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, Q1 2025
Institutional positions in LPL Financial Holdings Inc. as of Mar 31, 2025. 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
- 788
- +73 vs. Q4 2024
- Shares held
- 78.0M
- +6.92M (+9.7%) vs. Q4 2024
- Total value
- $25.5B
- +$2.34B (+10.1%) vs. Q4 2024
- New holders
- 130
- 323 more added
- Sold out
- 57
- 221 more reduced
10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,372,857 | $2.41B | 0.04% | +154,200+2.1% | Added |
| BlackRock, Inc. | 4,750,079 | $1.55B | 0.03% | −16,466−0.3% | Reduced |
| Boston Partners | 3,514,283 | $1.15B | 1.39% | −391,258−10.0% | Reduced |
| FMR LLC | 3,165,458 | $1.04B | 0.07% | +206,735+7.0% | Added |
| Janus Henderson Group PLC | 3,066,354 | $1.03B | 0.57% | +15,825+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,681,617 | $877.3M | 2.15% | +20,881+0.8% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,764,015 | $577.1M | 5.06% | −158,733−8.3% | Reduced |
| WCM Investment Management, LLC | 1,635,354 | $550.9M | 1.42% | −6,261−0.4% | Reduced |
| State Street Corp | 1,679,585 | $549.5M | 0.02% | +9,049+0.5% | Added |
| Geode Capital Management, LLC | 1,560,478 | $509.5M | 0.04% | +100,536+6.9% | Added |
| Dodge & Cox | 1,523,460 | $498.4M | 0.28% | +1,053,351+224.1% | Added |
| Massachusetts Financial Services Co | 1,516,060 | $496.0M | 0.16% | +400,352+35.9% | Added |
| Winslow Capital Management, LLC | 1,457,701 | $476.9M | 1.90% | +1,457,701 | New |
| Samlyn Capital, LLC | 1,401,255 | $458.4M | 7.55% | −171,821−10.9% | Reduced |
| JPMorgan Chase & Co | 1,304,780 | $426.8M | 0.03% | +105,665+8.8% | Added |
| Morgan Stanley | 1,205,726 | $394.4M | 0.03% | +177,880+17.3% | Added |
| Principal Financial Group Inc | 1,038,683 | $339.8M | 0.19% | +971,814+1,453.3% | Added |
| Darlington Partners Capital Management, LP | 970,737 | $317.6M | 10.61% | +32,383+3.5% | Added |
| Jennison Associates LLC | 959,371 | $313.8M | 0.22% | +851,115+786.2% | Added |
| Norges Bank | 928,320 | $303.7M | 0.04% | −8,090−0.9% | Reduced |
| Bank of America Corp | 923,690 | $302.2M | 0.03% | +586,631+174.0% | Added |
| SurgoCap Partners LP | 906,442 | $296.5M | 14.65% | +197,172+27.8% | Added |
| Egerton Capital (UK) LLP | 871,265 | $285.0M | 3.29% | +613,555+238.1% | Added |
| Raymond James Financial Inc | 860,014 | $281.3M | 0.11% | −46,487−5.1% | Reduced |
| Dimensional Fund Advisors LP | 842,939 | $275.8M | 0.07% | −3,128−0.4% | Reduced |
| Westfield Capital Management Co LP | 830,099 | $271.6M | 1.32% | +124,180+17.6% | Added |
| Alliancebernstein L.P. | 759,206 | $248.4M | 0.09% | +642,503+550.5% | Added |
| TD Asset Management Inc | 681,885 | $223.1M | 0.21% | −159,334−18.9% | Reduced |
| Marshall Wace, LLP | 677,236 | $221.6M | 0.30% | +173,060+34.3% | Added |
| Clarkston Capital Partners, LLC | 674,227 | $220.6M | 4.35% | −198,056−22.7% | Reduced |
| Wellington Management Group LLP | 658,593 | $215.5M | 0.04% | +507,923+337.1% | Added |
| Third Point LLCSuperinvestorThird Point | 625,000 | $204.5M | 3.21% | −30,000−4.6% | Reduced |
| UBS Asset Management Americas Inc | 607,561 | $198.8M | 0.05% | +25,916+4.5% | Added |
| Wells Fargo & Company | 595,845 | $194.9M | 0.05% | +91,257+18.1% | Added |
| American Century Companies Inc | 588,800 | $192.6M | 0.12% | +99,220+20.3% | Added |
| Epoch Investment Partners, Inc. | 585,566 | $191.6M | 0.99% | −140,006−19.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 539,104 | $176.4M | 1.57% | +6,700+1.3% | Added |
| Eminence Capital, LP | 523,113 | $171.1M | 2.86% | −35,534−6.4% | Reduced |
| Northern Trust Corp | 517,362 | $169.2M | 0.03% | +26,217+5.3% | Added |
| Fairview Capital Investment Management, LLC | 469,958 | $153.7M | 8.15% | −8,044−1.7% | Reduced |
| First Pacific Advisors, LP | 457,941 | $149.8M | 2.40% | −348−0.1% | Reduced |
| Bank of New York Mellon Corp | 452,733 | $148.1M | 0.03% | +490.0% | Added |
| Azora Capital LP | 442,434 | $144.7M | 9.82% | +26,249+6.3% | Added |
| Agf Management Ltd | 437,444 | $143.1M | 0.76% | +2,388+0.5% | Added |
| Southpoint Capital Advisors LP | 400,000 | $130.9M | 3.15% | −200,000−33.3% | Reduced |
| Palestra Capital Management LLC | 399,210 | $130.6M | 5.26% | +70,924+21.6% | Added |
| Junto Capital Management LP | 397,366 | $130.0M | 2.98% | −8,624−2.1% | Reduced |
| Artisan Partners Limited Partnership | 389,730 | $127.5M | 0.21% | −28,143−6.7% | Reduced |
| Envestnet Asset Management Inc | 384,482 | $125.8M | 0.04% | +50,558+15.1% | Added |
| SEI Investments Co | 379,061 | $124.0M | 0.16% | +263,329+227.5% | Added |
| Charles Schwab Investment Management Inc | 354,001 | $115.8M | 0.02% | +18,252+5.4% | Added |
| Legal & General Group Plc | 344,079 | $112.6M | 0.03% | +37,161+12.1% | Added |
| Ameriprise Financial Inc | 339,001 | $110.9M | 0.03% | −39,260−10.4% | Reduced |
| Holocene Advisors, LP | 334,971 | $109.6M | 0.32% | +101,806+43.7% | Added |
| Canada Pension Plan Investment Board | 329,607 | $107.8M | 0.10% | −30,971−8.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 329,178 | $107.7M | 0.23% | −68,418−17.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 320,780 | $104.9M | 1.89% | −266,941−45.4% | Reduced |
| Macquarie Group Ltd | 297,130 | $97.2M | 0.12% | +10,136+3.5% | Added |
| HMI Capital Management, L.P. | 286,711 | $93.8M | 5.11% | −114,532−28.5% | Reduced |
| Price T Rowe Associates Inc | 279,850 | $91.6M | 0.01% | +16,582+6.3% | Added |
| Gilder Gagnon Howe & Co LLC | 272,938 | $89.3M | 1.17% | −3,403−1.2% | Reduced |
| Hudson Bay Capital Management LP | 252,579 | $82.6M | 0.52% | +66,644+35.8% | Added |
| APG Asset Management N.V. | 257,260 | $77.9M | 0.24% | +212,760+478.1% | Added |
| Manufacturers Life Insurance Company, The | 235,994 | $77.2M | 0.07% | −11,620−4.7% | Reduced |
| Alyeska Investment Group, L.P. | 228,371 | $74.7M | 0.30% | −188,242−45.2% | Reduced |
| Bridgewater Associates, LP | 222,873 | $72.9M | 0.34% | +157,989+243.5% | Added |
| UBS Group AG | 210,355 | $68.8M | 0.02% | +24,185+13.0% | Added |
| Goldman Sachs Group Inc | 209,126 | $68.4M | 0.01% | +1,089+0.5% | Added |
| Truist Financial Corp | 205,485 | $67.2M | 0.11% | +13,332+6.9% | Added |
| Employees Retirement System of Texas | 197,600 | $64.6M | 0.59% | −33,900−14.6% | Reduced |
| Stifel Financial Corp | 187,258 | $61.3M | 0.07% | +21,967+13.3% | Added |
| Captrust Financial Advisors | 186,742 | $61.1M | 0.15% | −29,128−13.5% | Reduced |
| Nuveen, LLC | 186,039 | $60.9M | 0.02% | +186,039 | New |
| D. E. Shaw & Co., Inc. | 178,183 | $58.3M | 0.07% | −6,375−3.5% | Reduced |
| Royal Bank of Canada | 175,855 | $57.5M | 0.01% | +5,769+3.4% | Added |
| Brown Brothers Harriman & Co | 175,487 | $57.4M | 0.40% | +3,721+2.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 172,729 | $56.5M | 0.04% | −295−0.2% | Reduced |
| Franklin Resources Inc | 167,348 | $54.7M | 0.02% | +15,029+9.9% | Added |
| First Trust Advisors LP | 165,607 | $54.2M | 0.05% | +155,584+1,552.3% | Added |
| Bamco Inc | 165,251 | $54.1M | 0.16% | +45,547+38.0% | Added |
| Comerica Bank | 159,475 | $52.2M | 0.22% | +33,931+27.0% | Added |
| Deutsche Bank AG | 158,776 | $51.9M | 0.02% | −16,285−9.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 147,478 | $49.4M | 0.09% | +147,478 | New |
| Standard Life Aberdeen plc | 138,019 | $45.4M | 0.09% | −78,731−36.3% | Reduced |
| California Public Employees Retirement System | 137,305 | $44.9M | 0.03% | −3,686−2.6% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 135,474 | $44.3M | 0.07% | −60,000−30.7% | Reduced |
| Danske Bank A/S | 130,642 | $42.7M | 0.13% | +57,382+78.3% | Added |
| Voloridge Investment Management, LLC | 130,308 | $42.6M | 0.16% | +127,862+5,227.4% | Added |
| Millennium Management LLC | 126,276 | $41.3M | 0.04% | −773,101−86.0% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 125,000 | $40.9M | 0.73% | +125,000 | New |
| Coronation Fund Managers Ltd. | 123,333 | $40.3M | 2.19% | −63,675−34.0% | Reduced |
| LPL Financial LLC | 118,229 | $38.7M | 0.02% | +2,956+2.6% | Added |
| Artemis Investment Management LLP | 114,780 | $37.5M | 0.58% | +32,044+38.7% | Added |
| National Pension Service | 114,321 | $37.4M | 0.04% | −5,403−4.5% | Reduced |
| California State Teachers Retirement System | 113,592 | $37.2M | 0.05% | +305+0.3% | Added |
| Buckingham Strategic Partners | 112,946 | $36.9M | 0.56% | +8,417+8.1% | Added |
| Family Wealth Partners, LLC | 111,945 | $36.6M | 16.72% | +4,084+3.8% | Added |
| Man Group plc | 110,313 | $36.1M | 0.11% | −27,255−19.8% | Reduced |
| Invesco Ltd. | 101,253 | $33.1M | 0.01% | +526+0.5% | Added |
| Rhumbline Advisers | 101,234 | $33.1M | 0.03% | −212−0.2% | Reduced |