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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.

Q3 2025 vs. Q2 2025

How the institutions holding LPL Financial Holdings Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of LPLA: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders80213759−30
Shares79.5M1.09M78.6M+240.6K (+0.3%)
Value$29.8B$410.1M$26.1B−$3.21B (−10.9%)

13 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (81)

Institutions that held LPL Financial Holdings Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to LPLA in Q3 2025
InstitutionSharesValue% of portfolio
Citadel Advisors LLC384,351$127.9M0.10%
Westwood Holdings Group Inc.190,089$63.2M0.45%
Alyeska Investment Group, L.P.69,477$23.1M0.07%
LTS One Management LP50,000$16.6M5.93%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management13,775$4.58M0.09%
Oak Thistle LLC9,306$3.10M0.47%
Rakuten Investment Management, Inc.14,919$2.77M0.01%
South Dakota Investment Council7,147$2.38M0.05%
Morningstar Investment Management LLC6,583$2.19M0.08%
Credit Agricole S A6,377$2.12M0.01%
K2 Principal Fund, L.P.6,115$2.03M0.21%
Munich Reinsurance Co Stock Corp in Munich5,936$1.97M0.05%
University of Texas/Texas Am Investment Managment Co5,343$1.78M0.26%
Virtus Investment Advisers, Inc.4,756$1.58M0.45%
Cannon Global Investment Management, LLC3,500$1.16M2.94%
Rockefeller Capital Management L.P.3,165$1.05M0.00%
Bank of Nova Scotia3,104$1.03M0.00%
XTX Topco Ltd3,047$1.01M0.05%
Allstate Corp2,958$984.1K0.02%
CIBC Bancorp USA Inc.2,868$954.2K0.01%
CAPROCK Group, Inc.2,373$864.9K0.02%
Polymer Capital Management (US) LLC2,358$784.5K0.10%
Presidio Capital Management, LLC2,286$760.5K0.27%
Concorde Asset Management, LLC2,280$711.6K0.30%
Headlands Technologies LLC2,000$665.4K0.05%
Retirement Planning Group1,820$605.5K0.02%
Boothbay Fund Management, LLC1,735$577.2K0.01%
Compton Financial Group, LLC1,731$575.9K0.14%
Strategic Financial Concepts, LLC1,731$575.9K0.08%
Quantitative Investment Management, LLC1,523$506.0K0.07%
Severin Investments, LLC1,510$502.4K0.45%
Requisite Capital Management, LLC1,482$493.0K0.08%
Foresight Global Investors, Inc.1,459$485.4K0.29%
Optimize Financial Inc1,356$451.1K0.23%
AXA Investment Managers S.A.1,261$419.5K0.00%
Aquatic Capital Management LLC1,255$417.5K0.01%
RMR Wealth Builders1,214$403.9K0.03%
Sciencast Management LP1,055$351.0K0.07%
Mitsubishi UFJ Asset Management (UK) Ltd.1,000$333.0K0.16%
Two Sigma Advisers, LP900$299.4K0.00%
Spirepoint Private Client, LLC851$283.1K0.03%
Perfromance Wealth Partners, LLC839$279.1K0.01%
Ground Swell Capital, LLC809$269.1K0.59%
Founders Financial Alliance, LLC783$260.5K0.05%
Texas Capital Bank Wealth Management Services Inc781$259.8K0.02%
Malaga Cove Capital, LLC775$257.8K0.09%
Frank, Rimerman Advisors LLC754$250.8K0.02%
Krilogy Financial LLC595$222.9K0.01%
Mattson Financial Services, LLC658$218.9K0.05%
Quarry LP655$217.9K0.05%
Calamos Wealth Management LLC628$208.9K0.01%
Seven Mile Advisory616$204.8K0.03%
Keystone Financial Group407$135.4K0.01%
First Horizon Corp192$63.9K0.00%
Loomis Sayles & Co L P183$60.9K0.00%
TruNorth Capital Management, LLC163$54.2K0.01%
Westside Investment Management, Inc.100$33.5K0.01%
Chung Wu Investment Group, LLC80$26.6K0.02%
Salomon & Ludwin, LLC74$23.3K0.00%
Grey Fox Wealth Advisors, LLC57$19.0K0.00%
Simplex Trading, LLC50$16.0K0.00%
Johnson Financial Group, Inc.44$14.6K0.00%
Kerr Financial Planning Corp40$14.6K0.02%
Heartwood Wealth Advisors LLC31$10.3K0.00%
Strive Asset Management, LLC27$8.98K0.00%
Chilton Capital Management LLC26$8.65K0.00%
T. Rowe Price Investment Management, Inc.19$7.00K0.00%
JPL Wealth Management, LLC19$6.32K0.00%
Vermillion & White Wealth Management Group, LLC19$6.32K0.00%
Palisade Asset Management, LLC18$5.99K0.00%
UMA Financial Services, Inc.16$5.32K0.00%
Colonial Trust Advisors15$4.99K0.00%
Steigerwald, Gordon & Koch Inc.12$3.99K0.00%
Cloud Capital Management, LLC12$3.00K0.00%
Quest 10 Wealth Builders, Inc.8$2.66K0.00%
Marquette Asset Management, LLC7$2.33K0.00%
Beaird Harris Wealth Management, LLC5$1.66K0.00%
Aspect Partners, LLC5$1.66K0.00%
Seneschal Advisors, LLC2$6660.00%
Winnow Wealth LLC2$6660.00%
Davis Capital Management1$3330.00%

Sold out (111)

Institutions that held LPL Financial Holdings Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Showing the largest 100 of 111 by value.

Institutions that sold out of LPLA in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Winslow Capital Management, LLC1,183,069$443.6M
Egerton Capital (UK) LLP832,516$312.2M
Palestra Capital Management LLC379,934$142.5M
Artisan Partners Limited Partnership367,426$137.8M
Twinbeech Capital LP133,319$50.0M
Moore Capital Management, LP100,512$37.7M
Maverick Capital LtdSuperinvestorMaverick Capital99,507$37.3M
Zurich Insurance Group Ltd99,455$37.3M
Shellback Capital, LP76,501$28.7M
Freestone Grove Partners LP53,517$20.1M
Qube Research & Technologies Ltd42,763$16.0M
Eisler Capital Management Ltd.41,385$15.5M
Kames Capital plc41,058$15.4M
Adage Capital Partners GP, L.L.C.32,000$12.0M
Thames Capital Management LLC28,954$10.9M
Channing Capital Management, LLC23,552$8.83M
Castleark Management LLC22,550$8.46M
Schonfeld Strategic Advisors LLC22,153$8.31M
Voloridge Investment Management, LLC16,446$6.17M
BNP PARIBAS ASSET MANAGEMENT Holding S.A.16,202$6.08M
ExodusPoint Capital Management, LP14,690$5.51M
Diversified Trust Co8,132$3.05M
Aware Super Pty Ltd as trustee of Aware Super7,232$2.71M
AE Wealth Management LLC7,211$2.70M
Generali Asset Management SPA SGR5,955$2.23M
Northwest & Ethical Investments L.P.5,460$1.99M
Dynamic Technology Lab Private Ltd4,766$1.79M
Winton Group Ltd4,428$1.66M
Magnetar Financial LLC4,421$1.66M
Sheets Smith Investment Management4,330$1.62M
Castle Hook Partners LP4,046$1.52M
Machina Capital S.A.S.2,999$1.12M
Bayesian Capital Management, LP2,900$1.09M
Gsa Capital Partners LLP2,838$1.06M
Friedenthal Financial2,674$1.00M
PEAK6 LLC2,595$973.2K
Versor Investments LP2,576$965.9K
Maltese Capital Management LLC2,500$937.4K
Retireful, LLC2,334$875.2K
Encompass More Asset Management2,279$854.6K
Oxford Asset Management LLP2,196$823.4K
Sheets Smith Wealth Management1,820$682.4K
Dark Forest Capital Management LP1,793$672.3K
SummitTX Capital, L.P.1,606$602.2K
Capula Management Ltd1,600$600.0K
Okabena Investment Services Inc1,533$574.8K
Yarbrough Capital, LLC1,481$555.3K
Globeflex Capital L P1,420$532.5K
Scientech Research LLC1,413$529.8K
J.Safra Asset Management Corp1,408$528.0K
R Squared Ltd1,237$463.8K
Blueshift Asset Management, LLC1,202$450.7K
AXA S.A.1,178$441.7K
Readystate Asset Management LP1,149$430.8K
Counterpoint Mutual Funds LLC1,111$416.6K
Bullseye Asset Management LLC1,108$415.0K
Erste Asset Management GmbH1,000$365.0K
McMahon Financial Advisors, LLC969$363.3K
V-Square Quantitative Management LLC968$363.0K
Dakota Wealth Management937$351.3K
Petrus Trust Company, LTA902$338.2K
Board of the Pension Protection Fund900$337.5K
Hutchens & Kramer Investment Management Group, LLC835$311.5K
CTC Alternative Strategies, Ltd.800$300.0K
USA Financial Portformulas Corp716$268.5K
OneAscent Financial Services LLC696$260.0K
Financial Advocates Investment Management672$251.8K
Stevens Capital Management LP660$247.0K
Kestra Private Wealth Services, LLC627$235.1K
RIA Advisory Group LLC626$234.6K
Syon Capital LLC625$234.4K
Eagle Bay Advisors LLC622$233.2K
Abn Amro Investment Solutions597$223.9K
Everett Harris & Co591$221.6K
Left Brain Wealth Management, LLC591$221.6K
Kingsview Wealth Management, LLC583$218.6K
Security Financial Services, INC.581$217.9K
WealthPLAN Partners, LLC578$216.6K
Dai-Ichi Life Insurance Company, Ltd573$214.9K
Cercano Management LLC570$213.7K
Flagship Harbor Advisors, LLC570$213.7K
O'Brien Wealth Partners LLC566$212.2K
CFO4Life Group, LLC565$211.9K
Wesbanco Bank Inc560$210.0K
Fifth Third Wealth Advisors LLC555$208.1K
Great Diamond Partners, LLC546$204.7K
Warren Averett Asset Management, LLC543$203.6K
Ironwood Investment Counsel, LLC535$200.6K
Traub Capital Management LLC501$188.0K
Whipplewood Advisors, LLC495$185.6K
Skopos Labs, Inc.226$84.7K
Washington Trust Advisors, Inc.199$74.8K
Bellwether Advisors, LLC74$27.7K
Park Place Capital Corp42$15.7K
Riggs Asset Managment Co. Inc.23$8.63K
Compass Planning Associates Inc21$7.91K
Cape Investment Advisory, Inc.13$4.88K
Total Investment Management Inc12$4.50K
Essential Partners LLC12$4.50K
Sierra Ocean, LLC10$3.75K

Not filed for Q3 2025 yet (13)

Institutions that held LPL Financial Holdings Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LPLA in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank1,072,919$402.3M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH6,447$2.42M
CIBC World Markets Corp3,330$1.25M
Avantax Advisory Services, Inc.3,048$1.14M
Scott Marsh Financial, LLC1,882$705.7K
Good Life Advisors, LLC1,370$513.8K
Summit Investment Advisors, Inc.1,147$424.4K
Congress Wealth Management LLC1,121$420.4K
EP Wealth Advisors, LLC935$350.6K
Tyler-Stone Wealth Management918$344.1K
First Horizon Advisors, Inc.531$199.1K
Talon Private Wealth, LLC4$1.50K
Parkworth Wealth Management, Inc.4$1.50K