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 |
|---|---|---|---|---|---|
| Hudson Bay Capital Management LP | 92,076 | $34.5M | 0.23% | −160,503−63.5% | Reduced |
| Railway Pension Investments Ltd | 96,500 | $36.2M | 0.51% | +20,000+26.1% | Added |
| Northwestern Mutual Wealth Management Co | 98,138 | $36.8M | 0.03% | +10,445+11.9% | Added |
| Artemis Investment Management LLP | 99,125 | $37.2M | 0.48% | −15,655−13.6% | Reduced |
| Zurich Insurance Group Ltd | 99,455 | $37.3M | 0.29% | +99,455 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 99,507 | $37.3M | 0.57% | −221,273−69.0% | Reduced |
| Moore Capital Management, LP | 100,512 | $37.7M | 0.75% | +72,616+260.3% | Added |
| Ensign Peak Advisors, Inc | 100,582 | $37.7M | 0.06% | +52,598+109.6% | Added |
| Standard Life Aberdeen plc | 102,164 | $37.8M | 0.06% | −35,855−26.0% | Reduced |
| Danske Bank A/S | 102,569 | $38.5M | 0.10% | −28,073−21.5% | Reduced |
| Rhumbline Advisers | 105,798 | $39.7M | 0.03% | +4,564+4.5% | Added |
| Renaissance Technologies LLC | 109,800 | $41.2M | 0.05% | +74,300+209.3% | Added |
| Family Wealth Partners, LLC | 111,902 | $42.0M | 16.79% | −430.0% | Reduced |
| Buckingham Strategic Partners | 111,969 | $42.0M | 0.56% | −977−0.9% | Reduced |
| Amundi | 114,003 | $42.9M | 0.01% | +14,975+15.1% | Added |
| National Pension Service | 114,801 | $43.0M | 0.04% | +480+0.4% | Added |
| California State Teachers Retirement System | 117,846 | $44.2M | 0.05% | +4,254+3.7% | Added |
| D. E. Shaw & Co., Inc. | 124,354 | $46.6M | 0.05% | −53,829−30.2% | Reduced |
| LPL Financial LLC | 126,435 | $47.4M | 0.02% | +8,206+6.9% | Added |
| Twinbeech Capital LP | 133,319 | $50.0M | 1.13% | +133,319 | New |
| Neuberger Berman Group LLC | 144,580 | $54.2M | 0.04% | +102,304+242.0% | Added |
| California Public Employees Retirement System | 145,628 | $54.6M | 0.03% | +8,323+6.1% | Added |
| Comerica Bank | 149,175 | $55.9M | 0.22% | −10,300−6.5% | Reduced |
| Coronation Fund Managers Ltd. | 151,023 | $56.6M | 3.07% | +27,690+22.5% | Added |
| First Trust Advisors LP | 156,647 | $58.7M | 0.05% | −8,960−5.4% | Reduced |
| Deutsche Bank AG | 161,900 | $60.7M | 0.02% | +3,124+2.0% | Added |
| Employees Retirement System of Texas | 163,000 | $61.1M | 0.50% | −34,600−17.5% | Reduced |
| Franklin Resources Inc | 163,317 | $61.2M | 0.02% | −4,031−2.4% | Reduced |
| Ghisallo Capital Management LLC | 173,500 | $65.1M | 1.74% | +173,500 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 182,689 | $68.5M | 0.04% | +9,960+5.8% | Added |
| Brown Brothers Harriman & Co | 184,742 | $69.3M | 0.45% | +9,255+5.3% | Added |
| Nuveen, LLC | 188,100 | $70.5M | 0.02% | +2,061+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 191,727 | $71.5M | 0.12% | +44,249+30.0% | Added |
| Bridgewater Associates, LP | 192,655 | $72.2M | 0.29% | −30,218−13.6% | Reduced |
| Captrust Financial Advisors | 196,213 | $73.6M | 0.16% | +9,471+5.1% | Added |
| Man Group plc | 198,087 | $74.3M | 0.16% | +87,774+79.6% | Added |
| Stifel Financial Corp | 198,139 | $74.3M | 0.07% | +10,881+5.8% | Added |
| Manufacturers Life Insurance Company, The | 198,459 | $74.4M | 0.07% | −37,535−15.9% | Reduced |
| Truist Financial Corp | 208,262 | $78.1M | 0.11% | +2,777+1.4% | Added |
| Royal Bank of Canada | 209,682 | $78.6M | 0.02% | +33,827+19.2% | Added |
| Bamco Inc | 222,479 | $83.4M | 0.23% | +57,228+34.6% | Added |
| UBS Group AG | 231,096 | $86.7M | 0.02% | +20,741+9.9% | Added |
| Junto Capital Management LP | 232,846 | $87.3M | 1.85% | −164,520−41.4% | Reduced |
| Goldman Sachs Group Inc | 233,459 | $87.5M | 0.01% | +24,333+11.6% | Added |
| Holocene Advisors, LP | 268,448 | $100.7M | 0.25% | −66,523−19.9% | Reduced |
| Ameriprise Financial Inc | 269,598 | $101.1M | 0.02% | −69,403−20.5% | Reduced |
| Gilder Gagnon Howe & Co LLC | 270,527 | $101.4M | 1.08% | −2,411−0.9% | Reduced |
| Price T Rowe Associates Inc | 294,509 | $110.4M | 0.01% | +14,659+5.2% | Added |
| Caisse de Depot Et Placement du Quebec | 314,685 | $118.0M | 0.25% | −14,493−4.4% | Reduced |
| Legal & General Group Plc | 328,562 | $123.2M | 0.03% | −15,517−4.5% | Reduced |
| Wellington Management Group LLP | 329,616 | $123.6M | 0.02% | −328,977−50.0% | Reduced |
| Macquarie Group Ltd | 342,742 | $128.5M | 0.16% | +45,612+15.4% | Added |
| Southpoint Capital Advisors LP | 365,000 | $136.9M | 3.45% | −35,000−8.8% | Reduced |
| Artisan Partners Limited Partnership | 367,426 | $137.8M | 0.21% | −22,304−5.7% | Reduced |
| Palestra Capital Management LLC | 379,934 | $142.5M | 4.22% | −19,276−4.8% | Reduced |
| Charles Schwab Investment Management Inc | 388,129 | $145.5M | 0.03% | +34,128+9.6% | Added |
| Envestnet Asset Management Inc | 412,678 | $154.7M | 0.05% | +28,196+7.3% | Added |
| SEI Investments Co | 419,290 | $157.2M | 0.18% | +40,229+10.6% | Added |
| APG Asset Management N.V. | 507,593 | $162.1M | 0.48% | +250,333+97.3% | Added |
| First Pacific Advisors, LP | 443,503 | $166.3M | 2.38% | −14,438−3.2% | Reduced |
| Fairview Capital Investment Management, LLC | 445,125 | $166.9M | 8.64% | −24,833−5.3% | Reduced |
| Azora Capital LP | 472,352 | $177.1M | 8.01% | +29,918+6.8% | Added |
| Bank of New York Mellon Corp | 485,462 | $182.0M | 0.03% | +32,729+7.2% | Added |
| Northern Trust Corp | 522,695 | $196.0M | 0.03% | +5,333+1.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 544,604 | $204.2M | 1.73% | +5,500+1.0% | Added |
| Invesco Ltd. | 551,579 | $206.8M | 0.04% | +450,326+444.8% | Added |
| Eminence Capital, LP | 551,592 | $206.8M | 3.05% | +28,479+5.4% | Added |
| Epoch Investment Partners, Inc. | 579,620 | $217.3M | 1.12% | −5,946−1.0% | Reduced |
| American Century Companies Inc | 597,071 | $223.9M | 0.12% | +8,271+1.4% | Added |
| Clarkston Capital Partners, LLC | 598,782 | $224.5M | 4.77% | −75,445−11.2% | Reduced |
| Wells Fargo & Company | 602,020 | $225.7M | 0.05% | +6,175+1.0% | Added |
| Third Point LLCSuperinvestorThird Point | 625,000 | $234.4M | 3.08% | 00.0% | Unchanged |
| TD Asset Management Inc | 653,239 | $244.9M | 0.21% | −28,646−4.2% | Reduced |
| Alliancebernstein L.P. | 701,419 | $263.0M | 0.09% | −57,787−7.6% | Reduced |
| UBS Asset Management Americas Inc | 729,209 | $273.4M | 0.06% | +121,648+20.0% | Added |
| Agf Management Ltd | 765,024 | $286.9M | 1.30% | +327,580+74.9% | Added |
| Westfield Capital Management Co LP | 782,232 | $293.3M | 1.23% | −47,867−5.8% | Reduced |
| Darlington Partners Capital Management, LP | 785,737 | $294.6M | 9.38% | −185,000−19.1% | Reduced |
| Egerton Capital (UK) LLP | 832,516 | $312.2M | 3.20% | −38,749−4.4% | Reduced |
| Dimensional Fund Advisors LP | 863,989 | $323.9M | 0.07% | +21,050+2.5% | Added |
| Raymond James Financial Inc | 870,620 | $326.5M | 0.11% | +10,606+1.2% | Added |
| SurgoCap Partners LP | 881,405 | $330.5M | 12.67% | −25,037−2.8% | Reduced |
| Bank of America Corp | 962,076 | $360.7M | 0.03% | +38,386+4.2% | Added |
| Norges Bank | 1,072,919 | $402.3M | 0.05% | +144,599+15.6% | Added |
| JPMorgan Chase & Co | 1,160,321 | $435.1M | 0.03% | −144,459−11.1% | Reduced |
| Winslow Capital Management, LLC | 1,183,069 | $443.6M | 1.48% | −274,632−18.8% | Reduced |
| Samlyn Capital, LLC | 1,215,280 | $455.7M | 6.61% | −185,975−13.3% | Reduced |
| Morgan Stanley | 1,373,997 | $515.2M | 0.03% | +168,271+14.0% | Added |
| Jennison Associates LLC | 1,402,750 | $526.0M | 0.31% | +443,379+46.2% | Added |
| Principal Financial Group Inc | 1,596,944 | $598.8M | 0.32% | +558,261+53.7% | Added |
| WCM Investment Management, LLC | 1,730,777 | $631.7M | 1.44% | +95,423+5.8% | Added |
| Geode Capital Management, LLC | 1,724,962 | $645.1M | 0.05% | +164,484+10.5% | Added |
| State Street Corp | 1,727,166 | $647.6M | 0.02% | +47,581+2.8% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,872,248 | $702.0M | 5.08% | +108,233+6.1% | Added |
| Massachusetts Financial Services Co | 2,442,182 | $915.7M | 0.29% | +926,122+61.1% | Added |
| FMR LLC | 2,454,474 | $920.4M | 0.05% | −710,984−22.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,557,458 | $959.0M | 2.29% | −124,159−4.6% | Reduced |
| Dodge & Cox | 2,701,709 | $1.01B | 0.57% | +1,178,249+77.3% | Added |
| Janus Henderson Group PLC | 3,077,677 | $1.15B | 0.57% | +11,323+0.4% | Added |
| Boston Partners | 3,679,484 | $1.38B | 1.53% | +165,201+4.7% | Added |