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 |
|---|---|---|---|---|---|
| Amundi | 99,028 | $31.0M | 0.01% | −46,415−31.9% | Reduced |
| Ceredex Value Advisors LLC | 93,875 | $30.7M | 0.67% | +93,875 | New |
| Northwestern Mutual Wealth Management Co | 87,693 | $28.7M | 0.02% | +85,177+3,385.4% | Added |
| Solel Partners LP | 87,000 | $28.5M | 5.27% | 00.0% | Unchanged |
| Burkehill Global Management, LP | 85,000 | $27.8M | 2.07% | +85,000 | New |
| Heron Bay Capital Management | 84,239 | $27.6M | 5.79% | −1,355−1.6% | Reduced |
| Allianz Asset Management GmbH | 80,045 | $26.2M | 0.04% | +61,639+334.9% | Added |
| Railway Pension Investments Ltd | 76,500 | $25.0M | 0.36% | +76,500 | New |
| Russell Investments Group, Ltd. | 74,670 | $24.5M | 0.03% | +8,940+13.6% | Added |
| Susquehanna Fundamental Investments, LLC | 74,696 | $24.4M | 0.41% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 74,386 | $24.4M | 0.73% | +74,386 | New |
| State Board of Administration of Florida Retirement System | 73,092 | $23.9M | 0.05% | 00.0% | Unchanged |
| SCS Capital Management LLC | 72,528 | $23.7M | 0.30% | +72,528 | New |
| Blackstone Group Inc. | 70,000 | $22.9M | 0.10% | +70,000 | New |
| Picton Mahoney Asset Management | 68,309 | $22.3M | 0.77% | +11,041+19.3% | Added |
| Trillium Asset Management, LLC | 66,621 | $21.8M | 0.63% | −1,755−2.6% | Reduced |
| Fort Washington Investment Advisors Inc | 65,925 | $21.6M | 0.13% | −140−0.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 62,291 | $20.4M | 0.23% | +43,558+232.5% | Added |
| Kovitz Investment Group Partners, LLC | 62,138 | $20.3M | 0.10% | +56,510+1,004.1% | Added |
| Natixis Advisors, L.P. | 60,392 | $19.8M | 0.04% | +5,025+9.1% | Added |
| HSBC Holdings PLC | 60,137 | $19.7M | 0.01% | −51,208−46.0% | Reduced |
| Korea Investment CORP | 60,103 | $19.7M | 0.05% | +11,452+23.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58,251 | $19.1M | 0.02% | +3,620+6.6% | Added |
| AQR Capital Management LLC | 58,059 | $19.0M | 0.02% | +14,977+34.8% | Added |
| New York State Common Retirement Fund | 57,263 | $18.7M | 0.03% | +15,122+35.9% | Added |
| Westwood Holdings Group Inc. | 55,121 | $18.0M | 0.14% | −15,155−21.6% | Reduced |
| Mawer Investment Management Ltd. | 54,926 | $18.0M | 0.09% | −3,084−5.3% | Reduced |
| GW&K Investment Management, LLC | 53,776 | $17.6M | 0.16% | +53,776 | New |
| Royal London Asset Management Ltd | 52,643 | $17.2M | 0.04% | +1,575+3.1% | Added |
| Lynwood Price Capital Management LP | 52,500 | $17.2M | 9.79% | +17,000+47.9% | Added |
| Aviva PLC | 52,295 | $17.1M | 0.04% | +7,149+15.8% | Added |
| Foster Victor Wealth Advisors, LLC | 54,658 | $17.0M | 1.37% | +199+0.4% | Added |
| Susquehanna International Group, LLP | 51,506 | $16.8M | 0.03% | −466−0.9% | Reduced |
| Centiva Capital, LP | 50,003 | $16.4M | 0.94% | +48,099+2,526.2% | Added |
| 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 |
| Kames Capital plc | 49,358 | $16.1M | 0.24% | −10,683−17.8% | Reduced |
| Winmill & Co. Inc | 48,860 | $16.0M | 4.86% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 47,984 | $15.7M | 0.03% | +220+0.5% | Added |
| Great West Life Assurance Co | 47,745 | $15.7M | 0.03% | +937+2.0% | Added |
| Citigroup Inc | 46,653 | $15.3M | 0.01% | +17,720+61.2% | Added |
| Pictet Asset Management Holding SA | 46,536 | $15.2M | 0.02% | −1,434−3.0% | Reduced |
| Thornburg Investment Management Inc | 45,968 | $15.0M | 0.21% | −4,681−9.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 45,000 | $14.7M | 0.03% | +15,000+50.0% | Added |
| Verition Fund Management LLC | 43,980 | $14.4M | 0.08% | +38,090+646.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 43,771 | $14.3M | 0.04% | +384+0.9% | Added |
| Barclays PLC | 43,572 | $14.3M | 0.01% | −8,913−17.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 42,798 | $14.0M | 0.36% | +21,873+104.5% | Added |
| Neuberger Berman Group LLC | 42,276 | $13.8M | 0.01% | +35,886+561.6% | Added |
| State of Wisconsin Investment Board | 41,982 | $13.7M | 0.04% | −357−0.8% | Reduced |
| Umb Bank N A | 41,115 | $13.5M | 0.22% | +26,267+176.9% | Added |
| Logan Capital Management Inc | 40,276 | $13.2M | 0.60% | −957−2.3% | Reduced |
| NewEdge Wealth, LLC | 40,149 | $13.1M | 0.24% | −28,642−41.6% | Reduced |
| CI Private Wealth, LLC | 39,536 | $12.9M | 0.02% | +4,564+13.1% | Added |
| BNP Paribas Arbitrage, SA | 38,985 | $12.8M | 0.01% | +11,006+39.3% | Added |
| Omers Administration Corp | 38,232 | $12.5M | 0.11% | +30,592+400.4% | Added |
| Tokio Marine Asset Management Co Ltd | 38,181 | $12.5M | 0.45% | −5,903−13.4% | Reduced |
| Teca Partners, LP | 38,123 | $12.5M | 8.94% | −14,752−27.9% | Reduced |
| Pathstone Holdings, LLC | 36,835 | $12.1M | 0.05% | +225+0.6% | Added |
| Brandywine Global Investment Management, LLC | 36,515 | $11.9M | 0.09% | −2,053−5.3% | Reduced |
| Kennedy Capital Management, Inc. | 36,165 | $11.8M | 0.28% | +16,135+80.6% | Added |
| Renaissance Technologies LLC | 35,500 | $11.6M | 0.02% | +35,500 | New |
| Voya Investment Management LLC | 34,733 | $11.4M | 0.01% | +1,611+4.9% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 34,693 | $11.3M | 0.19% | −1,922−5.2% | Reduced |
| Diamond Hill Capital Management Inc | 34,517 | $11.3M | 0.05% | +7,109+25.9% | Added |
| Treasurer of the State of North Carolina | 34,061 | $11.1M | 0.04% | −16,193−32.2% | Reduced |
| Janney Montgomery Scott LLC | 33,417 | $10.9M | 0.03% | −981−2.9% | Reduced |
| Channing Capital Management, LLC | 33,015 | $10.8M | 0.33% | −7,543−18.6% | Reduced |
| Reinhart Partners, Inc. | 32,621 | $10.7M | 0.39% | −2,783−7.9% | Reduced |
| Cinctive Capital Management LP | 32,584 | $10.7M | 0.85% | −36,117−52.6% | Reduced |
| Van Eck Associates Corp | 32,329 | $10.6M | 0.01% | −1,465−4.3% | Reduced |
| Icon Advisers Inc | 31,483 | $10.3M | 2.41% | 00.0% | Unchanged |
| Victory Capital Management Inc | 30,969 | $10.1M | 0.01% | −3,254−9.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 30,835 | $10.1M | 0.16% | −7,421−19.4% | Reduced |
| Teacher Retirement System of Texas | 30,778 | $10.1M | 0.04% | +8,408+37.6% | Added |
| Davidson Kempner Capital Management LP | 31,000 | $9.92M | 0.14% | +31,000 | New |
| Lighthouse Investment Partners, LLC | 30,279 | $9.91M | 0.45% | −12,708−29.6% | Reduced |
| Interval Partners, LP | 30,000 | $9.81M | 0.35% | −2,024−6.3% | Reduced |
| Boothbay Fund Management, LLC | 29,084 | $9.51M | 0.34% | +29,084 | New |
| Quadrature Capital Ltd | 28,823 | $9.43M | 0.21% | +28,823 | New |
| 2Xideas AG | 28,614 | $9.36M | 1.42% | −16,457−36.5% | Reduced |
| Asset Management One Co.,Ltd. | 28,458 | $9.31M | 0.03% | −2,902−9.3% | Reduced |
| KWB Wealth | 28,438 | $9.29M | 1.12% | +144+0.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,153 | $9.21M | 0.03% | +415+1.5% | Added |
| Moore Capital Management, LP | 27,896 | $9.13M | 0.31% | −132,711−82.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 27,500 | $9.00M | 0.07% | −2,300−7.7% | Reduced |
| Private Advisor Group, LLC | 26,706 | $8.74M | 0.05% | +341+1.3% | Added |
| KLP Kapitalforvaltning AS | 26,500 | $8.67M | 0.04% | +400+1.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 25,000 | $8.18M | 0.02% | +20,874+505.9% | Added |
| State of New Jersey Common Pension Fund D | 24,803 | $8.11M | 0.04% | −2,525−9.2% | Reduced |
| Whittier Trust Co | 24,366 | $7.97M | 0.11% | +529+2.2% | Added |
| Public Employees Retirement System of Ohio | 23,795 | $7.78M | 0.03% | −2,483−9.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 23,759 | $7.77M | 0.05% | −286−1.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 23,592 | $7.75M | 0.04% | +1,098+4.9% | Added |
| National Bank of Canada | 23,479 | $7.68M | 0.01% | +22,017+1,506.0% | Added |
| Brant Point Investment Management LLC | 23,166 | $7.58M | 1.85% | −150−0.6% | Reduced |
| Nomura Asset Management Co Ltd | 22,472 | $7.35M | 0.02% | +1,144+5.4% | Added |
| Walleye Trading LLC | 22,001 | $7.20M | 0.20% | +15,270+226.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 21,998 | $7.20M | 0.01% | +1,106+5.3% | Added |
| La Banque Postale Asset Management SA | 21,973 | $7.19M | 0.11% | +21,973 | New |