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 |
|---|---|---|---|---|---|
| National Bank of Canada | 18,856 | $7.07M | 0.01% | −4,623−19.7% | Reduced |
| Cetera Investment Advisers | 19,083 | $7.16M | 0.01% | +683+3.7% | Added |
| Argent Capital Management LLC | 19,229 | $7.21M | 0.21% | −17−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 19,434 | $7.29M | 0.10% | +1,692+9.5% | Added |
| 2Xideas AG | 19,439 | $7.29M | 1.26% | −9,175−32.1% | Reduced |
| Sanctuary Advisors, LLC | 19,582 | $7.34M | 0.05% | +1,898+10.7% | Added |
| Storebrand Asset Management AS | 19,669 | $7.38M | 0.02% | +97+0.5% | Added |
| Handelsbanken Fonder AB | 19,681 | $7.38M | 0.03% | −1,500−7.1% | Reduced |
| Atria Investments LLC | 20,110 | $7.54M | 0.09% | +111+0.6% | Added |
| Winthrop Advisory Group LLC | 20,354 | $7.63M | 0.74% | −225−1.1% | Reduced |
| Marshall Wace, LLP | 20,515 | $7.69M | 0.01% | −656,721−97.0% | Reduced |
| US Bancorp | 20,559 | $7.71M | 0.01% | −476−2.3% | Reduced |
| MML Investors Services, LLC | 20,737 | $7.78M | 0.02% | +635+3.2% | Added |
| Schonfeld Strategic Advisors LLC | 22,153 | $8.31M | 0.06% | +2,867+14.9% | Added |
| Swedbank AB | 22,487 | $8.43M | 0.01% | +22,487 | New |
| Castleark Management LLC | 22,550 | $8.46M | 0.25% | +2,660+13.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,619 | $8.48M | 0.02% | +621+2.8% | Added |
| Bank of Montreal | 23,260 | $8.72M | 0.00% | +9,594+70.2% | Added |
| Teacher Retirement System of Texas | 23,270 | $8.73M | 0.04% | −7,508−24.4% | Reduced |
| Arizona State Retirement System | 23,347 | $8.75M | 0.05% | +1,720+8.0% | Added |
| Channing Capital Management, LLC | 23,552 | $8.83M | 0.25% | −9,463−28.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 23,994 | $9.00M | 0.05% | +235+1.0% | Added |
| Brant Point Investment Management LLC | 24,115 | $9.04M | 2.06% | +949+4.1% | Added |
| Nomura Asset Management Co Ltd | 24,353 | $9.13M | 0.03% | +1,881+8.4% | Added |
| La Banque Postale Asset Management SA | 24,571 | $9.21M | 0.13% | +2,598+11.8% | Added |
| KWB Wealth | 28,441 | $9.30M | 1.13% | +30.0% | Added |
| Whittier Trust Co | 25,076 | $9.40M | 0.11% | +710+2.9% | Added |
| Public Employees Retirement System of Ohio | 25,359 | $9.51M | 0.03% | +1,564+6.6% | Added |
| ArrowMark Colorado Holdings LLC | 25,835 | $9.69M | 0.17% | −5,000−16.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 26,346 | $9.84M | 0.05% | +2,754+11.7% | Added |
| State of New Jersey Common Pension Fund D | 26,703 | $10.0M | 0.04% | +1,900+7.7% | Added |
| Teca Partners, LP | 26,774 | $10.0M | 7.01% | −11,349−29.8% | Reduced |
| KLP Kapitalforvaltning AS | 27,800 | $10.4M | 0.04% | +1,300+4.9% | Added |
| Thames Capital Management LLC | 28,954 | $10.9M | 2.46% | +28,954 | New |
| Private Advisor Group, LLC | 29,081 | $10.9M | 0.06% | +2,375+8.9% | Added |
| Quantinno Capital Management LP | 29,331 | $11.0M | 0.05% | +7,936+37.1% | Added |
| Reinhart Partners, Inc. | 29,716 | $11.1M | 0.38% | −2,905−8.9% | Reduced |
| Kennedy Capital Management, Inc. | 29,780 | $11.2M | 0.27% | −6,385−17.7% | Reduced |
| Burney Co | 29,837 | $11.2M | 0.38% | +29,837 | New |
| Victory Capital Management Inc | 29,855 | $11.2M | 0.01% | −1,114−3.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 29,900 | $11.2M | 0.08% | +2,400+8.7% | Added |
| Vestmark Advisory Solutions, Inc. | 30,301 | $11.4M | 0.16% | −12,497−29.2% | Reduced |
| Asset Management One Co.,Ltd. | 30,350 | $11.4M | 0.04% | +1,892+6.6% | Added |
| Icon Advisers Inc | 31,288 | $11.7M | 2.68% | −195−0.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 32,000 | $12.0M | 0.02% | −13,000−28.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 32,395 | $12.1M | 0.12% | −29,896−48.0% | Reduced |
| Pathstone Holdings, LLC | 33,208 | $12.5M | 0.05% | −3,627−9.8% | Reduced |
| Logan Capital Management Inc | 34,545 | $13.0M | 0.60% | −5,731−14.2% | Reduced |
| Diamond Hill Capital Management Inc | 35,537 | $13.3M | 0.06% | +1,020+3.0% | Added |
| NewEdge Wealth, LLC | 36,473 | $13.5M | 0.21% | −3,676−9.2% | Reduced |
| Treasurer of the State of North Carolina | 37,221 | $14.0M | 0.04% | +3,160+9.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,383 | $14.0M | 0.03% | +9,230+32.8% | Added |
| AQR Capital Management LLC | 38,269 | $14.2M | 0.01% | −19,790−34.1% | Reduced |
| CI Private Wealth, LLC | 37,843 | $14.2M | 0.02% | −1,693−4.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 39,760 | $14.9M | 0.03% | −4,011−9.2% | Reduced |
| BNP Paribas Arbitrage, SA | 39,914 | $15.0M | 0.01% | +929+2.4% | Added |
| Engineers Gate Manager LP | 40,932 | $15.3M | 0.19% | +37,763+1,191.6% | Added |
| Kames Capital plc | 41,058 | $15.4M | 0.20% | −8,300−16.8% | Reduced |
| Umb Bank N A | 41,177 | $15.4M | 0.24% | +62+0.2% | Added |
| Eisler Capital Management Ltd. | 41,385 | $15.5M | 0.53% | −33,001−44.4% | Reduced |
| Thornburg Investment Management Inc | 42,006 | $15.8M | 0.20% | −3,962−8.6% | Reduced |
| Voya Investment Management LLC | 42,329 | $15.9M | 0.02% | +7,596+21.9% | Added |
| Qube Research & Technologies Ltd | 42,763 | $16.0M | 0.02% | +35,485+487.6% | Added |
| Janney Montgomery Scott LLC | 43,418 | $16.3M | 0.04% | +10,001+29.9% | Added |
| HSBC Holdings PLC | 44,468 | $16.6M | 0.01% | −15,669−26.1% | Reduced |
| STRS Ohio | 44,339 | $16.6M | 0.06% | +40,182+966.6% | Added |
| Allianz Asset Management GmbH | 45,985 | $17.2M | 0.02% | −34,060−42.6% | Reduced |
| Great West Life Assurance Co | 47,053 | $17.7M | 0.03% | −692−1.4% | Reduced |
| Winmill & Co. Inc | 48,860 | $18.3M | 5.09% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 49,182 | $18.4M | 0.02% | +2,646+5.7% | Added |
| Seven Grand Managers, LLC | 50,000 | $18.7M | 2.25% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 50,083 | $18.8M | 0.08% | +43,096+616.8% | Added |
| Citigroup Inc | 51,484 | $19.3M | 0.01% | +4,831+10.4% | Added |
| Susquehanna International Group, LLP | 52,180 | $19.6M | 0.03% | +674+1.3% | Added |
| Royal London Asset Management Ltd | 52,934 | $19.8M | 0.05% | +291+0.6% | Added |
| Mawer Investment Management Ltd. | 52,984 | $19.9M | 0.10% | −1,942−3.5% | Reduced |
| GW&K Investment Management, LLC | 53,431 | $20.0M | 0.18% | −345−0.6% | Reduced |
| Freestone Grove Partners LP | 53,517 | $20.1M | 0.15% | +53,517 | New |
| Lynwood Price Capital Management LP | 54,000 | $20.2M | 10.07% | +1,500+2.9% | Added |
| Cookson Peirce & Co Inc | 54,964 | $20.6M | 0.91% | +51,321+1,408.8% | Added |
| Aviva PLC | 56,003 | $21.0M | 0.04% | +3,708+7.1% | Added |
| Foster Victor Wealth Advisors, LLC | 55,647 | $21.2M | 1.44% | +989+1.8% | Added |
| Korea Investment CORP | 56,731 | $21.3M | 0.05% | −3,372−5.6% | Reduced |
| State of Wisconsin Investment Board | 58,489 | $21.9M | 0.05% | +16,507+39.3% | Added |
| New York State Common Retirement Fund | 58,908 | $22.1M | 0.03% | +1,645+2.9% | Added |
| Russell Investments Group, Ltd. | 61,990 | $23.2M | 0.03% | −12,680−17.0% | Reduced |
| Trillium Asset Management, LLC | 64,347 | $24.1M | 0.65% | −2,274−3.4% | Reduced |
| Barclays PLC | 64,783 | $24.3M | 0.01% | +21,211+48.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 68,544 | $25.7M | 0.02% | +10,293+17.7% | Added |
| Fort Washington Investment Advisors Inc | 69,247 | $26.0M | 0.15% | +3,322+5.0% | Added |
| Burkehill Global Management, LP | 70,000 | $26.2M | 1.94% | −15,000−17.6% | Reduced |
| Ceredex Value Advisors LLC | 71,550 | $26.8M | 0.58% | −22,325−23.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 74,696 | $28.0M | 0.75% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 75,765 | $28.4M | 0.05% | +2,673+3.7% | Added |
| Shellback Capital, LP | 76,501 | $28.7M | 1.91% | +76,501 | New |
| Natixis Advisors, L.P. | 79,617 | $29.9M | 0.05% | +19,225+31.8% | Added |
| Picton Mahoney Asset Management | 82,157 | $30.8M | 0.43% | +13,848+20.3% | Added |
| Heron Bay Capital Management | 82,515 | $30.9M | 6.09% | −1,724−2.0% | Reduced |
| Solel Partners LP | 87,000 | $32.6M | 5.68% | 00.0% | Unchanged |
| Millennium Management LLC | 87,475 | $32.8M | 0.03% | −38,801−30.7% | Reduced |