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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 2,367 | $550.6K | 0.07% | −29−1.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 2,344 | $545.3K | 0.00% | −158,120−98.5% | Reduced |
| XML Financial, LLC | 2,278 | $529.8K | 0.05% | +89+4.1% | Added |
| London Co of Virginia | 2,270 | $528.1K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 2,266 | $527.1K | 0.08% | +2,266 | New |
| Prossimo Advisors, LLC | 2,235 | $520.0K | 0.38% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,232 | $519.2K | 0.01% | −749−25.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,218 | $516.0K | 0.02% | +49+2.3% | Added |
| Root Financial Partners, LLC | 2,205 | $512.9K | 0.08% | −2−0.1% | Reduced |
| Ieq Capital, LLC | 2,192 | $510.0K | 0.01% | +408+22.9% | Added |
| Concorde Asset Management, LLC | 2,167 | $504.1K | 0.28% | −33−1.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,149 | $499.9K | 0.02% | +2,149 | New |
| NBC Securities, Inc. | 2,140 | $497.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,127 | $494.6K | 0.00% | −41,048−95.1% | Reduced |
| Twin Tree Management, LP | 2,124 | $494.1K | 0.01% | +2,124 | New |
| Two Sigma Securities, LLC | 2,122 | $493.6K | 0.04% | +2,122 | New |
| Venturi Wealth Management, LLC | 2,073 | $482.2K | 0.03% | −43,179−95.4% | Reduced |
| Vontobel Holding Ltd. | 2,062 | $479.7K | 0.00% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 2,000 | $465.3K | 0.16% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 1,999 | $464.5K | 0.01% | −17,604−89.8% | Reduced |
| Hallmark Capital Management Inc | 1,985 | $461.8K | 0.03% | +549+38.2% | Added |
| FinTrust Capital Advisors, LLC | 2,000 | $448.7K | 0.08% | +2,000 | New |
| Mattson Financial Services, LLC | 1,590 | $444.1K | 0.16% | −22−1.4% | Reduced |
| Advisors Asset Management, Inc. | 1,906 | $443.4K | 0.01% | −767−28.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,890 | $440.0K | 0.00% | −1,084−36.4% | Reduced |
| Bridgefront Capital, LLC | 1,886 | $438.7K | 0.17% | +1,886 | New |
| Hunting Hill Global Capital, LLC | 1,871 | $435.3K | 0.61% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,779 | $413.8K | 0.00% | +1,779 | New |
| Applied Finance Capital Management, LLC | 1,757 | $408.7K | 0.02% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,733 | $403.1K | 0.01% | −293−14.5% | Reduced |
| Heritage Family Offices, LLP | 1,727 | $401.8K | 0.21% | +15+0.9% | Added |
| Cynosure Management, LLC | 1,724 | $401.1K | 0.06% | +385+28.8% | Added |
| Shell Asset Management Co | 1,719 | $400.0K | 0.02% | +1,719 | New |
| International Assets Investment Management, LLC | 92,819 | $399.0K | 0.00% | +92,020+11,516.9% | Added |
| Davenport & Co LLC | 1,709 | $397.6K | 0.00% | −313−15.5% | Reduced |
| Emerald Advisers, LLC | 1,705 | $396.6K | 0.02% | −808−32.2% | Reduced |
| Yousif Capital Management, LLC | 1,697 | $394.8K | 0.00% | +50+3.0% | Added |
| QRG Capital Management, Inc. | 1,678 | $390.3K | 0.00% | −982−36.9% | Reduced |
| Sanchez Wealth Management Group | 1,651 | $384.0K | 0.12% | +2+0.1% | Added |
| CX Institutional | 1,643 | $382.2K | 0.02% | +1,643 | New |
| Cullen/Frost Bankers, Inc. | 1,600 | $372.2K | 0.01% | −9−0.6% | Reduced |
| Bessemer Group Inc | 1,602 | $372.0K | 0.00% | +3+0.2% | Added |
| Vestcor Inc | 1,576 | $367.0K | 0.01% | −2,485−61.2% | Reduced |
| Pennsylvania Capital Management Inc | 1,575 | $366.4K | 0.13% | +3+0.2% | Added |
| Wedmont Private Capital | 1,523 | $364.3K | 0.02% | −400−20.8% | Reduced |
| Clearstead Advisors, LLC | 1,553 | $361.3K | 0.01% | −40−2.5% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,539 | $358.1K | 0.09% | +2+0.1% | Added |
| EverSource Wealth Advisors, LLC | 1,530 | $355.9K | 0.02% | +7+0.5% | Added |
| LRI Investments, LLC | 1,126 | $354.1K | 0.03% | −58−4.9% | Reduced |
| Lido Advisors, LLC | 1,520 | $353.7K | 0.00% | −77−4.8% | Reduced |
| Ironwood Investment Counsel, LLC | 1,460 | $339.6K | 0.06% | −60−3.9% | Reduced |
| Wealth Alliance | 1,453 | $338.1K | 0.04% | +34+2.4% | Added |
| Simplicity Wealth,LLC | 1,444 | $335.9K | 0.03% | −5,209−78.3% | Reduced |
| Corebridge Financial, Inc. | 1,430 | $332.7K | 0.00% | −51−3.4% | Reduced |
| Gibbs Wealth Management | 1,425 | $331.5K | 0.11% | +181+14.5% | Added |
| Fox Run Management, L.L.C. | 1,410 | $328.0K | 0.07% | −102−6.7% | Reduced |
| State of Michigan Retirement System | 1,400 | $325.7K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,363 | $317.0K | 0.01% | −91−6.3% | Reduced |
| Thoroughbred Financial Services, LLC | 1,359 | $316.0K | 0.02% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 1,367 | $315.6K | 0.00% | +343+33.5% | Added |
| AXA S.A. | 1,351 | $314.3K | 0.00% | +1,351 | New |
| SFG Wealth Management, LLC. | 1,339 | $311.6K | 0.17% | 00.0% | Unchanged |
| AE Wealth Management LLC | 1,322 | $307.5K | 0.00% | −436−24.8% | Reduced |
| Los Angeles Capital Management LLC | 1,313 | $305.4K | 0.00% | +1,313 | New |
| Veriti Management LLC | 1,311 | $305.1K | 0.02% | −46−3.4% | Reduced |
| Signaturefd, LLC | 1,311 | $304.9K | 0.01% | −171−11.5% | Reduced |
| DGS Capital Management, LLC | 1,290 | $300.1K | 0.08% | −218−14.5% | Reduced |
| Thrive Wealth Management, LLC | 1,266 | $294.5K | 0.05% | −35−2.7% | Reduced |
| Wetherby Asset Management Inc | 1,262 | $293.6K | 0.01% | −297−19.1% | Reduced |
| Coldstream Capital Management Inc | 1,183 | $283.2K | 0.01% | −189−13.8% | Reduced |
| Snowden Capital Advisors LLC | 1,215 | $282.6K | 0.01% | −28,133−95.9% | Reduced |
| Nebula Research & Development LLC | 1,206 | $280.6K | 0.03% | −2,678−68.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,200 | $279.2K | 0.02% | −600−33.3% | Reduced |
| Pzena Investment Management LLC | 1,187 | $276.1K | 0.00% | −354−23.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,186 | $275.9K | 0.00% | +6+0.5% | Added |
| Bridges Investment Management Inc | 1,185 | $275.7K | 0.00% | +37+3.2% | Added |
| Ronald Blue Trust, Inc. | 977 | $272.9K | 0.00% | +492+101.4% | Added |
| United Capital Financial Advisers, LLC | 1,172 | $272.6K | 0.00% | −562−32.4% | Reduced |
| EP Wealth Advisors, LLC | 1,171 | $272.4K | 0.00% | +358+44.0% | Added |
| Archer Investment Corp | 1,169 | $271.8K | 0.07% | −847−42.0% | Reduced |
| Cetera Trust Company, N.A | 1,160 | $269.9K | 0.17% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 1,153 | $268.2K | 0.01% | −2,306−66.7% | Reduced |
| Beacon Pointe Advisors, LLC | 1,149 | $267.3K | 0.00% | −71−5.8% | Reduced |
| McMahon Financial Advisors, LLC | 1,148 | $267.1K | 0.06% | +43+3.9% | Added |
| PFG Investments, LLC | 1,145 | $266.3K | 0.02% | +1,145 | New |
| Hill Investment Group Partners, LLC | 931 | $262.7K | 0.04% | −9−1.0% | Reduced |
| Schechter Investment Advisors, LLC | 1,106 | $257.3K | 0.02% | −99−8.2% | Reduced |
| RiverGlades Family Offices LLC | 1,100 | $255.9K | 0.18% | +1,100 | New |
| Merit Financial Group, LLC | 1,082 | $251.7K | 0.01% | +1,082 | New |
| First County Bank | 1,074 | $249.8K | 0.12% | −148−12.1% | Reduced |
| Concurrent Investment Advisors, LLC | 1,063 | $247.3K | 0.01% | +37+3.6% | Added |
| CWM, LLC | 1,058 | $246.0K | 0.00% | −147−12.2% | Reduced |
| Stephens Inc | 1,054 | $245.2K | 0.00% | +52+5.2% | Added |
| RSM US Wealth Management LLC | 1,057 | $243.0K | 0.00% | −417−28.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,040 | $241.9K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,038 | $241.4K | 0.05% | +520+100.4% | Added |
| Net Worth Advisory Group | 1,029 | $239.6K | 0.07% | +1,029 | New |
| OneAscent Financial Services LLC | 1,018 | $237.0K | 0.17% | −93−8.4% | Reduced |
| Forum Financial Management, LP | 1,010 | $235.0K | 0.00% | −3−0.3% | Reduced |
| ProShare Advisors LLC | 1,002 | $233.1K | 0.00% | −264−20.9% | Reduced |