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, Q4 2024
Institutional positions in LPL Financial Holdings Inc. as of Dec 31, 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
- 725
- +89 vs. Q3 2024
- Shares held
- 71.3M
- +122.6K (+0.2%) vs. Q3 2024
- Total value
- $23.3B
- +$6.73B (+40.7%) vs. Q3 2024
- New holders
- 149
- 227 more added
- Sold out
- 60
- 271 more reduced
10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,218,657 | $2.36B | 0.04% | −60,937−0.8% | Reduced |
| BlackRock, Inc. | 4,766,545 | $1.56B | 0.03% | +12,141+0.3% | Added |
| Boston Partners | 3,905,541 | $1.28B | 1.56% | +805,637+26.0% | Added |
| Janus Henderson Group PLC | 3,050,529 | $996.0M | 0.51% | +522,032+20.6% | Added |
| FMR LLC | 2,958,723 | $966.1M | 0.06% | −363,848−11.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,660,736 | $868.8M | 2.00% | +57,485+2.2% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,922,748 | $627.8M | 4.66% | −257,389−11.8% | Reduced |
| State Street Corp | 1,670,536 | $545.5M | 0.02% | −6,557−0.4% | Reduced |
| WCM Investment Management, LLC | 1,641,615 | $536.8M | 1.26% | −8,053−0.5% | Reduced |
| Samlyn Capital, LLC | 1,573,076 | $513.6M | 8.16% | −72,618−4.4% | Reduced |
| Geode Capital Management, LLC | 1,459,942 | $475.9M | 0.04% | +23,111+1.6% | Added |
| JPMorgan Chase & Co | 1,199,115 | $391.5M | 0.03% | −76,021−6.0% | Reduced |
| Massachusetts Financial Services Co | 1,115,708 | $364.3M | 0.12% | +405,341+57.1% | Added |
| Morgan Stanley | 1,027,846 | $335.6M | 0.02% | +156,998+18.0% | Added |
| Darlington Partners Capital Management, LP | 938,354 | $306.4M | 11.45% | −161,382−14.7% | Reduced |
| Norges Bank | 936,410 | $305.7M | 0.04% | +14,688+1.6% | Added |
| Raymond James Financial Inc | 906,501 | $296.0M | 0.11% | +906,501 | New |
| Millennium Management LLC | 899,377 | $293.7M | 0.25% | +60,178+7.2% | Added |
| Clarkston Capital Partners, LLC | 872,283 | $284.8M | 5.46% | −104,747−10.7% | Reduced |
| Dimensional Fund Advisors LP | 846,067 | $276.3M | 0.07% | +45,476+5.7% | Added |
| TD Asset Management Inc | 841,219 | $274.7M | 0.24% | −65,394−7.2% | Reduced |
| Epoch Investment Partners, Inc. | 725,572 | $236.9M | 1.15% | +25,538+3.6% | Added |
| SurgoCap Partners LP | 709,270 | $231.6M | 13.41% | −71,451−9.2% | Reduced |
| Westfield Capital Management Co LP | 705,919 | $230.5M | 1.00% | −4,948−0.7% | Reduced |
| Third Point LLCSuperinvestorThird Point | 655,000 | $213.9M | 2.87% | +170,000+35.1% | Added |
| Southpoint Capital Advisors LP | 600,000 | $195.9M | 4.60% | −150,000−20.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 587,721 | $191.9M | 3.46% | +90,646+18.2% | Added |
| UBS Asset Management Americas Inc | 581,645 | $189.9M | 0.04% | −33,592−5.5% | Reduced |
| Eminence Capital, LP | 558,647 | $182.4M | 2.79% | −519,462−48.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 532,404 | $173.8M | 1.53% | +12,000+2.3% | Added |
| Wells Fargo & Company | 504,588 | $164.8M | 0.04% | +6,365+1.3% | Added |
| Marshall Wace, LLP | 504,176 | $164.6M | 0.21% | −359,078−41.6% | Reduced |
| Northern Trust Corp | 491,145 | $160.4M | 0.02% | +61,551+14.3% | Added |
| American Century Companies Inc | 489,580 | $159.9M | 0.09% | +15,554+3.3% | Added |
| Fairview Capital Investment Management, LLC | 478,002 | $156.1M | 8.09% | −7,944−1.6% | Reduced |
| Balyasny Asset Management LLC | 471,488 | $153.9M | 0.36% | +471,488 | New |
| Dodge & Cox | 470,109 | $153.5M | 0.09% | +454,553+2,922.0% | Added |
| First Pacific Advisors, LP | 458,289 | $149.6M | 2.14% | −730.0% | Reduced |
| Bank of New York Mellon Corp | 452,684 | $147.8M | 0.03% | −27,231−5.7% | Reduced |
| Agf Management Ltd | 435,056 | $142.1M | 0.71% | −12,454−2.8% | Reduced |
| Artisan Partners Limited Partnership | 417,873 | $136.4M | 0.21% | +417,873 | New |
| Alyeska Investment Group, L.P. | 416,613 | $136.0M | 0.51% | +416,613 | New |
| Azora Capital LP | 416,185 | $135.9M | 6.10% | −227,359−35.3% | Reduced |
| Junto Capital Management LP | 405,990 | $132.6M | 2.64% | −71,596−15.0% | Reduced |
| HMI Capital Management, L.P. | 401,243 | $131.0M | 6.58% | −291,300−42.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 397,596 | $129.8M | 0.27% | +335,492+540.2% | Added |
| Ameriprise Financial Inc | 378,261 | $123.5M | 0.03% | +128,932+51.7% | Added |
| Canada Pension Plan Investment Board | 360,578 | $117.7M | 0.11% | −247,187−40.7% | Reduced |
| Bank of America Corp | 337,059 | $110.1M | 0.01% | −17,641−5.0% | Reduced |
| Charles Schwab Investment Management Inc | 335,749 | $109.6M | 0.02% | +13,936+4.3% | Added |
| Envestnet Asset Management Inc | 333,924 | $109.0M | 0.03% | +17,254+5.4% | Added |
| Palestra Capital Management LLC | 328,286 | $107.2M | 2.94% | +328,286 | New |
| Legal & General Group Plc | 306,918 | $100.2M | 0.03% | −33,608−9.9% | Reduced |
| Citadel Advisors LLC | 300,199 | $98.0M | 0.09% | −119,778−28.5% | Reduced |
| Macquarie Group Ltd | 286,994 | $93.7M | 0.11% | +33,421+13.2% | Added |
| Gilder Gagnon Howe & Co LLC | 276,341 | $90.2M | 0.97% | −5,338−1.9% | Reduced |
| Price T Rowe Associates Inc | 263,268 | $86.0M | 0.01% | −352,717−57.3% | Reduced |
| Egerton Capital (UK) LLP | 257,710 | $84.1M | 0.97% | +257,710 | New |
| Manufacturers Life Insurance Company, The | 247,614 | $80.8M | 0.07% | −311,788−55.7% | Reduced |
| Holocene Advisors, LP | 233,165 | $76.1M | 0.25% | −45,618−16.4% | Reduced |
| Employees Retirement System of Texas | 231,500 | $75.6M | 0.65% | +63,100+37.5% | Added |
| Standard Life Aberdeen plc | 216,750 | $71.0M | 0.13% | −36,618−14.5% | Reduced |
| Captrust Financial Advisors | 215,870 | $70.5M | 0.20% | +18,286+9.3% | Added |
| Goldman Sachs Group Inc | 208,037 | $67.9M | 0.01% | −23,933−10.3% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 195,474 | $63.8M | 0.08% | −16,764−7.9% | Reduced |
| Truist Financial Corp | 192,153 | $62.7M | 0.10% | +14,106+7.9% | Added |
| Nuveen Asset Management, LLC | 188,913 | $61.7M | 0.02% | −47,971−20.3% | Reduced |
| Coronation Fund Managers Ltd. | 187,008 | $61.1M | 3.59% | −30,443−14.0% | Reduced |
| UBS Group AG | 186,170 | $60.8M | 0.01% | −86,485−31.7% | Reduced |
| Hudson Bay Capital Management LP | 185,935 | $60.7M | 0.37% | +96,988+109.0% | Added |
| D. E. Shaw & Co., Inc. | 184,558 | $60.3M | 0.07% | −10,585−5.4% | Reduced |
| Deutsche Bank AG | 175,061 | $57.2M | 0.02% | −38,910−18.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 173,024 | $56.5M | 0.04% | −2,175−1.2% | Reduced |
| Brown Brothers Harriman & Co | 171,766 | $56.1M | 0.39% | +19,787+13.0% | Added |
| Royal Bank of Canada | 170,086 | $55.5M | 0.01% | −6,952−3.9% | Reduced |
| Stifel Financial Corp | 165,291 | $54.0M | 0.06% | +42,460+34.6% | Added |
| Moore Capital Management, LP | 160,607 | $52.4M | 0.98% | +160,607 | New |
| Franklin Resources Inc | 152,319 | $49.7M | 0.01% | −107,600−41.4% | Reduced |
| Wellington Management Group LLP | 150,670 | $49.2M | 0.01% | −76,487−33.7% | Reduced |
| Amundi | 145,443 | $48.5M | 0.02% | +90,775+166.0% | Added |
| Point72 Asset Management, L.P. | 147,089 | $48.0M | 0.13% | −203,293−58.0% | Reduced |
| California Public Employees Retirement System | 140,991 | $46.0M | 0.03% | −4,035−2.8% | Reduced |
| Man Group plc | 137,568 | $44.9M | 0.14% | −311,358−69.4% | Reduced |
| ExodusPoint Capital Management, LP | 135,475 | $44.2M | 0.46% | +70,940+109.9% | Added |
| Comerica Bank | 125,544 | $41.0M | 0.17% | +11,798+10.4% | Added |
| National Pension Service | 119,724 | $39.1M | 0.04% | +2,000+1.7% | Added |
| Bamco Inc | 119,704 | $39.1M | 0.10% | +54,256+82.9% | Added |
| Alliancebernstein L.P. | 116,703 | $38.1M | 0.01% | −34,903−23.0% | Reduced |
| SEI Investments Co | 115,732 | $37.8M | 0.05% | +28,072+32.0% | Added |
| LPL Financial LLC | 115,273 | $37.6M | 0.02% | +9,138+8.6% | Added |
| California State Teachers Retirement System | 113,287 | $37.0M | 0.04% | +3,425+3.1% | Added |
| HSBC Holdings PLC | 111,345 | $36.4M | 0.02% | −46,444−29.4% | Reduced |
| Jennison Associates LLC | 108,256 | $35.3M | 0.02% | +13,406+14.1% | Added |
| Family Wealth Partners, LLC | 107,861 | $35.2M | 16.74% | −40,035−27.1% | Reduced |
| Buckingham Strategic Partners | 104,529 | $34.1M | 0.58% | −43,940−29.6% | Reduced |
| Rhumbline Advisers | 101,446 | $33.1M | 0.03% | −4,367−4.1% | Reduced |
| Invesco Ltd. | 100,727 | $32.9M | 0.01% | −27,914−21.7% | Reduced |
| Solel Partners LP | 87,000 | $28.4M | 5.56% | +87,000 | New |
| Heron Bay Capital Management | 85,594 | $27.9M | 5.84% | −10,537−11.0% | Reduced |
| Artemis Investment Management LLP | 82,736 | $27.0M | 0.38% | +12,896+18.5% | Added |