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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 1,783 | $582.2K | 0.01% | +86+5.1% | Added |
| QRG Capital Management, Inc. | 1,812 | $591.6K | 0.01% | +134+8.0% | Added |
| Summit Trail Advisors, LLC | 1,822 | $595.1K | 0.02% | +1,822 | New |
| Winton Group Ltd | 1,851 | $604.4K | 0.04% | −971−34.4% | Reduced |
| Fiduciary Trust Co | 1,860 | $607.3K | 0.01% | +127+7.3% | Added |
| Fortis Capital Advisors, LLC | 2,722 | $610.7K | 0.21% | +2,722 | New |
| Hunting Hill Global Capital, LLC | 1,871 | $610.9K | 0.27% | 00.0% | Unchanged |
| XML Financial, LLC | 1,873 | $611.4K | 0.06% | −405−17.8% | Reduced |
| CWM, LLC | 1,876 | $612.0K | 0.00% | +818+77.3% | Added |
| Bessemer Group Inc | 1,886 | $615.0K | 0.00% | +284+17.7% | Added |
| Centiva Capital, LP | 1,904 | $621.7K | 0.02% | −8,963−82.5% | Reduced |
| Snowden Capital Advisors LLC | 1,922 | $627.6K | 0.02% | +707+58.2% | Added |
| Advisor OS, LLC | 1,946 | $635.5K | 0.07% | −1,527−44.0% | Reduced |
| Concorde Asset Management, LLC | 1,986 | $648.4K | 0.34% | −181−8.4% | Reduced |
| Avantax Advisory Services, Inc. | 1,989 | $649.5K | 0.00% | −544−21.5% | Reduced |
| Oak Thistle LLC | 1,991 | $650.1K | 0.19% | +1,094+122.0% | Added |
| WJ Wealth Management, LLC | 2,000 | $653.0K | 0.22% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 2,061 | $672.9K | 0.02% | −400−16.3% | Reduced |
| Vontobel Holding Ltd. | 2,062 | $673.3K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,080 | $679.1K | 0.01% | +174+9.1% | Added |
| Venturi Wealth Management, LLC | 2,092 | $683.1K | 0.03% | +19+0.9% | Added |
| E. Ohman J:or Asset Management AB | 2,100 | $685.7K | 0.02% | −1,200−36.4% | Reduced |
| Nisa Investment Advisors, LLC | 2,178 | $711.1K | 0.00% | +1,368+168.9% | Added |
| Root Financial Partners, LLC | 2,191 | $715.4K | 0.09% | −14−0.6% | Reduced |
| Allstate Corp | 2,204 | $719.6K | 0.02% | +2,204 | New |
| Stratos Wealth Partners, LTD. | 2,247 | $734.0K | 0.01% | −395−15.0% | Reduced |
| Greenline Partners, LLC | 2,266 | $739.9K | 0.10% | 00.0% | Unchanged |
| London Co of Virginia | 2,270 | $741.2K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 2,319 | $757.2K | 0.06% | +334+16.8% | Added |
| Jacobs Levy Equity Management, Inc | 2,344 | $765.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,362 | $771.0K | 0.00% | −216−8.4% | Reduced |
| HighPoint Advisor Group LLC | 2,147 | $778.0K | 0.04% | −352−14.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,404 | $784.8K | 0.01% | −4−0.2% | Reduced |
| Everpar Advisors LLC | 2,432 | $794.1K | 0.40% | +3+0.1% | Added |
| Voloridge Investment Management, LLC | 2,446 | $798.6K | 0.00% | +2,446 | New |
| GWM Advisors LLC | 2,470 | $806.6K | 0.00% | −1,707−40.9% | Reduced |
| Ritholtz Wealth Management | 2,475 | $808.1K | 0.02% | −52−2.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,479 | $809.4K | 0.03% | +63+2.6% | Added |
| Parallel Advisors, LLC | 2,479 | $809.4K | 0.02% | +54+2.2% | Added |
| MONECO Advisors, LLC | 2,480 | $809.9K | 0.09% | +113+4.8% | Added |
| Northwestern Mutual Wealth Management Co | 2,516 | $821.4K | 0.00% | +389+18.3% | Added |
| Ieq Capital, LLC | 2,521 | $823.3K | 0.01% | +329+15.0% | Added |
| Belpointe Asset Management LLC | 3,691 | $828.1K | 0.05% | +3,691 | New |
| Thrivent Financial for Lutherans | 2,675 | $843.0K | 0.00% | −33−1.2% | Reduced |
| Wealthfront Advisers LLC | 2,648 | $864.6K | 0.00% | +56+2.2% | Added |
| Moran Wealth Management, LLC | 2,722 | $888.8K | 0.03% | −85−3.0% | Reduced |
| Schechter Investment Advisors, LLC | 2,761 | $901.5K | 0.07% | +1,655+149.6% | Added |
| Proequities, Inc. | 2,555 | $911.6K | 0.05% | −8−0.3% | Reduced |
| MAI Capital Management | 2,827 | $922.9K | 0.01% | +151+5.6% | Added |
| Vestcor Inc | 2,838 | $927.0K | 0.03% | +1,262+80.1% | Added |
| Gateway Investment Advisers LLC | 2,871 | $937.4K | 0.01% | −1,019−26.2% | Reduced |
| Impact Capital Partners LLC | 2,883 | $941.3K | 0.33% | +2,883 | New |
| Mutual of America Capital Management LLC | 2,926 | $955.4K | 0.01% | −1,462−33.3% | Reduced |
| Mercer Global Advisors Inc | 2,934 | $957.9K | 0.00% | −384−11.6% | Reduced |
| AE Wealth Management LLC | 3,027 | $988.4K | 0.01% | +1,705+129.0% | Added |
| IHT Wealth Management, LLC | 3,061 | $999.4K | 0.03% | −350−10.3% | Reduced |
| SkyView Investment Advisors, LLC | 3,068 | $1.00M | 0.16% | −1,767−36.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,103 | $1.01M | 0.01% | −58−1.8% | Reduced |
| Generali Asset Management SPA SGR | 3,159 | $1.03M | 0.03% | +3,159 | New |
| Old National Bancorp | 3,206 | $1.05M | 0.02% | +176+5.8% | Added |
| Garrett Wealth Advisory Group, LLC | 3,219 | $1.05M | 0.24% | 00.0% | Unchanged |
| Schroder Investment Management Group | 3,237 | $1.06M | 0.00% | −843−20.7% | Reduced |
| CIBC Asset Management Inc | 3,301 | $1.08M | 0.00% | +552+20.1% | Added |
| Shelton Wealth Management, LLC | 3,322 | $1.08M | 0.60% | +3,322 | New |
| Yarbrough Capital, LLC | 3,361 | $1.10M | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Corp | 3,383 | $1.10M | 0.01% | −970−22.3% | Reduced |
| Independent Advisor Alliance | 3,463 | $1.13M | 0.01% | −1,239−26.4% | Reduced |
| Aureus Asset Management, LLC | 3,505 | $1.14M | 0.07% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,518 | $1.15M | 0.01% | −1,563−30.8% | Reduced |
| Vident Advisory, LLC | 3,526 | $1.15M | 0.02% | +1,294+58.0% | Added |
| Fieldview Capital Management, LLC | 3,532 | $1.15M | 0.18% | +3,532 | New |
| Mackenzie Financial Corp | 3,639 | $1.19M | 0.00% | −50−1.4% | Reduced |
| Crossmark Global Holdings, Inc. | 3,648 | $1.19M | 0.02% | −4,555−55.5% | Reduced |
| Toroso Investments, LLC | 3,656 | $1.19M | 0.01% | −4,006−52.3% | Reduced |
| Chiron Investment Management, LLC | 3,687 | $1.20M | 0.40% | +3,687 | New |
| Mount Yale Investment Advisors, LLC | 3,693 | $1.21M | 0.10% | +972+35.7% | Added |
| Scientech Research LLC | 3,698 | $1.21M | 0.34% | +3,698 | New |
| Prossimo Advisors, LLC | 3,785 | $1.24M | 0.89% | +1,550+69.4% | Added |
| Integrated Wealth Concepts LLC | 3,792 | $1.24M | 0.01% | −315−7.7% | Reduced |
| Park Avenue Securities LLC | 3,849 | $1.26M | 0.01% | +210+5.8% | Added |
| CAPROCK Group, Inc. | 3,879 | $1.27M | 0.04% | +1,093+39.2% | Added |
| Sumitomo Life Insurance Co | 3,882 | $1.27M | 0.02% | −150−3.7% | Reduced |
| Colony Group, LLC | 3,887 | $1.27M | 0.00% | +473+13.9% | Added |
| Maryland State Retirement & Pension System | 3,974 | $1.30M | 0.03% | −279−6.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,126 | $1.35M | 0.00% | +4,126 | New |
| LVW Advisors, LLC | 4,171 | $1.36M | 0.17% | +83+2.0% | Added |
| Ostrum Asset Management | 4,188 | $1.37M | 0.12% | −3,419−44.9% | Reduced |
| Creative Planning | 4,237 | $1.38M | 0.00% | +480+12.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,343 | $1.42M | 0.00% | −1,316−23.3% | Reduced |
| Brinker Capital Investments, LLC | 4,441 | $1.45M | 0.01% | +757+20.5% | Added |
| Orion Portfolio Solutions, LLC | 4,441 | $1.45M | 0.01% | +757+20.5% | Added |
| Retireful, LLC | 4,460 | $1.46M | 0.82% | +4,460 | New |
| Avanza Fonder AB | 4,473 | $1.46M | 0.04% | +4,473 | New |
| MetLife Investment Management | 4,589 | $1.50M | 0.01% | −104−2.2% | Reduced |
| Crawford Investment Counsel Inc | 4,611 | $1.51M | 0.03% | +123+2.7% | Added |
| M&T Bank Corp | 4,708 | $1.54M | 0.01% | +281+6.3% | Added |
| Fulton Bank, N.A. | 4,847 | $1.58M | 0.06% | +641+15.2% | Added |
| Bleakley Financial Group, LLC | 4,857 | $1.59M | 0.05% | −30−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 4,897 | $1.60M | 0.00% | +909+22.8% | Added |
| Ethic Inc. | 4,920 | $1.61M | 0.03% | −237−4.6% | Reduced |