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 |
|---|---|---|---|---|---|
| 111 Capital | 1,096 | $357.9K | 0.08% | +1,096 | New |
| Tyler-Stone Wealth Management | 1,076 | $351.5K | 0.06% | +38+3.7% | Added |
| Concurrent Investment Advisors, LLC | 1,064 | $347.5K | 0.01% | +1+0.1% | Added |
| McMahon Financial Advisors, LLC | 1,052 | $343.5K | 0.09% | −96−8.4% | Reduced |
| Principal Securities, Inc. | 1,051 | $343.2K | 0.01% | +95+9.9% | Added |
| Vise Technologies, Inc. | 1,047 | $342.0K | 0.03% | +1,047 | New |
| Portside Wealth Group, LLC | 1,043 | $340.6K | 0.06% | +110+11.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,040 | $339.6K | 0.01% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,040 | $339.6K | 0.14% | +180+20.9% | Added |
| Stephens Inc | 1,038 | $338.9K | 0.00% | −16−1.5% | Reduced |
| Net Worth Advisory Group | 1,033 | $337.2K | 0.10% | +4+0.4% | Added |
| MIG Capital, LLC | 1,026 | $335.0K | 0.03% | +1,026 | New |
| Metis Global Partners, LLC | 1,015 | $331.4K | 0.01% | +70+7.4% | Added |
| One Wealth Advisors, LLC | 1,015 | $331.4K | 0.05% | +1,015 | New |
| Forum Financial Management, LP | 1,011 | $330.1K | 0.01% | +1+0.1% | Added |
| denkapparat Operations GmbH | 1,006 | $328.5K | 0.49% | +1,006 | New |
| De Burlo Group Inc | 1,000 | $326.5K | 0.04% | +1,000 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,000 | $326.5K | 0.01% | +1,000 | New |
| Two Sigma Securities, LLC | 993 | $324.2K | 0.06% | −1,129−53.2% | Reduced |
| EP Wealth Advisors, LLC | 988 | $322.7K | 0.00% | −183−15.6% | Reduced |
| Dakota Wealth Management | 986 | $321.9K | 0.01% | +986 | New |
| Apollon Wealth Management, LLC | 972 | $317.4K | 0.01% | +63+6.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 958 | $312.8K | 0.17% | +51+5.6% | Added |
| LRI Investments, LLC | 923 | $301.4K | 0.03% | −203−18.0% | Reduced |
| Mather Group, LLC. | 916 | $299.1K | 0.00% | +36+4.1% | Added |
| Good Life Advisors, LLC | 913 | $298.0K | 0.02% | +913 | New |
| Ci Investments Inc. | 905 | $295.0K | 0.00% | +283+45.5% | Added |
| Pzena Investment Management LLC | 900 | $293.9K | 0.00% | −287−24.2% | Reduced |
| Lifestyle Asset Management, Inc. | 898 | $293.2K | 0.16% | +898 | New |
| Cynosure Management, LLC | 885 | $289.0K | 0.04% | −839−48.7% | Reduced |
| Wolverine Trading, LLC | 877 | $286.8K | 0.01% | +877 | New |
| V-Square Quantitative Management LLC | 875 | $285.7K | 0.04% | +7+0.8% | Added |
| Vinva Investment Management Ltd | 865 | $282.8K | 0.01% | −2,313−72.8% | Reduced |
| Quent Capital, LLC | 866 | $282.6K | 0.03% | +1+0.1% | Added |
| TSFG, LLC | 864 | $282.0K | 0.06% | +1+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 857 | $279.8K | 0.02% | +857 | New |
| Perigon Wealth Management, LLC | 801 | $277.3K | 0.01% | +801 | New |
| Arkadios Wealth Advisors | 847 | $276.6K | 0.02% | +847 | New |
| Financial Advocates Investment Management | 834 | $272.4K | 0.02% | −48−5.4% | Reduced |
| Berger Financial Group, Inc | 810 | $264.5K | 0.02% | −64−7.3% | Reduced |
| Intrust Bank NA | 804 | $262.5K | 0.03% | +804 | New |
| RMB Capital Management, LLC | 801 | $261.5K | 0.01% | +801 | New |
| Virtu Financial LLC | 798 | $260.0K | 0.01% | +798 | New |
| ZWJ Investment Counsel Inc | 796 | $259.9K | 0.01% | +796 | New |
| OneAscent Financial Services LLC | 792 | $259.0K | 0.02% | −226−22.2% | Reduced |
| GeoWealth Management, LLC | 776 | $253.4K | 0.01% | −204−20.8% | Reduced |
| Koshinski Asset Management, Inc. | 774 | $252.7K | 0.02% | +774 | New |
| Abn Amro Investment Solutions | 774 | $252.7K | 0.00% | +774 | New |
| Perennial Investment Advisors, LLC | 773 | $252.6K | 0.03% | +773 | New |
| Benjamin Edwards Inc | 765 | $249.8K | 0.00% | +765 | New |
| Systematic Alpha Investments, LLC | 760 | $248.1K | 0.01% | +760 | New |
| Icapital Wealth LLC | 760 | $248.1K | 0.14% | +760 | New |
| First County Bank | 756 | $246.8K | 0.14% | −318−29.6% | Reduced |
| Fidelis Capital Partners, LLC | 676 | $246.2K | 0.02% | +676 | New |
| Cigna Investments Inc | 746 | $244.0K | 0.04% | +746 | New |
| Waddell & Associates, LLC | 746 | $243.6K | 0.02% | +746 | New |
| Kingsview Wealth Management, LLC | 741 | $241.9K | 0.00% | +741 | New |
| Cresset Asset Management, LLC | 735 | $240.0K | 0.00% | −3,446−82.4% | Reduced |
| IFG Advisory, LLC | 733 | $239.5K | 0.01% | +733 | New |
| Birch Financial Group, LLC | 717 | $234.0K | 0.26% | +717 | New |
| Institute for Wealth Management, LLC. | 714 | $233.1K | 0.03% | +714 | New |
| One Day In July LLC | 702 | $229.2K | 0.02% | +702 | New |
| WoodTrust Financial Corp | 702 | $229.0K | 0.03% | +702 | New |
| Baader Bank INC | 697 | $227.6K | 0.02% | +697 | New |
| Lindbrook Capital, LLC | 696 | $227.3K | 0.02% | +23+3.4% | Added |
| PFG Investments, LLC | 693 | $226.2K | 0.01% | −452−39.5% | Reduced |
| Jacobi Capital Management LLC | 692 | $225.9K | 0.02% | +692 | New |
| WealthCare Investment Partners, LLC | 677 | $221.9K | 0.10% | +677 | New |
| Fundamentun, LLC | 675 | $220.4K | 0.01% | +675 | New |
| Quest Partners LLC | 667 | $217.8K | 0.03% | −3,720−84.8% | Reduced |
| Catalytic Wealth RIA, LLC | 663 | $216.5K | 0.04% | +663 | New |
| Drive Wealth Management, LLC | 662 | $216.2K | 0.05% | +662 | New |
| Security Financial Services, INC. | 657 | $214.5K | 0.04% | +657 | New |
| Kolinsky Wealth Management, LLC | 650 | $212.2K | 0.13% | +650 | New |
| Natural Investments, LLC | 651 | $212.0K | 0.06% | +651 | New |
| Great Diamond Partners, LLC | 649 | $211.9K | 0.05% | +649 | New |
| Norden Group LLC | 641 | $209.3K | 0.02% | +641 | New |
| Quantum Financial Advisors, LLC | 636 | $207.7K | 0.03% | +636 | New |
| J.Safra Asset Management Corp | 634 | $207.3K | 0.02% | +261+70.0% | Added |
| National Asset Management, Inc. | 629 | $205.4K | 0.01% | +629 | New |
| Dai-Ichi Life Insurance Company, Ltd | 629 | $205.4K | 0.01% | +629 | New |
| Horizon Wealth Management, LLC | 621 | $202.6K | 0.04% | +621 | New |
| Eagle Bay Advisors LLC | 611 | $199.5K | 0.13% | −73−10.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $195.9K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 579 | $189.0K | 0.00% | −93−13.8% | Reduced |
| Fedenia Advisers LLC | 572 | $186.8K | 0.11% | +572 | New |
| United Community Bank | 570 | $186.1K | 0.07% | −10−1.7% | Reduced |
| Central Pacific Bank - Trust Division | 564 | $184.2K | 0.02% | +318+129.3% | Added |
| Meeder Asset Management Inc | 562 | $183.5K | 0.01% | −4−0.7% | Reduced |
| WPG Advisers, LLC | 557 | $181.9K | 0.17% | +557 | New |
| Whipplewood Advisors, LLC | 512 | $167.2K | 0.10% | +512 | New |
| Allworth Financial LP | 464 | $165.4K | 0.00% | −95−17.0% | Reduced |
| Colonial Trust Co | 505 | $164.8K | 0.02% | +29+6.1% | Added |
| Golden State Wealth Management, LLC | 500 | $163.3K | 0.02% | +500 | New |
| Elgethun Capital Management | 493 | $161.0K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 464 | $151.5K | 0.00% | −319−40.7% | Reduced |
| Quadrant Capital Group LLC | 443 | $144.6K | 0.01% | +1+0.2% | Added |
| First Horizon Advisors, Inc. | 432 | $141.1K | 0.00% | +47+12.2% | Added |
| Farther Finance Advisors, LLC | 432 | $141.0K | 0.01% | +21+5.1% | Added |
| Gables Capital Management Inc. | 400 | $130.6K | 0.06% | 00.0% | Unchanged |