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 |
|---|---|---|---|---|---|
| Global X Japan Co., Ltd. | 87 | $28.5K | 0.00% | −13−13.0% | Reduced |
| Millstone Evans Group, LLC | 87 | $28.5K | 0.02% | +48+123.1% | Added |
| Graney & King, LLC | 93 | $30.5K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 97 | $31.7K | 0.00% | +68+234.5% | Added |
| Massmutual Trust Co FSB | 100 | $32.7K | 0.00% | +39+63.9% | Added |
| City Holding Co | 103 | $33.7K | 0.00% | +103 | New |
| TCTC Holdings, LLC | 104 | $34.0K | 0.00% | +56+116.7% | Added |
| Meeder Asset Management Inc | 113 | $37.0K | 0.00% | −449−79.9% | Reduced |
| Riverview Trust Co | 113 | $37.0K | 0.04% | −2−1.7% | Reduced |
| Geneos Wealth Management Inc. | 118 | $38.6K | 0.00% | −15−11.3% | Reduced |
| Smithfield Trust Co | 119 | $39.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 120 | $39.3K | 0.00% | −1,093−90.1% | Reduced |
| Fourth Dimension Wealth, LLC | 123 | $40.1K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 115 | $42.8K | 0.01% | −17−12.9% | Reduced |
| Capital Analysts, LLC | 135 | $44.0K | 0.00% | −21−13.5% | Reduced |
| Private Wealth Asset Management, LLC | 137 | $44.8K | 0.01% | +137 | New |
| MCF Advisors LLC | 138 | $45.1K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 140 | $45.8K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 144 | $47.1K | 0.01% | +36+33.3% | Added |
| Covestor Ltd | 160 | $53.0K | 0.04% | +64+66.7% | Added |
| CoreCap Advisors, LLC | 169 | $55.4K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 170 | $55.6K | 0.01% | +170 | New |
| FIL Ltd | 172 | $56.3K | 0.00% | +5+3.0% | Added |
| Spire Wealth Management | 174 | $57.0K | 0.00% | +28+19.2% | Added |
| Sandy Spring Bank | 175 | $57.3K | 0.00% | −5−2.8% | Reduced |
| Atala Financial Inc | 180 | $58.9K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 181 | $59.2K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 181 | $59.2K | 0.01% | +167+1,192.9% | Added |
| SRS Capital Advisors, Inc. | 184 | $60.2K | 0.00% | +21+12.9% | Added |
| Washington Trust Advisors, Inc. | 185 | $60.6K | 0.01% | +185 | New |
| von Borstel & Associates, Inc. | 203 | $66.0K | 0.02% | +203 | New |
| Skopos Labs, Inc. | 218 | $71.3K | 0.02% | +20+10.1% | Added |
| Hexagon Capital Partners LLC | 225 | $73.6K | 0.01% | −16−6.6% | Reduced |
| IFP Advisors, Inc | 229 | $74.8K | 0.00% | +73+46.8% | Added |
| Compass Financial Services Inc | 229 | $75.0K | 0.04% | +29+14.5% | Added |
| Huntington National Bank | 232 | $75.9K | 0.00% | +164+241.2% | Added |
| Alpine Bank Wealth Management | 232 | $75.9K | 0.01% | +232 | New |
| Flaharty Asset Management, LLC | 256 | $83.7K | 0.01% | +256 | New |
| Cullen/Frost Bankers, Inc. | 274 | $89.7K | 0.00% | −1,240−81.9% | Reduced |
| Boston Private Wealth LLC | 276 | $90.3K | 0.00% | +276 | New |
| NBT Bank N A | 296 | $96.8K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 298 | $100.3K | 0.00% | +160+115.9% | Added |
| Smallwood Wealth Investment Management, LLC | 312 | $102.1K | 0.06% | +312 | New |
| Arlington Trust Co LLC | 315 | $103.0K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 330 | $107.7K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 346 | $113.0K | 0.01% | +73+26.7% | Added |
| Smartleaf Asset Management LLC | 341 | $114.9K | 0.01% | −45−11.7% | Reduced |
| Penserra Capital Management LLC | 356 | $116.0K | 0.00% | +16+4.7% | Added |
| Central Trust Co | 357 | $116.8K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 371 | $121.0K | 0.00% | +371 | New |
| Simplex Trading, LLC | 375 | $122.0K | 0.00% | +375 | New |
| Groupe la Francaise | 376 | $125.3K | 0.00% | +376 | New |
| Farther Finance Advisors, LLC | 382 | $127.9K | 0.00% | −50−11.6% | Reduced |
| Headlands Technologies LLC | 396 | $129.5K | 0.01% | −11,973−96.8% | Reduced |
| Gables Capital Management Inc. | 400 | $130.9K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 422 | $138.1K | 0.00% | −10−2.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 463 | $151.5K | 0.03% | +463 | New |
| GAMMA Investing LLC | 476 | $155.7K | 0.01% | +119+33.3% | Added |
| Whipplewood Advisors, LLC | 477 | $159.0K | 0.09% | −35−6.8% | Reduced |
| Natixis | 483 | $159.3K | 0.00% | +112+30.2% | Added |
| Elgethun Capital Management | 493 | $161.3K | 0.04% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 500 | $163.6K | 0.02% | 00.0% | Unchanged |
| LTS One Management LP | 500 | $163.6K | 0.05% | +500 | New |
| Maltese Capital Management LLC | 500 | $163.6K | 0.03% | +500 | New |
| WPG Advisers, LLC | 510 | $166.8K | 0.16% | −47−8.4% | Reduced |
| Allworth Financial LP | 531 | $167.8K | 0.00% | +67+14.4% | Added |
| Colonial Trust Co | 555 | $181.5K | 0.03% | +50+9.9% | Added |
| United Community Bank | 565 | $184.8K | 0.07% | −5−0.9% | Reduced |
| LRI Investments, LLC | 577 | $188.8K | 0.02% | −346−37.5% | Reduced |
| Mattson Financial Services, LLC | 594 | $194.3K | 0.06% | +78+15.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $196.3K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 612 | $200.2K | 0.01% | −164−21.1% | Reduced |
| Great Diamond Partners, LLC | 614 | $200.9K | 0.05% | −35−5.4% | Reduced |
| R Squared Ltd | 620 | $202.8K | 0.22% | +380+158.3% | Added |
| Eagle Bay Advisors LLC | 624 | $204.1K | 0.17% | +13+2.1% | Added |
| PUREfi Wealth, LLC | 626 | $204.8K | 0.20% | +626 | New |
| Quantum Financial Advisors, LLC | 636 | $208.1K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 638 | $208.8K | 0.05% | −24−3.6% | Reduced |
| Natural Investments, LLC | 647 | $211.0K | 0.06% | −4−0.6% | Reduced |
| Norden Group LLC | 653 | $213.6K | 0.02% | +12+1.9% | Added |
| Fifth Third Wealth Advisors LLC | 654 | $213.9K | 0.01% | +654 | New |
| Fifth Third Bancorp | 658 | $215.3K | 0.00% | +614+1,395.5% | Added |
| Security Financial Services, INC. | 659 | $215.6K | 0.04% | +2+0.3% | Added |
| Birch Financial Group, LLC | 660 | $215.8K | 0.19% | −57−7.9% | Reduced |
| Quest Partners LLC | 667 | $218.2K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 670 | $219.3K | 0.01% | −23−3.3% | Reduced |
| Horizon Wealth Management, LLC | 675 | $220.7K | 0.04% | +54+8.7% | Added |
| Fundamentun, LLC | 675 | $220.8K | 0.01% | 00.0% | Unchanged |
| WP Advisors, LLC | 681 | $222.9K | 0.07% | +681 | New |
| Jacobi Capital Management LLC | 692 | $226.4K | 0.02% | 00.0% | Unchanged |
| Bain Capital Public Equity, LP | 692 | $226.4K | 0.25% | +692 | New |
| Advisory Services Network, LLC | 694 | $227.0K | 0.00% | −1,007−59.2% | Reduced |
| One Day In July LLC | 702 | $229.7K | 0.02% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 702 | $230.0K | 0.03% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 696 | $233.0K | 0.02% | −96−12.1% | Reduced |
| Institute for Wealth Management, LLC. | 714 | $233.6K | 0.03% | 00.0% | Unchanged |
| Baader Bank INC | 723 | $234.7K | 0.02% | +26+3.7% | Added |
| Checchi Capital Advisers, LLC | 718 | $234.9K | 0.02% | +718 | New |
| Benjamin Edwards Inc | 739 | $241.8K | 0.00% | −26−3.4% | Reduced |
| Cigna Investments Inc | 746 | $244.0K | 0.05% | 00.0% | Unchanged |