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 |
|---|---|---|---|---|---|
| Old National Bancorp | 1,424 | $465.8K | 0.01% | −1,782−55.6% | Reduced |
| Globeflex Capital L P | 1,420 | $464.5K | 0.04% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,404 | $459.3K | 0.09% | +168+13.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,396 | $456.7K | 0.07% | +17+1.2% | Added |
| Spahn Wealth & Retirement LLC | 1,386 | $453.4K | 0.33% | −14−1.0% | Reduced |
| Legacy Financial Group LLC | 1,366 | $446.9K | 0.07% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1,353 | $442.5K | 0.14% | +320+31.0% | Added |
| DGS Capital Management, LLC | 1,344 | $439.7K | 0.12% | +103+8.3% | Added |
| Sagespring Wealth Partners, LLC | 1,338 | $437.6K | 0.01% | +4+0.3% | Added |
| Sequoia Financial Advisors, LLC | 1,331 | $435.6K | 0.00% | +88+7.1% | Added |
| Corebridge Financial, Inc. | 1,322 | $432.5K | 0.00% | −51−3.7% | Reduced |
| Metis Global Partners, LLC | 1,312 | $429.2K | 0.01% | +297+29.3% | Added |
| Shell Asset Management Co | 1,310 | $429.0K | 0.02% | −155−10.6% | Reduced |
| Los Angeles Capital Management LLC | 1,293 | $423.0K | 0.00% | −20−1.5% | Reduced |
| Apollon Wealth Management, LLC | 1,267 | $414.5K | 0.01% | +295+30.3% | Added |
| Caitong International Asset Management Co., Ltd | 1,261 | $412.5K | 0.31% | +1,256+25,120.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,254 | $410.2K | 0.03% | −157−11.1% | Reduced |
| SFG Wealth Management, LLC. | 1,238 | $405.0K | 0.20% | −115−8.5% | Reduced |
| J.Safra Asset Management Corp | 1,234 | $403.7K | 0.03% | +600+94.6% | Added |
| United Capital Financial Advisers, LLC | 1,227 | $401.4K | 0.00% | +24+2.0% | Added |
| Assetmark, Inc | 1,227 | $401.4K | 0.00% | +648+111.9% | Added |
| Brighton Jones LLC | 1,210 | $396.0K | 0.01% | +1,210 | New |
| Impact Investors, Inc | 1,205 | $394.2K | 0.31% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,200 | $392.6K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,193 | $390.1K | 0.04% | +1,193 | New |
| Bridges Investment Management Inc | 1,186 | $388.0K | 0.01% | +1+0.1% | Added |
| Panagora Asset Management Inc | 1,172 | $383.4K | 0.00% | −260−18.2% | Reduced |
| Archer Investment Corp | 1,169 | $382.3K | 0.10% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 1,168 | $382.1K | 0.40% | +162+16.1% | Added |
| Summit Investment Advisors, Inc. | 1,147 | $379.9K | 0.34% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,155 | $377.8K | 0.24% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 1,149 | $375.9K | 0.00% | −29−2.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,137 | $372.0K | 0.00% | +1,090+2,319.1% | Added |
| Emerald Advisers, LLC | 1,117 | $365.4K | 0.02% | −62−5.3% | Reduced |
| Portside Wealth Group, LLC | 1,111 | $363.5K | 0.06% | +68+6.5% | Added |
| State of Michigan Retirement System | 1,100 | $359.9K | 0.00% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 1,100 | $359.9K | 0.26% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,063 | $348.0K | 0.00% | +158+17.5% | Added |
| Principal Securities, Inc. | 1,051 | $343.2K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,040 | $340.2K | 0.01% | 00.0% | Unchanged |
| AXA S.A. | 1,037 | $339.2K | 0.00% | −94−8.3% | Reduced |
| Fox Run Management, L.L.C. | 1,035 | $338.6K | 0.05% | +1,035 | New |
| Forum Financial Management, LP | 1,012 | $331.1K | 0.01% | +1+0.1% | Added |
| Jump Financial, LLC | 1,009 | $330.1K | 0.00% | +1,009 | New |
| Cynosure Management, LLC | 1,005 | $328.8K | 0.05% | +120+13.6% | Added |
| EP Wealth Advisors, LLC | 1,004 | $328.4K | 0.00% | +16+1.6% | Added |
| De Burlo Group Inc | 1,000 | $327.1K | 0.05% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 962 | $324.1K | 0.01% | +962 | New |
| Stevens Capital Management LP | 991 | $324.0K | 0.08% | +991 | New |
| Good Life Advisors, LLC | 988 | $323.3K | 0.02% | +75+8.2% | Added |
| Arkadios Wealth Advisors | 986 | $322.7K | 0.01% | +139+16.4% | Added |
| Lifestyle Asset Management, Inc. | 981 | $320.9K | 0.18% | +83+9.2% | Added |
| National Asset Management, Inc. | 975 | $319.0K | 0.01% | +346+55.0% | Added |
| McMahon Financial Advisors, LLC | 969 | $317.0K | 0.08% | −83−7.9% | Reduced |
| Concurrent Investment Advisors, LLC | 965 | $315.5K | 0.01% | −99−9.3% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 960 | $314.1K | 0.17% | +2+0.2% | Added |
| V-Square Quantitative Management LLC | 956 | $312.7K | 0.05% | +81+9.3% | Added |
| Keybank National Association | 949 | $310.5K | 0.00% | +949 | New |
| Dakota Wealth Management | 940 | $307.5K | 0.01% | −46−4.7% | Reduced |
| Camden National Bank | 938 | $306.9K | 0.05% | −166−15.0% | Reduced |
| ASB Consultores, LLC | 928 | $303.6K | 0.20% | −112−10.8% | Reduced |
| Mather Group, LLC. | 919 | $300.6K | 0.00% | +3+0.3% | Added |
| One Wealth Advisors, LLC | 915 | $299.3K | 0.04% | −100−9.9% | Reduced |
| Kestra Private Wealth Services, LLC | 888 | $290.5K | 0.00% | +888 | New |
| Tyler-Stone Wealth Management | 877 | $286.9K | 0.05% | −199−18.5% | Reduced |
| Financial Advocates Investment Management | 876 | $286.6K | 0.02% | +42+5.0% | Added |
| Quent Capital, LLC | 866 | $283.3K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 864 | $283.0K | 0.06% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 859 | $281.0K | 0.02% | +859 | New |
| Advisor Resource Council | 852 | $278.7K | 0.02% | +852 | New |
| Dorsey & Whitney Trust CO LLC | 843 | $275.8K | 0.02% | −14−1.6% | Reduced |
| World Equity Group, Inc. | 829 | $271.2K | 0.08% | −891−51.8% | Reduced |
| Lindbrook Capital, LLC | 823 | $269.2K | 0.02% | +127+18.2% | Added |
| IFG Advisory, LLC | 813 | $266.1K | 0.01% | +80+10.9% | Added |
| Koshinski Asset Management, Inc. | 812 | $265.6K | 0.02% | +38+4.9% | Added |
| Cresset Asset Management, LLC | 804 | $263.1K | 0.00% | +69+9.4% | Added |
| Perigon Wealth Management, LLC | 796 | $260.4K | 0.01% | −5−0.6% | Reduced |
| ZWJ Investment Counsel Inc | 796 | $260.4K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 791 | $258.8K | 0.00% | +791 | New |
| Gilbert & Cook, Inc. | 791 | $258.8K | 0.04% | +791 | New |
| Berger Financial Group, Inc | 785 | $256.8K | 0.02% | −25−3.1% | Reduced |
| Intrust Bank NA | 778 | $254.5K | 0.03% | −26−3.2% | Reduced |
| Perennial Investment Advisors, LLC | 773 | $253.2K | 0.03% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 771 | $252.3K | 0.03% | +771 | New |
| Fidelis Capital Partners, LLC | 795 | $250.1K | 0.03% | +119+17.6% | Added |
| Systematic Alpha Investments, LLC | 760 | $248.6K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 753 | $246.3K | 0.06% | +753 | New |
| Waddell & Associates, LLC | 746 | $244.0K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 746 | $244.0K | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 739 | $241.8K | 0.00% | −26−3.4% | Reduced |
| Checchi Capital Advisers, LLC | 718 | $234.9K | 0.02% | +718 | New |
| Baader Bank INC | 723 | $234.7K | 0.02% | +26+3.7% | Added |
| Institute for Wealth Management, LLC. | 714 | $233.6K | 0.03% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 696 | $233.0K | 0.02% | −96−12.1% | Reduced |
| WoodTrust Financial Corp | 702 | $230.0K | 0.03% | 00.0% | Unchanged |
| One Day In July LLC | 702 | $229.7K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 694 | $227.0K | 0.00% | −1,007−59.2% | Reduced |
| Bain Capital Public Equity, LP | 692 | $226.4K | 0.25% | +692 | New |
| Jacobi Capital Management LLC | 692 | $226.4K | 0.02% | 00.0% | Unchanged |
| WP Advisors, LLC | 681 | $222.9K | 0.07% | +681 | New |