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 |
|---|---|---|---|---|---|
| Twinbeech Capital LP | 15,812 | $4.42M | 0.09% | +15,812 | New |
| IFM Investors Pty Ltd | 15,573 | $4.35M | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,508 | $4.33M | 0.01% | +160+1.0% | Added |
| Northwest Financial Advisors | 15,413 | $4.30M | 4.38% | +16+0.1% | Added |
| Forsta Ap-Fonden | 15,300 | $4.27M | 0.04% | −12,900−45.7% | Reduced |
| Argent Capital Management LLC | 15,165 | $4.24M | 0.12% | +11,915+366.6% | Added |
| Knights of Columbus Asset Advisors LLC | 15,164 | $4.24M | 0.28% | +80+0.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 15,094 | $4.22M | 0.02% | +20.0% | Added |
| Lecap Asset Management Ltd | 14,950 | $4.18M | 0.90% | +14,950 | New |
| Eagle Rock Investment Company, LLC | 14,731 | $4.11M | 0.74% | −382−2.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 14,510 | $4.05M | 0.01% | −942−6.1% | Reduced |
| Cetera Investment Advisers | 14,439 | $4.03M | 0.01% | +805+5.9% | Added |
| Palestra Capital Management LLC | 14,362 | $4.01M | 0.16% | +6,162+75.1% | Added |
| British Columbia Investment Management Corp | 14,261 | $3.98M | 0.02% | +5,232+57.9% | Added |
| Prana Capital Management, LP | 13,987 | $3.91M | 0.19% | +13,987 | New |
| James Investment Research Inc | 13,966 | $3.90M | 0.46% | −731−5.0% | Reduced |
| Susquehanna International Group, LLP | 13,909 | $3.88M | 0.01% | +1,912+15.9% | Added |
| Quantinno Capital Management LP | 13,844 | $3.87M | 0.07% | +2,179+18.7% | Added |
| Shepherd Financial Partners LLC | 13,755 | $3.84M | 0.50% | 00.0% | Unchanged |
| Swedbank AB | 13,709 | $3.83M | 0.01% | −100−0.7% | Reduced |
| Federated Hermes, Inc. | 13,585 | $3.79M | 0.01% | +2,616+23.8% | Added |
| Cornerstone Wealth Management, LLC | 13,544 | $3.78M | 0.29% | −2,147−13.7% | Reduced |
| Xponance, Inc. | 13,301 | $3.71M | 0.04% | −135−1.0% | Reduced |
| Neo Ivy Capital Management | 13,248 | $3.70M | 0.73% | +13,248 | New |
| Kennedy Capital Management, Inc. | 13,138 | $3.67M | 0.08% | +2,859+27.8% | Added |
| Silvant Capital Management LLC | 12,746 | $3.56M | 0.16% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 12,504 | $3.49M | 0.01% | +100+0.8% | Added |
| Sanctuary Advisors, LLC | 13,060 | $3.48M | 0.03% | +13,060 | New |
| KBC Group NV | 12,270 | $3.43M | 0.01% | −43,395−78.0% | Reduced |
| Utah Retirement Systems | 12,217 | $3.41M | 0.04% | −900−6.9% | Reduced |
| Jane Street Group, LLC | 12,044 | $3.36M | 0.00% | −16,320−57.5% | Reduced |
| Tredje AP-fonden | 11,889 | $3.32M | 0.03% | −186−1.5% | Reduced |
| HighTower Advisors, LLC | 11,860 | $3.31M | 0.01% | +105+0.9% | Added |
| Whittier Trust Co of Nevada Inc | 11,837 | $3.31M | 0.09% | +638+5.7% | Added |
| Jump Financial, LLC | 11,706 | $3.27M | 0.07% | +11,706 | New |
| Hennessy Advisors Inc | 11,600 | $3.24M | 0.12% | −200−1.7% | Reduced |
| Annex Advisory Services, LLC | 11,550 | $3.23M | 0.11% | −68−0.6% | Reduced |
| DnB Asset Management AS | 11,488 | $3.21M | 0.02% | +213+1.9% | Added |
| Omers Administration Corp | 11,417 | $3.19M | 0.03% | +11,417 | New |
| Bridgeway Capital Management, LLC | 11,320 | $3.16M | 0.07% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 10,944 | $3.06M | 0.30% | +10,944 | New |
| TD Private Client Wealth LLC | 10,886 | $3.04M | 0.10% | −3,291−23.2% | Reduced |
| APG Asset Management N.V. | 11,665 | $3.04M | 0.01% | +8,800+307.2% | Added |
| Bridgewater Associates, LP | 10,850 | $3.03M | 0.02% | +2,728+33.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,769 | $3.01M | 0.00% | +798+8.0% | Added |
| Mackenzie Financial Corp | 10,696 | $2.99M | 0.00% | +278+2.7% | Added |
| Symphony Financial, Ltd. Co. | 10,753 | $2.97M | 0.54% | +10.0% | Added |
| Daiwa Securities Group Inc. | 10,521 | $2.94M | 0.02% | +2,081+24.7% | Added |
| Advisory Services Network, LLC | 10,263 | $2.87M | 0.06% | +2,136+26.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,313 | $2.85M | 0.01% | −1,882−15.4% | Reduced |
| Retirement Capital Strategies | 10,041 | $2.80M | 1.12% | −70−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 9,944 | $2.78M | 0.01% | +920+10.2% | Added |
| Public Sector Pension Investment Board | 9,765 | $2.73M | 0.02% | −441−4.3% | Reduced |
| Empowered Funds, LLC | 9,583 | $2.68M | 0.05% | +4,794+100.1% | Added |
| Monument Capital Management | 9,409 | $2.63M | 0.77% | +255+2.8% | Added |
| TownSquare Capital, LLC | 9,236 | $2.58M | 0.04% | +3,719+67.4% | Added |
| Beacon Investment Advisors LLC | 9,234 | $2.58M | 1.32% | +30.0% | Added |
| ExodusPoint Capital Management, LP | 9,039 | $2.52M | 0.03% | +9,039 | New |
| Crossmark Global Holdings, Inc. | 9,013 | $2.52M | 0.05% | +4,838+115.9% | Added |
| Nissay Asset Management Corp | 8,888 | $2.48M | 0.02% | +62+0.7% | Added |
| Caldwell Trust Co | 8,817 | $2.46M | 0.27% | −338−3.7% | Reduced |
| CIBC Asset Management Inc | 8,807 | $2.46M | 0.01% | −1,644−15.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,708 | $2.43M | 0.01% | +33+0.4% | Added |
| Flynn Zito Capital Management, LLC | 8,634 | $2.41M | 1.23% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 8,614 | $2.41M | 0.06% | +631+7.9% | Added |
| DekaBank Deutsche Girozentrale | 8,587 | $2.38M | 0.00% | −40−0.5% | Reduced |
| Anchor Investment Management, LLC | 8,365 | $2.34M | 0.24% | +664+8.6% | Added |
| Laurion Capital Management LP | 8,295 | $2.32M | 0.08% | −592−6.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 8,276 | $2.31M | 0.21% | −533−6.1% | Reduced |
| Oliver Luxxe Assets LLC | 8,229 | $2.30M | 0.49% | +64+0.8% | Added |
| Candriam Luxembourg S.C.A. | 8,110 | $2.27M | 0.01% | +1,837+29.3% | Added |
| Prudential Financial Inc | 7,962 | $2.22M | 0.00% | +624+8.5% | Added |
| Park Avenue Securities LLC | 7,899 | $2.21M | 0.03% | +513+6.9% | Added |
| JustInvest LLC | 7,875 | $2.18M | 0.04% | +74+0.9% | Added |
| Public Employees Retirement Association of Colorado | 7,703 | $2.15M | 0.01% | −403−5.0% | Reduced |
| Martingale Asset Management L P | 7,697 | $2.15M | 0.05% | +7,697 | New |
| Dynamic Technology Lab Private Ltd | 7,559 | $2.11M | 0.24% | −3,494−31.6% | Reduced |
| Aquatic Capital Management LLC | 7,520 | $2.10M | 0.08% | +7,520 | New |
| Clark Capital Management Group, Inc. | 7,518 | $2.10M | 0.02% | +1,811+31.7% | Added |
| CIBC Private Wealth Group, LLC | 7,698 | $2.10M | 0.00% | −1,862−19.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 7,227 | $2.02M | 0.00% | +586+8.8% | Added |
| Garrett Investment Advisors LLC | 7,105 | $1.98M | 0.23% | +301+4.4% | Added |
| Pitcairn Co | 6,792 | $1.90M | 0.12% | +107+1.6% | Added |
| Simplicity Wealth,LLC | 6,653 | $1.86M | 0.04% | +109+1.7% | Added |
| Sterling Group Wealth Management, LLC | 6,629 | $1.85M | 1.06% | +6,629 | New |
| BlueMar Capital Management, LLC | 6,580 | $1.84M | 3.83% | −5,651−46.2% | Reduced |
| Kestra Advisory Services, LLC | 6,537 | $1.83M | 0.01% | +174+2.7% | Added |
| Banque Cantonale Vaudoise | 6,412 | $1.79M | 0.07% | +1,834+40.1% | Added |
| Gulf International Bank (UK) Ltd | 6,410 | $1.79M | 0.05% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 6,406 | $1.79M | 0.11% | −6,482−50.3% | Reduced |
| Neuberger Berman Group LLC | 6,365 | $1.78M | 0.00% | −667−9.5% | Reduced |
| Nisa Investment Advisors, LLC | 6,300 | $1.76M | 0.01% | +2,061+48.6% | Added |
| MAI Capital Management | 6,100 | $1.70M | 0.02% | +24+0.4% | Added |
| Nordea Investment Management AB | 6,131 | $1.70M | 0.00% | +262+4.5% | Added |
| Aquila Investment Management LLC | 6,000 | $1.68M | 1.57% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 5,954 | $1.66M | 0.03% | 00.0% | Unchanged |
| Ethic Inc. | 5,908 | $1.65M | 0.04% | +751+14.6% | Added |
| King Luther Capital Management Corp | 5,860 | $1.64M | 0.01% | +56+1.0% | Added |
| Integrated Investment Consultants, LLC | 6,146 | $1.62M | 0.45% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 5,690 | $1.59M | 1.71% | 00.0% | Unchanged |