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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 130,308 | $42.6M | 0.16% | +127,862+5,227.4% | Added |
| Danske Bank A/S | 130,642 | $42.7M | 0.13% | +57,382+78.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 135,474 | $44.3M | 0.07% | −60,000−30.7% | Reduced |
| California Public Employees Retirement System | 137,305 | $44.9M | 0.03% | −3,686−2.6% | Reduced |
| Standard Life Aberdeen plc | 138,019 | $45.4M | 0.09% | −78,731−36.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 147,478 | $49.4M | 0.09% | +147,478 | New |
| Deutsche Bank AG | 158,776 | $51.9M | 0.02% | −16,285−9.3% | Reduced |
| Comerica Bank | 159,475 | $52.2M | 0.22% | +33,931+27.0% | Added |
| Bamco Inc | 165,251 | $54.1M | 0.16% | +45,547+38.0% | Added |
| First Trust Advisors LP | 165,607 | $54.2M | 0.05% | +155,584+1,552.3% | Added |
| Franklin Resources Inc | 167,348 | $54.7M | 0.02% | +15,029+9.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 172,729 | $56.5M | 0.04% | −295−0.2% | Reduced |
| Brown Brothers Harriman & Co | 175,487 | $57.4M | 0.40% | +3,721+2.2% | Added |
| Royal Bank of Canada | 175,855 | $57.5M | 0.01% | +5,769+3.4% | Added |
| D. E. Shaw & Co., Inc. | 178,183 | $58.3M | 0.07% | −6,375−3.5% | Reduced |
| Nuveen, LLC | 186,039 | $60.9M | 0.02% | +186,039 | New |
| Captrust Financial Advisors | 186,742 | $61.1M | 0.15% | −29,128−13.5% | Reduced |
| Stifel Financial Corp | 187,258 | $61.3M | 0.07% | +21,967+13.3% | Added |
| Employees Retirement System of Texas | 197,600 | $64.6M | 0.59% | −33,900−14.6% | Reduced |
| Truist Financial Corp | 205,485 | $67.2M | 0.11% | +13,332+6.9% | Added |
| Goldman Sachs Group Inc | 209,126 | $68.4M | 0.01% | +1,089+0.5% | Added |
| UBS Group AG | 210,355 | $68.8M | 0.02% | +24,185+13.0% | Added |
| Bridgewater Associates, LP | 222,873 | $72.9M | 0.34% | +157,989+243.5% | Added |
| Alyeska Investment Group, L.P. | 228,371 | $74.7M | 0.30% | −188,242−45.2% | Reduced |
| Manufacturers Life Insurance Company, The | 235,994 | $77.2M | 0.07% | −11,620−4.7% | Reduced |
| APG Asset Management N.V. | 257,260 | $77.9M | 0.24% | +212,760+478.1% | Added |
| Hudson Bay Capital Management LP | 252,579 | $82.6M | 0.52% | +66,644+35.8% | Added |
| Gilder Gagnon Howe & Co LLC | 272,938 | $89.3M | 1.17% | −3,403−1.2% | Reduced |
| Price T Rowe Associates Inc | 279,850 | $91.6M | 0.01% | +16,582+6.3% | Added |
| HMI Capital Management, L.P. | 286,711 | $93.8M | 5.11% | −114,532−28.5% | Reduced |
| Macquarie Group Ltd | 297,130 | $97.2M | 0.12% | +10,136+3.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 320,780 | $104.9M | 1.89% | −266,941−45.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 329,178 | $107.7M | 0.23% | −68,418−17.2% | Reduced |
| Canada Pension Plan Investment Board | 329,607 | $107.8M | 0.10% | −30,971−8.6% | Reduced |
| Holocene Advisors, LP | 334,971 | $109.6M | 0.32% | +101,806+43.7% | Added |
| Ameriprise Financial Inc | 339,001 | $110.9M | 0.03% | −39,260−10.4% | Reduced |
| Legal & General Group Plc | 344,079 | $112.6M | 0.03% | +37,161+12.1% | Added |
| Charles Schwab Investment Management Inc | 354,001 | $115.8M | 0.02% | +18,252+5.4% | Added |
| SEI Investments Co | 379,061 | $124.0M | 0.16% | +263,329+227.5% | Added |
| Envestnet Asset Management Inc | 384,482 | $125.8M | 0.04% | +50,558+15.1% | Added |
| Artisan Partners Limited Partnership | 389,730 | $127.5M | 0.21% | −28,143−6.7% | Reduced |
| Junto Capital Management LP | 397,366 | $130.0M | 2.98% | −8,624−2.1% | Reduced |
| Palestra Capital Management LLC | 399,210 | $130.6M | 5.26% | +70,924+21.6% | Added |
| Southpoint Capital Advisors LP | 400,000 | $130.9M | 3.15% | −200,000−33.3% | Reduced |
| Agf Management Ltd | 437,444 | $143.1M | 0.76% | +2,388+0.5% | Added |
| Azora Capital LP | 442,434 | $144.7M | 9.82% | +26,249+6.3% | Added |
| Bank of New York Mellon Corp | 452,733 | $148.1M | 0.03% | +490.0% | Added |
| First Pacific Advisors, LP | 457,941 | $149.8M | 2.40% | −348−0.1% | Reduced |
| Fairview Capital Investment Management, LLC | 469,958 | $153.7M | 8.15% | −8,044−1.7% | Reduced |
| Northern Trust Corp | 517,362 | $169.2M | 0.03% | +26,217+5.3% | Added |
| Eminence Capital, LP | 523,113 | $171.1M | 2.86% | −35,534−6.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 539,104 | $176.4M | 1.57% | +6,700+1.3% | Added |
| Epoch Investment Partners, Inc. | 585,566 | $191.6M | 0.99% | −140,006−19.3% | Reduced |
| American Century Companies Inc | 588,800 | $192.6M | 0.12% | +99,220+20.3% | Added |
| Wells Fargo & Company | 595,845 | $194.9M | 0.05% | +91,257+18.1% | Added |
| UBS Asset Management Americas Inc | 607,561 | $198.8M | 0.05% | +25,916+4.5% | Added |
| Third Point LLCSuperinvestorThird Point | 625,000 | $204.5M | 3.21% | −30,000−4.6% | Reduced |
| Wellington Management Group LLP | 658,593 | $215.5M | 0.04% | +507,923+337.1% | Added |
| Clarkston Capital Partners, LLC | 674,227 | $220.6M | 4.35% | −198,056−22.7% | Reduced |
| Marshall Wace, LLP | 677,236 | $221.6M | 0.30% | +173,060+34.3% | Added |
| TD Asset Management Inc | 681,885 | $223.1M | 0.21% | −159,334−18.9% | Reduced |
| Alliancebernstein L.P. | 759,206 | $248.4M | 0.09% | +642,503+550.5% | Added |
| Westfield Capital Management Co LP | 830,099 | $271.6M | 1.32% | +124,180+17.6% | Added |
| Dimensional Fund Advisors LP | 842,939 | $275.8M | 0.07% | −3,128−0.4% | Reduced |
| Raymond James Financial Inc | 860,014 | $281.3M | 0.11% | −46,487−5.1% | Reduced |
| Egerton Capital (UK) LLP | 871,265 | $285.0M | 3.29% | +613,555+238.1% | Added |
| SurgoCap Partners LP | 906,442 | $296.5M | 14.65% | +197,172+27.8% | Added |
| Bank of America Corp | 923,690 | $302.2M | 0.03% | +586,631+174.0% | Added |
| Norges Bank | 928,320 | $303.7M | 0.04% | −8,090−0.9% | Reduced |
| Jennison Associates LLC | 959,371 | $313.8M | 0.22% | +851,115+786.2% | Added |
| Darlington Partners Capital Management, LP | 970,737 | $317.6M | 10.61% | +32,383+3.5% | Added |
| Principal Financial Group Inc | 1,038,683 | $339.8M | 0.19% | +971,814+1,453.3% | Added |
| Morgan Stanley | 1,205,726 | $394.4M | 0.03% | +177,880+17.3% | Added |
| JPMorgan Chase & Co | 1,304,780 | $426.8M | 0.03% | +105,665+8.8% | Added |
| Samlyn Capital, LLC | 1,401,255 | $458.4M | 7.55% | −171,821−10.9% | Reduced |
| Winslow Capital Management, LLC | 1,457,701 | $476.9M | 1.90% | +1,457,701 | New |
| Massachusetts Financial Services Co | 1,516,060 | $496.0M | 0.16% | +400,352+35.9% | Added |
| Dodge & Cox | 1,523,460 | $498.4M | 0.28% | +1,053,351+224.1% | Added |
| Geode Capital Management, LLC | 1,560,478 | $509.5M | 0.04% | +100,536+6.9% | Added |
| State Street Corp | 1,679,585 | $549.5M | 0.02% | +9,049+0.5% | Added |
| WCM Investment Management, LLC | 1,635,354 | $550.9M | 1.42% | −6,261−0.4% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,764,015 | $577.1M | 5.06% | −158,733−8.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,681,617 | $877.3M | 2.15% | +20,881+0.8% | Added |
| Janus Henderson Group PLC | 3,066,354 | $1.03B | 0.57% | +15,825+0.5% | Added |
| FMR LLC | 3,165,458 | $1.04B | 0.07% | +206,735+7.0% | Added |
| Boston Partners | 3,514,283 | $1.15B | 1.39% | −391,258−10.0% | Reduced |
| BlackRock, Inc. | 4,750,079 | $1.55B | 0.03% | −16,466−0.3% | Reduced |
| Vanguard Group Inc | 7,372,857 | $2.41B | 0.04% | +154,200+2.1% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,555−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −300,199−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −147,089−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −135,475−100.0% | Sold out |
| Tybourne Capital Management (HK) Ltd | 0 | $0 | 0.00% | −77,285−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −76,135−100.0% | Sold out |
| Rivermont Capital Management LP | 0 | $0 | 0.00% | −60,062−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −21,451−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −20,801−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −19,783−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −16,217−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −15,285−100.0% | Sold out |