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 |
|---|---|---|---|---|---|
| Investment Management Corp of Ontario | 2,747 | $1.03M | 0.02% | −200−6.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,745 | $1.03M | 0.00% | +1,596+138.9% | Added |
| Friedenthal Financial | 2,674 | $1.00M | 0.55% | −228−7.9% | Reduced |
| Moran Wealth Management, LLC | 2,648 | $992.9K | 0.03% | +37+1.4% | Added |
| Everence Capital Management Inc | 2,640 | $990.0K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,612 | $979.4K | 0.05% | −76−2.8% | Reduced |
| PEAK6 LLC | 2,595 | $973.2K | 0.03% | −1,535−37.2% | Reduced |
| Versor Investments LP | 2,576 | $965.9K | 0.17% | −1,745−40.4% | Reduced |
| Mutual of America Capital Management LLC | 2,571 | $964.0K | 0.01% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 2,554 | $957.7K | 0.11% | +2,554 | New |
| Parallel Advisors, LLC | 2,514 | $942.7K | 0.02% | −20−0.8% | Reduced |
| Garrett Wealth Advisory Group, LLC | 2,500 | $937.4K | 0.20% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 2,500 | $937.4K | 0.13% | +2,000+400.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,497 | $936.3K | 0.03% | −391−13.5% | Reduced |
| Lido Advisors, LLC | 2,484 | $931.7K | 0.00% | +710+40.0% | Added |
| Ritholtz Wealth Management | 2,481 | $930.3K | 0.02% | +5+0.2% | Added |
| HighPoint Advisor Group LLC | 2,462 | $923.1K | 0.05% | +89+3.8% | Added |
| Bryn Mawr Trust Co | 2,418 | $906.7K | 0.02% | +602+33.1% | Added |
| Vident Advisory, LLC | 2,409 | $903.3K | 0.01% | −341−12.4% | Reduced |
| Harbour Investments, Inc. | 2,397 | $898.8K | 0.02% | +2,388+26,533.3% | Added |
| Assenagon Asset Management S.A. | 2,387 | $895.1K | 0.00% | +148+6.6% | Added |
| Thrivent Financial for Lutherans | 2,410 | $880.0K | 0.00% | −265−9.9% | Reduced |
| Retireful, LLC | 2,334 | $875.2K | 0.60% | −1,346−36.6% | Reduced |
| Hunting Hill Global Capital, LLC | 2,300 | $862.4K | 0.47% | +429+22.9% | Added |
| Encompass More Asset Management | 2,279 | $854.6K | 0.20% | +2,279 | New |
| London Co of Virginia | 2,270 | $851.2K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 2,266 | $849.7K | 0.11% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,255 | $845.6K | 0.01% | −12−0.5% | Reduced |
| Root Financial Partners, LLC | 2,249 | $843.3K | 0.08% | +49+2.2% | Added |
| Toroso Investments, LLC | 2,219 | $832.1K | 0.01% | −3,786−63.0% | Reduced |
| Everpar Advisors LLC | 2,201 | $825.3K | 0.38% | −11−0.5% | Reduced |
| Oxford Asset Management LLP | 2,196 | $823.4K | 0.27% | +2,196 | New |
| Gibbs Wealth Management | 2,152 | $807.0K | 0.16% | +12+0.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,151 | $806.6K | 0.06% | −13−0.6% | Reduced |
| Axxcess Wealth Management, LLC | 2,150 | $806.0K | 0.02% | +25+1.2% | Added |
| Snowden Capital Advisors LLC | 2,140 | $802.4K | 0.02% | −1,187−35.7% | Reduced |
| Vise Technologies, Inc. | 2,121 | $795.5K | 0.03% | +2,121 | New |
| Stratos Wealth Partners, LTD. | 2,120 | $795.0K | 0.01% | +37+1.8% | Added |
| E. Ohman J:or Asset Management AB | 2,100 | $787.4K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,080 | $779.0K | 0.06% | −49−2.3% | Reduced |
| Davenport & Co LLC | 2,075 | $778.1K | 0.00% | +157+8.2% | Added |
| Principal Securities, Inc. | 2,065 | $774.3K | 0.01% | +1,014+96.5% | Added |
| Heritage Family Offices, LLP | 2,269 | $764.5K | 0.39% | 00.0% | Unchanged |
| Spire Wealth Management | 2,005 | $751.9K | 0.03% | +1,831+1,052.3% | Added |
| WJ Wealth Management, LLC | 2,000 | $749.9K | 0.24% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 2,000 | $749.9K | 0.03% | +883+79.1% | Added |
| XML Financial, LLC | 1,996 | $748.5K | 0.06% | −25−1.2% | Reduced |
| Hallmark Capital Management Inc | 1,995 | $748.1K | 0.05% | −269−11.9% | Reduced |
| QRG Capital Management, Inc. | 1,935 | $725.5K | 0.01% | +94+5.1% | Added |
| Applied Finance Capital Management, LLC | 1,885 | $706.8K | 0.05% | +39+2.1% | Added |
| Scott Marsh Financial, LLC | 1,882 | $705.7K | 0.26% | +1,882 | New |
| Gladstone Institutional Advisory LLC | 1,854 | $695.1K | 0.03% | −165−8.2% | Reduced |
| CWM, LLC | 1,846 | $692.0K | 0.00% | −932−33.5% | Reduced |
| Advisors Asset Management, Inc. | 1,842 | $690.7K | 0.01% | +331+21.9% | Added |
| Sheets Smith Wealth Management | 1,820 | $682.4K | 0.08% | +1,820 | New |
| Yousif Capital Management, LLC | 1,803 | $676.1K | 0.01% | +5+0.3% | Added |
| Dark Forest Capital Management LP | 1,793 | $672.3K | 0.03% | +1,793 | New |
| Cresset Asset Management, LLC | 1,790 | $671.3K | 0.00% | +986+122.6% | Added |
| CoreCap Advisors, LLC | 1,788 | $670.7K | 0.03% | +1,619+958.0% | Added |
| Wealth Alliance | 1,716 | $643.4K | 0.07% | +61+3.7% | Added |
| Coldstream Capital Management Inc | 1,697 | $636.3K | 0.01% | −4−0.2% | Reduced |
| Advisor OS, LLC | 1,696 | $636.1K | 0.06% | −82−4.6% | Reduced |
| Stephens Inc | 1,696 | $635.9K | 0.01% | −562−24.9% | Reduced |
| Venturi Wealth Management, LLC | 1,693 | $634.8K | 0.03% | −406−19.3% | Reduced |
| Sanchez Wealth Management Group | 1,689 | $633.4K | 0.15% | +1+0.1% | Added |
| Sequoia Financial Advisors, LLC | 1,672 | $627.0K | 0.00% | +341+25.6% | Added |
| Magnolia Private Wealth, LLC | 1,662 | $623.2K | 0.48% | +33+2.0% | Added |
| Apollon Wealth Management, LLC | 1,658 | $621.7K | 0.01% | +391+30.9% | Added |
| Old National Bancorp | 1,656 | $620.9K | 0.01% | +232+16.3% | Added |
| Wedmont Private Capital | 1,625 | $619.0K | 0.03% | +19+1.2% | Added |
| Quadrant Capital Group LLC | 1,640 | $615.0K | 0.02% | −37−2.2% | Reduced |
| Hamilton Capital Partners Inc. | 1,634 | $612.7K | 0.03% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 1,624 | $609.0K | 0.06% | +1,624 | New |
| SummitTX Capital, L.P. | 1,606 | $602.2K | 0.03% | −5,008−75.7% | Reduced |
| Arkadios Wealth Advisors | 1,601 | $600.5K | 0.02% | +615+62.4% | Added |
| Capula Management Ltd | 1,600 | $600.0K | 0.01% | +1,600 | New |
| MONECO Advisors, LLC | 1,585 | $594.4K | 0.06% | −266−14.4% | Reduced |
| Potentia Wealth | 1,578 | $591.8K | 0.34% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,572 | $589.5K | 0.19% | 00.0% | Unchanged |
| World Equity Group, Inc. | 1,552 | $582.2K | 0.16% | +723+87.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,550 | $581.2K | 0.00% | +1,550 | New |
| Riverpoint Wealth Management Holdings, LLC | 1,543 | $578.7K | 0.14% | +1+0.1% | Added |
| DGS Capital Management, LLC | 1,538 | $576.7K | 0.12% | +194+14.4% | Added |
| Okabena Investment Services Inc | 1,533 | $574.8K | 0.13% | −207−11.9% | Reduced |
| Benjamin Edwards Inc | 1,494 | $560.2K | 0.01% | +755+102.2% | Added |
| Pettee Investors, Inc. | 1,490 | $558.7K | 0.33% | +1,490 | New |
| Yarbrough Capital, LLC | 1,481 | $555.3K | 0.02% | −1,880−55.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,473 | $552.3K | 0.00% | −1,792−54.9% | Reduced |
| Assetmark, Inc | 1,465 | $549.3K | 0.00% | +238+19.4% | Added |
| Thrive Wealth Management, LLC | 1,460 | $547.5K | 0.09% | +56+4.0% | Added |
| Beacon Pointe Advisors, LLC | 1,451 | $544.0K | 0.01% | +1+0.1% | Added |
| Signaturefd, LLC | 1,441 | $540.2K | 0.01% | −112−7.2% | Reduced |
| Globeflex Capital L P | 1,420 | $532.5K | 0.04% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 1,414 | $530.3K | 0.01% | +76+5.7% | Added |
| Scientech Research LLC | 1,413 | $529.8K | 0.13% | +1,413 | New |
| J.Safra Asset Management Corp | 1,408 | $528.0K | 0.04% | +174+14.1% | Added |
| UniSuper Management Pty Ltd | 1,400 | $525.0K | 0.00% | −200−12.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,400 | $525.0K | 0.07% | +4+0.3% | Added |
| Pensionmark Financial Group, LLC | 1,400 | $525.0K | 0.01% | +1,400 | New |
| Spahn Wealth & Retirement LLC | 1,386 | $519.7K | 0.33% | 00.0% | Unchanged |