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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 21,627 | $7.08M | 0.05% | −63−0.3% | Reduced |
| Quantinno Capital Management LP | 21,395 | $7.00M | 0.05% | +6,256+41.3% | Added |
| Laurion Capital Management LP | 21,387 | $7.00M | 0.54% | +12,500+140.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 21,325 | $6.98M | 0.20% | +12,200+133.7% | Added |
| Handelsbanken Fonder AB | 21,181 | $6.93M | 0.03% | +2,000+10.4% | Added |
| US Bancorp | 21,035 | $6.88M | 0.01% | +941+4.7% | Added |
| Iridian Asset Management LLC | 20,901 | $6.84M | 2.14% | −8,001−27.7% | Reduced |
| Winthrop Advisory Group LLC | 20,579 | $6.73M | 0.81% | −375−1.8% | Reduced |
| Blair William & Co | 20,438 | $6.69M | 0.02% | −918−4.3% | Reduced |
| MML Investors Services, LLC | 20,102 | $6.58M | 0.02% | +3,186+18.8% | Added |
| Sculptor Capital LP | 20,000 | $6.54M | 0.15% | +20,000 | New |
| Atria Investments LLC | 19,999 | $6.54M | 0.08% | +4,205+26.6% | Added |
| Point72 Europe (London) LLP | 19,996 | $6.54M | 0.45% | −11,000−35.5% | Reduced |
| Castleark Management LLC | 19,890 | $6.51M | 0.23% | +19,890 | New |
| Storebrand Asset Management AS | 19,572 | $6.40M | 0.02% | +1,021+5.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 19,300 | $6.31M | 0.08% | +2,800+17.0% | Added |
| Schonfeld Strategic Advisors LLC | 19,286 | $6.31M | 0.04% | +1,182+6.5% | Added |
| Argent Capital Management LLC | 19,246 | $6.30M | 0.19% | +99+0.5% | Added |
| Cetera Investment Advisers | 18,400 | $6.02M | 0.01% | +3,747+25.6% | Added |
| Eagle Rock Investment Company, LLC | 18,059 | $5.91M | 1.01% | +25+0.1% | Added |
| Poplar Forest Capital LLC | 18,019 | $5.89M | 1.05% | −7,992−30.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 17,473 | $5.89M | 0.02% | +9,240+112.2% | Added |
| Illinois Municipal Retirement Fund | 17,742 | $5.80M | 0.08% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 17,719 | $5.80M | 0.06% | +2,187+14.1% | Added |
| Sanctuary Advisors, LLC | 17,684 | $5.79M | 0.04% | +1,052+6.3% | Added |
| Strategic Global Advisors, LLC | 16,799 | $5.50M | 1.09% | −9,856−37.0% | Reduced |
| Daiwa Securities Group Inc. | 16,588 | $5.43M | 0.02% | +3,730+29.0% | Added |
| Tobam | 16,331 | $5.34M | 2.28% | −3,802−18.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 16,125 | $5.28M | 0.03% | +701+4.5% | Added |
| Primecap Management Co | 16,000 | $5.23M | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,910 | $5.20M | 0.05% | +1,114+7.5% | Added |
| Silvant Capital Management LLC | 15,701 | $5.14M | 0.24% | +2,955+23.2% | Added |
| Commerce Bank | 15,632 | $5.11M | 0.03% | −3,184−16.9% | Reduced |
| Northwest Financial Advisors | 15,505 | $5.07M | 4.21% | +13+0.1% | Added |
| Sterling Capital Management LLC | 15,158 | $4.96M | 0.08% | +2,155+16.6% | Added |
| Forsta Ap-Fonden | 15,000 | $4.91M | 0.04% | −500−3.2% | Reduced |
| Xponance, Inc. | 14,705 | $4.81M | 0.05% | +276+1.9% | Added |
| O'Shaughnessy Asset Management, LLC | 14,704 | $4.81M | 0.04% | +522+3.7% | Added |
| IFM Investors Pty Ltd | 14,695 | $4.81M | 0.05% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,532 | $4.75M | 0.01% | +3,012+26.1% | Added |
| British Columbia Investment Management Corp | 14,319 | $4.68M | 0.03% | +40.0% | Added |
| Walleye Capital LLC | 13,943 | $4.56M | 0.05% | −21,716−60.9% | Reduced |
| DnB Asset Management AS | 13,809 | $4.52M | 0.02% | +865+6.7% | Added |
| HighTower Advisors, LLC | 13,762 | $4.50M | 0.01% | −1,438−9.5% | Reduced |
| KBC Group NV | 13,679 | $4.47M | 0.01% | +453+3.4% | Added |
| Bank of Montreal | 13,666 | $4.47M | 0.00% | −46,244−77.2% | Reduced |
| Mariner, LLC | 13,654 | $4.47M | 0.01% | +1,043+8.3% | Added |
| Federated Hermes, Inc. | 13,543 | $4.43M | 0.01% | −44−0.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,417 | $4.39M | 0.11% | +452+3.5% | Added |
| Voleon Capital Management LP | 13,056 | $4.27M | 0.33% | +6,096+87.6% | Added |
| CIBC World Markets Inc. | 12,725 | $4.16M | 0.01% | +143+1.1% | Added |
| 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 |
| Gillson Capital LP | 12,500 | $4.09M | 0.35% | +12,500 | New |
| Cornerstone Wealth Management, LLC | 12,457 | $4.08M | 0.28% | +7+0.1% | Added |
| Estate Counselors, LLC | 12,430 | $4.07M | 0.42% | +12,430 | New |
| Utah Retirement Systems | 12,317 | $4.03M | 0.05% | 00.0% | Unchanged |
| Bullseye Asset Management LLC | 12,248 | $4.01M | 2.17% | −9,000−42.4% | Reduced |
| Cerity Partners LLC | 12,132 | $3.97M | 0.01% | +284+2.4% | Added |
| TD Private Client Wealth LLC | 12,066 | $3.95M | 0.11% | −526−4.2% | Reduced |
| TT International Asset Management LTD | 11,963 | $3.91M | 0.58% | −80−0.7% | Reduced |
| Empowered Funds, LLC | 11,493 | $3.76M | 0.05% | −622−5.1% | Reduced |
| Crossmark Global Holdings, Inc. | 11,437 | $3.74M | 0.07% | +7,789+213.5% | Added |
| Jane Street Group, LLC | 11,375 | $3.72M | 0.01% | −31,966−73.8% | Reduced |
| Toronto Dominion Bank | 11,262 | $3.68M | 0.01% | +1,488+15.2% | Added |
| United Asset Strategies, Inc. | 11,027 | $3.61M | 0.33% | −184−1.6% | Reduced |
| Oppenheimer Asset Management Inc. | 10,927 | $3.57M | 0.04% | −3,220−22.8% | Reduced |
| Otter Creek Advisors, LLC | 10,845 | $3.55M | 2.47% | +10,845 | New |
| Police & Firemen's Retirement System of New Jersey | 10,821 | $3.54M | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,157 | $3.42M | 0.04% | +1,910+23.2% | Added |
| Advisor Group Holdings, Inc. | 10,411 | $3.41M | 0.01% | +3,403+48.6% | Added |
| Swiss Life Asset Management Ltd | 10,224 | $3.34M | 0.02% | +2,672+35.4% | Added |
| Genus Capital Management Inc. | 10,095 | $3.30M | 0.48% | +10,095 | New |
| Edgestream Partners, L.P. | 10,058 | $3.29M | 0.11% | +10,058 | New |
| Retirement Capital Strategies | 10,041 | $3.28M | 1.28% | 00.0% | Unchanged |
| 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 |
| Wolverine Trading, LLC | 9,581 | $3.23M | 0.10% | +8,704+992.5% | Added |
| Anchor Investment Management, LLC | 9,771 | $3.20M | 0.30% | +74+0.8% | Added |
| Greenleaf Trust | 9,395 | $3.07M | 0.03% | +50+0.5% | Added |
| XTX Topco Ltd | 9,355 | $3.06M | 0.16% | +9,355 | New |
| Beacon Investment Advisors LLC | 9,333 | $3.05M | 1.44% | −10.0% | Reduced |
| Bain Capital Public Equity Management II, LLC | 9,308 | $3.05M | 0.24% | +9,308 | New |
| Nissay Asset Management Corp | 9,295 | $3.04M | 0.02% | +126+1.4% | Added |
| Oliver Luxxe Assets LLC | 9,019 | $2.95M | 0.55% | +646+7.7% | Added |
| Lazard Asset Management LLC | 8,992 | $2.94M | 0.00% | +1,410+18.6% | Added |
| DekaBank Deutsche Girozentrale | 8,627 | $2.87M | 0.01% | −91−1.0% | Reduced |
| Brinker Capital Investments, LLC | 8,665 | $2.83M | 0.03% | +4,224+95.1% | Added |
| Orion Portfolio Solutions, LLC | 8,665 | $2.83M | 0.03% | +4,224+95.1% | Added |
| Flynn Zito Capital Management, LLC | 8,634 | $2.82M | 1.30% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 8,604 | $2.81M | 0.08% | −3,747−30.3% | Reduced |
| F/M Investments LLC | 8,578 | $2.81M | 0.11% | +310+3.7% | Added |
| Robeco Institutional Asset Management B.V. | 8,326 | $2.72M | 0.01% | +397+5.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,215 | $2.69M | 0.01% | −3,587−30.4% | Reduced |
| Caldwell Trust Co | 8,187 | $2.68M | 0.29% | −225−2.7% | Reduced |
| OP Asset Management Ltd | 8,106 | $2.65M | 0.04% | +8,106 | New |
| Wealth Enhancement Advisory Services, LLC | 8,017 | $2.62M | 0.01% | +552+7.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 7,988 | $2.61M | 0.12% | +1,104+16.0% | Added |
| Hennessy Advisors Inc | 7,800 | $2.55M | 0.08% | −2,900−27.1% | Reduced |
| HM Payson & Co | 7,635 | $2.50M | 0.04% | −177−2.3% | Reduced |