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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.

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.

Institutional holdersQ1 2025: 788 institutions
Q1 2021: 398 institutionsQ2 2021: 419 institutionsQ3 2021: 423 institutionsQ4 2021: 435 institutionsQ1 2022: 481 institutionsQ2 2022: 534 institutionsQ3 2022: 583 institutionsQ4 2022: 632 institutionsQ1 2023: 615 institutionsQ2 2023: 590 institutionsQ3 2023: 601 institutionsQ4 2023: 621 institutionsQ1 2024: 650 institutionsQ2 2024: 677 institutionsQ3 2024: 646 institutionsQ4 2024: 725 institutionsQ1 2025: 788 institutionsQ2 2025: 802 institutionsQ3 2025: 759 institutionsQ4 2025: 826 institutionsQ1 2026: 769 institutionsQ2 2026: 768 institutions
Value heldQ1 2025: $25.5B
Q1 2021: $11.0BQ2 2021: $10.3BQ3 2021: $12.1BQ4 2021: $12.3BQ1 2022: $14.3BQ2 2022: $15.1BQ3 2022: $17.2BQ4 2022: $16.5BQ1 2023: $15.1BQ2 2023: $15.6BQ3 2023: $17.1BQ4 2023: $16.2BQ1 2024: $19.2BQ2 2024: $20.1BQ3 2024: $16.8BQ4 2024: $23.3BQ1 2025: $25.5BQ2 2025: $29.8BQ3 2025: $26.1BQ4 2025: $29.0BQ1 2026: $24.8BQ2 2026: $23.3B
Institutions holding LPLA and their total value by quarter
QuarterHoldersValue
Q2 2026768$23.3B
Q1 2026769$24.8B
Q4 2025826$29.0B
Q3 2025759$26.1B
Q2 2025802$29.8B
Q1 2025788$25.5B
Q4 2024725$23.3B
Q3 2024646$16.8B
Q2 2024677$20.1B
Q1 2024650$19.2B
Q4 2023621$16.2B
Q3 2023601$17.1B
Q2 2023590$15.6B
Q1 2023615$15.1B
Q4 2022632$16.5B
Q3 2022583$17.2B
Q2 2022534$15.1B
Q1 2022481$14.3B
Q4 2021435$12.3B
Q3 2021423$12.1B
Q2 2021419$10.3B
Q1 2021398$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.

Institutions holding LPLA in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.1$00.00%+1New
Halbert Hargrove Global Advisors, LLC0$1510.00%0New
Creative Financial Designs Inc1$3270.00%−5−83.3%Reduced
Rothschild Investment LLC1$3270.00%00.0%Unchanged
Activest Wealth Management1$3270.00%00.0%Unchanged
American National Bank1$3270.00%+1New
HHM Wealth Advisors, LLC1$3280.00%00.0%Unchanged
Blume Capital Management, Inc.1$3280.00%+1New
American Capital Advisory, LLC1$3280.00%+1New
Principia Wealth Advisory, LLC2$6380.00%00.0%Unchanged
Abound Financial, LLC2$6390.00%+2New
Pacer Advisors, Inc.2$6540.00%00.0%Unchanged
Raffa Wealth Management, LLC2$6540.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC2$6540.00%+2New
Eq Wealth Advisors, LLC2$6540.00%+2New
Kestra Investment Management, LLC2$6550.00%−2−50.0%Reduced
Manchester Capital Management LLC2$6550.00%+1+100.0%Added
WealthTrak Capital Management LLC2$6550.00%+1+100.0%Added
Wood Tarver Financial Group, LLC2$6550.00%00.0%Unchanged
Rialto Wealth Management, LLC2$6550.00%+2New
HFM Investment Advisors, LLC2$6550.00%+2New
Winnow Wealth LLC3$7090.00%+1+50.0%Added
Parkworth Wealth Management, Inc.3$9810.00%00.0%Unchanged
Rakuten Securities, Inc.3$9810.00%+2+200.0%Added
Transamerica Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC3$1.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC4$1.31K0.00%+4New
Bokf, NA4$1.31K0.00%00.0%Unchanged
Continuum Advisory, LLC4$1.31K0.00%00.0%Unchanged
Dogwood Wealth Management LLC4$1.31K0.00%+4New
Trust Co of Vermont5$1.64K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC5$1.64K0.00%00.0%Unchanged
Motco5$1.64K0.00%+5New
Cromwell Holdings LLC5$1.64K0.00%+5New
Washington Trust Co6$1.96K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.6$1.96K0.00%+6New
Avion Wealth7$2.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA5$2.00K0.00%+5New
Sound Income Strategies, LLC7$2.29K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC7$2.29K0.04%+7New
Fortitude Family Office, LLC8$2.62K0.00%−11−57.9%Reduced
First United Bank Trust8$2.62K0.00%+8New
Harbour Investments, Inc.9$2.94K0.00%+2+28.6%Added
True Wealth Design, LLC9$2.94K0.00%+7+350.0%Added
Hughes Financial Services, LLC9$3.01K0.00%+9New
Rosenberg Matthew Hamilton10$3.27K0.00%00.0%Unchanged
Sierra Ocean, LLC10$3.27K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC11$3.60K0.00%+11New
Sachetta, LLC12$3.93K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC12$3.93K0.00%00.0%Unchanged
SJS Investment Consulting Inc.13$4.25K0.00%00.0%Unchanged
Atlantic Trust, LLC13$4.25K0.00%+13New
Bruce G. Allen Investments, LLC14$4.58K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC15$4.91K0.00%00.0%Unchanged
Marshall Investment Management, LLC15$4.91K0.00%+15New
MV Capital Management, Inc.15$4.91K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.17$5.56K0.00%−1−5.6%Reduced
Financial Network Wealth Advisors LLC17$5.56K0.01%+11+183.3%Added
Cranbrook Wealth Management, LLC19$6.22K0.00%00.0%Unchanged
CNB Bank19$6.22K0.00%00.0%Unchanged
Tidemark, LLC20$6.54K0.00%+20New
Compass Planning Associates Inc21$6.90K0.01%00.0%Unchanged
Concord Wealth Partners24$7.85K0.00%00.0%Unchanged
ESL Trust Services, LLC25$8.18K0.00%00.0%Unchanged
Operose Advisors LLC27$8.83K0.00%00.0%Unchanged
Saudi Central Bank29$9.49K0.05%+29New
Center for Financial Planning, Inc.30$9.85K0.00%00.0%Unchanged
Citizens National Bank Trust Department31$10.1K0.00%+31New
Larson Financial Group LLC32$10.5K0.00%+30+1,500.0%Added
Cornerstone Planning Group LLC35$10.9K0.00%+34+3,400.0%Added
High Note Wealth, LLC34$11.1K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.36$11.8K0.00%00.0%Unchanged
SBI Securities Co., Ltd.37$12.1K0.00%−9−19.6%Reduced
Alaska Permanent Fund Corp38$12.2K0.00%00.0%Unchanged
AdvisorNet Financial, Inc38$12.4K0.00%+18+90.0%Added
South State Corp.39$12.8K0.00%+15+62.5%Added
CVA Family Office, LLC41$13.4K0.00%+8+24.2%Added
Wolff Wiese Magana LLC42$13.7K0.01%+20+90.9%Added
TD Waterhouse Canada Inc.43$14.4K0.00%+8+22.9%Added
Global Wealth Strategies & Associates44$14.4K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC48$15.7K0.00%−30−38.5%Reduced
Private Wealth Management Group, LLC49$16.0K0.01%00.0%Unchanged
Global Financial Private Client, LLC49$16.0K0.01%+7+16.7%Added
Eastern Bank50$16.4K0.00%00.0%Unchanged
PSI Advisors, LLC50$16.4K0.01%00.0%Unchanged
WealthCollab, LLC50$16.4K0.01%00.0%Unchanged
Park Place Capital Corp54$17.7K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC54$17.7K0.00%+54New
Bell Investment Advisors, Inc57$18.6K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.63$20.6K0.01%+40+173.9%Added
Hemington Wealth Management67$21.0K0.00%+14+26.4%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA65$21.3K0.01%00.0%Unchanged
Wayfinding Financial, LLC68$22.0K0.01%+68New
JFS Wealth Advisors, LLC68$22.2K0.00%+2+3.0%Added
Bank of Jackson Hole Trust64$23.8K0.02%+64New
Clear Street Markets LLC80$26.2K0.02%+80New
Binnacle Investments Inc80$26.2K0.02%+80New
Wealth Advisors of Tampa Bay, LLC81$26.5K0.01%+81New
Plato Investment Management Ltd81$26.8K0.00%00.0%Unchanged
IAG Wealth Partners, LLC84$27.3K0.00%00.0%Unchanged