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 |
|---|---|---|---|---|---|
| CIBC World Markets Corp | 97,515 | $27.2M | 0.18% | −1,138−1.2% | Reduced |
| Brown Brothers Harriman & Co | 95,964 | $26.8M | 0.20% | +15,030+18.6% | Added |
| Qube Research & Technologies Ltd | 95,374 | $26.6M | 0.05% | −161,157−62.8% | Reduced |
| Tudor Investment Corp Et Al | 95,009 | $26.5M | 0.30% | +95,009 | New |
| Heron Bay Capital Management | 89,845 | $25.1M | 5.34% | −84−0.1% | Reduced |
| First Trust Advisors LP | 89,520 | $25.0M | 0.03% | +54,557+156.0% | Added |
| Toronto Dominion Bank | 88,953 | $24.8M | 0.04% | +21,740+32.3% | Added |
| Assenagon Asset Management S.A. | 85,914 | $24.0M | 0.06% | +77,169+882.4% | Added |
| Danske Bank A/S | 84,184 | $23.5M | 0.09% | +6,509+8.4% | Added |
| SEI Investments Co | 83,278 | $23.3M | 0.03% | −29,976−26.5% | Reduced |
| Aviva PLC | 79,128 | $22.1M | 0.06% | +10,255+14.9% | Added |
| State Board of Administration of Florida Retirement System | 78,469 | $21.9M | 0.04% | −17,120−17.9% | Reduced |
| Reinhart Partners, Inc. | 76,848 | $21.5M | 0.89% | +1,013+1.3% | Added |
| Bank of Montreal | 75,786 | $21.2M | 0.01% | −94,379−55.5% | Reduced |
| Ensign Peak Advisors, Inc | 75,606 | $21.1M | 0.04% | +27,608+57.5% | Added |
| Jennison Associates LLC | 64,955 | $18.1M | 0.01% | +64,955 | New |
| Kames Capital plc | 61,809 | $17.3M | 0.24% | +53,502+644.1% | Added |
| Natixis Advisors, L.P. | 59,631 | $16.7M | 0.04% | +3,644+6.5% | Added |
| Parnassus Investments | 56,840 | $15.9M | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 54,986 | $15.4M | 0.09% | −2,254−3.9% | Reduced |
| Thrivent Financial for Lutherans | 54,318 | $15.2M | 0.03% | +52,850+3,600.1% | Added |
| Fort Washington Investment Advisors Inc | 54,252 | $15.2M | 0.10% | −148−0.3% | Reduced |
| Barclays PLC | 54,069 | $15.1M | 0.01% | −15,396−22.2% | Reduced |
| New York State Common Retirement Fund | 53,441 | $14.9M | 0.02% | −252−0.5% | Reduced |
| Citigroup Inc | 52,742 | $14.7M | 0.01% | −1,249−2.3% | Reduced |
| Russell Investments Group, Ltd. | 52,149 | $14.6M | 0.02% | −23,099−30.7% | Reduced |
| Thornburg Investment Management Inc | 50,683 | $14.1M | 0.20% | −5,088−9.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 50,529 | $14.1M | 0.04% | +14,760+41.3% | Added |
| Treasurer of the State of North Carolina | 50,454 | $14.1M | 0.06% | −1,561−3.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 49,367 | $13.8M | 0.11% | +46,930+1,925.7% | Added |
| Royal London Asset Management Ltd | 48,544 | $13.6M | 0.03% | −519−1.1% | Reduced |
| Iridian Asset Management LLC | 46,622 | $13.0M | 2.94% | −13,392−22.3% | Reduced |
| Great West Life Assurance Co | 45,954 | $12.8M | 0.02% | +3,725+8.8% | Added |
| Icon Advisers Inc | 45,282 | $12.8M | 2.88% | −350−0.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 45,688 | $12.8M | 0.03% | −9,422−17.1% | Reduced |
| Venturi Wealth Management, LLC | 45,252 | $12.6M | 0.75% | +683+1.5% | Added |
| Foster Victor Wealth Advisors, LLC | 52,640 | $12.6M | 1.05% | +3,173+6.4% | Added |
| Logan Capital Management Inc | 44,608 | $12.5M | 0.54% | −366−0.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 44,115 | $12.3M | 0.02% | +4,784+12.2% | Added |
| State of Wisconsin Investment Board | 43,703 | $12.2M | 0.03% | +2,498+6.1% | Added |
| AQR Capital Management LLC | 43,901 | $12.2M | 0.02% | −2,999−6.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 43,175 | $12.1M | 0.01% | +3,390+8.5% | Added |
| Pathstone Holdings, LLC | 43,153 | $12.1M | 0.05% | +1,121+2.7% | Added |
| Mawer Investment Management Ltd. | 41,675 | $11.6M | 0.06% | +12,049+40.7% | Added |
| Cinctive Capital Management LP | 40,366 | $11.3M | 0.61% | +40,366 | New |
| Korea Investment CORP | 40,349 | $11.3M | 0.03% | +10,019+33.0% | Added |
| 2Xideas AG | 40,181 | $11.2M | 1.40% | +40,181 | New |
| Channing Capital Management, LLC | 38,514 | $10.8M | 0.30% | +4,468+13.1% | Added |
| Susquehanna Fundamental Investments, LLC | 37,121 | $10.4M | 0.24% | −606−1.6% | Reduced |
| Janney Montgomery Scott LLC | 36,756 | $10.3M | 0.03% | +2,051+5.9% | Added |
| Cubist Systematic Strategies, LLC | 36,370 | $10.2M | 0.18% | −12,084−24.9% | Reduced |
| Pictet Asset Management Holding SA | 36,204 | $10.1M | 0.01% | −2,536−6.5% | Reduced |
| Transform Wealth, LLC | 36,141 | $10.1M | 0.76% | +4,337+13.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 35,775 | $9.99M | 0.12% | −1,165−3.2% | Reduced |
| CI Private Wealth, LLC | 35,411 | $9.89M | 0.02% | +458+1.3% | Added |
| Brant Point Investment Management LLC | 34,372 | $9.60M | 2.25% | −100−0.3% | Reduced |
| Asset Management One Co.,Ltd. | 31,027 | $8.67M | 0.03% | −1,211−3.8% | Reduced |
| Rivermont Capital Management LP | 30,997 | $8.66M | 3.71% | +30,997 | New |
| Segment Wealth Management, LLC | 30,832 | $8.61M | 0.64% | +10,451+51.3% | Added |
| Public Employees Retirement System of Ohio | 30,448 | $8.50M | 0.03% | −6,058−16.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 29,700 | $8.29M | 0.06% | −900−2.9% | Reduced |
| Snowden Capital Advisors LLC | 29,348 | $8.20M | 0.24% | +9,362+46.8% | Added |
| Nomura Asset Management Co Ltd | 28,963 | $8.09M | 0.03% | −182−0.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 28,417 | $7.94M | 0.40% | −169−0.6% | Reduced |
| Tobam | 27,767 | $7.75M | 1.22% | −13,835−33.3% | Reduced |
| State of New Jersey Common Pension Fund D | 27,243 | $7.61M | 0.03% | −16,940−38.3% | Reduced |
| KWB Wealth | 28,459 | $7.52M | 1.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 26,822 | $7.49M | 0.05% | +1,739+6.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,110 | $7.29M | 0.02% | +689+2.7% | Added |
| Renaissance Technologies LLC | 25,476 | $7.12M | 0.01% | −68,624−72.9% | Reduced |
| Intech Investment Management LLC | 25,067 | $7.00M | 0.09% | −16,783−40.1% | Reduced |
| Winmill & Co. Inc | 24,660 | $6.89M | 2.35% | 00.0% | Unchanged |
| Blair William & Co | 24,601 | $6.87M | 0.02% | −686−2.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 24,215 | $6.76M | 0.04% | −1,772−6.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 24,187 | $6.75M | 0.11% | +22,369+1,230.4% | Added |
| Allianz Asset Management GmbH | 23,565 | $6.58M | 0.01% | +15,691+199.3% | Added |
| Mediolanum International Funds Ltd | 25,052 | $6.46M | 0.11% | −1,433−5.4% | Reduced |
| Van Eck Associates Corp | 22,566 | $6.30M | 0.01% | −1,023−4.3% | Reduced |
| Strategic Global Advisors, LLC | 22,074 | $6.17M | 1.29% | +12,143+122.3% | Added |
| Principal Financial Group Inc | 21,974 | $6.14M | 0.00% | +7,112+47.9% | Added |
| Whittier Trust Co | 21,758 | $6.08M | 0.09% | +1,096+5.3% | Added |
| Bullseye Asset Management LLC | 21,527 | $6.01M | 2.94% | −1,000−4.4% | Reduced |
| US Bancorp | 21,278 | $5.94M | 0.01% | +93+0.4% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 20,900 | $5.84M | 0.07% | +20,900 | New |
| Winthrop Advisory Group LLC | 20,783 | $5.80M | 0.79% | 00.0% | Unchanged |
| Arizona State Retirement System | 20,453 | $5.71M | 0.04% | −346−1.7% | Reduced |
| Storebrand Asset Management AS | 20,444 | $5.71M | 0.02% | −8,595−29.6% | Reduced |
| Swiss Life Asset Management Ltd | 19,603 | $5.48M | 0.06% | +19,603 | New |
| Point72 Europe (London) LLP | 19,600 | $5.47M | 0.46% | +19,600 | New |
| DRW Securities, LLC | 19,400 | $5.42M | 0.33% | +19,400 | New |
| NewEdge Wealth, LLC | 19,375 | $5.41M | 0.12% | −37,716−66.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 19,100 | $5.33M | 0.22% | +574+3.1% | Added |
| Capital World Investors | 17,807 | $4.97M | 0.00% | +17,807 | New |
| Illinois Municipal Retirement Fund | 17,742 | $4.96M | 0.08% | 00.0% | Unchanged |
| Atria Investments LLC | 16,733 | $4.67M | 0.06% | +4,548+37.3% | Added |
| MML Investors Services, LLC | 16,581 | $4.63M | 0.02% | −1,472−8.2% | Reduced |
| Gradient Investments LLC | 16,370 | $4.57M | 0.10% | −95−0.6% | Reduced |
| Handelsbanken Fonder AB | 16,181 | $4.52M | 0.02% | −100−0.6% | Reduced |
| Mariner, LLC | 16,072 | $4.49M | 0.01% | +645+4.2% | Added |
| O'Shaughnessy Asset Management, LLC | 15,818 | $4.42M | 0.05% | +300+1.9% | Added |