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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2024: 677 institutions
Q1 2021: 398 institutionsQ2 2021: 419 institutionsQ3 2021: 423 institutionsQ4 2021: 435 institutionsQ1 2022: 481 institutionsQ2 2022: 534 institutionsQ3 2022: 583 institutionsQ4 2022: 632 institutionsQ1 2023: 615 institutionsQ2 2023: 590 institutionsQ3 2023: 601 institutionsQ4 2023: 621 institutionsQ1 2024: 650 institutionsQ2 2024: 677 institutionsQ3 2024: 646 institutionsQ4 2024: 725 institutionsQ1 2025: 788 institutionsQ2 2025: 802 institutionsQ3 2025: 759 institutionsQ4 2025: 826 institutionsQ1 2026: 769 institutionsQ2 2026: 768 institutions
Value heldQ2 2024: $20.1B
Q1 2021: $11.0BQ2 2021: $10.3BQ3 2021: $12.1BQ4 2021: $12.3BQ1 2022: $14.3BQ2 2022: $15.1BQ3 2022: $17.2BQ4 2022: $16.5BQ1 2023: $15.1BQ2 2023: $15.6BQ3 2023: $17.1BQ4 2023: $16.2BQ1 2024: $19.2BQ2 2024: $20.1BQ3 2024: $16.8BQ4 2024: $23.3BQ1 2025: $25.5BQ2 2025: $29.8BQ3 2025: $26.1BQ4 2025: $29.0BQ1 2026: $24.8BQ2 2026: $23.3B
Institutions holding LPLA and their total value by quarter
QuarterHoldersValue
Q2 2026768$23.3B
Q1 2026769$24.8B
Q4 2025826$29.0B
Q3 2025759$26.1B
Q2 2025802$29.8B
Q1 2025788$25.5B
Q4 2024725$23.3B
Q3 2024646$16.8B
Q2 2024677$20.1B
Q1 2024650$19.2B
Q4 2023621$16.2B
Q3 2023601$17.1B
Q2 2023590$15.6B
Q1 2023615$15.1B
Q4 2022632$16.5B
Q3 2022583$17.2B
Q2 2022534$15.1B
Q1 2022481$14.3B
Q4 2021435$12.3B
Q3 2021423$12.1B
Q2 2021419$10.3B
Q1 2021398$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.

Institutions holding LPLA in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Livforsakringsbolaget Skandia, Omsesidigt100$27.9K0.00%00.0%Unchanged
IAG Wealth Partners, LLC90$25.3K0.01%+7+8.4%Added
Ashton Thomas Private Wealth, LLC90$25.1K0.00%+90New
West Oak Capital, LLC75$20.9K0.01%00.0%Unchanged
AdvisorNet Financial, Inc70$19.6K0.00%−15−17.6%Reduced
Versant Capital Management, Inc69$19.3K0.00%+61+762.5%Added
JFS Wealth Advisors, LLC65$18.2K0.00%00.0%Unchanged
Opal Wealth Advisors, LLC60$16.8K0.01%+60New
Bell Investment Advisors, Inc57$15.9K0.00%+2+3.6%Added
Private Wealth Management Group, LLC54$15.1K0.01%+31+134.8%Added
Lazard Asset Management LLC51$14.0K0.00%−889−94.6%Reduced
PSI Advisors, LLC50$14.0K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC48$13.4K0.00%00.0%Unchanged
Park Place Capital Corp48$13.4K0.00%00.0%Unchanged
Global X Japan Co., Ltd.45$12.6K0.00%−22−32.8%Reduced
Global Wealth Strategies & Associates44$12.3K0.00%00.0%Unchanged
Trust Co of Vermont43$12.0K0.00%+43New
Cape Investment Advisory, Inc.36$10.1K0.00%+23+176.9%Added
Valley National Advisers Inc37$10.0K0.00%+1+2.8%Added
Front Row Advisors LLC32$8.94K0.00%+5+18.5%Added
Oakworth Capital, Inc.32$8.94K0.00%+32New
EdgeRock Capital LLC32$8.94K0.01%+32New
Alaska Permanent Fund Corp38$8.42K0.00%+38New
Jones Financial Companies LLLP30$8.38K0.00%+30New
Center for Financial Planning, Inc.30$8.38K0.00%+30New
CVA Family Office, LLC29$8.10K0.00%+4+16.0%Added
Meeder Asset Management Inc26$7.26K0.00%00.0%Unchanged
ESL Trust Services, LLC25$6.98K0.00%+25New
Financial Network Wealth Advisors LLC25$6.98K0.01%+25New
WealthCollab, LLC24$6.70K0.00%00.0%Unchanged
Concord Wealth Partners24$6.70K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.23$6.42K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.23$6.42K0.00%00.0%Unchanged
SJS Investment Consulting Inc.22$6.15K0.00%00.0%Unchanged
Massmutual Trust Co FSB21$5.87K0.00%+2+10.5%Added
Bruce G. Allen Investments, LLC19$5.31K0.00%−10−34.5%Reduced
CNB Bank19$5.31K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.19$5.31K0.00%+3+18.8%Added
Harbour Investments, Inc.18$5.03K0.00%−5−21.7%Reduced
VisionPoint Advisory Group, LLC18$5.03K0.00%00.0%Unchanged
Raleigh Capital Management Inc.18$5.03K0.00%00.0%Unchanged
Leonteq Securities AG17$4.75K0.00%+17New
GPS Wealth Strategies Group, LLC15$4.19K0.00%00.0%Unchanged
Wolff Wiese Magana LLC15$4.19K0.00%00.0%Unchanged
Washington Trust Co13$3.63K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton12$3.38K0.00%00.0%Unchanged
Innealta Capital, LLC12$3.35K0.00%+12New
Lynx Investment Advisory11$3.07K0.00%+11New
American National Bank10$2.79K0.00%−130−92.9%Reduced
Hexagon Capital Partners LLC9$2.51K0.00%00.0%Unchanged
Sunbelt Securities, Inc.8$2.23K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC8$2.23K0.00%+8New
Triad Wealth Partners, LLC8$2.23K0.00%+8New
Householder Group Estate & Retirement Specialist, LLC9$2.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC7$1.96K0.00%00.0%Unchanged
Sachetta, LLC8$1.77K0.00%+5+166.7%Added
MV Capital Management, Inc.6$1.68K0.00%+3+100.0%Added
Raffa Wealth Management, LLC5$1.40K0.00%00.0%Unchanged
ZRC Wealth Management, LLC5$1.40K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC5$1.40K0.00%00.0%Unchanged
Rothschild Investment LLC5$1.40K0.00%+5New
Rakuten Securities, Inc.5$1.40K0.00%+5New
Riggs Asset Managment Co. Inc.4$1.12K0.00%+2+100.0%Added
Richardson Financial Services Inc.4$1.12K0.00%00.0%Unchanged
Tucker Asset Management LLC4$1.12K0.00%+4New
Avion Wealth6$1.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC4$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$1.00K0.00%+2New
Continuum Advisory, LLC3$8380.00%00.0%Unchanged
Institutional & Family Asset Management, LLC3$8380.00%00.0%Unchanged
GHP Investment Advisors, Inc.3$8380.00%+3New
Abich Financial Wealth Management LLC1$2860.00%+1New
Larson Financial Group LLC1$2820.00%00.0%Unchanged
Manchester Capital Management LLC1$2800.00%00.0%Unchanged
TFC Financial Management1$2800.00%00.0%Unchanged
Harbor Investment Advisory, LLC1$2790.00%−3−75.0%Reduced
Dogwood Wealth Management LLC0$30.00%0Unchanged
Compagnie Lombard Odier SCmA0$00.00%−23,210−100.0%Sold out
Activest Wealth Management0$00.00%−23−100.0%Sold out
ArrowMark Colorado Holdings LLC0$00.00%−452,938−100.0%Sold out
12 West Capital Management LP0$00.00%−30,300−100.0%Sold out
Formuepleje A/S0$00.00%−26,390−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−23,628−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−22,867−100.0%Sold out
LMR Partners LLP0$00.00%−21,772−100.0%Sold out
Chilton Investment Co LLC0$00.00%−21,178−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−18,815−100.0%Sold out
Hiddenite Capital Partners LP0$00.00%−12,900−100.0%Sold out
CenterBook Partners LP0$00.00%−8,760−100.0%Sold out
Otter Creek Advisors, LLC0$00.00%−8,741−100.0%Sold out
Squarepoint Ops LLC0$00.00%−6,991−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−6,132−100.0%Sold out
Quadrature Capital Ltd0$00.00%−6,127−100.0%Sold out
Headlands Technologies LLC0$00.00%−6,081−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−5,714−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−4,944−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−4,598−100.0%Sold out
HRT Financial LP0$00.00%−4,237−100.0%Sold out
Seven Eight Capital, LP0$00.00%−3,631−100.0%Sold out
University of Texas/Texas Am Investment Managment Co0$00.00%−3,744−100.0%Sold out