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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 980 | $228.0K | 0.01% | +92+10.4% | Added |
| HB Wealth Management, LLC | 973 | $226.3K | 0.00% | −249−20.4% | Reduced |
| Eqis Capital Management, Inc. | 972 | $226.2K | 0.02% | −3,084−76.0% | Reduced |
| Principal Securities, Inc. | 956 | $222.4K | 0.01% | −1,644−63.2% | Reduced |
| Sequoia Financial Advisors, LLC | 945 | $219.9K | 0.00% | +88+10.3% | Added |
| Metis Global Partners, LLC | 945 | $219.8K | 0.01% | +46+5.1% | Added |
| Portside Wealth Group, LLC | 933 | $217.0K | 0.04% | +111+13.5% | Added |
| Greenland Capital Management LP | 916 | $213.1K | 0.04% | +916 | New |
| Apollon Wealth Management, LLC | 909 | $211.5K | 0.01% | −126−12.2% | Reduced |
| Oak Thistle LLC | 897 | $208.7K | 0.07% | −494−35.5% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 907 | $208.5K | 0.12% | +27+3.1% | Added |
| Financial Advocates Investment Management | 882 | $205.1K | 0.01% | +882 | New |
| Mather Group, LLC. | 880 | $204.7K | 0.00% | −12−1.3% | Reduced |
| Berger Financial Group, Inc | 874 | $203.3K | 0.01% | +51+6.2% | Added |
| V-Square Quantitative Management LLC | 868 | $201.9K | 0.03% | +3+0.3% | Added |
| TSFG, LLC | 863 | $201.0K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 865 | $200.5K | 0.02% | −11−1.3% | Reduced |
| ASB Consultores, LLC | 860 | $200.1K | 0.08% | +124+16.8% | Added |
| Nisa Investment Advisors, LLC | 810 | $188.4K | 0.00% | −5,490−87.1% | Reduced |
| Bryn Mawr Trust Co | 783 | $182.1K | 0.00% | +783 | New |
| Eagle Bay Advisors LLC | 684 | $159.1K | 0.06% | −70−9.3% | Reduced |
| Lindbrook Capital, LLC | 673 | $156.6K | 0.01% | −199−22.8% | Reduced |
| Assetmark, Inc | 672 | $156.3K | 0.00% | +31+4.8% | Added |
| Ci Investments Inc. | 622 | $145.0K | 0.00% | −19−3.0% | Reduced |
| Picton Mahoney Asset Management | 600 | $140.0K | 0.01% | +600 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $139.6K | 0.01% | +500+500.0% | Added |
| United Community Bank | 580 | $134.9K | 0.05% | −35−5.7% | Reduced |
| Meeder Asset Management Inc | 566 | $131.7K | 0.01% | +540+2,076.9% | Added |
| Allworth Financial LP | 559 | $130.0K | 0.00% | −55−9.0% | Reduced |
| Elgethun Capital Management | 493 | $114.7K | 0.03% | −465−48.5% | Reduced |
| Colonial Trust Co | 476 | $110.6K | 0.02% | +21+4.6% | Added |
| Asset Dedication, LLC | 452 | $105.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 442 | $102.8K | 0.01% | −64−12.6% | Reduced |
| State of Wyoming | 427 | $99.3K | 0.01% | −23−5.1% | Reduced |
| Farther Finance Advisors, LLC | 411 | $95.6K | 0.00% | −5−1.2% | Reduced |
| Gables Capital Management Inc. | 400 | $93.1K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 385 | $89.6K | 0.00% | +94+32.3% | Added |
| J.Safra Asset Management Corp | 373 | $86.1K | 0.01% | +151+68.0% | Added |
| Central Trust Co | 367 | $85.4K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 365 | $84.9K | 0.00% | −1,239−77.2% | Reduced |
| Smartleaf Asset Management LLC | 360 | $83.1K | 0.01% | +135+60.0% | Added |
| Penserra Capital Management LLC | 351 | $80.0K | 0.00% | +1+0.3% | Added |
| Baldwin Brothers Inc | 337 | $78.4K | 0.01% | +337 | New |
| Arlington Trust Co LLC | 315 | $73.3K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 296 | $68.9K | 0.00% | +296 | New |
| Global Retirement Partners, LLC | 283 | $65.9K | 0.00% | +43+17.9% | Added |
| IFP Advisors, Inc | 283 | $65.8K | 0.00% | −70−19.8% | Reduced |
| Central Pacific Bank - Trust Division | 246 | $57.2K | 0.01% | −26−9.6% | Reduced |
| GAMMA Investing LLC | 208 | $48.4K | 0.00% | −8−3.7% | Reduced |
| Flaharty Asset Management, LLC | 187 | $43.5K | 0.01% | +187 | New |
| Skopos Labs, Inc. | 184 | $42.8K | 0.01% | +184 | New |
| Jackson, Grant Investment Advisers, Inc. | 181 | $42.1K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 180 | $41.9K | 0.00% | −25−12.2% | Reduced |
| SRS Capital Advisors, Inc. | 172 | $40.0K | 0.00% | −10−5.5% | Reduced |
| FIL Ltd | 169 | $39.3K | 0.00% | +28+19.9% | Added |
| Golden State Equity Partners | 167 | $38.8K | 0.01% | +167 | New |
| Wintrust Investments LLC | 162 | $37.0K | 0.03% | +162 | New |
| CoreCap Advisors, LLC | 156 | $36.3K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 156 | $36.0K | 0.00% | +28+21.9% | Added |
| Covestor Ltd | 149 | $35.0K | 0.02% | −32−17.7% | Reduced |
| Tortoise Investment Management, LLC | 150 | $34.9K | 0.00% | +19+14.5% | Added |
| Alpine Bank Wealth Management | 150 | $34.9K | 0.01% | +150 | New |
| Umb Bank N A | 149 | $34.7K | 0.00% | −22−12.9% | Reduced |
| Paladin Wealth, LLC | 146 | $34.0K | 0.03% | +146 | New |
| Group One Trading, L.P. | 140 | $32.6K | 0.00% | +140 | New |
| Aster Capital Management (DIFC) Ltd | 140 | $32.6K | 0.01% | +140 | New |
| MCF Advisors LLC | 138 | $32.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 135 | $31.4K | 0.00% | +118+694.1% | Added |
| Ashton Thomas Securities, LLC | 132 | $30.7K | 0.01% | +132 | New |
| Geneos Wealth Management Inc. | 132 | $30.7K | 0.00% | +132 | New |
| Spire Wealth Management | 126 | $29.2K | 0.00% | −33−20.8% | Reduced |
| Smithfield Trust Co | 119 | $27.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 115 | $26.8K | 0.02% | +2+1.8% | Added |
| Parkside Financial Bank & Trust | 100 | $23.3K | 0.00% | −11−9.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 100 | $23.3K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 95 | $21.9K | 0.00% | +65+216.7% | Added |
| Global X Japan Co., Ltd. | 84 | $19.5K | 0.00% | +39+86.7% | Added |
| IAG Wealth Partners, LLC | 83 | $19.4K | 0.00% | −7−7.8% | Reduced |
| Plato Investment Management Ltd | 81 | $18.8K | 0.00% | −899−91.7% | Reduced |
| Huntington National Bank | 70 | $16.3K | 0.00% | −40−36.4% | Reduced |
| JFS Wealth Advisors, LLC | 66 | $15.4K | 0.00% | +1+1.5% | Added |
| Quarry LP | 56 | $13.0K | 0.00% | −271−82.9% | Reduced |
| Park Place Capital Corp | 54 | $12.6K | 0.00% | +6+12.5% | Added |
| Bell Investment Advisors, Inc | 53 | $12.3K | 0.00% | −4−7.0% | Reduced |
| PSI Advisors, LLC | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 50 | $11.6K | 0.01% | +26+108.3% | Added |
| Eastern Bank | 50 | $11.6K | 0.00% | +50 | New |
| Private Wealth Management Group, LLC | 49 | $11.4K | 0.00% | −5−9.3% | Reduced |
| Fifth Third Bancorp | 48 | $11.2K | 0.00% | −525−91.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 48 | $11.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 45 | $10.5K | 0.00% | −430−90.5% | Reduced |
| Global Wealth Strategies & Associates | 44 | $10.2K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 39 | $8.95K | 0.00% | −583−93.7% | Reduced |
| AdvisorNet Financial, Inc | 38 | $8.84K | 0.00% | −32−45.7% | Reduced |
| Alaska Permanent Fund Corp | 38 | $8.84K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 38 | $8.84K | 0.00% | +38 | New |
| Cape Investment Advisory, Inc. | 36 | $8.38K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 30 | $6.99K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 29 | $6.75K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 20 | $6.29K | 0.00% | +20 | New |