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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 6,390 | $2.09M | 0.00% | +149+2.4% | Added |
| Candriam Luxembourg S.C.A. | 6,339 | $2.07M | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 6,237 | $2.04M | 0.05% | +25+0.4% | Added |
| Dynasty Wealth Management, LLC | 6,165 | $2.01M | 0.03% | +2,283+58.8% | Added |
| Dana Investment Advisors, Inc. | 6,149 | $2.01M | 0.07% | +625+11.3% | Added |
| Gulf International Bank (UK) Ltd | 6,071 | $1.98M | 0.05% | −51−0.8% | Reduced |
| Pitcairn Co | 5,987 | $1.95M | 0.12% | −257−4.1% | Reduced |
| Oliver Luxxe Assets LLC | 8,373 | $1.95M | 0.35% | 00.0% | Unchanged |
| Tredje AP-fonden | 5,945 | $1.94M | 0.02% | −5,944−50.0% | Reduced |
| Commonwealth Equity Services, LLC | 5,894 | $1.92M | 0.00% | −64−1.1% | Reduced |
| Verition Fund Management LLC | 5,890 | $1.92M | 0.01% | +2,910+97.7% | Added |
| Credit Agricole S A | 5,851 | $1.91M | 0.01% | +701+13.6% | Added |
| Prudential PLC | 5,757 | $1.88M | 0.01% | +3,010+109.6% | Added |
| Yorktown Management & Research Co Inc | 5,690 | $1.86M | 1.79% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,689 | $1.86M | 0.26% | +84+1.5% | Added |
| Amalgamated Bank | 5,662 | $1.85M | 0.02% | +69+1.2% | Added |
| Kovitz Investment Group Partners, LLC | 5,628 | $1.84M | 0.01% | −21−0.4% | Reduced |
| Stenger Family Office, LLC | 5,625 | $1.84M | 0.62% | +5,625 | New |
| Versor Investments LP | 5,614 | $1.83M | 0.32% | +5,614 | New |
| 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 |
| Knollwood Investment Advisory, LLC | 5,275 | $1.72M | 0.18% | 00.0% | Unchanged |
| Future Fund LLC | 5,190 | $1.69M | 4.84% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,070 | $1.66M | 0.01% | −944−15.7% | Reduced |
| WMS Partners, LLC | 5,005 | $1.63M | 0.09% | +5+0.1% | Added |
| Ethic Inc. | 4,920 | $1.61M | 0.03% | −237−4.6% | Reduced |
| The PNC Financial Services Group, Inc. | 4,897 | $1.60M | 0.00% | +909+22.8% | Added |
| Bleakley Financial Group, LLC | 4,857 | $1.59M | 0.05% | −30−0.6% | Reduced |
| Fulton Bank, N.A. | 4,847 | $1.58M | 0.06% | +641+15.2% | Added |
| M&T Bank Corp | 4,708 | $1.54M | 0.01% | +281+6.3% | Added |
| Crawford Investment Counsel Inc | 4,611 | $1.51M | 0.03% | +123+2.7% | Added |
| MetLife Investment Management | 4,589 | $1.50M | 0.01% | −104−2.2% | Reduced |
| Avanza Fonder AB | 4,473 | $1.46M | 0.04% | +4,473 | New |
| Retireful, LLC | 4,460 | $1.46M | 0.82% | +4,460 | New |
| Brinker Capital Investments, LLC | 4,441 | $1.45M | 0.01% | +757+20.5% | Added |
| Orion Portfolio Solutions, LLC | 4,441 | $1.45M | 0.01% | +757+20.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,343 | $1.42M | 0.00% | −1,316−23.3% | Reduced |
| Creative Planning | 4,237 | $1.38M | 0.00% | +480+12.8% | Added |
| Ostrum Asset Management | 4,188 | $1.37M | 0.12% | −3,419−44.9% | Reduced |
| LVW Advisors, LLC | 4,171 | $1.36M | 0.17% | +83+2.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,126 | $1.35M | 0.00% | +4,126 | New |
| Maryland State Retirement & Pension System | 3,974 | $1.30M | 0.03% | −279−6.6% | Reduced |
| Colony Group, LLC | 3,887 | $1.27M | 0.00% | +473+13.9% | Added |
| Sumitomo Life Insurance Co | 3,882 | $1.27M | 0.02% | −150−3.7% | Reduced |
| CAPROCK Group, Inc. | 3,879 | $1.27M | 0.04% | +1,093+39.2% | Added |
| Park Avenue Securities LLC | 3,849 | $1.26M | 0.01% | +210+5.8% | Added |
| Integrated Wealth Concepts LLC | 3,792 | $1.24M | 0.01% | −315−7.7% | Reduced |
| Prossimo Advisors, LLC | 3,785 | $1.24M | 0.89% | +1,550+69.4% | Added |
| Scientech Research LLC | 3,698 | $1.21M | 0.34% | +3,698 | New |
| Mount Yale Investment Advisors, LLC | 3,693 | $1.21M | 0.10% | +972+35.7% | Added |
| Chiron Investment Management, LLC | 3,687 | $1.20M | 0.40% | +3,687 | New |
| Toroso Investments, LLC | 3,656 | $1.19M | 0.01% | −4,006−52.3% | Reduced |
| Crossmark Global Holdings, Inc. | 3,648 | $1.19M | 0.02% | −4,555−55.5% | Reduced |
| Mackenzie Financial Corp | 3,639 | $1.19M | 0.00% | −50−1.4% | Reduced |
| Fieldview Capital Management, LLC | 3,532 | $1.15M | 0.18% | +3,532 | New |
| Vident Advisory, LLC | 3,526 | $1.15M | 0.02% | +1,294+58.0% | Added |
| Resources Investment Advisors, LLC. | 3,518 | $1.15M | 0.01% | −1,563−30.8% | Reduced |
| Aureus Asset Management, LLC | 3,505 | $1.14M | 0.07% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,463 | $1.13M | 0.01% | −1,239−26.4% | Reduced |
| CIBC World Markets Corp | 3,383 | $1.10M | 0.01% | −970−22.3% | Reduced |
| Yarbrough Capital, LLC | 3,361 | $1.10M | 0.04% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 3,322 | $1.08M | 0.60% | +3,322 | New |
| CIBC Asset Management Inc | 3,301 | $1.08M | 0.00% | +552+20.1% | Added |
| Schroder Investment Management Group | 3,237 | $1.06M | 0.00% | −843−20.7% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,219 | $1.05M | 0.24% | 00.0% | Unchanged |
| Old National Bancorp | 3,206 | $1.05M | 0.02% | +176+5.8% | Added |
| Generali Asset Management SPA SGR | 3,159 | $1.03M | 0.03% | +3,159 | New |
| B. Metzler seel. Sohn & Co. AG | 3,103 | $1.01M | 0.01% | −58−1.8% | Reduced |
| SkyView Investment Advisors, LLC | 3,068 | $1.00M | 0.16% | −1,767−36.5% | Reduced |
| IHT Wealth Management, LLC | 3,061 | $999.4K | 0.03% | −350−10.3% | Reduced |
| AE Wealth Management LLC | 3,027 | $988.4K | 0.01% | +1,705+129.0% | Added |
| Mercer Global Advisors Inc | 2,934 | $957.9K | 0.00% | −384−11.6% | Reduced |
| Mutual of America Capital Management LLC | 2,926 | $955.4K | 0.01% | −1,462−33.3% | Reduced |
| Impact Capital Partners LLC | 2,883 | $941.3K | 0.33% | +2,883 | New |
| Gateway Investment Advisers LLC | 2,871 | $937.4K | 0.01% | −1,019−26.2% | Reduced |
| Vestcor Inc | 2,838 | $927.0K | 0.03% | +1,262+80.1% | Added |
| MAI Capital Management | 2,827 | $922.9K | 0.01% | +151+5.6% | Added |
| Proequities, Inc. | 2,555 | $911.6K | 0.05% | −8−0.3% | Reduced |
| Schechter Investment Advisors, LLC | 2,761 | $901.5K | 0.07% | +1,655+149.6% | Added |
| Moran Wealth Management, LLC | 2,722 | $888.8K | 0.03% | −85−3.0% | Reduced |
| Wealthfront Advisers LLC | 2,648 | $864.6K | 0.00% | +56+2.2% | Added |
| Thrivent Financial for Lutherans | 2,675 | $843.0K | 0.00% | −33−1.2% | Reduced |
| Belpointe Asset Management LLC | 3,691 | $828.1K | 0.05% | +3,691 | New |
| Ieq Capital, LLC | 2,521 | $823.3K | 0.01% | +329+15.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,516 | $821.4K | 0.00% | +389+18.3% | Added |
| MONECO Advisors, LLC | 2,480 | $809.9K | 0.09% | +113+4.8% | Added |
| Parallel Advisors, LLC | 2,479 | $809.4K | 0.02% | +54+2.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,479 | $809.4K | 0.03% | +63+2.6% | Added |
| Ritholtz Wealth Management | 2,475 | $808.1K | 0.02% | −52−2.1% | Reduced |
| GWM Advisors LLC | 2,470 | $806.6K | 0.00% | −1,707−40.9% | Reduced |
| Voloridge Investment Management, LLC | 2,446 | $798.6K | 0.00% | +2,446 | New |
| Everpar Advisors LLC | 2,432 | $794.1K | 0.40% | +3+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 2,404 | $784.8K | 0.01% | −4−0.2% | Reduced |
| HighPoint Advisor Group LLC | 2,147 | $778.0K | 0.04% | −352−14.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,362 | $771.0K | 0.00% | −216−8.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 2,344 | $765.3K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 2,319 | $757.2K | 0.06% | +334+16.8% | Added |
| London Co of Virginia | 2,270 | $741.2K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 2,266 | $739.9K | 0.10% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,247 | $734.0K | 0.01% | −395−15.0% | Reduced |