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 |
|---|---|---|---|---|---|
| James Investment Research Inc | 6,595 | $2.47M | 0.29% | +92+1.4% | Added |
| Nordea Investment Management AB | 6,686 | $2.47M | 0.00% | +248+3.9% | Added |
| Summit Trail Advisors, LLC | 6,584 | $2.47M | 0.04% | −71−1.1% | Reduced |
| Tredje AP-fonden | 6,541 | $2.45M | 0.02% | +596+10.0% | Added |
| The PNC Financial Services Group, Inc. | 6,476 | $2.43M | 0.00% | −634−8.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,447 | $2.42M | 0.07% | −14,878−69.8% | Reduced |
| Ethic Inc. | 6,612 | $2.41M | 0.04% | +1,130+20.6% | Added |
| King Luther Capital Management Corp | 6,366 | $2.39M | 0.01% | −497−7.2% | Reduced |
| Baird Financial Group, Inc. | 6,059 | $2.27M | 0.00% | +49+0.8% | Added |
| Sterling Group Wealth Management, LLC | 5,967 | $2.24M | 1.24% | −568−8.7% | Reduced |
| Generali Asset Management SPA SGR | 5,955 | $2.23M | 0.05% | +5,955 | New |
| TownSquare Capital, LLC | 5,930 | $2.22M | 0.22% | −11,789−66.5% | Reduced |
| EFG Asset Management (North America) Corp. | 5,921 | $2.22M | 0.31% | +2,896+95.7% | Added |
| Jackson Wealth Management, LLC | 5,921 | $2.22M | 0.24% | +5,921 | New |
| Gradient Investments LLC | 5,885 | $2.21M | 0.04% | −595−9.2% | Reduced |
| Avanza Fonder AB | 5,607 | $2.10M | 0.06% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 5,519 | $2.07M | 0.08% | +335+6.5% | Added |
| Coastal Bridge Advisors, LLC | 5,492 | $2.06M | 0.17% | +5,492 | New |
| Dynasty Wealth Management, LLC | 5,435 | $2.04M | 0.03% | −896−14.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,424 | $2.03M | 0.05% | +5,424 | New |
| Cambridge Investment Research Advisors, Inc. | 5,356 | $2.01M | 0.01% | +3,747+232.9% | Added |
| Northwest & Ethical Investments L.P. | 5,460 | $1.99M | 0.05% | +900+19.7% | Added |
| Yorktown Management & Research Co Inc | 5,290 | $1.98M | 1.89% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 5,275 | $1.98M | 0.19% | 00.0% | Unchanged |
| TT International Asset Management LTD | 5,122 | $1.92M | 0.39% | −6,841−57.2% | Reduced |
| Dana Investment Advisors, Inc. | 5,075 | $1.90M | 0.06% | −983−16.2% | Reduced |
| Kentucky Retirement Systems | 5,069 | $1.90M | 0.06% | −13−0.3% | Reduced |
| Gabelli Funds LLC | 5,021 | $1.88M | 0.01% | −462−8.4% | Reduced |
| Future Fund LLC | 5,004 | $1.88M | 0.84% | +353+7.6% | Added |
| Mackenzie Financial Corp | 4,968 | $1.86M | 0.00% | +535+12.1% | Added |
| MetLife Investment Management | 4,955 | $1.86M | 0.01% | +376+8.2% | Added |
| Paradigm Asset Management Co LLC | 4,800 | $1.80M | 0.44% | +4,800 | New |
| Jain Global LLC | 4,792 | $1.80M | 0.03% | +4,792 | New |
| M&T Bank Corp | 4,788 | $1.79M | 0.01% | +83+1.8% | Added |
| Dynamic Technology Lab Private Ltd | 4,766 | $1.79M | 0.24% | +4,766 | New |
| Shepherd Financial Partners LLC | 4,755 | $1.78M | 0.19% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,748 | $1.78M | 0.01% | +3,521+287.0% | Added |
| Pitcairn Co | 4,728 | $1.77M | 0.12% | −1,045−18.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 4,638 | $1.74M | 0.32% | +2,232+92.8% | Added |
| Fulton Bank, N.A. | 4,583 | $1.72M | 0.06% | +415+10.0% | Added |
| Prudential Financial Inc | 4,576 | $1.72M | 0.00% | +1,722+60.3% | Added |
| Kestra Advisory Services, LLC | 4,521 | $1.70M | 0.01% | +520+13.0% | Added |
| Winton Group Ltd | 4,428 | $1.66M | 0.08% | +4,428 | New |
| Magnetar Financial LLC | 4,421 | $1.66M | 0.01% | +4,421 | New |
| Sheets Smith Investment Management | 4,330 | $1.62M | 1.43% | +4,330 | New |
| Brevan Howard Capital Management LP | 4,317 | $1.62M | 0.02% | −1,024−19.2% | Reduced |
| Colony Group, LLC | 4,280 | $1.60M | 0.00% | −80−1.8% | Reduced |
| Gulf International Bank (UK) Ltd | 4,265 | $1.60M | 0.06% | 00.0% | Unchanged |
| Prana Capital Management, LP | 4,197 | $1.57M | 0.06% | +4,197 | New |
| Park Avenue Securities LLC | 4,163 | $1.56M | 0.01% | +22+0.5% | Added |
| Intech Investment Management LLC | 4,133 | $1.55M | 0.01% | −230−5.3% | Reduced |
| Castle Hook Partners LP | 4,046 | $1.52M | 0.02% | +4,046 | New |
| RSM US Wealth Management LLC | 4,039 | $1.51M | 0.02% | +639+18.8% | Added |
| Callan Family Office, LLC | 4,037 | $1.51M | 0.05% | +4,037 | New |
| Catalyst Funds Management Pty Ltd | 4,000 | $1.50M | 0.41% | +4,000 | New |
| Maryland State Retirement & Pension System | 3,873 | $1.45M | 0.03% | +394+11.3% | Added |
| Crawford Investment Counsel Inc | 3,849 | $1.44M | 0.03% | −1,102−22.3% | Reduced |
| We Are One Seven, LLC | 3,814 | $1.43M | 0.05% | +3,814 | New |
| Resources Investment Advisors, LLC. | 3,791 | $1.42M | 0.02% | −32−0.8% | Reduced |
| Independent Advisor Alliance | 3,775 | $1.42M | 0.04% | +52+1.4% | Added |
| Jane Street Group, LLC | 3,723 | $1.40M | 0.00% | −7,652−67.3% | Reduced |
| Merit Financial Group, LLC | 3,721 | $1.40M | 0.02% | +380+11.4% | Added |
| LVW Advisors, LLC | 3,705 | $1.39M | 0.16% | −214−5.5% | Reduced |
| Inceptionr LLC | 3,613 | $1.35M | 0.31% | +3,613 | New |
| Sumitomo Life Insurance Co | 3,606 | $1.35M | 0.09% | −210−5.5% | Reduced |
| Gateway Investment Advisers LLC | 3,515 | $1.32M | 0.01% | +337+10.6% | Added |
| Central Pacific Bank - Trust Division | 3,487 | $1.31M | 0.17% | +1,090+45.5% | Added |
| Aureus Asset Management, LLC | 3,473 | $1.30M | 0.08% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,406 | $1.28M | 0.01% | −119−3.4% | Reduced |
| IHT Wealth Management, LLC | 3,356 | $1.26M | 0.03% | −222−6.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,355 | $1.26M | 0.10% | +382+12.8% | Added |
| Bessemer Group Inc | 3,331 | $1.25M | 0.00% | +712+27.2% | Added |
| CIBC World Markets Corp | 3,330 | $1.25M | 0.01% | −77−2.3% | Reduced |
| Fiduciary Trust Co | 3,325 | $1.25M | 0.02% | +889+36.5% | Added |
| Jump Financial, LLC | 3,300 | $1.24M | 0.02% | +2,291+227.1% | Added |
| Meeder Asset Management Inc | 3,296 | $1.24M | 0.08% | +3,183+2,816.8% | Added |
| AG2R la Mondiale Gestion D'Actifs | 3,294 | $1.24M | 0.06% | +111+3.5% | Added |
| Quantbot Technologies LP | 3,241 | $1.22M | 0.03% | +3,241 | New |
| CIBC Asset Management Inc | 3,236 | $1.21M | 0.00% | −184−5.4% | Reduced |
| SkyView Investment Advisors, LLC | 3,257 | $1.19M | 0.17% | +80+2.5% | Added |
| Federation des caisses Desjardins du Quebec | 3,145 | $1.18M | 0.01% | +434+16.0% | Added |
| Shelton Wealth Management, LLC | 3,129 | $1.17M | 0.59% | +90+3.0% | Added |
| Shell Asset Management Co | 3,103 | $1.16M | 0.04% | +1,793+136.9% | Added |
| ASR Vermogensbeheer N.V. | 3,089 | $1.16M | 0.02% | +957+44.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,064 | $1.15M | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,048 | $1.14M | 0.01% | +708+30.3% | Added |
| Machina Capital S.A.S. | 2,999 | $1.12M | 0.23% | +1,055+54.3% | Added |
| Wolverine Trading, LLC | 3,076 | $1.12M | 0.03% | −6,505−67.9% | Reduced |
| Mercer Global Advisors Inc | 2,957 | $1.11M | 0.00% | +142+5.0% | Added |
| MAI Capital Management | 2,953 | $1.11M | 0.01% | +82+2.9% | Added |
| Schroder Investment Management Group | 2,906 | $1.09M | 0.00% | −619−17.6% | Reduced |
| Bayesian Capital Management, LP | 2,900 | $1.09M | 0.17% | +2,900 | New |
| Vestcor Inc | 2,890 | $1.08M | 0.03% | −9−0.3% | Reduced |
| Wealthfront Advisers LLC | 2,880 | $1.08M | 0.00% | +181+6.7% | Added |
| Integrated Wealth Concepts LLC | 2,858 | $1.07M | 0.01% | −1,005−26.0% | Reduced |
| Impact Capital Partners LLC | 2,850 | $1.07M | 0.35% | −92−3.1% | Reduced |
| Gsa Capital Partners LLP | 2,838 | $1.06M | 0.07% | +2,838 | New |
| Tokio Marine Asset Management Co Ltd | 2,796 | $1.05M | 0.04% | −35,385−92.7% | Reduced |
| Sowell Financial Services LLC | 2,777 | $1.04M | 0.04% | −149−5.1% | Reduced |
| OV Management LLC | 2,777 | $1.04M | 0.87% | −4,223−60.3% | Reduced |