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 |
|---|---|---|---|---|---|
| Fundamentun, LLC | 675 | $220.8K | 0.01% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 675 | $220.7K | 0.04% | +54+8.7% | Added |
| PFG Investments, LLC | 670 | $219.3K | 0.01% | −23−3.3% | Reduced |
| Quest Partners LLC | 667 | $218.2K | 0.02% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 660 | $215.8K | 0.19% | −57−7.9% | Reduced |
| Security Financial Services, INC. | 659 | $215.6K | 0.04% | +2+0.3% | Added |
| Fifth Third Bancorp | 658 | $215.3K | 0.00% | +614+1,395.5% | Added |
| Fifth Third Wealth Advisors LLC | 654 | $213.9K | 0.01% | +654 | New |
| Norden Group LLC | 653 | $213.6K | 0.02% | +12+1.9% | Added |
| Natural Investments, LLC | 647 | $211.0K | 0.06% | −4−0.6% | Reduced |
| Drive Wealth Management, LLC | 638 | $208.8K | 0.05% | −24−3.6% | Reduced |
| Quantum Financial Advisors, LLC | 636 | $208.1K | 0.03% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 626 | $204.8K | 0.20% | +626 | New |
| Eagle Bay Advisors LLC | 624 | $204.1K | 0.17% | +13+2.1% | Added |
| R Squared Ltd | 620 | $202.8K | 0.22% | +380+158.3% | Added |
| Great Diamond Partners, LLC | 614 | $200.9K | 0.05% | −35−5.4% | Reduced |
| GeoWealth Management, LLC | 612 | $200.2K | 0.01% | −164−21.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $196.3K | 0.01% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 594 | $194.3K | 0.06% | +78+15.1% | Added |
| LRI Investments, LLC | 577 | $188.8K | 0.02% | −346−37.5% | Reduced |
| United Community Bank | 565 | $184.8K | 0.07% | −5−0.9% | Reduced |
| Colonial Trust Co | 555 | $181.5K | 0.03% | +50+9.9% | Added |
| Allworth Financial LP | 531 | $167.8K | 0.00% | +67+14.4% | Added |
| WPG Advisers, LLC | 510 | $166.8K | 0.16% | −47−8.4% | Reduced |
| Maltese Capital Management LLC | 500 | $163.6K | 0.03% | +500 | New |
| Golden State Wealth Management, LLC | 500 | $163.6K | 0.02% | 00.0% | Unchanged |
| LTS One Management LP | 500 | $163.6K | 0.05% | +500 | New |
| Elgethun Capital Management | 493 | $161.3K | 0.04% | 00.0% | Unchanged |
| Natixis | 483 | $159.3K | 0.00% | +112+30.2% | Added |
| Whipplewood Advisors, LLC | 477 | $159.0K | 0.09% | −35−6.8% | Reduced |
| GAMMA Investing LLC | 476 | $155.7K | 0.01% | +119+33.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 463 | $151.5K | 0.03% | +463 | New |
| First Horizon Advisors, Inc. | 422 | $138.1K | 0.00% | −10−2.3% | Reduced |
| Gables Capital Management Inc. | 400 | $130.9K | 0.06% | 00.0% | Unchanged |
| Headlands Technologies LLC | 396 | $129.5K | 0.01% | −11,973−96.8% | Reduced |
| Farther Finance Advisors, LLC | 382 | $127.9K | 0.00% | −50−11.6% | Reduced |
| Groupe la Francaise | 376 | $125.3K | 0.00% | +376 | New |
| Simplex Trading, LLC | 375 | $122.0K | 0.00% | +375 | New |
| Acadian Asset Management LLC | 371 | $121.0K | 0.00% | +371 | New |
| Central Trust Co | 357 | $116.8K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 356 | $116.0K | 0.00% | +16+4.7% | Added |
| Smartleaf Asset Management LLC | 341 | $114.9K | 0.01% | −45−11.7% | Reduced |
| Leonteq Securities AG | 346 | $113.0K | 0.01% | +73+26.7% | Added |
| Ameliora Wealth Management Ltd. | 330 | $107.7K | 0.04% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 315 | $103.0K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 312 | $102.1K | 0.06% | +312 | New |
| Jones Financial Companies LLLP | 298 | $100.3K | 0.00% | +160+115.9% | Added |
| NBT Bank N A | 296 | $96.8K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 276 | $90.3K | 0.00% | +276 | New |
| Cullen/Frost Bankers, Inc. | 274 | $89.7K | 0.00% | −1,240−81.9% | Reduced |
| Flaharty Asset Management, LLC | 256 | $83.7K | 0.01% | +256 | New |
| Alpine Bank Wealth Management | 232 | $75.9K | 0.01% | +232 | New |
| Huntington National Bank | 232 | $75.9K | 0.00% | +164+241.2% | Added |
| Compass Financial Services Inc | 229 | $75.0K | 0.04% | +29+14.5% | Added |
| IFP Advisors, Inc | 229 | $74.8K | 0.00% | +73+46.8% | Added |
| Hexagon Capital Partners LLC | 225 | $73.6K | 0.01% | −16−6.6% | Reduced |
| Skopos Labs, Inc. | 218 | $71.3K | 0.02% | +20+10.1% | Added |
| von Borstel & Associates, Inc. | 203 | $66.0K | 0.02% | +203 | New |
| Washington Trust Advisors, Inc. | 185 | $60.6K | 0.01% | +185 | New |
| SRS Capital Advisors, Inc. | 184 | $60.2K | 0.00% | +21+12.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 181 | $59.2K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 181 | $59.2K | 0.01% | +167+1,192.9% | Added |
| Atala Financial Inc | 180 | $58.9K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $57.3K | 0.00% | −5−2.8% | Reduced |
| Spire Wealth Management | 174 | $57.0K | 0.00% | +28+19.2% | Added |
| FIL Ltd | 172 | $56.3K | 0.00% | +5+3.0% | Added |
| Carolinas Wealth Consulting LLC | 170 | $55.6K | 0.01% | +170 | New |
| CoreCap Advisors, LLC | 169 | $55.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 160 | $53.0K | 0.04% | +64+66.7% | Added |
| Parkside Financial Bank & Trust | 144 | $47.1K | 0.01% | +36+33.3% | Added |
| Clark Wealth Partners | 140 | $45.8K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 138 | $45.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 137 | $44.8K | 0.01% | +137 | New |
| Capital Analysts, LLC | 135 | $44.0K | 0.00% | −21−13.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 115 | $42.8K | 0.01% | −17−12.9% | Reduced |
| Fourth Dimension Wealth, LLC | 123 | $40.1K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 120 | $39.3K | 0.00% | −1,093−90.1% | Reduced |
| Smithfield Trust Co | 119 | $39.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 118 | $38.6K | 0.00% | −15−11.3% | Reduced |
| Meeder Asset Management Inc | 113 | $37.0K | 0.00% | −449−79.9% | Reduced |
| Riverview Trust Co | 113 | $37.0K | 0.04% | −2−1.7% | Reduced |
| TCTC Holdings, LLC | 104 | $34.0K | 0.00% | +56+116.7% | Added |
| City Holding Co | 103 | $33.7K | 0.00% | +103 | New |
| Massmutual Trust Co FSB | 100 | $32.7K | 0.00% | +39+63.9% | Added |
| Private Trust Co NA | 97 | $31.7K | 0.00% | +68+234.5% | Added |
| Graney & King, LLC | 93 | $30.5K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 87 | $28.5K | 0.00% | −13−13.0% | Reduced |
| Millstone Evans Group, LLC | 87 | $28.5K | 0.02% | +48+123.1% | Added |
| IAG Wealth Partners, LLC | 84 | $27.3K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 81 | $26.8K | 0.00% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 81 | $26.5K | 0.01% | +81 | New |
| Binnacle Investments Inc | 80 | $26.2K | 0.02% | +80 | New |
| Clear Street Markets LLC | 80 | $26.2K | 0.02% | +80 | New |
| Bank of Jackson Hole Trust | 64 | $23.8K | 0.02% | +64 | New |
| JFS Wealth Advisors, LLC | 68 | $22.2K | 0.00% | +2+3.0% | Added |
| Wayfinding Financial, LLC | 68 | $22.0K | 0.01% | +68 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 65 | $21.3K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 67 | $21.0K | 0.00% | +14+26.4% | Added |
| Pinnacle Bancorp, Inc. | 63 | $20.6K | 0.01% | +40+173.9% | Added |
| Bell Investment Advisors, Inc | 57 | $18.6K | 0.00% | 00.0% | Unchanged |