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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −13,202−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −8,946−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −5,293−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −5,005−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −4,857−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,698−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −3,532−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −3,159−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −3,691−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −2,344−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −1,991−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −2,722−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,851−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,733−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,718−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −1,652−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,649−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −1,572−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −1,370−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −1,292−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −1,096−100.0% | Sold out |
| MIG Capital, LLC | 0 | $0 | 0.00% | −1,026−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −993−100.0% | Sold out |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −798−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −774−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| First County Bank | 0 | $0 | 0.00% | −756−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −741−100.0% | Sold out |
| WealthCare Investment Partners, LLC | 0 | $0 | 0.00% | −677−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Talon Private Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Swedbank AB | – | – | – | – | Not filed |
| TrinityPoint Wealth, LLC | – | – | – | – | Not filed |
| Stenger Family Office, LLC | – | – | – | – | Not filed |
| Chiron Investment Management, LLC | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Kolinsky Wealth Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |