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 |
|---|---|---|---|---|---|
| Waddell & Associates, LLC | 746 | $244.0K | 0.03% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 753 | $246.3K | 0.06% | +753 | New |
| Systematic Alpha Investments, LLC | 760 | $248.6K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 795 | $250.1K | 0.03% | +119+17.6% | Added |
| Philip James Wealth Mangement, LLC | 771 | $252.3K | 0.03% | +771 | New |
| Perennial Investment Advisors, LLC | 773 | $253.2K | 0.03% | 00.0% | Unchanged |
| Intrust Bank NA | 778 | $254.5K | 0.03% | −26−3.2% | Reduced |
| Berger Financial Group, Inc | 785 | $256.8K | 0.02% | −25−3.1% | Reduced |
| Wealthspire Advisors, LLC | 791 | $258.8K | 0.00% | +791 | New |
| Gilbert & Cook, Inc. | 791 | $258.8K | 0.04% | +791 | New |
| ZWJ Investment Counsel Inc | 796 | $260.4K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 796 | $260.4K | 0.01% | −5−0.6% | Reduced |
| Cresset Asset Management, LLC | 804 | $263.1K | 0.00% | +69+9.4% | Added |
| Koshinski Asset Management, Inc. | 812 | $265.6K | 0.02% | +38+4.9% | Added |
| IFG Advisory, LLC | 813 | $266.1K | 0.01% | +80+10.9% | Added |
| Lindbrook Capital, LLC | 823 | $269.2K | 0.02% | +127+18.2% | Added |
| World Equity Group, Inc. | 829 | $271.2K | 0.08% | −891−51.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 843 | $275.8K | 0.02% | −14−1.6% | Reduced |
| Advisor Resource Council | 852 | $278.7K | 0.02% | +852 | New |
| Siemens Fonds Invest GmbH | 859 | $281.0K | 0.02% | +859 | New |
| TSFG, LLC | 864 | $283.0K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 866 | $283.3K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 876 | $286.6K | 0.02% | +42+5.0% | Added |
| Tyler-Stone Wealth Management | 877 | $286.9K | 0.05% | −199−18.5% | Reduced |
| Kestra Private Wealth Services, LLC | 888 | $290.5K | 0.00% | +888 | New |
| One Wealth Advisors, LLC | 915 | $299.3K | 0.04% | −100−9.9% | Reduced |
| Mather Group, LLC. | 919 | $300.6K | 0.00% | +3+0.3% | Added |
| ASB Consultores, LLC | 928 | $303.6K | 0.20% | −112−10.8% | Reduced |
| Camden National Bank | 938 | $306.9K | 0.05% | −166−15.0% | Reduced |
| Dakota Wealth Management | 940 | $307.5K | 0.01% | −46−4.7% | Reduced |
| Keybank National Association | 949 | $310.5K | 0.00% | +949 | New |
| V-Square Quantitative Management LLC | 956 | $312.7K | 0.05% | +81+9.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 960 | $314.1K | 0.17% | +2+0.2% | Added |
| Concurrent Investment Advisors, LLC | 965 | $315.5K | 0.01% | −99−9.3% | Reduced |
| McMahon Financial Advisors, LLC | 969 | $317.0K | 0.08% | −83−7.9% | Reduced |
| National Asset Management, Inc. | 975 | $319.0K | 0.01% | +346+55.0% | Added |
| Lifestyle Asset Management, Inc. | 981 | $320.9K | 0.18% | +83+9.2% | Added |
| Arkadios Wealth Advisors | 986 | $322.7K | 0.01% | +139+16.4% | Added |
| Good Life Advisors, LLC | 988 | $323.3K | 0.02% | +75+8.2% | Added |
| Stevens Capital Management LP | 991 | $324.0K | 0.08% | +991 | New |
| Raiffeisen Bank International AG | 962 | $324.1K | 0.01% | +962 | New |
| De Burlo Group Inc | 1,000 | $327.1K | 0.05% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,004 | $328.4K | 0.00% | +16+1.6% | Added |
| Cynosure Management, LLC | 1,005 | $328.8K | 0.05% | +120+13.6% | Added |
| Jump Financial, LLC | 1,009 | $330.1K | 0.00% | +1,009 | New |
| Forum Financial Management, LP | 1,012 | $331.1K | 0.01% | +1+0.1% | Added |
| Fox Run Management, L.L.C. | 1,035 | $338.6K | 0.05% | +1,035 | New |
| AXA S.A. | 1,037 | $339.2K | 0.00% | −94−8.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,040 | $340.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,051 | $343.2K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,063 | $348.0K | 0.00% | +158+17.5% | Added |
| State of Michigan Retirement System | 1,100 | $359.9K | 0.00% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 1,100 | $359.9K | 0.26% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,111 | $363.5K | 0.06% | +68+6.5% | Added |
| Emerald Advisers, LLC | 1,117 | $365.4K | 0.02% | −62−5.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,137 | $372.0K | 0.00% | +1,090+2,319.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,149 | $375.9K | 0.00% | −29−2.5% | Reduced |
| Cetera Trust Company, N.A | 1,155 | $377.8K | 0.24% | 00.0% | Unchanged |
| Summit Investment Advisors, Inc. | 1,147 | $379.9K | 0.34% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 1,168 | $382.1K | 0.40% | +162+16.1% | Added |
| Archer Investment Corp | 1,169 | $382.3K | 0.10% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,172 | $383.4K | 0.00% | −260−18.2% | Reduced |
| Bridges Investment Management Inc | 1,186 | $388.0K | 0.01% | +1+0.1% | Added |
| Insigneo Advisory Services, LLC | 1,193 | $390.1K | 0.04% | +1,193 | New |
| Moody Lynn & Lieberson, LLC | 1,200 | $392.6K | 0.03% | 00.0% | Unchanged |
| Impact Investors, Inc | 1,205 | $394.2K | 0.31% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,210 | $396.0K | 0.01% | +1,210 | New |
| United Capital Financial Advisers, LLC | 1,227 | $401.4K | 0.00% | +24+2.0% | Added |
| Assetmark, Inc | 1,227 | $401.4K | 0.00% | +648+111.9% | Added |
| J.Safra Asset Management Corp | 1,234 | $403.7K | 0.03% | +600+94.6% | Added |
| SFG Wealth Management, LLC. | 1,238 | $405.0K | 0.20% | −115−8.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,254 | $410.2K | 0.03% | −157−11.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,261 | $412.5K | 0.31% | +1,256+25,120.0% | Added |
| Apollon Wealth Management, LLC | 1,267 | $414.5K | 0.01% | +295+30.3% | Added |
| Los Angeles Capital Management LLC | 1,293 | $423.0K | 0.00% | −20−1.5% | Reduced |
| Shell Asset Management Co | 1,310 | $429.0K | 0.02% | −155−10.6% | Reduced |
| Metis Global Partners, LLC | 1,312 | $429.2K | 0.01% | +297+29.3% | Added |
| Corebridge Financial, Inc. | 1,322 | $432.5K | 0.00% | −51−3.7% | Reduced |
| Sequoia Financial Advisors, LLC | 1,331 | $435.6K | 0.00% | +88+7.1% | Added |
| Sagespring Wealth Partners, LLC | 1,338 | $437.6K | 0.01% | +4+0.3% | Added |
| DGS Capital Management, LLC | 1,344 | $439.7K | 0.12% | +103+8.3% | Added |
| Net Worth Advisory Group | 1,353 | $442.5K | 0.14% | +320+31.0% | Added |
| Legacy Financial Group LLC | 1,366 | $446.9K | 0.07% | 00.0% | Unchanged |
| Spahn Wealth & Retirement LLC | 1,386 | $453.4K | 0.33% | −14−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,396 | $456.7K | 0.07% | +17+1.2% | Added |
| Thrive Wealth Management, LLC | 1,404 | $459.3K | 0.09% | +168+13.6% | Added |
| Globeflex Capital L P | 1,420 | $464.5K | 0.04% | 00.0% | Unchanged |
| Old National Bancorp | 1,424 | $465.8K | 0.01% | −1,782−55.6% | Reduced |
| Beacon Pointe Advisors, LLC | 1,450 | $474.3K | 0.01% | +1+0.1% | Added |
| Fairtree Asset Management (Pty) Ltd | 1,453 | $475.3K | 0.38% | +1,453 | New |
| Thoroughbred Financial Services, LLC | 1,504 | $492.0K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,511 | $494.3K | 0.01% | −569−27.4% | Reduced |
| Wedmont Private Capital | 1,606 | $500.1K | 0.03% | +28+1.8% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,542 | $504.5K | 0.13% | +1+0.1% | Added |
| Signaturefd, LLC | 1,553 | $508.0K | 0.01% | +201+14.9% | Added |
| Transcend Wealth Collective, LLC | 1,568 | $513.0K | 0.04% | +1,568 | New |
| Pennsylvania Capital Management Inc | 1,572 | $514.3K | 0.19% | −3−0.2% | Reduced |
| Potentia Wealth | 1,578 | $516.1K | 0.24% | +1+0.1% | Added |
| Squarepoint Ops LLC | 1,600 | $523.4K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,600 | $523.4K | 0.00% | 00.0% | Unchanged |