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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.

Q2 2025 vs. Q1 2025

How the institutions holding LPL Financial Holdings Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of LPLA: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders78810802+24
Shares78.0M50.7K79.5M+1.57M (+2.0%)
Value$25.5B$16.6M$29.8B+$4.23B (+16.6%)

10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (128)

Institutions that held LPL Financial Holdings Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 128 by value.

Institutions new to LPLA in Q2 2025
InstitutionSharesValue% of portfolio
Ghisallo Capital Management LLC173,500$65.1M1.74%
Twinbeech Capital LP133,319$50.0M1.13%
Zurich Insurance Group Ltd99,455$37.3M0.29%
Shellback Capital, LP76,501$28.7M1.91%
Freestone Grove Partners LP53,517$20.1M0.15%
Burney Co29,837$11.2M0.38%
Thames Capital Management LLC28,954$10.9M2.46%
Swedbank AB22,487$8.43M0.01%
Tocqueville Asset Management L.P.18,719$7.02M0.11%
Banco BTG Pactual S.A.16,507$6.19M1.26%
ExodusPoint Capital Management, LP14,690$5.51M0.07%
Impax Asset Management Group plc10,072$3.78M0.02%
U.S. Capital Wealth Advisors, LLC7,948$2.98M0.09%
Stenger Family Office, LLC6,989$2.79M0.73%
Virtu Financial LLC7,272$2.73M0.14%
Coppell Advisory Solutions LLC7,102$2.59M0.31%
Generali Asset Management SPA SGR5,955$2.23M0.05%
Jackson Wealth Management, LLC5,921$2.22M0.24%
Coastal Bridge Advisors, LLC5,492$2.06M0.17%
Y-Intercept (Hong Kong) Ltd5,424$2.03M0.05%
Paradigm Asset Management Co LLC4,800$1.80M0.44%
Jain Global LLC4,792$1.80M0.03%
Dynamic Technology Lab Private Ltd4,766$1.79M0.24%
Winton Group Ltd4,428$1.66M0.08%
Magnetar Financial LLC4,421$1.66M0.01%
Sheets Smith Investment Management4,330$1.62M1.43%
Prana Capital Management, LP4,197$1.57M0.06%
Castle Hook Partners LP4,046$1.52M0.02%
Callan Family Office, LLC4,037$1.51M0.05%
Catalyst Funds Management Pty Ltd4,000$1.50M0.41%
We Are One Seven, LLC3,814$1.43M0.05%
Inceptionr LLC3,613$1.35M0.31%
Quantbot Technologies LP3,241$1.22M0.03%
Bayesian Capital Management, LP2,900$1.09M0.17%
Gsa Capital Partners LLP2,838$1.06M0.07%
Tran Capital Management, L.P.2,554$957.7K0.11%
Encompass More Asset Management2,279$854.6K0.20%
Oxford Asset Management LLP2,196$823.4K0.27%
Vise Technologies, Inc.2,121$795.5K0.03%
Scott Marsh Financial, LLC1,882$705.7K0.26%
Sheets Smith Wealth Management1,820$682.4K0.08%
Dark Forest Capital Management LP1,793$672.3K0.03%
Qsemble Capital Management, LP1,624$609.0K0.06%
Capula Management Ltd1,600$600.0K0.01%
Bank Julius Baer & Co. Ltd, Zurich1,550$581.2K0.00%
Pettee Investors, Inc.1,490$558.7K0.33%
Scientech Research LLC1,413$529.8K0.13%
Pensionmark Financial Group, LLC1,400$525.0K0.01%
State of Wyoming1,263$473.6K0.06%
Peak Financial Advisors LLC1,232$462.0K0.24%
Blueshift Asset Management, LLC1,202$450.7K0.14%
Readystate Asset Management LP1,149$430.8K0.02%
Wetherby Asset Management Inc1,137$426.3K0.02%
Congress Wealth Management LLC1,121$420.4K0.00%
Counterpoint Mutual Funds LLC1,111$416.6K0.04%
Grantham, Mayo, Van Otterloo & Co. LLC1,100$412.5K0.00%
Sherbrooke Park Advisers LLC1,053$394.8K0.17%
Ballentine Partners, LLC1,038$389.2K0.01%
Erste Asset Management GmbH1,000$365.0K0.00%
Farringdon Capital, Ltd.911$341.6K0.11%
Ellevest, Inc.906$339.7K0.05%
Board of the Pension Protection Fund900$337.5K0.36%
RMB Capital Management, LLC858$321.8K0.01%
WSFS Capital Management, LLC844$316.5K0.02%
CTC Alternative Strategies, Ltd.800$300.0K0.26%
Global Retirement Partners, LLC770$288.9K0.01%
Baker Tilly Wealth Management, LLC730$273.7K0.10%
Tranquility Partners, LLC721$270.4K0.10%
USA Financial Portformulas Corp716$268.5K0.05%
WealthCare Investment Partners, LLC678$260.3K0.09%
Summit Financial, LLC688$258.0K0.01%
Boston Trust Walden Corp680$255.0K0.00%
Genesis Private Wealth, LLC667$250.1K0.12%
Marks Group Wealth Management, Inc651$244.1K0.02%
RIA Advisory Group LLC626$234.6K0.07%
Meadow Creek Wealth Advisors LLC625$234.4K0.16%
Syon Capital LLC625$234.4K0.02%
Rehmann Capital Advisory Group598$224.4K0.01%
Abn Amro Investment Solutions597$223.9K0.00%
Catalytic Wealth RIA, LLC595$223.1K0.02%
Goldstein Advisors, LLC593$222.4K0.03%
Personal Cfo Solutions, LLC593$222.2K0.04%
Everett Harris & Co591$221.6K0.00%
Left Brain Wealth Management, LLC591$221.6K0.08%
Kingsview Wealth Management, LLC583$218.6K0.00%
Nomura Holdings Inc582$218.2K0.00%
WealthPLAN Partners, LLC578$216.6K0.03%
Dai-Ichi Life Insurance Company, Ltd573$214.9K0.01%
Cercano Management LLC570$213.7K0.01%
Flagship Harbor Advisors, LLC570$213.7K0.01%
O'Brien Wealth Partners LLC566$212.2K0.03%
CFO4Life Group, LLC565$211.9K0.03%
Peapack Gladstone Financial Corp564$211.0K0.00%
Wesbanco Bank Inc560$210.0K0.01%
Warren Averett Asset Management, LLC543$203.6K0.00%
Ironwood Investment Counsel, LLC535$200.6K0.03%
Traub Capital Management LLC501$188.0K0.17%
Neo Ivy Capital Management408$153.0K0.05%
Ossiam263$98.6K0.00%
Harbor Asset Planning, Inc.187$70.2K0.07%

Sold out (104)

Institutions that held LPL Financial Holdings Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Showing the largest 100 of 104 by value.

Institutions that sold out of LPLA in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Canada Pension Plan Investment Board329,607$107.8M
HMI Capital Management, L.P.286,711$93.8M
Alyeska Investment Group, L.P.228,371$74.7M
Harris Associates L PSuperinvestorHarris Associates (Oakmark)135,474$44.3M
Soros Fund Management LLCSuperinvestorSoros Fund Management125,000$40.9M
Blackstone Group Inc.70,000$22.9M
Kovitz Investment Group Partners, LLC62,138$20.3M
Westwood Holdings Group Inc.55,121$18.0M
Centiva Capital, LP50,003$16.4M
Pamalican Asset Management Ltd50,000$16.4M
Brandywine Global Investment Management, LLC36,515$11.9M
Davidson Kempner Capital Management LP31,000$9.92M
Lighthouse Investment Partners, LLC30,279$9.91M
Interval Partners, LP30,000$9.81M
Boothbay Fund Management, LLC29,084$9.51M
Quadrature Capital Ltd28,823$9.43M
Healthcare of Ontario Pension Plan Trust Fund25,000$8.18M
Walleye Trading LLC22,001$7.20M
Sculptor Capital LP20,000$6.54M
Point72 Europe (London) LLP19,996$6.54M
Northwest Financial Advisors15,505$5.07M
Weiss Asset Management LP12,500$4.09M
Polymer Capital Management (US) LLC12,500$4.09M
Gillson Capital LP12,500$4.09M
Estate Counselors, LLC12,430$4.07M
HBK Investments L P10,000$3.27M
Ovata Capital Management Ltd10,000$3.27M
XTX Topco Ltd9,355$3.06M
Bain Capital Public Equity Management II, LLC9,308$3.05M
UBS Oconnor LLC7,500$2.45M
Symmetry Investments LP7,500$2.45M
Siren, L.L.C.7,500$2.45M
Quantitative Investment Management, LLC7,296$2.39M
Donoghue Forlines LLC7,054$2.31M
FORA Capital, LLC5,283$1.73M
Mediolanum International Funds Ltd4,878$1.64M
Maven Securities LTD5,000$1.64M
Woodline Partners LP5,000$1.64M
Tudor Investment Corp Et Al4,559$1.49M
Vinva Investment Management Ltd3,721$1.25M
Prossimo Advisors, LLC3,785$1.24M
Allstate Corp3,561$1.16M
Bank of Nova Scotia2,876$940.9K
Legacy Capital Group California, Inc.2,539$830.6K
Martingale Asset Management L P2,253$737.0K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund2,100$687.0K
Procyon Private Wealth Partners, LLC1,910$624.9K
Balyasny Asset Management LLC1,711$559.7K
BTG Pactual Asset Management US LLC1,600$523.4K
Squarepoint Ops LLC1,600$523.4K
Thoroughbred Financial Services, LLC1,504$492.0K
Fairtree Asset Management (Pty) Ltd1,453$475.3K
Corebridge Financial, Inc.1,322$432.5K
Los Angeles Capital Management LLC1,293$423.0K
Caitong International Asset Management Co., Ltd1,261$412.5K
Financiere des Professionnels - Fonds d,investissement inc.1,254$410.2K
State of Michigan Retirement System1,100$359.9K
Meiji Yasuda Asset Management Co Ltd.1,040$340.2K
Fox Run Management, L.L.C.1,035$338.6K
ASB Consultores, LLC928$303.6K
Advisor Resource Council852$278.7K
Founders Financial Alliance, LLC753$246.3K
Bain Capital Public Equity, LP692$226.4K
PFG Investments, LLC670$219.3K
Mattson Financial Services, LLC594$194.3K
LTS One Management LP500$163.6K
University of Texas/Texas Am Investment Managment Co463$151.5K
Headlands Technologies LLC396$129.5K
Groupe la Francaise376$125.3K
Simplex Trading, LLC375$122.0K
Acadian Asset Management LLC371$121.0K
Boston Private Wealth LLC276$90.3K
Flaharty Asset Management, LLC256$83.7K
Hexagon Capital Partners LLC225$73.6K
von Borstel & Associates, Inc.203$66.0K
Atala Financial Inc180$58.9K
Carolinas Wealth Consulting LLC170$55.6K
Riverview Trust Co113$37.0K
City Holding Co103$33.7K
Plato Investment Management Ltd81$26.8K
Wealth Advisors of Tampa Bay, LLC81$26.5K
Clear Street Markets LLC80$26.2K
Wayfinding Financial, LLC68$22.0K
PSI Advisors, LLC50$16.4K
Global Financial Private Client, LLC49$16.0K
Global Wealth Strategies & Associates44$14.4K
Alaska Permanent Fund Corp38$12.2K
Saudi Central Bank29$9.49K
ESL Trust Services, LLC25$8.18K
Marshall Investment Management, LLC15$4.91K
ROSS\JOHNSON & Associates LLC7$2.29K
Farmers & Merchants Trust Co of Chambersburg PA5$2.00K
Washington Trust Co6$1.96K
Trust Co of Vermont5$1.64K
Continuum Advisory, LLC4$1.31K
Winnow Wealth LLC3$709
Eq Wealth Advisors, LLC2$654
Abound Financial, LLC2$639
Blume Capital Management, Inc.1$328
HHM Wealth Advisors, LLC1$328

Not filed for Q2 2025 yet (10)

Institutions that held LPL Financial Holdings Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LPLA in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Poplar Forest Capital LLC18,019$5.89M
Orion Portfolio Solutions, LLC8,665$2.83M
Sheaff Brock Investment Advisors, LLC7,200$2.36M
Credit Agricole S A5,786$1.89M
CAPROCK Group, Inc.3,980$1.30M
Schechter Investment Advisors, LLC2,159$706.3K
Rakuten Investment Management, Inc.2,066$696.0K
Concorde Asset Management, LLC1,830$583.5K
Lindbrook Capital, LLC823$269.2K
Sandy Spring Bank175$57.3K