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 |
|---|---|---|---|---|---|
| Mediolanum International Funds Ltd | 25,052 | $6.46M | 0.11% | −1,433−5.4% | Reduced |
| Allianz Asset Management GmbH | 23,565 | $6.58M | 0.01% | +15,691+199.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 24,187 | $6.75M | 0.11% | +22,369+1,230.4% | Added |
| Resona Asset Management Co.,Ltd. | 24,215 | $6.76M | 0.04% | −1,772−6.8% | Reduced |
| Blair William & Co | 24,601 | $6.87M | 0.02% | −686−2.7% | Reduced |
| Winmill & Co. Inc | 24,660 | $6.89M | 2.35% | 00.0% | Unchanged |
| Intech Investment Management LLC | 25,067 | $7.00M | 0.09% | −16,783−40.1% | Reduced |
| Renaissance Technologies LLC | 25,476 | $7.12M | 0.01% | −68,624−72.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,110 | $7.29M | 0.02% | +689+2.7% | Added |
| Private Advisor Group, LLC | 26,822 | $7.49M | 0.05% | +1,739+6.9% | Added |
| KWB Wealth | 28,459 | $7.52M | 1.03% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 27,243 | $7.61M | 0.03% | −16,940−38.3% | Reduced |
| Tobam | 27,767 | $7.75M | 1.22% | −13,835−33.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 28,417 | $7.94M | 0.40% | −169−0.6% | Reduced |
| Nomura Asset Management Co Ltd | 28,963 | $8.09M | 0.03% | −182−0.6% | Reduced |
| Snowden Capital Advisors LLC | 29,348 | $8.20M | 0.24% | +9,362+46.8% | Added |
| Mn Services Vermogensbeheer B.V. | 29,700 | $8.29M | 0.06% | −900−2.9% | Reduced |
| Public Employees Retirement System of Ohio | 30,448 | $8.50M | 0.03% | −6,058−16.6% | Reduced |
| Segment Wealth Management, LLC | 30,832 | $8.61M | 0.64% | +10,451+51.3% | Added |
| Rivermont Capital Management LP | 30,997 | $8.66M | 3.71% | +30,997 | New |
| Asset Management One Co.,Ltd. | 31,027 | $8.67M | 0.03% | −1,211−3.8% | Reduced |
| Brant Point Investment Management LLC | 34,372 | $9.60M | 2.25% | −100−0.3% | Reduced |
| CI Private Wealth, LLC | 35,411 | $9.89M | 0.02% | +458+1.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 35,775 | $9.99M | 0.12% | −1,165−3.2% | Reduced |
| Transform Wealth, LLC | 36,141 | $10.1M | 0.76% | +4,337+13.6% | Added |
| Pictet Asset Management Holding SA | 36,204 | $10.1M | 0.01% | −2,536−6.5% | Reduced |
| Cubist Systematic Strategies, LLC | 36,370 | $10.2M | 0.18% | −12,084−24.9% | Reduced |
| Janney Montgomery Scott LLC | 36,756 | $10.3M | 0.03% | +2,051+5.9% | Added |
| Susquehanna Fundamental Investments, LLC | 37,121 | $10.4M | 0.24% | −606−1.6% | Reduced |
| Channing Capital Management, LLC | 38,514 | $10.8M | 0.30% | +4,468+13.1% | Added |
| 2Xideas AG | 40,181 | $11.2M | 1.40% | +40,181 | New |
| Korea Investment CORP | 40,349 | $11.3M | 0.03% | +10,019+33.0% | Added |
| Cinctive Capital Management LP | 40,366 | $11.3M | 0.61% | +40,366 | New |
| Mawer Investment Management Ltd. | 41,675 | $11.6M | 0.06% | +12,049+40.7% | Added |
| Pathstone Holdings, LLC | 43,153 | $12.1M | 0.05% | +1,121+2.7% | Added |
| Northwestern Mutual Wealth Management Co | 43,175 | $12.1M | 0.01% | +3,390+8.5% | Added |
| AQR Capital Management LLC | 43,901 | $12.2M | 0.02% | −2,999−6.4% | Reduced |
| State of Wisconsin Investment Board | 43,703 | $12.2M | 0.03% | +2,498+6.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 44,115 | $12.3M | 0.02% | +4,784+12.2% | Added |
| Logan Capital Management Inc | 44,608 | $12.5M | 0.54% | −366−0.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 52,640 | $12.6M | 1.05% | +3,173+6.4% | Added |
| Venturi Wealth Management, LLC | 45,252 | $12.6M | 0.75% | +683+1.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 45,688 | $12.8M | 0.03% | −9,422−17.1% | Reduced |
| Icon Advisers Inc | 45,282 | $12.8M | 2.88% | −350−0.8% | Reduced |
| Great West Life Assurance Co | 45,954 | $12.8M | 0.02% | +3,725+8.8% | Added |
| Iridian Asset Management LLC | 46,622 | $13.0M | 2.94% | −13,392−22.3% | Reduced |
| Royal London Asset Management Ltd | 48,544 | $13.6M | 0.03% | −519−1.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 49,367 | $13.8M | 0.11% | +46,930+1,925.7% | Added |
| Treasurer of the State of North Carolina | 50,454 | $14.1M | 0.06% | −1,561−3.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 50,529 | $14.1M | 0.04% | +14,760+41.3% | Added |
| Thornburg Investment Management Inc | 50,683 | $14.1M | 0.20% | −5,088−9.1% | Reduced |
| Russell Investments Group, Ltd. | 52,149 | $14.6M | 0.02% | −23,099−30.7% | Reduced |
| Citigroup Inc | 52,742 | $14.7M | 0.01% | −1,249−2.3% | Reduced |
| New York State Common Retirement Fund | 53,441 | $14.9M | 0.02% | −252−0.5% | Reduced |
| Barclays PLC | 54,069 | $15.1M | 0.01% | −15,396−22.2% | Reduced |
| Fort Washington Investment Advisors Inc | 54,252 | $15.2M | 0.10% | −148−0.3% | Reduced |
| Thrivent Financial for Lutherans | 54,318 | $15.2M | 0.03% | +52,850+3,600.1% | Added |
| Teacher Retirement System of Texas | 54,986 | $15.4M | 0.09% | −2,254−3.9% | Reduced |
| Parnassus Investments | 56,840 | $15.9M | 0.03% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 59,631 | $16.7M | 0.04% | +3,644+6.5% | Added |
| Kames Capital plc | 61,809 | $17.3M | 0.24% | +53,502+644.1% | Added |
| Jennison Associates LLC | 64,955 | $18.1M | 0.01% | +64,955 | New |
| Ensign Peak Advisors, Inc | 75,606 | $21.1M | 0.04% | +27,608+57.5% | Added |
| Bank of Montreal | 75,786 | $21.2M | 0.01% | −94,379−55.5% | Reduced |
| Reinhart Partners, Inc. | 76,848 | $21.5M | 0.89% | +1,013+1.3% | Added |
| State Board of Administration of Florida Retirement System | 78,469 | $21.9M | 0.04% | −17,120−17.9% | Reduced |
| Aviva PLC | 79,128 | $22.1M | 0.06% | +10,255+14.9% | Added |
| SEI Investments Co | 83,278 | $23.3M | 0.03% | −29,976−26.5% | Reduced |
| Danske Bank A/S | 84,184 | $23.5M | 0.09% | +6,509+8.4% | Added |
| Assenagon Asset Management S.A. | 85,914 | $24.0M | 0.06% | +77,169+882.4% | Added |
| Toronto Dominion Bank | 88,953 | $24.8M | 0.04% | +21,740+32.3% | Added |
| First Trust Advisors LP | 89,520 | $25.0M | 0.03% | +54,557+156.0% | Added |
| Heron Bay Capital Management | 89,845 | $25.1M | 5.34% | −84−0.1% | Reduced |
| Tudor Investment Corp Et Al | 95,009 | $26.5M | 0.30% | +95,009 | New |
| Qube Research & Technologies Ltd | 95,374 | $26.6M | 0.05% | −161,157−62.8% | Reduced |
| Brown Brothers Harriman & Co | 95,964 | $26.8M | 0.20% | +15,030+18.6% | Added |
| CIBC World Markets Corp | 97,515 | $27.2M | 0.18% | −1,138−1.2% | Reduced |
| LPL Financial LLC | 100,458 | $28.1M | 0.01% | +11,882+13.4% | Added |
| Waratah Capital Advisors Ltd. | 102,017 | $28.5M | 1.72% | −58,374−36.4% | Reduced |
| Comerica Bank | 102,696 | $28.7M | 0.12% | +23,653+29.9% | Added |
| Panagora Asset Management Inc | 105,434 | $29.4M | 0.15% | −66,092−38.5% | Reduced |
| Rhumbline Advisers | 105,801 | $29.6M | 0.03% | −2,838−2.6% | Reduced |
| California State Teachers Retirement System | 111,879 | $31.2M | 0.04% | −9,687−8.0% | Reduced |
| National Pension Service | 113,200 | $31.6M | 0.04% | −2,200−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 118,371 | $33.1M | 0.04% | +76,752+184.4% | Added |
| UBS Group AG | 121,071 | $33.8M | 0.01% | +46,396+62.1% | Added |
| Bamco Inc | 125,641 | $35.1M | 0.10% | +3,603+3.0% | Added |
| Artemis Investment Management LLP | 125,646 | $35.1M | 0.47% | +14,742+13.3% | Added |
| Brandywine Global Investment Management, LLC | 128,763 | $36.0M | 0.27% | +18,834+17.1% | Added |
| Coronation Fund Managers Ltd. | 129,255 | $36.1M | 2.08% | −168,923−56.7% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 130,000 | $36.3M | 0.14% | +130,000 | New |
| Pinebridge Investments, L.P. | 131,783 | $36.8M | 0.30% | +9,499+7.8% | Added |
| Jackson Square Partners, LLC | 137,689 | $38.5M | 2.35% | −56,277−29.0% | Reduced |
| Point72 Asset Management, L.P. | 143,229 | $40.0M | 0.13% | +143,229 | New |
| Stifel Financial Corp | 145,023 | $40.5M | 0.05% | +3,283+2.3% | Added |
| Family Wealth Partners, LLC | 147,288 | $41.1M | 21.35% | +348+0.2% | Added |
| California Public Employees Retirement System | 147,743 | $41.3M | 0.03% | +7,625+5.4% | Added |
| Buckingham Strategic Partners | 147,846 | $41.3M | 1.08% | +147,846 | New |
| Jacobs Levy Equity Management, Inc | 160,464 | $44.8M | 0.19% | −180,058−52.9% | Reduced |
| HSBC Holdings PLC | 161,830 | $45.1M | 0.03% | −132,496−45.0% | Reduced |