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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 3,525 | $1.15M | 0.01% | +1,055+42.7% | Added |
| Schroder Investment Management Group | 3,525 | $1.15M | 0.00% | +288+8.9% | Added |
| Allstate Corp | 3,561 | $1.16M | 0.03% | +1,357+61.6% | Added |
| IHT Wealth Management, LLC | 3,578 | $1.17M | 0.04% | +517+16.9% | Added |
| Cookson Peirce & Co Inc | 3,643 | $1.19M | 0.06% | +3,643 | New |
| Independent Advisor Alliance | 3,723 | $1.22M | 0.04% | +260+7.5% | Added |
| Ieq Capital, LLC | 3,726 | $1.22M | 0.01% | +1,205+47.8% | Added |
| AG2R la Mondiale Gestion D'Actifs | 3,183 | $1.23M | 0.07% | +3,183 | New |
| Prossimo Advisors, LLC | 3,785 | $1.24M | 0.93% | 00.0% | Unchanged |
| Retireful, LLC | 3,680 | $1.24M | 1.20% | −780−17.5% | Reduced |
| Sumitomo Life Insurance Co | 3,816 | $1.25M | 0.04% | −66−1.7% | Reduced |
| Resources Investment Advisors, LLC. | 3,823 | $1.25M | 0.01% | +305+8.7% | Added |
| Vinva Investment Management Ltd | 3,721 | $1.25M | 0.05% | +2,856+330.2% | Added |
| Integrated Wealth Concepts LLC | 3,863 | $1.26M | 0.01% | +71+1.9% | Added |
| LVW Advisors, LLC | 3,919 | $1.28M | 0.15% | −252−6.0% | Reduced |
| CAPROCK Group, Inc. | 3,980 | $1.30M | 0.04% | +101+2.6% | Added |
| Kestra Advisory Services, LLC | 4,001 | $1.31M | 0.01% | −1,069−21.1% | Reduced |
| Tower Research Capital LLC (TRC) | 4,109 | $1.34M | 0.04% | +2,503+155.9% | Added |
| PEAK6 LLC | 4,130 | $1.35M | 0.05% | −6,999−62.9% | Reduced |
| Park Avenue Securities LLC | 4,141 | $1.35M | 0.02% | +292+7.6% | Added |
| STRS Ohio | 4,157 | $1.36M | 0.01% | +4,157 | New |
| Fulton Bank, N.A. | 4,168 | $1.36M | 0.06% | −679−14.0% | Reduced |
| Gulf International Bank (UK) Ltd | 4,265 | $1.40M | 0.05% | −1,806−29.7% | Reduced |
| Versor Investments LP | 4,321 | $1.41M | 0.23% | −1,293−23.0% | Reduced |
| Colony Group, LLC | 4,360 | $1.43M | 0.00% | +473+12.2% | Added |
| Intech Investment Management LLC | 4,363 | $1.43M | 0.01% | −2,450−36.0% | Reduced |
| Mackenzie Financial Corp | 4,433 | $1.45M | 0.00% | +794+21.8% | Added |
| Northwest & Ethical Investments L.P. | 4,560 | $1.49M | 0.04% | +3,260+250.8% | Added |
| Tudor Investment Corp Et Al | 4,559 | $1.49M | 0.01% | −52,873−92.1% | Reduced |
| MetLife Investment Management | 4,579 | $1.50M | 0.01% | −10−0.2% | Reduced |
| Future Fund LLC | 4,651 | $1.52M | 1.96% | −539−10.4% | Reduced |
| M&T Bank Corp | 4,705 | $1.54M | 0.01% | −3−0.1% | Reduced |
| Shepherd Financial Partners LLC | 4,755 | $1.56M | 0.18% | −9,000−65.4% | Reduced |
| Crawford Investment Counsel Inc | 4,951 | $1.62M | 0.03% | +340+7.4% | Added |
| Kerusso Capital Management LLC | 4,975 | $1.63M | 1.04% | +4,975 | New |
| Maven Securities LTD | 5,000 | $1.64M | 0.36% | +5,000 | New |
| Woodline Partners LP | 5,000 | $1.64M | 0.01% | +5,000 | New |
| Mediolanum International Funds Ltd | 4,878 | $1.64M | 0.02% | −9,981−67.2% | Reduced |
| Kentucky Retirement Systems | 5,082 | $1.66M | 0.05% | +5,082 | New |
| VestGen Advisors, LLC | 5,184 | $1.70M | 0.08% | +5,184 | New |
| Knollwood Investment Advisory, LLC | 5,275 | $1.73M | 0.19% | 00.0% | Unchanged |
| FORA Capital, LLC | 5,283 | $1.73M | 0.18% | +5,283 | New |
| Yorktown Management & Research Co Inc | 5,290 | $1.73M | 1.88% | −400−7.0% | Reduced |
| Brevan Howard Capital Management LP | 5,341 | $1.75M | 0.05% | −12,566−70.2% | Reduced |
| Capital World Investors | 5,435 | $1.78M | 0.00% | −13,819−71.8% | Reduced |
| Gabelli Funds LLC | 5,483 | $1.79M | 0.01% | +190+3.6% | Added |
| AE Wealth Management LLC | 5,546 | $1.81M | 0.02% | +2,519+83.2% | Added |
| CIBC Private Wealth Group, LLC | 6,329 | $1.82M | 0.00% | −1,696−21.1% | Reduced |
| Ethic Inc. | 5,482 | $1.84M | 0.04% | +562+11.4% | Added |
| Creative Planning | 5,638 | $1.84M | 0.00% | +1,401+33.1% | Added |
| Pitcairn Co | 5,773 | $1.89M | 0.11% | −214−3.6% | Reduced |
| Credit Agricole S A | 5,786 | $1.89M | 0.01% | −65−1.1% | Reduced |
| Avanza Fonder AB | 5,607 | $1.90M | 0.06% | +1,134+25.4% | Added |
| Amalgamated Bank | 5,875 | $1.92M | 0.02% | +213+3.8% | Added |
| Tredje AP-fonden | 5,945 | $1.94M | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 6,005 | $1.96M | 0.02% | +2,349+64.3% | Added |
| Baird Financial Group, Inc. | 6,010 | $1.97M | 0.00% | −2,428−28.8% | Reduced |
| Dana Investment Advisors, Inc. | 6,058 | $1.98M | 0.07% | −91−1.5% | Reduced |
| Dynasty Wealth Management, LLC | 6,331 | $2.07M | 0.03% | +166+2.7% | Added |
| Candriam Luxembourg S.C.A. | 6,338 | $2.07M | 0.01% | −10.0% | Reduced |
| Diversified Trust Co | 6,350 | $2.08M | 0.05% | +113+1.8% | Added |
| Nordea Investment Management AB | 6,438 | $2.10M | 0.00% | +22+0.3% | Added |
| Gradient Investments LLC | 6,480 | $2.12M | 0.04% | −779−10.7% | Reduced |
| Nisa Investment Advisors, LLC | 6,497 | $2.13M | 0.01% | +4,319+198.3% | Added |
| James Investment Research Inc | 6,503 | $2.13M | 0.27% | −678−9.4% | Reduced |
| Sterling Group Wealth Management, LLC | 6,535 | $2.14M | 1.15% | −30−0.5% | Reduced |
| SummitTX Capital, L.P. | 6,614 | $2.16M | 0.10% | +6,614 | New |
| Summit Trail Advisors, LLC | 6,655 | $2.18M | 0.07% | +4,833+265.3% | Added |
| Two Sigma Investments, LP | 6,716 | $2.20M | 0.00% | −5,214−43.7% | Reduced |
| Garrett Investment Advisors LLC | 6,717 | $2.20M | 0.22% | −811−10.8% | Reduced |
| King Luther Capital Management Corp | 6,863 | $2.25M | 0.01% | +20+0.3% | Added |
| SG Americas Securities, LLC | 6,987 | $2.29M | 0.01% | +6,987 | New |
| Commonwealth Equity Services, LLC | 6,991 | $2.29M | 0.00% | +1,097+18.6% | Added |
| OV Management LLC | 7,000 | $2.29M | 1.07% | +7,000 | New |
| Bridgeway Capital Management, LLC | 7,010 | $2.29M | 0.06% | −1,300−15.6% | Reduced |
| Prudential PLC | 7,021 | $2.30M | 0.01% | +1,264+22.0% | Added |
| Donoghue Forlines LLC | 7,054 | $2.31M | 0.73% | +591+9.1% | Added |
| The PNC Financial Services Group, Inc. | 7,110 | $2.33M | 0.00% | +2,213+45.2% | Added |
| Integrated Investment Consultants, LLC | 7,176 | $2.35M | 0.47% | −289−3.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,200 | $2.36M | 0.22% | −177−2.4% | Reduced |
| HB Wealth Management, LLC | 7,233 | $2.37M | 0.02% | +5,929+454.7% | Added |
| Qube Research & Technologies Ltd | 7,278 | $2.38M | 0.00% | −41,714−85.1% | Reduced |
| Quantitative Investment Management, LLC | 7,296 | $2.39M | 0.22% | +7,296 | New |
| Public Employees Retirement Association of Colorado | 7,468 | $2.44M | 0.01% | 00.0% | Unchanged |
| UBS Oconnor LLC | 7,500 | $2.45M | 0.06% | +7,500 | New |
| Symmetry Investments LP | 7,500 | $2.45M | 0.22% | +7,500 | New |
| Siren, L.L.C. | 7,500 | $2.45M | 0.14% | +7,500 | New |
| JustInvest LLC | 7,603 | $2.49M | 0.04% | +829+12.2% | Added |
| HM Payson & Co | 7,635 | $2.50M | 0.04% | −177−2.3% | Reduced |
| Hennessy Advisors Inc | 7,800 | $2.55M | 0.08% | −2,900−27.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 7,988 | $2.61M | 0.12% | +1,104+16.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,017 | $2.62M | 0.01% | +552+7.4% | Added |
| OP Asset Management Ltd | 8,106 | $2.65M | 0.04% | +8,106 | New |
| Caldwell Trust Co | 8,187 | $2.68M | 0.29% | −225−2.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,215 | $2.69M | 0.01% | −3,587−30.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 8,326 | $2.72M | 0.01% | +397+5.0% | Added |
| F/M Investments LLC | 8,578 | $2.81M | 0.11% | +310+3.7% | Added |
| Annex Advisory Services, LLC | 8,604 | $2.81M | 0.08% | −3,747−30.3% | Reduced |
| Flynn Zito Capital Management, LLC | 8,634 | $2.82M | 1.30% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 8,665 | $2.83M | 0.03% | +4,224+95.1% | Added |