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 |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 5 | $1.63K | 0.00% | +5 | New |
| Kestra Investment Management, LLC | 4 | $1.34K | 0.00% | +4 | New |
| Bokf, NA | 4 | $1.32K | 0.00% | +2+100.0% | Added |
| Continuum Advisory, LLC | 4 | $1.31K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $1.31K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3 | $980 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $980 | 0.00% | +3 | New |
| NBC Securities, Inc. | 2 | $695 | 0.06% | −2,138−99.9% | Reduced |
| Larson Financial Group LLC | 2 | $657 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $654 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $653 | 0.00% | −3−60.0% | Reduced |
| Pacer Advisors, Inc. | 2 | $653 | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 2 | $653 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $653 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $474 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 1 | $353 | 0.00% | +1 | New |
| Rothschild Investment LLC | 1 | $327 | 0.00% | −4−80.0% | Reduced |
| Manchester Capital Management LLC | 1 | $327 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1 | $327 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $327 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $327 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $327 | 0.00% | +1 | New |
| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −20,080−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −18,876−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −17,226−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −16,172−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −15,740−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −14,609−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −11,867−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −11,319−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,837−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −10,753−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −9,765−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −9,421−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −8,020−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −7,779−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −7,221−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −6,740−100.0% | Sold out |
| Foresight Global Investors, Inc. | 0 | $0 | 0.00% | −6,649−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −5,809−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,578−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −5,301−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −4,455−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,138−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,946−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −3,371−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −3,370−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −2,530−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −2,149−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −2,124−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −92,819−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −1,643−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −1,444−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,311−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −1,153−100.0% | Sold out |
| Hill Investment Group Partners, LLC | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −916−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Paladin Wealth, LLC | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Tanglewood Legacy Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Legacy Investment Solutions, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| BlueMar Capital Management, LLC | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| Alpine Bank Wealth Management | – | – | – | – | Not filed |