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 |
|---|---|---|---|---|---|
| Financial Advocates Investment Management | 672 | $251.8K | 0.02% | −204−23.3% | Reduced |
| Checchi Capital Advisers, LLC | 669 | $250.9K | 0.02% | −49−6.8% | Reduced |
| Quest Partners LLC | 668 | $250.5K | 0.02% | +1+0.1% | Added |
| Genesis Private Wealth, LLC | 667 | $250.1K | 0.12% | +667 | New |
| Crossmark Global Holdings, Inc. | 666 | $249.7K | 0.00% | −10,771−94.2% | Reduced |
| Jacobi Capital Management LLC | 664 | $249.0K | 0.02% | −28−4.0% | Reduced |
| Birch Financial Group, LLC | 663 | $248.8K | 0.20% | +3+0.5% | Added |
| Stevens Capital Management LP | 660 | $247.0K | 0.07% | −331−33.4% | Reduced |
| GeoWealth Management, LLC | 655 | $245.6K | 0.01% | +43+7.0% | Added |
| Horizon Wealth Management, LLC | 655 | $245.5K | 0.04% | −20−3.0% | Reduced |
| Marks Group Wealth Management, Inc | 651 | $244.1K | 0.02% | +651 | New |
| Drive Wealth Management, LLC | 650 | $243.6K | 0.05% | +12+1.9% | Added |
| WP Advisors, LLC | 642 | $240.7K | 0.07% | −39−5.7% | Reduced |
| Quantum Financial Advisors, LLC | 636 | $238.5K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 627 | $235.1K | 0.00% | −261−29.4% | Reduced |
| RIA Advisory Group LLC | 626 | $234.6K | 0.07% | +626 | New |
| Meadow Creek Wealth Advisors LLC | 625 | $234.4K | 0.16% | +625 | New |
| Syon Capital LLC | 625 | $234.4K | 0.02% | +625 | New |
| Eagle Bay Advisors LLC | 622 | $233.2K | 0.19% | −2−0.3% | Reduced |
| GAMMA Investing LLC | 621 | $232.9K | 0.01% | +145+30.5% | Added |
| Tower Research Capital LLC (TRC) | 620 | $232.5K | 0.01% | −3,489−84.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $225.0K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 598 | $224.4K | 0.01% | +598 | New |
| LRI Investments, LLC | 598 | $224.1K | 0.02% | +21+3.6% | Added |
| Abn Amro Investment Solutions | 597 | $223.9K | 0.00% | +597 | New |
| Catalytic Wealth RIA, LLC | 595 | $223.1K | 0.02% | +595 | New |
| Goldstein Advisors, LLC | 593 | $222.4K | 0.03% | +593 | New |
| Personal Cfo Solutions, LLC | 593 | $222.2K | 0.04% | +593 | New |
| Advisory Services Network, LLC | 560 | $221.6K | 0.00% | −134−19.3% | Reduced |
| Everett Harris & Co | 591 | $221.6K | 0.00% | +591 | New |
| Left Brain Wealth Management, LLC | 591 | $221.6K | 0.08% | +591 | New |
| Kingsview Wealth Management, LLC | 583 | $218.6K | 0.00% | +583 | New |
| Nomura Holdings Inc | 582 | $218.2K | 0.00% | +582 | New |
| Security Financial Services, INC. | 581 | $217.9K | 0.04% | −78−11.8% | Reduced |
| WealthPLAN Partners, LLC | 578 | $216.6K | 0.03% | +578 | New |
| Colonial Trust Co | 575 | $215.6K | 0.03% | +20+3.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 573 | $214.9K | 0.01% | +573 | New |
| United Community Bank | 570 | $213.7K | 0.07% | +5+0.9% | Added |
| Cercano Management LLC | 570 | $213.7K | 0.01% | +570 | New |
| Flagship Harbor Advisors, LLC | 570 | $213.7K | 0.01% | +570 | New |
| Norden Group LLC | 567 | $212.6K | 0.02% | −86−13.2% | Reduced |
| O'Brien Wealth Partners LLC | 566 | $212.2K | 0.03% | +566 | New |
| CFO4Life Group, LLC | 565 | $211.9K | 0.03% | +565 | New |
| Peapack Gladstone Financial Corp | 564 | $211.0K | 0.00% | +564 | New |
| Wesbanco Bank Inc | 560 | $210.0K | 0.01% | +560 | New |
| Fifth Third Wealth Advisors LLC | 555 | $208.1K | 0.01% | −99−15.1% | Reduced |
| FIL Ltd | 550 | $206.2K | 0.00% | +378+219.8% | Added |
| Huntington National Bank | 546 | $204.7K | 0.00% | +314+135.3% | Added |
| Great Diamond Partners, LLC | 546 | $204.7K | 0.04% | −68−11.1% | Reduced |
| Warren Averett Asset Management, LLC | 543 | $203.6K | 0.00% | +543 | New |
| Ironwood Investment Counsel, LLC | 535 | $200.6K | 0.03% | +535 | New |
| First Horizon Advisors, Inc. | 531 | $199.1K | 0.01% | +109+25.8% | Added |
| Traub Capital Management LLC | 501 | $188.0K | 0.17% | +501 | New |
| Golden State Wealth Management, LLC | 500 | $187.5K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 495 | $185.6K | 0.10% | +18+3.8% | Added |
| Elgethun Capital Management | 493 | $184.9K | 0.04% | 00.0% | Unchanged |
| WPG Advisers, LLC | 486 | $182.2K | 0.15% | −24−4.7% | Reduced |
| Penserra Capital Management LLC | 431 | $161.0K | 0.00% | +75+21.1% | Added |
| Fifth Third Bancorp | 428 | $160.5K | 0.00% | −230−35.0% | Reduced |
| Neo Ivy Capital Management | 408 | $153.0K | 0.05% | +408 | New |
| Gables Capital Management Inc. | 400 | $150.0K | 0.07% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 370 | $138.7K | 0.00% | −12−3.1% | Reduced |
| Central Trust Co | 357 | $133.9K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 316 | $118.5K | 0.07% | +4+1.3% | Added |
| Arlington Trust Co LLC | 315 | $118.1K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 301 | $112.9K | 0.00% | +27+9.9% | Added |
| NBT Bank N A | 296 | $111.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 263 | $99.0K | 0.06% | +103+64.4% | Added |
| Ossiam | 263 | $98.6K | 0.00% | +263 | New |
| Compass Financial Services Inc | 245 | $92.0K | 0.04% | +16+7.0% | Added |
| Versant Capital Management, Inc | 244 | $91.5K | 0.01% | +63+34.8% | Added |
| Ameliora Wealth Management Ltd. | 265 | $90.4K | 0.03% | −65−19.7% | Reduced |
| Skopos Labs, Inc. | 226 | $84.7K | 0.01% | +8+3.7% | Added |
| Leonteq Securities AG | 216 | $81.0K | 0.00% | −130−37.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 211 | $79.1K | 0.02% | +96+83.5% | Added |
| Washington Trust Advisors, Inc. | 199 | $74.8K | 0.01% | +14+7.6% | Added |
| TD Waterhouse Canada Inc. | 193 | $72.0K | 0.00% | +150+348.8% | Added |
| SRS Capital Advisors, Inc. | 191 | $71.6K | 0.00% | +7+3.8% | Added |
| Harbor Asset Planning, Inc. | 187 | $70.2K | 0.07% | +187 | New |
| Jackson, Grant Investment Advisers, Inc. | 181 | $67.9K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 175 | $65.6K | 0.00% | +175 | New |
| Smithfield Trust Co | 154 | $58.0K | 0.00% | +35+29.4% | Added |
| Capital Analysts, LLC | 142 | $53.0K | 0.00% | +7+5.2% | Added |
| Parkside Financial Bank & Trust | 140 | $52.5K | 0.01% | −4−2.8% | Reduced |
| Clark Wealth Partners | 140 | $52.5K | 0.04% | 00.0% | Unchanged |
| Graney & King, LLC | 139 | $52.2K | 0.04% | +46+49.5% | Added |
| Smartleaf Asset Management LLC | 142 | $51.8K | 0.00% | −199−58.4% | Reduced |
| MCF Advisors LLC | 138 | $51.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 135 | $50.6K | 0.01% | −2−1.5% | Reduced |
| Geneos Wealth Management Inc. | 123 | $46.1K | 0.00% | +5+4.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $45.0K | 0.01% | +55+84.6% | Added |
| Clearstead Advisors, LLC | 104 | $39.0K | 0.00% | −16−13.3% | Reduced |
| TCTC Holdings, LLC | 104 | $39.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 104 | $39.0K | 0.00% | +7+7.2% | Added |
| Itau Unibanco Holding S.A. | 101 | $37.9K | 0.00% | −1,636−94.2% | Reduced |
| Boreal Capital Management LLC | 100 | $37.5K | 0.03% | +100 | New |
| Maseco LLP | 91 | $34.2K | 0.00% | +91 | New |
| Bayforest Capital Ltd | 90 | $33.7K | 0.01% | +90 | New |
| Tidemark, LLC | 84 | $31.5K | 0.01% | +64+320.0% | Added |
| IAG Wealth Partners, LLC | 84 | $31.3K | 0.00% | 00.0% | Unchanged |