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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 386 | $126.2K | 0.01% | +26+7.2% | Added |
| Natixis | 371 | $121.1K | 0.00% | +371 | New |
| Mattson Financial Services, LLC | 516 | $120.0K | 0.04% | −1,074−67.5% | Reduced |
| Central Trust Co | 357 | $116.6K | 0.00% | −10−2.7% | Reduced |
| GAMMA Investing LLC | 357 | $116.6K | 0.01% | +149+71.6% | Added |
| Penserra Capital Management LLC | 340 | $111.0K | 0.00% | −11−3.1% | Reduced |
| Point72 (DIFC) Ltd | 332 | $108.3K | 0.01% | +332 | New |
| Ameliora Wealth Management Ltd. | 330 | $107.7K | 0.04% | +330 | New |
| Arlington Trust Co LLC | 315 | $102.9K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 296 | $96.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 273 | $89.3K | 0.00% | −10−3.5% | Reduced |
| Leonteq Securities AG | 273 | $89.1K | 0.01% | +138+102.2% | Added |
| Tortoise Investment Management, LLC | 266 | $86.9K | 0.01% | +116+77.3% | Added |
| Hexagon Capital Partners LLC | 241 | $78.7K | 0.01% | +241 | New |
| R Squared Ltd | 240 | $78.4K | 0.08% | +240 | New |
| Quarry LP | 210 | $68.6K | 0.01% | +154+275.0% | Added |
| Compass Financial Services Inc | 200 | $65.3K | 0.04% | +200 | New |
| Skopos Labs, Inc. | 198 | $64.6K | 0.02% | +14+7.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 181 | $59.1K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 180 | $58.8K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 180 | $58.8K | 0.04% | +180 | New |
| CoreCap Advisors, LLC | 169 | $55.3K | 0.00% | +13+8.3% | Added |
| FIL Ltd | 167 | $54.5K | 0.00% | −2−1.2% | Reduced |
| SRS Capital Advisors, Inc. | 163 | $53.2K | 0.00% | −9−5.2% | Reduced |
| Capital Analysts, LLC | 156 | $51.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 156 | $50.9K | 0.00% | −127−44.9% | Reduced |
| Spire Wealth Management | 146 | $47.7K | 0.00% | +20+15.9% | Added |
| Clark Wealth Partners | 140 | $45.7K | 0.04% | +140 | New |
| MCF Advisors LLC | 138 | $45.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 138 | $45.1K | 0.00% | +43+45.3% | Added |
| Geneos Wealth Management Inc. | 133 | $43.4K | 0.00% | +1+0.8% | Added |
| Aster Capital Management (DIFC) Ltd | 132 | $43.1K | 0.02% | −8−5.7% | Reduced |
| Itau Unibanco Holding S.A. | 129 | $42.1K | 0.00% | +129 | New |
| Fourth Dimension Wealth, LLC | 123 | $40.0K | 0.02% | +123 | New |
| Smithfield Trust Co | 119 | $39.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 115 | $37.5K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 108 | $35.3K | 0.00% | +8+8.0% | Added |
| Global X Japan Co., Ltd. | 100 | $32.7K | 0.00% | +16+19.0% | Added |
| Covestor Ltd | 96 | $31.0K | 0.02% | −53−35.6% | Reduced |
| Graney & King, LLC | 93 | $30.5K | 0.02% | +93 | New |
| IAG Wealth Partners, LLC | 84 | $27.3K | 0.00% | +1+1.2% | Added |
| Plato Investment Management Ltd | 81 | $26.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 78 | $25.5K | 0.00% | +30+62.5% | Added |
| Huntington National Bank | 68 | $22.2K | 0.00% | −2−2.9% | Reduced |
| JFS Wealth Advisors, LLC | 66 | $21.6K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 65 | $21.2K | 0.01% | +65 | New |
| Massmutual Trust Co FSB | 61 | $19.9K | 0.00% | +40+190.5% | Added |
| Bell Investment Advisors, Inc | 57 | $18.6K | 0.00% | +4+7.5% | Added |
| Park Place Capital Corp | 54 | $17.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 53 | $17.0K | 0.00% | +34+178.9% | Added |
| Eastern Bank | 50 | $16.3K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $16.3K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 50 | $16.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $16.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 48 | $15.7K | 0.00% | +48 | New |
| Ronald Blue Trust, Inc. | 47 | $15.3K | 0.00% | −930−95.2% | Reduced |
| SBI Securities Co., Ltd. | 46 | $15.0K | 0.00% | +46 | New |
| Fifth Third Bancorp | 44 | $14.4K | 0.00% | −4−8.3% | Reduced |
| Global Wealth Strategies & Associates | 44 | $14.4K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 42 | $13.7K | 0.01% | +4+10.5% | Added |
| Millstone Evans Group, LLC | 39 | $12.7K | 0.01% | +39 | New |
| Alaska Permanent Fund Corp | 38 | $12.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 36 | $11.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 35 | $11.4K | 0.00% | −4−10.3% | Reduced |
| High Note Wealth, LLC | 34 | $11.1K | 0.00% | +34 | New |
| CVA Family Office, LLC | 33 | $10.8K | 0.00% | +4+13.8% | Added |
| Center for Financial Planning, Inc. | 30 | $9.82K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 29 | $9.47K | 0.00% | −16−35.6% | Reduced |
| Operose Advisors LLC | 27 | $8.82K | 0.00% | +27 | New |
| ESL Trust Services, LLC | 25 | $8.16K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $7.84K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 24 | $7.84K | 0.00% | +24 | New |
| Pinnacle Bancorp, Inc. | 23 | $7.51K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $7.18K | 0.00% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 21 | $6.88K | 0.01% | +21 | New |
| AdvisorNet Financial, Inc | 20 | $6.53K | 0.00% | −18−47.4% | Reduced |
| CNB Bank | 19 | $6.20K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $6.20K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 19 | $6.20K | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $5.88K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 16 | $5.22K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 15 | $4.90K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 15 | $4.90K | 0.00% | +5+50.0% | Added |
| Versant Capital Management, Inc | 14 | $4.57K | 0.00% | +2+16.7% | Added |
| Bruce G. Allen Investments, LLC | 14 | $4.57K | 0.00% | +10+250.0% | Added |
| SJS Investment Consulting Inc. | 13 | $4.25K | 0.00% | −8−38.1% | Reduced |
| Sachetta, LLC | 12 | $3.92K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 12 | $3.92K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10 | $3.27K | 0.00% | −2−16.7% | Reduced |
| Sierra Ocean, LLC | 10 | $3.27K | 0.00% | +10 | New |
| Coppell Advisory Solutions LLC | 8 | $2.62K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $2.29K | 0.00% | −6−46.2% | Reduced |
| Sound Income Strategies, LLC | 7 | $2.29K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $2.00K | 0.00% | −1−12.5% | Reduced |
| Financial Network Wealth Advisors LLC | 6 | $1.96K | 0.00% | −21−77.8% | Reduced |
| Washington Trust Co | 6 | $1.96K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $1.96K | 0.00% | +6 | New |
| ZRC Wealth Management, LLC | 5 | $1.64K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $1.63K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 5 | $1.63K | 0.00% | 00.0% | Unchanged |