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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 2,745 | $1.03M | 0.00% | +1,596+138.9% | Added |
| Investment Management Corp of Ontario | 2,747 | $1.03M | 0.02% | −200−6.8% | Reduced |
| OV Management LLC | 2,777 | $1.04M | 0.87% | −4,223−60.3% | Reduced |
| Sowell Financial Services LLC | 2,777 | $1.04M | 0.04% | −149−5.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,796 | $1.05M | 0.04% | −35,385−92.7% | Reduced |
| Gsa Capital Partners LLP | 2,838 | $1.06M | 0.07% | +2,838 | New |
| Impact Capital Partners LLC | 2,850 | $1.07M | 0.35% | −92−3.1% | Reduced |
| Integrated Wealth Concepts LLC | 2,858 | $1.07M | 0.01% | −1,005−26.0% | Reduced |
| Wealthfront Advisers LLC | 2,880 | $1.08M | 0.00% | +181+6.7% | Added |
| Vestcor Inc | 2,890 | $1.08M | 0.03% | −9−0.3% | Reduced |
| Bayesian Capital Management, LP | 2,900 | $1.09M | 0.17% | +2,900 | New |
| Schroder Investment Management Group | 2,906 | $1.09M | 0.00% | −619−17.6% | Reduced |
| MAI Capital Management | 2,953 | $1.11M | 0.01% | +82+2.9% | Added |
| Mercer Global Advisors Inc | 2,957 | $1.11M | 0.00% | +142+5.0% | Added |
| Wolverine Trading, LLC | 3,076 | $1.12M | 0.03% | −6,505−67.9% | Reduced |
| Machina Capital S.A.S. | 2,999 | $1.12M | 0.23% | +1,055+54.3% | Added |
| Avantax Advisory Services, Inc. | 3,048 | $1.14M | 0.01% | +708+30.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,064 | $1.15M | 0.01% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 3,089 | $1.16M | 0.02% | +957+44.9% | Added |
| Shell Asset Management Co | 3,103 | $1.16M | 0.04% | +1,793+136.9% | Added |
| Shelton Wealth Management, LLC | 3,129 | $1.17M | 0.59% | +90+3.0% | Added |
| Federation des caisses Desjardins du Quebec | 3,145 | $1.18M | 0.01% | +434+16.0% | Added |
| SkyView Investment Advisors, LLC | 3,257 | $1.19M | 0.17% | +80+2.5% | Added |
| CIBC Asset Management Inc | 3,236 | $1.21M | 0.00% | −184−5.4% | Reduced |
| Quantbot Technologies LP | 3,241 | $1.22M | 0.03% | +3,241 | New |
| AG2R la Mondiale Gestion D'Actifs | 3,294 | $1.24M | 0.06% | +111+3.5% | Added |
| Meeder Asset Management Inc | 3,296 | $1.24M | 0.08% | +3,183+2,816.8% | Added |
| Jump Financial, LLC | 3,300 | $1.24M | 0.02% | +2,291+227.1% | Added |
| Fiduciary Trust Co | 3,325 | $1.25M | 0.02% | +889+36.5% | Added |
| CIBC World Markets Corp | 3,330 | $1.25M | 0.01% | −77−2.3% | Reduced |
| Bessemer Group Inc | 3,331 | $1.25M | 0.00% | +712+27.2% | Added |
| Mount Yale Investment Advisors, LLC | 3,355 | $1.26M | 0.10% | +382+12.8% | Added |
| IHT Wealth Management, LLC | 3,356 | $1.26M | 0.03% | −222−6.2% | Reduced |
| GWM Advisors LLC | 3,406 | $1.28M | 0.01% | −119−3.4% | Reduced |
| Aureus Asset Management, LLC | 3,473 | $1.30M | 0.08% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 3,487 | $1.31M | 0.17% | +1,090+45.5% | Added |
| Gateway Investment Advisers LLC | 3,515 | $1.32M | 0.01% | +337+10.6% | Added |
| Sumitomo Life Insurance Co | 3,606 | $1.35M | 0.09% | −210−5.5% | Reduced |
| Inceptionr LLC | 3,613 | $1.35M | 0.31% | +3,613 | New |
| LVW Advisors, LLC | 3,705 | $1.39M | 0.16% | −214−5.5% | Reduced |
| Merit Financial Group, LLC | 3,721 | $1.40M | 0.02% | +380+11.4% | Added |
| Jane Street Group, LLC | 3,723 | $1.40M | 0.00% | −7,652−67.3% | Reduced |
| Independent Advisor Alliance | 3,775 | $1.42M | 0.04% | +52+1.4% | Added |
| Resources Investment Advisors, LLC. | 3,791 | $1.42M | 0.02% | −32−0.8% | Reduced |
| We Are One Seven, LLC | 3,814 | $1.43M | 0.05% | +3,814 | New |
| Crawford Investment Counsel Inc | 3,849 | $1.44M | 0.03% | −1,102−22.3% | Reduced |
| Maryland State Retirement & Pension System | 3,873 | $1.45M | 0.03% | +394+11.3% | Added |
| Catalyst Funds Management Pty Ltd | 4,000 | $1.50M | 0.41% | +4,000 | New |
| Callan Family Office, LLC | 4,037 | $1.51M | 0.05% | +4,037 | New |
| RSM US Wealth Management LLC | 4,039 | $1.51M | 0.02% | +639+18.8% | Added |
| Castle Hook Partners LP | 4,046 | $1.52M | 0.02% | +4,046 | New |
| Intech Investment Management LLC | 4,133 | $1.55M | 0.01% | −230−5.3% | Reduced |
| Park Avenue Securities LLC | 4,163 | $1.56M | 0.01% | +22+0.5% | Added |
| Prana Capital Management, LP | 4,197 | $1.57M | 0.06% | +4,197 | New |
| Gulf International Bank (UK) Ltd | 4,265 | $1.60M | 0.06% | 00.0% | Unchanged |
| Colony Group, LLC | 4,280 | $1.60M | 0.00% | −80−1.8% | Reduced |
| Brevan Howard Capital Management LP | 4,317 | $1.62M | 0.02% | −1,024−19.2% | Reduced |
| Sheets Smith Investment Management | 4,330 | $1.62M | 1.43% | +4,330 | New |
| Magnetar Financial LLC | 4,421 | $1.66M | 0.01% | +4,421 | New |
| Winton Group Ltd | 4,428 | $1.66M | 0.08% | +4,428 | New |
| Kestra Advisory Services, LLC | 4,521 | $1.70M | 0.01% | +520+13.0% | Added |
| Prudential Financial Inc | 4,576 | $1.72M | 0.00% | +1,722+60.3% | Added |
| Fulton Bank, N.A. | 4,583 | $1.72M | 0.06% | +415+10.0% | Added |
| EFG Asset Management (Americas) Corp. | 4,638 | $1.74M | 0.32% | +2,232+92.8% | Added |
| Pitcairn Co | 4,728 | $1.77M | 0.12% | −1,045−18.1% | Reduced |
| United Capital Financial Advisers, LLC | 4,748 | $1.78M | 0.01% | +3,521+287.0% | Added |
| Shepherd Financial Partners LLC | 4,755 | $1.78M | 0.19% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 4,766 | $1.79M | 0.24% | +4,766 | New |
| M&T Bank Corp | 4,788 | $1.79M | 0.01% | +83+1.8% | Added |
| Jain Global LLC | 4,792 | $1.80M | 0.03% | +4,792 | New |
| Paradigm Asset Management Co LLC | 4,800 | $1.80M | 0.44% | +4,800 | New |
| MetLife Investment Management | 4,955 | $1.86M | 0.01% | +376+8.2% | Added |
| Mackenzie Financial Corp | 4,968 | $1.86M | 0.00% | +535+12.1% | Added |
| Future Fund LLC | 5,004 | $1.88M | 0.84% | +353+7.6% | Added |
| Gabelli Funds LLC | 5,021 | $1.88M | 0.01% | −462−8.4% | Reduced |
| Kentucky Retirement Systems | 5,069 | $1.90M | 0.06% | −13−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 5,075 | $1.90M | 0.06% | −983−16.2% | Reduced |
| TT International Asset Management LTD | 5,122 | $1.92M | 0.39% | −6,841−57.2% | Reduced |
| Knollwood Investment Advisory, LLC | 5,275 | $1.98M | 0.19% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 5,290 | $1.98M | 1.89% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 5,460 | $1.99M | 0.05% | +900+19.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,356 | $2.01M | 0.01% | +3,747+232.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,424 | $2.03M | 0.05% | +5,424 | New |
| Dynasty Wealth Management, LLC | 5,435 | $2.04M | 0.03% | −896−14.2% | Reduced |
| Coastal Bridge Advisors, LLC | 5,492 | $2.06M | 0.17% | +5,492 | New |
| VestGen Advisors, LLC | 5,519 | $2.07M | 0.08% | +335+6.5% | Added |
| Avanza Fonder AB | 5,607 | $2.10M | 0.06% | 00.0% | Unchanged |
| Gradient Investments LLC | 5,885 | $2.21M | 0.04% | −595−9.2% | Reduced |
| Jackson Wealth Management, LLC | 5,921 | $2.22M | 0.24% | +5,921 | New |
| EFG Asset Management (North America) Corp. | 5,921 | $2.22M | 0.31% | +2,896+95.7% | Added |
| TownSquare Capital, LLC | 5,930 | $2.22M | 0.22% | −11,789−66.5% | Reduced |
| Generali Asset Management SPA SGR | 5,955 | $2.23M | 0.05% | +5,955 | New |
| Sterling Group Wealth Management, LLC | 5,967 | $2.24M | 1.24% | −568−8.7% | Reduced |
| Baird Financial Group, Inc. | 6,059 | $2.27M | 0.00% | +49+0.8% | Added |
| King Luther Capital Management Corp | 6,366 | $2.39M | 0.01% | −497−7.2% | Reduced |
| Ethic Inc. | 6,612 | $2.41M | 0.04% | +1,130+20.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,447 | $2.42M | 0.07% | −14,878−69.8% | Reduced |
| The PNC Financial Services Group, Inc. | 6,476 | $2.43M | 0.00% | −634−8.9% | Reduced |
| Tredje AP-fonden | 6,541 | $2.45M | 0.02% | +596+10.0% | Added |
| Summit Trail Advisors, LLC | 6,584 | $2.47M | 0.04% | −71−1.1% | Reduced |