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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 6,686 | $2.47M | 0.00% | +248+3.9% | Added |
| James Investment Research Inc | 6,595 | $2.47M | 0.29% | +92+1.4% | Added |
| Integrated Investment Consultants, LLC | 6,643 | $2.49M | 0.49% | −533−7.4% | Reduced |
| Laurion Capital Management LP | 6,646 | $2.49M | 0.29% | −14,741−68.9% | Reduced |
| Two Sigma Investments, LP | 6,691 | $2.51M | 0.00% | −25−0.4% | Reduced |
| Bridgeway Capital Management, LLC | 6,840 | $2.56M | 0.06% | −170−2.4% | Reduced |
| Garrett Investment Advisors LLC | 6,844 | $2.57M | 0.23% | +127+1.9% | Added |
| Candriam Luxembourg S.C.A. | 6,871 | $2.58M | 0.01% | +533+8.4% | Added |
| Coppell Advisory Solutions LLC | 7,102 | $2.59M | 0.31% | +7,102 | New |
| Catalyst Capital Advisors LLC | 7,010 | $2.63M | 0.05% | +5,300+309.9% | Added |
| Allworth Financial LP | 7,075 | $2.65M | 0.01% | +6,544+1,232.4% | Added |
| Amalgamated Bank | 7,079 | $2.65M | 0.02% | +1,204+20.5% | Added |
| Creative Planning | 7,125 | $2.67M | 0.00% | +1,487+26.4% | Added |
| AE Wealth Management LLC | 7,211 | $2.70M | 0.02% | +1,665+30.0% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 7,232 | $2.71M | 0.04% | −27,461−79.2% | Reduced |
| Virtu Financial LLC | 7,272 | $2.73M | 0.14% | +7,272 | New |
| Prudential PLC | 7,301 | $2.74M | 0.02% | +280+4.0% | Added |
| Stenger Family Office, LLC | 6,989 | $2.79M | 0.73% | +6,989 | New |
| Public Employees Retirement Association of Colorado | 7,468 | $2.80M | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 7,561 | $2.84M | 0.04% | −74−1.0% | Reduced |
| Hennessy Advisors Inc | 7,600 | $2.85M | 0.10% | −200−2.6% | Reduced |
| HB Wealth Management, LLC | 7,614 | $2.86M | 0.02% | +381+5.3% | Added |
| Omers Administration Corp | 7,732 | $2.90M | 0.02% | −30,500−79.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,948 | $2.98M | 0.09% | +7,948 | New |
| Gerber Kawasaki Wealth & Investment Management | 7,987 | $3.00M | 0.12% | −10.0% | Reduced |
| Nisa Investment Advisors, LLC | 8,016 | $3.01M | 0.01% | +1,519+23.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,104 | $3.04M | 0.01% | −111−1.4% | Reduced |
| Diversified Trust Co | 8,132 | $3.05M | 0.07% | +1,782+28.1% | Added |
| Caldwell Trust Co | 8,138 | $3.05M | 0.31% | −49−0.6% | Reduced |
| Van Eck Associates Corp | 8,308 | $3.12M | 0.00% | −24,021−74.3% | Reduced |
| OP Asset Management Ltd | 8,437 | $3.16M | 0.05% | +331+4.1% | Added |
| DekaBank Deutsche Girozentrale | 8,718 | $3.17M | 0.01% | +91+1.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 8,572 | $3.21M | 0.01% | −8,901−50.9% | Reduced |
| Flynn Zito Capital Management, LLC | 8,634 | $3.24M | 1.36% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 8,788 | $3.30M | 0.08% | +184+2.1% | Added |
| Brinker Capital Investments, LLC | 8,797 | $3.30M | 0.03% | +132+1.5% | Added |
| Banque Cantonale Vaudoise | 8,829 | $3.31M | 0.14% | +5,874+198.8% | Added |
| F/M Investments LLC | 9,046 | $3.39M | 0.12% | +468+5.5% | Added |
| Oliver Luxxe Assets LLC | 9,085 | $3.41M | 0.61% | +66+0.7% | Added |
| Beacon Investment Advisors LLC | 9,343 | $3.41M | 1.47% | +10+0.1% | Added |
| JustInvest LLC | 9,163 | $3.44M | 0.04% | +1,560+20.5% | Added |
| Cinctive Capital Management LP | 9,213 | $3.45M | 0.19% | −23,371−71.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,009 | $3.46M | 0.01% | +992+12.4% | Added |
| Greenleaf Trust | 9,287 | $3.48M | 0.03% | −108−1.1% | Reduced |
| Kerusso Capital Management LLC | 9,737 | $3.65M | 2.26% | +4,762+95.7% | Added |
| Nissay Asset Management Corp | 9,940 | $3.73M | 0.02% | +645+6.9% | Added |
| Cerity Partners LLC | 10,011 | $3.75M | 0.01% | −2,121−17.5% | Reduced |
| Retirement Capital Strategies | 10,041 | $3.77M | 1.49% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 10,072 | $3.78M | 0.02% | +10,072 | New |
| Blair William & Co | 10,148 | $3.81M | 0.01% | −10,290−50.3% | Reduced |
| Anchor Investment Management, LLC | 10,358 | $3.88M | 0.34% | +587+6.0% | Added |
| United Asset Strategies, Inc. | 10,849 | $4.07M | 0.35% | −178−1.6% | Reduced |
| Federated Hermes, Inc. | 10,971 | $4.11M | 0.01% | −2,572−19.0% | Reduced |
| Commonwealth Equity Services, LLC | 11,131 | $4.17M | 0.01% | +4,140+59.2% | Added |
| Genus Capital Management Inc. | 11,427 | $4.28M | 0.55% | +1,332+13.2% | Added |
| Cornerstone Wealth Management, LLC | 11,468 | $4.30M | 0.26% | −989−7.9% | Reduced |
| Mariner, LLC | 11,709 | $4.39M | 0.01% | −1,945−14.2% | Reduced |
| Tobam | 11,753 | $4.41M | 1.72% | −4,578−28.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 12,094 | $4.53M | 0.04% | +1,273+11.8% | Added |
| Verition Fund Management LLC | 12,124 | $4.55M | 0.03% | −31,856−72.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 12,219 | $4.58M | 0.01% | +3,893+46.8% | Added |
| Utah Retirement Systems | 12,540 | $4.70M | 0.05% | +223+1.8% | Added |
| British Columbia Investment Management Corp | 12,581 | $4.72M | 0.03% | −1,738−12.1% | Reduced |
| Otter Creek Advisors, LLC | 12,693 | $4.76M | 3.57% | +1,848+17.0% | Added |
| CIBC Private Wealth Group, LLC | 12,803 | $4.80M | 0.01% | +6,474+102.3% | Added |
| CIBC World Markets Inc. | 12,818 | $4.81M | 0.01% | +93+0.7% | Added |
| HighTower Advisors, LLC | 13,019 | $4.88M | 0.01% | −743−5.4% | Reduced |
| Oppenheimer Asset Management Inc. | 13,050 | $4.89M | 0.06% | +2,123+19.4% | Added |
| Advisor Group Holdings, Inc. | 13,084 | $4.90M | 0.01% | +2,673+25.7% | Added |
| Daiwa Securities Group Inc. | 13,221 | $4.96M | 0.02% | −3,367−20.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,515 | $5.06M | 0.04% | +3,358+33.1% | Added |
| Whittier Trust Co of Nevada Inc | 13,833 | $5.19M | 0.12% | +416+3.1% | Added |
| Iridian Asset Management LLC | 13,937 | $5.23M | 1.81% | −6,964−33.3% | Reduced |
| TD Private Client Wealth LLC | 14,234 | $5.34M | 0.13% | +2,168+18.0% | Added |
| DnB Asset Management AS | 14,350 | $5.38M | 0.02% | +541+3.9% | Added |
| KBC Group NV | 14,361 | $5.38M | 0.01% | +682+5.0% | Added |
| Toronto Dominion Bank | 14,558 | $5.46M | 0.01% | +3,296+29.3% | Added |
| O'Shaughnessy Asset Management, LLC | 14,626 | $5.48M | 0.04% | −78−0.5% | Reduced |
| ExodusPoint Capital Management, LP | 14,690 | $5.51M | 0.07% | +14,690 | New |
| Sterling Capital Management LLC | 15,031 | $5.64M | 0.08% | −127−0.8% | Reduced |
| Commerce Bank | 15,156 | $5.68M | 0.03% | −476−3.0% | Reduced |
| Silvant Capital Management LLC | 15,701 | $5.89M | 0.22% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,731 | $5.90M | 0.05% | −179−1.1% | Reduced |
| Primecap Management Co | 16,000 | $6.00M | 0.00% | 00.0% | Unchanged |
| SCS Capital Management LLC | 16,161 | $6.06M | 0.07% | −56,367−77.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,202 | $6.08M | 0.01% | +1,670+11.5% | Added |
| Xponance, Inc. | 16,283 | $6.11M | 0.05% | +1,578+10.7% | Added |
| Capital World Investors | 16,367 | $6.14M | 0.00% | +10,932+201.1% | Added |
| Forsta Ap-Fonden | 16,400 | $6.15M | 0.04% | +1,400+9.3% | Added |
| Voloridge Investment Management, LLC | 16,446 | $6.17M | 0.02% | −113,862−87.4% | Reduced |
| Banco BTG Pactual S.A. | 16,507 | $6.19M | 1.26% | +16,507 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 17,000 | $6.37M | 0.06% | −2,300−11.9% | Reduced |
| Empowered Funds, LLC | 17,369 | $6.51M | 0.07% | +5,876+51.1% | Added |
| IFM Investors Pty Ltd | 17,379 | $6.52M | 0.06% | +2,684+18.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 17,474 | $6.55M | 0.03% | +1,349+8.4% | Added |
| Strategic Global Advisors, LLC | 17,835 | $6.69M | 1.09% | +1,036+6.2% | Added |
| Swiss Life Asset Management Ltd | 17,956 | $6.73M | 0.04% | +7,732+75.6% | Added |
| Eagle Rock Investment Company, LLC | 18,022 | $6.76M | 1.07% | −37−0.2% | Reduced |
| Edgestream Partners, L.P. | 18,507 | $6.94M | 0.19% | +8,449+84.0% | Added |
| Tocqueville Asset Management L.P. | 18,719 | $7.02M | 0.11% | +18,719 | New |