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 |
|---|---|---|---|---|---|
| Pitcairn Co | 6,244 | $1.45M | 0.09% | −548−8.1% | Reduced |
| Neuberger Berman Group LLC | 6,241 | $1.45M | 0.00% | −124−1.9% | Reduced |
| JustInvest LLC | 6,227 | $1.45M | 0.02% | −1,648−20.9% | Reduced |
| Diversified Trust Co | 6,212 | $1.45M | 0.04% | +6,212 | New |
| Nordea Investment Management AB | 6,131 | $1.43M | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 6,122 | $1.42M | 0.04% | −288−4.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,111 | $1.42M | 0.03% | +3,235+112.5% | Added |
| Tower Research Capital LLC (TRC) | 6,027 | $1.40M | 0.04% | +5,358+800.9% | Added |
| Kestra Advisory Services, LLC | 6,014 | $1.40M | 0.01% | −523−8.0% | Reduced |
| Commonwealth Equity Services, LLC | 5,958 | $1.39M | 0.00% | +288+5.1% | Added |
| Ethic Inc. | 5,157 | $1.36M | 0.03% | −751−12.7% | Reduced |
| Burney Co | 5,809 | $1.35M | 0.05% | +5,809 | New |
| Yorktown Management & Research Co Inc | 5,690 | $1.32M | 1.36% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,659 | $1.32M | 0.00% | +2,150+61.3% | Added |
| TrinityPoint Wealth, LLC | 5,605 | $1.30M | 0.19% | +648+13.1% | Added |
| Amalgamated Bank | 5,593 | $1.30M | 0.01% | +563+11.2% | Added |
| SG Americas Securities, LLC | 5,578 | $1.30M | 0.00% | +732+15.1% | Added |
| Kovitz Investment Group Partners, LLC | 5,649 | $1.30M | 0.01% | +247+4.6% | Added |
| Dana Investment Advisors, Inc. | 5,524 | $1.29M | 0.04% | +365+7.1% | Added |
| Bank of Nova Scotia | 5,301 | $1.23M | 0.00% | +421+8.6% | Added |
| Knollwood Investment Advisory, LLC | 5,275 | $1.23M | 0.13% | 00.0% | Unchanged |
| Credit Agricole S A | 5,150 | $1.20M | 0.01% | +118+2.3% | Added |
| Resources Investment Advisors, LLC. | 5,081 | $1.18M | 0.01% | +1,107+27.9% | Added |
| WMS Partners, LLC | 5,000 | $1.16M | 0.07% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 4,887 | $1.14M | 0.03% | −384−7.3% | Reduced |
| SkyView Investment Advisors, LLC | 4,835 | $1.13M | 0.19% | +131+2.8% | Added |
| Globeflex Capital L P | 4,788 | $1.11M | 0.11% | +1,420+42.2% | Added |
| PEAK6 Investments LLC | 4,781 | $1.11M | 0.06% | +4,448+1,335.7% | Added |
| Independent Advisor Alliance | 4,702 | $1.09M | 0.04% | +952+25.4% | Added |
| MetLife Investment Management | 4,693 | $1.09M | 0.01% | −92−1.9% | Reduced |
| Crawford Investment Counsel Inc | 4,488 | $1.04M | 0.02% | +348+8.4% | Added |
| APG Asset Management N.V. | 5,000 | $1.04M | 0.01% | −6,665−57.1% | Reduced |
| Ossiam | 4,455 | $1.04M | 0.02% | +46+1.0% | Added |
| M&T Bank Corp | 4,427 | $1.03M | 0.00% | +12+0.3% | Added |
| Mutual of America Capital Management LLC | 4,388 | $1.02M | 0.01% | +821+23.0% | Added |
| Quest Partners LLC | 4,387 | $1.02M | 0.09% | +1,373+45.6% | Added |
| CIBC World Markets Corp | 4,353 | $1.01M | 0.01% | −93,162−95.5% | Reduced |
| Maryland State Retirement & Pension System | 4,253 | $989.4K | 0.02% | −1,701−28.6% | Reduced |
| Fulton Bank, N.A. | 4,206 | $978.4K | 0.04% | +576+15.9% | Added |
| Cresset Asset Management, LLC | 4,181 | $972.7K | 0.00% | −574−12.1% | Reduced |
| GWM Advisors LLC | 4,177 | $971.8K | 0.01% | +632+17.8% | Added |
| Aigen Investment Management, LP | 4,138 | $962.6K | 0.19% | +4,138 | New |
| Integrated Wealth Concepts LLC | 4,107 | $955.8K | 0.01% | +44+1.1% | Added |
| LVW Advisors, LLC | 4,088 | $951.0K | 0.12% | +499+13.9% | Added |
| Schroder Investment Management Group | 4,080 | $949.1K | 0.00% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 4,032 | $938.0K | 0.02% | −4,582−53.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,988 | $927.7K | 0.00% | +423+11.9% | Added |
| Graham Capital Management, L.P. | 3,946 | $918.0K | 0.03% | +3,946 | New |
| Gateway Investment Advisers LLC | 3,890 | $904.9K | 0.01% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 3,882 | $903.1K | 0.03% | +2,303+145.9% | Added |
| Creative Planning | 3,757 | $874.0K | 0.00% | −817−17.9% | Reduced |
| Mackenzie Financial Corp | 3,689 | $858.2K | 0.00% | −7,007−65.5% | Reduced |
| Brinker Capital Investments, LLC | 3,684 | $857.0K | 0.01% | −1,078−22.6% | Reduced |
| Orion Portfolio Solutions, LLC | 3,684 | $857.0K | 0.01% | −1,078−22.6% | Reduced |
| Park Avenue Securities LLC | 3,639 | $847.0K | 0.01% | −4,260−53.9% | Reduced |
| First Hawaiian Bank | 3,578 | $832.4K | 0.03% | −77−2.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,550 | $825.8K | 0.06% | −851−19.3% | Reduced |
| Aureus Asset Management, LLC | 3,505 | $815.4K | 0.05% | −950−21.3% | Reduced |
| Gabelli Funds LLC | 3,500 | $814.2K | 0.01% | +3,500 | New |
| Advisor OS, LLC | 3,473 | $808.0K | 0.08% | −1,670−32.5% | Reduced |
| Colony Group, LLC | 3,414 | $794.2K | 0.00% | −49−1.4% | Reduced |
| IHT Wealth Management, LLC | 3,411 | $792.4K | 0.02% | +422+14.1% | Added |
| New York State Teachers Retirement System | 3,371 | $784.0K | 0.00% | +1,658+96.8% | Added |
| Hillsdale Investment Management Inc. | 3,370 | $784.0K | 0.06% | +3,370 | New |
| Yarbrough Capital, LLC | 3,361 | $781.9K | 0.03% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 3,300 | $767.7K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 3,318 | $762.7K | 0.00% | −604−15.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,219 | $748.8K | 0.18% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $735.3K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 3,161 | $735.3K | 0.01% | +3,161 | New |
| Vinva Investment Management Ltd | 3,178 | $733.7K | 0.03% | +393+14.1% | Added |
| Old National Bancorp | 3,030 | $704.9K | 0.02% | +529+21.2% | Added |
| HighPoint Advisor Group LLC | 2,499 | $701.7K | 0.04% | +104+4.3% | Added |
| Raymond James Trust N.A. | 2,995 | $696.7K | 0.02% | −1,986−39.9% | Reduced |
| Verition Fund Management LLC | 2,980 | $693.2K | 0.00% | −1,020−25.5% | Reduced |
| Gsa Capital Partners LLP | 2,978 | $693.0K | 0.05% | +1,605+116.9% | Added |
| Winton Group Ltd | 2,822 | $656.5K | 0.05% | +2,822 | New |
| Moran Wealth Management, LLC | 2,807 | $653.0K | 0.02% | +1,092+63.7% | Added |
| CAPROCK Group, Inc. | 2,786 | $648.1K | 0.02% | −319−10.3% | Reduced |
| CIBC Asset Management Inc | 2,749 | $639.5K | 0.00% | −6,058−68.8% | Reduced |
| Prudential PLC | 2,747 | $639.0K | 0.00% | −110−3.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,721 | $633.0K | 0.06% | +769+39.4% | Added |
| Thrivent Financial for Lutherans | 2,708 | $630.0K | 0.00% | −51,610−95.0% | Reduced |
| MAI Capital Management | 2,676 | $622.4K | 0.01% | −3,424−56.1% | Reduced |
| Stratos Wealth Partners, LTD. | 2,642 | $614.8K | 0.01% | −176−6.2% | Reduced |
| Wealthfront Advisers LLC | 2,592 | $603.0K | 0.00% | −1,893−42.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,578 | $599.6K | 0.00% | −48−1.8% | Reduced |
| Proequities, Inc. | 2,563 | $596.2K | 0.04% | −44−1.7% | Reduced |
| Hamilton Capital Partners Inc. | 2,553 | $593.9K | 0.05% | +580+29.4% | Added |
| Catalyst Capital Advisors LLC | 2,552 | $593.7K | 0.01% | −618−19.5% | Reduced |
| Avantax Advisory Services, Inc. | 2,533 | $589.2K | 0.00% | +52+2.1% | Added |
| Pittenger & Anderson Inc | 2,530 | $588.6K | 0.02% | −1,142−31.1% | Reduced |
| Ritholtz Wealth Management | 2,527 | $587.8K | 0.02% | −432−14.6% | Reduced |
| UniSuper Management Pty Ltd | 2,523 | $586.9K | 0.00% | +923+57.7% | Added |
| Investment Management Corp of Ontario | 2,461 | $572.5K | 0.01% | +800+48.2% | Added |
| Everpar Advisors LLC | 2,429 | $565.1K | 0.29% | −307−11.2% | Reduced |
| Parallel Advisors, LLC | 2,425 | $564.1K | 0.01% | −9−0.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,416 | $562.1K | 0.02% | +42+1.8% | Added |
| Panagora Asset Management Inc | 2,413 | $561.3K | 0.00% | −103,021−97.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,408 | $560.1K | 0.01% | +743+44.6% | Added |