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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.

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.

Institutional holdersQ2 2025: 802 institutions
Q1 2021: 398 institutionsQ2 2021: 419 institutionsQ3 2021: 423 institutionsQ4 2021: 435 institutionsQ1 2022: 481 institutionsQ2 2022: 534 institutionsQ3 2022: 583 institutionsQ4 2022: 632 institutionsQ1 2023: 615 institutionsQ2 2023: 590 institutionsQ3 2023: 601 institutionsQ4 2023: 621 institutionsQ1 2024: 650 institutionsQ2 2024: 677 institutionsQ3 2024: 646 institutionsQ4 2024: 725 institutionsQ1 2025: 788 institutionsQ2 2025: 802 institutionsQ3 2025: 759 institutionsQ4 2025: 826 institutionsQ1 2026: 769 institutionsQ2 2026: 768 institutions
Value heldQ2 2025: $29.8B
Q1 2021: $11.0BQ2 2021: $10.3BQ3 2021: $12.1BQ4 2021: $12.3BQ1 2022: $14.3BQ2 2022: $15.1BQ3 2022: $17.2BQ4 2022: $16.5BQ1 2023: $15.1BQ2 2023: $15.6BQ3 2023: $17.1BQ4 2023: $16.2BQ1 2024: $19.2BQ2 2024: $20.1BQ3 2024: $16.8BQ4 2024: $23.3BQ1 2025: $25.5BQ2 2025: $29.8BQ3 2025: $26.1BQ4 2025: $29.0BQ1 2026: $24.8BQ2 2026: $23.3B
Institutions holding LPLA and their total value by quarter
QuarterHoldersValue
Q2 2026768$23.3B
Q1 2026769$24.8B
Q4 2025826$29.0B
Q3 2025759$26.1B
Q2 2025802$29.8B
Q1 2025788$25.5B
Q4 2024725$23.3B
Q3 2024646$16.8B
Q2 2024677$20.1B
Q1 2024650$19.2B
Q4 2023621$16.2B
Q3 2023601$17.1B
Q2 2023590$15.6B
Q1 2023615$15.1B
Q4 2022632$16.5B
Q3 2022583$17.2B
Q2 2022534$15.1B
Q1 2022481$14.3B
Q4 2021435$12.3B
Q3 2021423$12.1B
Q2 2021419$10.3B
Q1 2021398$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.

Institutions holding LPLA in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Harvest Fund Management Co., Ltd1$00.00%−2,102−100.0%Reduced
Wood Tarver Financial Group, LLC2$00.00%00.0%Unchanged
Roble, Belko & Company, Inc1$00.00%+1New
Transamerica Financial Advisors, Inc.1$2470.00%00.0%Unchanged
Rakuten Securities, Inc.1$3750.00%−2−66.7%Reduced
Manchester Capital Management LLC1$3750.00%−1−50.0%Reduced
WealthTrak Capital Management LLC1$3750.00%−1−50.0%Reduced
IMA Wealth, Inc.1$3750.00%+1New
Atticus Wealth Management, LLC1$3750.00%+1New
Dogwood Wealth Management LLC1$3840.00%−3−75.0%Reduced
Kestra Investment Management, LLC2$6550.00%00.0%Unchanged
Pacer Advisors, Inc.2$7500.00%00.0%Unchanged
Raffa Wealth Management, LLC2$7500.00%00.0%Unchanged
Quaker Wealth Management, LLC2$7500.00%+2New
Stephens Consulting, LLC2$7500.00%+2New
Hughes Financial Services, LLC2$7570.00%−7−77.8%Reduced
Lazard Asset Management LLC4$1.00K0.00%−8,988−100.0%Reduced
Capital Advisors, Ltd. LLC3$1.00K0.00%00.0%Unchanged
Hantz Financial Services, Inc.2$1.00K0.00%+1+100.0%Added
Rialto Wealth Management, LLC3$1.13K0.00%+1+50.0%Added
Principia Wealth Advisory, LLC3$1.13K0.00%+1+50.0%Added
Bay Harbor Wealth Management, LLC4$1.50K0.00%+2+100.0%Added
Bruce G. Allen Investments, LLC4$1.50K0.00%−10−71.4%Reduced
Bokf, NA4$1.50K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.4$1.50K0.00%+1+33.3%Added
Rothschild Investment LLC4$1.50K0.00%+3+300.0%Added
Tortoise Investment Management, LLC4$1.50K0.00%+4New
Talon Private Wealth, LLC4$1.50K0.00%+4New
Cherry Tree Wealth Management, LLC5$1.88K0.00%00.0%Unchanged
HFM Investment Advisors, LLC5$1.88K0.00%+3+150.0%Added
CBIZ Investment Advisory Services, LLC5$1.88K0.00%+5New
Pineridge Advisors LLC5$1.88K0.00%+5New
Bellevue Asset Management, LLC6$2.25K0.00%+2+50.0%Added
Annis Gardner Whiting Capital Advisors, LLC6$2.25K0.00%+6New
Kilter Group LLC6$2.25K0.00%+6New
Brown, Lisle/Cummings, Inc.7$2.51K0.00%+1+16.7%Added
Sound Income Strategies, LLC7$2.63K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC8$2.99K0.00%+8New
SJS Investment Consulting Inc.8$3.00K0.00%−5−38.5%Reduced
First United Bank Trust8$3.00K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc9$3.38K0.00%+9New
Motco9$3.56K0.00%+4+80.0%Added
Alerus Financial NA10$3.75K0.00%−2,412−99.6%Reduced
Rosenberg Matthew Hamilton10$3.75K0.00%00.0%Unchanged
Sierra Ocean, LLC10$3.75K0.00%00.0%Unchanged
Cromwell Holdings LLC10$3.75K0.00%+5+100.0%Added
Avion Wealth11$4.00K0.00%+4+57.1%Added
Foster Dykema Cabot & Partners, LLC12$4.50K0.00%00.0%Unchanged
True Wealth Design, LLC12$4.50K0.00%+3+33.3%Added
Activest Wealth Management12$4.50K0.00%+11+1,100.0%Added
Total Investment Management Inc12$4.50K0.00%+12New
Essential Partners LLC12$4.50K0.00%+12New
Cape Investment Advisory, Inc.13$4.88K0.00%−23−63.9%Reduced
Wealth Preservation Advisors, LLC13$4.88K0.00%+2+18.2%Added
MV Capital Management, Inc.14$5.25K0.00%−1−6.7%Reduced
MTM Investment Management, LLC14$5.25K0.00%+14New
Financial Network Wealth Advisors LLC15$5.63K0.01%−2−11.8%Reduced
Sachetta, LLC16$6.00K0.00%+4+33.3%Added
DiNuzzo Private Wealth, Inc.17$6.38K0.00%00.0%Unchanged
Asset Dedication, LLC17$6.38K0.00%+17New
Ameritas Advisory Services, LLC18$6.75K0.00%+18New
CNB Bank19$7.12K0.00%00.0%Unchanged
Trust Co of Toledo NA19$7.12K0.00%+19New
Cranbrook Wealth Management, LLC19$7.13K0.00%00.0%Unchanged
Compass Planning Associates Inc21$7.91K0.01%00.0%Unchanged
Fortitude Family Office, LLC22$8.25K0.00%+14+175.0%Added
Riggs Asset Managment Co. Inc.23$8.63K0.00%+23New
Concord Wealth Partners24$9.00K0.00%00.0%Unchanged
Cornerstone Planning Group LLC27$10.1K0.00%−8−22.9%Reduced
AdvisorNet Financial, Inc27$10.1K0.00%−11−28.9%Reduced
Operose Advisors LLC27$10.1K0.00%00.0%Unchanged
Global X Japan Co., Ltd.30$11.2K0.00%−57−65.5%Reduced
GPS Wealth Strategies Group, LLC30$11.3K0.00%+15+100.0%Added
Center for Financial Planning, Inc.30$11.3K0.00%00.0%Unchanged
Citizens National Bank Trust Department31$11.6K0.00%00.0%Unchanged
Atlantic Trust, LLC31$11.6K0.00%+18+138.5%Added
High Note Wealth, LLC34$12.7K0.00%00.0%Unchanged
South State Corp.36$13.5K0.00%−3−7.7%Reduced
Montag A & Associates Inc37$13.9K0.00%+37New
Park Place Capital Corp42$15.7K0.00%−12−22.2%Reduced
Wolff Wiese Magana LLC42$15.7K0.01%00.0%Unchanged
Fourth Dimension Wealth, LLC47$17.5K0.01%−76−61.8%Reduced
Plante Moran Financial Advisors, LLC48$18.0K0.00%00.0%Unchanged
Private Wealth Management Group, LLC49$18.4K0.01%00.0%Unchanged
Eastern Bank50$18.7K0.00%00.0%Unchanged
WealthCollab, LLC50$18.7K0.01%00.0%Unchanged
N.E.W. Advisory Services LLC54$20.2K0.00%00.0%Unchanged
Bank of Jackson Hole Trust59$22.1K0.01%−5−7.8%Reduced
CVA Family Office, LLC61$22.9K0.00%+20+48.8%Added
Bell Investment Advisors, Inc61$22.9K0.00%+4+7.0%Added
Larson Financial Group LLC62$23.3K0.00%+30+93.8%Added
Pinnacle Bancorp, Inc.63$23.6K0.01%00.0%Unchanged
Millstone Evans Group, LLC64$24.0K0.02%−23−26.4%Reduced
Group One Trading, L.P.64$24.0K0.00%+64New
Hemington Wealth Management68$25.0K0.00%+1+1.5%Added
JFS Wealth Advisors, LLC67$25.1K0.00%−1−1.5%Reduced
Osterweis Capital Management Inc70$26.2K0.00%+70New
Bellwether Advisors, LLC74$27.7K0.00%+74New
Binnacle Investments Inc77$28.9K0.02%−3−3.8%Reduced
Massmutual Trust Co FSB79$29.6K0.00%−21−21.0%Reduced