Skip to main content
Livermore
Livermore
ZHEN

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.

Q4 2024 vs. Q3 2024

How the institutions holding LPL Financial Holdings Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of LPLA: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders64610725+89
Shares72.1M957.4K71.3M+122.6K (+0.2%)
Value$16.8B$269.8M$23.3B+$6.73B (+40.7%)

10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (149)

Institutions that held LPL Financial Holdings Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 149 by value.

Institutions new to LPLA in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc906,501$296.0M0.11%
Balyasny Asset Management LLC471,488$153.9M0.36%
Artisan Partners Limited Partnership417,873$136.4M0.21%
Alyeska Investment Group, L.P.416,613$136.0M0.51%
Palestra Capital Management LLC328,286$107.2M2.94%
Egerton Capital (UK) LLP257,710$84.1M0.97%
Moore Capital Management, LP160,607$52.4M0.98%
Solel Partners LP87,000$28.4M5.56%
Castle Hook Partners LP76,135$24.9M0.53%
Susquehanna Fundamental Investments, LLC74,696$24.4M0.41%
Rivermont Capital Management LP60,062$19.6M7.39%
Lighthouse Investment Partners, LLC42,987$14.0M0.54%
Aware Super Pty Ltd as trustee of Aware Super36,615$12.0M0.19%
Lynwood Price Capital Management LP35,500$11.6M7.99%
Adage Capital Partners GP, L.L.C.30,000$9.80M0.02%
Diamond Hill Capital Management Inc27,408$8.95M0.04%
KLP Kapitalforvaltning AS26,100$8.52M0.04%
Lansforsakringar Fondforvaltning AB (publ)24,045$7.85M0.04%
Pinebridge Investments, L.P.21,451$7.00M0.05%
Universal- Beteiligungs- und Servicegesellschaft mbH20,892$6.82M0.01%
HRT Financial LP20,801$6.79M0.04%
Pinnbrook Capital Management LP15,285$4.99M1.75%
PEAK6 LLC11,129$3.63M0.14%
Police & Firemen's Retirement System of New Jersey10,821$3.53M0.03%
FJ Capital Management LLC8,946$2.92M0.34%
Voleon Capital Management LP6,960$2.27M0.17%
Donoghue Forlines LLC6,463$2.11M0.71%
Stenger Family Office, LLC5,625$1.84M0.62%
Versor Investments LP5,614$1.83M0.32%
Avanza Fonder AB4,473$1.46M0.04%
Retireful, LLC4,460$1.46M0.82%
Healthcare of Ontario Pension Plan Trust Fund4,126$1.35M0.00%
Scientech Research LLC3,698$1.21M0.34%
Chiron Investment Management, LLC3,687$1.20M0.40%
Fieldview Capital Management, LLC3,532$1.15M0.18%
Shelton Wealth Management, LLC3,322$1.08M0.60%
Generali Asset Management SPA SGR3,159$1.03M0.03%
Impact Capital Partners LLC2,883$941.3K0.33%
Belpointe Asset Management LLC3,691$828.1K0.05%
Voloridge Investment Management, LLC2,446$798.6K0.00%
Allstate Corp2,204$719.6K0.02%
Fortis Capital Advisors, LLC2,722$610.7K0.21%
Summit Trail Advisors, LLC1,822$595.1K0.02%
Harvest Fund Management Co., Ltd1,756$573.0K0.03%
World Equity Group, Inc.1,720$561.4K0.12%
Oppenheimer & Co Inc1,652$539.4K0.01%
Everence Capital Management Inc1,610$526.0K0.03%
Potentia Wealth1,577$515.0K0.23%
Farringdon Capital, Ltd.1,572$513.3K0.21%
Okabena Investment Services Inc1,570$512.6K0.14%
Magnolia Private Wealth, LLC1,551$506.4K0.45%
Spahn Wealth & Retirement LLC1,400$457.1K0.30%
Pinnacle Wealth Planning Services, Inc.1,379$450.3K0.07%
Legacy Financial Group LLC1,366$446.0K0.07%
Sagespring Wealth Partners, LLC1,334$435.5K0.01%
Petrus Trust Company, LTA1,319$430.7K0.04%
Summit Investment Advisors, Inc.1,147$427.2K0.38%
BTG Pactual Asset Management US LLC1,300$424.5K0.05%
Northwest & Ethical Investments L.P.1,300$423.9K0.01%
Entropy Technologies, LP1,292$421.9K0.04%
Impact Investors, Inc1,205$393.3K0.31%
Camden National Bank1,104$360.5K0.05%
111 Capital1,096$357.9K0.08%
Vise Technologies, Inc.1,047$342.0K0.03%
MIG Capital, LLC1,026$335.0K0.03%
One Wealth Advisors, LLC1,015$331.4K0.05%
denkapparat Operations GmbH1,006$328.5K0.49%
De Burlo Group Inc1,000$326.5K0.04%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund1,000$326.5K0.01%
Dakota Wealth Management986$321.9K0.01%
Good Life Advisors, LLC913$298.0K0.02%
Lifestyle Asset Management, Inc.898$293.2K0.16%
Wolverine Trading, LLC877$286.8K0.01%
Dorsey & Whitney Trust CO LLC857$279.8K0.02%
Perigon Wealth Management, LLC801$277.3K0.01%
Arkadios Wealth Advisors847$276.6K0.02%
Intrust Bank NA804$262.5K0.03%
RMB Capital Management, LLC801$261.5K0.01%
Virtu Financial LLC798$260.0K0.01%
ZWJ Investment Counsel Inc796$259.9K0.01%
Koshinski Asset Management, Inc.774$252.7K0.02%
Abn Amro Investment Solutions774$252.7K0.00%
Perennial Investment Advisors, LLC773$252.6K0.03%
Benjamin Edwards Inc765$249.8K0.00%
Systematic Alpha Investments, LLC760$248.1K0.01%
Icapital Wealth LLC760$248.1K0.14%
Fidelis Capital Partners, LLC676$246.2K0.02%
Cigna Investments Inc746$244.0K0.04%
Waddell & Associates, LLC746$243.6K0.02%
Kingsview Wealth Management, LLC741$241.9K0.00%
IFG Advisory, LLC733$239.5K0.01%
Birch Financial Group, LLC717$234.0K0.26%
Institute for Wealth Management, LLC.714$233.1K0.03%
One Day In July LLC702$229.2K0.02%
WoodTrust Financial Corp702$229.0K0.03%
Baader Bank INC697$227.6K0.02%
Jacobi Capital Management LLC692$225.9K0.02%
WealthCare Investment Partners, LLC677$221.9K0.10%
Fundamentun, LLC675$220.4K0.01%
Catalytic Wealth RIA, LLC663$216.5K0.04%

Sold out (60)

Institutions that held LPL Financial Holdings Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of LPLA in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Wealth High Governance Capital Ltda50,000$11.6M
DRW Securities, LLC20,080$4.67M
Prana Capital Management, LP18,876$4.39M
Weiss Asset Management LP17,226$4.01M
Parallax Volatility Advisers, L.P.16,172$3.76M
Magnetar Financial LLC15,740$3.66M
Knights of Columbus Asset Advisors LLC14,609$3.40M
Andra AP-fonden13,500$3.14M
Simplex Trading, LLC11,867$2.76M
Rockefeller Capital Management L.P.11,319$2.63M
Dark Forest Capital Management LP10,837$2.52M
Symphony Financial, Ltd. Co.10,753$2.48M
Public Sector Pension Investment Board9,765$2.27M
Quantitative Investment Management, LLC9,421$2.19M
Harbor Capital Advisors, Inc.8,020$1.87M
Cubist Systematic Strategies, LLC7,779$1.81M
Caption Management, LLC7,221$1.68M
Allspring Global Investments Holdings, LLC6,740$1.57M
Foresight Global Investors, Inc.6,649$1.55M
Burney Co5,809$1.35M
SG Americas Securities, LLC5,578$1.30M
Bank of Nova Scotia5,301$1.23M
Ossiam4,455$1.04M
Aigen Investment Management, LP4,138$962.6K
Graham Capital Management, L.P.3,946$918.0K
New York State Teachers Retirement System3,371$784.0K
Hillsdale Investment Management Inc.3,370$784.0K
Pittenger & Anderson Inc2,530$588.6K
Robertson Stephens Wealth Management, LLC2,149$499.9K
Twin Tree Management, LP2,124$494.1K
Guggenheim Capital LLC1,779$413.8K
International Assets Investment Management, LLC92,819$399.0K
CX Institutional1,643$382.2K
Simplicity Wealth,LLC1,444$335.9K
Fox Run Management, L.L.C.1,410$328.0K
Veriti Management LLC1,311$305.1K
Nebula Research & Development LLC1,206$280.6K
Oversea-Chinese Banking CORP Ltd1,153$268.2K
Hill Investment Group Partners, LLC931$262.7K
Eqis Capital Management, Inc.972$226.2K
Greenland Capital Management LP916$213.1K
Asset Dedication, LLC452$105.1K
State of Wyoming427$99.3K
Baldwin Brothers Inc337$78.4K
Flaharty Asset Management, LLC187$43.5K
Golden State Equity Partners167$38.8K
Wintrust Investments LLC162$37.0K
Paladin Wealth, LLC146$34.0K
Group One Trading, L.P.140$32.6K
Ashton Thomas Securities, LLC132$30.7K
Tanglewood Legacy Advisors, LLC100$23.3K
Legacy Investment Solutions, LLC20$6.29K
Legacy Wealth Managment, LLC20$6.29K
Capital Performance Advisors LLP18$4.19K
Frazier Financial Advisors, LLC16$3.72K
American National Bank10$2.33K
Householder Group Estate & Retirement Specialist, LLC9$2.00K
Claris Advisors, LLC5$1.16K
Richardson Financial Services Inc.4$1.12K
Dogwood Wealth Management LLC0$2

Not filed for Q4 2024 yet (10)

Institutions that held LPL Financial Holdings Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LPLA in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Eagle Asset Management Inc591,233$184.6M
Raymond James & Associates333,568$77.6M
Raymond James Financial Services Advisors, Inc.11,599$2.70M
BlueMar Capital Management, LLC6,580$1.53M
PEAK6 Investments LLC4,781$1.11M
B. Metzler seel. Sohn & Co. Holding AG3,161$735.3K
Raymond James Trust N.A.2,995$696.7K
FinTrust Capital Advisors, LLC2,000$448.7K
Rakuten Investment Management, Inc.1,367$315.6K
Alpine Bank Wealth Management150$34.9K