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 |
|---|---|---|---|---|---|
| JustInvest LLC | 7,603 | $2.49M | 0.04% | +829+12.2% | Added |
| UBS Oconnor LLC | 7,500 | $2.45M | 0.06% | +7,500 | New |
| Symmetry Investments LP | 7,500 | $2.45M | 0.22% | +7,500 | New |
| Siren, L.L.C. | 7,500 | $2.45M | 0.14% | +7,500 | New |
| Public Employees Retirement Association of Colorado | 7,468 | $2.44M | 0.01% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 7,296 | $2.39M | 0.22% | +7,296 | New |
| Qube Research & Technologies Ltd | 7,278 | $2.38M | 0.00% | −41,714−85.1% | Reduced |
| HB Wealth Management, LLC | 7,233 | $2.37M | 0.02% | +5,929+454.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,200 | $2.36M | 0.22% | −177−2.4% | Reduced |
| Integrated Investment Consultants, LLC | 7,176 | $2.35M | 0.47% | −289−3.9% | Reduced |
| The PNC Financial Services Group, Inc. | 7,110 | $2.33M | 0.00% | +2,213+45.2% | Added |
| Donoghue Forlines LLC | 7,054 | $2.31M | 0.73% | +591+9.1% | Added |
| Prudential PLC | 7,021 | $2.30M | 0.01% | +1,264+22.0% | Added |
| Bridgeway Capital Management, LLC | 7,010 | $2.29M | 0.06% | −1,300−15.6% | Reduced |
| OV Management LLC | 7,000 | $2.29M | 1.07% | +7,000 | New |
| Commonwealth Equity Services, LLC | 6,991 | $2.29M | 0.00% | +1,097+18.6% | Added |
| SG Americas Securities, LLC | 6,987 | $2.29M | 0.01% | +6,987 | New |
| King Luther Capital Management Corp | 6,863 | $2.25M | 0.01% | +20+0.3% | Added |
| Garrett Investment Advisors LLC | 6,717 | $2.20M | 0.22% | −811−10.8% | Reduced |
| Two Sigma Investments, LP | 6,716 | $2.20M | 0.00% | −5,214−43.7% | Reduced |
| Summit Trail Advisors, LLC | 6,655 | $2.18M | 0.07% | +4,833+265.3% | Added |
| SummitTX Capital, L.P. | 6,614 | $2.16M | 0.10% | +6,614 | New |
| Sterling Group Wealth Management, LLC | 6,535 | $2.14M | 1.15% | −30−0.5% | Reduced |
| James Investment Research Inc | 6,503 | $2.13M | 0.27% | −678−9.4% | Reduced |
| Nisa Investment Advisors, LLC | 6,497 | $2.13M | 0.01% | +4,319+198.3% | Added |
| Gradient Investments LLC | 6,480 | $2.12M | 0.04% | −779−10.7% | Reduced |
| Nordea Investment Management AB | 6,438 | $2.10M | 0.00% | +22+0.3% | Added |
| Diversified Trust Co | 6,350 | $2.08M | 0.05% | +113+1.8% | Added |
| Candriam Luxembourg S.C.A. | 6,338 | $2.07M | 0.01% | −10.0% | Reduced |
| Dynasty Wealth Management, LLC | 6,331 | $2.07M | 0.03% | +166+2.7% | Added |
| Dana Investment Advisors, Inc. | 6,058 | $1.98M | 0.07% | −91−1.5% | Reduced |
| Baird Financial Group, Inc. | 6,010 | $1.97M | 0.00% | −2,428−28.8% | Reduced |
| Toroso Investments, LLC | 6,005 | $1.96M | 0.02% | +2,349+64.3% | Added |
| Tredje AP-fonden | 5,945 | $1.94M | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 5,875 | $1.92M | 0.02% | +213+3.8% | Added |
| Avanza Fonder AB | 5,607 | $1.90M | 0.06% | +1,134+25.4% | Added |
| Credit Agricole S A | 5,786 | $1.89M | 0.01% | −65−1.1% | Reduced |
| Pitcairn Co | 5,773 | $1.89M | 0.11% | −214−3.6% | Reduced |
| Creative Planning | 5,638 | $1.84M | 0.00% | +1,401+33.1% | Added |
| Ethic Inc. | 5,482 | $1.84M | 0.04% | +562+11.4% | Added |
| CIBC Private Wealth Group, LLC | 6,329 | $1.82M | 0.00% | −1,696−21.1% | Reduced |
| AE Wealth Management LLC | 5,546 | $1.81M | 0.02% | +2,519+83.2% | Added |
| Gabelli Funds LLC | 5,483 | $1.79M | 0.01% | +190+3.6% | Added |
| Capital World Investors | 5,435 | $1.78M | 0.00% | −13,819−71.8% | Reduced |
| Brevan Howard Capital Management LP | 5,341 | $1.75M | 0.05% | −12,566−70.2% | Reduced |
| Yorktown Management & Research Co Inc | 5,290 | $1.73M | 1.88% | −400−7.0% | Reduced |
| FORA Capital, LLC | 5,283 | $1.73M | 0.18% | +5,283 | New |
| Knollwood Investment Advisory, LLC | 5,275 | $1.73M | 0.19% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 5,184 | $1.70M | 0.08% | +5,184 | New |
| Kentucky Retirement Systems | 5,082 | $1.66M | 0.05% | +5,082 | New |
| Mediolanum International Funds Ltd | 4,878 | $1.64M | 0.02% | −9,981−67.2% | Reduced |
| Maven Securities LTD | 5,000 | $1.64M | 0.36% | +5,000 | New |
| Woodline Partners LP | 5,000 | $1.64M | 0.01% | +5,000 | New |
| Kerusso Capital Management LLC | 4,975 | $1.63M | 1.04% | +4,975 | New |
| Crawford Investment Counsel Inc | 4,951 | $1.62M | 0.03% | +340+7.4% | Added |
| Shepherd Financial Partners LLC | 4,755 | $1.56M | 0.18% | −9,000−65.4% | Reduced |
| M&T Bank Corp | 4,705 | $1.54M | 0.01% | −3−0.1% | Reduced |
| Future Fund LLC | 4,651 | $1.52M | 1.96% | −539−10.4% | Reduced |
| MetLife Investment Management | 4,579 | $1.50M | 0.01% | −10−0.2% | Reduced |
| Tudor Investment Corp Et Al | 4,559 | $1.49M | 0.01% | −52,873−92.1% | Reduced |
| Northwest & Ethical Investments L.P. | 4,560 | $1.49M | 0.04% | +3,260+250.8% | Added |
| Mackenzie Financial Corp | 4,433 | $1.45M | 0.00% | +794+21.8% | Added |
| Intech Investment Management LLC | 4,363 | $1.43M | 0.01% | −2,450−36.0% | Reduced |
| Colony Group, LLC | 4,360 | $1.43M | 0.00% | +473+12.2% | Added |
| Versor Investments LP | 4,321 | $1.41M | 0.23% | −1,293−23.0% | Reduced |
| Gulf International Bank (UK) Ltd | 4,265 | $1.40M | 0.05% | −1,806−29.7% | Reduced |
| Fulton Bank, N.A. | 4,168 | $1.36M | 0.06% | −679−14.0% | Reduced |
| STRS Ohio | 4,157 | $1.36M | 0.01% | +4,157 | New |
| Park Avenue Securities LLC | 4,141 | $1.35M | 0.02% | +292+7.6% | Added |
| PEAK6 LLC | 4,130 | $1.35M | 0.05% | −6,999−62.9% | Reduced |
| Tower Research Capital LLC (TRC) | 4,109 | $1.34M | 0.04% | +2,503+155.9% | Added |
| Kestra Advisory Services, LLC | 4,001 | $1.31M | 0.01% | −1,069−21.1% | Reduced |
| CAPROCK Group, Inc. | 3,980 | $1.30M | 0.04% | +101+2.6% | Added |
| LVW Advisors, LLC | 3,919 | $1.28M | 0.15% | −252−6.0% | Reduced |
| Integrated Wealth Concepts LLC | 3,863 | $1.26M | 0.01% | +71+1.9% | Added |
| Vinva Investment Management Ltd | 3,721 | $1.25M | 0.05% | +2,856+330.2% | Added |
| Resources Investment Advisors, LLC. | 3,823 | $1.25M | 0.01% | +305+8.7% | Added |
| Sumitomo Life Insurance Co | 3,816 | $1.25M | 0.04% | −66−1.7% | Reduced |
| Retireful, LLC | 3,680 | $1.24M | 1.20% | −780−17.5% | Reduced |
| Prossimo Advisors, LLC | 3,785 | $1.24M | 0.93% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 3,183 | $1.23M | 0.07% | +3,183 | New |
| Ieq Capital, LLC | 3,726 | $1.22M | 0.01% | +1,205+47.8% | Added |
| Independent Advisor Alliance | 3,723 | $1.22M | 0.04% | +260+7.5% | Added |
| Cookson Peirce & Co Inc | 3,643 | $1.19M | 0.06% | +3,643 | New |
| IHT Wealth Management, LLC | 3,578 | $1.17M | 0.04% | +517+16.9% | Added |
| Allstate Corp | 3,561 | $1.16M | 0.03% | +1,357+61.6% | Added |
| Schroder Investment Management Group | 3,525 | $1.15M | 0.00% | +288+8.9% | Added |
| GWM Advisors LLC | 3,525 | $1.15M | 0.01% | +1,055+42.7% | Added |
| Maryland State Retirement & Pension System | 3,479 | $1.14M | 0.03% | −495−12.5% | Reduced |
| Aureus Asset Management, LLC | 3,473 | $1.14M | 0.08% | −32−0.9% | Reduced |
| CIBC Asset Management Inc | 3,420 | $1.12M | 0.00% | +119+3.6% | Added |
| CIBC World Markets Corp | 3,407 | $1.11M | 0.01% | +24+0.7% | Added |
| RSM US Wealth Management LLC | 3,400 | $1.11M | 0.02% | +1,702+100.2% | Added |
| Yarbrough Capital, LLC | 3,361 | $1.10M | 0.05% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,341 | $1.09M | 0.02% | +2,209+195.1% | Added |
| Snowden Capital Advisors LLC | 3,327 | $1.09M | 0.03% | +1,405+73.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,265 | $1.07M | 0.00% | −1,078−24.8% | Reduced |
| Gateway Investment Advisers LLC | 3,178 | $1.04M | 0.01% | +307+10.7% | Added |
| SkyView Investment Advisors, LLC | 3,177 | $1.04M | 0.16% | +109+3.6% | Added |
| Engineers Gate Manager LP | 3,169 | $1.04M | 0.02% | −5,384−62.9% | Reduced |