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 |
|---|---|---|---|---|---|
| Swedbank AB | 16,429 | $3.82M | 0.00% | +2,720+19.8% | Added |
| Parallax Volatility Advisers, L.P. | 16,172 | $3.76M | 0.10% | +16,172 | New |
| IFM Investors Pty Ltd | 15,876 | $3.69M | 0.04% | +303+1.9% | Added |
| Daiwa Securities Group Inc. | 15,841 | $3.69M | 0.02% | +5,320+50.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 15,801 | $3.68M | 0.12% | +11,984+314.0% | Added |
| Magnetar Financial LLC | 15,740 | $3.66M | 0.08% | +12,880+450.3% | Added |
| Annex Advisory Services, LLC | 15,606 | $3.63M | 0.12% | +4,056+35.1% | Added |
| Forsta Ap-Fonden | 15,600 | $3.63M | 0.03% | +300+2.0% | Added |
| Dodge & Cox | 15,556 | $3.62M | 0.00% | +15,556 | New |
| Northwest Financial Advisors | 15,478 | $3.60M | 2.87% | +65+0.4% | Added |
| Argent Capital Management LLC | 15,465 | $3.60M | 0.10% | +300+2.0% | Added |
| Atria Investments LLC | 15,458 | $3.60M | 0.04% | −1,275−7.6% | Reduced |
| Oppenheimer Asset Management Inc. | 15,239 | $3.55M | 0.04% | +12,304+419.2% | Added |
| MML Investors Services, LLC | 15,189 | $3.53M | 0.01% | −1,392−8.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 15,124 | $3.52M | 0.02% | +30+0.2% | Added |
| Teca Partners, LP | 15,061 | $3.50M | 2.45% | +15,061 | New |
| Knights of Columbus Asset Advisors LLC | 14,609 | $3.40M | 0.22% | −555−3.7% | Reduced |
| Cetera Investment Advisers | 14,452 | $3.36M | 0.01% | +13+0.1% | Added |
| Quantinno Capital Management LP | 14,394 | $3.35M | 0.04% | +550+4.0% | Added |
| Empowered Funds, LLC | 14,285 | $3.32M | 0.05% | +4,702+49.1% | Added |
| O'Shaughnessy Asset Management, LLC | 12,826 | $3.20M | 0.03% | −2,992−18.9% | Reduced |
| Shepherd Financial Partners LLC | 13,755 | $3.20M | 0.38% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 13,585 | $3.16M | 0.01% | 00.0% | Unchanged |
| Andra AP-fonden | 13,500 | $3.14M | 0.05% | +13,400+13,400.0% | Added |
| Xponance, Inc. | 13,066 | $3.04M | 0.03% | −235−1.8% | Reduced |
| CIBC Private Wealth Group, LLC | 13,002 | $3.02M | 0.01% | +5,304+68.9% | Added |
| Lazard Asset Management LLC | 12,908 | $3.00M | 0.00% | +12,857+25,209.8% | Added |
| Twinbeech Capital LP | 12,852 | $2.99M | 0.06% | −2,960−18.7% | Reduced |
| HighTower Advisors, LLC | 12,783 | $2.97M | 0.00% | +923+7.8% | Added |
| Silvant Capital Management LLC | 12,746 | $2.97M | 0.13% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 12,703 | $2.96M | 0.21% | −841−6.2% | Reduced |
| DnB Asset Management AS | 12,634 | $2.94M | 0.01% | +1,146+10.0% | Added |
| CIBC World Markets Inc. | 12,594 | $2.93M | 0.01% | +90+0.7% | Added |
| Mariner, LLC | 12,572 | $2.92M | 0.01% | −3,500−21.8% | Reduced |
| Sterling Capital Management LLC | 12,512 | $2.91M | 0.04% | +12,512 | New |
| British Columbia Investment Management Corp | 12,466 | $2.90M | 0.02% | −1,795−12.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,409 | $2.89M | 0.01% | −2,101−14.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 12,332 | $2.87M | 0.07% | +495+4.2% | Added |
| Advisory Services Network, LLC | 10,263 | $2.87M | 0.06% | 00.0% | Unchanged |
| Utah Retirement Systems | 12,317 | $2.87M | 0.03% | +100+0.8% | Added |
| TD Private Client Wealth LLC | 12,079 | $2.81M | 0.08% | +1,193+11.0% | Added |
| Tredje AP-fonden | 11,889 | $2.77M | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 11,867 | $2.76M | 0.09% | +11,867 | New |
| Raymond James Financial Services Advisors, Inc. | 11,599 | $2.70M | 0.00% | +830+7.7% | Added |
| Hennessy Advisors Inc | 11,400 | $2.65M | 0.08% | −200−1.7% | Reduced |
| Rockefeller Capital Management L.P. | 11,319 | $2.63M | 0.01% | +11,319 | New |
| Bridgeway Capital Management, LLC | 11,320 | $2.63M | 0.06% | 00.0% | Unchanged |
| TT International Asset Management LTD | 11,266 | $2.62M | 0.32% | +11,266 | New |
| United Asset Strategies, Inc. | 11,236 | $2.61M | 0.24% | +292+2.7% | Added |
| Cerity Partners LLC | 11,046 | $2.57M | 0.01% | +6,865+164.2% | Added |
| Centiva Capital, LP | 10,867 | $2.53M | 0.11% | +10,867 | New |
| Dark Forest Capital Management LP | 10,837 | $2.52M | 0.32% | +10,837 | New |
| Symphony Financial, Ltd. Co. | 10,753 | $2.48M | 0.41% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 10,564 | $2.46M | 0.03% | +1,328+14.4% | Added |
| KBC Group NV | 10,230 | $2.38M | 0.01% | −2,040−16.6% | Reduced |
| Omers Administration Corp | 10,117 | $2.35M | 0.02% | −1,300−11.4% | Reduced |
| Retirement Capital Strategies | 10,041 | $2.34M | 0.91% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 9,765 | $2.27M | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 9,669 | $2.25M | 0.21% | +1,304+15.6% | Added |
| Quantitative Investment Management, LLC | 9,421 | $2.19M | 0.22% | +9,421 | New |
| Beacon Investment Advisors LLC | 9,331 | $2.17M | 1.03% | +97+1.1% | Added |
| Greenleaf Trust | 9,323 | $2.17M | 0.02% | +9,323 | New |
| Nissay Asset Management Corp | 9,184 | $2.14M | 0.01% | +296+3.3% | Added |
| Advisor Group Holdings, Inc. | 9,080 | $2.11M | 0.00% | −864−8.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 8,893 | $2.07M | 0.04% | −15,294−63.2% | Reduced |
| Laurion Capital Management LP | 8,887 | $2.07M | 0.13% | +592+7.1% | Added |
| F/M Investments LLC | 8,938 | $2.06M | 0.07% | +8,938 | New |
| Sheaff Brock Investment Advisors, LLC | 8,634 | $2.01M | 0.18% | +358+4.3% | Added |
| Flynn Zito Capital Management, LLC | 8,634 | $2.01M | 0.97% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 8,718 | $2.00M | 0.00% | +131+1.5% | Added |
| Caldwell Trust Co | 8,537 | $1.99M | 0.21% | −280−3.2% | Reduced |
| HM Payson & Co | 8,501 | $1.98M | 0.03% | −198,974−95.9% | Reduced |
| Oliver Luxxe Assets LLC | 8,373 | $1.95M | 0.35% | +144+1.7% | Added |
| Crossmark Global Holdings, Inc. | 8,203 | $1.91M | 0.03% | −810−9.0% | Reduced |
| Harbor Capital Advisors, Inc. | 8,020 | $1.87M | 0.08% | +4,134+106.4% | Added |
| Garrett Investment Advisors LLC | 7,972 | $1.85M | 0.19% | +867+12.2% | Added |
| Prudential Financial Inc | 7,873 | $1.83M | 0.00% | −89−1.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 7,917 | $1.83M | 0.01% | −2,396−23.2% | Reduced |
| Cubist Systematic Strategies, LLC | 7,779 | $1.81M | 0.03% | −28,591−78.6% | Reduced |
| Baird Financial Group, Inc. | 7,745 | $1.80M | 0.00% | +7,745 | New |
| Wealth Enhancement Advisory Services, LLC | 7,731 | $1.80M | 0.00% | −977−11.2% | Reduced |
| Public Employees Retirement Association of Colorado | 7,703 | $1.79M | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 7,700 | $1.79M | 0.04% | −8,670−53.0% | Reduced |
| Toroso Investments, LLC | 7,662 | $1.78M | 0.02% | +3,809+98.9% | Added |
| Ostrum Asset Management | 7,607 | $1.77M | 0.15% | +2,045+36.8% | Added |
| Robeco Institutional Asset Management B.V. | 7,417 | $1.73M | 0.00% | +190+2.6% | Added |
| Nomura Holdings Inc | 7,371 | $1.71M | 0.01% | +7,371 | New |
| James Investment Research Inc | 7,275 | $1.69M | 0.20% | −6,691−47.9% | Reduced |
| Caption Management, LLC | 7,221 | $1.68M | 0.18% | +7,221 | New |
| Integrated Investment Consultants, LLC | 7,203 | $1.68M | 0.37% | +1,057+17.2% | Added |
| Jane Street Group, LLC | 7,186 | $1.67M | 0.00% | −4,858−40.3% | Reduced |
| Jefferies Financial Group Inc. | 7,134 | $1.66M | 0.03% | +3,392+90.6% | Added |
| Walleye Trading LLC | 7,015 | $1.63M | 0.04% | +6,854+4,257.1% | Added |
| King Luther Capital Management Corp | 6,778 | $1.58M | 0.01% | +918+15.7% | Added |
| Allspring Global Investments Holdings, LLC | 6,740 | $1.57M | 0.00% | −220,431−97.0% | Reduced |
| Foresight Global Investors, Inc. | 6,649 | $1.55M | 0.84% | +1,100+19.8% | Added |
| Sterling Group Wealth Management, LLC | 6,629 | $1.54M | 0.82% | 00.0% | Unchanged |
| BlueMar Capital Management, LLC | 6,580 | $1.53M | 3.06% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 6,339 | $1.47M | 0.01% | −1,771−21.8% | Reduced |
| Future Fund LLC | 5,190 | $1.46M | 4.21% | +898+20.9% | Added |