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 |
|---|---|---|---|---|---|
| Allstate Corp | 2,204 | $719.6K | 0.02% | +2,204 | New |
| Root Financial Partners, LLC | 2,191 | $715.4K | 0.09% | −14−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 2,178 | $711.1K | 0.00% | +1,368+168.9% | Added |
| E. Ohman J:or Asset Management AB | 2,100 | $685.7K | 0.02% | −1,200−36.4% | Reduced |
| Venturi Wealth Management, LLC | 2,092 | $683.1K | 0.03% | +19+0.9% | Added |
| Advisors Asset Management, Inc. | 2,080 | $679.1K | 0.01% | +174+9.1% | Added |
| Vontobel Holding Ltd. | 2,062 | $673.3K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 2,061 | $672.9K | 0.02% | −400−16.3% | Reduced |
| WJ Wealth Management, LLC | 2,000 | $653.0K | 0.22% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,991 | $650.1K | 0.19% | +1,094+122.0% | Added |
| Avantax Advisory Services, Inc. | 1,989 | $649.5K | 0.00% | −544−21.5% | Reduced |
| Concorde Asset Management, LLC | 1,986 | $648.4K | 0.34% | −181−8.4% | Reduced |
| Advisor OS, LLC | 1,946 | $635.5K | 0.07% | −1,527−44.0% | Reduced |
| Snowden Capital Advisors LLC | 1,922 | $627.6K | 0.02% | +707+58.2% | Added |
| Centiva Capital, LP | 1,904 | $621.7K | 0.02% | −8,963−82.5% | Reduced |
| Bessemer Group Inc | 1,886 | $615.0K | 0.00% | +284+17.7% | Added |
| CWM, LLC | 1,876 | $612.0K | 0.00% | +818+77.3% | Added |
| XML Financial, LLC | 1,873 | $611.4K | 0.06% | −405−17.8% | Reduced |
| Hunting Hill Global Capital, LLC | 1,871 | $610.9K | 0.27% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 2,722 | $610.7K | 0.21% | +2,722 | New |
| Fiduciary Trust Co | 1,860 | $607.3K | 0.01% | +127+7.3% | Added |
| Winton Group Ltd | 1,851 | $604.4K | 0.04% | −971−34.4% | Reduced |
| Summit Trail Advisors, LLC | 1,822 | $595.1K | 0.02% | +1,822 | New |
| QRG Capital Management, Inc. | 1,812 | $591.6K | 0.01% | +134+8.0% | Added |
| Yousif Capital Management, LLC | 1,783 | $582.2K | 0.01% | +86+5.1% | Added |
| Davenport & Co LLC | 1,762 | $575.3K | 0.00% | +53+3.1% | Added |
| Applied Finance Capital Management, LLC | 1,757 | $573.7K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,756 | $573.0K | 0.03% | +1,756 | New |
| Heritage Family Offices, LLP | 1,749 | $571.1K | 0.29% | +22+1.3% | Added |
| Lido Advisors, LLC | 1,739 | $568.0K | 0.00% | +219+14.4% | Added |
| Bridgefront Capital, LLC | 1,733 | $565.8K | 0.19% | −153−8.1% | Reduced |
| World Equity Group, Inc. | 1,720 | $561.4K | 0.12% | +1,720 | New |
| Gsa Capital Partners LLP | 1,718 | $561.0K | 0.04% | −1,260−42.3% | Reduced |
| Catalyst Capital Advisors LLC | 1,710 | $558.3K | 0.01% | −842−33.0% | Reduced |
| Advisory Services Network, LLC | 1,701 | $555.4K | 0.01% | −8,562−83.4% | Reduced |
| RSM US Wealth Management LLC | 1,698 | $555.2K | 0.01% | +641+60.6% | Added |
| Gibbs Wealth Management | 1,688 | $551.1K | 0.15% | +263+18.5% | Added |
| Sanchez Wealth Management Group | 1,686 | $550.6K | 0.15% | +35+2.1% | Added |
| Hamilton Capital Partners Inc. | 1,680 | $548.5K | 0.04% | −873−34.2% | Reduced |
| Prudential Financial Inc | 1,664 | $543.3K | 0.00% | −6,209−78.9% | Reduced |
| Oppenheimer & Co Inc | 1,652 | $539.4K | 0.01% | +1,652 | New |
| Nomura Holdings Inc | 1,649 | $538.4K | 0.00% | −5,722−77.6% | Reduced |
| Everence Capital Management Inc | 1,610 | $526.0K | 0.03% | +1,610 | New |
| Tower Research Capital LLC (TRC) | 1,606 | $524.4K | 0.01% | −4,421−73.4% | Reduced |
| Squarepoint Ops LLC | 1,600 | $522.4K | 0.00% | −67,077−97.7% | Reduced |
| UniSuper Management Pty Ltd | 1,600 | $522.4K | 0.00% | −923−36.6% | Reduced |
| Wedmont Private Capital | 1,578 | $521.4K | 0.03% | +55+3.6% | Added |
| Potentia Wealth | 1,577 | $515.0K | 0.23% | +1,577 | New |
| Pennsylvania Capital Management Inc | 1,575 | $514.3K | 0.18% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 1,572 | $513.3K | 0.21% | +1,572 | New |
| Okabena Investment Services Inc | 1,570 | $512.6K | 0.14% | +1,570 | New |
| Magnolia Private Wealth, LLC | 1,551 | $506.4K | 0.45% | +1,551 | New |
| EverSource Wealth Advisors, LLC | 1,541 | $503.1K | 0.03% | +11+0.7% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,541 | $503.1K | 0.13% | +2+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 1,514 | $494.3K | 0.01% | −86−5.4% | Reduced |
| Thoroughbred Financial Services, LLC | 1,504 | $491.0K | 0.03% | +145+10.7% | Added |
| Wealth Alliance | 1,483 | $484.3K | 0.06% | +30+2.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,479 | $483.0K | 0.00% | −411−21.7% | Reduced |
| Shell Asset Management Co | 1,465 | $478.0K | 0.02% | −254−14.8% | Reduced |
| National Bank of Canada | 1,462 | $477.5K | 0.00% | +1,097+300.5% | Added |
| Beacon Pointe Advisors, LLC | 1,449 | $473.1K | 0.01% | +300+26.1% | Added |
| Panagora Asset Management Inc | 1,432 | $467.6K | 0.00% | −981−40.7% | Reduced |
| Globeflex Capital L P | 1,420 | $463.6K | 0.04% | −3,368−70.3% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,411 | $460.7K | 0.03% | −2,139−60.3% | Reduced |
| Spahn Wealth & Retirement LLC | 1,400 | $457.1K | 0.30% | +1,400 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,379 | $450.3K | 0.07% | +1,379 | New |
| Corebridge Financial, Inc. | 1,373 | $448.3K | 0.00% | −57−4.0% | Reduced |
| Ironwood Investment Counsel, LLC | 1,370 | $447.3K | 0.08% | −90−6.2% | Reduced |
| Legacy Financial Group LLC | 1,366 | $446.0K | 0.07% | +1,366 | New |
| SFG Wealth Management, LLC. | 1,353 | $441.7K | 0.23% | +14+1.0% | Added |
| Signaturefd, LLC | 1,352 | $441.4K | 0.01% | +41+3.1% | Added |
| Axxcess Wealth Management, LLC | 1,337 | $436.4K | 0.01% | −26−1.9% | Reduced |
| Sagespring Wealth Partners, LLC | 1,334 | $435.5K | 0.01% | +1,334 | New |
| Petrus Trust Company, LTA | 1,319 | $430.7K | 0.04% | +1,319 | New |
| Los Angeles Capital Management LLC | 1,313 | $428.7K | 0.00% | 00.0% | Unchanged |
| Summit Investment Advisors, Inc. | 1,147 | $427.2K | 0.38% | +1,147 | New |
| HB Wealth Management, LLC | 1,304 | $425.8K | 0.00% | +331+34.0% | Added |
| BTG Pactual Asset Management US LLC | 1,300 | $424.5K | 0.05% | +1,300 | New |
| Northwest & Ethical Investments L.P. | 1,300 | $423.9K | 0.01% | +1,300 | New |
| Entropy Technologies, LP | 1,292 | $421.9K | 0.04% | +1,292 | New |
| Sequoia Financial Advisors, LLC | 1,243 | $406.0K | 0.00% | +298+31.5% | Added |
| DGS Capital Management, LLC | 1,241 | $405.2K | 0.10% | −49−3.8% | Reduced |
| Thrive Wealth Management, LLC | 1,236 | $403.6K | 0.07% | −30−2.4% | Reduced |
| Clearstead Advisors, LLC | 1,213 | $396.1K | 0.01% | −340−21.9% | Reduced |
| Impact Investors, Inc | 1,205 | $393.3K | 0.31% | +1,205 | New |
| United Capital Financial Advisers, LLC | 1,203 | $392.8K | 0.00% | +31+2.6% | Added |
| Moody Lynn & Lieberson, LLC | 1,200 | $391.8K | 0.02% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,185 | $386.9K | 0.01% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 1,179 | $385.0K | 0.01% | −526−30.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,178 | $384.6K | 0.00% | −8−0.7% | Reduced |
| Archer Investment Corp | 1,169 | $381.6K | 0.10% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,155 | $377.1K | 0.24% | −5−0.4% | Reduced |
| Merit Financial Group, LLC | 1,132 | $369.7K | 0.01% | +50+4.6% | Added |
| AXA S.A. | 1,131 | $369.3K | 0.00% | −220−16.3% | Reduced |
| Wetherby Asset Management Inc | 1,122 | $366.3K | 0.02% | −140−11.1% | Reduced |
| Coldstream Capital Management Inc | 1,113 | $363.4K | 0.01% | −70−5.9% | Reduced |
| Camden National Bank | 1,104 | $360.5K | 0.05% | +1,104 | New |
| State of Michigan Retirement System | 1,100 | $359.2K | 0.00% | −300−21.4% | Reduced |
| RiverGlades Family Offices LLC | 1,100 | $359.2K | 0.26% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,100 | $359.2K | 0.00% | +98+9.8% | Added |