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 |
|---|---|---|---|---|---|
| BTG Pactual Asset Management US LLC | 1,600 | $523.4K | 0.07% | +300+23.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,609 | $527.0K | 0.00% | +130+8.8% | Added |
| EverSource Wealth Advisors, LLC | 1,613 | $527.9K | 0.03% | +72+4.7% | Added |
| Magnolia Private Wealth, LLC | 1,629 | $532.9K | 0.45% | +78+5.0% | Added |
| Hamilton Capital Partners Inc. | 1,634 | $534.5K | 0.03% | −46−2.7% | Reduced |
| Wealth Alliance | 1,655 | $541.3K | 0.07% | +172+11.6% | Added |
| Quadrant Capital Group LLC | 1,677 | $548.6K | 0.02% | +1,234+278.6% | Added |
| Sanchez Wealth Management Group | 1,688 | $552.2K | 0.15% | +2+0.1% | Added |
| Coldstream Capital Management Inc | 1,701 | $556.5K | 0.01% | +588+52.8% | Added |
| Catalyst Capital Advisors LLC | 1,710 | $559.4K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 1,711 | $559.7K | 0.00% | −469,777−99.6% | Reduced |
| Itau Unibanco Holding S.A. | 1,737 | $568.0K | 0.02% | +1,608+1,246.5% | Added |
| Okabena Investment Services Inc | 1,740 | $569.2K | 0.14% | +170+10.8% | Added |
| Lido Advisors, LLC | 1,774 | $580.6K | 0.00% | +35+2.0% | Added |
| Advisor OS, LLC | 1,778 | $581.8K | 0.07% | −168−8.6% | Reduced |
| Concorde Asset Management, LLC | 1,830 | $583.5K | 0.31% | −156−7.9% | Reduced |
| Yousif Capital Management, LLC | 1,798 | $588.2K | 0.01% | +15+0.8% | Added |
| Bryn Mawr Trust Co | 1,816 | $594.1K | 0.01% | +1,352+291.4% | Added |
| QRG Capital Management, Inc. | 1,841 | $602.2K | 0.01% | +29+1.6% | Added |
| Applied Finance Capital Management, LLC | 1,846 | $603.9K | 0.04% | +89+5.1% | Added |
| MONECO Advisors, LLC | 1,851 | $605.5K | 0.06% | −629−25.4% | Reduced |
| Hunting Hill Global Capital, LLC | 1,871 | $612.1K | 0.77% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,910 | $624.9K | 0.04% | +1,910 | New |
| Davenport & Co LLC | 1,918 | $627.5K | 0.00% | +156+8.9% | Added |
| Vontobel Holding Ltd. | 1,929 | $631.1K | 0.00% | −133−6.5% | Reduced |
| Machina Capital S.A.S. | 1,944 | $636.0K | 0.19% | +1,944 | New |
| Jefferies Financial Group Inc. | 2,000 | $654.3K | 0.01% | −15,400−88.5% | Reduced |
| WJ Wealth Management, LLC | 2,000 | $654.3K | 0.23% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,019 | $660.5K | 0.03% | +2,019 | New |
| XML Financial, LLC | 2,021 | $661.0K | 0.06% | +148+7.9% | Added |
| Petrus Trust Company, LTA | 2,072 | $677.8K | 0.06% | +753+57.1% | Added |
| Stratos Wealth Partners, LTD. | 2,083 | $681.8K | 0.01% | −164−7.3% | Reduced |
| Venturi Wealth Management, LLC | 2,099 | $686.7K | 0.04% | +7+0.3% | Added |
| E. Ohman J:or Asset Management AB | 2,100 | $687.0K | 0.02% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 2,100 | $687.0K | 0.03% | +1,100+110.0% | Added |
| Harvest Fund Management Co., Ltd | 2,103 | $688.0K | 0.03% | +347+19.8% | Added |
| Axxcess Wealth Management, LLC | 2,125 | $695.0K | 0.02% | +788+58.9% | Added |
| NBC Securities, Inc. | 2,129 | $696.0K | 0.06% | +2,127+106,350.0% | Added |
| Rakuten Investment Management, Inc. | 2,066 | $696.0K | 0.00% | +2,066 | New |
| ASR Vermogensbeheer N.V. | 2,132 | $697.5K | 0.01% | +2,132 | New |
| Gibbs Wealth Management | 2,140 | $700.1K | 0.17% | +452+26.8% | Added |
| Schechter Investment Advisors, LLC | 2,159 | $706.3K | 0.06% | −602−21.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,164 | $707.9K | 0.05% | +2,164 | New |
| Root Financial Partners, LLC | 2,200 | $719.7K | 0.08% | +9+0.4% | Added |
| Everpar Advisors LLC | 2,212 | $723.6K | 0.38% | −220−9.0% | Reduced |
| Assenagon Asset Management S.A. | 2,239 | $732.5K | 0.00% | −28,970−92.8% | Reduced |
| Martingale Asset Management L P | 2,253 | $737.0K | 0.02% | +2,253 | New |
| Stephens Inc | 2,258 | $738.7K | 0.01% | +1,220+117.5% | Added |
| Hallmark Capital Management Inc | 2,264 | $740.6K | 0.06% | −55−2.4% | Reduced |
| Greenline Partners, LLC | 2,266 | $741.3K | 0.11% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,267 | $741.6K | 0.01% | −137−5.7% | Reduced |
| Heritage Family Offices, LLP | 2,269 | $742.4K | 0.38% | +520+29.7% | Added |
| London Co of Virginia | 2,270 | $742.6K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,373 | $757.7K | 0.04% | +226+10.5% | Added |
| Avantax Advisory Services, Inc. | 2,340 | $765.6K | 0.00% | +351+17.6% | Added |
| Central Pacific Bank - Trust Division | 2,397 | $784.2K | 0.11% | +1,833+325.0% | Added |
| EFG Asset Management (Americas) Corp. | 2,406 | $787.1K | 0.16% | +2,406 | New |
| Alerus Financial NA | 2,422 | $792.3K | 0.06% | +2,422 | New |
| Fiduciary Trust Co | 2,436 | $797.0K | 0.01% | +576+31.0% | Added |
| Ritholtz Wealth Management | 2,476 | $810.0K | 0.02% | +10.0% | Added |
| Garrett Wealth Advisory Group, LLC | 2,500 | $817.9K | 0.18% | −719−22.3% | Reduced |
| Parallel Advisors, LLC | 2,534 | $829.0K | 0.02% | +55+2.2% | Added |
| Legacy Capital Group California, Inc. | 2,539 | $830.6K | 0.29% | +2,539 | New |
| Mutual of America Capital Management LLC | 2,571 | $841.1K | 0.01% | −355−12.1% | Reduced |
| Thrivent Financial for Lutherans | 2,675 | $843.0K | 0.00% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 2,611 | $854.2K | 0.03% | −111−4.1% | Reduced |
| Bessemer Group Inc | 2,619 | $856.0K | 0.00% | +733+38.9% | Added |
| Everence Capital Management Inc | 2,640 | $864.0K | 0.06% | +1,030+64.0% | Added |
| Ostrum Asset Management | 2,688 | $879.4K | 0.05% | −1,500−35.8% | Reduced |
| Wealthfront Advisers LLC | 2,699 | $883.0K | 0.00% | +51+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 2,711 | $887.0K | 0.00% | +349+14.8% | Added |
| Vident Advisory, LLC | 2,750 | $899.6K | 0.01% | −776−22.0% | Reduced |
| CWM, LLC | 2,778 | $909.0K | 0.00% | +902+48.1% | Added |
| Mercer Global Advisors Inc | 2,815 | $920.9K | 0.00% | −119−4.1% | Reduced |
| Prudential Financial Inc | 2,854 | $933.7K | 0.00% | +1,190+71.5% | Added |
| MAI Capital Management | 2,871 | $939.1K | 0.01% | +44+1.6% | Added |
| Bank of Nova Scotia | 2,876 | $940.9K | 0.00% | +2,876 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,888 | $944.8K | 0.04% | +409+16.5% | Added |
| Vestcor Inc | 2,899 | $948.0K | 0.03% | +61+2.1% | Added |
| Friedenthal Financial | 2,902 | $949.4K | 0.57% | +2,902 | New |
| Sowell Financial Services LLC | 2,926 | $957.1K | 0.04% | +2,926 | New |
| Impact Capital Partners LLC | 2,942 | $962.4K | 0.35% | +59+2.0% | Added |
| Investment Management Corp of Ontario | 2,947 | $964.1K | 0.02% | +886+43.0% | Added |
| Banque Cantonale Vaudoise | 2,955 | $967.0K | 0.04% | +2,955 | New |
| Mount Yale Investment Advisors, LLC | 2,973 | $972.6K | 0.08% | −720−19.5% | Reduced |
| EFG Asset Management (North America) Corp. | 3,025 | $990.1K | 0.16% | +3,025 | New |
| Shelton Wealth Management, LLC | 3,039 | $994.2K | 0.57% | −283−8.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,064 | $1.00M | 0.01% | −39−1.3% | Reduced |
| Engineers Gate Manager LP | 3,169 | $1.04M | 0.02% | −5,384−62.9% | Reduced |
| SkyView Investment Advisors, LLC | 3,177 | $1.04M | 0.16% | +109+3.6% | Added |
| Gateway Investment Advisers LLC | 3,178 | $1.04M | 0.01% | +307+10.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,265 | $1.07M | 0.00% | −1,078−24.8% | Reduced |
| Snowden Capital Advisors LLC | 3,327 | $1.09M | 0.03% | +1,405+73.1% | Added |
| Merit Financial Group, LLC | 3,341 | $1.09M | 0.02% | +2,209+195.1% | Added |
| Yarbrough Capital, LLC | 3,361 | $1.10M | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,400 | $1.11M | 0.02% | +1,702+100.2% | Added |
| CIBC World Markets Corp | 3,407 | $1.11M | 0.01% | +24+0.7% | Added |
| CIBC Asset Management Inc | 3,420 | $1.12M | 0.00% | +119+3.6% | Added |
| Aureus Asset Management, LLC | 3,473 | $1.14M | 0.08% | −32−0.9% | Reduced |
| Maryland State Retirement & Pension System | 3,479 | $1.14M | 0.03% | −495−12.5% | Reduced |