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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 4,080 | $949.1K | 0.00% | 00.0% | Unchanged |
| LVW Advisors, LLC | 4,088 | $951.0K | 0.12% | +499+13.9% | Added |
| Integrated Wealth Concepts LLC | 4,107 | $955.8K | 0.01% | +44+1.1% | Added |
| Aigen Investment Management, LP | 4,138 | $962.6K | 0.19% | +4,138 | New |
| GWM Advisors LLC | 4,177 | $971.8K | 0.01% | +632+17.8% | Added |
| Cresset Asset Management, LLC | 4,181 | $972.7K | 0.00% | −574−12.1% | Reduced |
| Fulton Bank, N.A. | 4,206 | $978.4K | 0.04% | +576+15.9% | Added |
| Maryland State Retirement & Pension System | 4,253 | $989.4K | 0.02% | −1,701−28.6% | Reduced |
| CIBC World Markets Corp | 4,353 | $1.01M | 0.01% | −93,162−95.5% | Reduced |
| Quest Partners LLC | 4,387 | $1.02M | 0.09% | +1,373+45.6% | Added |
| Mutual of America Capital Management LLC | 4,388 | $1.02M | 0.01% | +821+23.0% | Added |
| M&T Bank Corp | 4,427 | $1.03M | 0.00% | +12+0.3% | Added |
| Ossiam | 4,455 | $1.04M | 0.02% | +46+1.0% | Added |
| APG Asset Management N.V. | 5,000 | $1.04M | 0.01% | −6,665−57.1% | Reduced |
| Crawford Investment Counsel Inc | 4,488 | $1.04M | 0.02% | +348+8.4% | Added |
| MetLife Investment Management | 4,693 | $1.09M | 0.01% | −92−1.9% | Reduced |
| Independent Advisor Alliance | 4,702 | $1.09M | 0.04% | +952+25.4% | Added |
| PEAK6 Investments LLC | 4,781 | $1.11M | 0.06% | +4,448+1,335.7% | Added |
| Globeflex Capital L P | 4,788 | $1.11M | 0.11% | +1,420+42.2% | Added |
| SkyView Investment Advisors, LLC | 4,835 | $1.13M | 0.19% | +131+2.8% | Added |
| Bleakley Financial Group, LLC | 4,887 | $1.14M | 0.03% | −384−7.3% | Reduced |
| WMS Partners, LLC | 5,000 | $1.16M | 0.07% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,081 | $1.18M | 0.01% | +1,107+27.9% | Added |
| Credit Agricole S A | 5,150 | $1.20M | 0.01% | +118+2.3% | Added |
| Knollwood Investment Advisory, LLC | 5,275 | $1.23M | 0.13% | 00.0% | Unchanged |
| Bank of Nova Scotia | 5,301 | $1.23M | 0.00% | +421+8.6% | Added |
| Dana Investment Advisors, Inc. | 5,524 | $1.29M | 0.04% | +365+7.1% | Added |
| Kovitz Investment Group Partners, LLC | 5,649 | $1.30M | 0.01% | +247+4.6% | Added |
| SG Americas Securities, LLC | 5,578 | $1.30M | 0.00% | +732+15.1% | Added |
| Amalgamated Bank | 5,593 | $1.30M | 0.01% | +563+11.2% | Added |
| TrinityPoint Wealth, LLC | 5,605 | $1.30M | 0.19% | +648+13.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,659 | $1.32M | 0.00% | +2,150+61.3% | Added |
| Yorktown Management & Research Co Inc | 5,690 | $1.32M | 1.36% | 00.0% | Unchanged |
| Burney Co | 5,809 | $1.35M | 0.05% | +5,809 | New |
| Ethic Inc. | 5,157 | $1.36M | 0.03% | −751−12.7% | Reduced |
| Commonwealth Equity Services, LLC | 5,958 | $1.39M | 0.00% | +288+5.1% | Added |
| Kestra Advisory Services, LLC | 6,014 | $1.40M | 0.01% | −523−8.0% | Reduced |
| Tower Research Capital LLC (TRC) | 6,027 | $1.40M | 0.04% | +5,358+800.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,111 | $1.42M | 0.03% | +3,235+112.5% | Added |
| Gulf International Bank (UK) Ltd | 6,122 | $1.42M | 0.04% | −288−4.5% | Reduced |
| Nordea Investment Management AB | 6,131 | $1.43M | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 6,212 | $1.45M | 0.04% | +6,212 | New |
| JustInvest LLC | 6,227 | $1.45M | 0.02% | −1,648−20.9% | Reduced |
| Neuberger Berman Group LLC | 6,241 | $1.45M | 0.00% | −124−1.9% | Reduced |
| Pitcairn Co | 6,244 | $1.45M | 0.09% | −548−8.1% | Reduced |
| Future Fund LLC | 5,190 | $1.46M | 4.21% | +898+20.9% | Added |
| Candriam Luxembourg S.C.A. | 6,339 | $1.47M | 0.01% | −1,771−21.8% | Reduced |
| BlueMar Capital Management, LLC | 6,580 | $1.53M | 3.06% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 6,629 | $1.54M | 0.82% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 6,649 | $1.55M | 0.84% | +1,100+19.8% | Added |
| Allspring Global Investments Holdings, LLC | 6,740 | $1.57M | 0.00% | −220,431−97.0% | Reduced |
| King Luther Capital Management Corp | 6,778 | $1.58M | 0.01% | +918+15.7% | Added |
| Walleye Trading LLC | 7,015 | $1.63M | 0.04% | +6,854+4,257.1% | Added |
| Jefferies Financial Group Inc. | 7,134 | $1.66M | 0.03% | +3,392+90.6% | Added |
| Jane Street Group, LLC | 7,186 | $1.67M | 0.00% | −4,858−40.3% | Reduced |
| Integrated Investment Consultants, LLC | 7,203 | $1.68M | 0.37% | +1,057+17.2% | Added |
| Caption Management, LLC | 7,221 | $1.68M | 0.18% | +7,221 | New |
| James Investment Research Inc | 7,275 | $1.69M | 0.20% | −6,691−47.9% | Reduced |
| Nomura Holdings Inc | 7,371 | $1.71M | 0.01% | +7,371 | New |
| Robeco Institutional Asset Management B.V. | 7,417 | $1.73M | 0.00% | +190+2.6% | Added |
| Ostrum Asset Management | 7,607 | $1.77M | 0.15% | +2,045+36.8% | Added |
| Toroso Investments, LLC | 7,662 | $1.78M | 0.02% | +3,809+98.9% | Added |
| Gradient Investments LLC | 7,700 | $1.79M | 0.04% | −8,670−53.0% | Reduced |
| Public Employees Retirement Association of Colorado | 7,703 | $1.79M | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 7,731 | $1.80M | 0.00% | −977−11.2% | Reduced |
| Baird Financial Group, Inc. | 7,745 | $1.80M | 0.00% | +7,745 | New |
| Cubist Systematic Strategies, LLC | 7,779 | $1.81M | 0.03% | −28,591−78.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 7,917 | $1.83M | 0.01% | −2,396−23.2% | Reduced |
| Prudential Financial Inc | 7,873 | $1.83M | 0.00% | −89−1.1% | Reduced |
| Garrett Investment Advisors LLC | 7,972 | $1.85M | 0.19% | +867+12.2% | Added |
| Harbor Capital Advisors, Inc. | 8,020 | $1.87M | 0.08% | +4,134+106.4% | Added |
| Crossmark Global Holdings, Inc. | 8,203 | $1.91M | 0.03% | −810−9.0% | Reduced |
| Oliver Luxxe Assets LLC | 8,373 | $1.95M | 0.35% | +144+1.7% | Added |
| HM Payson & Co | 8,501 | $1.98M | 0.03% | −198,974−95.9% | Reduced |
| Caldwell Trust Co | 8,537 | $1.99M | 0.21% | −280−3.2% | Reduced |
| DekaBank Deutsche Girozentrale | 8,718 | $2.00M | 0.00% | +131+1.5% | Added |
| Flynn Zito Capital Management, LLC | 8,634 | $2.01M | 0.97% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 8,634 | $2.01M | 0.18% | +358+4.3% | Added |
| F/M Investments LLC | 8,938 | $2.06M | 0.07% | +8,938 | New |
| Laurion Capital Management LP | 8,887 | $2.07M | 0.13% | +592+7.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,893 | $2.07M | 0.04% | −15,294−63.2% | Reduced |
| Advisor Group Holdings, Inc. | 9,080 | $2.11M | 0.00% | −864−8.7% | Reduced |
| Nissay Asset Management Corp | 9,184 | $2.14M | 0.01% | +296+3.3% | Added |
| Greenleaf Trust | 9,323 | $2.17M | 0.02% | +9,323 | New |
| Beacon Investment Advisors LLC | 9,331 | $2.17M | 1.03% | +97+1.1% | Added |
| Quantitative Investment Management, LLC | 9,421 | $2.19M | 0.22% | +9,421 | New |
| Anchor Investment Management, LLC | 9,669 | $2.25M | 0.21% | +1,304+15.6% | Added |
| Public Sector Pension Investment Board | 9,765 | $2.27M | 0.01% | 00.0% | Unchanged |
| Retirement Capital Strategies | 10,041 | $2.34M | 0.91% | 00.0% | Unchanged |
| Omers Administration Corp | 10,117 | $2.35M | 0.02% | −1,300−11.4% | Reduced |
| KBC Group NV | 10,230 | $2.38M | 0.01% | −2,040−16.6% | Reduced |
| TownSquare Capital, LLC | 10,564 | $2.46M | 0.03% | +1,328+14.4% | Added |
| Symphony Financial, Ltd. Co. | 10,753 | $2.48M | 0.41% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 10,837 | $2.52M | 0.32% | +10,837 | New |
| Centiva Capital, LP | 10,867 | $2.53M | 0.11% | +10,867 | New |
| Cerity Partners LLC | 11,046 | $2.57M | 0.01% | +6,865+164.2% | Added |
| United Asset Strategies, Inc. | 11,236 | $2.61M | 0.24% | +292+2.7% | Added |
| TT International Asset Management LTD | 11,266 | $2.62M | 0.32% | +11,266 | New |
| Bridgeway Capital Management, LLC | 11,320 | $2.63M | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 11,319 | $2.63M | 0.01% | +11,319 | New |