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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 3,064 | $1.00M | 0.01% | −39−1.3% | Reduced |
| Shelton Wealth Management, LLC | 3,039 | $994.2K | 0.57% | −283−8.5% | Reduced |
| EFG Asset Management (North America) Corp. | 3,025 | $990.1K | 0.16% | +3,025 | New |
| Mount Yale Investment Advisors, LLC | 2,973 | $972.6K | 0.08% | −720−19.5% | Reduced |
| Banque Cantonale Vaudoise | 2,955 | $967.0K | 0.04% | +2,955 | New |
| Investment Management Corp of Ontario | 2,947 | $964.1K | 0.02% | +886+43.0% | Added |
| Impact Capital Partners LLC | 2,942 | $962.4K | 0.35% | +59+2.0% | Added |
| Sowell Financial Services LLC | 2,926 | $957.1K | 0.04% | +2,926 | New |
| Friedenthal Financial | 2,902 | $949.4K | 0.57% | +2,902 | New |
| Vestcor Inc | 2,899 | $948.0K | 0.03% | +61+2.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,888 | $944.8K | 0.04% | +409+16.5% | Added |
| Bank of Nova Scotia | 2,876 | $940.9K | 0.00% | +2,876 | New |
| MAI Capital Management | 2,871 | $939.1K | 0.01% | +44+1.6% | Added |
| Prudential Financial Inc | 2,854 | $933.7K | 0.00% | +1,190+71.5% | Added |
| Mercer Global Advisors Inc | 2,815 | $920.9K | 0.00% | −119−4.1% | Reduced |
| CWM, LLC | 2,778 | $909.0K | 0.00% | +902+48.1% | Added |
| Vident Advisory, LLC | 2,750 | $899.6K | 0.01% | −776−22.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,711 | $887.0K | 0.00% | +349+14.8% | Added |
| Wealthfront Advisers LLC | 2,699 | $883.0K | 0.00% | +51+1.9% | Added |
| Ostrum Asset Management | 2,688 | $879.4K | 0.05% | −1,500−35.8% | Reduced |
| Everence Capital Management Inc | 2,640 | $864.0K | 0.06% | +1,030+64.0% | Added |
| Bessemer Group Inc | 2,619 | $856.0K | 0.00% | +733+38.9% | Added |
| Moran Wealth Management, LLC | 2,611 | $854.2K | 0.03% | −111−4.1% | Reduced |
| Thrivent Financial for Lutherans | 2,675 | $843.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 2,571 | $841.1K | 0.01% | −355−12.1% | Reduced |
| Legacy Capital Group California, Inc. | 2,539 | $830.6K | 0.29% | +2,539 | New |
| Parallel Advisors, LLC | 2,534 | $829.0K | 0.02% | +55+2.2% | Added |
| Garrett Wealth Advisory Group, LLC | 2,500 | $817.9K | 0.18% | −719−22.3% | Reduced |
| Ritholtz Wealth Management | 2,476 | $810.0K | 0.02% | +10.0% | Added |
| Fiduciary Trust Co | 2,436 | $797.0K | 0.01% | +576+31.0% | Added |
| Alerus Financial NA | 2,422 | $792.3K | 0.06% | +2,422 | New |
| EFG Asset Management (Americas) Corp. | 2,406 | $787.1K | 0.16% | +2,406 | New |
| Central Pacific Bank - Trust Division | 2,397 | $784.2K | 0.11% | +1,833+325.0% | Added |
| Avantax Advisory Services, Inc. | 2,340 | $765.6K | 0.00% | +351+17.6% | Added |
| HighPoint Advisor Group LLC | 2,373 | $757.7K | 0.04% | +226+10.5% | Added |
| London Co of Virginia | 2,270 | $742.6K | 0.00% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 2,269 | $742.4K | 0.38% | +520+29.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,267 | $741.6K | 0.01% | −137−5.7% | Reduced |
| Greenline Partners, LLC | 2,266 | $741.3K | 0.11% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 2,264 | $740.6K | 0.06% | −55−2.4% | Reduced |
| Stephens Inc | 2,258 | $738.7K | 0.01% | +1,220+117.5% | Added |
| Martingale Asset Management L P | 2,253 | $737.0K | 0.02% | +2,253 | New |
| Assenagon Asset Management S.A. | 2,239 | $732.5K | 0.00% | −28,970−92.8% | Reduced |
| Everpar Advisors LLC | 2,212 | $723.6K | 0.38% | −220−9.0% | Reduced |
| Root Financial Partners, LLC | 2,200 | $719.7K | 0.08% | +9+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,164 | $707.9K | 0.05% | +2,164 | New |
| Schechter Investment Advisors, LLC | 2,159 | $706.3K | 0.06% | −602−21.8% | Reduced |
| Gibbs Wealth Management | 2,140 | $700.1K | 0.17% | +452+26.8% | Added |
| ASR Vermogensbeheer N.V. | 2,132 | $697.5K | 0.01% | +2,132 | New |
| Rakuten Investment Management, Inc. | 2,066 | $696.0K | 0.00% | +2,066 | New |
| NBC Securities, Inc. | 2,129 | $696.0K | 0.06% | +2,127+106,350.0% | Added |
| Axxcess Wealth Management, LLC | 2,125 | $695.0K | 0.02% | +788+58.9% | Added |
| Harvest Fund Management Co., Ltd | 2,103 | $688.0K | 0.03% | +347+19.8% | Added |
| E. Ohman J:or Asset Management AB | 2,100 | $687.0K | 0.02% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 2,100 | $687.0K | 0.03% | +1,100+110.0% | Added |
| Venturi Wealth Management, LLC | 2,099 | $686.7K | 0.04% | +7+0.3% | Added |
| Stratos Wealth Partners, LTD. | 2,083 | $681.8K | 0.01% | −164−7.3% | Reduced |
| Petrus Trust Company, LTA | 2,072 | $677.8K | 0.06% | +753+57.1% | Added |
| XML Financial, LLC | 2,021 | $661.0K | 0.06% | +148+7.9% | Added |
| Gladstone Institutional Advisory LLC | 2,019 | $660.5K | 0.03% | +2,019 | New |
| Jefferies Financial Group Inc. | 2,000 | $654.3K | 0.01% | −15,400−88.5% | Reduced |
| WJ Wealth Management, LLC | 2,000 | $654.3K | 0.23% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,944 | $636.0K | 0.19% | +1,944 | New |
| Vontobel Holding Ltd. | 1,929 | $631.1K | 0.00% | −133−6.5% | Reduced |
| Davenport & Co LLC | 1,918 | $627.5K | 0.00% | +156+8.9% | Added |
| Procyon Private Wealth Partners, LLC | 1,910 | $624.9K | 0.04% | +1,910 | New |
| Hunting Hill Global Capital, LLC | 1,871 | $612.1K | 0.77% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,851 | $605.5K | 0.06% | −629−25.4% | Reduced |
| Applied Finance Capital Management, LLC | 1,846 | $603.9K | 0.04% | +89+5.1% | Added |
| QRG Capital Management, Inc. | 1,841 | $602.2K | 0.01% | +29+1.6% | Added |
| Bryn Mawr Trust Co | 1,816 | $594.1K | 0.01% | +1,352+291.4% | Added |
| Yousif Capital Management, LLC | 1,798 | $588.2K | 0.01% | +15+0.8% | Added |
| Concorde Asset Management, LLC | 1,830 | $583.5K | 0.31% | −156−7.9% | Reduced |
| Advisor OS, LLC | 1,778 | $581.8K | 0.07% | −168−8.6% | Reduced |
| Lido Advisors, LLC | 1,774 | $580.6K | 0.00% | +35+2.0% | Added |
| Okabena Investment Services Inc | 1,740 | $569.2K | 0.14% | +170+10.8% | Added |
| Itau Unibanco Holding S.A. | 1,737 | $568.0K | 0.02% | +1,608+1,246.5% | Added |
| Balyasny Asset Management LLC | 1,711 | $559.7K | 0.00% | −469,777−99.6% | Reduced |
| Catalyst Capital Advisors LLC | 1,710 | $559.4K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,701 | $556.5K | 0.01% | +588+52.8% | Added |
| Sanchez Wealth Management Group | 1,688 | $552.2K | 0.15% | +2+0.1% | Added |
| Quadrant Capital Group LLC | 1,677 | $548.6K | 0.02% | +1,234+278.6% | Added |
| Wealth Alliance | 1,655 | $541.3K | 0.07% | +172+11.6% | Added |
| Hamilton Capital Partners Inc. | 1,634 | $534.5K | 0.03% | −46−2.7% | Reduced |
| Magnolia Private Wealth, LLC | 1,629 | $532.9K | 0.45% | +78+5.0% | Added |
| EverSource Wealth Advisors, LLC | 1,613 | $527.9K | 0.03% | +72+4.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,609 | $527.0K | 0.00% | +130+8.8% | Added |
| Squarepoint Ops LLC | 1,600 | $523.4K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,600 | $523.4K | 0.00% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 1,600 | $523.4K | 0.07% | +300+23.1% | Added |
| Potentia Wealth | 1,578 | $516.1K | 0.24% | +1+0.1% | Added |
| Pennsylvania Capital Management Inc | 1,572 | $514.3K | 0.19% | −3−0.2% | Reduced |
| Transcend Wealth Collective, LLC | 1,568 | $513.0K | 0.04% | +1,568 | New |
| Signaturefd, LLC | 1,553 | $508.0K | 0.01% | +201+14.9% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,542 | $504.5K | 0.13% | +1+0.1% | Added |
| Wedmont Private Capital | 1,606 | $500.1K | 0.03% | +28+1.8% | Added |
| Advisors Asset Management, Inc. | 1,511 | $494.3K | 0.01% | −569−27.4% | Reduced |
| Thoroughbred Financial Services, LLC | 1,504 | $492.0K | 0.03% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 1,453 | $475.3K | 0.38% | +1,453 | New |
| Beacon Pointe Advisors, LLC | 1,450 | $474.3K | 0.01% | +1+0.1% | Added |