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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.

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.

Institutional holdersQ3 2024: 646 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 heldQ3 2024: $16.8B
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, Q3 2024

Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q2 2024.

Institutions holding LPLA in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wedmont Private Capital1,523$364.3K0.02%−400−20.8%Reduced
Pennsylvania Capital Management Inc1,575$366.4K0.13%+3+0.2%Added
Vestcor Inc1,576$367.0K0.01%−2,485−61.2%Reduced
Bessemer Group Inc1,602$372.0K0.00%+3+0.2%Added
Cullen/Frost Bankers, Inc.1,600$372.2K0.01%−9−0.6%Reduced
CX Institutional1,643$382.2K0.02%+1,643New
Sanchez Wealth Management Group1,651$384.0K0.12%+2+0.1%Added
QRG Capital Management, Inc.1,678$390.3K0.00%−982−36.9%Reduced
Yousif Capital Management, LLC1,697$394.8K0.00%+50+3.0%Added
Emerald Advisers, LLC1,705$396.6K0.02%−808−32.2%Reduced
Davenport & Co LLC1,709$397.6K0.00%−313−15.5%Reduced
International Assets Investment Management, LLC92,819$399.0K0.00%+92,020+11,516.9%Added
Shell Asset Management Co1,719$400.0K0.02%+1,719New
Cynosure Management, LLC1,724$401.1K0.06%+385+28.8%Added
Heritage Family Offices, LLP1,727$401.8K0.21%+15+0.9%Added
Fiduciary Trust Co1,733$403.1K0.01%−293−14.5%Reduced
Applied Finance Capital Management, LLC1,757$408.7K0.02%00.0%Unchanged
Guggenheim Capital LLC1,779$413.8K0.00%+1,779New
Hunting Hill Global Capital, LLC1,871$435.3K0.61%00.0%Unchanged
Bridgefront Capital, LLC1,886$438.7K0.17%+1,886New
Cambridge Investment Research Advisors, Inc.1,890$440.0K0.00%−1,084−36.4%Reduced
Advisors Asset Management, Inc.1,906$443.4K0.01%−767−28.7%Reduced
Mattson Financial Services, LLC1,590$444.1K0.16%−22−1.4%Reduced
FinTrust Capital Advisors, LLC2,000$448.7K0.08%+2,000New
Hallmark Capital Management Inc1,985$461.8K0.03%+549+38.2%Added
Swiss Life Asset Management Ltd1,999$464.5K0.01%−17,604−89.8%Reduced
WJ Wealth Management, LLC2,000$465.3K0.16%00.0%Unchanged
Vontobel Holding Ltd.2,062$479.7K0.00%00.0%Unchanged
Venturi Wealth Management, LLC2,073$482.2K0.03%−43,179−95.4%Reduced
Two Sigma Securities, LLC2,122$493.6K0.04%+2,122New
Twin Tree Management, LP2,124$494.1K0.01%+2,124New
Northwestern Mutual Wealth Management Co2,127$494.6K0.00%−41,048−95.1%Reduced
NBC Securities, Inc.2,140$497.0K0.04%00.0%Unchanged
Robertson Stephens Wealth Management, LLC2,149$499.9K0.02%+2,149New
Concorde Asset Management, LLC2,167$504.1K0.28%−33−1.5%Reduced
Ieq Capital, LLC2,192$510.0K0.01%+408+22.9%Added
Root Financial Partners, LLC2,205$512.9K0.08%−2−0.1%Reduced
Tokio Marine Asset Management Co Ltd2,218$516.0K0.02%+49+2.3%Added
Vident Advisory, LLC2,232$519.2K0.01%−749−25.1%Reduced
Prossimo Advisors, LLC2,235$520.0K0.38%00.0%Unchanged
Greenline Partners, LLC2,266$527.1K0.08%+2,266New
London Co of Virginia2,270$528.1K0.00%00.0%Unchanged
XML Financial, LLC2,278$529.8K0.05%+89+4.1%Added
Jacobs Levy Equity Management, Inc2,344$545.3K0.00%−158,120−98.5%Reduced
MONECO Advisors, LLC2,367$550.6K0.07%−29−1.2%Reduced
Steward Partners Investment Advisory, LLC2,408$560.1K0.01%+743+44.6%Added
Panagora Asset Management Inc2,413$561.3K0.00%−103,021−97.7%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,416$562.1K0.02%+42+1.8%Added
Parallel Advisors, LLC2,425$564.1K0.01%−9−0.4%Reduced
Everpar Advisors LLC2,429$565.1K0.29%−307−11.2%Reduced
Investment Management Corp of Ontario2,461$572.5K0.01%+800+48.2%Added
UniSuper Management Pty Ltd2,523$586.9K0.00%+923+57.7%Added
Ritholtz Wealth Management2,527$587.8K0.02%−432−14.6%Reduced
Pittenger & Anderson Inc2,530$588.6K0.02%−1,142−31.1%Reduced
Avantax Advisory Services, Inc.2,533$589.2K0.00%+52+2.1%Added
Catalyst Capital Advisors LLC2,552$593.7K0.01%−618−19.5%Reduced
Hamilton Capital Partners Inc.2,553$593.9K0.05%+580+29.4%Added
Proequities, Inc.2,563$596.2K0.04%−44−1.7%Reduced
Federation des caisses Desjardins du Quebec2,578$599.6K0.00%−48−1.8%Reduced
Wealthfront Advisers LLC2,592$603.0K0.00%−1,893−42.2%Reduced
Stratos Wealth Partners, LTD.2,642$614.8K0.01%−176−6.2%Reduced
MAI Capital Management2,676$622.4K0.01%−3,424−56.1%Reduced
Thrivent Financial for Lutherans2,708$630.0K0.00%−51,610−95.0%Reduced
Mount Yale Investment Advisors, LLC2,721$633.0K0.06%+769+39.4%Added
Prudential PLC2,747$639.0K0.00%−110−3.9%Reduced
CIBC Asset Management Inc2,749$639.5K0.00%−6,058−68.8%Reduced
CAPROCK Group, Inc.2,786$648.1K0.02%−319−10.3%Reduced
Moran Wealth Management, LLC2,807$653.0K0.02%+1,092+63.7%Added
Winton Group Ltd2,822$656.5K0.05%+2,822New
Gsa Capital Partners LLP2,978$693.0K0.05%+1,605+116.9%Added
Verition Fund Management LLC2,980$693.2K0.00%−1,020−25.5%Reduced
Raymond James Trust N.A.2,995$696.7K0.02%−1,986−39.9%Reduced
HighPoint Advisor Group LLC2,499$701.7K0.04%+104+4.3%Added
Old National Bancorp3,030$704.9K0.02%+529+21.2%Added
Vinva Investment Management Ltd3,178$733.7K0.03%+393+14.1%Added
B. Metzler seel. Sohn & Co. AG3,161$735.3K0.01%00.0%Unchanged
B. Metzler seel. Sohn & Co. Holding AG3,161$735.3K0.01%+3,161New
Garrett Wealth Advisory Group, LLC3,219$748.8K0.18%00.0%Unchanged
Mercer Global Advisors Inc3,318$762.7K0.00%−604−15.4%Reduced
E. Ohman J:or Asset Management AB3,300$767.7K0.02%00.0%Unchanged
Yarbrough Capital, LLC3,361$781.9K0.03%00.0%Unchanged
Hillsdale Investment Management Inc.3,370$784.0K0.06%+3,370New
New York State Teachers Retirement System3,371$784.0K0.00%+1,658+96.8%Added
IHT Wealth Management, LLC3,411$792.4K0.02%+422+14.1%Added
Colony Group, LLC3,414$794.2K0.00%−49−1.4%Reduced
Advisor OS, LLC3,473$808.0K0.08%−1,670−32.5%Reduced
Gabelli Funds LLC3,500$814.2K0.01%+3,500New
Aureus Asset Management, LLC3,505$815.4K0.05%−950−21.3%Reduced
Financiere des Professionnels - Fonds d,investissement inc.3,550$825.8K0.06%−851−19.3%Reduced
First Hawaiian Bank3,578$832.4K0.03%−77−2.1%Reduced
Park Avenue Securities LLC3,639$847.0K0.01%−4,260−53.9%Reduced
Brinker Capital Investments, LLC3,684$857.0K0.01%−1,078−22.6%Reduced
Orion Portfolio Solutions, LLC3,684$857.0K0.01%−1,078−22.6%Reduced
Mackenzie Financial Corp3,689$858.2K0.00%−7,007−65.5%Reduced
Creative Planning3,757$874.0K0.00%−817−17.9%Reduced
Dynasty Wealth Management, LLC3,882$903.1K0.03%+2,303+145.9%Added
Gateway Investment Advisers LLC3,890$904.9K0.01%00.0%Unchanged
Graham Capital Management, L.P.3,946$918.0K0.03%+3,946New
The PNC Financial Services Group, Inc.3,988$927.7K0.00%+423+11.9%Added
Sumitomo Life Insurance Co4,032$938.0K0.02%−4,582−53.2%Reduced