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 |
|---|---|---|---|---|---|
| Railway Pension Investments Ltd | 96,500 | $36.2M | 0.51% | +20,000+26.1% | Added |
| Hudson Bay Capital Management LP | 92,076 | $34.5M | 0.23% | −160,503−63.5% | Reduced |
| Millennium Management LLC | 87,475 | $32.8M | 0.03% | −38,801−30.7% | Reduced |
| Solel Partners LP | 87,000 | $32.6M | 5.68% | 00.0% | Unchanged |
| Heron Bay Capital Management | 82,515 | $30.9M | 6.09% | −1,724−2.0% | Reduced |
| Picton Mahoney Asset Management | 82,157 | $30.8M | 0.43% | +13,848+20.3% | Added |
| Natixis Advisors, L.P. | 79,617 | $29.9M | 0.05% | +19,225+31.8% | Added |
| Shellback Capital, LP | 76,501 | $28.7M | 1.91% | +76,501 | New |
| State Board of Administration of Florida Retirement System | 75,765 | $28.4M | 0.05% | +2,673+3.7% | Added |
| Susquehanna Fundamental Investments, LLC | 74,696 | $28.0M | 0.75% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 71,550 | $26.8M | 0.58% | −22,325−23.8% | Reduced |
| Burkehill Global Management, LP | 70,000 | $26.2M | 1.94% | −15,000−17.6% | Reduced |
| Fort Washington Investment Advisors Inc | 69,247 | $26.0M | 0.15% | +3,322+5.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 68,544 | $25.7M | 0.02% | +10,293+17.7% | Added |
| Barclays PLC | 64,783 | $24.3M | 0.01% | +21,211+48.7% | Added |
| Trillium Asset Management, LLC | 64,347 | $24.1M | 0.65% | −2,274−3.4% | Reduced |
| Russell Investments Group, Ltd. | 61,990 | $23.2M | 0.03% | −12,680−17.0% | Reduced |
| New York State Common Retirement Fund | 58,908 | $22.1M | 0.03% | +1,645+2.9% | Added |
| State of Wisconsin Investment Board | 58,489 | $21.9M | 0.05% | +16,507+39.3% | Added |
| Korea Investment CORP | 56,731 | $21.3M | 0.05% | −3,372−5.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 55,647 | $21.2M | 1.44% | +989+1.8% | Added |
| Aviva PLC | 56,003 | $21.0M | 0.04% | +3,708+7.1% | Added |
| Cookson Peirce & Co Inc | 54,964 | $20.6M | 0.91% | +51,321+1,408.8% | Added |
| Lynwood Price Capital Management LP | 54,000 | $20.2M | 10.07% | +1,500+2.9% | Added |
| Freestone Grove Partners LP | 53,517 | $20.1M | 0.15% | +53,517 | New |
| GW&K Investment Management, LLC | 53,431 | $20.0M | 0.18% | −345−0.6% | Reduced |
| Mawer Investment Management Ltd. | 52,984 | $19.9M | 0.10% | −1,942−3.5% | Reduced |
| Royal London Asset Management Ltd | 52,934 | $19.8M | 0.05% | +291+0.6% | Added |
| Susquehanna International Group, LLP | 52,180 | $19.6M | 0.03% | +674+1.3% | Added |
| Citigroup Inc | 51,484 | $19.3M | 0.01% | +4,831+10.4% | Added |
| SG Americas Securities, LLC | 50,083 | $18.8M | 0.08% | +43,096+616.8% | Added |
| Seven Grand Managers, LLC | 50,000 | $18.7M | 2.25% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 49,182 | $18.4M | 0.02% | +2,646+5.7% | Added |
| Winmill & Co. Inc | 48,860 | $18.3M | 5.09% | 00.0% | Unchanged |
| Great West Life Assurance Co | 47,053 | $17.7M | 0.03% | −692−1.4% | Reduced |
| Allianz Asset Management GmbH | 45,985 | $17.2M | 0.02% | −34,060−42.6% | Reduced |
| STRS Ohio | 44,339 | $16.6M | 0.06% | +40,182+966.6% | Added |
| HSBC Holdings PLC | 44,468 | $16.6M | 0.01% | −15,669−26.1% | Reduced |
| Janney Montgomery Scott LLC | 43,418 | $16.3M | 0.04% | +10,001+29.9% | Added |
| Qube Research & Technologies Ltd | 42,763 | $16.0M | 0.02% | +35,485+487.6% | Added |
| Voya Investment Management LLC | 42,329 | $15.9M | 0.02% | +7,596+21.9% | Added |
| Thornburg Investment Management Inc | 42,006 | $15.8M | 0.20% | −3,962−8.6% | Reduced |
| Eisler Capital Management Ltd. | 41,385 | $15.5M | 0.53% | −33,001−44.4% | Reduced |
| Umb Bank N A | 41,177 | $15.4M | 0.24% | +62+0.2% | Added |
| Kames Capital plc | 41,058 | $15.4M | 0.20% | −8,300−16.8% | Reduced |
| Engineers Gate Manager LP | 40,932 | $15.3M | 0.19% | +37,763+1,191.6% | Added |
| BNP Paribas Arbitrage, SA | 39,914 | $15.0M | 0.01% | +929+2.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 39,760 | $14.9M | 0.03% | −4,011−9.2% | Reduced |
| CI Private Wealth, LLC | 37,843 | $14.2M | 0.02% | −1,693−4.3% | Reduced |
| AQR Capital Management LLC | 38,269 | $14.2M | 0.01% | −19,790−34.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,383 | $14.0M | 0.03% | +9,230+32.8% | Added |
| Treasurer of the State of North Carolina | 37,221 | $14.0M | 0.04% | +3,160+9.3% | Added |
| NewEdge Wealth, LLC | 36,473 | $13.5M | 0.21% | −3,676−9.2% | Reduced |
| Diamond Hill Capital Management Inc | 35,537 | $13.3M | 0.06% | +1,020+3.0% | Added |
| Logan Capital Management Inc | 34,545 | $13.0M | 0.60% | −5,731−14.2% | Reduced |
| Pathstone Holdings, LLC | 33,208 | $12.5M | 0.05% | −3,627−9.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 32,395 | $12.1M | 0.12% | −29,896−48.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 32,000 | $12.0M | 0.02% | −13,000−28.9% | Reduced |
| Icon Advisers Inc | 31,288 | $11.7M | 2.68% | −195−0.6% | Reduced |
| Asset Management One Co.,Ltd. | 30,350 | $11.4M | 0.04% | +1,892+6.6% | Added |
| Vestmark Advisory Solutions, Inc. | 30,301 | $11.4M | 0.16% | −12,497−29.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 29,900 | $11.2M | 0.08% | +2,400+8.7% | Added |
| Victory Capital Management Inc | 29,855 | $11.2M | 0.01% | −1,114−3.6% | Reduced |
| Burney Co | 29,837 | $11.2M | 0.38% | +29,837 | New |
| Kennedy Capital Management, Inc. | 29,780 | $11.2M | 0.27% | −6,385−17.7% | Reduced |
| Reinhart Partners, Inc. | 29,716 | $11.1M | 0.38% | −2,905−8.9% | Reduced |
| Quantinno Capital Management LP | 29,331 | $11.0M | 0.05% | +7,936+37.1% | Added |
| Private Advisor Group, LLC | 29,081 | $10.9M | 0.06% | +2,375+8.9% | Added |
| Thames Capital Management LLC | 28,954 | $10.9M | 2.46% | +28,954 | New |
| KLP Kapitalforvaltning AS | 27,800 | $10.4M | 0.04% | +1,300+4.9% | Added |
| Teca Partners, LP | 26,774 | $10.0M | 7.01% | −11,349−29.8% | Reduced |
| State of New Jersey Common Pension Fund D | 26,703 | $10.0M | 0.04% | +1,900+7.7% | Added |
| Resona Asset Management Co.,Ltd. | 26,346 | $9.84M | 0.05% | +2,754+11.7% | Added |
| ArrowMark Colorado Holdings LLC | 25,835 | $9.69M | 0.17% | −5,000−16.2% | Reduced |
| Public Employees Retirement System of Ohio | 25,359 | $9.51M | 0.03% | +1,564+6.6% | Added |
| Whittier Trust Co | 25,076 | $9.40M | 0.11% | +710+2.9% | Added |
| KWB Wealth | 28,441 | $9.30M | 1.13% | +30.0% | Added |
| La Banque Postale Asset Management SA | 24,571 | $9.21M | 0.13% | +2,598+11.8% | Added |
| Nomura Asset Management Co Ltd | 24,353 | $9.13M | 0.03% | +1,881+8.4% | Added |
| Brant Point Investment Management LLC | 24,115 | $9.04M | 2.06% | +949+4.1% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 23,994 | $9.00M | 0.05% | +235+1.0% | Added |
| Channing Capital Management, LLC | 23,552 | $8.83M | 0.25% | −9,463−28.7% | Reduced |
| Arizona State Retirement System | 23,347 | $8.75M | 0.05% | +1,720+8.0% | Added |
| Teacher Retirement System of Texas | 23,270 | $8.73M | 0.04% | −7,508−24.4% | Reduced |
| Bank of Montreal | 23,260 | $8.72M | 0.00% | +9,594+70.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,619 | $8.48M | 0.02% | +621+2.8% | Added |
| Castleark Management LLC | 22,550 | $8.46M | 0.25% | +2,660+13.4% | Added |
| Swedbank AB | 22,487 | $8.43M | 0.01% | +22,487 | New |
| Schonfeld Strategic Advisors LLC | 22,153 | $8.31M | 0.06% | +2,867+14.9% | Added |
| MML Investors Services, LLC | 20,737 | $7.78M | 0.02% | +635+3.2% | Added |
| US Bancorp | 20,559 | $7.71M | 0.01% | −476−2.3% | Reduced |
| Marshall Wace, LLP | 20,515 | $7.69M | 0.01% | −656,721−97.0% | Reduced |
| Winthrop Advisory Group LLC | 20,354 | $7.63M | 0.74% | −225−1.1% | Reduced |
| Atria Investments LLC | 20,110 | $7.54M | 0.09% | +111+0.6% | Added |
| Handelsbanken Fonder AB | 19,681 | $7.38M | 0.03% | −1,500−7.1% | Reduced |
| Storebrand Asset Management AS | 19,669 | $7.38M | 0.02% | +97+0.5% | Added |
| Sanctuary Advisors, LLC | 19,582 | $7.34M | 0.05% | +1,898+10.7% | Added |
| 2Xideas AG | 19,439 | $7.29M | 1.26% | −9,175−32.1% | Reduced |
| Illinois Municipal Retirement Fund | 19,434 | $7.29M | 0.10% | +1,692+9.5% | Added |
| Argent Capital Management LLC | 19,229 | $7.21M | 0.21% | −17−0.1% | Reduced |