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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 75,699 | $17.6M | 0.03% | −2,770−3.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 69,731 | $17.1M | 1.37% | +17,091+32.5% | Added |
| Trillium Asset Management, LLC | 70,310 | $16.4M | 0.40% | −103,692−59.6% | Reduced |
| Artemis Investment Management LLP | 69,840 | $16.2M | 0.25% | −55,806−44.4% | Reduced |
| NewEdge Wealth, LLC | 69,669 | $16.2M | 0.29% | +50,294+259.6% | Added |
| Susquehanna International Group, LLP | 68,900 | $16.0M | 0.03% | +54,991+395.4% | Added |
| Squarepoint Ops LLC | 68,677 | $16.0M | 0.05% | +68,677 | New |
| Fort Washington Investment Advisors Inc | 67,466 | $15.7M | 0.10% | +13,214+24.4% | Added |
| Bamco Inc | 65,448 | $15.2M | 0.04% | −60,193−47.9% | Reduced |
| AQR Capital Management LLC | 64,884 | $15.1M | 0.02% | +20,983+47.8% | Added |
| ExodusPoint Capital Management, LP | 64,535 | $15.0M | 0.15% | +55,496+614.0% | Added |
| Korea Investment CORP | 63,846 | $14.9M | 0.04% | +23,497+58.2% | Added |
| Kames Capital plc | 62,342 | $14.5M | 0.20% | +533+0.9% | Added |
| Caisse de Depot Et Placement du Quebec | 62,104 | $14.4M | 0.03% | +62,104 | New |
| BNP Paribas Arbitrage, SA | 62,047 | $14.4M | 0.01% | −56,324−47.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 60,446 | $14.1M | 0.03% | +9,917+19.6% | Added |
| Westwood Holdings Group Inc. | 58,432 | $13.6M | 0.06% | +58,432 | New |
| Ensign Peak Advisors, Inc | 57,084 | $13.3M | 0.02% | −18,522−24.5% | Reduced |
| Amundi | 54,668 | $13.0M | 0.00% | −129,322−70.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 54,577 | $12.7M | 0.03% | +8,889+19.5% | Added |
| Natixis Advisors, L.P. | 53,814 | $12.5M | 0.02% | −5,817−9.8% | Reduced |
| Royal London Asset Management Ltd | 51,542 | $12.0M | 0.03% | +2,998+6.2% | Added |
| Treasurer of the State of North Carolina | 50,954 | $11.9M | 0.05% | +500+1.0% | Added |
| Thornburg Investment Management Inc | 50,646 | $11.8M | 0.15% | −37−0.1% | Reduced |
| Wealth High Governance Capital Ltda | 50,000 | $11.6M | 4.08% | +50,000 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 49,762 | $11.6M | 0.01% | +5,647+12.8% | Added |
| Winmill & Co. Inc | 48,860 | $11.4M | 3.82% | +24,200+98.1% | Added |
| Great West Life Assurance Co | 47,581 | $11.1M | 0.02% | +1,627+3.5% | Added |
| Teacher Retirement System of Texas | 47,502 | $11.1M | 0.05% | −7,484−13.6% | Reduced |
| Toronto Dominion Bank | 46,632 | $10.8M | 0.02% | −42,321−47.6% | Reduced |
| Brandywine Global Investment Management, LLC | 42,118 | $10.5M | 0.07% | −86,645−67.3% | Reduced |
| New York State Common Retirement Fund | 44,641 | $10.4M | 0.01% | −8,800−16.5% | Reduced |
| State of Wisconsin Investment Board | 44,611 | $10.4M | 0.03% | +908+2.1% | Added |
| Logan Capital Management Inc | 44,180 | $10.3M | 0.42% | −428−1.0% | Reduced |
| Mawer Investment Management Ltd. | 43,016 | $10.0M | 0.05% | +1,341+3.2% | Added |
| Tobam | 42,074 | $9.79M | 1.78% | +14,307+51.5% | Added |
| Pictet Asset Management Holding SA | 40,928 | $9.52M | 0.01% | +4,724+13.0% | Added |
| Primecap Management Co | 40,900 | $9.51M | 0.01% | −193,500−82.6% | Reduced |
| Bank of Montreal | 40,784 | $9.42M | 0.00% | −35,002−46.2% | Reduced |
| Van Eck Associates Corp | 36,380 | $9.39M | 0.01% | +13,814+61.2% | Added |
| Cobalt Capital Management, Inc. | 40,000 | $9.31M | 4.14% | +40,000 | New |
| Voya Investment Management LLC | 37,687 | $8.77M | 0.01% | −573,562−93.8% | Reduced |
| Citigroup Inc | 37,289 | $8.67M | 0.01% | −15,453−29.3% | Reduced |
| Point72 Europe (London) LLP | 37,276 | $8.67M | 0.73% | +17,676+90.2% | Added |
| Pathstone Holdings, LLC | 36,334 | $8.45M | 0.04% | −6,819−15.8% | Reduced |
| Janney Montgomery Scott LLC | 36,239 | $8.43M | 0.02% | −517−1.4% | Reduced |
| Bridgewater Associates, LP | 35,848 | $8.34M | 0.05% | +24,998+230.4% | Added |
| KWB Wealth | 28,463 | $7.95M | 1.04% | +40.0% | Added |
| CI Private Wealth, LLC | 33,792 | $7.86M | 0.01% | −1,619−4.6% | Reduced |
| Poplar Forest Capital LLC | 33,311 | $7.75M | 1.06% | +33,311 | New |
| ArrowMark Colorado Holdings LLC | 33,256 | $7.74M | 0.10% | +33,256 | New |
| Banco BTG Pactual S.A. | 33,015 | $7.68M | 2.00% | +33,015 | New |
| Cinctive Capital Management LP | 32,858 | $7.64M | 0.44% | −7,508−18.6% | Reduced |
| Icon Advisers Inc | 32,583 | $7.58M | 1.59% | −12,699−28.0% | Reduced |
| Channing Capital Management, LLC | 31,817 | $7.40M | 0.19% | −6,697−17.4% | Reduced |
| Asset Management One Co.,Ltd. | 30,804 | $7.17M | 0.03% | −223−0.7% | Reduced |
| Assenagon Asset Management S.A. | 29,826 | $6.94M | 0.01% | −56,088−65.3% | Reduced |
| Brevan Howard Capital Management LP | 29,801 | $6.93M | 0.33% | +29,801 | New |
| Allianz Asset Management GmbH | 29,333 | $6.82M | 0.01% | +5,768+24.5% | Added |
| Headlands Technologies LLC | 29,126 | $6.78M | 0.78% | +29,126 | New |
| Mn Services Vermogensbeheer B.V. | 29,100 | $6.77M | 0.05% | −600−2.0% | Reduced |
| Mediolanum International Funds Ltd | 28,548 | $6.58M | 0.09% | +3,496+14.0% | Added |
| Public Employees Retirement System of Ohio | 27,759 | $6.46M | 0.03% | −2,689−8.8% | Reduced |
| 2Xideas AG | 27,508 | $6.40M | 0.86% | −12,673−31.5% | Reduced |
| State of New Jersey Common Pension Fund D | 27,408 | $6.38M | 0.03% | +165+0.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,214 | $6.33M | 0.02% | +1,104+4.2% | Added |
| Private Advisor Group, LLC | 27,098 | $6.30M | 0.04% | +276+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 26,494 | $6.16M | 0.05% | −22,873−46.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 26,089 | $6.07M | 0.01% | +24,333+1,385.7% | Added |
| Strategic Global Advisors, LLC | 25,601 | $5.96M | 1.17% | +3,527+16.0% | Added |
| Principal Financial Group Inc | 25,418 | $5.91M | 0.00% | +3,444+15.7% | Added |
| Brant Point Investment Management LLC | 24,966 | $5.81M | 1.32% | −9,406−27.4% | Reduced |
| Two Sigma Investments, LP | 24,836 | $5.78M | 0.01% | +19,336+351.6% | Added |
| Tudor Investment Corp Et Al | 24,238 | $5.64M | 0.06% | −70,771−74.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 23,481 | $5.46M | 0.03% | −734−3.0% | Reduced |
| Blair William & Co | 23,122 | $5.38M | 0.02% | −1,479−6.0% | Reduced |
| Sanctuary Advisors, LLC | 16,399 | $5.36M | 0.03% | +3,339+25.6% | Added |
| Whittier Trust Co | 22,784 | $5.30M | 0.07% | +1,026+4.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 21,574 | $5.02M | 0.23% | −6,843−24.1% | Reduced |
| Bullseye Asset Management LLC | 21,527 | $5.01M | 2.31% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 21,482 | $5.00M | 0.02% | −7,481−25.8% | Reduced |
| Arizona State Retirement System | 21,404 | $4.98M | 0.03% | +951+4.6% | Added |
| Winthrop Advisory Group LLC | 20,803 | $4.84M | 0.60% | +20+0.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 20,700 | $4.82M | 0.05% | +20,700 | New |
| Commerce Bank | 20,545 | $4.78M | 0.03% | −155,726−88.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 20,348 | $4.73M | 0.18% | +1,248+6.5% | Added |
| Engineers Gate Manager LP | 20,294 | $4.72M | 0.09% | +15,821+353.7% | Added |
| US Bancorp | 20,287 | $4.72M | 0.01% | −991−4.7% | Reduced |
| DRW Securities, LLC | 20,080 | $4.67M | 0.26% | +680+3.5% | Added |
| Kennedy Capital Management, Inc. | 19,919 | $4.63M | 0.10% | +6,781+51.6% | Added |
| Walleye Capital LLC | 19,912 | $4.63M | 0.05% | +16,086+420.4% | Added |
| Handelsbanken Fonder AB | 19,681 | $4.58M | 0.02% | +3,500+21.6% | Added |
| Prana Capital Management, LP | 18,876 | $4.39M | 0.20% | +4,889+35.0% | Added |
| Storebrand Asset Management AS | 18,576 | $4.32M | 0.01% | −1,868−9.1% | Reduced |
| Eagle Rock Investment Company, LLC | 18,051 | $4.20M | 0.70% | +3,320+22.5% | Added |
| Capital World Investors | 17,807 | $4.14M | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 17,742 | $4.13M | 0.06% | 00.0% | Unchanged |
| Weiss Asset Management LP | 17,226 | $4.01M | 0.10% | +17,226 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,677 | $3.88M | 0.04% | −19,098−53.4% | Reduced |
| Crestline Management, LP | 16,666 | $3.88M | 0.22% | +16,666 | New |