09% | +77+5.3% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,537 | $429.4K | 0.12% | +1+0.1% | Added |
| Pzena Investment Management LLC | 1,541 | $430.4K | 0.00% | +522+51.2% | Added |
| Wetherby Asset Management Inc | 1,559 | $435.4K | 0.02% | +5+0.3% | Added |
| Pennsylvania Capital Management Inc | 1,572 | $439.1K | 0.17% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 1,579 | $441.0K | 0.01% | +757+92.1% | Added |
| Unique Wealth Strategies, LLC | 1,673 | $442.1K | 0.21% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,593 | $444.9K | 0.01% | +1,186+291.4% | Added |
| Bessemer Group Inc | 1,599 | $446.0K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,597 | $446.1K | 0.00% | +61+4.0% | Added |
| UniSuper Management Pty Ltd | 1,600 | $446.9K | 0.00% | +500+45.5% | Added |
| Cullen/Frost Bankers, Inc. | 1,609 | $449.4K | 0.01% | +9+0.6% | Added |
| Mattson Financial Services, LLC | 1,612 | $450.2K | 0.16% | +1,612 | New |
| National Bank of Canada | 1,604 | $452.2K | 0.00% | −118,168−98.7% | Reduced |
| Yousif Capital Management, LLC | 1,647 | $460.0K | 0.01% | −46−2.7% | Reduced |
| Sanchez Wealth Management Group | 1,649 | $460.5K | 0.15% | +2+0.1% | Added |
| Diversify Advisory Services, LLC | 1,695 | $463.2K | 0.03% | +1,695 | New |
| Investment Management Corp of Ontario | 1,661 | $463.9K | 0.01% | +400+31.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,665 | $465.0K | 0.00% | +80+5.0% | Added |
| New York State Teachers Retirement System | 1,713 | $478.0K | 0.00% | +1,125+191.3% | Added |
| Heritage Wealth Management, LLC | 1,712 | $478.2K | 0.27% | −228−11.8% | Reduced |
| Heritage Family Offices, LLP | 1,712 | $478.2K | 0.27% | +1,712 | New |
| Moran Wealth Management, LLC | 1,715 | $479.0K | 0.02% | +547+46.8% | Added |
| United Capital Financial Advisers, LLC | 1,734 | $484.3K | 0.00% | −128−6.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,756 | $490.0K | 0.00% | +58+3.4% | Added |
| Applied Finance Capital Management, LLC | 1,757 | $490.7K | 0.02% | +1,757 | New |
| AE Wealth Management LLC | 1,758 | $491.0K | 0.00% | +1,758 | New |
| Ieq Capital, LLC | 1,784 | $498.4K | 0.01% | −14−0.8% | Reduced |
| Savant Capital, LLC | 1,794 | $501.1K | 0.01% | −12−0.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,800 | $502.7K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,923 | $507.0K | 0.03% | +210+12.3% | Added |
| Hunting Hill Global Capital, LLC | 1,871 | $522.6K | 0.26% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,395 | $531.0K | 0.03% | +170+7.6% | Added |
| Mount Yale Investment Advisors, LLC | 1,952 | $545.2K | 0.04% | +206+11.8% | Added |
| Hamilton Capital Partners Inc. | 1,973 | $551.1K | 0.06% | −310−13.6% | Reduced |
| WJ Wealth Management, LLC | 2,000 | $558.6K | 0.20% | 00.0% | Unchanged |
| Versor Investments LP | 2,000 | $558.6K | 0.10% | +2,000 | New |
| Archer Investment Corp | 2,016 | $563.0K | 0.16% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,022 | $564.7K | 0.00% | +624+44.6% | Added |
| Fiduciary Trust Co | 2,026 | $565.9K | 0.01% | +588+40.9% | Added |
| Vontobel Holding Ltd. | 2,062 | $575.9K | 0.00% | −150−6.8% | Reduced |
| Petrus Trust Company, LTA | 2,066 | $577.0K | 0.05% | +2,066 | New |
| NBC Securities, Inc. | 2,140 | $597.0K | 0.05% | −32−1.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,169 | $605.8K | 0.03% | 00.0% | Unchanged |
| XML Financial, LLC | 2,189 | $611.5K | 0.06% | −25−1.1% | Reduced |
| Concorde Asset Management, LLC | 2,200 | $614.4K | 0.38% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,207 | $616.4K | 0.14% | +2+0.1% | Added |
| Prossimo Advisors, LLC | 2,235 | $624.0K | 0.56% | 00.0% | Unchanged |
| PDT Partners, LLC | 2,247 | $627.6K | 0.06% | −34−1.5% | Reduced |
| London Co of Virginia | 2,270 | $634.0K | 0.00% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 2,297 | $641.6K | 0.00% | +2,297 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,374 | $663.1K | 0.03% | −303−11.3% | Reduced |
| MONECO Advisors, LLC | 2,396 | $669.3K | 0.10% | −20−0.8% | Reduced |
| Sherbrooke Park Advisers LLC | 2,410 | $673.1K | 0.12% | +2,410 | New |
| Parallel Advisors, LLC | 2,434 | $679.8K | 0.02% | +18+0.7% | Added |
| Gladstone Institutional Advisory LLC | 2,467 | $688.9K | 0.04% | −51−2.0% | Reduced |
| Avantax Advisory Services, Inc. | 2,481 | $693.0K | 0.00% | +2,481 | New |
| Old National Bancorp | 2,501 | $698.5K | 0.02% | +2,501 | New |
| Emerald Advisers, LLC | 2,513 | $701.9K | 0.03% | −716−22.2% | Reduced |
| Principal Securities, Inc. | 2,600 | $726.2K | 0.02% | +60+2.4% | Added |
| Proequities, Inc. | 2,607 | $728.1K | 0.05% | −26−1.0% | Reduced |
| Entropy Technologies, LP | 2,620 | $731.8K | 0.08% | +2,620 | New |
| Federation des caisses Desjardins du Quebec | 2,626 | $733.4K | 0.00% | +1,488+130.8% | Added |
| QRG Capital Management, Inc. | 2,660 | $742.9K | 0.01% | −3,317−55.5% | Reduced |
| Advisors Asset Management, Inc. | 2,673 | $746.6K | 0.01% | +738+38.1% | Added |
| Everpar Advisors LLC | 2,736 | $764.2K | 0.38% | +140+5.4% | Added |
| Vinva Investment Management Ltd | 2,785 | $769.8K | 0.04% | +773+38.4% | Added |
| Stratos Wealth Partners, LTD. | 2,818 | $787.3K | 0.01% | +42+1.5% | Added |
| Prudential PLC | 2,857 | $798.0K | 0.01% | −330−10.4% | Reduced |
| Magnetar Financial LLC | 2,860 | $798.8K | 0.02% | −615−17.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,876 | $803.3K | 0.04% | +2,876 | New |
| Pearl River Capital, LLC | 2,912 | $813.3K | 0.13% | +2,912 | New |
| Oppenheimer Asset Management Inc. | 2,935 | $819.7K | 0.01% | +148+5.3% | Added |
| Fortis Capital Advisors, LLC | 2,950 | $823.9K | 0.30% | +981+49.8% | Added |
| Ritholtz Wealth Management | 2,959 | $826.4K | 0.03% | −76−2.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,974 | $831.0K | 0.00% | +312+11.7% | Added |
| Landscape Capital Management, L.L.C. | 2,981 | $832.6K | 0.07% | +2,981 | New |
| Vident Advisory, LLC | 2,981 | $832.6K | 0.02% | −243−7.5% | Reduced |
| IHT Wealth Management, LLC | 2,989 | $834.7K | 0.03% | −25−0.8% | Reduced |
| Quest Partners LLC | 3,014 | $841.8K | 0.11% | +3,014 | New |