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 |
|---|---|---|---|---|---|
| IFM Investors Pty Ltd | 14,695 | $4.80M | 0.05% | −1,181−7.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,796 | $4.83M | 0.05% | −1,881−11.3% | Reduced |
| Mediolanum International Funds Ltd | 14,859 | $4.85M | 0.06% | −13,689−48.0% | Reduced |
| Umb Bank N A | 14,848 | $4.85M | 0.08% | +14,699+9,865.1% | Added |
| Quantinno Capital Management LP | 15,139 | $4.94M | 0.05% | +745+5.2% | Added |
| HighTower Advisors, LLC | 15,200 | $4.96M | 0.01% | +2,417+18.9% | Added |
| Pinnbrook Capital Management LP | 15,285 | $4.99M | 1.75% | +15,285 | New |
| Skandinaviska Enskilda Banken AB (publ) | 15,424 | $5.04M | 0.02% | +300+2.0% | Added |
| Northwest Financial Advisors | 15,492 | $5.06M | 4.18% | +14+0.1% | Added |
| Forsta Ap-Fonden | 15,500 | $5.06M | 0.04% | −100−0.6% | Reduced |
| TownSquare Capital, LLC | 15,532 | $5.07M | 0.06% | +4,968+47.0% | Added |
| Atria Investments LLC | 15,794 | $5.16M | 0.06% | +336+2.2% | Added |
| Primecap Management Co | 16,000 | $5.22M | 0.00% | −24,900−60.9% | Reduced |
| Twinbeech Capital LP | 16,217 | $5.30M | 0.09% | +3,365+26.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 16,500 | $5.39M | 0.05% | −4,200−20.3% | Reduced |
| MML Investors Services, LLC | 16,916 | $5.52M | 0.02% | +1,727+11.4% | Added |
| Jefferies Financial Group Inc. | 17,400 | $5.68M | 0.06% | +10,266+143.9% | Added |
| Illinois Municipal Retirement Fund | 17,742 | $5.79M | 0.08% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 17,907 | $5.85M | 0.14% | −11,894−39.9% | Reduced |
| Eagle Rock Investment Company, LLC | 18,034 | $5.89M | 0.98% | −17−0.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,104 | $5.91M | 0.04% | −8,390−31.7% | Reduced |
| Allianz Asset Management GmbH | 18,406 | $6.01M | 0.01% | −10,927−37.3% | Reduced |
| Sanctuary Advisors, LLC | 16,632 | $6.02M | 0.04% | +233+1.4% | Added |
| Storebrand Asset Management AS | 18,551 | $6.06M | 0.02% | −25−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 18,733 | $6.12M | 0.06% | +9,840+110.6% | Added |
| Commerce Bank | 18,816 | $6.14M | 0.04% | −1,729−8.4% | Reduced |
| Argent Capital Management LLC | 19,147 | $6.25M | 0.18% | +3,682+23.8% | Added |
| Handelsbanken Fonder AB | 19,181 | $6.26M | 0.02% | −500−2.5% | Reduced |
| Capital World Investors | 19,254 | $6.29M | 0.00% | +1,447+8.1% | Added |
| Crestline Management, LP | 19,783 | $6.46M | 0.22% | +3,117+18.7% | Added |
| Kennedy Capital Management, Inc. | 20,030 | $6.54M | 0.15% | +111+0.6% | Added |
| US Bancorp | 20,094 | $6.56M | 0.01% | −193−1.0% | Reduced |
| Tobam | 20,133 | $6.57M | 2.01% | −21,941−52.1% | Reduced |
| KWB Wealth | 28,294 | $6.58M | 0.82% | −169−0.6% | Reduced |
| HRT Financial LP | 20,801 | $6.79M | 0.04% | +20,801 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 20,892 | $6.82M | 0.01% | +20,892 | New |
| Vestmark Advisory Solutions, Inc. | 20,925 | $6.83M | 0.24% | +577+2.8% | Added |
| Winthrop Advisory Group LLC | 20,954 | $6.84M | 0.82% | +151+0.7% | Added |
| Bullseye Asset Management LLC | 21,248 | $6.94M | 3.26% | −279−1.3% | Reduced |
| Nomura Asset Management Co Ltd | 21,328 | $6.96M | 0.02% | −154−0.7% | Reduced |
| Blair William & Co | 21,356 | $6.97M | 0.02% | −1,766−7.6% | Reduced |
| Pinebridge Investments, L.P. | 21,451 | $7.00M | 0.05% | +21,451 | New |
| Arizona State Retirement System | 21,690 | $7.08M | 0.04% | +286+1.3% | Added |
| Teacher Retirement System of Texas | 22,370 | $7.30M | 0.03% | −25,132−52.9% | Reduced |
| Swedbank AB | 22,487 | $7.34M | 0.01% | +6,058+36.9% | Added |
| Resona Asset Management Co.,Ltd. | 22,494 | $7.36M | 0.04% | −987−4.2% | Reduced |
| Brant Point Investment Management LLC | 23,316 | $7.61M | 1.81% | −1,650−6.6% | Reduced |
| Whittier Trust Co | 23,837 | $7.78M | 0.10% | +1,053+4.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 24,045 | $7.85M | 0.04% | +24,045 | New |
| Poplar Forest Capital LLC | 26,011 | $8.49M | 1.56% | −7,300−21.9% | Reduced |
| KLP Kapitalforvaltning AS | 26,100 | $8.52M | 0.04% | +26,100 | New |
| Public Employees Retirement System of Ohio | 26,278 | $8.58M | 0.03% | −1,481−5.3% | Reduced |
| Private Advisor Group, LLC | 26,365 | $8.61M | 0.05% | −733−2.7% | Reduced |
| Strategic Global Advisors, LLC | 26,655 | $8.70M | 1.59% | +1,054+4.1% | Added |
| State of New Jersey Common Pension Fund D | 27,328 | $8.92M | 0.04% | −80−0.3% | Reduced |
| Diamond Hill Capital Management Inc | 27,408 | $8.95M | 0.04% | +27,408 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,738 | $9.06M | 0.03% | +524+1.9% | Added |
| BNP Paribas Arbitrage, SA | 27,979 | $9.14M | 0.01% | −34,068−54.9% | Reduced |
| Iridian Asset Management LLC | 28,902 | $9.44M | 2.51% | −53,932−65.1% | Reduced |
| Citigroup Inc | 28,933 | $9.45M | 0.01% | −8,356−22.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 29,800 | $9.73M | 0.07% | +700+2.4% | Added |
| Adage Capital Partners GP, L.L.C. | 30,000 | $9.80M | 0.02% | +30,000 | New |
| Point72 Europe (London) LLP | 30,996 | $10.1M | 0.58% | −6,280−16.8% | Reduced |
| Assenagon Asset Management S.A. | 31,209 | $10.2M | 0.02% | +1,383+4.6% | Added |
| Icon Advisers Inc | 31,483 | $10.3M | 2.32% | −1,100−3.4% | Reduced |
| Asset Management One Co.,Ltd. | 31,360 | $10.4M | 0.04% | +556+1.8% | Added |
| Interval Partners, LP | 32,024 | $10.5M | 0.27% | −46,722−59.3% | Reduced |
| Voya Investment Management LLC | 33,122 | $10.8M | 0.01% | −4,565−12.1% | Reduced |
| Van Eck Associates Corp | 33,794 | $11.0M | 0.01% | −2,586−7.1% | Reduced |
| Victory Capital Management Inc | 34,223 | $11.2M | 0.01% | −85,732−71.5% | Reduced |
| Janney Montgomery Scott LLC | 34,398 | $11.2M | 0.03% | −1,841−5.1% | Reduced |
| CI Private Wealth, LLC | 34,972 | $11.4M | 0.02% | +1,180+3.5% | Added |
| Reinhart Partners, Inc. | 35,404 | $11.6M | 0.44% | −91,353−72.1% | Reduced |
| Lynwood Price Capital Management LP | 35,500 | $11.6M | 7.99% | +35,500 | New |
| Walleye Capital LLC | 35,659 | $11.6M | 0.11% | +15,747+79.1% | Added |
| Pathstone Holdings, LLC | 36,610 | $12.0M | 0.05% | +276+0.8% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 36,615 | $12.0M | 0.19% | +36,615 | New |
| ArrowMark Colorado Holdings LLC | 38,256 | $12.5M | 0.17% | +5,000+15.0% | Added |
| Brandywine Global Investment Management, LLC | 38,568 | $12.6M | 0.09% | −3,550−8.4% | Reduced |
| Channing Capital Management, LLC | 40,558 | $13.2M | 0.35% | +8,741+27.5% | Added |
| Logan Capital Management Inc | 41,233 | $13.5M | 0.56% | −2,947−6.7% | Reduced |
| New York State Common Retirement Fund | 42,141 | $13.8M | 0.02% | −2,500−5.6% | Reduced |
| State of Wisconsin Investment Board | 42,339 | $13.8M | 0.04% | −2,272−5.1% | Reduced |
| APG Asset Management N.V. | 44,500 | $14.0M | 0.04% | +39,500+790.0% | Added |
| Lighthouse Investment Partners, LLC | 42,987 | $14.0M | 0.54% | +42,987 | New |
| AQR Capital Management LLC | 43,082 | $14.1M | 0.02% | −21,802−33.6% | Reduced |
| Jane Street Group, LLC | 43,341 | $14.2M | 0.02% | +36,155+503.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 43,387 | $14.2M | 0.03% | −11,190−20.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 44,084 | $14.4M | 0.51% | +41,866+1,887.6% | Added |
| 2Xideas AG | 45,071 | $14.7M | 1.97% | +17,563+63.8% | Added |
| Aviva PLC | 45,146 | $14.7M | 0.04% | −35,721−44.2% | Reduced |
| Great West Life Assurance Co | 46,808 | $15.3M | 0.03% | −773−1.6% | Reduced |
| Ensign Peak Advisors, Inc | 47,764 | $15.6M | 0.03% | −9,320−16.3% | Reduced |
| Pictet Asset Management Holding SA | 47,970 | $15.7M | 0.02% | +7,042+17.2% | Added |
| Korea Investment CORP | 48,651 | $15.9M | 0.04% | −15,195−23.8% | Reduced |
| Winmill & Co. Inc | 48,860 | $16.0M | 5.16% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 48,992 | $16.0M | 0.03% | −199,671−80.3% | Reduced |
| Treasurer of the State of North Carolina | 50,254 | $16.4M | 0.06% | −700−1.4% | Reduced |
| Thornburg Investment Management Inc | 50,649 | $16.5M | 0.22% | +30.0% | Added |
| Royal London Asset Management Ltd | 51,068 | $16.7M | 0.04% | −474−0.9% | Reduced |