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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 5,675 | $1.59M | 0.19% | −227−3.8% | Reduced |
| Commonwealth Equity Services, LLC | 5,670 | $1.58M | 0.00% | +197+3.6% | Added |
| Ostrum Asset Management | 5,562 | $1.55M | 0.14% | −433−7.2% | Reduced |
| Foresight Global Investors, Inc. | 5,549 | $1.55M | 0.74% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 5,551 | $1.55M | 0.00% | +398+7.7% | Added |
| Two Sigma Investments, LP | 5,500 | $1.54M | 0.00% | −203−3.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,402 | $1.51M | 0.01% | +5,402 | New |
| Donoghue Forlines LLC | 5,287 | $1.48M | 0.42% | +5,287 | New |
| Knollwood Investment Advisory, LLC | 5,275 | $1.47M | 0.16% | +5,275 | New |
| Bleakley Financial Group, LLC | 5,271 | $1.47M | 0.04% | +93+1.8% | Added |
| Mercer Global Advisors Inc | 3,922 | $1.45M | 0.00% | −796−16.9% | Reduced |
| Dana Investment Advisors, Inc. | 5,159 | $1.44M | 0.05% | −22−0.4% | Reduced |
| Advisor OS, LLC | 5,143 | $1.44M | 0.16% | −26−0.5% | Reduced |
| MBB Public Markets I LLC | 5,131 | $1.43M | 0.03% | +4,364+569.0% | Added |
| Credit Agricole S A | 5,032 | $1.41M | 0.01% | +5,032 | New |
| Amalgamated Bank | 5,030 | $1.41M | 0.01% | −2,299−31.4% | Reduced |
| WMS Partners, LLC | 5,000 | $1.40M | 0.09% | +5,000 | New |
| Raymond James Trust N.A. | 4,981 | $1.39M | 0.03% | −950−16.0% | Reduced |
| TrinityPoint Wealth, LLC | 4,957 | $1.38M | 0.22% | +4,957 | New |
| Bank of Nova Scotia | 4,880 | $1.36M | 0.00% | −56−1.1% | Reduced |
| Navellier & Associates Inc | 4,874 | $1.36M | 0.16% | −114−2.3% | Reduced |
| SG Americas Securities, LLC | 4,846 | $1.35M | 0.01% | +3,759+345.8% | Added |
| MetLife Investment Management | 4,785 | $1.34M | 0.01% | +201+4.4% | Added |
| Brinker Capital Investments, LLC | 4,762 | $1.33M | 0.01% | +86+1.8% | Added |
| Orion Portfolio Solutions, LLC | 4,762 | $1.33M | 0.01% | +86+1.8% | Added |
| Cresset Asset Management, LLC | 4,755 | $1.33M | 0.01% | +408+9.4% | Added |
| SkyView Investment Advisors, LLC | 4,704 | $1.31M | 0.23% | +38+0.8% | Added |
| Creative Planning | 4,574 | $1.28M | 0.00% | +586+14.7% | Added |
| Wealthfront Advisers LLC | 4,485 | $1.25M | 0.00% | +2,933+189.0% | Added |
| Engineers Gate Manager LP | 4,473 | $1.25M | 0.03% | −10,014−69.1% | Reduced |
| Aureus Asset Management, LLC | 4,455 | $1.24M | 0.09% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,401 | $1.24M | 0.10% | +1,189+37.0% | Added |
| M&T Bank Corp | 4,415 | $1.23M | 0.00% | +208+4.9% | Added |
| Ossiam | 4,409 | $1.23M | 0.02% | +773+21.3% | Added |
| Future Fund LLC | 4,292 | $1.21M | 3.04% | +2,900+208.3% | Added |
| Axq Capital, LP | 4,193 | $1.17M | 0.27% | +2,976+244.5% | Added |
| Cerity Partners LLC | 4,181 | $1.17M | 0.00% | −9,128−68.6% | Reduced |
| Crawford Investment Counsel Inc | 4,140 | $1.16M | 0.02% | +300+7.8% | Added |
| Schroder Investment Management Group | 4,080 | $1.14M | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,063 | $1.14M | 0.02% | +689+20.4% | Added |
| Castleark Management LLC | 4,065 | $1.14M | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 4,061 | $1.13M | 0.04% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,056 | $1.13M | 0.09% | −773−16.0% | Reduced |
| Verition Fund Management LLC | 4,000 | $1.12M | 0.01% | +2,467+160.9% | Added |
| Resources Investment Advisors, LLC. | 3,974 | $1.11M | 0.01% | +98+2.5% | Added |
| Gateway Investment Advisers LLC | 3,890 | $1.09M | 0.01% | −1,189−23.4% | Reduced |
| Harbor Capital Advisors, Inc. | 3,886 | $1.08M | 0.08% | +2,852+275.8% | Added |
| Nebula Research & Development LLC | 3,884 | $1.08M | 0.18% | +273+7.6% | Added |
| Toroso Investments, LLC | 3,853 | $1.08M | 0.01% | +2,309+149.5% | Added |
| Walleye Capital LLC | 3,826 | $1.07M | 0.01% | −26,521−87.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,817 | $1.07M | 0.04% | −3,085−44.7% | Reduced |
| Independent Advisor Alliance | 3,750 | $1.05M | 0.04% | −215−5.4% | Reduced |
| Jefferies Financial Group Inc. | 3,742 | $1.05M | 0.02% | +3,742 | New |
| Pittenger & Anderson Inc | 3,672 | $1.03M | 0.04% | +205+5.9% | Added |
| Belpointe Asset Management LLC | 3,669 | $1.02M | 0.07% | +1,700+86.3% | Added |
| First Hawaiian Bank | 3,655 | $1.02M | 0.03% | −1,945−34.7% | Reduced |
| Fulton Bank, N.A. | 3,630 | $1.01M | 0.04% | −8−0.2% | Reduced |
| LVW Advisors, LLC | 3,589 | $1.00M | 0.15% | +344+10.6% | Added |
| Mutual of America Capital Management LLC | 3,567 | $996.3K | 0.01% | +3,567 | New |
| The PNC Financial Services Group, Inc. | 3,565 | $995.8K | 0.00% | +267+8.1% | Added |
| GWM Advisors LLC | 3,545 | $990.0K | 0.01% | −663−15.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,509 | $980.1K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 3,463 | $967.0K | 0.00% | +18+0.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,459 | $966.1K | 0.03% | +56+1.6% | Added |
| Globeflex Capital L P | 3,368 | $940.7K | 0.10% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 3,361 | $938.7K | 0.04% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 3,336 | $931.7K | 0.18% | +3,336 | New |
| E. Ohman J:or Asset Management AB | 3,300 | $921.7K | 0.02% | +500+17.9% | Added |
| Achmea Investment Management B.V. | 3,286 | $917.0K | 0.02% | −747−18.5% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,219 | $899.1K | 0.33% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,203 | $894.0K | 0.06% | +2,704+541.9% | Added |
| Point72 (DIFC) Ltd | 3,183 | $889.1K | 0.08% | −6,573−67.4% | Reduced |
| Catalyst Capital Advisors LLC | 3,170 | $885.4K | 0.02% | −250−7.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $882.9K | 0.01% | +78+2.5% | Added |
| Chiron Investment Management, LLC | 3,150 | $879.8K | 0.35% | +493+18.6% | Added |
| CAPROCK Group, Inc. | 3,105 | $867.4K | 0.04% | +3,105 | New |
| Machina Capital S.A.S. | 3,104 | $866.9K | 0.39% | +3,104 | New |
| Quest Partners LLC | 3,014 | $841.8K | 0.11% | +3,014 | New |
| IHT Wealth Management, LLC | 2,989 | $834.7K | 0.03% | −25−0.8% | Reduced |
| Vident Advisory, LLC | 2,981 | $832.6K | 0.02% | −243−7.5% | Reduced |
| Landscape Capital Management, L.L.C. | 2,981 | $832.6K | 0.07% | +2,981 | New |
| Cambridge Investment Research Advisors, Inc. | 2,974 | $831.0K | 0.00% | +312+11.7% | Added |
| Ritholtz Wealth Management | 2,959 | $826.4K | 0.03% | −76−2.5% | Reduced |
| Fortis Capital Advisors, LLC | 2,950 | $823.9K | 0.30% | +981+49.8% | Added |
| Oppenheimer Asset Management Inc. | 2,935 | $819.7K | 0.01% | +148+5.3% | Added |
| Pearl River Capital, LLC | 2,912 | $813.3K | 0.13% | +2,912 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,876 | $803.3K | 0.04% | +2,876 | New |
| Magnetar Financial LLC | 2,860 | $798.8K | 0.02% | −615−17.7% | Reduced |
| Prudential PLC | 2,857 | $798.0K | 0.01% | −330−10.4% | Reduced |
| Stratos Wealth Partners, LTD. | 2,818 | $787.3K | 0.01% | +42+1.5% | Added |
| Vinva Investment Management Ltd | 2,785 | $769.8K | 0.04% | +773+38.4% | Added |
| Everpar Advisors LLC | 2,736 | $764.2K | 0.38% | +140+5.4% | Added |
| Advisors Asset Management, Inc. | 2,673 | $746.6K | 0.01% | +738+38.1% | Added |
| QRG Capital Management, Inc. | 2,660 | $742.9K | 0.01% | −3,317−55.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,626 | $733.4K | 0.00% | +1,488+130.8% | Added |
| Entropy Technologies, LP | 2,620 | $731.8K | 0.08% | +2,620 | New |
| Proequities, Inc. | 2,607 | $728.1K | 0.05% | −26−1.0% | Reduced |
| Principal Securities, Inc. | 2,600 | $726.2K | 0.02% | +60+2.4% | Added |
| Emerald Advisers, LLC | 2,513 | $701.9K | 0.03% | −716−22.2% | Reduced |
| Old National Bancorp | 2,501 | $698.5K | 0.02% | +2,501 | New |