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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.

Q3 2024 vs. Q2 2024

How the institutions holding LPL Financial Holdings Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of LPLA: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders6777646−24
Shares72.0M5.36M72.1M+5.42M (+8.1%)
Value$20.1B$1.50B$16.8B−$1.81B (−9.7%)

7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (87)

Institutions that held LPL Financial Holdings Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to LPLA in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.4,754,404$1.11B0.02%
Marshall Wace, LLP863,254$200.8M0.26%
Third Point LLCSuperinvestorThird Point485,000$112.8M1.52%
Harris Associates L PSuperinvestorHarris Associates (Oakmark)212,238$49.4M0.06%
Tybourne Capital Management (HK) Ltd172,700$40.2M11.26%
Hudson Bay Capital Management LP88,947$20.7M0.14%
Interval Partners, LP78,746$18.3M0.52%
Squarepoint Ops LLC68,677$16.0M0.05%
Caisse de Depot Et Placement du Quebec62,104$14.4M0.03%
Westwood Holdings Group Inc.58,432$13.6M0.06%
Wealth High Governance Capital Ltda50,000$11.6M4.08%
Cobalt Capital Management, Inc.40,000$9.31M4.14%
Poplar Forest Capital LLC33,311$7.75M1.06%
ArrowMark Colorado Holdings LLC33,256$7.74M0.10%
Banco BTG Pactual S.A.33,015$7.68M2.00%
Brevan Howard Capital Management LP29,801$6.93M0.33%
Headlands Technologies LLC29,126$6.78M0.78%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund20,700$4.82M0.05%
Weiss Asset Management LP17,226$4.01M0.10%
Crestline Management, LP16,666$3.88M0.22%
Parallax Volatility Advisers, L.P.16,172$3.76M0.10%
Dodge & Cox15,556$3.62M0.00%
Teca Partners, LP15,061$3.50M2.45%
Sterling Capital Management LLC12,512$2.91M0.04%
Simplex Trading, LLC11,867$2.76M0.09%
Rockefeller Capital Management L.P.11,319$2.63M0.01%
TT International Asset Management LTD11,266$2.62M0.32%
Centiva Capital, LP10,867$2.53M0.11%
Dark Forest Capital Management LP10,837$2.52M0.32%
Quantitative Investment Management, LLC9,421$2.19M0.22%
Greenleaf Trust9,323$2.17M0.02%
F/M Investments LLC8,938$2.06M0.07%
Baird Financial Group, Inc.7,745$1.80M0.00%
Nomura Holdings Inc7,371$1.71M0.01%
Caption Management, LLC7,221$1.68M0.18%
Diversified Trust Co6,212$1.45M0.04%
Burney Co5,809$1.35M0.05%
Aigen Investment Management, LP4,138$962.6K0.19%
Graham Capital Management, L.P.3,946$918.0K0.03%
Gabelli Funds LLC3,500$814.2K0.01%
Hillsdale Investment Management Inc.3,370$784.0K0.06%
B. Metzler seel. Sohn & Co. Holding AG3,161$735.3K0.01%
Winton Group Ltd2,822$656.5K0.05%
Greenline Partners, LLC2,266$527.1K0.08%
Robertson Stephens Wealth Management, LLC2,149$499.9K0.02%
Twin Tree Management, LP2,124$494.1K0.01%
Two Sigma Securities, LLC2,122$493.6K0.04%
FinTrust Capital Advisors, LLC2,000$448.7K0.08%
Bridgefront Capital, LLC1,886$438.7K0.17%
Guggenheim Capital LLC1,779$413.8K0.00%
Shell Asset Management Co1,719$400.0K0.02%
CX Institutional1,643$382.2K0.02%
AXA S.A.1,351$314.3K0.00%
Los Angeles Capital Management LLC1,313$305.4K0.00%
PFG Investments, LLC1,145$266.3K0.02%
RiverGlades Family Offices LLC1,100$255.9K0.18%
Merit Financial Group, LLC1,082$251.7K0.01%
Net Worth Advisory Group1,029$239.6K0.07%
Greenland Capital Management LP916$213.1K0.04%
Financial Advocates Investment Management882$205.1K0.01%
Bryn Mawr Trust Co783$182.1K0.00%
Picton Mahoney Asset Management600$140.0K0.01%
Baldwin Brothers Inc337$78.4K0.01%
NBT Bank N A296$68.9K0.00%
Flaharty Asset Management, LLC187$43.5K0.01%
Skopos Labs, Inc.184$42.8K0.01%
Golden State Equity Partners167$38.8K0.01%
Wintrust Investments LLC162$37.0K0.03%
Alpine Bank Wealth Management150$34.9K0.01%
Paladin Wealth, LLC146$34.0K0.03%
Group One Trading, L.P.140$32.6K0.00%
Aster Capital Management (DIFC) Ltd140$32.6K0.01%
Ashton Thomas Securities, LLC132$30.7K0.01%
Geneos Wealth Management Inc.132$30.7K0.00%
Eastern Bank50$11.6K0.00%
Global Financial Private Client, LLC38$8.84K0.00%
Legacy Investment Solutions, LLC20$6.29K0.00%
Legacy Wealth Managment, LLC20$6.29K0.00%
Hemington Wealth Management19$5.00K0.00%
Fortitude Family Office, LLC19$4.42K0.00%
Capital Performance Advisors LLP18$4.19K0.00%
Frazier Financial Advisors, LLC16$3.72K0.00%
Foster Dykema Cabot & Partners, LLC12$2.79K0.00%
Claris Advisors, LLC5$1.16K0.00%
Bokf, NA2$4720.00%
Pacer Advisors, Inc.2$4650.00%
Talon Private Wealth, LLC2$4650.00%

Sold out (111)

Institutions that held LPL Financial Holdings Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Showing the largest 100 of 111 by value.

Institutions that sold out of LPLA in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Capital Research Global Investors1,577,102$440.5M
North Peak Capital Management, LLC224,731$62.8M
Castle Hook Partners LP207,774$58.0M
Jackson Square Partners, LLC137,689$38.5M
Pinebridge Investments, L.P.131,783$36.8M
Viking Global Investors LPSuperinvestorViking Global Investors130,000$36.3M
Waratah Capital Advisors Ltd.102,017$28.5M
Parnassus Investments56,840$15.9M
Transform Wealth, LLC36,141$10.1M
Rivermont Capital Management LP30,997$8.66M
Segment Wealth Management, LLC30,832$8.61M
Renaissance Technologies LLC25,476$7.12M
Lecap Asset Management Ltd14,950$4.18M
Palestra Capital Management LLC14,362$4.01M
Neo Ivy Capital Management13,248$3.70M
Jump Financial, LLC11,706$3.27M
Monument Capital Management9,409$2.63M
Martingale Asset Management L P7,697$2.15M
Dynamic Technology Lab Private Ltd7,559$2.11M
Aquatic Capital Management LLC7,520$2.10M
Clark Capital Management Group, Inc.7,518$2.10M
Banque Cantonale Vaudoise6,412$1.79M
Point72 Hong Kong Ltd6,406$1.79M
Aquila Investment Management LLC6,000$1.68M
FORA Capital, LLC5,675$1.59M
Acadian Asset Management LLC5,551$1.55M
Donoghue Forlines LLC5,287$1.48M
MBB Public Markets I LLC5,131$1.43M
Navellier & Associates Inc4,874$1.36M
Axq Capital, LP4,193$1.17M
Castleark Management LLC4,065$1.14M
Belpointe Asset Management LLC3,669$1.02M
Qsemble Capital Management, LP3,336$931.7K
Achmea Investment Management B.V.3,286$917.0K
Harvest Fund Management Co., Ltd3,203$894.0K
Point72 (DIFC) Ltd3,183$889.1K
Chiron Investment Management, LLC3,150$879.8K
Machina Capital S.A.S.3,104$866.9K
Landscape Capital Management, L.L.C.2,981$832.6K
Fortis Capital Advisors, LLC2,950$823.9K
Pearl River Capital, LLC2,912$813.3K
Entropy Technologies, LP2,620$731.8K
Gladstone Institutional Advisory LLC2,467$688.9K
Sherbrooke Park Advisers LLC2,410$673.1K
Impax Asset Management Group plc2,297$641.6K
PDT Partners, LLC2,247$627.6K
Petrus Trust Company, LTA2,066$577.0K
Versor Investments LP2,000$558.6K
Savant Capital, LLC1,794$501.1K
Diversify Advisory Services, LLC1,695$463.2K
Unique Wealth Strategies, LLC1,673$442.1K
MJP Associates Inc1,522$425.1K
Legacy Financial Group LLC1,366$381.5K
Symmetry Partners, LLC1,324$370.0K
Great Diamond Partners, LLC1,316$367.6K
Alps Advisors Inc1,309$365.6K
Transcend Wealth Collective, LLC1,301$363.4K
Capstone Investment Advisors, LLC1,246$348.0K
Boothbay Fund Management, LLC1,221$341.0K
iA Global Asset Management Inc.1,175$328.0K
Brown Financial Advisors1,111$310.2K
Foguth Wealth Management, LLC.1,084$302.9K
Alera Investment Advisors, LLC1,057$295.2K
Dorsey & Whitney Trust CO LLC998$278.7K
Drive Wealth Management, LLC962$268.6K
Intrust Bank NA915$255.6K
National Asset Management, Inc.900$251.4K
Kestra Private Wealth Services, LLC900$251.4K
Perigon Wealth Management, LLC845$236.0K
Teza Capital Management LLC831$232.1K
RMB Capital Management, LLC799$223.2K
Integrated Advisors Network LLC799$223.2K
ZWJ Investment Counsel Inc796$222.3K
Kolinsky Wealth Management, LLC791$220.9K
Cigna Investments Inc782$219.0K
Wedbush Securities Inc773$216.0K
Systematic Alpha Investments, LLC760$212.3K
De Burlo Group Inc750$209.5K
Waddell & Associates, LLC746$208.4K
Corton Capital Inc.735$205.3K
IFG Advisory, LLC733$204.8K
Koshinski Asset Management, Inc.747$204.1K
Catalytic Wealth RIA, LLC728$203.3K
Carr Financial Group Corp725$202.5K
Alta Advisers Ltd300$83.8K
Benjamin Edwards Inc298$83.0K
Ceredex Value Advisors LLC150$41.9K
Annis Gardner Whiting Capital Advisors, LLC138$38.5K
Crewe Advisors LLC129$36.0K
Key Financial Inc100$27.9K
Ashton Thomas Private Wealth, LLC90$25.1K
West Oak Capital, LLC75$20.9K
Opal Wealth Advisors, LLC60$16.8K
Valley National Advisers Inc37$10.0K
Oakworth Capital, Inc.32$8.94K
Front Row Advisors LLC32$8.94K
EdgeRock Capital LLC32$8.94K
Investment Research & Advisory Group, Inc.23$6.42K
VisionPoint Advisory Group, LLC18$5.03K
Innealta Capital, LLC12$3.35K

Not filed for Q3 2024 yet (7)

Institutions that held LPL Financial Holdings Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LPLA in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.5,302,759$1.48B
Susquehanna Fundamental Investments, LLC37,121$10.4M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)20,900$5.84M
Heritage Wealth Management, LLC1,712$478.2K
Benjamin F. Edwards & Company, Inc.349$97.0K
JJJ Advisors Inc.160$44.7K
Institutional & Family Asset Management, LLC3$838