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 |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Manchester Capital Management LLC | 1 | $233 | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2 | $465 | 0.00% | +2 | New |
| Talon Private Wealth, LLC | 2 | $465 | 0.00% | +2 | New |
| Larson Financial Group LLC | 2 | $468 | 0.00% | +1+100.0% | Added |
| Bokf, NA | 2 | $472 | 0.00% | +2 | New |
| Bruce G. Allen Investments, LLC | 4 | $931 | 0.00% | −15−78.9% | Reduced |
| Tucker Asset Management LLC | 4 | $931 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Avion Wealth | 8 | $1.00K | 0.00% | +2+33.3% | Added |
| Richardson Financial Services Inc. | 4 | $1.12K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 5 | $1.16K | 0.00% | −38−88.4% | Reduced |
| Rothschild Investment LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5 | $1.16K | 0.00% | +5 | New |
| Cherry Tree Wealth Management, LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4 | $1.26K | 0.00% | +1+33.3% | Added |
| Washington Trust Co | 6 | $1.40K | 0.00% | −7−53.8% | Reduced |
| Sound Income Strategies, LLC | 7 | $1.63K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 8 | $1.85K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 10 | $2.33K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $2.33K | 0.00% | +4+66.7% | Added |
| Versant Capital Management, Inc | 12 | $2.79K | 0.00% | −57−82.6% | Reduced |
| Rosenberg Matthew Hamilton | 12 | $2.79K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $2.79K | 0.00% | +4+50.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 12 | $2.79K | 0.00% | +12 | New |
| Harbour Investments, Inc. | 13 | $3.02K | 0.00% | −5−27.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 15 | $3.49K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 16 | $3.72K | 0.00% | −2−11.1% | Reduced |
| Frazier Financial Advisors, LLC | 16 | $3.72K | 0.00% | +16 | New |
| Capital Performance Advisors LLP | 18 | $4.19K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $4.19K | 0.00% | −1−5.3% | Reduced |
| CNB Bank | 19 | $4.42K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $4.42K | 0.00% | +19 | New |
| Massmutual Trust Co FSB | 21 | $4.88K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $4.89K | 0.00% | −1−4.5% | Reduced |
| Hemington Wealth Management | 19 | $5.00K | 0.00% | +19 | New |
| Wolff Wiese Magana LLC | 22 | $5.12K | 0.00% | +7+46.7% | Added |
| Pinnacle Bancorp, Inc. | 23 | $5.35K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $5.58K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 25 | $5.82K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 27 | $6.28K | 0.01% | +2+8.0% | Added |
| Legacy Investment Solutions, LLC | 20 | $6.29K | 0.00% | +20 | New |
| Legacy Wealth Managment, LLC | 20 | $6.29K | 0.00% | +20 | New |
| CVA Family Office, LLC | 29 | $6.75K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 30 | $6.99K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 36 | $8.38K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 38 | $8.84K | 0.00% | −32−45.7% | Reduced |
| Alaska Permanent Fund Corp | 38 | $8.84K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 38 | $8.84K | 0.00% | +38 | New |
| TD Waterhouse Canada Inc. | 39 | $8.95K | 0.00% | −583−93.7% | Reduced |
| Global Wealth Strategies & Associates | 44 | $10.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 45 | $10.5K | 0.00% | −430−90.5% | Reduced |
| Fifth Third Bancorp | 48 | $11.2K | 0.00% | −525−91.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 48 | $11.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $11.4K | 0.00% | −5−9.3% | Reduced |
| PSI Advisors, LLC | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 50 | $11.6K | 0.01% | +26+108.3% | Added |
| Eastern Bank | 50 | $11.6K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 53 | $12.3K | 0.00% | −4−7.0% | Reduced |
| Park Place Capital Corp | 54 | $12.6K | 0.00% | +6+12.5% | Added |
| Quarry LP | 56 | $13.0K | 0.00% | −271−82.9% | Reduced |
| JFS Wealth Advisors, LLC | 66 | $15.4K | 0.00% | +1+1.5% | Added |
| Huntington National Bank | 70 | $16.3K | 0.00% | −40−36.4% | Reduced |
| Plato Investment Management Ltd | 81 | $18.8K | 0.00% | −899−91.7% | Reduced |
| IAG Wealth Partners, LLC | 83 | $19.4K | 0.00% | −7−7.8% | Reduced |
| Global X Japan Co., Ltd. | 84 | $19.5K | 0.00% | +39+86.7% | Added |
| Jones Financial Companies LLLP | 95 | $21.9K | 0.00% | +65+216.7% | Added |
| Tanglewood Legacy Advisors, LLC | 100 | $23.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 100 | $23.3K | 0.00% | −11−9.9% | Reduced |
| Riverview Trust Co | 115 | $26.8K | 0.02% | +2+1.8% | Added |
| Smithfield Trust Co | 119 | $27.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 126 | $29.2K | 0.00% | −33−20.8% | Reduced |
| Ashton Thomas Securities, LLC | 132 | $30.7K | 0.01% | +132 | New |
| Geneos Wealth Management Inc. | 132 | $30.7K | 0.00% | +132 | New |
| Leonteq Securities AG | 135 | $31.4K | 0.00% | +118+694.1% | Added |
| MCF Advisors LLC | 138 | $32.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 140 | $32.6K | 0.00% | +140 | New |
| Aster Capital Management (DIFC) Ltd | 140 | $32.6K | 0.01% | +140 | New |
| Paladin Wealth, LLC | 146 | $34.0K | 0.03% | +146 | New |
| Umb Bank N A | 149 | $34.7K | 0.00% | −22−12.9% | Reduced |
| Tortoise Investment Management, LLC | 150 | $34.9K | 0.00% | +19+14.5% | Added |
| Alpine Bank Wealth Management | 150 | $34.9K | 0.01% | +150 | New |
| Covestor Ltd | 149 | $35.0K | 0.02% | −32−17.7% | Reduced |
| Capital Analysts, LLC | 156 | $36.0K | 0.00% | +28+21.9% | Added |
| CoreCap Advisors, LLC | 156 | $36.3K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 162 | $37.0K | 0.03% | +162 | New |
| Golden State Equity Partners | 167 | $38.8K | 0.01% | +167 | New |
| FIL Ltd | 169 | $39.3K | 0.00% | +28+19.9% | Added |
| SRS Capital Advisors, Inc. | 172 | $40.0K | 0.00% | −10−5.5% | Reduced |
| Sandy Spring Bank | 180 | $41.9K | 0.00% | −25−12.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 181 | $42.1K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 184 | $42.8K | 0.01% | +184 | New |
| Flaharty Asset Management, LLC | 187 | $43.5K | 0.01% | +187 | New |
| GAMMA Investing LLC | 208 | $48.4K | 0.00% | −8−3.7% | Reduced |
| Central Pacific Bank - Trust Division | 246 | $57.2K | 0.01% | −26−9.6% | Reduced |
| IFP Advisors, Inc | 283 | $65.8K | 0.00% | −70−19.8% | Reduced |
| Global Retirement Partners, LLC | 283 | $65.9K | 0.00% | +43+17.9% | Added |