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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 167,109 | $46.7M | 0.05% | −8,915−5.1% | Reduced |
| Employees Retirement System of Texas | 168,400 | $47.0M | 0.44% | −77,600−31.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 170,627 | $47.7M | 0.04% | −17,156−9.1% | Reduced |
| Truist Financial Corp | 170,848 | $47.7M | 0.07% | +6,646+4.0% | Added |
| Wellington Management Group LLP | 171,087 | $47.8M | 0.01% | −7,660−4.3% | Reduced |
| Trillium Asset Management, LLC | 174,002 | $48.6M | 1.23% | −10,670−5.8% | Reduced |
| Commerce Bank | 176,271 | $49.2M | 0.32% | −7,242−3.9% | Reduced |
| Deutsche Bank AG | 177,024 | $49.4M | 0.02% | −42,444−19.3% | Reduced |
| Amundi | 183,990 | $51.4M | 0.02% | +96,064+109.3% | Added |
| Royal Bank of Canada | 192,812 | $53.9M | 0.01% | +20,719+12.0% | Added |
| HM Payson & Co | 207,475 | $57.9M | 1.05% | +12,347+6.3% | Added |
| Castle Hook Partners LP | 207,774 | $58.0M | 2.01% | +76,137+57.8% | Added |
| Holocene Advisors, LP | 221,958 | $62.0M | 0.26% | +221,958 | New |
| North Peak Capital Management, LLC | 224,731 | $62.8M | 7.37% | −83,148−27.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 227,171 | $63.4M | 0.10% | −59,900−20.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 233,727 | $65.3M | 0.82% | −599−0.3% | Reduced |
| Primecap Management Co | 234,400 | $65.5M | 0.05% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 234,828 | $65.6M | 0.02% | +158,042+205.8% | Added |
| Man Group plc | 247,977 | $69.3M | 0.18% | +128,638+107.8% | Added |
| Standard Life Aberdeen plc | 258,964 | $72.3M | 0.14% | −16,477−6.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 273,144 | $76.3M | 1.45% | −57,288−17.3% | Reduced |
| Nuveen Asset Management, LLC | 275,856 | $77.0M | 0.02% | −7,957−2.8% | Reduced |
| Goldman Sachs Group Inc | 297,723 | $83.2M | 0.02% | −18,237−5.8% | Reduced |
| Charles Schwab Investment Management Inc | 311,914 | $87.1M | 0.02% | +11,389+3.8% | Added |
| Franklin Resources Inc | 316,040 | $88.3M | 0.03% | +11,993+3.9% | Added |
| Envestnet Asset Management Inc | 328,963 | $91.9M | 0.03% | +1,611+0.5% | Added |
| Legal & General Group Plc | 343,322 | $95.9M | 0.03% | −11,252−3.2% | Reduced |
| Citadel Advisors LLC | 356,684 | $99.6M | 0.10% | +36,732+11.5% | Added |
| Alliancebernstein L.P. | 380,490 | $106.3M | 0.04% | −6,040−1.6% | Reduced |
| Raymond James & Associates | 394,091 | $110.1M | 0.07% | +20,123+5.4% | Added |
| Macquarie Group Ltd | 407,788 | $113.9M | 0.13% | +189,673+87.0% | Added |
| Azora Capital LP | 422,922 | $118.1M | 6.74% | +6,366+1.5% | Added |
| Agf Management Ltd | 432,278 | $120.7M | 0.67% | +5,767+1.4% | Added |
| Millennium Management LLC | 443,095 | $123.8M | 0.10% | −194,702−30.5% | Reduced |
| Northern Trust Corp | 458,564 | $128.1M | 0.02% | +11,688+2.6% | Added |
| First Pacific Advisors, LP | 458,938 | $128.2M | 1.73% | −884−0.2% | Reduced |
| American Century Companies Inc | 477,211 | $133.3M | 0.08% | +164,586+52.6% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 481,791 | $134.6M | 1.32% | +27,500+6.1% | Added |
| Fairview Capital Investment Management, LLC | 486,819 | $136.0M | 7.65% | −12,100−2.4% | Reduced |
| D. E. Shaw & Co., Inc. | 496,378 | $138.6M | 0.19% | −449,661−47.5% | Reduced |
| Southpoint Capital Advisors LP | 500,000 | $139.7M | 3.47% | +385,000+334.8% | Added |
| Wells Fargo & Company | 502,943 | $140.5M | 0.04% | +16,788+3.5% | Added |
| SurgoCap Partners LP | 546,841 | $152.7M | 8.93% | +24,910+4.8% | Added |
| Invesco Ltd. | 567,525 | $158.5M | 0.03% | +151,593+36.4% | Added |
| Junto Capital Management LP | 568,834 | $158.9M | 3.49% | +131,160+30.0% | Added |
| HMI Capital Management, L.P. | 569,643 | $159.1M | 6.06% | +198,300+53.4% | Added |
| Bank of America Corp | 582,022 | $162.6M | 0.02% | +9,892+1.7% | Added |
| Westfield Capital Management Co LP | 584,601 | $163.3M | 0.80% | +199,374+51.8% | Added |
| Voya Investment Management LLC | 611,249 | $170.5M | 0.17% | −25,287−4.0% | Reduced |
| Epoch Investment Partners, Inc. | 646,340 | $180.5M | 0.82% | −281,029−30.3% | Reduced |
| UBS Asset Management Americas Inc | 655,451 | $183.1M | 0.05% | +112,416+20.7% | Added |
| Eagle Asset Management Inc | 653,223 | $184.3M | 0.99% | −41,599−6.0% | Reduced |
| Eminence Capital, LP | 669,251 | $186.9M | 3.01% | −66,615−9.1% | Reduced |
| Manufacturers Life Insurance Company, The | 774,175 | $216.2M | 0.20% | +183,755+31.1% | Added |
| Canada Pension Plan Investment Board | 774,901 | $216.4M | 0.21% | −8,876−1.1% | Reduced |
| Dimensional Fund Advisors LP | 782,006 | $218.4M | 0.06% | +59,819+8.3% | Added |
| Darlington Partners Capital Management, LP | 783,290 | $218.8M | 10.75% | +68,276+9.5% | Added |
| TD Asset Management Inc | 881,175 | $246.1M | 0.23% | −222,480−20.2% | Reduced |
| Massachusetts Financial Services Co | 884,630 | $247.1M | 0.08% | +90,020+11.3% | Added |
| Bank of New York Mellon Corp | 922,990 | $257.8M | 0.05% | −47,759−4.9% | Reduced |
| Norges Bank | 928,886 | $259.4M | 0.04% | +9,764+1.1% | Added |
| Clarkston Capital Partners, LLC | 992,615 | $277.2M | 5.29% | −340,758−25.6% | Reduced |
| JPMorgan Chase & Co | 998,970 | $279.0M | 0.02% | +32,471+3.4% | Added |
| Samlyn Capital, LLC | 1,194,715 | $333.7M | 5.74% | +88,635+8.0% | Added |
| Geode Capital Management, LLC | 1,400,357 | $390.5M | 0.03% | +31,684+2.3% | Added |
| Morgan Stanley | 1,467,007 | $409.7M | 0.03% | +191,111+15.0% | Added |
| Capital Research Global Investors | 1,577,102 | $440.5M | 0.10% | −20,034−1.3% | Reduced |
| WCM Investment Management, LLC | 1,663,718 | $459.9M | 1.09% | −33,346−2.0% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,685,070 | $470.6M | 3.82% | 00.0% | Unchanged |
| State Street Corp | 1,702,972 | $475.6M | 0.02% | −7,025−0.4% | Reduced |
| Boston Partners | 1,887,189 | $526.5M | 0.65% | +121,959+6.9% | Added |
| Price T Rowe Associates Inc | 2,099,916 | $586.5M | 0.07% | −274,885−11.6% | Reduced |
| Janus Henderson Group PLC | 2,542,185 | $710.0M | 0.38% | −33,530−1.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,589,793 | $723.3M | 1.77% | +233,242+9.9% | Added |
| FMR LLC | 2,671,896 | $746.3M | 0.05% | −493,387−15.6% | Reduced |
| BlackRock Inc. | 5,302,759 | $1.48B | 0.03% | −774,552−12.7% | Reduced |
| Vanguard Group Inc | 7,187,868 | $2.01B | 0.04% | +140,922+2.0% | Added |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −23,210−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −452,938−100.0% | Sold out |
| 12 West Capital Management LP | 0 | $0 | 0.00% | −30,300−100.0% | Sold out |
| Formuepleje A/S | 0 | $0 | 0.00% | −26,390−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −23,628−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −22,867−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −21,772−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −21,178−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −18,815−100.0% | Sold out |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −8,760−100.0% | Sold out |
| Otter Creek Advisors, LLC | 0 | $0 | 0.00% | −8,741−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,991−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −6,132−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,127−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −6,081−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −5,714−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,944−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −4,598−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,237−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,631−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −3,744−100.0% | Sold out |