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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 7,559 | $2.11M | 0.24% | −3,494−31.6% | Reduced |
| Martingale Asset Management L P | 7,697 | $2.15M | 0.05% | +7,697 | New |
| Public Employees Retirement Association of Colorado | 7,703 | $2.15M | 0.01% | −403−5.0% | Reduced |
| JustInvest LLC | 7,875 | $2.18M | 0.04% | +74+0.9% | Added |
| Park Avenue Securities LLC | 7,899 | $2.21M | 0.03% | +513+6.9% | Added |
| Prudential Financial Inc | 7,962 | $2.22M | 0.00% | +624+8.5% | Added |
| Candriam Luxembourg S.C.A. | 8,110 | $2.27M | 0.01% | +1,837+29.3% | Added |
| Oliver Luxxe Assets LLC | 8,229 | $2.30M | 0.49% | +64+0.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 8,276 | $2.31M | 0.21% | −533−6.1% | Reduced |
| Laurion Capital Management LP | 8,295 | $2.32M | 0.08% | −592−6.7% | Reduced |
| Anchor Investment Management, LLC | 8,365 | $2.34M | 0.24% | +664+8.6% | Added |
| DekaBank Deutsche Girozentrale | 8,587 | $2.38M | 0.00% | −40−0.5% | Reduced |
| Sumitomo Life Insurance Co | 8,614 | $2.41M | 0.06% | +631+7.9% | Added |
| Flynn Zito Capital Management, LLC | 8,634 | $2.41M | 1.23% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 8,708 | $2.43M | 0.01% | +33+0.4% | Added |
| CIBC Asset Management Inc | 8,807 | $2.46M | 0.01% | −1,644−15.7% | Reduced |
| Caldwell Trust Co | 8,817 | $2.46M | 0.27% | −338−3.7% | Reduced |
| Nissay Asset Management Corp | 8,888 | $2.48M | 0.02% | +62+0.7% | Added |
| Crossmark Global Holdings, Inc. | 9,013 | $2.52M | 0.05% | +4,838+115.9% | Added |
| ExodusPoint Capital Management, LP | 9,039 | $2.52M | 0.03% | +9,039 | New |
| Beacon Investment Advisors LLC | 9,234 | $2.58M | 1.32% | +30.0% | Added |
| TownSquare Capital, LLC | 9,236 | $2.58M | 0.04% | +3,719+67.4% | Added |
| Monument Capital Management | 9,409 | $2.63M | 0.77% | +255+2.8% | Added |
| Empowered Funds, LLC | 9,583 | $2.68M | 0.05% | +4,794+100.1% | Added |
| Public Sector Pension Investment Board | 9,765 | $2.73M | 0.02% | −441−4.3% | Reduced |
| Advisor Group Holdings, Inc. | 9,944 | $2.78M | 0.01% | +920+10.2% | Added |
| Retirement Capital Strategies | 10,041 | $2.80M | 1.12% | −70−0.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,313 | $2.85M | 0.01% | −1,882−15.4% | Reduced |
| Advisory Services Network, LLC | 10,263 | $2.87M | 0.06% | +2,136+26.3% | Added |
| Daiwa Securities Group Inc. | 10,521 | $2.94M | 0.02% | +2,081+24.7% | Added |
| Symphony Financial, Ltd. Co. | 10,753 | $2.97M | 0.54% | +10.0% | Added |
| Mackenzie Financial Corp | 10,696 | $2.99M | 0.00% | +278+2.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,769 | $3.01M | 0.00% | +798+8.0% | Added |
| Bridgewater Associates, LP | 10,850 | $3.03M | 0.02% | +2,728+33.6% | Added |
| APG Asset Management N.V. | 11,665 | $3.04M | 0.01% | +8,800+307.2% | Added |
| TD Private Client Wealth LLC | 10,886 | $3.04M | 0.10% | −3,291−23.2% | Reduced |
| United Asset Strategies, Inc. | 10,944 | $3.06M | 0.30% | +10,944 | New |
| Bridgeway Capital Management, LLC | 11,320 | $3.16M | 0.07% | 00.0% | Unchanged |
| Omers Administration Corp | 11,417 | $3.19M | 0.03% | +11,417 | New |
| DnB Asset Management AS | 11,488 | $3.21M | 0.02% | +213+1.9% | Added |
| Annex Advisory Services, LLC | 11,550 | $3.23M | 0.11% | −68−0.6% | Reduced |
| Hennessy Advisors Inc | 11,600 | $3.24M | 0.12% | −200−1.7% | Reduced |
| Jump Financial, LLC | 11,706 | $3.27M | 0.07% | +11,706 | New |
| Whittier Trust Co of Nevada Inc | 11,837 | $3.31M | 0.09% | +638+5.7% | Added |
| HighTower Advisors, LLC | 11,860 | $3.31M | 0.01% | +105+0.9% | Added |
| Tredje AP-fonden | 11,889 | $3.32M | 0.03% | −186−1.5% | Reduced |
| Jane Street Group, LLC | 12,044 | $3.36M | 0.00% | −16,320−57.5% | Reduced |
| Utah Retirement Systems | 12,217 | $3.41M | 0.04% | −900−6.9% | Reduced |
| KBC Group NV | 12,270 | $3.43M | 0.01% | −43,395−78.0% | Reduced |
| Sanctuary Advisors, LLC | 13,060 | $3.48M | 0.03% | +13,060 | New |
| CIBC World Markets Inc. | 12,504 | $3.49M | 0.01% | +100+0.8% | Added |
| Silvant Capital Management LLC | 12,746 | $3.56M | 0.16% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 13,138 | $3.67M | 0.08% | +2,859+27.8% | Added |
| Neo Ivy Capital Management | 13,248 | $3.70M | 0.73% | +13,248 | New |
| Xponance, Inc. | 13,301 | $3.71M | 0.04% | −135−1.0% | Reduced |
| Cornerstone Wealth Management, LLC | 13,544 | $3.78M | 0.29% | −2,147−13.7% | Reduced |
| Federated Hermes, Inc. | 13,585 | $3.79M | 0.01% | +2,616+23.8% | Added |
| Swedbank AB | 13,709 | $3.83M | 0.01% | −100−0.7% | Reduced |
| Shepherd Financial Partners LLC | 13,755 | $3.84M | 0.50% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 13,844 | $3.87M | 0.07% | +2,179+18.7% | Added |
| Susquehanna International Group, LLP | 13,909 | $3.88M | 0.01% | +1,912+15.9% | Added |
| James Investment Research Inc | 13,966 | $3.90M | 0.46% | −731−5.0% | Reduced |
| Prana Capital Management, LP | 13,987 | $3.91M | 0.19% | +13,987 | New |
| British Columbia Investment Management Corp | 14,261 | $3.98M | 0.02% | +5,232+57.9% | Added |
| Palestra Capital Management LLC | 14,362 | $4.01M | 0.16% | +6,162+75.1% | Added |
| Cetera Investment Advisers | 14,439 | $4.03M | 0.01% | +805+5.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,510 | $4.05M | 0.01% | −942−6.1% | Reduced |
| Eagle Rock Investment Company, LLC | 14,731 | $4.11M | 0.74% | −382−2.5% | Reduced |
| Lecap Asset Management Ltd | 14,950 | $4.18M | 0.90% | +14,950 | New |
| Skandinaviska Enskilda Banken AB (publ) | 15,094 | $4.22M | 0.02% | +20.0% | Added |
| Knights of Columbus Asset Advisors LLC | 15,164 | $4.24M | 0.28% | +80+0.5% | Added |
| Argent Capital Management LLC | 15,165 | $4.24M | 0.12% | +11,915+366.6% | Added |
| Forsta Ap-Fonden | 15,300 | $4.27M | 0.04% | −12,900−45.7% | Reduced |
| Northwest Financial Advisors | 15,413 | $4.30M | 4.38% | +16+0.1% | Added |
| Captrust Financial Advisors | 15,508 | $4.33M | 0.01% | +160+1.0% | Added |
| IFM Investors Pty Ltd | 15,573 | $4.35M | 0.04% | 00.0% | Unchanged |
| Twinbeech Capital LP | 15,812 | $4.42M | 0.09% | +15,812 | New |
| O'Shaughnessy Asset Management, LLC | 15,818 | $4.42M | 0.05% | +300+1.9% | Added |
| Mariner, LLC | 16,072 | $4.49M | 0.01% | +645+4.2% | Added |
| Handelsbanken Fonder AB | 16,181 | $4.52M | 0.02% | −100−0.6% | Reduced |
| Gradient Investments LLC | 16,370 | $4.57M | 0.10% | −95−0.6% | Reduced |
| MML Investors Services, LLC | 16,581 | $4.63M | 0.02% | −1,472−8.2% | Reduced |
| Atria Investments LLC | 16,733 | $4.67M | 0.06% | +4,548+37.3% | Added |
| Illinois Municipal Retirement Fund | 17,742 | $4.96M | 0.08% | 00.0% | Unchanged |
| Capital World Investors | 17,807 | $4.97M | 0.00% | +17,807 | New |
| Vestmark Advisory Solutions, Inc. | 19,100 | $5.33M | 0.22% | +574+3.1% | Added |
| NewEdge Wealth, LLC | 19,375 | $5.41M | 0.12% | −37,716−66.1% | Reduced |
| DRW Securities, LLC | 19,400 | $5.42M | 0.33% | +19,400 | New |
| Point72 Europe (London) LLP | 19,600 | $5.47M | 0.46% | +19,600 | New |
| Swiss Life Asset Management Ltd | 19,603 | $5.48M | 0.06% | +19,603 | New |
| Storebrand Asset Management AS | 20,444 | $5.71M | 0.02% | −8,595−29.6% | Reduced |
| Arizona State Retirement System | 20,453 | $5.71M | 0.04% | −346−1.7% | Reduced |
| Winthrop Advisory Group LLC | 20,783 | $5.80M | 0.79% | 00.0% | Unchanged |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 20,900 | $5.84M | 0.07% | +20,900 | New |
| US Bancorp | 21,278 | $5.94M | 0.01% | +93+0.4% | Added |
| Bullseye Asset Management LLC | 21,527 | $6.01M | 2.94% | −1,000−4.4% | Reduced |
| Whittier Trust Co | 21,758 | $6.08M | 0.09% | +1,096+5.3% | Added |
| Principal Financial Group Inc | 21,974 | $6.14M | 0.00% | +7,112+47.9% | Added |
| Strategic Global Advisors, LLC | 22,074 | $6.17M | 1.29% | +12,143+122.3% | Added |
| Van Eck Associates Corp | 22,566 | $6.30M | 0.01% | −1,023−4.3% | Reduced |