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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 8,665 | $2.83M | 0.03% | +4,224+95.1% | Added |
| DekaBank Deutsche Girozentrale | 8,627 | $2.87M | 0.01% | −91−1.0% | Reduced |
| Lazard Asset Management LLC | 8,992 | $2.94M | 0.00% | +1,410+18.6% | Added |
| Oliver Luxxe Assets LLC | 9,019 | $2.95M | 0.55% | +646+7.7% | Added |
| Nissay Asset Management Corp | 9,295 | $3.04M | 0.02% | +126+1.4% | Added |
| Bain Capital Public Equity Management II, LLC | 9,308 | $3.05M | 0.24% | +9,308 | New |
| Beacon Investment Advisors LLC | 9,333 | $3.05M | 1.44% | −10.0% | Reduced |
| XTX Topco Ltd | 9,355 | $3.06M | 0.16% | +9,355 | New |
| Greenleaf Trust | 9,395 | $3.07M | 0.03% | +50+0.5% | Added |
| Anchor Investment Management, LLC | 9,771 | $3.20M | 0.30% | +74+0.8% | Added |
| Wolverine Trading, LLC | 9,581 | $3.23M | 0.10% | +8,704+992.5% | Added |
| HBK Investments L P | 10,000 | $3.27M | 0.06% | +10,000 | New |
| Ovata Capital Management Ltd | 10,000 | $3.27M | 1.24% | +10,000 | New |
| Retirement Capital Strategies | 10,041 | $3.28M | 1.28% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 10,058 | $3.29M | 0.11% | +10,058 | New |
| Genus Capital Management Inc. | 10,095 | $3.30M | 0.48% | +10,095 | New |
| Swiss Life Asset Management Ltd | 10,224 | $3.34M | 0.02% | +2,672+35.4% | Added |
| Advisor Group Holdings, Inc. | 10,411 | $3.41M | 0.01% | +3,403+48.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,157 | $3.42M | 0.04% | +1,910+23.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 10,821 | $3.54M | 0.04% | 00.0% | Unchanged |
| Otter Creek Advisors, LLC | 10,845 | $3.55M | 2.47% | +10,845 | New |
| Oppenheimer Asset Management Inc. | 10,927 | $3.57M | 0.04% | −3,220−22.8% | Reduced |
| United Asset Strategies, Inc. | 11,027 | $3.61M | 0.33% | −184−1.6% | Reduced |
| Toronto Dominion Bank | 11,262 | $3.68M | 0.01% | +1,488+15.2% | Added |
| Jane Street Group, LLC | 11,375 | $3.72M | 0.01% | −31,966−73.8% | Reduced |
| Crossmark Global Holdings, Inc. | 11,437 | $3.74M | 0.07% | +7,789+213.5% | Added |
| Empowered Funds, LLC | 11,493 | $3.76M | 0.05% | −622−5.1% | Reduced |
| TT International Asset Management LTD | 11,963 | $3.91M | 0.58% | −80−0.7% | Reduced |
| TD Private Client Wealth LLC | 12,066 | $3.95M | 0.11% | −526−4.2% | Reduced |
| Cerity Partners LLC | 12,132 | $3.97M | 0.01% | +284+2.4% | Added |
| Bullseye Asset Management LLC | 12,248 | $4.01M | 2.17% | −9,000−42.4% | Reduced |
| Utah Retirement Systems | 12,317 | $4.03M | 0.05% | 00.0% | Unchanged |
| Estate Counselors, LLC | 12,430 | $4.07M | 0.42% | +12,430 | New |
| Cornerstone Wealth Management, LLC | 12,457 | $4.08M | 0.28% | +7+0.1% | Added |
| Gillson Capital LP | 12,500 | $4.09M | 0.35% | +12,500 | New |
| Weiss Asset Management LP | 12,500 | $4.09M | 0.11% | +12,500 | New |
| Polymer Capital Management (US) LLC | 12,500 | $4.09M | 1.24% | +12,500 | New |
| CIBC World Markets Inc. | 12,725 | $4.16M | 0.01% | +143+1.1% | Added |
| Voleon Capital Management LP | 13,056 | $4.27M | 0.33% | +6,096+87.6% | Added |
| Whittier Trust Co of Nevada Inc | 13,417 | $4.39M | 0.11% | +452+3.5% | Added |
| Federated Hermes, Inc. | 13,543 | $4.43M | 0.01% | −44−0.3% | Reduced |
| Mariner, LLC | 13,654 | $4.47M | 0.01% | +1,043+8.3% | Added |
| Bank of Montreal | 13,666 | $4.47M | 0.00% | −46,244−77.2% | Reduced |
| KBC Group NV | 13,679 | $4.47M | 0.01% | +453+3.4% | Added |
| HighTower Advisors, LLC | 13,762 | $4.50M | 0.01% | −1,438−9.5% | Reduced |
| DnB Asset Management AS | 13,809 | $4.52M | 0.02% | +865+6.7% | Added |
| Walleye Capital LLC | 13,943 | $4.56M | 0.05% | −21,716−60.9% | Reduced |
| British Columbia Investment Management Corp | 14,319 | $4.68M | 0.03% | +40.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,532 | $4.75M | 0.01% | +3,012+26.1% | Added |
| IFM Investors Pty Ltd | 14,695 | $4.81M | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 14,704 | $4.81M | 0.04% | +522+3.7% | Added |
| Xponance, Inc. | 14,705 | $4.81M | 0.05% | +276+1.9% | Added |
| Forsta Ap-Fonden | 15,000 | $4.91M | 0.04% | −500−3.2% | Reduced |
| Sterling Capital Management LLC | 15,158 | $4.96M | 0.08% | +2,155+16.6% | Added |
| Northwest Financial Advisors | 15,505 | $5.07M | 4.21% | +13+0.1% | Added |
| Commerce Bank | 15,632 | $5.11M | 0.03% | −3,184−16.9% | Reduced |
| Silvant Capital Management LLC | 15,701 | $5.14M | 0.24% | +2,955+23.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,910 | $5.20M | 0.05% | +1,114+7.5% | Added |
| Primecap Management Co | 16,000 | $5.23M | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 16,125 | $5.28M | 0.03% | +701+4.5% | Added |
| Tobam | 16,331 | $5.34M | 2.28% | −3,802−18.9% | Reduced |
| Daiwa Securities Group Inc. | 16,588 | $5.43M | 0.02% | +3,730+29.0% | Added |
| Strategic Global Advisors, LLC | 16,799 | $5.50M | 1.09% | −9,856−37.0% | Reduced |
| Sanctuary Advisors, LLC | 17,684 | $5.79M | 0.04% | +1,052+6.3% | Added |
| TownSquare Capital, LLC | 17,719 | $5.80M | 0.06% | +2,187+14.1% | Added |
| Illinois Municipal Retirement Fund | 17,742 | $5.80M | 0.08% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 17,473 | $5.89M | 0.02% | +9,240+112.2% | Added |
| Poplar Forest Capital LLC | 18,019 | $5.89M | 1.05% | −7,992−30.7% | Reduced |
| Eagle Rock Investment Company, LLC | 18,059 | $5.91M | 1.01% | +25+0.1% | Added |
| Cetera Investment Advisers | 18,400 | $6.02M | 0.01% | +3,747+25.6% | Added |
| Argent Capital Management LLC | 19,246 | $6.30M | 0.19% | +99+0.5% | Added |
| Schonfeld Strategic Advisors LLC | 19,286 | $6.31M | 0.04% | +1,182+6.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 19,300 | $6.31M | 0.08% | +2,800+17.0% | Added |
| Storebrand Asset Management AS | 19,572 | $6.40M | 0.02% | +1,021+5.5% | Added |
| Castleark Management LLC | 19,890 | $6.51M | 0.23% | +19,890 | New |
| Point72 Europe (London) LLP | 19,996 | $6.54M | 0.45% | −11,000−35.5% | Reduced |
| Atria Investments LLC | 19,999 | $6.54M | 0.08% | +4,205+26.6% | Added |
| Sculptor Capital LP | 20,000 | $6.54M | 0.15% | +20,000 | New |
| MML Investors Services, LLC | 20,102 | $6.58M | 0.02% | +3,186+18.8% | Added |
| Blair William & Co | 20,438 | $6.69M | 0.02% | −918−4.3% | Reduced |
| Winthrop Advisory Group LLC | 20,579 | $6.73M | 0.81% | −375−1.8% | Reduced |
| Iridian Asset Management LLC | 20,901 | $6.84M | 2.14% | −8,001−27.7% | Reduced |
| US Bancorp | 21,035 | $6.88M | 0.01% | +941+4.7% | Added |
| Handelsbanken Fonder AB | 21,181 | $6.93M | 0.03% | +2,000+10.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 21,325 | $6.98M | 0.20% | +12,200+133.7% | Added |
| Laurion Capital Management LP | 21,387 | $7.00M | 0.54% | +12,500+140.7% | Added |
| Quantinno Capital Management LP | 21,395 | $7.00M | 0.05% | +6,256+41.3% | Added |
| Arizona State Retirement System | 21,627 | $7.08M | 0.05% | −63−0.3% | Reduced |
| La Banque Postale Asset Management SA | 21,973 | $7.19M | 0.11% | +21,973 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 21,998 | $7.20M | 0.01% | +1,106+5.3% | Added |
| Walleye Trading LLC | 22,001 | $7.20M | 0.20% | +15,270+226.9% | Added |
| Nomura Asset Management Co Ltd | 22,472 | $7.35M | 0.02% | +1,144+5.4% | Added |
| Brant Point Investment Management LLC | 23,166 | $7.58M | 1.85% | −150−0.6% | Reduced |
| National Bank of Canada | 23,479 | $7.68M | 0.01% | +22,017+1,506.0% | Added |
| Resona Asset Management Co.,Ltd. | 23,592 | $7.75M | 0.04% | +1,098+4.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 23,759 | $7.77M | 0.05% | −286−1.2% | Reduced |
| Public Employees Retirement System of Ohio | 23,795 | $7.78M | 0.03% | −2,483−9.4% | Reduced |
| Whittier Trust Co | 24,366 | $7.97M | 0.11% | +529+2.2% | Added |
| State of New Jersey Common Pension Fund D | 24,803 | $8.11M | 0.04% | −2,525−9.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 25,000 | $8.18M | 0.02% | +20,874+505.9% | Added |