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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.

Q1 2025 vs. Q4 2024

How the institutions holding LPL Financial Holdings Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of LPLA: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders72510788+73
Shares71.3M229.5K78.0M+6.92M (+9.7%)
Value$23.3B$74.9M$25.5B+$2.34B (+10.1%)

10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (130)

Institutions that held LPL Financial Holdings Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 130 by value.

Institutions new to LPLA in Q1 2025
InstitutionSharesValue% of portfolio
Winslow Capital Management, LLC1,457,701$476.9M1.90%
Nuveen, LLC186,039$60.9M0.02%
Allspring Global Investments Holdings, LLC147,478$49.4M0.09%
Soros Fund Management LLCSuperinvestorSoros Fund Management125,000$40.9M0.73%
Ceredex Value Advisors LLC93,875$30.7M0.67%
Burkehill Global Management, LP85,000$27.8M2.07%
Railway Pension Investments Ltd76,500$25.0M0.36%
Eisler Capital Management Ltd.74,386$24.4M0.73%
SCS Capital Management LLC72,528$23.7M0.30%
Blackstone Group Inc.70,000$22.9M0.10%
GW&K Investment Management, LLC53,776$17.6M0.16%
Seven Grand Managers, LLC50,000$16.4M3.82%
Pamalican Asset Management Ltd50,000$16.4M32.13%
Renaissance Technologies LLC35,500$11.6M0.02%
Davidson Kempner Capital Management LP31,000$9.92M0.14%
Boothbay Fund Management, LLC29,084$9.51M0.34%
Quadrature Capital Ltd28,823$9.43M0.21%
La Banque Postale Asset Management SA21,973$7.19M0.11%
Sculptor Capital LP20,000$6.54M0.15%
Castleark Management LLC19,890$6.51M0.23%
Weiss Asset Management LP12,500$4.09M0.11%
Polymer Capital Management (US) LLC12,500$4.09M1.24%
Gillson Capital LP12,500$4.09M0.35%
Estate Counselors, LLC12,430$4.07M0.42%
Otter Creek Advisors, LLC10,845$3.55M2.47%
Genus Capital Management Inc.10,095$3.30M0.48%
Edgestream Partners, L.P.10,058$3.29M0.11%
HBK Investments L P10,000$3.27M0.06%
Ovata Capital Management Ltd10,000$3.27M1.24%
XTX Topco Ltd9,355$3.06M0.16%
Bain Capital Public Equity Management II, LLC9,308$3.05M0.24%
OP Asset Management Ltd8,106$2.65M0.04%
UBS Oconnor LLC7,500$2.45M0.06%
Symmetry Investments LP7,500$2.45M0.22%
Siren, L.L.C.7,500$2.45M0.14%
Quantitative Investment Management, LLC7,296$2.39M0.22%
OV Management LLC7,000$2.29M1.07%
SG Americas Securities, LLC6,987$2.29M0.01%
SummitTX Capital, L.P.6,614$2.16M0.10%
FORA Capital, LLC5,283$1.73M0.18%
VestGen Advisors, LLC5,184$1.70M0.08%
Kentucky Retirement Systems5,082$1.66M0.05%
Maven Securities LTD5,000$1.64M0.36%
Woodline Partners LP5,000$1.64M0.01%
Kerusso Capital Management LLC4,975$1.63M1.04%
STRS Ohio4,157$1.36M0.01%
AG2R la Mondiale Gestion D'Actifs3,183$1.23M0.07%
Cookson Peirce & Co Inc3,643$1.19M0.06%
EFG Asset Management (North America) Corp.3,025$990.1K0.16%
Banque Cantonale Vaudoise2,955$967.0K0.04%
Sowell Financial Services LLC2,926$957.1K0.04%
Friedenthal Financial2,902$949.4K0.57%
Bank of Nova Scotia2,876$940.9K0.00%
Legacy Capital Group California, Inc.2,539$830.6K0.29%
Alerus Financial NA2,422$792.3K0.06%
EFG Asset Management (Americas) Corp.2,406$787.1K0.16%
Martingale Asset Management L P2,253$737.0K0.02%
Kentucky Retirement Systems Insurance Trust Fund2,164$707.9K0.05%
ASR Vermogensbeheer N.V.2,132$697.5K0.01%
Rakuten Investment Management, Inc.2,066$696.0K0.00%
Gladstone Institutional Advisory LLC2,019$660.5K0.03%
Machina Capital S.A.S.1,944$636.0K0.19%
Procyon Private Wealth Partners, LLC1,910$624.9K0.04%
Transcend Wealth Collective, LLC1,568$513.0K0.04%
Fairtree Asset Management (Pty) Ltd1,453$475.3K0.38%
Brighton Jones LLC1,210$396.0K0.01%
Insigneo Advisory Services, LLC1,193$390.1K0.04%
Fox Run Management, L.L.C.1,035$338.6K0.05%
Jump Financial, LLC1,009$330.1K0.00%
Raiffeisen Bank International AG962$324.1K0.01%
Stevens Capital Management LP991$324.0K0.08%
Keybank National Association949$310.5K0.00%
Kestra Private Wealth Services, LLC888$290.5K0.00%
Siemens Fonds Invest GmbH859$281.0K0.02%
Advisor Resource Council852$278.7K0.02%
Wealthspire Advisors, LLC791$258.8K0.00%
Gilbert & Cook, Inc.791$258.8K0.04%
Philip James Wealth Mangement, LLC771$252.3K0.03%
Founders Financial Alliance, LLC753$246.3K0.06%
Checchi Capital Advisers, LLC718$234.9K0.02%
Bain Capital Public Equity, LP692$226.4K0.25%
WP Advisors, LLC681$222.9K0.07%
Fifth Third Wealth Advisors LLC654$213.9K0.01%
PUREfi Wealth, LLC626$204.8K0.20%
Maltese Capital Management LLC500$163.6K0.03%
LTS One Management LP500$163.6K0.05%
University of Texas/Texas Am Investment Managment Co463$151.5K0.03%
Groupe la Francaise376$125.3K0.00%
Simplex Trading, LLC375$122.0K0.00%
Acadian Asset Management LLC371$121.0K0.00%
Smallwood Wealth Investment Management, LLC312$102.1K0.06%
Boston Private Wealth LLC276$90.3K0.00%
Flaharty Asset Management, LLC256$83.7K0.01%
Alpine Bank Wealth Management232$75.9K0.01%
von Borstel & Associates, Inc.203$66.0K0.02%
Washington Trust Advisors, Inc.185$60.6K0.01%
Carolinas Wealth Consulting LLC170$55.6K0.01%
Private Wealth Asset Management, LLC137$44.8K0.01%
City Holding Co103$33.7K0.00%
Wealth Advisors of Tampa Bay, LLC81$26.5K0.01%

Sold out (57)

Institutions that held LPL Financial Holdings Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of LPLA in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Citadel Advisors LLC300,199$98.0M
Point72 Asset Management, L.P.147,089$48.0M
ExodusPoint Capital Management, LP135,475$44.2M
Tybourne Capital Management (HK) Ltd77,285$25.2M
Castle Hook Partners LP76,135$24.9M
Rivermont Capital Management LP60,062$19.6M
Pinebridge Investments, L.P.21,451$7.00M
HRT Financial LP20,801$6.79M
Crestline Management, LP19,783$6.46M
Twinbeech Capital LP16,217$5.30M
Pinnbrook Capital Management LP15,285$4.99M
Arrowstreet Capital, Limited Partnership13,202$4.31M
Cobalt Capital Management, Inc.12,000$3.92M
Banco BTG Pactual S.A.10,000$3.28M
FJ Capital Management LLC8,946$2.92M
First Hawaiian Bank5,293$1.73M
WMS Partners, LLC5,005$1.63M
Bleakley Financial Group, LLC4,857$1.59M
Scientech Research LLC3,698$1.21M
Fieldview Capital Management, LLC3,532$1.15M
Generali Asset Management SPA SGR3,159$1.03M
Proequities, Inc.2,555$911.6K
Belpointe Asset Management LLC3,691$828.1K
Jacobs Levy Equity Management, Inc2,344$765.3K
Oak Thistle LLC1,991$650.1K
Fortis Capital Advisors, LLC2,722$610.7K
Winton Group Ltd1,851$604.4K
Bridgefront Capital, LLC1,733$565.8K
Gsa Capital Partners LLP1,718$561.0K
Oppenheimer & Co Inc1,652$539.4K
Nomura Holdings Inc1,649$538.4K
Farringdon Capital, Ltd.1,572$513.3K
Ironwood Investment Counsel, LLC1,370$447.3K
Entropy Technologies, LP1,292$421.9K
ProShare Advisors LLC1,100$359.2K
111 Capital1,096$357.9K
MIG Capital, LLC1,026$335.0K
Two Sigma Securities, LLC993$324.2K
Pzena Investment Management LLC900$293.9K
RMB Capital Management, LLC801$261.5K
Virtu Financial LLC798$260.0K
Abn Amro Investment Solutions774$252.7K
Icapital Wealth LLC760$248.1K
First County Bank756$246.8K
Kingsview Wealth Management, LLC741$241.9K
WealthCare Investment Partners, LLC677$221.9K
Catalytic Wealth RIA, LLC663$216.5K
Dai-Ichi Life Insurance Company, Ltd629$205.4K
Fedenia Advisers LLC572$186.8K
Point72 (DIFC) Ltd332$108.3K
Tortoise Investment Management, LLC266$86.9K
Quarry LP210$68.6K
Raleigh Capital Management Inc.16$5.22K
Coppell Advisory Solutions LLC8$2.62K
ZRC Wealth Management, LLC5$1.64K
Tucker Asset Management LLC4$1.31K
Talon Private Wealth, LLC2$653

Not filed for Q1 2025 yet (10)

Institutions that held LPL Financial Holdings Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LPLA in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC188,913$61.7M
Swedbank AB22,487$7.34M
TrinityPoint Wealth, LLC5,689$1.86M
Stenger Family Office, LLC5,625$1.84M
Chiron Investment Management, LLC3,687$1.20M
Wetherby Asset Management Inc1,122$366.3K
Vise Technologies, Inc.1,047$342.0K
Kolinsky Wealth Management, LLC650$212.2K
Global Retirement Partners, LLC273$89.3K
Cassady Schiller Wealth Management, LLC3$980