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, Q3 2025
Institutional positions in LPL Financial Holdings Inc. as of Sep 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
- 759
- −30 vs. Q2 2025
- Shares held
- 78.6M
- +240.6K (+0.3%) vs. Q2 2025
- Total value
- $26.1B
- −$3.21B (−10.9%) vs. Q2 2025
- New holders
- 81
- 278 more added
- Sold out
- 111
- 270 more reduced
13 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,303,768 | $2.76B | 0.04% | +317,002+4.0% | Added |
| BlackRock, Inc. | 4,976,517 | $1.66B | 0.03% | +143,720+3.0% | Added |
| Boston Partners | 3,669,326 | $1.22B | 1.25% | −10,158−0.3% | Reduced |
| Dodge & Cox | 3,329,255 | $1.11B | 0.60% | +627,546+23.2% | Added |
| Massachusetts Financial Services Co | 3,242,353 | $1.08B | 0.33% | +800,171+32.8% | Added |
| Janus Henderson Group PLC | 3,097,351 | $1.03B | 0.47% | +19,674+0.6% | Added |
| Capital World Investors | 2,628,551 | $874.5M | 0.12% | +2,612,184+15,960.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,482,615 | $825.9M | 2.01% | −74,843−2.9% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,255,714 | $750.5M | 5.46% | +383,466+20.5% | Added |
| Principal Financial Group Inc | 1,970,021 | $655.4M | 0.33% | +373,077+23.4% | Added |
| State Street Corp | 1,828,455 | $608.3M | 0.02% | +101,289+5.9% | Added |
| WCM Investment Management, LLC | 1,742,991 | $593.7M | 1.24% | +12,214+0.7% | Added |
| Geode Capital Management, LLC | 1,543,258 | $512.0M | 0.03% | −181,704−10.5% | Reduced |
| Morgan Stanley | 1,479,651 | $492.3M | 0.03% | +105,654+7.7% | Added |
| Samlyn Capital, LLC | 1,346,494 | $448.0M | 6.36% | +131,214+10.8% | Added |
| FMR LLC | 1,121,923 | $373.3M | 0.02% | −1,332,551−54.3% | Reduced |
| Jennison Associates LLC | 1,104,950 | $367.6M | 0.21% | −297,800−21.2% | Reduced |
| Millennium Management LLC | 1,053,168 | $350.4M | 0.28% | +965,693+1,104.0% | Added |
| SurgoCap Partners LP | 994,278 | $330.8M | 9.39% | +112,873+12.8% | Added |
| JPMorgan Chase & Co | 938,755 | $312.3M | 0.02% | −221,566−19.1% | Reduced |
| Bank of America Corp | 878,032 | $292.1M | 0.02% | −84,044−8.7% | Reduced |
| Dimensional Fund Advisors LP | 847,816 | $282.1M | 0.06% | −16,173−1.9% | Reduced |
| Raymond James Financial Inc | 824,267 | $274.2M | 0.09% | −46,353−5.3% | Reduced |
| Darlington Partners Capital Management, LP | 785,737 | $261.4M | 8.82% | 00.0% | Unchanged |
| TD Asset Management Inc | 691,702 | $230.1M | 0.19% | +38,463+5.9% | Added |
| APG Asset Management N.V. | 767,333 | $217.3M | 0.61% | +259,740+51.2% | Added |
| Third Point LLCSuperinvestorThird Point | 594,143 | $197.7M | 2.36% | −30,857−4.9% | Reduced |
| UBS Asset Management Americas Inc | 589,491 | $196.1M | 0.04% | −139,718−19.2% | Reduced |
| Eminence Capital, LP | 587,624 | $195.5M | 2.87% | +36,032+6.5% | Added |
| Westfield Capital Management Co LP | 575,462 | $191.5M | 0.80% | −206,770−26.4% | Reduced |
| Alliancebernstein L.P. | 564,215 | $187.7M | 0.06% | −137,204−19.6% | Reduced |
| Wells Fargo & Company | 563,613 | $187.5M | 0.04% | −38,407−6.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 553,321 | $184.1M | 1.49% | +8,717+1.6% | Added |
| Invesco Ltd. | 539,444 | $179.5M | 0.03% | −12,135−2.2% | Reduced |
| Agf Management Ltd | 537,275 | $178.7M | 0.79% | −227,749−29.8% | Reduced |
| Northern Trust Corp | 532,302 | $177.1M | 0.02% | +9,607+1.8% | Added |
| Clarkston Capital Partners, LLC | 498,633 | $165.9M | 3.57% | −100,149−16.7% | Reduced |
| Epoch Investment Partners, Inc. | 482,698 | $160.6M | 0.88% | −96,922−16.7% | Reduced |
| Bank of New York Mellon Corp | 452,474 | $150.5M | 0.03% | −32,988−6.8% | Reduced |
| First Pacific Advisors, LP | 443,503 | $147.5M | 2.04% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 437,905 | $145.7M | 7.39% | −7,220−1.6% | Reduced |
| American Century Companies Inc | 427,634 | $142.3M | 0.07% | −169,437−28.4% | Reduced |
| Charles Schwab Investment Management Inc | 405,152 | $134.8M | 0.02% | +17,023+4.4% | Added |
| Envestnet Asset Management Inc | 397,355 | $132.2M | 0.04% | −15,323−3.7% | Reduced |
| Citadel Advisors LLC | 384,351 | $127.9M | 0.10% | +384,351 | New |
| Railway Pension Investments Ltd | 363,400 | $120.9M | 1.64% | +266,900+276.6% | Added |
| Azora Capital LP | 353,356 | $117.6M | 5.45% | −118,996−25.2% | Reduced |
| Junto Capital Management LP | 351,210 | $116.8M | 2.45% | +118,364+50.8% | Added |
| UBS Group AG | 336,128 | $111.8M | 0.02% | +105,032+45.4% | Added |
| Legal & General Group Plc | 335,369 | $111.6M | 0.03% | +6,807+2.1% | Added |
| Macquarie Group Ltd | 333,624 | $111.0M | 0.13% | −9,118−2.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 310,932 | $103.4M | 0.19% | −3,753−1.2% | Reduced |
| Holocene Advisors, LP | 298,873 | $99.4M | 0.23% | +30,425+11.3% | Added |
| Royal Bank of Canada | 292,952 | $97.5M | 0.02% | +83,270+39.7% | Added |
| Goldman Sachs Group Inc | 285,606 | $95.0M | 0.01% | +52,147+22.3% | Added |
| Price T Rowe Associates Inc | 271,013 | $90.2M | 0.01% | −23,496−8.0% | Reduced |
| Gilder Gagnon Howe & Co LLC | 265,966 | $88.5M | 0.90% | −4,561−1.7% | Reduced |
| Buckingham Strategic Partners | 198,980 | $74.7M | 0.85% | +87,011+77.7% | Added |
| Fort Washington Investment Advisors Inc | 223,144 | $74.2M | 0.40% | +153,897+222.2% | Added |
| Truist Financial Corp | 209,647 | $69.7M | 0.09% | +1,385+0.7% | Added |
| Bridgewater Associates, LP | 208,744 | $69.4M | 0.27% | +16,089+8.4% | Added |
| Bamco Inc | 207,897 | $69.2M | 0.18% | −14,582−6.6% | Reduced |
| Jane Street Group, LLC | 197,769 | $65.8M | 0.08% | +194,046+5,212.1% | Added |
| Brown Brothers Harriman & Co | 190,358 | $63.3M | 0.39% | +5,616+3.0% | Added |
| Westwood Holdings Group Inc. | 190,089 | $63.2M | 0.45% | +190,089 | New |
| Nuveen, LLC | 188,925 | $62.9M | 0.02% | +825+0.4% | Added |
| Coronation Fund Managers Ltd. | 187,973 | $62.5M | 3.26% | +36,950+24.5% | Added |
| Stifel Financial Corp | 186,828 | $62.2M | 0.06% | −11,311−5.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 183,674 | $61.1M | 0.04% | +985+0.5% | Added |
| Deutsche Bank AG | 173,208 | $57.6M | 0.02% | +11,308+7.0% | Added |
| Franklin Resources Inc | 168,787 | $56.2M | 0.01% | +5,470+3.3% | Added |
| Employees Retirement System of Texas | 161,500 | $53.7M | 0.43% | −1,500−0.9% | Reduced |
| Man Group plc | 161,152 | $53.6M | 0.10% | −36,935−18.6% | Reduced |
| Wellington Management Group LLP | 160,204 | $53.3M | 0.01% | −169,412−51.4% | Reduced |
| California Public Employees Retirement System | 159,515 | $53.1M | 0.03% | +13,887+9.5% | Added |
| Allspring Global Investments Holdings, LLC | 162,386 | $51.5M | 0.08% | −29,341−15.3% | Reduced |
| Comerica Bank | 145,218 | $48.3M | 0.18% | −3,957−2.7% | Reduced |
| Citigroup Inc | 142,785 | $47.5M | 0.03% | +91,301+177.3% | Added |
| First Trust Advisors LP | 141,729 | $47.2M | 0.04% | −14,918−9.5% | Reduced |
| Danske Bank A/S | 131,432 | $43.7M | 0.11% | +28,863+28.1% | Added |
| LPL Financial LLC | 128,898 | $42.9M | 0.01% | +2,463+1.9% | Added |
| SEI Investments Co | 123,735 | $41.2M | 0.04% | −295,555−70.5% | Reduced |
| Marshall Wace, LLP | 120,732 | $40.2M | 0.04% | +100,217+488.5% | Added |
| California State Teachers Retirement System | 119,650 | $39.8M | 0.04% | +1,804+1.5% | Added |
| Amundi | 126,600 | $39.5M | 0.01% | +12,597+11.0% | Added |
| Victory Capital Management Inc | 118,157 | $39.3M | 0.02% | +88,302+295.8% | Added |
| National Pension Service | 116,987 | $38.9M | 0.03% | +2,186+1.9% | Added |
| Southpoint Capital Advisors LP | 115,000 | $38.3M | 1.00% | −250,000−68.5% | Reduced |
| Ensign Peak Advisors, Inc | 114,278 | $38.0M | 0.06% | +13,696+13.6% | Added |
| Ameriprise Financial Inc | 112,632 | $37.5M | 0.01% | −156,966−58.2% | Reduced |
| Family Wealth Partners, LLC | 105,644 | $35.1M | 13.17% | −6,258−5.6% | Reduced |
| Rhumbline Advisers | 103,497 | $34.4M | 0.03% | −2,301−2.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 101,421 | $33.7M | 0.02% | +3,283+3.3% | Added |
| HSBC Holdings PLC | 100,066 | $33.1M | 0.02% | +55,598+125.0% | Added |
| Hudson Bay Capital Management LP | 99,118 | $33.0M | 0.20% | +7,042+7.6% | Added |
| Standard Life Aberdeen plc | 92,694 | $30.8M | 0.05% | −9,470−9.3% | Reduced |
| Solel Partners LP | 87,000 | $28.9M | 5.57% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 85,486 | $28.4M | 0.04% | +33,306+63.8% | Added |
| Renaissance Technologies LLC | 82,600 | $27.5M | 0.04% | −27,200−24.8% | Reduced |
| Swedbank AB | 80,487 | $26.8M | 0.03% | +58,000+257.9% | Added |