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 |
|---|---|---|---|---|---|
| NBT Bank N A | 296 | $68.9K | 0.00% | +296 | New |
| Arlington Trust Co LLC | 315 | $73.3K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 337 | $78.4K | 0.01% | +337 | New |
| Penserra Capital Management LLC | 351 | $80.0K | 0.00% | +1+0.3% | Added |
| Smartleaf Asset Management LLC | 360 | $83.1K | 0.01% | +135+60.0% | Added |
| National Bank of Canada | 365 | $84.9K | 0.00% | −1,239−77.2% | Reduced |
| Central Trust Co | 367 | $85.4K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 373 | $86.1K | 0.01% | +151+68.0% | Added |
| First Horizon Advisors, Inc. | 385 | $89.6K | 0.00% | +94+32.3% | Added |
| Gables Capital Management Inc. | 400 | $93.1K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 411 | $95.6K | 0.00% | −5−1.2% | Reduced |
| State of Wyoming | 427 | $99.3K | 0.01% | −23−5.1% | Reduced |
| Quadrant Capital Group LLC | 442 | $102.8K | 0.01% | −64−12.6% | Reduced |
| Asset Dedication, LLC | 452 | $105.1K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 476 | $110.6K | 0.02% | +21+4.6% | Added |
| Elgethun Capital Management | 493 | $114.7K | 0.03% | −465−48.5% | Reduced |
| Allworth Financial LP | 559 | $130.0K | 0.00% | −55−9.0% | Reduced |
| Meeder Asset Management Inc | 566 | $131.7K | 0.01% | +540+2,076.9% | Added |
| United Community Bank | 580 | $134.9K | 0.05% | −35−5.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $139.6K | 0.01% | +500+500.0% | Added |
| Picton Mahoney Asset Management | 600 | $140.0K | 0.01% | +600 | New |
| Ci Investments Inc. | 622 | $145.0K | 0.00% | −19−3.0% | Reduced |
| Assetmark, Inc | 672 | $156.3K | 0.00% | +31+4.8% | Added |
| Lindbrook Capital, LLC | 673 | $156.6K | 0.01% | −199−22.8% | Reduced |
| Eagle Bay Advisors LLC | 684 | $159.1K | 0.06% | −70−9.3% | Reduced |
| Bryn Mawr Trust Co | 783 | $182.1K | 0.00% | +783 | New |
| Nisa Investment Advisors, LLC | 810 | $188.4K | 0.00% | −5,490−87.1% | Reduced |
| ASB Consultores, LLC | 860 | $200.1K | 0.08% | +124+16.8% | Added |
| Quent Capital, LLC | 865 | $200.5K | 0.02% | −11−1.3% | Reduced |
| TSFG, LLC | 863 | $201.0K | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 868 | $201.9K | 0.03% | +3+0.3% | Added |
| Berger Financial Group, Inc | 874 | $203.3K | 0.01% | +51+6.2% | Added |
| Mather Group, LLC. | 880 | $204.7K | 0.00% | −12−1.3% | Reduced |
| Financial Advocates Investment Management | 882 | $205.1K | 0.01% | +882 | New |
| Hutchens & Kramer Investment Management Group, LLC | 907 | $208.5K | 0.12% | +27+3.1% | Added |
| Oak Thistle LLC | 897 | $208.7K | 0.07% | −494−35.5% | Reduced |
| Apollon Wealth Management, LLC | 909 | $211.5K | 0.01% | −126−12.2% | Reduced |
| Greenland Capital Management LP | 916 | $213.1K | 0.04% | +916 | New |
| Portside Wealth Group, LLC | 933 | $217.0K | 0.04% | +111+13.5% | Added |
| Metis Global Partners, LLC | 945 | $219.8K | 0.01% | +46+5.1% | Added |
| Sequoia Financial Advisors, LLC | 945 | $219.9K | 0.00% | +88+10.3% | Added |
| Principal Securities, Inc. | 956 | $222.4K | 0.01% | −1,644−63.2% | Reduced |
| Eqis Capital Management, Inc. | 972 | $226.2K | 0.02% | −3,084−76.0% | Reduced |
| HB Wealth Management, LLC | 973 | $226.3K | 0.00% | −249−20.4% | Reduced |
| GeoWealth Management, LLC | 980 | $228.0K | 0.01% | +92+10.4% | Added |
| ProShare Advisors LLC | 1,002 | $233.1K | 0.00% | −264−20.9% | Reduced |
| Forum Financial Management, LP | 1,010 | $235.0K | 0.00% | −3−0.3% | Reduced |
| OneAscent Financial Services LLC | 1,018 | $237.0K | 0.17% | −93−8.4% | Reduced |
| Net Worth Advisory Group | 1,029 | $239.6K | 0.07% | +1,029 | New |
| Tyler-Stone Wealth Management | 1,038 | $241.4K | 0.05% | +520+100.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,040 | $241.9K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,057 | $243.0K | 0.00% | −417−28.3% | Reduced |
| Stephens Inc | 1,054 | $245.2K | 0.00% | +52+5.2% | Added |
| CWM, LLC | 1,058 | $246.0K | 0.00% | −147−12.2% | Reduced |
| Concurrent Investment Advisors, LLC | 1,063 | $247.3K | 0.01% | +37+3.6% | Added |
| First County Bank | 1,074 | $249.8K | 0.12% | −148−12.1% | Reduced |
| Merit Financial Group, LLC | 1,082 | $251.7K | 0.01% | +1,082 | New |
| RiverGlades Family Offices LLC | 1,100 | $255.9K | 0.18% | +1,100 | New |
| Schechter Investment Advisors, LLC | 1,106 | $257.3K | 0.02% | −99−8.2% | Reduced |
| Hill Investment Group Partners, LLC | 931 | $262.7K | 0.04% | −9−1.0% | Reduced |
| PFG Investments, LLC | 1,145 | $266.3K | 0.02% | +1,145 | New |
| McMahon Financial Advisors, LLC | 1,148 | $267.1K | 0.06% | +43+3.9% | Added |
| Beacon Pointe Advisors, LLC | 1,149 | $267.3K | 0.00% | −71−5.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,153 | $268.2K | 0.01% | −2,306−66.7% | Reduced |
| Cetera Trust Company, N.A | 1,160 | $269.9K | 0.17% | 00.0% | Unchanged |
| Archer Investment Corp | 1,169 | $271.8K | 0.07% | −847−42.0% | Reduced |
| EP Wealth Advisors, LLC | 1,171 | $272.4K | 0.00% | +358+44.0% | Added |
| United Capital Financial Advisers, LLC | 1,172 | $272.6K | 0.00% | −562−32.4% | Reduced |
| Ronald Blue Trust, Inc. | 977 | $272.9K | 0.00% | +492+101.4% | Added |
| Bridges Investment Management Inc | 1,185 | $275.7K | 0.00% | +37+3.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,186 | $275.9K | 0.00% | +6+0.5% | Added |
| Pzena Investment Management LLC | 1,187 | $276.1K | 0.00% | −354−23.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,200 | $279.2K | 0.02% | −600−33.3% | Reduced |
| Nebula Research & Development LLC | 1,206 | $280.6K | 0.03% | −2,678−68.9% | Reduced |
| Snowden Capital Advisors LLC | 1,215 | $282.6K | 0.01% | −28,133−95.9% | Reduced |
| Coldstream Capital Management Inc | 1,183 | $283.2K | 0.01% | −189−13.8% | Reduced |
| Wetherby Asset Management Inc | 1,262 | $293.6K | 0.01% | −297−19.1% | Reduced |
| Thrive Wealth Management, LLC | 1,266 | $294.5K | 0.05% | −35−2.7% | Reduced |
| DGS Capital Management, LLC | 1,290 | $300.1K | 0.08% | −218−14.5% | Reduced |
| Signaturefd, LLC | 1,311 | $304.9K | 0.01% | −171−11.5% | Reduced |
| Veriti Management LLC | 1,311 | $305.1K | 0.02% | −46−3.4% | Reduced |
| Los Angeles Capital Management LLC | 1,313 | $305.4K | 0.00% | +1,313 | New |
| AE Wealth Management LLC | 1,322 | $307.5K | 0.00% | −436−24.8% | Reduced |
| SFG Wealth Management, LLC. | 1,339 | $311.6K | 0.17% | 00.0% | Unchanged |
| AXA S.A. | 1,351 | $314.3K | 0.00% | +1,351 | New |
| Rakuten Investment Management, Inc. | 1,367 | $315.6K | 0.00% | +343+33.5% | Added |
| Thoroughbred Financial Services, LLC | 1,359 | $316.0K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,363 | $317.0K | 0.01% | −91−6.3% | Reduced |
| State of Michigan Retirement System | 1,400 | $325.7K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,410 | $328.0K | 0.07% | −102−6.7% | Reduced |
| Gibbs Wealth Management | 1,425 | $331.5K | 0.11% | +181+14.5% | Added |
| Corebridge Financial, Inc. | 1,430 | $332.7K | 0.00% | −51−3.4% | Reduced |
| Simplicity Wealth,LLC | 1,444 | $335.9K | 0.03% | −5,209−78.3% | Reduced |
| Wealth Alliance | 1,453 | $338.1K | 0.04% | +34+2.4% | Added |
| Ironwood Investment Counsel, LLC | 1,460 | $339.6K | 0.06% | −60−3.9% | Reduced |
| Lido Advisors, LLC | 1,520 | $353.7K | 0.00% | −77−4.8% | Reduced |
| LRI Investments, LLC | 1,126 | $354.1K | 0.03% | −58−4.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,530 | $355.9K | 0.02% | +7+0.5% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,539 | $358.1K | 0.09% | +2+0.1% | Added |
| Clearstead Advisors, LLC | 1,553 | $361.3K | 0.01% | −40−2.5% | Reduced |