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, Q3 2024
Institutional positions in LPL Financial Holdings Inc. as of Sep 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
- 646
- −24 vs. Q2 2024
- Shares held
- 72.1M
- +5.42M (+8.1%) vs. Q2 2024
- Total value
- $16.8B
- −$1.81B (−9.7%) vs. Q2 2024
- New holders
- 87
- 243 more added
- Sold out
- 111
- 241 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,279,594 | $1.69B | 0.03% | +91,726+1.3% | Added |
| BlackRock, Inc. | 4,754,404 | $1.11B | 0.02% | +4,754,404 | New |
| FMR LLC | 3,322,571 | $772.9M | 0.05% | +650,675+24.4% | Added |
| Boston Partners | 3,099,904 | $722.8M | 0.85% | +1,212,715+64.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,603,251 | $605.6M | 1.34% | +13,458+0.5% | Added |
| Janus Henderson Group PLC | 2,528,497 | $588.2M | 0.30% | −13,688−0.5% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,180,137 | $507.2M | 3.78% | +495,067+29.4% | Added |
| State Street Corp | 1,677,093 | $390.1M | 0.02% | −25,879−1.5% | Reduced |
| Samlyn Capital, LLC | 1,645,694 | $382.8M | 6.18% | +450,979+37.7% | Added |
| WCM Investment Management, LLC | 1,649,668 | $380.8M | 0.86% | −14,050−0.8% | Reduced |
| Geode Capital Management, LLC | 1,436,831 | $333.6M | 0.03% | +36,474+2.6% | Added |
| JPMorgan Chase & Co | 1,275,136 | $296.6M | 0.02% | +276,166+27.6% | Added |
| Darlington Partners Capital Management, LP | 1,099,736 | $255.8M | 10.35% | +316,446+40.4% | Added |
| Eminence Capital, LP | 1,078,109 | $250.8M | 3.81% | +408,858+61.1% | Added |
| First Trust Advisors LP | 991,029 | $230.5M | 0.22% | +901,509+1,007.0% | Added |
| Clarkston Capital Partners, LLC | 977,030 | $227.3M | 4.18% | −15,585−1.6% | Reduced |
| Norges Bank | 921,722 | $214.4M | 0.03% | −7,164−0.8% | Reduced |
| TD Asset Management Inc | 906,613 | $209.3M | 0.18% | +25,438+2.9% | Added |
| Morgan Stanley | 870,848 | $202.6M | 0.01% | −596,159−40.6% | Reduced |
| Marshall Wace, LLP | 863,254 | $200.8M | 0.26% | +863,254 | New |
| Millennium Management LLC | 839,199 | $195.2M | 0.17% | +396,104+89.4% | Added |
| Dimensional Fund Advisors LP | 800,591 | $186.2M | 0.05% | +18,585+2.4% | Added |
| Eagle Asset Management Inc | 591,233 | $184.6M | 0.94% | −61,990−9.5% | Reduced |
| SurgoCap Partners LP | 780,721 | $181.6M | 9.69% | +233,880+42.8% | Added |
| Southpoint Capital Advisors LP | 750,000 | $174.5M | 4.14% | +250,000+50.0% | Added |
| Westfield Capital Management Co LP | 710,867 | $165.4M | 0.75% | +126,266+21.6% | Added |
| Massachusetts Financial Services Co | 710,367 | $165.3M | 0.05% | −174,263−19.7% | Reduced |
| Epoch Investment Partners, Inc. | 700,034 | $162.8M | 0.73% | +53,694+8.3% | Added |
| HMI Capital Management, L.P. | 692,543 | $161.1M | 6.67% | +122,900+21.6% | Added |
| Azora Capital LP | 643,544 | $149.7M | 8.07% | +220,622+52.2% | Added |
| Price T Rowe Associates Inc | 615,985 | $143.3M | 0.02% | −1,483,931−70.7% | Reduced |
| UBS Asset Management Americas Inc | 615,237 | $143.1M | 0.04% | −40,214−6.1% | Reduced |
| Canada Pension Plan Investment Board | 607,765 | $141.4M | 0.13% | −167,136−21.6% | Reduced |
| Manufacturers Life Insurance Company, The | 559,402 | $130.1M | 0.11% | −214,773−27.7% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 520,404 | $121.1M | 1.09% | +38,613+8.0% | Added |
| Wells Fargo & Company | 498,223 | $115.9M | 0.03% | −4,720−0.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 497,075 | $115.6M | 2.25% | +223,931+82.0% | Added |
| Fairview Capital Investment Management, LLC | 485,946 | $113.0M | 6.11% | −873−0.2% | Reduced |
| Third Point LLCSuperinvestorThird Point | 485,000 | $112.8M | 1.52% | +485,000 | New |
| Bank of New York Mellon Corp | 479,915 | $111.6M | 0.02% | −443,075−48.0% | Reduced |
| Junto Capital Management LP | 477,586 | $111.1M | 2.50% | −91,248−16.0% | Reduced |
| American Century Companies Inc | 474,026 | $110.3M | 0.06% | −3,185−0.7% | Reduced |
| First Pacific Advisors, LP | 458,362 | $106.6M | 1.48% | −576−0.1% | Reduced |
| Man Group plc | 448,926 | $104.4M | 0.30% | +200,949+81.0% | Added |
| Agf Management Ltd | 447,510 | $104.1M | 0.53% | +15,232+3.5% | Added |
| Northern Trust Corp | 429,594 | $99.9M | 0.02% | −28,970−6.3% | Reduced |
| Citadel Advisors LLC | 419,977 | $97.7M | 0.10% | +63,293+17.7% | Added |
| Bank of America Corp | 354,700 | $82.5M | 0.01% | −227,322−39.1% | Reduced |
| Point72 Asset Management, L.P. | 350,382 | $81.5M | 0.28% | +207,153+144.6% | Added |
| Legal & General Group Plc | 340,526 | $79.2M | 0.02% | −2,796−0.8% | Reduced |
| Raymond James & Associates | 333,568 | $77.6M | 0.05% | −60,523−15.4% | Reduced |
| Charles Schwab Investment Management Inc | 321,813 | $74.9M | 0.01% | +9,899+3.2% | Added |
| Envestnet Asset Management Inc | 316,670 | $73.7M | 0.02% | −12,293−3.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 281,679 | $65.5M | 0.78% | +47,952+20.5% | Added |
| Franklin Resources Inc | 259,919 | $64.9M | 0.02% | −56,121−17.8% | Reduced |
| Holocene Advisors, LP | 278,783 | $64.9M | 0.26% | +56,825+25.6% | Added |
| UBS Group AG | 272,655 | $63.4M | 0.02% | +151,584+125.2% | Added |
| Macquarie Group Ltd | 253,573 | $59.0M | 0.06% | −154,215−37.8% | Reduced |
| Standard Life Aberdeen plc | 253,368 | $59.0M | 0.11% | −5,596−2.2% | Reduced |
| Ameriprise Financial Inc | 249,329 | $58.0M | 0.01% | +14,501+6.2% | Added |
| Qube Research & Technologies Ltd | 248,663 | $57.8M | 0.11% | +153,289+160.7% | Added |
| Nuveen Asset Management, LLC | 236,884 | $55.1M | 0.02% | −38,972−14.1% | Reduced |
| Goldman Sachs Group Inc | 231,970 | $54.0M | 0.01% | −65,753−22.1% | Reduced |
| Wellington Management Group LLP | 227,157 | $52.8M | 0.01% | +56,070+32.8% | Added |
| Coronation Fund Managers Ltd. | 217,451 | $50.6M | 2.81% | +88,196+68.2% | Added |
| Deutsche Bank AG | 213,971 | $49.8M | 0.02% | +36,947+20.9% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 212,238 | $49.4M | 0.06% | +212,238 | New |
| Captrust Financial Advisors | 197,584 | $46.0M | 0.14% | +182,076+1,174.1% | Added |
| D. E. Shaw & Co., Inc. | 195,143 | $45.4M | 0.06% | −301,235−60.7% | Reduced |
| Truist Financial Corp | 178,047 | $41.4M | 0.07% | +7,199+4.2% | Added |
| Royal Bank of Canada | 177,038 | $41.2M | 0.01% | −15,774−8.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 175,199 | $40.8M | 0.03% | +4,572+2.7% | Added |
| Tybourne Capital Management (HK) Ltd | 172,700 | $40.2M | 11.26% | +172,700 | New |
| Employees Retirement System of Texas | 168,400 | $39.2M | 0.34% | 00.0% | Unchanged |
| HSBC Holdings PLC | 157,789 | $36.7M | 0.02% | −4,041−2.5% | Reduced |
| Brown Brothers Harriman & Co | 151,979 | $35.4M | 0.24% | +56,015+58.4% | Added |
| Alliancebernstein L.P. | 151,606 | $35.3M | 0.01% | −228,884−60.2% | Reduced |
| Buckingham Strategic Partners | 148,469 | $34.5M | 0.73% | +623+0.4% | Added |
| Family Wealth Partners, LLC | 147,896 | $34.4M | 17.60% | +608+0.4% | Added |
| California Public Employees Retirement System | 145,026 | $33.7M | 0.02% | −2,717−1.8% | Reduced |
| Invesco Ltd. | 128,641 | $29.9M | 0.01% | −438,884−77.3% | Reduced |
| Reinhart Partners, Inc. | 126,757 | $29.5M | 1.12% | +49,909+64.9% | Added |
| Stifel Financial Corp | 122,831 | $28.6M | 0.03% | −22,192−15.3% | Reduced |
| Victory Capital Management Inc | 119,955 | $27.9M | 0.03% | −47,154−28.2% | Reduced |
| National Pension Service | 117,724 | $27.4M | 0.03% | +4,524+4.0% | Added |
| Barclays PLC | 115,767 | $26.9M | 0.01% | +61,698+114.1% | Added |
| Comerica Bank | 113,746 | $26.5M | 0.10% | +11,050+10.8% | Added |
| California State Teachers Retirement System | 109,862 | $25.6M | 0.03% | −2,017−1.8% | Reduced |
| LPL Financial LLC | 106,135 | $24.7M | 0.01% | +5,677+5.7% | Added |
| Rhumbline Advisers | 105,813 | $24.6M | 0.02% | +120.0% | Added |
| Heron Bay Capital Management | 96,131 | $22.4M | 4.70% | +6,286+7.0% | Added |
| Russell Investments Group, Ltd. | 95,237 | $22.1M | 0.03% | +43,088+82.6% | Added |
| Jennison Associates LLC | 94,850 | $22.1M | 0.01% | +29,895+46.0% | Added |
| Intech Investment Management LLC | 91,999 | $21.4M | 0.24% | +66,932+267.0% | Added |
| Hudson Bay Capital Management LP | 88,947 | $20.7M | 0.14% | +88,947 | New |
| SEI Investments Co | 87,660 | $20.4M | 0.03% | +4,382+5.3% | Added |
| Iridian Asset Management LLC | 82,834 | $19.3M | 4.13% | +36,212+77.7% | Added |
| Aviva PLC | 80,867 | $18.8M | 0.05% | +1,739+2.2% | Added |
| Interval Partners, LP | 78,746 | $18.3M | 0.52% | +78,746 | New |
| Danske Bank A/S | 77,506 | $18.0M | 0.06% | −6,678−7.9% | Reduced |