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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 1,040 | $290.5K | 0.01% | −50−4.6% | Reduced |
| Apollon Wealth Management, LLC | 1,035 | $289.1K | 0.01% | +16+1.6% | Added |
| Concurrent Investment Advisors, LLC | 1,026 | $286.7K | 0.01% | +1,026 | New |
| Rakuten Investment Management, Inc. | 1,024 | $283.0K | 0.00% | +370+56.6% | Added |
| Forum Financial Management, LP | 1,013 | $282.9K | 0.01% | +4+0.4% | Added |
| Stephens Inc | 1,002 | $280.0K | 0.00% | +156+18.4% | Added |
| Dorsey & Whitney Trust CO LLC | 998 | $278.7K | 0.02% | −116−10.4% | Reduced |
| Plato Investment Management Ltd | 980 | $273.7K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 962 | $268.6K | 0.07% | +33+3.6% | Added |
| Elgethun Capital Management | 958 | $267.6K | 0.07% | 00.0% | Unchanged |
| Intrust Bank NA | 915 | $255.6K | 0.03% | −34−3.6% | Reduced |
| National Asset Management, Inc. | 900 | $251.4K | 0.01% | −1,311−59.3% | Reduced |
| Kestra Private Wealth Services, LLC | 900 | $251.4K | 0.01% | −54−5.7% | Reduced |
| Metis Global Partners, LLC | 899 | $251.1K | 0.01% | −63−6.5% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 880 | $248.2K | 0.14% | +880 | New |
| GeoWealth Management, LLC | 888 | $248.0K | 0.01% | +114+14.7% | Added |
| Quent Capital, LLC | 876 | $244.5K | 0.03% | +1+0.1% | Added |
| Lindbrook Capital, LLC | 872 | $243.6K | 0.02% | +3+0.3% | Added |
| V-Square Quantitative Management LLC | 865 | $241.6K | 0.04% | +2+0.2% | Added |
| TSFG, LLC | 863 | $241.0K | 0.06% | +1+0.1% | Added |
| Sequoia Financial Advisors, LLC | 857 | $239.5K | 0.00% | +71+9.0% | Added |
| Perigon Wealth Management, LLC | 845 | $236.0K | 0.01% | −25−2.9% | Reduced |
| Mather Group, LLC. | 892 | $235.7K | 0.00% | +12+1.4% | Added |
| Teza Capital Management LLC | 831 | $232.1K | 0.03% | +831 | New |
| Berger Financial Group, Inc | 823 | $229.9K | 0.02% | +13+1.6% | Added |
| Portside Wealth Group, LLC | 822 | $229.6K | 0.04% | +822 | New |
| EP Wealth Advisors, LLC | 813 | $227.0K | 0.00% | +813 | New |
| RMB Capital Management, LLC | 799 | $223.2K | 0.01% | +1+0.1% | Added |
| Integrated Advisors Network LLC | 799 | $223.2K | 0.01% | +799 | New |
| International Assets Investment Management, LLC | 799 | $223.2K | 0.02% | +799 | New |
| ZWJ Investment Counsel Inc | 796 | $222.3K | 0.01% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 791 | $220.9K | 0.16% | +791 | New |
| Cigna Investments Inc | 782 | $219.0K | 0.04% | −17−2.1% | Reduced |
| Wedbush Securities Inc | 773 | $216.0K | 0.01% | +773 | New |
| Systematic Alpha Investments, LLC | 760 | $212.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 754 | $210.6K | 0.13% | −36−4.6% | Reduced |
| De Burlo Group Inc | 750 | $209.5K | 0.03% | +750 | New |
| Waddell & Associates, LLC | 746 | $208.4K | 0.03% | +746 | New |
| Hill Investment Group Partners, LLC | 940 | $207.3K | 0.03% | +14+1.5% | Added |
| ASB Consultores, LLC | 736 | $205.6K | 0.07% | −642−46.6% | Reduced |
| Corton Capital Inc. | 735 | $205.3K | 0.11% | +735 | New |
| IFG Advisory, LLC | 733 | $204.8K | 0.01% | +733 | New |
| Koshinski Asset Management, Inc. | 747 | $204.1K | 0.02% | −234−23.9% | Reduced |
| Catalytic Wealth RIA, LLC | 728 | $203.3K | 0.04% | +728 | New |
| Carr Financial Group Corp | 725 | $202.5K | 0.06% | +725 | New |
| Tower Research Capital LLC (TRC) | 669 | $186.9K | 0.00% | −704−51.3% | Reduced |
| Assetmark, Inc | 641 | $179.1K | 0.00% | +69+12.1% | Added |
| Ci Investments Inc. | 641 | $179.0K | 0.00% | +59+10.1% | Added |
| TD Waterhouse Canada Inc. | 622 | $175.4K | 0.00% | +86+16.0% | Added |
| United Community Bank | 615 | $171.8K | 0.07% | −15−2.4% | Reduced |
| Fifth Third Bancorp | 573 | $160.0K | 0.00% | +567+9,450.0% | Added |
| Transamerica Financial Advisors, Inc. | 555 | $155.0K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 518 | $144.8K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 506 | $141.3K | 0.01% | +1+0.2% | Added |
| Private Trust Co NA | 475 | $132.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 614 | $129.9K | 0.00% | +78+14.6% | Added |
| Ronald Blue Trust, Inc. | 485 | $128.1K | 0.00% | +358+281.9% | Added |
| Colonial Trust Co | 455 | $127.1K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 452 | $126.2K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 450 | $125.7K | 0.02% | +450 | New |
| Farther Finance Advisors, LLC | 416 | $117.3K | 0.01% | +262+170.1% | Added |
| Gables Capital Management Inc. | 400 | $111.7K | 0.06% | 00.0% | Unchanged |
| Central Trust Co | 367 | $102.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 353 | $98.6K | 0.00% | +22+6.6% | Added |
| Penserra Capital Management LLC | 350 | $98.0K | 0.00% | −2−0.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 349 | $97.0K | 0.00% | +15+4.5% | Added |
| PEAK6 Investments LLC | 333 | $93.0K | 0.00% | −751−69.3% | Reduced |
| Quarry LP | 327 | $91.3K | 0.04% | +102+45.3% | Added |
| Arlington Trust Co LLC | 315 | $88.0K | 0.02% | −71−18.4% | Reduced |
| Alta Advisers Ltd | 300 | $83.8K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 298 | $83.0K | 0.02% | +24+8.8% | Added |
| First Horizon Advisors, Inc. | 291 | $81.3K | 0.00% | −77−20.9% | Reduced |
| Central Pacific Bank - Trust Division | 272 | $76.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 240 | $67.1K | 0.00% | −36−13.0% | Reduced |
| Smartleaf Asset Management LLC | 225 | $62.2K | 0.01% | +144+177.8% | Added |
| J.Safra Asset Management Corp | 222 | $62.0K | 0.01% | +191+616.1% | Added |
| GAMMA Investing LLC | 216 | $60.3K | 0.01% | +78+56.5% | Added |
| Sandy Spring Bank | 205 | $57.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 181 | $51.0K | 0.03% | −49−21.3% | Reduced |
| SRS Capital Advisors, Inc. | 182 | $50.7K | 0.00% | +46+33.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 181 | $50.6K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 171 | $47.8K | 0.00% | −24−12.3% | Reduced |
| Walleye Trading LLC | 161 | $45.0K | 0.00% | −1,083−87.1% | Reduced |
| JJJ Advisors Inc. | 160 | $44.7K | 0.01% | −63−28.3% | Reduced |
| Spire Wealth Management | 159 | $44.5K | 0.00% | +16+11.2% | Added |
| CoreCap Advisors, LLC | 156 | $43.6K | 0.00% | −2−1.3% | Reduced |
| Ceredex Value Advisors LLC | 150 | $41.9K | 0.00% | −50−25.0% | Reduced |
| FIL Ltd | 141 | $39.4K | 0.00% | +48+51.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 138 | $38.5K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 138 | $38.5K | 0.00% | +12+9.5% | Added |
| Tortoise Investment Management, LLC | 131 | $36.6K | 0.00% | +56+74.7% | Added |
| Crewe Advisors LLC | 129 | $36.0K | 0.00% | +101+360.7% | Added |
| Capital Analysts, LLC | 128 | $36.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 119 | $34.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 113 | $31.6K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 111 | $31.0K | 0.00% | +5+4.7% | Added |
| Huntington National Bank | 110 | $30.7K | 0.00% | +19+20.9% | Added |
| Andra AP-fonden | 100 | $27.9K | 0.00% | −26,400−99.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 100 | $27.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $27.9K | 0.01% | +100 | New |