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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 916 | $299.1K | 0.00% | +36+4.1% | Added |
| LRI Investments, LLC | 923 | $301.4K | 0.03% | −203−18.0% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 958 | $312.8K | 0.17% | +51+5.6% | Added |
| Apollon Wealth Management, LLC | 972 | $317.4K | 0.01% | +63+6.9% | Added |
| Dakota Wealth Management | 986 | $321.9K | 0.01% | +986 | New |
| EP Wealth Advisors, LLC | 988 | $322.7K | 0.00% | −183−15.6% | Reduced |
| Two Sigma Securities, LLC | 993 | $324.2K | 0.06% | −1,129−53.2% | Reduced |
| De Burlo Group Inc | 1,000 | $326.5K | 0.04% | +1,000 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,000 | $326.5K | 0.01% | +1,000 | New |
| denkapparat Operations GmbH | 1,006 | $328.5K | 0.49% | +1,006 | New |
| Forum Financial Management, LP | 1,011 | $330.1K | 0.01% | +1+0.1% | Added |
| Metis Global Partners, LLC | 1,015 | $331.4K | 0.01% | +70+7.4% | Added |
| One Wealth Advisors, LLC | 1,015 | $331.4K | 0.05% | +1,015 | New |
| MIG Capital, LLC | 1,026 | $335.0K | 0.03% | +1,026 | New |
| Net Worth Advisory Group | 1,033 | $337.2K | 0.10% | +4+0.4% | Added |
| Stephens Inc | 1,038 | $338.9K | 0.00% | −16−1.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,040 | $339.6K | 0.01% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,040 | $339.6K | 0.14% | +180+20.9% | Added |
| Portside Wealth Group, LLC | 1,043 | $340.6K | 0.06% | +110+11.8% | Added |
| Vise Technologies, Inc. | 1,047 | $342.0K | 0.03% | +1,047 | New |
| Principal Securities, Inc. | 1,051 | $343.2K | 0.01% | +95+9.9% | Added |
| McMahon Financial Advisors, LLC | 1,052 | $343.5K | 0.09% | −96−8.4% | Reduced |
| Concurrent Investment Advisors, LLC | 1,064 | $347.5K | 0.01% | +1+0.1% | Added |
| Tyler-Stone Wealth Management | 1,076 | $351.5K | 0.06% | +38+3.7% | Added |
| 111 Capital | 1,096 | $357.9K | 0.08% | +1,096 | New |
| State of Michigan Retirement System | 1,100 | $359.2K | 0.00% | −300−21.4% | Reduced |
| RiverGlades Family Offices LLC | 1,100 | $359.2K | 0.26% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,100 | $359.2K | 0.00% | +98+9.8% | Added |
| Camden National Bank | 1,104 | $360.5K | 0.05% | +1,104 | New |
| Coldstream Capital Management Inc | 1,113 | $363.4K | 0.01% | −70−5.9% | Reduced |
| Wetherby Asset Management Inc | 1,122 | $366.3K | 0.02% | −140−11.1% | Reduced |
| AXA S.A. | 1,131 | $369.3K | 0.00% | −220−16.3% | Reduced |
| Merit Financial Group, LLC | 1,132 | $369.7K | 0.01% | +50+4.6% | Added |
| Cetera Trust Company, N.A | 1,155 | $377.1K | 0.24% | −5−0.4% | Reduced |
| Archer Investment Corp | 1,169 | $381.6K | 0.10% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 1,178 | $384.6K | 0.00% | −8−0.7% | Reduced |
| Emerald Advisers, LLC | 1,179 | $385.0K | 0.01% | −526−30.9% | Reduced |
| Bridges Investment Management Inc | 1,185 | $386.9K | 0.01% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,200 | $391.8K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,203 | $392.8K | 0.00% | +31+2.6% | Added |
| Impact Investors, Inc | 1,205 | $393.3K | 0.31% | +1,205 | New |
| Clearstead Advisors, LLC | 1,213 | $396.1K | 0.01% | −340−21.9% | Reduced |
| Thrive Wealth Management, LLC | 1,236 | $403.6K | 0.07% | −30−2.4% | Reduced |
| DGS Capital Management, LLC | 1,241 | $405.2K | 0.10% | −49−3.8% | Reduced |
| Sequoia Financial Advisors, LLC | 1,243 | $406.0K | 0.00% | +298+31.5% | Added |
| Entropy Technologies, LP | 1,292 | $421.9K | 0.04% | +1,292 | New |
| Northwest & Ethical Investments L.P. | 1,300 | $423.9K | 0.01% | +1,300 | New |
| BTG Pactual Asset Management US LLC | 1,300 | $424.5K | 0.05% | +1,300 | New |
| HB Wealth Management, LLC | 1,304 | $425.8K | 0.00% | +331+34.0% | Added |
| Summit Investment Advisors, Inc. | 1,147 | $427.2K | 0.38% | +1,147 | New |
| Los Angeles Capital Management LLC | 1,313 | $428.7K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,319 | $430.7K | 0.04% | +1,319 | New |
| Sagespring Wealth Partners, LLC | 1,334 | $435.5K | 0.01% | +1,334 | New |
| Axxcess Wealth Management, LLC | 1,337 | $436.4K | 0.01% | −26−1.9% | Reduced |
| Signaturefd, LLC | 1,352 | $441.4K | 0.01% | +41+3.1% | Added |
| SFG Wealth Management, LLC. | 1,353 | $441.7K | 0.23% | +14+1.0% | Added |
| Legacy Financial Group LLC | 1,366 | $446.0K | 0.07% | +1,366 | New |
| Ironwood Investment Counsel, LLC | 1,370 | $447.3K | 0.08% | −90−6.2% | Reduced |
| Corebridge Financial, Inc. | 1,373 | $448.3K | 0.00% | −57−4.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,379 | $450.3K | 0.07% | +1,379 | New |
| Spahn Wealth & Retirement LLC | 1,400 | $457.1K | 0.30% | +1,400 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,411 | $460.7K | 0.03% | −2,139−60.3% | Reduced |
| Globeflex Capital L P | 1,420 | $463.6K | 0.04% | −3,368−70.3% | Reduced |
| Panagora Asset Management Inc | 1,432 | $467.6K | 0.00% | −981−40.7% | Reduced |
| Beacon Pointe Advisors, LLC | 1,449 | $473.1K | 0.01% | +300+26.1% | Added |
| National Bank of Canada | 1,462 | $477.5K | 0.00% | +1,097+300.5% | Added |
| Shell Asset Management Co | 1,465 | $478.0K | 0.02% | −254−14.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,479 | $483.0K | 0.00% | −411−21.7% | Reduced |
| Wealth Alliance | 1,483 | $484.3K | 0.06% | +30+2.1% | Added |
| Thoroughbred Financial Services, LLC | 1,504 | $491.0K | 0.03% | +145+10.7% | Added |
| Cullen/Frost Bankers, Inc. | 1,514 | $494.3K | 0.01% | −86−5.4% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,541 | $503.1K | 0.13% | +2+0.1% | Added |
| EverSource Wealth Advisors, LLC | 1,541 | $503.1K | 0.03% | +11+0.7% | Added |
| Magnolia Private Wealth, LLC | 1,551 | $506.4K | 0.45% | +1,551 | New |
| Okabena Investment Services Inc | 1,570 | $512.6K | 0.14% | +1,570 | New |
| Farringdon Capital, Ltd. | 1,572 | $513.3K | 0.21% | +1,572 | New |
| Pennsylvania Capital Management Inc | 1,575 | $514.3K | 0.18% | 00.0% | Unchanged |
| Potentia Wealth | 1,577 | $515.0K | 0.23% | +1,577 | New |
| Wedmont Private Capital | 1,578 | $521.4K | 0.03% | +55+3.6% | Added |
| Squarepoint Ops LLC | 1,600 | $522.4K | 0.00% | −67,077−97.7% | Reduced |
| UniSuper Management Pty Ltd | 1,600 | $522.4K | 0.00% | −923−36.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,606 | $524.4K | 0.01% | −4,421−73.4% | Reduced |
| Everence Capital Management Inc | 1,610 | $526.0K | 0.03% | +1,610 | New |
| Nomura Holdings Inc | 1,649 | $538.4K | 0.00% | −5,722−77.6% | Reduced |
| Oppenheimer & Co Inc | 1,652 | $539.4K | 0.01% | +1,652 | New |
| Prudential Financial Inc | 1,664 | $543.3K | 0.00% | −6,209−78.9% | Reduced |
| Hamilton Capital Partners Inc. | 1,680 | $548.5K | 0.04% | −873−34.2% | Reduced |
| Sanchez Wealth Management Group | 1,686 | $550.6K | 0.15% | +35+2.1% | Added |
| Gibbs Wealth Management | 1,688 | $551.1K | 0.15% | +263+18.5% | Added |
| RSM US Wealth Management LLC | 1,698 | $555.2K | 0.01% | +641+60.6% | Added |
| Advisory Services Network, LLC | 1,701 | $555.4K | 0.01% | −8,562−83.4% | Reduced |
| Catalyst Capital Advisors LLC | 1,710 | $558.3K | 0.01% | −842−33.0% | Reduced |
| Gsa Capital Partners LLP | 1,718 | $561.0K | 0.04% | −1,260−42.3% | Reduced |
| World Equity Group, Inc. | 1,720 | $561.4K | 0.12% | +1,720 | New |
| Bridgefront Capital, LLC | 1,733 | $565.8K | 0.19% | −153−8.1% | Reduced |
| Lido Advisors, LLC | 1,739 | $568.0K | 0.00% | +219+14.4% | Added |
| Heritage Family Offices, LLP | 1,749 | $571.1K | 0.29% | +22+1.3% | Added |
| Harvest Fund Management Co., Ltd | 1,756 | $573.0K | 0.03% | +1,756 | New |
| Applied Finance Capital Management, LLC | 1,757 | $573.7K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,762 | $575.3K | 0.00% | +53+3.1% | Added |