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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 156 | $51.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 163 | $53.2K | 0.00% | −9−5.2% | Reduced |
| FIL Ltd | 167 | $54.5K | 0.00% | −2−1.2% | Reduced |
| CoreCap Advisors, LLC | 169 | $55.3K | 0.00% | +13+8.3% | Added |
| Atala Financial Inc | 180 | $58.8K | 0.04% | +180 | New |
| Sandy Spring Bank | 180 | $58.8K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 181 | $59.1K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 198 | $64.6K | 0.02% | +14+7.6% | Added |
| Compass Financial Services Inc | 200 | $65.3K | 0.04% | +200 | New |
| Quarry LP | 210 | $68.6K | 0.01% | +154+275.0% | Added |
| R Squared Ltd | 240 | $78.4K | 0.08% | +240 | New |
| Hexagon Capital Partners LLC | 241 | $78.7K | 0.01% | +241 | New |
| Tortoise Investment Management, LLC | 266 | $86.9K | 0.01% | +116+77.3% | Added |
| Leonteq Securities AG | 273 | $89.1K | 0.01% | +138+102.2% | Added |
| Global Retirement Partners, LLC | 273 | $89.3K | 0.00% | −10−3.5% | Reduced |
| NBT Bank N A | 296 | $96.6K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 315 | $102.9K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 330 | $107.7K | 0.04% | +330 | New |
| Point72 (DIFC) Ltd | 332 | $108.3K | 0.01% | +332 | New |
| Penserra Capital Management LLC | 340 | $111.0K | 0.00% | −11−3.1% | Reduced |
| GAMMA Investing LLC | 357 | $116.6K | 0.01% | +149+71.6% | Added |
| Central Trust Co | 357 | $116.6K | 0.00% | −10−2.7% | Reduced |
| Mattson Financial Services, LLC | 516 | $120.0K | 0.04% | −1,074−67.5% | Reduced |
| Natixis | 371 | $121.1K | 0.00% | +371 | New |
| Smartleaf Asset Management LLC | 386 | $126.2K | 0.01% | +26+7.2% | Added |
| Gables Capital Management Inc. | 400 | $130.6K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 432 | $141.0K | 0.01% | +21+5.1% | Added |
| First Horizon Advisors, Inc. | 432 | $141.1K | 0.00% | +47+12.2% | Added |
| Quadrant Capital Group LLC | 443 | $144.6K | 0.01% | +1+0.2% | Added |
| Bryn Mawr Trust Co | 464 | $151.5K | 0.00% | −319−40.7% | Reduced |
| Elgethun Capital Management | 493 | $161.0K | 0.04% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 500 | $163.3K | 0.02% | +500 | New |
| Colonial Trust Co | 505 | $164.8K | 0.02% | +29+6.1% | Added |
| Allworth Financial LP | 464 | $165.4K | 0.00% | −95−17.0% | Reduced |
| Whipplewood Advisors, LLC | 512 | $167.2K | 0.10% | +512 | New |
| WPG Advisers, LLC | 557 | $181.9K | 0.17% | +557 | New |
| Meeder Asset Management Inc | 562 | $183.5K | 0.01% | −4−0.7% | Reduced |
| Central Pacific Bank - Trust Division | 564 | $184.2K | 0.02% | +318+129.3% | Added |
| United Community Bank | 570 | $186.1K | 0.07% | −10−1.7% | Reduced |
| Fedenia Advisers LLC | 572 | $186.8K | 0.11% | +572 | New |
| Assetmark, Inc | 579 | $189.0K | 0.00% | −93−13.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $195.9K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 611 | $199.5K | 0.13% | −73−10.7% | Reduced |
| Horizon Wealth Management, LLC | 621 | $202.6K | 0.04% | +621 | New |
| Dai-Ichi Life Insurance Company, Ltd | 629 | $205.4K | 0.01% | +629 | New |
| National Asset Management, Inc. | 629 | $205.4K | 0.01% | +629 | New |
| J.Safra Asset Management Corp | 634 | $207.3K | 0.02% | +261+70.0% | Added |
| Quantum Financial Advisors, LLC | 636 | $207.7K | 0.03% | +636 | New |
| Norden Group LLC | 641 | $209.3K | 0.02% | +641 | New |
| Great Diamond Partners, LLC | 649 | $211.9K | 0.05% | +649 | New |
| Natural Investments, LLC | 651 | $212.0K | 0.06% | +651 | New |
| Kolinsky Wealth Management, LLC | 650 | $212.2K | 0.13% | +650 | New |
| Security Financial Services, INC. | 657 | $214.5K | 0.04% | +657 | New |
| Drive Wealth Management, LLC | 662 | $216.2K | 0.05% | +662 | New |
| Catalytic Wealth RIA, LLC | 663 | $216.5K | 0.04% | +663 | New |
| Quest Partners LLC | 667 | $217.8K | 0.03% | −3,720−84.8% | Reduced |
| Fundamentun, LLC | 675 | $220.4K | 0.01% | +675 | New |
| WealthCare Investment Partners, LLC | 677 | $221.9K | 0.10% | +677 | New |
| Jacobi Capital Management LLC | 692 | $225.9K | 0.02% | +692 | New |
| PFG Investments, LLC | 693 | $226.2K | 0.01% | −452−39.5% | Reduced |
| Lindbrook Capital, LLC | 696 | $227.3K | 0.02% | +23+3.4% | Added |
| Baader Bank INC | 697 | $227.6K | 0.02% | +697 | New |
| WoodTrust Financial Corp | 702 | $229.0K | 0.03% | +702 | New |
| One Day In July LLC | 702 | $229.2K | 0.02% | +702 | New |
| Institute for Wealth Management, LLC. | 714 | $233.1K | 0.03% | +714 | New |
| Birch Financial Group, LLC | 717 | $234.0K | 0.26% | +717 | New |
| IFG Advisory, LLC | 733 | $239.5K | 0.01% | +733 | New |
| Cresset Asset Management, LLC | 735 | $240.0K | 0.00% | −3,446−82.4% | Reduced |
| Kingsview Wealth Management, LLC | 741 | $241.9K | 0.00% | +741 | New |
| Waddell & Associates, LLC | 746 | $243.6K | 0.02% | +746 | New |
| Cigna Investments Inc | 746 | $244.0K | 0.04% | +746 | New |
| Fidelis Capital Partners, LLC | 676 | $246.2K | 0.02% | +676 | New |
| First County Bank | 756 | $246.8K | 0.14% | −318−29.6% | Reduced |
| Systematic Alpha Investments, LLC | 760 | $248.1K | 0.01% | +760 | New |
| Icapital Wealth LLC | 760 | $248.1K | 0.14% | +760 | New |
| Benjamin Edwards Inc | 765 | $249.8K | 0.00% | +765 | New |
| Perennial Investment Advisors, LLC | 773 | $252.6K | 0.03% | +773 | New |
| Koshinski Asset Management, Inc. | 774 | $252.7K | 0.02% | +774 | New |
| Abn Amro Investment Solutions | 774 | $252.7K | 0.00% | +774 | New |
| GeoWealth Management, LLC | 776 | $253.4K | 0.01% | −204−20.8% | Reduced |
| OneAscent Financial Services LLC | 792 | $259.0K | 0.02% | −226−22.2% | Reduced |
| ZWJ Investment Counsel Inc | 796 | $259.9K | 0.01% | +796 | New |
| Virtu Financial LLC | 798 | $260.0K | 0.01% | +798 | New |
| RMB Capital Management, LLC | 801 | $261.5K | 0.01% | +801 | New |
| Intrust Bank NA | 804 | $262.5K | 0.03% | +804 | New |
| Berger Financial Group, Inc | 810 | $264.5K | 0.02% | −64−7.3% | Reduced |
| Financial Advocates Investment Management | 834 | $272.4K | 0.02% | −48−5.4% | Reduced |
| Arkadios Wealth Advisors | 847 | $276.6K | 0.02% | +847 | New |
| Perigon Wealth Management, LLC | 801 | $277.3K | 0.01% | +801 | New |
| Dorsey & Whitney Trust CO LLC | 857 | $279.8K | 0.02% | +857 | New |
| TSFG, LLC | 864 | $282.0K | 0.06% | +1+0.1% | Added |
| Quent Capital, LLC | 866 | $282.6K | 0.03% | +1+0.1% | Added |
| Vinva Investment Management Ltd | 865 | $282.8K | 0.01% | −2,313−72.8% | Reduced |
| V-Square Quantitative Management LLC | 875 | $285.7K | 0.04% | +7+0.8% | Added |
| Wolverine Trading, LLC | 877 | $286.8K | 0.01% | +877 | New |
| Cynosure Management, LLC | 885 | $289.0K | 0.04% | −839−48.7% | Reduced |
| Lifestyle Asset Management, Inc. | 898 | $293.2K | 0.16% | +898 | New |
| Pzena Investment Management LLC | 900 | $293.9K | 0.00% | −287−24.2% | Reduced |
| Ci Investments Inc. | 905 | $295.0K | 0.00% | +283+45.5% | Added |
| Good Life Advisors, LLC | 913 | $298.0K | 0.02% | +913 | New |