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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 51,972 | $17.0M | 0.03% | −16,928−24.6% | Reduced |
| Barclays PLC | 52,485 | $17.1M | 0.01% | −63,282−54.7% | Reduced |
| Teca Partners, LP | 52,875 | $17.3M | 11.00% | +37,814+251.1% | Added |
| Natixis Advisors, L.P. | 55,367 | $18.1M | 0.03% | +1,553+2.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54,631 | $18.2M | 0.02% | +4,869+9.8% | Added |
| Picton Mahoney Asset Management | 57,268 | $18.7M | 0.71% | +56,668+9,444.7% | Added |
| Tudor Investment Corp Et Al | 57,432 | $18.8M | 0.20% | +33,194+137.0% | Added |
| Mawer Investment Management Ltd. | 58,010 | $18.9M | 0.09% | +14,994+34.9% | Added |
| Foster Victor Wealth Advisors, LLC | 54,459 | $19.0M | 1.46% | −15,272−21.9% | Reduced |
| Bank of Montreal | 59,910 | $19.6M | 0.01% | +19,126+46.9% | Added |
| Kames Capital plc | 60,041 | $19.6M | 0.26% | −2,301−3.7% | Reduced |
| Rivermont Capital Management LP | 60,062 | $19.6M | 7.39% | +60,062 | New |
| Bridgewater Associates, LP | 64,884 | $21.2M | 0.10% | +29,036+81.0% | Added |
| Russell Investments Group, Ltd. | 65,730 | $21.5M | 0.03% | −29,507−31.0% | Reduced |
| Fort Washington Investment Advisors Inc | 66,065 | $21.6M | 0.13% | −1,401−2.1% | Reduced |
| Principal Financial Group Inc | 66,869 | $21.8M | 0.01% | +41,451+163.1% | Added |
| Trillium Asset Management, LLC | 68,376 | $22.3M | 0.58% | −1,934−2.8% | Reduced |
| Cinctive Capital Management LP | 68,701 | $22.4M | 1.21% | +35,843+109.1% | Added |
| NewEdge Wealth, LLC | 68,791 | $22.5M | 0.39% | −878−1.3% | Reduced |
| Westwood Holdings Group Inc. | 70,276 | $22.9M | 0.18% | +11,844+20.3% | Added |
| State Board of Administration of Florida Retirement System | 73,092 | $23.9M | 0.05% | −2,607−3.4% | Reduced |
| Danske Bank A/S | 73,260 | $23.9M | 0.07% | −4,246−5.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 74,696 | $24.4M | 0.41% | +74,696 | New |
| Castle Hook Partners LP | 76,135 | $24.9M | 0.53% | +76,135 | New |
| Tybourne Capital Management (HK) Ltd | 77,285 | $25.2M | 6.33% | −95,415−55.2% | Reduced |
| Artemis Investment Management LLP | 82,736 | $27.0M | 0.38% | +12,896+18.5% | Added |
| Heron Bay Capital Management | 85,594 | $27.9M | 5.84% | −10,537−11.0% | Reduced |
| Solel Partners LP | 87,000 | $28.4M | 5.56% | +87,000 | New |
| Invesco Ltd. | 100,727 | $32.9M | 0.01% | −27,914−21.7% | Reduced |
| Rhumbline Advisers | 101,446 | $33.1M | 0.03% | −4,367−4.1% | Reduced |
| Buckingham Strategic Partners | 104,529 | $34.1M | 0.58% | −43,940−29.6% | Reduced |
| Family Wealth Partners, LLC | 107,861 | $35.2M | 16.74% | −40,035−27.1% | Reduced |
| Jennison Associates LLC | 108,256 | $35.3M | 0.02% | +13,406+14.1% | Added |
| HSBC Holdings PLC | 111,345 | $36.4M | 0.02% | −46,444−29.4% | Reduced |
| California State Teachers Retirement System | 113,287 | $37.0M | 0.04% | +3,425+3.1% | Added |
| LPL Financial LLC | 115,273 | $37.6M | 0.02% | +9,138+8.6% | Added |
| SEI Investments Co | 115,732 | $37.8M | 0.05% | +28,072+32.0% | Added |
| Alliancebernstein L.P. | 116,703 | $38.1M | 0.01% | −34,903−23.0% | Reduced |
| Bamco Inc | 119,704 | $39.1M | 0.10% | +54,256+82.9% | Added |
| National Pension Service | 119,724 | $39.1M | 0.04% | +2,000+1.7% | Added |
| Comerica Bank | 125,544 | $41.0M | 0.17% | +11,798+10.4% | Added |
| ExodusPoint Capital Management, LP | 135,475 | $44.2M | 0.46% | +70,940+109.9% | Added |
| Man Group plc | 137,568 | $44.9M | 0.14% | −311,358−69.4% | Reduced |
| California Public Employees Retirement System | 140,991 | $46.0M | 0.03% | −4,035−2.8% | Reduced |
| Point72 Asset Management, L.P. | 147,089 | $48.0M | 0.13% | −203,293−58.0% | Reduced |
| Amundi | 145,443 | $48.5M | 0.02% | +90,775+166.0% | Added |
| Wellington Management Group LLP | 150,670 | $49.2M | 0.01% | −76,487−33.7% | Reduced |
| Franklin Resources Inc | 152,319 | $49.7M | 0.01% | −107,600−41.4% | Reduced |
| Moore Capital Management, LP | 160,607 | $52.4M | 0.98% | +160,607 | New |
| Stifel Financial Corp | 165,291 | $54.0M | 0.06% | +42,460+34.6% | Added |
| Royal Bank of Canada | 170,086 | $55.5M | 0.01% | −6,952−3.9% | Reduced |
| Brown Brothers Harriman & Co | 171,766 | $56.1M | 0.39% | +19,787+13.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 173,024 | $56.5M | 0.04% | −2,175−1.2% | Reduced |
| Deutsche Bank AG | 175,061 | $57.2M | 0.02% | −38,910−18.2% | Reduced |
| D. E. Shaw & Co., Inc. | 184,558 | $60.3M | 0.07% | −10,585−5.4% | Reduced |
| Hudson Bay Capital Management LP | 185,935 | $60.7M | 0.37% | +96,988+109.0% | Added |
| UBS Group AG | 186,170 | $60.8M | 0.01% | −86,485−31.7% | Reduced |
| Coronation Fund Managers Ltd. | 187,008 | $61.1M | 3.59% | −30,443−14.0% | Reduced |
| Nuveen Asset Management, LLC | 188,913 | $61.7M | 0.02% | −47,971−20.3% | Reduced |
| Truist Financial Corp | 192,153 | $62.7M | 0.10% | +14,106+7.9% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 195,474 | $63.8M | 0.08% | −16,764−7.9% | Reduced |
| Goldman Sachs Group Inc | 208,037 | $67.9M | 0.01% | −23,933−10.3% | Reduced |
| Captrust Financial Advisors | 215,870 | $70.5M | 0.20% | +18,286+9.3% | Added |
| Standard Life Aberdeen plc | 216,750 | $71.0M | 0.13% | −36,618−14.5% | Reduced |
| Employees Retirement System of Texas | 231,500 | $75.6M | 0.65% | +63,100+37.5% | Added |
| Holocene Advisors, LP | 233,165 | $76.1M | 0.25% | −45,618−16.4% | Reduced |
| Manufacturers Life Insurance Company, The | 247,614 | $80.8M | 0.07% | −311,788−55.7% | Reduced |
| Egerton Capital (UK) LLP | 257,710 | $84.1M | 0.97% | +257,710 | New |
| Price T Rowe Associates Inc | 263,268 | $86.0M | 0.01% | −352,717−57.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 276,341 | $90.2M | 0.97% | −5,338−1.9% | Reduced |
| Macquarie Group Ltd | 286,994 | $93.7M | 0.11% | +33,421+13.2% | Added |
| Citadel Advisors LLC | 300,199 | $98.0M | 0.09% | −119,778−28.5% | Reduced |
| Legal & General Group Plc | 306,918 | $100.2M | 0.03% | −33,608−9.9% | Reduced |
| Palestra Capital Management LLC | 328,286 | $107.2M | 2.94% | +328,286 | New |
| Envestnet Asset Management Inc | 333,924 | $109.0M | 0.03% | +17,254+5.4% | Added |
| Charles Schwab Investment Management Inc | 335,749 | $109.6M | 0.02% | +13,936+4.3% | Added |
| Bank of America Corp | 337,059 | $110.1M | 0.01% | −17,641−5.0% | Reduced |
| Canada Pension Plan Investment Board | 360,578 | $117.7M | 0.11% | −247,187−40.7% | Reduced |
| Ameriprise Financial Inc | 378,261 | $123.5M | 0.03% | +128,932+51.7% | Added |
| Caisse de Depot Et Placement du Quebec | 397,596 | $129.8M | 0.27% | +335,492+540.2% | Added |
| HMI Capital Management, L.P. | 401,243 | $131.0M | 6.58% | −291,300−42.1% | Reduced |
| Junto Capital Management LP | 405,990 | $132.6M | 2.64% | −71,596−15.0% | Reduced |
| Azora Capital LP | 416,185 | $135.9M | 6.10% | −227,359−35.3% | Reduced |
| Alyeska Investment Group, L.P. | 416,613 | $136.0M | 0.51% | +416,613 | New |
| Artisan Partners Limited Partnership | 417,873 | $136.4M | 0.21% | +417,873 | New |
| Agf Management Ltd | 435,056 | $142.1M | 0.71% | −12,454−2.8% | Reduced |
| Bank of New York Mellon Corp | 452,684 | $147.8M | 0.03% | −27,231−5.7% | Reduced |
| First Pacific Advisors, LP | 458,289 | $149.6M | 2.14% | −730.0% | Reduced |
| Dodge & Cox | 470,109 | $153.5M | 0.09% | +454,553+2,922.0% | Added |
| Balyasny Asset Management LLC | 471,488 | $153.9M | 0.36% | +471,488 | New |
| Fairview Capital Investment Management, LLC | 478,002 | $156.1M | 8.09% | −7,944−1.6% | Reduced |
| American Century Companies Inc | 489,580 | $159.9M | 0.09% | +15,554+3.3% | Added |
| Northern Trust Corp | 491,145 | $160.4M | 0.02% | +61,551+14.3% | Added |
| Marshall Wace, LLP | 504,176 | $164.6M | 0.21% | −359,078−41.6% | Reduced |
| Wells Fargo & Company | 504,588 | $164.8M | 0.04% | +6,365+1.3% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 532,404 | $173.8M | 1.53% | +12,000+2.3% | Added |
| Eminence Capital, LP | 558,647 | $182.4M | 2.79% | −519,462−48.2% | Reduced |
| UBS Asset Management Americas Inc | 581,645 | $189.9M | 0.04% | −33,592−5.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 587,721 | $191.9M | 3.46% | +90,646+18.2% | Added |
| Southpoint Capital Advisors LP | 600,000 | $195.9M | 4.60% | −150,000−20.0% | Reduced |