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 |
|---|---|---|---|---|---|
| KLP Kapitalforvaltning AS | 26,500 | $8.67M | 0.04% | +400+1.5% | Added |
| Private Advisor Group, LLC | 26,706 | $8.74M | 0.05% | +341+1.3% | Added |
| Mn Services Vermogensbeheer B.V. | 27,500 | $9.00M | 0.07% | −2,300−7.7% | Reduced |
| Moore Capital Management, LP | 27,896 | $9.13M | 0.31% | −132,711−82.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,153 | $9.21M | 0.03% | +415+1.5% | Added |
| KWB Wealth | 28,438 | $9.29M | 1.12% | +144+0.5% | Added |
| Asset Management One Co.,Ltd. | 28,458 | $9.31M | 0.03% | −2,902−9.3% | Reduced |
| 2Xideas AG | 28,614 | $9.36M | 1.42% | −16,457−36.5% | Reduced |
| Quadrature Capital Ltd | 28,823 | $9.43M | 0.21% | +28,823 | New |
| Boothbay Fund Management, LLC | 29,084 | $9.51M | 0.34% | +29,084 | New |
| Interval Partners, LP | 30,000 | $9.81M | 0.35% | −2,024−6.3% | Reduced |
| Lighthouse Investment Partners, LLC | 30,279 | $9.91M | 0.45% | −12,708−29.6% | Reduced |
| Davidson Kempner Capital Management LP | 31,000 | $9.92M | 0.14% | +31,000 | New |
| Teacher Retirement System of Texas | 30,778 | $10.1M | 0.04% | +8,408+37.6% | Added |
| ArrowMark Colorado Holdings LLC | 30,835 | $10.1M | 0.16% | −7,421−19.4% | Reduced |
| Victory Capital Management Inc | 30,969 | $10.1M | 0.01% | −3,254−9.5% | Reduced |
| Icon Advisers Inc | 31,483 | $10.3M | 2.41% | 00.0% | Unchanged |
| Van Eck Associates Corp | 32,329 | $10.6M | 0.01% | −1,465−4.3% | Reduced |
| Cinctive Capital Management LP | 32,584 | $10.7M | 0.85% | −36,117−52.6% | Reduced |
| Reinhart Partners, Inc. | 32,621 | $10.7M | 0.39% | −2,783−7.9% | Reduced |
| Channing Capital Management, LLC | 33,015 | $10.8M | 0.33% | −7,543−18.6% | Reduced |
| Janney Montgomery Scott LLC | 33,417 | $10.9M | 0.03% | −981−2.9% | Reduced |
| Treasurer of the State of North Carolina | 34,061 | $11.1M | 0.04% | −16,193−32.2% | Reduced |
| Diamond Hill Capital Management Inc | 34,517 | $11.3M | 0.05% | +7,109+25.9% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 34,693 | $11.3M | 0.19% | −1,922−5.2% | Reduced |
| Voya Investment Management LLC | 34,733 | $11.4M | 0.01% | +1,611+4.9% | Added |
| Renaissance Technologies LLC | 35,500 | $11.6M | 0.02% | +35,500 | New |
| Kennedy Capital Management, Inc. | 36,165 | $11.8M | 0.28% | +16,135+80.6% | Added |
| Brandywine Global Investment Management, LLC | 36,515 | $11.9M | 0.09% | −2,053−5.3% | Reduced |
| Pathstone Holdings, LLC | 36,835 | $12.1M | 0.05% | +225+0.6% | Added |
| Teca Partners, LP | 38,123 | $12.5M | 8.94% | −14,752−27.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 38,181 | $12.5M | 0.45% | −5,903−13.4% | Reduced |
| Omers Administration Corp | 38,232 | $12.5M | 0.11% | +30,592+400.4% | Added |
| BNP Paribas Arbitrage, SA | 38,985 | $12.8M | 0.01% | +11,006+39.3% | Added |
| CI Private Wealth, LLC | 39,536 | $12.9M | 0.02% | +4,564+13.1% | Added |
| NewEdge Wealth, LLC | 40,149 | $13.1M | 0.24% | −28,642−41.6% | Reduced |
| Logan Capital Management Inc | 40,276 | $13.2M | 0.60% | −957−2.3% | Reduced |
| Umb Bank N A | 41,115 | $13.5M | 0.22% | +26,267+176.9% | Added |
| State of Wisconsin Investment Board | 41,982 | $13.7M | 0.04% | −357−0.8% | Reduced |
| Neuberger Berman Group LLC | 42,276 | $13.8M | 0.01% | +35,886+561.6% | Added |
| Vestmark Advisory Solutions, Inc. | 42,798 | $14.0M | 0.36% | +21,873+104.5% | Added |
| Barclays PLC | 43,572 | $14.3M | 0.01% | −8,913−17.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 43,771 | $14.3M | 0.04% | +384+0.9% | Added |
| Verition Fund Management LLC | 43,980 | $14.4M | 0.08% | +38,090+646.7% | Added |
| Adage Capital Partners GP, L.L.C. | 45,000 | $14.7M | 0.03% | +15,000+50.0% | Added |
| Thornburg Investment Management Inc | 45,968 | $15.0M | 0.21% | −4,681−9.2% | Reduced |
| Pictet Asset Management Holding SA | 46,536 | $15.2M | 0.02% | −1,434−3.0% | Reduced |
| Citigroup Inc | 46,653 | $15.3M | 0.01% | +17,720+61.2% | Added |
| Great West Life Assurance Co | 47,745 | $15.7M | 0.03% | +937+2.0% | Added |
| Ensign Peak Advisors, Inc | 47,984 | $15.7M | 0.03% | +220+0.5% | Added |
| Winmill & Co. Inc | 48,860 | $16.0M | 4.86% | 00.0% | Unchanged |
| Kames Capital plc | 49,358 | $16.1M | 0.24% | −10,683−17.8% | Reduced |
| Seven Grand Managers, LLC | 50,000 | $16.4M | 3.82% | +50,000 | New |
| Pamalican Asset Management Ltd | 50,000 | $16.4M | 32.13% | +50,000 | New |
| Centiva Capital, LP | 50,003 | $16.4M | 0.94% | +48,099+2,526.2% | Added |
| Susquehanna International Group, LLP | 51,506 | $16.8M | 0.03% | −466−0.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 54,658 | $17.0M | 1.37% | +199+0.4% | Added |
| Aviva PLC | 52,295 | $17.1M | 0.04% | +7,149+15.8% | Added |
| Lynwood Price Capital Management LP | 52,500 | $17.2M | 9.79% | +17,000+47.9% | Added |
| Royal London Asset Management Ltd | 52,643 | $17.2M | 0.04% | +1,575+3.1% | Added |
| GW&K Investment Management, LLC | 53,776 | $17.6M | 0.16% | +53,776 | New |
| Mawer Investment Management Ltd. | 54,926 | $18.0M | 0.09% | −3,084−5.3% | Reduced |
| Westwood Holdings Group Inc. | 55,121 | $18.0M | 0.14% | −15,155−21.6% | Reduced |
| New York State Common Retirement Fund | 57,263 | $18.7M | 0.03% | +15,122+35.9% | Added |
| AQR Capital Management LLC | 58,059 | $19.0M | 0.02% | +14,977+34.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58,251 | $19.1M | 0.02% | +3,620+6.6% | Added |
| Korea Investment CORP | 60,103 | $19.7M | 0.05% | +11,452+23.5% | Added |
| HSBC Holdings PLC | 60,137 | $19.7M | 0.01% | −51,208−46.0% | Reduced |
| Natixis Advisors, L.P. | 60,392 | $19.8M | 0.04% | +5,025+9.1% | Added |
| Kovitz Investment Group Partners, LLC | 62,138 | $20.3M | 0.10% | +56,510+1,004.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 62,291 | $20.4M | 0.23% | +43,558+232.5% | Added |
| Fort Washington Investment Advisors Inc | 65,925 | $21.6M | 0.13% | −140−0.2% | Reduced |
| Trillium Asset Management, LLC | 66,621 | $21.8M | 0.63% | −1,755−2.6% | Reduced |
| Picton Mahoney Asset Management | 68,309 | $22.3M | 0.77% | +11,041+19.3% | Added |
| Blackstone Group Inc. | 70,000 | $22.9M | 0.10% | +70,000 | New |
| SCS Capital Management LLC | 72,528 | $23.7M | 0.30% | +72,528 | New |
| State Board of Administration of Florida Retirement System | 73,092 | $23.9M | 0.05% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 74,386 | $24.4M | 0.73% | +74,386 | New |
| Susquehanna Fundamental Investments, LLC | 74,696 | $24.4M | 0.41% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 74,670 | $24.5M | 0.03% | +8,940+13.6% | Added |
| Railway Pension Investments Ltd | 76,500 | $25.0M | 0.36% | +76,500 | New |
| Allianz Asset Management GmbH | 80,045 | $26.2M | 0.04% | +61,639+334.9% | Added |
| Heron Bay Capital Management | 84,239 | $27.6M | 5.79% | −1,355−1.6% | Reduced |
| Burkehill Global Management, LP | 85,000 | $27.8M | 2.07% | +85,000 | New |
| Solel Partners LP | 87,000 | $28.5M | 5.27% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 87,693 | $28.7M | 0.02% | +85,177+3,385.4% | Added |
| Ceredex Value Advisors LLC | 93,875 | $30.7M | 0.67% | +93,875 | New |
| Amundi | 99,028 | $31.0M | 0.01% | −46,415−31.9% | Reduced |
| Rhumbline Advisers | 101,234 | $33.1M | 0.03% | −212−0.2% | Reduced |
| Invesco Ltd. | 101,253 | $33.1M | 0.01% | +526+0.5% | Added |
| Man Group plc | 110,313 | $36.1M | 0.11% | −27,255−19.8% | Reduced |
| Family Wealth Partners, LLC | 111,945 | $36.6M | 16.72% | +4,084+3.8% | Added |
| Buckingham Strategic Partners | 112,946 | $36.9M | 0.56% | +8,417+8.1% | Added |
| California State Teachers Retirement System | 113,592 | $37.2M | 0.05% | +305+0.3% | Added |
| National Pension Service | 114,321 | $37.4M | 0.04% | −5,403−4.5% | Reduced |
| Artemis Investment Management LLP | 114,780 | $37.5M | 0.58% | +32,044+38.7% | Added |
| LPL Financial LLC | 118,229 | $38.7M | 0.02% | +2,956+2.6% | Added |
| Coronation Fund Managers Ltd. | 123,333 | $40.3M | 2.19% | −63,675−34.0% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 125,000 | $40.9M | 0.73% | +125,000 | New |
| Millennium Management LLC | 126,276 | $41.3M | 0.04% | −773,101−86.0% | Reduced |