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 |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC | 20 | $6.29K | 0.00% | +20 | New |
| Financial Network Wealth Advisors LLC | 27 | $6.28K | 0.01% | +2+8.0% | Added |
| ESL Trust Services, LLC | 25 | $5.82K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $5.58K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 23 | $5.35K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $5.12K | 0.00% | +7+46.7% | Added |
| Hemington Wealth Management | 19 | $5.00K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 21 | $4.89K | 0.00% | −1−4.5% | Reduced |
| Massmutual Trust Co FSB | 21 | $4.88K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 19 | $4.42K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $4.42K | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $4.19K | 0.00% | −1−5.3% | Reduced |
| Capital Performance Advisors LLP | 18 | $4.19K | 0.00% | +18 | New |
| Frazier Financial Advisors, LLC | 16 | $3.72K | 0.00% | +16 | New |
| Raleigh Capital Management Inc. | 16 | $3.72K | 0.00% | −2−11.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 15 | $3.49K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13 | $3.02K | 0.00% | −5−27.8% | Reduced |
| Versant Capital Management, Inc | 12 | $2.79K | 0.00% | −57−82.6% | Reduced |
| Rosenberg Matthew Hamilton | 12 | $2.79K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $2.79K | 0.00% | +4+50.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 12 | $2.79K | 0.00% | +12 | New |
| MV Capital Management, Inc. | 10 | $2.33K | 0.00% | +4+66.7% | Added |
| American National Bank | 10 | $2.33K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 8 | $1.85K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $1.63K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 6 | $1.40K | 0.00% | −7−53.8% | Reduced |
| Continuum Advisory, LLC | 4 | $1.26K | 0.00% | +1+33.3% | Added |
| ZRC Wealth Management, LLC | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 5 | $1.16K | 0.00% | −38−88.4% | Reduced |
| Rothschild Investment LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5 | $1.16K | 0.00% | +5 | New |
| Richardson Financial Services Inc. | 4 | $1.12K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Avion Wealth | 8 | $1.00K | 0.00% | +2+33.3% | Added |
| Bruce G. Allen Investments, LLC | 4 | $931 | 0.00% | −15−78.9% | Reduced |
| Tucker Asset Management LLC | 4 | $931 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $472 | 0.00% | +2 | New |
| Larson Financial Group LLC | 2 | $468 | 0.00% | +1+100.0% | Added |
| Pacer Advisors, Inc. | 2 | $465 | 0.00% | +2 | New |
| Talon Private Wealth, LLC | 2 | $465 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 1 | $233 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | −554−99.8% | Reduced |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,577,102−100.0% | Sold out |
| North Peak Capital Management, LLC | 0 | $0 | 0.00% | −224,731−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −207,774−100.0% | Sold out |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −137,689−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −131,783−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −102,017−100.0% | Sold out |
| Parnassus Investments | 0 | $0 | 0.00% | −56,840−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −36,141−100.0% | Sold out |
| Rivermont Capital Management LP | 0 | $0 | 0.00% | −30,997−100.0% | Sold out |
| Segment Wealth Management, LLC | 0 | $0 | 0.00% | −30,832−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −25,476−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −14,950−100.0% | Sold out |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −14,362−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −13,248−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −11,706−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −9,409−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −7,697−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,559−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,520−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −7,518−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −6,412−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −6,406−100.0% | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,675−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,551−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −5,287−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −5,131−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −4,874−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,193−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −4,065−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −3,669−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −3,286−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −3,203−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −3,183−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,104−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,981−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −2,950−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,912−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −2,467−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,410−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −2,297−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −2,247−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,066−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −1,794−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −1,695−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,673−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −1,522−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −1,366−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −1,324−100.0% | Sold out |