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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,832,797 | $1.81B | 0.03% | +82,718+1.7% | Added |
| Vanguard Group Inc | 7,986,766 | $2.99B | 0.05% | +613,909+8.3% | Added |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −329,607−100.0% | Sold out |
| HMI Capital Management, L.P. | 0 | $0 | 0.00% | −286,711−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −228,371−100.0% | Sold out |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 0 | $0 | 0.00% | −135,474−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −62,138−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −55,121−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −50,003−100.0% | Sold out |
| Pamalican Asset Management Ltd | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −36,515−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −30,279−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −29,084−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −28,823−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −22,001−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −19,996−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −15,505−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −12,430−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Ovata Capital Management Ltd | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,355−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −9,308−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Siren, L.L.C. | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,296−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −7,054−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,283−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −4,878−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,559−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −3,721−100.0% | Sold out |
| Prossimo Advisors, LLC | 0 | $0 | 0.00% | −3,785−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −3,561−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −2,876−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −2,253−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −1,910−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,711−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −1,504−100.0% | Sold out |
| Fairtree Asset Management (Pty) Ltd | 0 | $0 | 0.00% | −1,453−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −1,322−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,293−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,261−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −1,254−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −1,040−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −928−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Mattson Financial Services, LLC | 0 | $0 | 0.00% | −594−100.0% | Sold out |
| LTS One Management LP | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −463−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| von Borstel & Associates, Inc. | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Atala Financial Inc | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Wealth Advisors of Tampa Bay, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Saudi Central Bank | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| ESL Trust Services, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Marshall Investment Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| ROSS\JOHNSON & Associates LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Eq Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Abound Financial, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |