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 |
|---|---|---|---|---|---|
| Legacy Financial Group LLC | 1,381 | $517.8K | 0.07% | +15+1.1% | Added |
| Ronald Blue Trust, Inc. | 1,375 | $515.6K | 0.01% | +238+20.9% | Added |
| Good Life Advisors, LLC | 1,370 | $513.8K | 0.03% | +382+38.7% | Added |
| State of Wyoming | 1,263 | $473.6K | 0.06% | +1,263 | New |
| Cynosure Management, LLC | 1,257 | $471.3K | 0.05% | +252+25.1% | Added |
| Keybank National Association | 1,252 | $469.5K | 0.00% | +303+31.9% | Added |
| R Squared Ltd | 1,237 | $463.8K | 0.26% | +617+99.5% | Added |
| EverSource Wealth Advisors, LLC | 1,233 | $462.3K | 0.02% | −380−23.6% | Reduced |
| Peak Financial Advisors LLC | 1,232 | $462.0K | 0.24% | +1,232 | New |
| Insigneo Advisory Services, LLC | 1,231 | $461.4K | 0.04% | +38+3.2% | Added |
| Cetera Trust Company, N.A | 1,210 | $453.7K | 0.27% | +55+4.8% | Added |
| Moody Lynn & Lieberson, LLC | 1,207 | $452.6K | 0.03% | +7+0.6% | Added |
| Impact Investors, Inc | 1,203 | $451.1K | 0.32% | −2−0.2% | Reduced |
| Blueshift Asset Management, LLC | 1,202 | $450.7K | 0.14% | +1,202 | New |
| Brighton Jones LLC | 1,199 | $449.6K | 0.01% | −11−0.9% | Reduced |
| Bridges Investment Management Inc | 1,195 | $448.1K | 0.01% | +9+0.8% | Added |
| SFG Wealth Management, LLC. | 1,186 | $444.7K | 0.27% | −52−4.2% | Reduced |
| AXA S.A. | 1,178 | $441.7K | 0.00% | +141+13.6% | Added |
| Panagora Asset Management Inc | 1,150 | $431.2K | 0.00% | −22−1.9% | Reduced |
| Readystate Asset Management LP | 1,149 | $430.8K | 0.02% | +1,149 | New |
| Baader Bank INC | 1,144 | $428.0K | 0.04% | +421+58.2% | Added |
| Wetherby Asset Management Inc | 1,137 | $426.3K | 0.02% | +1,137 | New |
| Summit Investment Advisors, Inc. | 1,147 | $424.4K | 0.35% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,121 | $420.4K | 0.00% | +1,121 | New |
| Siemens Fonds Invest GmbH | 1,120 | $420.0K | 0.02% | +261+30.4% | Added |
| denkapparat Operations GmbH | 1,118 | $419.2K | 0.33% | −50−4.3% | Reduced |
| Counterpoint Mutual Funds LLC | 1,111 | $416.6K | 0.04% | +1,111 | New |
| Bullseye Asset Management LLC | 1,108 | $415.0K | 0.21% | −11,140−91.0% | Reduced |
| Ci Investments Inc. | 1,107 | $415.0K | 0.00% | +44+4.1% | Added |
| Transcend Wealth Collective, LLC | 1,101 | $412.9K | 0.03% | −467−29.8% | Reduced |
| RiverGlades Family Offices LLC | 1,100 | $412.5K | 0.27% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,100 | $412.5K | 0.00% | +1,100 | New |
| Gilbert & Cook, Inc. | 1,094 | $410.2K | 0.06% | +303+38.3% | Added |
| Lifestyle Asset Management, Inc. | 1,082 | $405.7K | 0.19% | +101+10.3% | Added |
| Sherbrooke Park Advisers LLC | 1,053 | $394.8K | 0.17% | +1,053 | New |
| Ballentine Partners, LLC | 1,038 | $389.2K | 0.01% | +1,038 | New |
| Forum Financial Management, LP | 1,016 | $381.0K | 0.01% | +4+0.4% | Added |
| De Burlo Group Inc | 1,000 | $375.0K | 0.05% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 982 | $368.2K | 0.01% | +17+1.8% | Added |
| Perigon Wealth Management, LLC | 979 | $367.1K | 0.01% | +183+23.0% | Added |
| Erste Asset Management GmbH | 1,000 | $365.0K | 0.00% | +1,000 | New |
| McMahon Financial Advisors, LLC | 969 | $363.3K | 0.09% | 00.0% | Unchanged |
| IFP Advisors, Inc | 719 | $363.2K | 0.01% | +490+214.0% | Added |
| V-Square Quantitative Management LLC | 968 | $363.0K | 0.05% | +12+1.3% | Added |
| Camden National Bank | 967 | $362.6K | 0.05% | +29+3.1% | Added |
| Metis Global Partners, LLC | 959 | $359.6K | 0.01% | −353−26.9% | Reduced |
| Portside Wealth Group, LLC | 946 | $354.7K | 0.05% | −165−14.9% | Reduced |
| One Wealth Advisors, LLC | 939 | $352.1K | 0.05% | +24+2.6% | Added |
| Dakota Wealth Management | 937 | $351.3K | 0.01% | −3−0.3% | Reduced |
| EP Wealth Advisors, LLC | 935 | $350.6K | 0.00% | −69−6.9% | Reduced |
| National Asset Management, Inc. | 924 | $346.6K | 0.02% | −51−5.2% | Reduced |
| Tyler-Stone Wealth Management | 918 | $344.1K | 0.06% | +41+4.7% | Added |
| Mather Group, LLC. | 916 | $343.5K | 0.00% | −3−0.3% | Reduced |
| Farringdon Capital, Ltd. | 911 | $341.6K | 0.11% | +911 | New |
| Fidelis Capital Partners, LLC | 897 | $339.7K | 0.03% | +102+12.8% | Added |
| Ellevest, Inc. | 906 | $339.7K | 0.05% | +906 | New |
| Petrus Trust Company, LTA | 902 | $338.2K | 0.04% | −1,170−56.5% | Reduced |
| Board of the Pension Protection Fund | 900 | $337.5K | 0.36% | +900 | New |
| Jefferies Financial Group Inc. | 881 | $330.3K | 0.01% | −1,119−56.0% | Reduced |
| TSFG, LLC | 865 | $324.0K | 0.06% | +1+0.1% | Added |
| RMB Capital Management, LLC | 858 | $321.8K | 0.01% | +858 | New |
| Raiffeisen Bank International AG | 885 | $319.4K | 0.00% | −77−8.0% | Reduced |
| Natixis | 844 | $316.5K | 0.00% | +361+74.7% | Added |
| WSFS Capital Management, LLC | 844 | $316.5K | 0.02% | +844 | New |
| Dorsey & Whitney Trust CO LLC | 843 | $316.2K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 843 | $316.2K | 0.03% | −23−2.7% | Reduced |
| Vontobel Holding Ltd. | 843 | $316.1K | 0.00% | −1,086−56.3% | Reduced |
| Net Worth Advisory Group | 833 | $312.5K | 0.07% | −520−38.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 835 | $311.5K | 0.14% | −125−13.0% | Reduced |
| IFG Advisory, LLC | 810 | $303.9K | 0.02% | −3−0.4% | Reduced |
| Perennial Investment Advisors, LLC | 804 | $301.5K | 0.03% | +31+4.0% | Added |
| CTC Alternative Strategies, Ltd. | 800 | $300.0K | 0.26% | +800 | New |
| ZWJ Investment Counsel Inc | 798 | $299.2K | 0.01% | +2+0.3% | Added |
| Cigna Investments Inc | 786 | $295.0K | 0.05% | +40+5.4% | Added |
| Wealthspire Advisors, LLC | 785 | $294.4K | 0.00% | −6−0.8% | Reduced |
| Archer Investment Corp | 779 | $291.9K | 0.07% | −390−33.4% | Reduced |
| Global Retirement Partners, LLC | 770 | $288.9K | 0.01% | +770 | New |
| Philip James Wealth Mangement, LLC | 768 | $288.1K | 0.04% | −3−0.4% | Reduced |
| Systematic Alpha Investments, LLC | 760 | $285.0K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 747 | $280.1K | 0.02% | −31−4.0% | Reduced |
| Ieq Capital, LLC | 746 | $279.8K | 0.00% | −2,980−80.0% | Reduced |
| Waddell & Associates, LLC | 746 | $279.7K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 754 | $275.3K | 0.00% | +456+153.0% | Added |
| Baker Tilly Wealth Management, LLC | 730 | $273.7K | 0.10% | +730 | New |
| Walleye Capital LLC | 727 | $272.6K | 0.00% | −13,216−94.8% | Reduced |
| Tranquility Partners, LLC | 721 | $270.4K | 0.10% | +721 | New |
| Berger Financial Group, Inc | 718 | $269.3K | 0.02% | −67−8.5% | Reduced |
| USA Financial Portformulas Corp | 716 | $268.5K | 0.05% | +716 | New |
| Institute for Wealth Management, LLC. | 714 | $267.7K | 0.03% | 00.0% | Unchanged |
| Voleon Capital Management LP | 708 | $265.5K | 0.01% | −12,348−94.6% | Reduced |
| One Day In July LLC | 702 | $263.2K | 0.02% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 702 | $263.0K | 0.04% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 699 | $262.1K | 0.21% | +73+11.7% | Added |
| WealthCare Investment Partners, LLC | 678 | $260.3K | 0.09% | +678 | New |
| Koshinski Asset Management, Inc. | 694 | $260.2K | 0.02% | −118−14.5% | Reduced |
| OneAscent Financial Services LLC | 696 | $260.0K | 0.02% | 00.0% | Unchanged |
| Natural Investments, LLC | 695 | $260.0K | 0.07% | +48+7.4% | Added |
| Summit Financial, LLC | 688 | $258.0K | 0.01% | +688 | New |
| Fundamentun, LLC | 686 | $257.2K | 0.01% | +11+1.6% | Added |
| Boston Trust Walden Corp | 680 | $255.0K | 0.00% | +680 | New |