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 |
|---|---|---|---|---|---|
| Tybourne Capital Management (HK) Ltd | 77,285 | $25.2M | 6.33% | −95,415−55.2% | Reduced |
| Castle Hook Partners LP | 76,135 | $24.9M | 0.53% | +76,135 | New |
| Susquehanna Fundamental Investments, LLC | 74,696 | $24.4M | 0.41% | +74,696 | New |
| Danske Bank A/S | 73,260 | $23.9M | 0.07% | −4,246−5.5% | Reduced |
| State Board of Administration of Florida Retirement System | 73,092 | $23.9M | 0.05% | −2,607−3.4% | Reduced |
| Westwood Holdings Group Inc. | 70,276 | $22.9M | 0.18% | +11,844+20.3% | Added |
| NewEdge Wealth, LLC | 68,791 | $22.5M | 0.39% | −878−1.3% | Reduced |
| Cinctive Capital Management LP | 68,701 | $22.4M | 1.21% | +35,843+109.1% | Added |
| Trillium Asset Management, LLC | 68,376 | $22.3M | 0.58% | −1,934−2.8% | Reduced |
| Principal Financial Group Inc | 66,869 | $21.8M | 0.01% | +41,451+163.1% | Added |
| Fort Washington Investment Advisors Inc | 66,065 | $21.6M | 0.13% | −1,401−2.1% | Reduced |
| Russell Investments Group, Ltd. | 65,730 | $21.5M | 0.03% | −29,507−31.0% | Reduced |
| Bridgewater Associates, LP | 64,884 | $21.2M | 0.10% | +29,036+81.0% | Added |
| Rivermont Capital Management LP | 60,062 | $19.6M | 7.39% | +60,062 | New |
| Kames Capital plc | 60,041 | $19.6M | 0.26% | −2,301−3.7% | Reduced |
| Bank of Montreal | 59,910 | $19.6M | 0.01% | +19,126+46.9% | Added |
| Foster Victor Wealth Advisors, LLC | 54,459 | $19.0M | 1.46% | −15,272−21.9% | Reduced |
| Mawer Investment Management Ltd. | 58,010 | $18.9M | 0.09% | +14,994+34.9% | Added |
| Tudor Investment Corp Et Al | 57,432 | $18.8M | 0.20% | +33,194+137.0% | Added |
| Picton Mahoney Asset Management | 57,268 | $18.7M | 0.71% | +56,668+9,444.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54,631 | $18.2M | 0.02% | +4,869+9.8% | Added |
| Natixis Advisors, L.P. | 55,367 | $18.1M | 0.03% | +1,553+2.9% | Added |
| Teca Partners, LP | 52,875 | $17.3M | 11.00% | +37,814+251.1% | Added |
| Barclays PLC | 52,485 | $17.1M | 0.01% | −63,282−54.7% | Reduced |
| Susquehanna International Group, LLP | 51,972 | $17.0M | 0.03% | −16,928−24.6% | Reduced |
| Royal London Asset Management Ltd | 51,068 | $16.7M | 0.04% | −474−0.9% | Reduced |
| Thornburg Investment Management Inc | 50,649 | $16.5M | 0.22% | +30.0% | Added |
| Treasurer of the State of North Carolina | 50,254 | $16.4M | 0.06% | −700−1.4% | Reduced |
| Qube Research & Technologies Ltd | 48,992 | $16.0M | 0.03% | −199,671−80.3% | Reduced |
| Winmill & Co. Inc | 48,860 | $16.0M | 5.16% | 00.0% | Unchanged |
| Korea Investment CORP | 48,651 | $15.9M | 0.04% | −15,195−23.8% | Reduced |
| Pictet Asset Management Holding SA | 47,970 | $15.7M | 0.02% | +7,042+17.2% | Added |
| Ensign Peak Advisors, Inc | 47,764 | $15.6M | 0.03% | −9,320−16.3% | Reduced |
| Great West Life Assurance Co | 46,808 | $15.3M | 0.03% | −773−1.6% | Reduced |
| Aviva PLC | 45,146 | $14.7M | 0.04% | −35,721−44.2% | Reduced |
| 2Xideas AG | 45,071 | $14.7M | 1.97% | +17,563+63.8% | Added |
| Tokio Marine Asset Management Co Ltd | 44,084 | $14.4M | 0.51% | +41,866+1,887.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 43,387 | $14.2M | 0.03% | −11,190−20.5% | Reduced |
| Jane Street Group, LLC | 43,341 | $14.2M | 0.02% | +36,155+503.1% | Added |
| AQR Capital Management LLC | 43,082 | $14.1M | 0.02% | −21,802−33.6% | Reduced |
| Lighthouse Investment Partners, LLC | 42,987 | $14.0M | 0.54% | +42,987 | New |
| APG Asset Management N.V. | 44,500 | $14.0M | 0.04% | +39,500+790.0% | Added |
| State of Wisconsin Investment Board | 42,339 | $13.8M | 0.04% | −2,272−5.1% | Reduced |
| New York State Common Retirement Fund | 42,141 | $13.8M | 0.02% | −2,500−5.6% | Reduced |
| Logan Capital Management Inc | 41,233 | $13.5M | 0.56% | −2,947−6.7% | Reduced |
| Channing Capital Management, LLC | 40,558 | $13.2M | 0.35% | +8,741+27.5% | Added |
| Brandywine Global Investment Management, LLC | 38,568 | $12.6M | 0.09% | −3,550−8.4% | Reduced |
| ArrowMark Colorado Holdings LLC | 38,256 | $12.5M | 0.17% | +5,000+15.0% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 36,615 | $12.0M | 0.19% | +36,615 | New |
| Pathstone Holdings, LLC | 36,610 | $12.0M | 0.05% | +276+0.8% | Added |
| Walleye Capital LLC | 35,659 | $11.6M | 0.11% | +15,747+79.1% | Added |
| Lynwood Price Capital Management LP | 35,500 | $11.6M | 7.99% | +35,500 | New |
| Reinhart Partners, Inc. | 35,404 | $11.6M | 0.44% | −91,353−72.1% | Reduced |
| CI Private Wealth, LLC | 34,972 | $11.4M | 0.02% | +1,180+3.5% | Added |
| Janney Montgomery Scott LLC | 34,398 | $11.2M | 0.03% | −1,841−5.1% | Reduced |
| Victory Capital Management Inc | 34,223 | $11.2M | 0.01% | −85,732−71.5% | Reduced |
| Van Eck Associates Corp | 33,794 | $11.0M | 0.01% | −2,586−7.1% | Reduced |
| Voya Investment Management LLC | 33,122 | $10.8M | 0.01% | −4,565−12.1% | Reduced |
| Interval Partners, LP | 32,024 | $10.5M | 0.27% | −46,722−59.3% | Reduced |
| Asset Management One Co.,Ltd. | 31,360 | $10.4M | 0.04% | +556+1.8% | Added |
| Icon Advisers Inc | 31,483 | $10.3M | 2.32% | −1,100−3.4% | Reduced |
| Assenagon Asset Management S.A. | 31,209 | $10.2M | 0.02% | +1,383+4.6% | Added |
| Point72 Europe (London) LLP | 30,996 | $10.1M | 0.58% | −6,280−16.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 30,000 | $9.80M | 0.02% | +30,000 | New |
| Mn Services Vermogensbeheer B.V. | 29,800 | $9.73M | 0.07% | +700+2.4% | Added |
| Citigroup Inc | 28,933 | $9.45M | 0.01% | −8,356−22.4% | Reduced |
| Iridian Asset Management LLC | 28,902 | $9.44M | 2.51% | −53,932−65.1% | Reduced |
| BNP Paribas Arbitrage, SA | 27,979 | $9.14M | 0.01% | −34,068−54.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,738 | $9.06M | 0.03% | +524+1.9% | Added |
| Diamond Hill Capital Management Inc | 27,408 | $8.95M | 0.04% | +27,408 | New |
| State of New Jersey Common Pension Fund D | 27,328 | $8.92M | 0.04% | −80−0.3% | Reduced |
| Strategic Global Advisors, LLC | 26,655 | $8.70M | 1.59% | +1,054+4.1% | Added |
| Private Advisor Group, LLC | 26,365 | $8.61M | 0.05% | −733−2.7% | Reduced |
| Public Employees Retirement System of Ohio | 26,278 | $8.58M | 0.03% | −1,481−5.3% | Reduced |
| KLP Kapitalforvaltning AS | 26,100 | $8.52M | 0.04% | +26,100 | New |
| Poplar Forest Capital LLC | 26,011 | $8.49M | 1.56% | −7,300−21.9% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 24,045 | $7.85M | 0.04% | +24,045 | New |
| Whittier Trust Co | 23,837 | $7.78M | 0.10% | +1,053+4.6% | Added |
| Brant Point Investment Management LLC | 23,316 | $7.61M | 1.81% | −1,650−6.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 22,494 | $7.36M | 0.04% | −987−4.2% | Reduced |
| Swedbank AB | 22,487 | $7.34M | 0.01% | +6,058+36.9% | Added |
| Teacher Retirement System of Texas | 22,370 | $7.30M | 0.03% | −25,132−52.9% | Reduced |
| Arizona State Retirement System | 21,690 | $7.08M | 0.04% | +286+1.3% | Added |
| Pinebridge Investments, L.P. | 21,451 | $7.00M | 0.05% | +21,451 | New |
| Blair William & Co | 21,356 | $6.97M | 0.02% | −1,766−7.6% | Reduced |
| Nomura Asset Management Co Ltd | 21,328 | $6.96M | 0.02% | −154−0.7% | Reduced |
| Bullseye Asset Management LLC | 21,248 | $6.94M | 3.26% | −279−1.3% | Reduced |
| Winthrop Advisory Group LLC | 20,954 | $6.84M | 0.82% | +151+0.7% | Added |
| Vestmark Advisory Solutions, Inc. | 20,925 | $6.83M | 0.24% | +577+2.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 20,892 | $6.82M | 0.01% | +20,892 | New |
| HRT Financial LP | 20,801 | $6.79M | 0.04% | +20,801 | New |
| KWB Wealth | 28,294 | $6.58M | 0.82% | −169−0.6% | Reduced |
| Tobam | 20,133 | $6.57M | 2.01% | −21,941−52.1% | Reduced |
| US Bancorp | 20,094 | $6.56M | 0.01% | −193−1.0% | Reduced |
| Kennedy Capital Management, Inc. | 20,030 | $6.54M | 0.15% | +111+0.6% | Added |
| Crestline Management, LP | 19,783 | $6.46M | 0.22% | +3,117+18.7% | Added |
| Capital World Investors | 19,254 | $6.29M | 0.00% | +1,447+8.1% | Added |
| Handelsbanken Fonder AB | 19,181 | $6.26M | 0.02% | −500−2.5% | Reduced |
| Argent Capital Management LLC | 19,147 | $6.25M | 0.18% | +3,682+23.8% | Added |
| Commerce Bank | 18,816 | $6.14M | 0.04% | −1,729−8.4% | Reduced |