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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 36,334 | $8.45M | 0.04% | −6,819−15.8% | Reduced |
| Point72 Europe (London) LLP | 37,276 | $8.67M | 0.73% | +17,676+90.2% | Added |
| Citigroup Inc | 37,289 | $8.67M | 0.01% | −15,453−29.3% | Reduced |
| Voya Investment Management LLC | 37,687 | $8.77M | 0.01% | −573,562−93.8% | Reduced |
| Cobalt Capital Management, Inc. | 40,000 | $9.31M | 4.14% | +40,000 | New |
| Van Eck Associates Corp | 36,380 | $9.39M | 0.01% | +13,814+61.2% | Added |
| Bank of Montreal | 40,784 | $9.42M | 0.00% | −35,002−46.2% | Reduced |
| Primecap Management Co | 40,900 | $9.51M | 0.01% | −193,500−82.6% | Reduced |
| Pictet Asset Management Holding SA | 40,928 | $9.52M | 0.01% | +4,724+13.0% | Added |
| Tobam | 42,074 | $9.79M | 1.78% | +14,307+51.5% | Added |
| Mawer Investment Management Ltd. | 43,016 | $10.0M | 0.05% | +1,341+3.2% | Added |
| Logan Capital Management Inc | 44,180 | $10.3M | 0.42% | −428−1.0% | Reduced |
| State of Wisconsin Investment Board | 44,611 | $10.4M | 0.03% | +908+2.1% | Added |
| New York State Common Retirement Fund | 44,641 | $10.4M | 0.01% | −8,800−16.5% | Reduced |
| Brandywine Global Investment Management, LLC | 42,118 | $10.5M | 0.07% | −86,645−67.3% | Reduced |
| Toronto Dominion Bank | 46,632 | $10.8M | 0.02% | −42,321−47.6% | Reduced |
| Teacher Retirement System of Texas | 47,502 | $11.1M | 0.05% | −7,484−13.6% | Reduced |
| Great West Life Assurance Co | 47,581 | $11.1M | 0.02% | +1,627+3.5% | Added |
| Winmill & Co. Inc | 48,860 | $11.4M | 3.82% | +24,200+98.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 49,762 | $11.6M | 0.01% | +5,647+12.8% | Added |
| Wealth High Governance Capital Ltda | 50,000 | $11.6M | 4.08% | +50,000 | New |
| Thornburg Investment Management Inc | 50,646 | $11.8M | 0.15% | −37−0.1% | Reduced |
| Treasurer of the State of North Carolina | 50,954 | $11.9M | 0.05% | +500+1.0% | Added |
| Royal London Asset Management Ltd | 51,542 | $12.0M | 0.03% | +2,998+6.2% | Added |
| Natixis Advisors, L.P. | 53,814 | $12.5M | 0.02% | −5,817−9.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 54,577 | $12.7M | 0.03% | +8,889+19.5% | Added |
| Amundi | 54,668 | $13.0M | 0.00% | −129,322−70.3% | Reduced |
| Ensign Peak Advisors, Inc | 57,084 | $13.3M | 0.02% | −18,522−24.5% | Reduced |
| Westwood Holdings Group Inc. | 58,432 | $13.6M | 0.06% | +58,432 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 60,446 | $14.1M | 0.03% | +9,917+19.6% | Added |
| BNP Paribas Arbitrage, SA | 62,047 | $14.4M | 0.01% | −56,324−47.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 62,104 | $14.4M | 0.03% | +62,104 | New |
| Kames Capital plc | 62,342 | $14.5M | 0.20% | +533+0.9% | Added |
| Korea Investment CORP | 63,846 | $14.9M | 0.04% | +23,497+58.2% | Added |
| ExodusPoint Capital Management, LP | 64,535 | $15.0M | 0.15% | +55,496+614.0% | Added |
| AQR Capital Management LLC | 64,884 | $15.1M | 0.02% | +20,983+47.8% | Added |
| Bamco Inc | 65,448 | $15.2M | 0.04% | −60,193−47.9% | Reduced |
| Fort Washington Investment Advisors Inc | 67,466 | $15.7M | 0.10% | +13,214+24.4% | Added |
| Squarepoint Ops LLC | 68,677 | $16.0M | 0.05% | +68,677 | New |
| Susquehanna International Group, LLP | 68,900 | $16.0M | 0.03% | +54,991+395.4% | Added |
| NewEdge Wealth, LLC | 69,669 | $16.2M | 0.29% | +50,294+259.6% | Added |
| Artemis Investment Management LLP | 69,840 | $16.2M | 0.25% | −55,806−44.4% | Reduced |
| Trillium Asset Management, LLC | 70,310 | $16.4M | 0.40% | −103,692−59.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 69,731 | $17.1M | 1.37% | +17,091+32.5% | Added |
| State Board of Administration of Florida Retirement System | 75,699 | $17.6M | 0.03% | −2,770−3.5% | Reduced |
| Danske Bank A/S | 77,506 | $18.0M | 0.06% | −6,678−7.9% | Reduced |
| Interval Partners, LP | 78,746 | $18.3M | 0.52% | +78,746 | New |
| Aviva PLC | 80,867 | $18.8M | 0.05% | +1,739+2.2% | Added |
| Iridian Asset Management LLC | 82,834 | $19.3M | 4.13% | +36,212+77.7% | Added |
| SEI Investments Co | 87,660 | $20.4M | 0.03% | +4,382+5.3% | Added |
| Hudson Bay Capital Management LP | 88,947 | $20.7M | 0.14% | +88,947 | New |
| Intech Investment Management LLC | 91,999 | $21.4M | 0.24% | +66,932+267.0% | Added |
| Jennison Associates LLC | 94,850 | $22.1M | 0.01% | +29,895+46.0% | Added |
| Russell Investments Group, Ltd. | 95,237 | $22.1M | 0.03% | +43,088+82.6% | Added |
| Heron Bay Capital Management | 96,131 | $22.4M | 4.70% | +6,286+7.0% | Added |
| Rhumbline Advisers | 105,813 | $24.6M | 0.02% | +120.0% | Added |
| LPL Financial LLC | 106,135 | $24.7M | 0.01% | +5,677+5.7% | Added |
| California State Teachers Retirement System | 109,862 | $25.6M | 0.03% | −2,017−1.8% | Reduced |
| Comerica Bank | 113,746 | $26.5M | 0.10% | +11,050+10.8% | Added |
| Barclays PLC | 115,767 | $26.9M | 0.01% | +61,698+114.1% | Added |
| National Pension Service | 117,724 | $27.4M | 0.03% | +4,524+4.0% | Added |
| Victory Capital Management Inc | 119,955 | $27.9M | 0.03% | −47,154−28.2% | Reduced |
| Stifel Financial Corp | 122,831 | $28.6M | 0.03% | −22,192−15.3% | Reduced |
| Reinhart Partners, Inc. | 126,757 | $29.5M | 1.12% | +49,909+64.9% | Added |
| Invesco Ltd. | 128,641 | $29.9M | 0.01% | −438,884−77.3% | Reduced |
| California Public Employees Retirement System | 145,026 | $33.7M | 0.02% | −2,717−1.8% | Reduced |
| Family Wealth Partners, LLC | 147,896 | $34.4M | 17.60% | +608+0.4% | Added |
| Buckingham Strategic Partners | 148,469 | $34.5M | 0.73% | +623+0.4% | Added |
| Alliancebernstein L.P. | 151,606 | $35.3M | 0.01% | −228,884−60.2% | Reduced |
| Brown Brothers Harriman & Co | 151,979 | $35.4M | 0.24% | +56,015+58.4% | Added |
| HSBC Holdings PLC | 157,789 | $36.7M | 0.02% | −4,041−2.5% | Reduced |
| Employees Retirement System of Texas | 168,400 | $39.2M | 0.34% | 00.0% | Unchanged |
| Tybourne Capital Management (HK) Ltd | 172,700 | $40.2M | 11.26% | +172,700 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 175,199 | $40.8M | 0.03% | +4,572+2.7% | Added |
| Royal Bank of Canada | 177,038 | $41.2M | 0.01% | −15,774−8.2% | Reduced |
| Truist Financial Corp | 178,047 | $41.4M | 0.07% | +7,199+4.2% | Added |
| D. E. Shaw & Co., Inc. | 195,143 | $45.4M | 0.06% | −301,235−60.7% | Reduced |
| Captrust Financial Advisors | 197,584 | $46.0M | 0.14% | +182,076+1,174.1% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 212,238 | $49.4M | 0.06% | +212,238 | New |
| Deutsche Bank AG | 213,971 | $49.8M | 0.02% | +36,947+20.9% | Added |
| Coronation Fund Managers Ltd. | 217,451 | $50.6M | 2.81% | +88,196+68.2% | Added |
| Wellington Management Group LLP | 227,157 | $52.8M | 0.01% | +56,070+32.8% | Added |
| Goldman Sachs Group Inc | 231,970 | $54.0M | 0.01% | −65,753−22.1% | Reduced |
| Nuveen Asset Management, LLC | 236,884 | $55.1M | 0.02% | −38,972−14.1% | Reduced |
| Qube Research & Technologies Ltd | 248,663 | $57.8M | 0.11% | +153,289+160.7% | Added |
| Ameriprise Financial Inc | 249,329 | $58.0M | 0.01% | +14,501+6.2% | Added |
| Standard Life Aberdeen plc | 253,368 | $59.0M | 0.11% | −5,596−2.2% | Reduced |
| Macquarie Group Ltd | 253,573 | $59.0M | 0.06% | −154,215−37.8% | Reduced |
| UBS Group AG | 272,655 | $63.4M | 0.02% | +151,584+125.2% | Added |
| Holocene Advisors, LP | 278,783 | $64.9M | 0.26% | +56,825+25.6% | Added |
| Franklin Resources Inc | 259,919 | $64.9M | 0.02% | −56,121−17.8% | Reduced |
| Gilder Gagnon Howe & Co LLC | 281,679 | $65.5M | 0.78% | +47,952+20.5% | Added |
| Envestnet Asset Management Inc | 316,670 | $73.7M | 0.02% | −12,293−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 321,813 | $74.9M | 0.01% | +9,899+3.2% | Added |
| Raymond James & Associates | 333,568 | $77.6M | 0.05% | −60,523−15.4% | Reduced |
| Legal & General Group Plc | 340,526 | $79.2M | 0.02% | −2,796−0.8% | Reduced |
| Point72 Asset Management, L.P. | 350,382 | $81.5M | 0.28% | +207,153+144.6% | Added |
| Bank of America Corp | 354,700 | $82.5M | 0.01% | −227,322−39.1% | Reduced |
| Citadel Advisors LLC | 419,977 | $97.7M | 0.10% | +63,293+17.7% | Added |
| Northern Trust Corp | 429,594 | $99.9M | 0.02% | −28,970−6.3% | Reduced |