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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 11,400 | $2.65M | 0.08% | −200−1.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,599 | $2.70M | 0.00% | +830+7.7% | Added |
| Simplex Trading, LLC | 11,867 | $2.76M | 0.09% | +11,867 | New |
| Tredje AP-fonden | 11,889 | $2.77M | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 12,079 | $2.81M | 0.08% | +1,193+11.0% | Added |
| Utah Retirement Systems | 12,317 | $2.87M | 0.03% | +100+0.8% | Added |
| Advisory Services Network, LLC | 10,263 | $2.87M | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 12,332 | $2.87M | 0.07% | +495+4.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,409 | $2.89M | 0.01% | −2,101−14.5% | Reduced |
| British Columbia Investment Management Corp | 12,466 | $2.90M | 0.02% | −1,795−12.6% | Reduced |
| Sterling Capital Management LLC | 12,512 | $2.91M | 0.04% | +12,512 | New |
| Mariner, LLC | 12,572 | $2.92M | 0.01% | −3,500−21.8% | Reduced |
| CIBC World Markets Inc. | 12,594 | $2.93M | 0.01% | +90+0.7% | Added |
| DnB Asset Management AS | 12,634 | $2.94M | 0.01% | +1,146+10.0% | Added |
| Cornerstone Wealth Management, LLC | 12,703 | $2.96M | 0.21% | −841−6.2% | Reduced |
| Silvant Capital Management LLC | 12,746 | $2.97M | 0.13% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,783 | $2.97M | 0.00% | +923+7.8% | Added |
| Twinbeech Capital LP | 12,852 | $2.99M | 0.06% | −2,960−18.7% | Reduced |
| Lazard Asset Management LLC | 12,908 | $3.00M | 0.00% | +12,857+25,209.8% | Added |
| CIBC Private Wealth Group, LLC | 13,002 | $3.02M | 0.01% | +5,304+68.9% | Added |
| Xponance, Inc. | 13,066 | $3.04M | 0.03% | −235−1.8% | Reduced |
| Andra AP-fonden | 13,500 | $3.14M | 0.05% | +13,400+13,400.0% | Added |
| Federated Hermes, Inc. | 13,585 | $3.16M | 0.01% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 13,755 | $3.20M | 0.38% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 12,826 | $3.20M | 0.03% | −2,992−18.9% | Reduced |
| Empowered Funds, LLC | 14,285 | $3.32M | 0.05% | +4,702+49.1% | Added |
| Quantinno Capital Management LP | 14,394 | $3.35M | 0.04% | +550+4.0% | Added |
| Cetera Investment Advisers | 14,452 | $3.36M | 0.01% | +13+0.1% | Added |
| Knights of Columbus Asset Advisors LLC | 14,609 | $3.40M | 0.22% | −555−3.7% | Reduced |
| Teca Partners, LP | 15,061 | $3.50M | 2.45% | +15,061 | New |
| Skandinaviska Enskilda Banken AB (publ) | 15,124 | $3.52M | 0.02% | +30+0.2% | Added |
| MML Investors Services, LLC | 15,189 | $3.53M | 0.01% | −1,392−8.4% | Reduced |
| Oppenheimer Asset Management Inc. | 15,239 | $3.55M | 0.04% | +12,304+419.2% | Added |
| Atria Investments LLC | 15,458 | $3.60M | 0.04% | −1,275−7.6% | Reduced |
| Argent Capital Management LLC | 15,465 | $3.60M | 0.10% | +300+2.0% | Added |
| Northwest Financial Advisors | 15,478 | $3.60M | 2.87% | +65+0.4% | Added |
| Dodge & Cox | 15,556 | $3.62M | 0.00% | +15,556 | New |
| Forsta Ap-Fonden | 15,600 | $3.63M | 0.03% | +300+2.0% | Added |
| Annex Advisory Services, LLC | 15,606 | $3.63M | 0.12% | +4,056+35.1% | Added |
| Magnetar Financial LLC | 15,740 | $3.66M | 0.08% | +12,880+450.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 15,801 | $3.68M | 0.12% | +11,984+314.0% | Added |
| Daiwa Securities Group Inc. | 15,841 | $3.69M | 0.02% | +5,320+50.6% | Added |
| IFM Investors Pty Ltd | 15,876 | $3.69M | 0.04% | +303+1.9% | Added |
| Parallax Volatility Advisers, L.P. | 16,172 | $3.76M | 0.10% | +16,172 | New |
| Swedbank AB | 16,429 | $3.82M | 0.00% | +2,720+19.8% | Added |
| Crestline Management, LP | 16,666 | $3.88M | 0.22% | +16,666 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,677 | $3.88M | 0.04% | −19,098−53.4% | Reduced |
| Weiss Asset Management LP | 17,226 | $4.01M | 0.10% | +17,226 | New |
| Illinois Municipal Retirement Fund | 17,742 | $4.13M | 0.06% | 00.0% | Unchanged |
| Capital World Investors | 17,807 | $4.14M | 0.00% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 18,051 | $4.20M | 0.70% | +3,320+22.5% | Added |
| Storebrand Asset Management AS | 18,576 | $4.32M | 0.01% | −1,868−9.1% | Reduced |
| Prana Capital Management, LP | 18,876 | $4.39M | 0.20% | +4,889+35.0% | Added |
| Handelsbanken Fonder AB | 19,681 | $4.58M | 0.02% | +3,500+21.6% | Added |
| Walleye Capital LLC | 19,912 | $4.63M | 0.05% | +16,086+420.4% | Added |
| Kennedy Capital Management, Inc. | 19,919 | $4.63M | 0.10% | +6,781+51.6% | Added |
| DRW Securities, LLC | 20,080 | $4.67M | 0.26% | +680+3.5% | Added |
| US Bancorp | 20,287 | $4.72M | 0.01% | −991−4.7% | Reduced |
| Engineers Gate Manager LP | 20,294 | $4.72M | 0.09% | +15,821+353.7% | Added |
| Vestmark Advisory Solutions, Inc. | 20,348 | $4.73M | 0.18% | +1,248+6.5% | Added |
| Commerce Bank | 20,545 | $4.78M | 0.03% | −155,726−88.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 20,700 | $4.82M | 0.05% | +20,700 | New |
| Winthrop Advisory Group LLC | 20,803 | $4.84M | 0.60% | +20+0.1% | Added |
| Arizona State Retirement System | 21,404 | $4.98M | 0.03% | +951+4.6% | Added |
| Nomura Asset Management Co Ltd | 21,482 | $5.00M | 0.02% | −7,481−25.8% | Reduced |
| Bullseye Asset Management LLC | 21,527 | $5.01M | 2.31% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 21,574 | $5.02M | 0.23% | −6,843−24.1% | Reduced |
| Whittier Trust Co | 22,784 | $5.30M | 0.07% | +1,026+4.7% | Added |
| Sanctuary Advisors, LLC | 16,399 | $5.36M | 0.03% | +3,339+25.6% | Added |
| Blair William & Co | 23,122 | $5.38M | 0.02% | −1,479−6.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 23,481 | $5.46M | 0.03% | −734−3.0% | Reduced |
| Tudor Investment Corp Et Al | 24,238 | $5.64M | 0.06% | −70,771−74.5% | Reduced |
| Two Sigma Investments, LP | 24,836 | $5.78M | 0.01% | +19,336+351.6% | Added |
| Brant Point Investment Management LLC | 24,966 | $5.81M | 1.32% | −9,406−27.4% | Reduced |
| Principal Financial Group Inc | 25,418 | $5.91M | 0.00% | +3,444+15.7% | Added |
| Strategic Global Advisors, LLC | 25,601 | $5.96M | 1.17% | +3,527+16.0% | Added |
| Arrowstreet Capital, Limited Partnership | 26,089 | $6.07M | 0.01% | +24,333+1,385.7% | Added |
| Schonfeld Strategic Advisors LLC | 26,494 | $6.16M | 0.05% | −22,873−46.3% | Reduced |
| Private Advisor Group, LLC | 27,098 | $6.30M | 0.04% | +276+1.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,214 | $6.33M | 0.02% | +1,104+4.2% | Added |
| State of New Jersey Common Pension Fund D | 27,408 | $6.38M | 0.03% | +165+0.6% | Added |
| 2Xideas AG | 27,508 | $6.40M | 0.86% | −12,673−31.5% | Reduced |
| Public Employees Retirement System of Ohio | 27,759 | $6.46M | 0.03% | −2,689−8.8% | Reduced |
| Mediolanum International Funds Ltd | 28,548 | $6.58M | 0.09% | +3,496+14.0% | Added |
| Mn Services Vermogensbeheer B.V. | 29,100 | $6.77M | 0.05% | −600−2.0% | Reduced |
| Headlands Technologies LLC | 29,126 | $6.78M | 0.78% | +29,126 | New |
| Allianz Asset Management GmbH | 29,333 | $6.82M | 0.01% | +5,768+24.5% | Added |
| Brevan Howard Capital Management LP | 29,801 | $6.93M | 0.33% | +29,801 | New |
| Assenagon Asset Management S.A. | 29,826 | $6.94M | 0.01% | −56,088−65.3% | Reduced |
| Asset Management One Co.,Ltd. | 30,804 | $7.17M | 0.03% | −223−0.7% | Reduced |
| Channing Capital Management, LLC | 31,817 | $7.40M | 0.19% | −6,697−17.4% | Reduced |
| Icon Advisers Inc | 32,583 | $7.58M | 1.59% | −12,699−28.0% | Reduced |
| Cinctive Capital Management LP | 32,858 | $7.64M | 0.44% | −7,508−18.6% | Reduced |
| Banco BTG Pactual S.A. | 33,015 | $7.68M | 2.00% | +33,015 | New |
| ArrowMark Colorado Holdings LLC | 33,256 | $7.74M | 0.10% | +33,256 | New |
| Poplar Forest Capital LLC | 33,311 | $7.75M | 1.06% | +33,311 | New |
| CI Private Wealth, LLC | 33,792 | $7.86M | 0.01% | −1,619−4.6% | Reduced |
| KWB Wealth | 28,463 | $7.95M | 1.04% | +40.0% | Added |
| Bridgewater Associates, LP | 35,848 | $8.34M | 0.05% | +24,998+230.4% | Added |
| Janney Montgomery Scott LLC | 36,239 | $8.43M | 0.02% | −517−1.4% | Reduced |