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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 1,375 | $515.6K | 0.01% | +238+20.9% | Added |
| Legacy Financial Group LLC | 1,381 | $517.8K | 0.07% | +15+1.1% | Added |
| Spahn Wealth & Retirement LLC | 1,386 | $519.7K | 0.33% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,400 | $525.0K | 0.00% | −200−12.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,400 | $525.0K | 0.07% | +4+0.3% | Added |
| Pensionmark Financial Group, LLC | 1,400 | $525.0K | 0.01% | +1,400 | New |
| J.Safra Asset Management Corp | 1,408 | $528.0K | 0.04% | +174+14.1% | Added |
| Scientech Research LLC | 1,413 | $529.8K | 0.13% | +1,413 | New |
| Sagespring Wealth Partners, LLC | 1,414 | $530.3K | 0.01% | +76+5.7% | Added |
| Globeflex Capital L P | 1,420 | $532.5K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,441 | $540.2K | 0.01% | −112−7.2% | Reduced |
| Beacon Pointe Advisors, LLC | 1,451 | $544.0K | 0.01% | +1+0.1% | Added |
| Thrive Wealth Management, LLC | 1,460 | $547.5K | 0.09% | +56+4.0% | Added |
| Assetmark, Inc | 1,465 | $549.3K | 0.00% | +238+19.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,473 | $552.3K | 0.00% | −1,792−54.9% | Reduced |
| Yarbrough Capital, LLC | 1,481 | $555.3K | 0.02% | −1,880−55.9% | Reduced |
| Pettee Investors, Inc. | 1,490 | $558.7K | 0.33% | +1,490 | New |
| Benjamin Edwards Inc | 1,494 | $560.2K | 0.01% | +755+102.2% | Added |
| Okabena Investment Services Inc | 1,533 | $574.8K | 0.13% | −207−11.9% | Reduced |
| DGS Capital Management, LLC | 1,538 | $576.7K | 0.12% | +194+14.4% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,543 | $578.7K | 0.14% | +1+0.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,550 | $581.2K | 0.00% | +1,550 | New |
| World Equity Group, Inc. | 1,552 | $582.2K | 0.16% | +723+87.2% | Added |
| Pennsylvania Capital Management Inc | 1,572 | $589.5K | 0.19% | 00.0% | Unchanged |
| Potentia Wealth | 1,578 | $591.8K | 0.34% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,585 | $594.4K | 0.06% | −266−14.4% | Reduced |
| Capula Management Ltd | 1,600 | $600.0K | 0.01% | +1,600 | New |
| Arkadios Wealth Advisors | 1,601 | $600.5K | 0.02% | +615+62.4% | Added |
| SummitTX Capital, L.P. | 1,606 | $602.2K | 0.03% | −5,008−75.7% | Reduced |
| Qsemble Capital Management, LP | 1,624 | $609.0K | 0.06% | +1,624 | New |
| Hamilton Capital Partners Inc. | 1,634 | $612.7K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,640 | $615.0K | 0.02% | −37−2.2% | Reduced |
| Wedmont Private Capital | 1,625 | $619.0K | 0.03% | +19+1.2% | Added |
| Old National Bancorp | 1,656 | $620.9K | 0.01% | +232+16.3% | Added |
| Apollon Wealth Management, LLC | 1,658 | $621.7K | 0.01% | +391+30.9% | Added |
| Magnolia Private Wealth, LLC | 1,662 | $623.2K | 0.48% | +33+2.0% | Added |
| Sequoia Financial Advisors, LLC | 1,672 | $627.0K | 0.00% | +341+25.6% | Added |
| Sanchez Wealth Management Group | 1,689 | $633.4K | 0.15% | +1+0.1% | Added |
| Venturi Wealth Management, LLC | 1,693 | $634.8K | 0.03% | −406−19.3% | Reduced |
| Stephens Inc | 1,696 | $635.9K | 0.01% | −562−24.9% | Reduced |
| Advisor OS, LLC | 1,696 | $636.1K | 0.06% | −82−4.6% | Reduced |
| Coldstream Capital Management Inc | 1,697 | $636.3K | 0.01% | −4−0.2% | Reduced |
| Wealth Alliance | 1,716 | $643.4K | 0.07% | +61+3.7% | Added |
| CoreCap Advisors, LLC | 1,788 | $670.7K | 0.03% | +1,619+958.0% | Added |
| Cresset Asset Management, LLC | 1,790 | $671.3K | 0.00% | +986+122.6% | Added |
| Dark Forest Capital Management LP | 1,793 | $672.3K | 0.03% | +1,793 | New |
| Yousif Capital Management, LLC | 1,803 | $676.1K | 0.01% | +5+0.3% | Added |
| Sheets Smith Wealth Management | 1,820 | $682.4K | 0.08% | +1,820 | New |
| Advisors Asset Management, Inc. | 1,842 | $690.7K | 0.01% | +331+21.9% | Added |
| CWM, LLC | 1,846 | $692.0K | 0.00% | −932−33.5% | Reduced |
| Gladstone Institutional Advisory LLC | 1,854 | $695.1K | 0.03% | −165−8.2% | Reduced |
| Scott Marsh Financial, LLC | 1,882 | $705.7K | 0.26% | +1,882 | New |
| Applied Finance Capital Management, LLC | 1,885 | $706.8K | 0.05% | +39+2.1% | Added |
| QRG Capital Management, Inc. | 1,935 | $725.5K | 0.01% | +94+5.1% | Added |
| Hallmark Capital Management Inc | 1,995 | $748.1K | 0.05% | −269−11.9% | Reduced |
| XML Financial, LLC | 1,996 | $748.5K | 0.06% | −25−1.2% | Reduced |
| WJ Wealth Management, LLC | 2,000 | $749.9K | 0.24% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 2,000 | $749.9K | 0.03% | +883+79.1% | Added |
| Spire Wealth Management | 2,005 | $751.9K | 0.03% | +1,831+1,052.3% | Added |
| Heritage Family Offices, LLP | 2,269 | $764.5K | 0.39% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,065 | $774.3K | 0.01% | +1,014+96.5% | Added |
| Davenport & Co LLC | 2,075 | $778.1K | 0.00% | +157+8.2% | Added |
| NBC Securities, Inc. | 2,080 | $779.0K | 0.06% | −49−2.3% | Reduced |
| E. Ohman J:or Asset Management AB | 2,100 | $787.4K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,120 | $795.0K | 0.01% | +37+1.8% | Added |
| Vise Technologies, Inc. | 2,121 | $795.5K | 0.03% | +2,121 | New |
| Snowden Capital Advisors LLC | 2,140 | $802.4K | 0.02% | −1,187−35.7% | Reduced |
| Axxcess Wealth Management, LLC | 2,150 | $806.0K | 0.02% | +25+1.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,151 | $806.6K | 0.06% | −13−0.6% | Reduced |
| Gibbs Wealth Management | 2,152 | $807.0K | 0.16% | +12+0.6% | Added |
| Oxford Asset Management LLP | 2,196 | $823.4K | 0.27% | +2,196 | New |
| Everpar Advisors LLC | 2,201 | $825.3K | 0.38% | −11−0.5% | Reduced |
| Toroso Investments, LLC | 2,219 | $832.1K | 0.01% | −3,786−63.0% | Reduced |
| Root Financial Partners, LLC | 2,249 | $843.3K | 0.08% | +49+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,255 | $845.6K | 0.01% | −12−0.5% | Reduced |
| Greenline Partners, LLC | 2,266 | $849.7K | 0.11% | 00.0% | Unchanged |
| London Co of Virginia | 2,270 | $851.2K | 0.00% | 00.0% | Unchanged |
| Encompass More Asset Management | 2,279 | $854.6K | 0.20% | +2,279 | New |
| Hunting Hill Global Capital, LLC | 2,300 | $862.4K | 0.47% | +429+22.9% | Added |
| Retireful, LLC | 2,334 | $875.2K | 0.60% | −1,346−36.6% | Reduced |
| Thrivent Financial for Lutherans | 2,410 | $880.0K | 0.00% | −265−9.9% | Reduced |
| Assenagon Asset Management S.A. | 2,387 | $895.1K | 0.00% | +148+6.6% | Added |
| Harbour Investments, Inc. | 2,397 | $898.8K | 0.02% | +2,388+26,533.3% | Added |
| Vident Advisory, LLC | 2,409 | $903.3K | 0.01% | −341−12.4% | Reduced |
| Bryn Mawr Trust Co | 2,418 | $906.7K | 0.02% | +602+33.1% | Added |
| HighPoint Advisor Group LLC | 2,462 | $923.1K | 0.05% | +89+3.8% | Added |
| Ritholtz Wealth Management | 2,481 | $930.3K | 0.02% | +5+0.2% | Added |
| Lido Advisors, LLC | 2,484 | $931.7K | 0.00% | +710+40.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,497 | $936.3K | 0.03% | −391−13.5% | Reduced |
| Garrett Wealth Advisory Group, LLC | 2,500 | $937.4K | 0.20% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 2,500 | $937.4K | 0.13% | +2,000+400.0% | Added |
| Parallel Advisors, LLC | 2,514 | $942.7K | 0.02% | −20−0.8% | Reduced |
| Tran Capital Management, L.P. | 2,554 | $957.7K | 0.11% | +2,554 | New |
| Mutual of America Capital Management LLC | 2,571 | $964.0K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 2,576 | $965.9K | 0.17% | −1,745−40.4% | Reduced |
| PEAK6 LLC | 2,595 | $973.2K | 0.03% | −1,535−37.2% | Reduced |
| Ostrum Asset Management | 2,612 | $979.4K | 0.05% | −76−2.8% | Reduced |
| Everence Capital Management Inc | 2,640 | $990.0K | 0.06% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 2,648 | $992.9K | 0.03% | +37+1.4% | Added |
| Friedenthal Financial | 2,674 | $1.00M | 0.55% | −228−7.9% | Reduced |