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 |
|---|---|---|---|---|---|
| WMS Partners, LLC | 5,005 | $1.63M | 0.09% | +5+0.1% | Added |
| Kestra Advisory Services, LLC | 5,070 | $1.66M | 0.01% | −944−15.7% | Reduced |
| Future Fund LLC | 5,190 | $1.69M | 4.84% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 5,275 | $1.72M | 0.18% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,293 | $1.73M | 0.06% | +1,715+47.9% | Added |
| Gabelli Funds LLC | 5,293 | $1.73M | 0.01% | +1,793+51.2% | Added |
| Versor Investments LP | 5,614 | $1.83M | 0.32% | +5,614 | New |
| Stenger Family Office, LLC | 5,625 | $1.84M | 0.62% | +5,625 | New |
| Kovitz Investment Group Partners, LLC | 5,628 | $1.84M | 0.01% | −21−0.4% | Reduced |
| Amalgamated Bank | 5,662 | $1.85M | 0.02% | +69+1.2% | Added |
| TrinityPoint Wealth, LLC | 5,689 | $1.86M | 0.26% | +84+1.5% | Added |
| Yorktown Management & Research Co Inc | 5,690 | $1.86M | 1.79% | 00.0% | Unchanged |
| Prudential PLC | 5,757 | $1.88M | 0.01% | +3,010+109.6% | Added |
| Credit Agricole S A | 5,851 | $1.91M | 0.01% | +701+13.6% | Added |
| Verition Fund Management LLC | 5,890 | $1.92M | 0.01% | +2,910+97.7% | Added |
| Commonwealth Equity Services, LLC | 5,894 | $1.92M | 0.00% | −64−1.1% | Reduced |
| Tredje AP-fonden | 5,945 | $1.94M | 0.02% | −5,944−50.0% | Reduced |
| Oliver Luxxe Assets LLC | 8,373 | $1.95M | 0.35% | 00.0% | Unchanged |
| Pitcairn Co | 5,987 | $1.95M | 0.12% | −257−4.1% | Reduced |
| Gulf International Bank (UK) Ltd | 6,071 | $1.98M | 0.05% | −51−0.8% | Reduced |
| Dana Investment Advisors, Inc. | 6,149 | $2.01M | 0.07% | +625+11.3% | Added |
| Dynasty Wealth Management, LLC | 6,165 | $2.01M | 0.03% | +2,283+58.8% | Added |
| Diversified Trust Co | 6,237 | $2.04M | 0.05% | +25+0.4% | Added |
| Candriam Luxembourg S.C.A. | 6,339 | $2.07M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 6,390 | $2.09M | 0.00% | +149+2.4% | Added |
| Nordea Investment Management AB | 6,416 | $2.09M | 0.00% | +285+4.6% | Added |
| Donoghue Forlines LLC | 6,463 | $2.11M | 0.71% | +6,463 | New |
| Sterling Group Wealth Management, LLC | 6,565 | $2.14M | 1.11% | −64−1.0% | Reduced |
| Walleye Trading LLC | 6,731 | $2.20M | 0.04% | −284−4.0% | Reduced |
| JustInvest LLC | 6,774 | $2.21M | 0.03% | +547+8.8% | Added |
| Intech Investment Management LLC | 6,813 | $2.22M | 0.02% | −85,186−92.6% | Reduced |
| King Luther Capital Management Corp | 6,843 | $2.23M | 0.01% | +65+1.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,884 | $2.25M | 0.10% | −14,690−68.1% | Reduced |
| Voleon Capital Management LP | 6,960 | $2.27M | 0.17% | +6,960 | New |
| Advisor Group Holdings, Inc. | 7,008 | $2.29M | 0.01% | −2,072−22.8% | Reduced |
| James Investment Research Inc | 7,181 | $2.34M | 0.28% | −94−1.3% | Reduced |
| Gradient Investments LLC | 7,259 | $2.37M | 0.05% | −441−5.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,377 | $2.41M | 0.21% | −1,257−14.6% | Reduced |
| Integrated Investment Consultants, LLC | 7,465 | $2.44M | 0.50% | +262+3.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,465 | $2.44M | 0.00% | −266−3.4% | Reduced |
| Public Employees Retirement Association of Colorado | 7,468 | $2.44M | 0.01% | −235−3.1% | Reduced |
| Garrett Investment Advisors LLC | 7,528 | $2.46M | 0.24% | −444−5.6% | Reduced |
| Swiss Life Asset Management Ltd | 7,552 | $2.46M | 0.02% | +5,553+277.8% | Added |
| Lazard Asset Management LLC | 7,582 | $2.48M | 0.00% | −5,326−41.3% | Reduced |
| Omers Administration Corp | 7,640 | $2.49M | 0.02% | −2,477−24.5% | Reduced |
| HM Payson & Co | 7,812 | $2.55M | 0.04% | −689−8.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 7,929 | $2.59M | 0.00% | +512+6.9% | Added |
| CIBC Private Wealth Group, LLC | 8,025 | $2.68M | 0.00% | −4,977−38.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 8,233 | $2.69M | 0.01% | +316+4.0% | Added |
| F/M Investments LLC | 8,268 | $2.70M | 0.10% | −670−7.5% | Reduced |
| Bridgeway Capital Management, LLC | 8,310 | $2.71M | 0.06% | −3,010−26.6% | Reduced |
| Caldwell Trust Co | 8,412 | $2.75M | 0.29% | −125−1.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,247 | $2.75M | 0.03% | +2,136+35.0% | Added |
| Baird Financial Group, Inc. | 8,438 | $2.76M | 0.01% | +693+8.9% | Added |
| Engineers Gate Manager LP | 8,553 | $2.79M | 0.05% | −11,741−57.9% | Reduced |
| Flynn Zito Capital Management, LLC | 8,634 | $2.82M | 1.31% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 8,718 | $2.86M | 0.01% | 00.0% | Unchanged |
| Laurion Capital Management LP | 8,887 | $2.90M | 0.18% | 00.0% | Unchanged |
| FJ Capital Management LLC | 8,946 | $2.92M | 0.34% | +8,946 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9,125 | $2.98M | 0.09% | −6,676−42.3% | Reduced |
| Nissay Asset Management Corp | 9,169 | $3.04M | 0.02% | −15−0.2% | Reduced |
| Beacon Investment Advisors LLC | 9,334 | $3.05M | 1.43% | +30.0% | Added |
| Greenleaf Trust | 9,345 | $3.05M | 0.03% | +22+0.2% | Added |
| Cerity Partners LLC | 11,848 | $3.13M | 0.01% | +802+7.3% | Added |
| Anchor Investment Management, LLC | 9,697 | $3.17M | 0.30% | +28+0.3% | Added |
| Toronto Dominion Bank | 9,774 | $3.19M | 0.01% | −36,858−79.0% | Reduced |
| First Trust Advisors LP | 10,023 | $3.27M | 0.00% | −981,006−99.0% | Reduced |
| Retirement Capital Strategies | 10,041 | $3.28M | 1.24% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 10,000 | $3.28M | 0.77% | −23,015−69.7% | Reduced |
| Hennessy Advisors Inc | 10,700 | $3.49M | 0.10% | −700−6.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 10,821 | $3.53M | 0.03% | +10,821 | New |
| PEAK6 LLC | 11,129 | $3.63M | 0.14% | +11,129 | New |
| United Asset Strategies, Inc. | 11,211 | $3.66M | 0.34% | −25−0.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,520 | $3.76M | 0.01% | −48,926−80.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,802 | $3.85M | 0.01% | −607−4.9% | Reduced |
| Two Sigma Investments, LP | 11,930 | $3.90M | 0.01% | −12,906−52.0% | Reduced |
| Cobalt Capital Management, Inc. | 12,000 | $3.92M | 1.63% | −28,000−70.0% | Reduced |
| TT International Asset Management LTD | 12,043 | $3.93M | 0.57% | +777+6.9% | Added |
| Empowered Funds, LLC | 12,115 | $3.96M | 0.06% | −2,170−15.2% | Reduced |
| Utah Retirement Systems | 12,317 | $4.02M | 0.04% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 12,351 | $4.03M | 0.12% | −3,255−20.9% | Reduced |
| Headlands Technologies LLC | 12,369 | $4.04M | 0.41% | −16,757−57.5% | Reduced |
| Cornerstone Wealth Management, LLC | 12,450 | $4.07M | 0.27% | −253−2.0% | Reduced |
| CIBC World Markets Inc. | 12,582 | $4.11M | 0.01% | −12−0.1% | Reduced |
| TD Private Client Wealth LLC | 12,592 | $4.11M | 0.11% | +513+4.2% | Added |
| Mariner, LLC | 12,611 | $4.12M | 0.01% | +39+0.3% | Added |
| Silvant Capital Management LLC | 12,746 | $4.16M | 0.17% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 12,858 | $4.20M | 0.02% | −2,983−18.8% | Reduced |
| DnB Asset Management AS | 12,944 | $4.23M | 0.02% | +310+2.5% | Added |
| Whittier Trust Co of Nevada Inc | 12,965 | $4.23M | 0.10% | +633+5.1% | Added |
| Sterling Capital Management LLC | 13,003 | $4.25M | 0.06% | +491+3.9% | Added |
| Arrowstreet Capital, Limited Partnership | 13,202 | $4.31M | 0.00% | −12,887−49.4% | Reduced |
| KBC Group NV | 13,226 | $4.32M | 0.01% | +2,996+29.3% | Added |
| Federated Hermes, Inc. | 13,587 | $4.44M | 0.01% | +20.0% | Added |
| Shepherd Financial Partners LLC | 13,755 | $4.49M | 0.54% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 14,147 | $4.62M | 0.06% | −1,092−7.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,182 | $4.63M | 0.04% | +1,356+10.6% | Added |
| British Columbia Investment Management Corp | 14,315 | $4.67M | 0.03% | +1,849+14.8% | Added |
| Xponance, Inc. | 14,429 | $4.71M | 0.04% | +1,363+10.4% | Added |
| Cetera Investment Advisers | 14,653 | $4.78M | 0.01% | +201+1.4% | Added |