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 |
|---|---|---|---|---|---|
| Machina Capital S.A.S. | 3,104 | $866.9K | 0.39% | +3,104 | New |
| CAPROCK Group, Inc. | 3,105 | $867.4K | 0.04% | +3,105 | New |
| Chiron Investment Management, LLC | 3,150 | $879.8K | 0.35% | +493+18.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $882.9K | 0.01% | +78+2.5% | Added |
| Catalyst Capital Advisors LLC | 3,170 | $885.4K | 0.02% | −250−7.3% | Reduced |
| Point72 (DIFC) Ltd | 3,183 | $889.1K | 0.08% | −6,573−67.4% | Reduced |
| Harvest Fund Management Co., Ltd | 3,203 | $894.0K | 0.06% | +2,704+541.9% | Added |
| Garrett Wealth Advisory Group, LLC | 3,219 | $899.1K | 0.33% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 3,286 | $917.0K | 0.02% | −747−18.5% | Reduced |
| E. Ohman J:or Asset Management AB | 3,300 | $921.7K | 0.02% | +500+17.9% | Added |
| Qsemble Capital Management, LP | 3,336 | $931.7K | 0.18% | +3,336 | New |
| Yarbrough Capital, LLC | 3,361 | $938.7K | 0.04% | 00.0% | Unchanged |
| Globeflex Capital L P | 3,368 | $940.7K | 0.10% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 3,459 | $966.1K | 0.03% | +56+1.6% | Added |
| Colony Group, LLC | 3,463 | $967.0K | 0.00% | +18+0.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,509 | $980.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,545 | $990.0K | 0.01% | −663−15.8% | Reduced |
| The PNC Financial Services Group, Inc. | 3,565 | $995.8K | 0.00% | +267+8.1% | Added |
| Mutual of America Capital Management LLC | 3,567 | $996.3K | 0.01% | +3,567 | New |
| LVW Advisors, LLC | 3,589 | $1.00M | 0.15% | +344+10.6% | Added |
| Fulton Bank, N.A. | 3,630 | $1.01M | 0.04% | −8−0.2% | Reduced |
| First Hawaiian Bank | 3,655 | $1.02M | 0.03% | −1,945−34.7% | Reduced |
| Belpointe Asset Management LLC | 3,669 | $1.02M | 0.07% | +1,700+86.3% | Added |
| Pittenger & Anderson Inc | 3,672 | $1.03M | 0.04% | +205+5.9% | Added |
| Jefferies Financial Group Inc. | 3,742 | $1.05M | 0.02% | +3,742 | New |
| Independent Advisor Alliance | 3,750 | $1.05M | 0.04% | −215−5.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,817 | $1.07M | 0.04% | −3,085−44.7% | Reduced |
| Walleye Capital LLC | 3,826 | $1.07M | 0.01% | −26,521−87.4% | Reduced |
| Toroso Investments, LLC | 3,853 | $1.08M | 0.01% | +2,309+149.5% | Added |
| Nebula Research & Development LLC | 3,884 | $1.08M | 0.18% | +273+7.6% | Added |
| Harbor Capital Advisors, Inc. | 3,886 | $1.08M | 0.08% | +2,852+275.8% | Added |
| Gateway Investment Advisers LLC | 3,890 | $1.09M | 0.01% | −1,189−23.4% | Reduced |
| Resources Investment Advisors, LLC. | 3,974 | $1.11M | 0.01% | +98+2.5% | Added |
| Verition Fund Management LLC | 4,000 | $1.12M | 0.01% | +2,467+160.9% | Added |
| Eqis Capital Management, Inc. | 4,056 | $1.13M | 0.09% | −773−16.0% | Reduced |
| Vestcor Inc | 4,061 | $1.13M | 0.04% | 00.0% | Unchanged |
| Castleark Management LLC | 4,065 | $1.14M | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,063 | $1.14M | 0.02% | +689+20.4% | Added |
| Schroder Investment Management Group | 4,080 | $1.14M | 0.00% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 4,140 | $1.16M | 0.02% | +300+7.8% | Added |
| Cerity Partners LLC | 4,181 | $1.17M | 0.00% | −9,128−68.6% | Reduced |
| Axq Capital, LP | 4,193 | $1.17M | 0.27% | +2,976+244.5% | Added |
| Future Fund LLC | 4,292 | $1.21M | 3.04% | +2,900+208.3% | Added |
| Ossiam | 4,409 | $1.23M | 0.02% | +773+21.3% | Added |
| M&T Bank Corp | 4,415 | $1.23M | 0.00% | +208+4.9% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,401 | $1.24M | 0.10% | +1,189+37.0% | Added |
| Aureus Asset Management, LLC | 4,455 | $1.24M | 0.09% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,473 | $1.25M | 0.03% | −10,014−69.1% | Reduced |
| Wealthfront Advisers LLC | 4,485 | $1.25M | 0.00% | +2,933+189.0% | Added |
| Creative Planning | 4,574 | $1.28M | 0.00% | +586+14.7% | Added |
| SkyView Investment Advisors, LLC | 4,704 | $1.31M | 0.23% | +38+0.8% | Added |
| Cresset Asset Management, LLC | 4,755 | $1.33M | 0.01% | +408+9.4% | Added |
| Brinker Capital Investments, LLC | 4,762 | $1.33M | 0.01% | +86+1.8% | Added |
| Orion Portfolio Solutions, LLC | 4,762 | $1.33M | 0.01% | +86+1.8% | Added |
| MetLife Investment Management | 4,785 | $1.34M | 0.01% | +201+4.4% | Added |
| SG Americas Securities, LLC | 4,846 | $1.35M | 0.01% | +3,759+345.8% | Added |
| Navellier & Associates Inc | 4,874 | $1.36M | 0.16% | −114−2.3% | Reduced |
| Bank of Nova Scotia | 4,880 | $1.36M | 0.00% | −56−1.1% | Reduced |
| TrinityPoint Wealth, LLC | 4,957 | $1.38M | 0.22% | +4,957 | New |
| Raymond James Trust N.A. | 4,981 | $1.39M | 0.03% | −950−16.0% | Reduced |
| WMS Partners, LLC | 5,000 | $1.40M | 0.09% | +5,000 | New |
| Amalgamated Bank | 5,030 | $1.41M | 0.01% | −2,299−31.4% | Reduced |
| Credit Agricole S A | 5,032 | $1.41M | 0.01% | +5,032 | New |
| MBB Public Markets I LLC | 5,131 | $1.43M | 0.03% | +4,364+569.0% | Added |
| Advisor OS, LLC | 5,143 | $1.44M | 0.16% | −26−0.5% | Reduced |
| Dana Investment Advisors, Inc. | 5,159 | $1.44M | 0.05% | −22−0.4% | Reduced |
| Mercer Global Advisors Inc | 3,922 | $1.45M | 0.00% | −796−16.9% | Reduced |
| Bleakley Financial Group, LLC | 5,271 | $1.47M | 0.04% | +93+1.8% | Added |
| Knollwood Investment Advisory, LLC | 5,275 | $1.47M | 0.16% | +5,275 | New |
| Donoghue Forlines LLC | 5,287 | $1.48M | 0.42% | +5,287 | New |
| Kovitz Investment Group Partners, LLC | 5,402 | $1.51M | 0.01% | +5,402 | New |
| Two Sigma Investments, LP | 5,500 | $1.54M | 0.00% | −203−3.6% | Reduced |
| Acadian Asset Management LLC | 5,551 | $1.55M | 0.00% | +398+7.7% | Added |
| Foresight Global Investors, Inc. | 5,549 | $1.55M | 0.74% | 00.0% | Unchanged |
| Ostrum Asset Management | 5,562 | $1.55M | 0.14% | −433−7.2% | Reduced |
| Commonwealth Equity Services, LLC | 5,670 | $1.58M | 0.00% | +197+3.6% | Added |
| FORA Capital, LLC | 5,675 | $1.59M | 0.19% | −227−3.8% | Reduced |
| Yorktown Management & Research Co Inc | 5,690 | $1.59M | 1.71% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 6,146 | $1.62M | 0.45% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 5,860 | $1.64M | 0.01% | +56+1.0% | Added |
| Ethic Inc. | 5,908 | $1.65M | 0.04% | +751+14.6% | Added |
| Maryland State Retirement & Pension System | 5,954 | $1.66M | 0.03% | 00.0% | Unchanged |
| Aquila Investment Management LLC | 6,000 | $1.68M | 1.57% | 00.0% | Unchanged |
| Nordea Investment Management AB | 6,131 | $1.70M | 0.00% | +262+4.5% | Added |
| MAI Capital Management | 6,100 | $1.70M | 0.02% | +24+0.4% | Added |
| Nisa Investment Advisors, LLC | 6,300 | $1.76M | 0.01% | +2,061+48.6% | Added |
| Neuberger Berman Group LLC | 6,365 | $1.78M | 0.00% | −667−9.5% | Reduced |
| Point72 Hong Kong Ltd | 6,406 | $1.79M | 0.11% | −6,482−50.3% | Reduced |
| Gulf International Bank (UK) Ltd | 6,410 | $1.79M | 0.05% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 6,412 | $1.79M | 0.07% | +1,834+40.1% | Added |
| Kestra Advisory Services, LLC | 6,537 | $1.83M | 0.01% | +174+2.7% | Added |
| BlueMar Capital Management, LLC | 6,580 | $1.84M | 3.83% | −5,651−46.2% | Reduced |
| Sterling Group Wealth Management, LLC | 6,629 | $1.85M | 1.06% | +6,629 | New |
| Simplicity Wealth,LLC | 6,653 | $1.86M | 0.04% | +109+1.7% | Added |
| Pitcairn Co | 6,792 | $1.90M | 0.12% | +107+1.6% | Added |
| Garrett Investment Advisors LLC | 7,105 | $1.98M | 0.23% | +301+4.4% | Added |
| Robeco Institutional Asset Management B.V. | 7,227 | $2.02M | 0.00% | +586+8.8% | Added |
| CIBC Private Wealth Group, LLC | 7,698 | $2.10M | 0.00% | −1,862−19.5% | Reduced |
| Clark Capital Management Group, Inc. | 7,518 | $2.10M | 0.02% | +1,811+31.7% | Added |
| Aquatic Capital Management LLC | 7,520 | $2.10M | 0.08% | +7,520 | New |