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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 2,481 | $693.0K | 0.00% | +2,481 | New |
| Gladstone Institutional Advisory LLC | 2,467 | $688.9K | 0.04% | −51−2.0% | Reduced |
| Parallel Advisors, LLC | 2,434 | $679.8K | 0.02% | +18+0.7% | Added |
| Sherbrooke Park Advisers LLC | 2,410 | $673.1K | 0.12% | +2,410 | New |
| MONECO Advisors, LLC | 2,396 | $669.3K | 0.10% | −20−0.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,374 | $663.1K | 0.03% | −303−11.3% | Reduced |
| Impax Asset Management Group plc | 2,297 | $641.6K | 0.00% | +2,297 | New |
| London Co of Virginia | 2,270 | $634.0K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 2,247 | $627.6K | 0.06% | −34−1.5% | Reduced |
| Prossimo Advisors, LLC | 2,235 | $624.0K | 0.56% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,207 | $616.4K | 0.14% | +2+0.1% | Added |
| Concorde Asset Management, LLC | 2,200 | $614.4K | 0.38% | 00.0% | Unchanged |
| XML Financial, LLC | 2,189 | $611.5K | 0.06% | −25−1.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,169 | $605.8K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,140 | $597.0K | 0.05% | −32−1.5% | Reduced |
| Petrus Trust Company, LTA | 2,066 | $577.0K | 0.05% | +2,066 | New |
| Vontobel Holding Ltd. | 2,062 | $575.9K | 0.00% | −150−6.8% | Reduced |
| Fiduciary Trust Co | 2,026 | $565.9K | 0.01% | +588+40.9% | Added |
| Davenport & Co LLC | 2,022 | $564.7K | 0.00% | +624+44.6% | Added |
| Archer Investment Corp | 2,016 | $563.0K | 0.16% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 2,000 | $558.6K | 0.20% | 00.0% | Unchanged |
| Versor Investments LP | 2,000 | $558.6K | 0.10% | +2,000 | New |
| Hamilton Capital Partners Inc. | 1,973 | $551.1K | 0.06% | −310−13.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,952 | $545.2K | 0.04% | +206+11.8% | Added |
| HighPoint Advisor Group LLC | 2,395 | $531.0K | 0.03% | +170+7.6% | Added |
| Hunting Hill Global Capital, LLC | 1,871 | $522.6K | 0.26% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,923 | $507.0K | 0.03% | +210+12.3% | Added |
| Moody Lynn & Lieberson, LLC | 1,800 | $502.7K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,794 | $501.1K | 0.01% | −12−0.7% | Reduced |
| Ieq Capital, LLC | 1,784 | $498.4K | 0.01% | −14−0.8% | Reduced |
| AE Wealth Management LLC | 1,758 | $491.0K | 0.00% | +1,758 | New |
| Applied Finance Capital Management, LLC | 1,757 | $490.7K | 0.02% | +1,757 | New |
| Arrowstreet Capital, Limited Partnership | 1,756 | $490.0K | 0.00% | +58+3.4% | Added |
| United Capital Financial Advisers, LLC | 1,734 | $484.3K | 0.00% | −128−6.9% | Reduced |
| Moran Wealth Management, LLC | 1,715 | $479.0K | 0.02% | +547+46.8% | Added |
| Heritage Wealth Management, LLC | 1,712 | $478.2K | 0.27% | −228−11.8% | Reduced |
| Heritage Family Offices, LLP | 1,712 | $478.2K | 0.27% | +1,712 | New |
| New York State Teachers Retirement System | 1,713 | $478.0K | 0.00% | +1,125+191.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,665 | $465.0K | 0.00% | +80+5.0% | Added |
| Investment Management Corp of Ontario | 1,661 | $463.9K | 0.01% | +400+31.7% | Added |
| Diversify Advisory Services, LLC | 1,695 | $463.2K | 0.03% | +1,695 | New |
| Sanchez Wealth Management Group | 1,649 | $460.5K | 0.15% | +2+0.1% | Added |
| Yousif Capital Management, LLC | 1,647 | $460.0K | 0.01% | −46−2.7% | Reduced |
| National Bank of Canada | 1,604 | $452.2K | 0.00% | −118,168−98.7% | Reduced |
| Mattson Financial Services, LLC | 1,612 | $450.2K | 0.16% | +1,612 | New |
| Cullen/Frost Bankers, Inc. | 1,609 | $449.4K | 0.01% | +9+0.6% | Added |
| UniSuper Management Pty Ltd | 1,600 | $446.9K | 0.00% | +500+45.5% | Added |
| Lido Advisors, LLC | 1,597 | $446.1K | 0.00% | +61+4.0% | Added |
| Bessemer Group Inc | 1,599 | $446.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,593 | $444.9K | 0.01% | +1,186+291.4% | Added |
| Unique Wealth Strategies, LLC | 1,673 | $442.1K | 0.21% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 1,579 | $441.0K | 0.01% | +757+92.1% | Added |
| Pennsylvania Capital Management Inc | 1,572 | $439.1K | 0.17% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,559 | $435.4K | 0.02% | +5+0.3% | Added |
| Pzena Investment Management LLC | 1,541 | $430.4K | 0.00% | +522+51.2% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,537 | $429.4K | 0.12% | +1+0.1% | Added |
| MJP Associates Inc | 1,522 | $425.1K | 0.09% | +77+5.3% | Added |
| Ironwood Investment Counsel, LLC | 1,520 | $424.5K | 0.08% | −525−25.7% | Reduced |
| Fox Run Management, L.L.C. | 1,512 | $422.3K | 0.08% | −1,557−50.7% | Reduced |
| DGS Capital Management, LLC | 1,508 | $421.2K | 0.12% | −117−7.2% | Reduced |
| RSM US Wealth Management LLC | 1,474 | $415.1K | 0.01% | +1,474 | New |
| Signaturefd, LLC | 1,482 | $413.9K | 0.01% | +82+5.9% | Added |
| Corebridge Financial, Inc. | 1,481 | $413.6K | 0.00% | +1,481 | New |
| Axxcess Wealth Management, LLC | 1,454 | $406.2K | 0.01% | −763−34.4% | Reduced |
| Hallmark Capital Management Inc | 1,436 | $401.1K | 0.03% | −126−8.1% | Reduced |
| Wealth Alliance | 1,419 | $396.3K | 0.05% | +2+0.1% | Added |
| State of Michigan Retirement System | 1,400 | $391.0K | 0.00% | −300−17.6% | Reduced |
| Oak Thistle LLC | 1,391 | $388.5K | 0.29% | −526−27.4% | Reduced |
| Coldstream Capital Management Inc | 1,372 | $383.2K | 0.01% | +14+1.0% | Added |
| Gsa Capital Partners LLP | 1,373 | $383.0K | 0.03% | +50+3.8% | Added |
| Legacy Financial Group LLC | 1,366 | $381.5K | 0.08% | 00.0% | Unchanged |
| Veriti Management LLC | 1,357 | $379.1K | 0.02% | +1,357 | New |
| Thoroughbred Financial Services, LLC | 1,359 | $379.0K | 0.03% | +1,359 | New |
| Cynosure Management, LLC | 1,339 | $374.0K | 0.06% | +175+15.0% | Added |
| SFG Wealth Management, LLC. | 1,339 | $373.9K | 0.21% | +1+0.1% | Added |
| Symmetry Partners, LLC | 1,324 | $370.0K | 0.02% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,316 | $367.6K | 0.09% | −95−6.7% | Reduced |
| Alps Advisors Inc | 1,309 | $365.6K | 0.00% | −6−0.5% | Reduced |
| Transcend Wealth Collective, LLC | 1,301 | $363.4K | 0.03% | +478+58.1% | Added |
| Thrive Wealth Management, LLC | 1,301 | $363.4K | 0.07% | +141+12.2% | Added |
| ProShare Advisors LLC | 1,266 | $353.6K | 0.00% | −560−30.7% | Reduced |
| Capstone Investment Advisors, LLC | 1,246 | $348.0K | 0.01% | +480+62.7% | Added |
| Gibbs Wealth Management | 1,244 | $347.4K | 0.14% | +1,244 | New |
| HB Wealth Management, LLC | 1,222 | $341.3K | 0.00% | +1,222 | New |
| First County Bank | 1,222 | $341.3K | 0.18% | −88−6.7% | Reduced |
| Boothbay Fund Management, LLC | 1,221 | $341.0K | 0.01% | −471−27.8% | Reduced |
| Beacon Pointe Advisors, LLC | 1,220 | $340.6K | 0.00% | −280−18.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,523 | $337.4K | 0.02% | −150−9.0% | Reduced |
| CWM, LLC | 1,205 | $337.0K | 0.00% | +108+9.8% | Added |
| Schechter Investment Advisors, LLC | 1,205 | $336.6K | 0.03% | +167+16.1% | Added |
| LRI Investments, LLC | 1,184 | $330.6K | 0.04% | +1,139+2,531.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,180 | $329.6K | 0.00% | +1,180 | New |
| iA Global Asset Management Inc. | 1,175 | $328.0K | 0.01% | −259−18.1% | Reduced |
| Cetera Trust Company, N.A | 1,160 | $324.0K | 0.20% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,148 | $320.6K | 0.00% | +1,148 | New |
| Brown Financial Advisors | 1,111 | $310.2K | 0.14% | +1,111 | New |
| OneAscent Financial Services LLC | 1,111 | $310.0K | 0.04% | −23−2.0% | Reduced |
| McMahon Financial Advisors, LLC | 1,105 | $308.6K | 0.07% | −1,375−55.4% | Reduced |
| Foguth Wealth Management, LLC. | 1,084 | $302.9K | 0.13% | +1,084 | New |
| Alera Investment Advisors, LLC | 1,057 | $295.2K | 0.04% | −1,597−60.2% | Reduced |