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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 669 | $250.9K | 0.02% | −49−6.8% | Reduced |
| Financial Advocates Investment Management | 672 | $251.8K | 0.02% | −204−23.3% | Reduced |
| Boston Trust Walden Corp | 680 | $255.0K | 0.00% | +680 | New |
| Fundamentun, LLC | 686 | $257.2K | 0.01% | +11+1.6% | Added |
| Summit Financial, LLC | 688 | $258.0K | 0.01% | +688 | New |
| OneAscent Financial Services LLC | 696 | $260.0K | 0.02% | 00.0% | Unchanged |
| Natural Investments, LLC | 695 | $260.0K | 0.07% | +48+7.4% | Added |
| Koshinski Asset Management, Inc. | 694 | $260.2K | 0.02% | −118−14.5% | Reduced |
| WealthCare Investment Partners, LLC | 678 | $260.3K | 0.09% | +678 | New |
| PUREfi Wealth, LLC | 699 | $262.1K | 0.21% | +73+11.7% | Added |
| WoodTrust Financial Corp | 702 | $263.0K | 0.04% | 00.0% | Unchanged |
| One Day In July LLC | 702 | $263.2K | 0.02% | 00.0% | Unchanged |
| Voleon Capital Management LP | 708 | $265.5K | 0.01% | −12,348−94.6% | Reduced |
| Institute for Wealth Management, LLC. | 714 | $267.7K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 716 | $268.5K | 0.05% | +716 | New |
| Berger Financial Group, Inc | 718 | $269.3K | 0.02% | −67−8.5% | Reduced |
| Tranquility Partners, LLC | 721 | $270.4K | 0.10% | +721 | New |
| Walleye Capital LLC | 727 | $272.6K | 0.00% | −13,216−94.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 730 | $273.7K | 0.10% | +730 | New |
| Jones Financial Companies LLLP | 754 | $275.3K | 0.00% | +456+153.0% | Added |
| Waddell & Associates, LLC | 746 | $279.7K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 746 | $279.8K | 0.00% | −2,980−80.0% | Reduced |
| Intrust Bank NA | 747 | $280.1K | 0.02% | −31−4.0% | Reduced |
| Systematic Alpha Investments, LLC | 760 | $285.0K | 0.01% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 768 | $288.1K | 0.04% | −3−0.4% | Reduced |
| Global Retirement Partners, LLC | 770 | $288.9K | 0.01% | +770 | New |
| Archer Investment Corp | 779 | $291.9K | 0.07% | −390−33.4% | Reduced |
| Wealthspire Advisors, LLC | 785 | $294.4K | 0.00% | −6−0.8% | Reduced |
| Cigna Investments Inc | 786 | $295.0K | 0.05% | +40+5.4% | Added |
| ZWJ Investment Counsel Inc | 798 | $299.2K | 0.01% | +2+0.3% | Added |
| CTC Alternative Strategies, Ltd. | 800 | $300.0K | 0.26% | +800 | New |
| Perennial Investment Advisors, LLC | 804 | $301.5K | 0.03% | +31+4.0% | Added |
| IFG Advisory, LLC | 810 | $303.9K | 0.02% | −3−0.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 835 | $311.5K | 0.14% | −125−13.0% | Reduced |
| Net Worth Advisory Group | 833 | $312.5K | 0.07% | −520−38.4% | Reduced |
| Vontobel Holding Ltd. | 843 | $316.1K | 0.00% | −1,086−56.3% | Reduced |
| Quent Capital, LLC | 843 | $316.2K | 0.03% | −23−2.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 843 | $316.2K | 0.02% | 00.0% | Unchanged |
| Natixis | 844 | $316.5K | 0.00% | +361+74.7% | Added |
| WSFS Capital Management, LLC | 844 | $316.5K | 0.02% | +844 | New |
| Raiffeisen Bank International AG | 885 | $319.4K | 0.00% | −77−8.0% | Reduced |
| RMB Capital Management, LLC | 858 | $321.8K | 0.01% | +858 | New |
| TSFG, LLC | 865 | $324.0K | 0.06% | +1+0.1% | Added |
| Jefferies Financial Group Inc. | 881 | $330.3K | 0.01% | −1,119−56.0% | Reduced |
| Board of the Pension Protection Fund | 900 | $337.5K | 0.36% | +900 | New |
| Petrus Trust Company, LTA | 902 | $338.2K | 0.04% | −1,170−56.5% | Reduced |
| Ellevest, Inc. | 906 | $339.7K | 0.05% | +906 | New |
| Fidelis Capital Partners, LLC | 897 | $339.7K | 0.03% | +102+12.8% | Added |
| Farringdon Capital, Ltd. | 911 | $341.6K | 0.11% | +911 | New |
| Mather Group, LLC. | 916 | $343.5K | 0.00% | −3−0.3% | Reduced |
| Tyler-Stone Wealth Management | 918 | $344.1K | 0.06% | +41+4.7% | Added |
| National Asset Management, Inc. | 924 | $346.6K | 0.02% | −51−5.2% | Reduced |
| EP Wealth Advisors, LLC | 935 | $350.6K | 0.00% | −69−6.9% | Reduced |
| Dakota Wealth Management | 937 | $351.3K | 0.01% | −3−0.3% | Reduced |
| One Wealth Advisors, LLC | 939 | $352.1K | 0.05% | +24+2.6% | Added |
| Portside Wealth Group, LLC | 946 | $354.7K | 0.05% | −165−14.9% | Reduced |
| Metis Global Partners, LLC | 959 | $359.6K | 0.01% | −353−26.9% | Reduced |
| Camden National Bank | 967 | $362.6K | 0.05% | +29+3.1% | Added |
| V-Square Quantitative Management LLC | 968 | $363.0K | 0.05% | +12+1.3% | Added |
| IFP Advisors, Inc | 719 | $363.2K | 0.01% | +490+214.0% | Added |
| McMahon Financial Advisors, LLC | 969 | $363.3K | 0.09% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 1,000 | $365.0K | 0.00% | +1,000 | New |
| Perigon Wealth Management, LLC | 979 | $367.1K | 0.01% | +183+23.0% | Added |
| Concurrent Investment Advisors, LLC | 982 | $368.2K | 0.01% | +17+1.8% | Added |
| De Burlo Group Inc | 1,000 | $375.0K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,016 | $381.0K | 0.01% | +4+0.4% | Added |
| Ballentine Partners, LLC | 1,038 | $389.2K | 0.01% | +1,038 | New |
| Sherbrooke Park Advisers LLC | 1,053 | $394.8K | 0.17% | +1,053 | New |
| Lifestyle Asset Management, Inc. | 1,082 | $405.7K | 0.19% | +101+10.3% | Added |
| Gilbert & Cook, Inc. | 1,094 | $410.2K | 0.06% | +303+38.3% | Added |
| RiverGlades Family Offices LLC | 1,100 | $412.5K | 0.27% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,100 | $412.5K | 0.00% | +1,100 | New |
| Transcend Wealth Collective, LLC | 1,101 | $412.9K | 0.03% | −467−29.8% | Reduced |
| Bullseye Asset Management LLC | 1,108 | $415.0K | 0.21% | −11,140−91.0% | Reduced |
| Ci Investments Inc. | 1,107 | $415.0K | 0.00% | +44+4.1% | Added |
| Counterpoint Mutual Funds LLC | 1,111 | $416.6K | 0.04% | +1,111 | New |
| denkapparat Operations GmbH | 1,118 | $419.2K | 0.33% | −50−4.3% | Reduced |
| Siemens Fonds Invest GmbH | 1,120 | $420.0K | 0.02% | +261+30.4% | Added |
| Congress Wealth Management LLC | 1,121 | $420.4K | 0.00% | +1,121 | New |
| Summit Investment Advisors, Inc. | 1,147 | $424.4K | 0.35% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,137 | $426.3K | 0.02% | +1,137 | New |
| Baader Bank INC | 1,144 | $428.0K | 0.04% | +421+58.2% | Added |
| Readystate Asset Management LP | 1,149 | $430.8K | 0.02% | +1,149 | New |
| Panagora Asset Management Inc | 1,150 | $431.2K | 0.00% | −22−1.9% | Reduced |
| AXA S.A. | 1,178 | $441.7K | 0.00% | +141+13.6% | Added |
| SFG Wealth Management, LLC. | 1,186 | $444.7K | 0.27% | −52−4.2% | Reduced |
| Bridges Investment Management Inc | 1,195 | $448.1K | 0.01% | +9+0.8% | Added |
| Brighton Jones LLC | 1,199 | $449.6K | 0.01% | −11−0.9% | Reduced |
| Blueshift Asset Management, LLC | 1,202 | $450.7K | 0.14% | +1,202 | New |
| Impact Investors, Inc | 1,203 | $451.1K | 0.32% | −2−0.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,207 | $452.6K | 0.03% | +7+0.6% | Added |
| Cetera Trust Company, N.A | 1,210 | $453.7K | 0.27% | +55+4.8% | Added |
| Insigneo Advisory Services, LLC | 1,231 | $461.4K | 0.04% | +38+3.2% | Added |
| Peak Financial Advisors LLC | 1,232 | $462.0K | 0.24% | +1,232 | New |
| EverSource Wealth Advisors, LLC | 1,233 | $462.3K | 0.02% | −380−23.6% | Reduced |
| R Squared Ltd | 1,237 | $463.8K | 0.26% | +617+99.5% | Added |
| Keybank National Association | 1,252 | $469.5K | 0.00% | +303+31.9% | Added |
| Cynosure Management, LLC | 1,257 | $471.3K | 0.05% | +252+25.1% | Added |
| State of Wyoming | 1,263 | $473.6K | 0.06% | +1,263 | New |
| Good Life Advisors, LLC | 1,370 | $513.8K | 0.03% | +382+38.7% | Added |