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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 80 | $30.0K | 0.00% | +43+116.2% | Added |
| Alpine Bank Wealth Management | 82 | $30.7K | 0.00% | −150−64.7% | Reduced |
| IAG Wealth Partners, LLC | 84 | $31.3K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 84 | $31.5K | 0.01% | +64+320.0% | Added |
| Bayforest Capital Ltd | 90 | $33.7K | 0.01% | +90 | New |
| Maseco LLP | 91 | $34.2K | 0.00% | +91 | New |
| Boreal Capital Management LLC | 100 | $37.5K | 0.03% | +100 | New |
| Itau Unibanco Holding S.A. | 101 | $37.9K | 0.00% | −1,636−94.2% | Reduced |
| Clearstead Advisors, LLC | 104 | $39.0K | 0.00% | −16−13.3% | Reduced |
| TCTC Holdings, LLC | 104 | $39.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 104 | $39.0K | 0.00% | +7+7.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $45.0K | 0.01% | +55+84.6% | Added |
| Geneos Wealth Management Inc. | 123 | $46.1K | 0.00% | +5+4.2% | Added |
| Private Wealth Asset Management, LLC | 135 | $50.6K | 0.01% | −2−1.5% | Reduced |
| MCF Advisors LLC | 138 | $51.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 142 | $51.8K | 0.00% | −199−58.4% | Reduced |
| Graney & King, LLC | 139 | $52.2K | 0.04% | +46+49.5% | Added |
| Clark Wealth Partners | 140 | $52.5K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 140 | $52.5K | 0.01% | −4−2.8% | Reduced |
| Capital Analysts, LLC | 142 | $53.0K | 0.00% | +7+5.2% | Added |
| Smithfield Trust Co | 154 | $58.0K | 0.00% | +35+29.4% | Added |
| Atlantic Union Bankshares Corp | 175 | $65.6K | 0.00% | +175 | New |
| Jackson, Grant Investment Advisers, Inc. | 181 | $67.9K | 0.02% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 187 | $70.2K | 0.07% | +187 | New |
| SRS Capital Advisors, Inc. | 191 | $71.6K | 0.00% | +7+3.8% | Added |
| TD Waterhouse Canada Inc. | 193 | $72.0K | 0.00% | +150+348.8% | Added |
| Washington Trust Advisors, Inc. | 199 | $74.8K | 0.01% | +14+7.6% | Added |
| Aster Capital Management (DIFC) Ltd | 211 | $79.1K | 0.02% | +96+83.5% | Added |
| Leonteq Securities AG | 216 | $81.0K | 0.00% | −130−37.6% | Reduced |
| Skopos Labs, Inc. | 226 | $84.7K | 0.01% | +8+3.7% | Added |
| Ameliora Wealth Management Ltd. | 265 | $90.4K | 0.03% | −65−19.7% | Reduced |
| Versant Capital Management, Inc | 244 | $91.5K | 0.01% | +63+34.8% | Added |
| Compass Financial Services Inc | 245 | $92.0K | 0.04% | +16+7.0% | Added |
| Ossiam | 263 | $98.6K | 0.00% | +263 | New |
| Covestor Ltd | 263 | $99.0K | 0.06% | +103+64.4% | Added |
| NBT Bank N A | 296 | $111.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 301 | $112.9K | 0.00% | +27+9.9% | Added |
| Arlington Trust Co LLC | 315 | $118.1K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 316 | $118.5K | 0.07% | +4+1.3% | Added |
| Central Trust Co | 357 | $133.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 370 | $138.7K | 0.00% | −12−3.1% | Reduced |
| Gables Capital Management Inc. | 400 | $150.0K | 0.07% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 408 | $153.0K | 0.05% | +408 | New |
| Fifth Third Bancorp | 428 | $160.5K | 0.00% | −230−35.0% | Reduced |
| Penserra Capital Management LLC | 431 | $161.0K | 0.00% | +75+21.1% | Added |
| WPG Advisers, LLC | 486 | $182.2K | 0.15% | −24−4.7% | Reduced |
| Elgethun Capital Management | 493 | $184.9K | 0.04% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 495 | $185.6K | 0.10% | +18+3.8% | Added |
| Golden State Wealth Management, LLC | 500 | $187.5K | 0.02% | 00.0% | Unchanged |
| Traub Capital Management LLC | 501 | $188.0K | 0.17% | +501 | New |
| First Horizon Advisors, Inc. | 531 | $199.1K | 0.01% | +109+25.8% | Added |
| Ironwood Investment Counsel, LLC | 535 | $200.6K | 0.03% | +535 | New |
| Warren Averett Asset Management, LLC | 543 | $203.6K | 0.00% | +543 | New |
| Great Diamond Partners, LLC | 546 | $204.7K | 0.04% | −68−11.1% | Reduced |
| Huntington National Bank | 546 | $204.7K | 0.00% | +314+135.3% | Added |
| FIL Ltd | 550 | $206.2K | 0.00% | +378+219.8% | Added |
| Fifth Third Wealth Advisors LLC | 555 | $208.1K | 0.01% | −99−15.1% | Reduced |
| Wesbanco Bank Inc | 560 | $210.0K | 0.01% | +560 | New |
| Peapack Gladstone Financial Corp | 564 | $211.0K | 0.00% | +564 | New |
| CFO4Life Group, LLC | 565 | $211.9K | 0.03% | +565 | New |
| O'Brien Wealth Partners LLC | 566 | $212.2K | 0.03% | +566 | New |
| Norden Group LLC | 567 | $212.6K | 0.02% | −86−13.2% | Reduced |
| Flagship Harbor Advisors, LLC | 570 | $213.7K | 0.01% | +570 | New |
| United Community Bank | 570 | $213.7K | 0.07% | +5+0.9% | Added |
| Cercano Management LLC | 570 | $213.7K | 0.01% | +570 | New |
| Dai-Ichi Life Insurance Company, Ltd | 573 | $214.9K | 0.01% | +573 | New |
| Colonial Trust Co | 575 | $215.6K | 0.03% | +20+3.6% | Added |
| WealthPLAN Partners, LLC | 578 | $216.6K | 0.03% | +578 | New |
| Security Financial Services, INC. | 581 | $217.9K | 0.04% | −78−11.8% | Reduced |
| Nomura Holdings Inc | 582 | $218.2K | 0.00% | +582 | New |
| Kingsview Wealth Management, LLC | 583 | $218.6K | 0.00% | +583 | New |
| Everett Harris & Co | 591 | $221.6K | 0.00% | +591 | New |
| Left Brain Wealth Management, LLC | 591 | $221.6K | 0.08% | +591 | New |
| Advisory Services Network, LLC | 560 | $221.6K | 0.00% | −134−19.3% | Reduced |
| Personal Cfo Solutions, LLC | 593 | $222.2K | 0.04% | +593 | New |
| Goldstein Advisors, LLC | 593 | $222.4K | 0.03% | +593 | New |
| Catalytic Wealth RIA, LLC | 595 | $223.1K | 0.02% | +595 | New |
| Abn Amro Investment Solutions | 597 | $223.9K | 0.00% | +597 | New |
| LRI Investments, LLC | 598 | $224.1K | 0.02% | +21+3.6% | Added |
| Rehmann Capital Advisory Group | 598 | $224.4K | 0.01% | +598 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $225.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 620 | $232.5K | 0.01% | −3,489−84.9% | Reduced |
| GAMMA Investing LLC | 621 | $232.9K | 0.01% | +145+30.5% | Added |
| Eagle Bay Advisors LLC | 622 | $233.2K | 0.19% | −2−0.3% | Reduced |
| Meadow Creek Wealth Advisors LLC | 625 | $234.4K | 0.16% | +625 | New |
| Syon Capital LLC | 625 | $234.4K | 0.02% | +625 | New |
| RIA Advisory Group LLC | 626 | $234.6K | 0.07% | +626 | New |
| Kestra Private Wealth Services, LLC | 627 | $235.1K | 0.00% | −261−29.4% | Reduced |
| Quantum Financial Advisors, LLC | 636 | $238.5K | 0.03% | 00.0% | Unchanged |
| WP Advisors, LLC | 642 | $240.7K | 0.07% | −39−5.7% | Reduced |
| Drive Wealth Management, LLC | 650 | $243.6K | 0.05% | +12+1.9% | Added |
| Marks Group Wealth Management, Inc | 651 | $244.1K | 0.02% | +651 | New |
| Horizon Wealth Management, LLC | 655 | $245.5K | 0.04% | −20−3.0% | Reduced |
| GeoWealth Management, LLC | 655 | $245.6K | 0.01% | +43+7.0% | Added |
| Stevens Capital Management LP | 660 | $247.0K | 0.07% | −331−33.4% | Reduced |
| Birch Financial Group, LLC | 663 | $248.8K | 0.20% | +3+0.5% | Added |
| Jacobi Capital Management LLC | 664 | $249.0K | 0.02% | −28−4.0% | Reduced |
| Crossmark Global Holdings, Inc. | 666 | $249.7K | 0.00% | −10,771−94.2% | Reduced |
| Genesis Private Wealth, LLC | 667 | $250.1K | 0.12% | +667 | New |
| Quest Partners LLC | 668 | $250.5K | 0.02% | +1+0.1% | Added |