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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 19,083 | $7.16M | 0.01% | +683+3.7% | Added |
| National Bank of Canada | 18,856 | $7.07M | 0.01% | −4,623−19.7% | Reduced |
| Tocqueville Asset Management L.P. | 18,719 | $7.02M | 0.11% | +18,719 | New |
| Edgestream Partners, L.P. | 18,507 | $6.94M | 0.19% | +8,449+84.0% | Added |
| Eagle Rock Investment Company, LLC | 18,022 | $6.76M | 1.07% | −37−0.2% | Reduced |
| Swiss Life Asset Management Ltd | 17,956 | $6.73M | 0.04% | +7,732+75.6% | Added |
| Strategic Global Advisors, LLC | 17,835 | $6.69M | 1.09% | +1,036+6.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 17,474 | $6.55M | 0.03% | +1,349+8.4% | Added |
| IFM Investors Pty Ltd | 17,379 | $6.52M | 0.06% | +2,684+18.3% | Added |
| Empowered Funds, LLC | 17,369 | $6.51M | 0.07% | +5,876+51.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 17,000 | $6.37M | 0.06% | −2,300−11.9% | Reduced |
| Banco BTG Pactual S.A. | 16,507 | $6.19M | 1.26% | +16,507 | New |
| Voloridge Investment Management, LLC | 16,446 | $6.17M | 0.02% | −113,862−87.4% | Reduced |
| Forsta Ap-Fonden | 16,400 | $6.15M | 0.04% | +1,400+9.3% | Added |
| Capital World Investors | 16,367 | $6.14M | 0.00% | +10,932+201.1% | Added |
| Xponance, Inc. | 16,283 | $6.11M | 0.05% | +1,578+10.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,202 | $6.08M | 0.01% | +1,670+11.5% | Added |
| SCS Capital Management LLC | 16,161 | $6.06M | 0.07% | −56,367−77.7% | Reduced |
| Primecap Management Co | 16,000 | $6.00M | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,731 | $5.90M | 0.05% | −179−1.1% | Reduced |
| Silvant Capital Management LLC | 15,701 | $5.89M | 0.22% | 00.0% | Unchanged |
| Commerce Bank | 15,156 | $5.68M | 0.03% | −476−3.0% | Reduced |
| Sterling Capital Management LLC | 15,031 | $5.64M | 0.08% | −127−0.8% | Reduced |
| ExodusPoint Capital Management, LP | 14,690 | $5.51M | 0.07% | +14,690 | New |
| O'Shaughnessy Asset Management, LLC | 14,626 | $5.48M | 0.04% | −78−0.5% | Reduced |
| Toronto Dominion Bank | 14,558 | $5.46M | 0.01% | +3,296+29.3% | Added |
| KBC Group NV | 14,361 | $5.38M | 0.01% | +682+5.0% | Added |
| DnB Asset Management AS | 14,350 | $5.38M | 0.02% | +541+3.9% | Added |
| TD Private Client Wealth LLC | 14,234 | $5.34M | 0.13% | +2,168+18.0% | Added |
| Iridian Asset Management LLC | 13,937 | $5.23M | 1.81% | −6,964−33.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,833 | $5.19M | 0.12% | +416+3.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,515 | $5.06M | 0.04% | +3,358+33.1% | Added |
| Daiwa Securities Group Inc. | 13,221 | $4.96M | 0.02% | −3,367−20.3% | Reduced |
| Advisor Group Holdings, Inc. | 13,084 | $4.90M | 0.01% | +2,673+25.7% | Added |
| Oppenheimer Asset Management Inc. | 13,050 | $4.89M | 0.06% | +2,123+19.4% | Added |
| HighTower Advisors, LLC | 13,019 | $4.88M | 0.01% | −743−5.4% | Reduced |
| CIBC World Markets Inc. | 12,818 | $4.81M | 0.01% | +93+0.7% | Added |
| CIBC Private Wealth Group, LLC | 12,803 | $4.80M | 0.01% | +6,474+102.3% | Added |
| Otter Creek Advisors, LLC | 12,693 | $4.76M | 3.57% | +1,848+17.0% | Added |
| British Columbia Investment Management Corp | 12,581 | $4.72M | 0.03% | −1,738−12.1% | Reduced |
| Utah Retirement Systems | 12,540 | $4.70M | 0.05% | +223+1.8% | Added |
| Robeco Institutional Asset Management B.V. | 12,219 | $4.58M | 0.01% | +3,893+46.8% | Added |
| Verition Fund Management LLC | 12,124 | $4.55M | 0.03% | −31,856−72.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 12,094 | $4.53M | 0.04% | +1,273+11.8% | Added |
| Tobam | 11,753 | $4.41M | 1.72% | −4,578−28.0% | Reduced |
| Mariner, LLC | 11,709 | $4.39M | 0.01% | −1,945−14.2% | Reduced |
| Cornerstone Wealth Management, LLC | 11,468 | $4.30M | 0.26% | −989−7.9% | Reduced |
| Genus Capital Management Inc. | 11,427 | $4.28M | 0.55% | +1,332+13.2% | Added |
| Commonwealth Equity Services, LLC | 11,131 | $4.17M | 0.01% | +4,140+59.2% | Added |
| Federated Hermes, Inc. | 10,971 | $4.11M | 0.01% | −2,572−19.0% | Reduced |
| United Asset Strategies, Inc. | 10,849 | $4.07M | 0.35% | −178−1.6% | Reduced |
| Anchor Investment Management, LLC | 10,358 | $3.88M | 0.34% | +587+6.0% | Added |
| Blair William & Co | 10,148 | $3.81M | 0.01% | −10,290−50.3% | Reduced |
| Impax Asset Management Group plc | 10,072 | $3.78M | 0.02% | +10,072 | New |
| Retirement Capital Strategies | 10,041 | $3.77M | 1.49% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,011 | $3.75M | 0.01% | −2,121−17.5% | Reduced |
| Nissay Asset Management Corp | 9,940 | $3.73M | 0.02% | +645+6.9% | Added |
| Kerusso Capital Management LLC | 9,737 | $3.65M | 2.26% | +4,762+95.7% | Added |
| Greenleaf Trust | 9,287 | $3.48M | 0.03% | −108−1.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,009 | $3.46M | 0.01% | +992+12.4% | Added |
| Cinctive Capital Management LP | 9,213 | $3.45M | 0.19% | −23,371−71.7% | Reduced |
| JustInvest LLC | 9,163 | $3.44M | 0.04% | +1,560+20.5% | Added |
| Beacon Investment Advisors LLC | 9,343 | $3.41M | 1.47% | +10+0.1% | Added |
| Oliver Luxxe Assets LLC | 9,085 | $3.41M | 0.61% | +66+0.7% | Added |
| F/M Investments LLC | 9,046 | $3.39M | 0.12% | +468+5.5% | Added |
| Banque Cantonale Vaudoise | 8,829 | $3.31M | 0.14% | +5,874+198.8% | Added |
| Brinker Capital Investments, LLC | 8,797 | $3.30M | 0.03% | +132+1.5% | Added |
| Annex Advisory Services, LLC | 8,788 | $3.30M | 0.08% | +184+2.1% | Added |
| Flynn Zito Capital Management, LLC | 8,634 | $3.24M | 1.36% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 8,572 | $3.21M | 0.01% | −8,901−50.9% | Reduced |
| DekaBank Deutsche Girozentrale | 8,718 | $3.17M | 0.01% | +91+1.1% | Added |
| OP Asset Management Ltd | 8,437 | $3.16M | 0.05% | +331+4.1% | Added |
| Van Eck Associates Corp | 8,308 | $3.12M | 0.00% | −24,021−74.3% | Reduced |
| Caldwell Trust Co | 8,138 | $3.05M | 0.31% | −49−0.6% | Reduced |
| Diversified Trust Co | 8,132 | $3.05M | 0.07% | +1,782+28.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,104 | $3.04M | 0.01% | −111−1.4% | Reduced |
| Nisa Investment Advisors, LLC | 8,016 | $3.01M | 0.01% | +1,519+23.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 7,987 | $3.00M | 0.12% | −10.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,948 | $2.98M | 0.09% | +7,948 | New |
| Omers Administration Corp | 7,732 | $2.90M | 0.02% | −30,500−79.8% | Reduced |
| HB Wealth Management, LLC | 7,614 | $2.86M | 0.02% | +381+5.3% | Added |
| Hennessy Advisors Inc | 7,600 | $2.85M | 0.10% | −200−2.6% | Reduced |
| HM Payson & Co | 7,561 | $2.84M | 0.04% | −74−1.0% | Reduced |
| Public Employees Retirement Association of Colorado | 7,468 | $2.80M | 0.01% | 00.0% | Unchanged |
| Stenger Family Office, LLC | 6,989 | $2.79M | 0.73% | +6,989 | New |
| Prudential PLC | 7,301 | $2.74M | 0.02% | +280+4.0% | Added |
| Virtu Financial LLC | 7,272 | $2.73M | 0.14% | +7,272 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 7,232 | $2.71M | 0.04% | −27,461−79.2% | Reduced |
| AE Wealth Management LLC | 7,211 | $2.70M | 0.02% | +1,665+30.0% | Added |
| Creative Planning | 7,125 | $2.67M | 0.00% | +1,487+26.4% | Added |
| Amalgamated Bank | 7,079 | $2.65M | 0.02% | +1,204+20.5% | Added |
| Allworth Financial LP | 7,075 | $2.65M | 0.01% | +6,544+1,232.4% | Added |
| Catalyst Capital Advisors LLC | 7,010 | $2.63M | 0.05% | +5,300+309.9% | Added |
| Coppell Advisory Solutions LLC | 7,102 | $2.59M | 0.31% | +7,102 | New |
| Candriam Luxembourg S.C.A. | 6,871 | $2.58M | 0.01% | +533+8.4% | Added |
| Garrett Investment Advisors LLC | 6,844 | $2.57M | 0.23% | +127+1.9% | Added |
| Bridgeway Capital Management, LLC | 6,840 | $2.56M | 0.06% | −170−2.4% | Reduced |
| Two Sigma Investments, LP | 6,691 | $2.51M | 0.00% | −25−0.4% | Reduced |
| Laurion Capital Management LP | 6,646 | $2.49M | 0.29% | −14,741−68.9% | Reduced |
| Integrated Investment Consultants, LLC | 6,643 | $2.49M | 0.49% | −533−7.4% | Reduced |