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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 18,733 | $6.12M | 0.06% | +9,840+110.6% | Added |
| Storebrand Asset Management AS | 18,551 | $6.06M | 0.02% | −25−0.1% | Reduced |
| Sanctuary Advisors, LLC | 16,632 | $6.02M | 0.04% | +233+1.4% | Added |
| Allianz Asset Management GmbH | 18,406 | $6.01M | 0.01% | −10,927−37.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,104 | $5.91M | 0.04% | −8,390−31.7% | Reduced |
| Eagle Rock Investment Company, LLC | 18,034 | $5.89M | 0.98% | −17−0.1% | Reduced |
| Brevan Howard Capital Management LP | 17,907 | $5.85M | 0.14% | −11,894−39.9% | Reduced |
| Illinois Municipal Retirement Fund | 17,742 | $5.79M | 0.08% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 17,400 | $5.68M | 0.06% | +10,266+143.9% | Added |
| MML Investors Services, LLC | 16,916 | $5.52M | 0.02% | +1,727+11.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 16,500 | $5.39M | 0.05% | −4,200−20.3% | Reduced |
| Twinbeech Capital LP | 16,217 | $5.30M | 0.09% | +3,365+26.2% | Added |
| Primecap Management Co | 16,000 | $5.22M | 0.00% | −24,900−60.9% | Reduced |
| Atria Investments LLC | 15,794 | $5.16M | 0.06% | +336+2.2% | Added |
| TownSquare Capital, LLC | 15,532 | $5.07M | 0.06% | +4,968+47.0% | Added |
| Forsta Ap-Fonden | 15,500 | $5.06M | 0.04% | −100−0.6% | Reduced |
| Northwest Financial Advisors | 15,492 | $5.06M | 4.18% | +14+0.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 15,424 | $5.04M | 0.02% | +300+2.0% | Added |
| Pinnbrook Capital Management LP | 15,285 | $4.99M | 1.75% | +15,285 | New |
| HighTower Advisors, LLC | 15,200 | $4.96M | 0.01% | +2,417+18.9% | Added |
| Quantinno Capital Management LP | 15,139 | $4.94M | 0.05% | +745+5.2% | Added |
| Umb Bank N A | 14,848 | $4.85M | 0.08% | +14,699+9,865.1% | Added |
| Mediolanum International Funds Ltd | 14,859 | $4.85M | 0.06% | −13,689−48.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,796 | $4.83M | 0.05% | −1,881−11.3% | Reduced |
| IFM Investors Pty Ltd | 14,695 | $4.80M | 0.05% | −1,181−7.4% | Reduced |
| Cetera Investment Advisers | 14,653 | $4.78M | 0.01% | +201+1.4% | Added |
| Xponance, Inc. | 14,429 | $4.71M | 0.04% | +1,363+10.4% | Added |
| British Columbia Investment Management Corp | 14,315 | $4.67M | 0.03% | +1,849+14.8% | Added |
| O'Shaughnessy Asset Management, LLC | 14,182 | $4.63M | 0.04% | +1,356+10.6% | Added |
| Oppenheimer Asset Management Inc. | 14,147 | $4.62M | 0.06% | −1,092−7.2% | Reduced |
| Shepherd Financial Partners LLC | 13,755 | $4.49M | 0.54% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 13,587 | $4.44M | 0.01% | +20.0% | Added |
| KBC Group NV | 13,226 | $4.32M | 0.01% | +2,996+29.3% | Added |
| Arrowstreet Capital, Limited Partnership | 13,202 | $4.31M | 0.00% | −12,887−49.4% | Reduced |
| Sterling Capital Management LLC | 13,003 | $4.25M | 0.06% | +491+3.9% | Added |
| Whittier Trust Co of Nevada Inc | 12,965 | $4.23M | 0.10% | +633+5.1% | Added |
| DnB Asset Management AS | 12,944 | $4.23M | 0.02% | +310+2.5% | Added |
| Daiwa Securities Group Inc. | 12,858 | $4.20M | 0.02% | −2,983−18.8% | Reduced |
| Silvant Capital Management LLC | 12,746 | $4.16M | 0.17% | 00.0% | Unchanged |
| Mariner, LLC | 12,611 | $4.12M | 0.01% | +39+0.3% | Added |
| TD Private Client Wealth LLC | 12,592 | $4.11M | 0.11% | +513+4.2% | Added |
| CIBC World Markets Inc. | 12,582 | $4.11M | 0.01% | −12−0.1% | Reduced |
| Cornerstone Wealth Management, LLC | 12,450 | $4.07M | 0.27% | −253−2.0% | Reduced |
| Headlands Technologies LLC | 12,369 | $4.04M | 0.41% | −16,757−57.5% | Reduced |
| Annex Advisory Services, LLC | 12,351 | $4.03M | 0.12% | −3,255−20.9% | Reduced |
| Utah Retirement Systems | 12,317 | $4.02M | 0.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 12,115 | $3.96M | 0.06% | −2,170−15.2% | Reduced |
| TT International Asset Management LTD | 12,043 | $3.93M | 0.57% | +777+6.9% | Added |
| Cobalt Capital Management, Inc. | 12,000 | $3.92M | 1.63% | −28,000−70.0% | Reduced |
| Two Sigma Investments, LP | 11,930 | $3.90M | 0.01% | −12,906−52.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,802 | $3.85M | 0.01% | −607−4.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,520 | $3.76M | 0.01% | −48,926−80.9% | Reduced |
| United Asset Strategies, Inc. | 11,211 | $3.66M | 0.34% | −25−0.2% | Reduced |
| PEAK6 LLC | 11,129 | $3.63M | 0.14% | +11,129 | New |
| Police & Firemen's Retirement System of New Jersey | 10,821 | $3.53M | 0.03% | +10,821 | New |
| Hennessy Advisors Inc | 10,700 | $3.49M | 0.10% | −700−6.1% | Reduced |
| Banco BTG Pactual S.A. | 10,000 | $3.28M | 0.77% | −23,015−69.7% | Reduced |
| Retirement Capital Strategies | 10,041 | $3.28M | 1.24% | 00.0% | Unchanged |
| First Trust Advisors LP | 10,023 | $3.27M | 0.00% | −981,006−99.0% | Reduced |
| Toronto Dominion Bank | 9,774 | $3.19M | 0.01% | −36,858−79.0% | Reduced |
| Anchor Investment Management, LLC | 9,697 | $3.17M | 0.30% | +28+0.3% | Added |
| Cerity Partners LLC | 11,848 | $3.13M | 0.01% | +802+7.3% | Added |
| Greenleaf Trust | 9,345 | $3.05M | 0.03% | +22+0.2% | Added |
| Beacon Investment Advisors LLC | 9,334 | $3.05M | 1.43% | +30.0% | Added |
| Nissay Asset Management Corp | 9,169 | $3.04M | 0.02% | −15−0.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9,125 | $2.98M | 0.09% | −6,676−42.3% | Reduced |
| FJ Capital Management LLC | 8,946 | $2.92M | 0.34% | +8,946 | New |
| Laurion Capital Management LP | 8,887 | $2.90M | 0.18% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 8,718 | $2.86M | 0.01% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 8,634 | $2.82M | 1.31% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,553 | $2.79M | 0.05% | −11,741−57.9% | Reduced |
| Baird Financial Group, Inc. | 8,438 | $2.76M | 0.01% | +693+8.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,247 | $2.75M | 0.03% | +2,136+35.0% | Added |
| Caldwell Trust Co | 8,412 | $2.75M | 0.29% | −125−1.5% | Reduced |
| Bridgeway Capital Management, LLC | 8,310 | $2.71M | 0.06% | −3,010−26.6% | Reduced |
| F/M Investments LLC | 8,268 | $2.70M | 0.10% | −670−7.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 8,233 | $2.69M | 0.01% | +316+4.0% | Added |
| CIBC Private Wealth Group, LLC | 8,025 | $2.68M | 0.00% | −4,977−38.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 7,929 | $2.59M | 0.00% | +512+6.9% | Added |
| HM Payson & Co | 7,812 | $2.55M | 0.04% | −689−8.1% | Reduced |
| Omers Administration Corp | 7,640 | $2.49M | 0.02% | −2,477−24.5% | Reduced |
| Lazard Asset Management LLC | 7,582 | $2.48M | 0.00% | −5,326−41.3% | Reduced |
| Swiss Life Asset Management Ltd | 7,552 | $2.46M | 0.02% | +5,553+277.8% | Added |
| Garrett Investment Advisors LLC | 7,528 | $2.46M | 0.24% | −444−5.6% | Reduced |
| Public Employees Retirement Association of Colorado | 7,468 | $2.44M | 0.01% | −235−3.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,465 | $2.44M | 0.00% | −266−3.4% | Reduced |
| Integrated Investment Consultants, LLC | 7,465 | $2.44M | 0.50% | +262+3.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,377 | $2.41M | 0.21% | −1,257−14.6% | Reduced |
| Gradient Investments LLC | 7,259 | $2.37M | 0.05% | −441−5.7% | Reduced |
| James Investment Research Inc | 7,181 | $2.34M | 0.28% | −94−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 7,008 | $2.29M | 0.01% | −2,072−22.8% | Reduced |
| Voleon Capital Management LP | 6,960 | $2.27M | 0.17% | +6,960 | New |
| Gerber Kawasaki Wealth & Investment Management | 6,884 | $2.25M | 0.10% | −14,690−68.1% | Reduced |
| King Luther Capital Management Corp | 6,843 | $2.23M | 0.01% | +65+1.0% | Added |
| Intech Investment Management LLC | 6,813 | $2.22M | 0.02% | −85,186−92.6% | Reduced |
| JustInvest LLC | 6,774 | $2.21M | 0.03% | +547+8.8% | Added |
| Walleye Trading LLC | 6,731 | $2.20M | 0.04% | −284−4.0% | Reduced |
| Sterling Group Wealth Management, LLC | 6,565 | $2.14M | 1.11% | −64−1.0% | Reduced |
| Donoghue Forlines LLC | 6,463 | $2.11M | 0.71% | +6,463 | New |
| Nordea Investment Management AB | 6,416 | $2.09M | 0.00% | +285+4.6% | Added |