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, Q2 2025
Institutional positions in LPL Financial Holdings Inc. as of Jun 30, 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
- 802
- +24 vs. Q1 2025
- Shares held
- 79.5M
- +1.57M (+2.0%) vs. Q1 2025
- Total value
- $29.8B
- +$4.23B (+16.6%) vs. Q1 2025
- New holders
- 128
- 332 more added
- Sold out
- 104
- 259 more reduced
10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,986,766 | $2.99B | 0.05% | +613,909+8.3% | Added |
| BlackRock, Inc. | 4,832,797 | $1.81B | 0.03% | +82,718+1.7% | Added |
| Boston Partners | 3,679,484 | $1.38B | 1.53% | +165,201+4.7% | Added |
| Janus Henderson Group PLC | 3,077,677 | $1.15B | 0.57% | +11,323+0.4% | Added |
| Dodge & Cox | 2,701,709 | $1.01B | 0.57% | +1,178,249+77.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,557,458 | $959.0M | 2.29% | −124,159−4.6% | Reduced |
| FMR LLC | 2,454,474 | $920.4M | 0.05% | −710,984−22.5% | Reduced |
| Massachusetts Financial Services Co | 2,442,182 | $915.7M | 0.29% | +926,122+61.1% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,872,248 | $702.0M | 5.08% | +108,233+6.1% | Added |
| State Street Corp | 1,727,166 | $647.6M | 0.02% | +47,581+2.8% | Added |
| Geode Capital Management, LLC | 1,724,962 | $645.1M | 0.05% | +164,484+10.5% | Added |
| WCM Investment Management, LLC | 1,730,777 | $631.7M | 1.44% | +95,423+5.8% | Added |
| Principal Financial Group Inc | 1,596,944 | $598.8M | 0.32% | +558,261+53.7% | Added |
| Jennison Associates LLC | 1,402,750 | $526.0M | 0.31% | +443,379+46.2% | Added |
| Morgan Stanley | 1,373,997 | $515.2M | 0.03% | +168,271+14.0% | Added |
| Samlyn Capital, LLC | 1,215,280 | $455.7M | 6.61% | −185,975−13.3% | Reduced |
| Winslow Capital Management, LLC | 1,183,069 | $443.6M | 1.48% | −274,632−18.8% | Reduced |
| JPMorgan Chase & Co | 1,160,321 | $435.1M | 0.03% | −144,459−11.1% | Reduced |
| Norges Bank | 1,072,919 | $402.3M | 0.05% | +144,599+15.6% | Added |
| Bank of America Corp | 962,076 | $360.7M | 0.03% | +38,386+4.2% | Added |
| SurgoCap Partners LP | 881,405 | $330.5M | 12.67% | −25,037−2.8% | Reduced |
| Raymond James Financial Inc | 870,620 | $326.5M | 0.11% | +10,606+1.2% | Added |
| Dimensional Fund Advisors LP | 863,989 | $323.9M | 0.07% | +21,050+2.5% | Added |
| Egerton Capital (UK) LLP | 832,516 | $312.2M | 3.20% | −38,749−4.4% | Reduced |
| Darlington Partners Capital Management, LP | 785,737 | $294.6M | 9.38% | −185,000−19.1% | Reduced |
| Westfield Capital Management Co LP | 782,232 | $293.3M | 1.23% | −47,867−5.8% | Reduced |
| Agf Management Ltd | 765,024 | $286.9M | 1.30% | +327,580+74.9% | Added |
| UBS Asset Management Americas Inc | 729,209 | $273.4M | 0.06% | +121,648+20.0% | Added |
| Alliancebernstein L.P. | 701,419 | $263.0M | 0.09% | −57,787−7.6% | Reduced |
| TD Asset Management Inc | 653,239 | $244.9M | 0.21% | −28,646−4.2% | Reduced |
| Third Point LLCSuperinvestorThird Point | 625,000 | $234.4M | 3.08% | 00.0% | Unchanged |
| Wells Fargo & Company | 602,020 | $225.7M | 0.05% | +6,175+1.0% | Added |
| Clarkston Capital Partners, LLC | 598,782 | $224.5M | 4.77% | −75,445−11.2% | Reduced |
| American Century Companies Inc | 597,071 | $223.9M | 0.12% | +8,271+1.4% | Added |
| Epoch Investment Partners, Inc. | 579,620 | $217.3M | 1.12% | −5,946−1.0% | Reduced |
| Eminence Capital, LP | 551,592 | $206.8M | 3.05% | +28,479+5.4% | Added |
| Invesco Ltd. | 551,579 | $206.8M | 0.04% | +450,326+444.8% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 544,604 | $204.2M | 1.73% | +5,500+1.0% | Added |
| Northern Trust Corp | 522,695 | $196.0M | 0.03% | +5,333+1.0% | Added |
| Bank of New York Mellon Corp | 485,462 | $182.0M | 0.03% | +32,729+7.2% | Added |
| Azora Capital LP | 472,352 | $177.1M | 8.01% | +29,918+6.8% | Added |
| Fairview Capital Investment Management, LLC | 445,125 | $166.9M | 8.64% | −24,833−5.3% | Reduced |
| First Pacific Advisors, LP | 443,503 | $166.3M | 2.38% | −14,438−3.2% | Reduced |
| APG Asset Management N.V. | 507,593 | $162.1M | 0.48% | +250,333+97.3% | Added |
| SEI Investments Co | 419,290 | $157.2M | 0.18% | +40,229+10.6% | Added |
| Envestnet Asset Management Inc | 412,678 | $154.7M | 0.05% | +28,196+7.3% | Added |
| Charles Schwab Investment Management Inc | 388,129 | $145.5M | 0.03% | +34,128+9.6% | Added |
| Palestra Capital Management LLC | 379,934 | $142.5M | 4.22% | −19,276−4.8% | Reduced |
| Artisan Partners Limited Partnership | 367,426 | $137.8M | 0.21% | −22,304−5.7% | Reduced |
| Southpoint Capital Advisors LP | 365,000 | $136.9M | 3.45% | −35,000−8.8% | Reduced |
| Macquarie Group Ltd | 342,742 | $128.5M | 0.16% | +45,612+15.4% | Added |
| Wellington Management Group LLP | 329,616 | $123.6M | 0.02% | −328,977−50.0% | Reduced |
| Legal & General Group Plc | 328,562 | $123.2M | 0.03% | −15,517−4.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 314,685 | $118.0M | 0.25% | −14,493−4.4% | Reduced |
| Price T Rowe Associates Inc | 294,509 | $110.4M | 0.01% | +14,659+5.2% | Added |
| Gilder Gagnon Howe & Co LLC | 270,527 | $101.4M | 1.08% | −2,411−0.9% | Reduced |
| Ameriprise Financial Inc | 269,598 | $101.1M | 0.02% | −69,403−20.5% | Reduced |
| Holocene Advisors, LP | 268,448 | $100.7M | 0.25% | −66,523−19.9% | Reduced |
| Goldman Sachs Group Inc | 233,459 | $87.5M | 0.01% | +24,333+11.6% | Added |
| Junto Capital Management LP | 232,846 | $87.3M | 1.85% | −164,520−41.4% | Reduced |
| UBS Group AG | 231,096 | $86.7M | 0.02% | +20,741+9.9% | Added |
| Bamco Inc | 222,479 | $83.4M | 0.23% | +57,228+34.6% | Added |
| Royal Bank of Canada | 209,682 | $78.6M | 0.02% | +33,827+19.2% | Added |
| Truist Financial Corp | 208,262 | $78.1M | 0.11% | +2,777+1.4% | Added |
| Manufacturers Life Insurance Company, The | 198,459 | $74.4M | 0.07% | −37,535−15.9% | Reduced |
| Stifel Financial Corp | 198,139 | $74.3M | 0.07% | +10,881+5.8% | Added |
| Man Group plc | 198,087 | $74.3M | 0.16% | +87,774+79.6% | Added |
| Captrust Financial Advisors | 196,213 | $73.6M | 0.16% | +9,471+5.1% | Added |
| Bridgewater Associates, LP | 192,655 | $72.2M | 0.29% | −30,218−13.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 191,727 | $71.5M | 0.12% | +44,249+30.0% | Added |
| Nuveen, LLC | 188,100 | $70.5M | 0.02% | +2,061+1.1% | Added |
| Brown Brothers Harriman & Co | 184,742 | $69.3M | 0.45% | +9,255+5.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 182,689 | $68.5M | 0.04% | +9,960+5.8% | Added |
| Ghisallo Capital Management LLC | 173,500 | $65.1M | 1.74% | +173,500 | New |
| Franklin Resources Inc | 163,317 | $61.2M | 0.02% | −4,031−2.4% | Reduced |
| Employees Retirement System of Texas | 163,000 | $61.1M | 0.50% | −34,600−17.5% | Reduced |
| Deutsche Bank AG | 161,900 | $60.7M | 0.02% | +3,124+2.0% | Added |
| First Trust Advisors LP | 156,647 | $58.7M | 0.05% | −8,960−5.4% | Reduced |
| Coronation Fund Managers Ltd. | 151,023 | $56.6M | 3.07% | +27,690+22.5% | Added |
| Comerica Bank | 149,175 | $55.9M | 0.22% | −10,300−6.5% | Reduced |
| California Public Employees Retirement System | 145,628 | $54.6M | 0.03% | +8,323+6.1% | Added |
| Neuberger Berman Group LLC | 144,580 | $54.2M | 0.04% | +102,304+242.0% | Added |
| Twinbeech Capital LP | 133,319 | $50.0M | 1.13% | +133,319 | New |
| LPL Financial LLC | 126,435 | $47.4M | 0.02% | +8,206+6.9% | Added |
| D. E. Shaw & Co., Inc. | 124,354 | $46.6M | 0.05% | −53,829−30.2% | Reduced |
| California State Teachers Retirement System | 117,846 | $44.2M | 0.05% | +4,254+3.7% | Added |
| National Pension Service | 114,801 | $43.0M | 0.04% | +480+0.4% | Added |
| Amundi | 114,003 | $42.9M | 0.01% | +14,975+15.1% | Added |
| Buckingham Strategic Partners | 111,969 | $42.0M | 0.56% | −977−0.9% | Reduced |
| Family Wealth Partners, LLC | 111,902 | $42.0M | 16.79% | −430.0% | Reduced |
| Renaissance Technologies LLC | 109,800 | $41.2M | 0.05% | +74,300+209.3% | Added |
| Rhumbline Advisers | 105,798 | $39.7M | 0.03% | +4,564+4.5% | Added |
| Danske Bank A/S | 102,569 | $38.5M | 0.10% | −28,073−21.5% | Reduced |
| Standard Life Aberdeen plc | 102,164 | $37.8M | 0.06% | −35,855−26.0% | Reduced |
| Ensign Peak Advisors, Inc | 100,582 | $37.7M | 0.06% | +52,598+109.6% | Added |
| Moore Capital Management, LP | 100,512 | $37.7M | 0.75% | +72,616+260.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 99,507 | $37.3M | 0.57% | −221,273−69.0% | Reduced |
| Zurich Insurance Group Ltd | 99,455 | $37.3M | 0.29% | +99,455 | New |
| Artemis Investment Management LLP | 99,125 | $37.2M | 0.48% | −15,655−13.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 98,138 | $36.8M | 0.03% | +10,445+11.9% | Added |