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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.

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.

Institutional holdersQ3 2025: 759 institutions
Q1 2021: 398 institutionsQ2 2021: 419 institutionsQ3 2021: 423 institutionsQ4 2021: 435 institutionsQ1 2022: 481 institutionsQ2 2022: 534 institutionsQ3 2022: 583 institutionsQ4 2022: 632 institutionsQ1 2023: 615 institutionsQ2 2023: 590 institutionsQ3 2023: 601 institutionsQ4 2023: 621 institutionsQ1 2024: 650 institutionsQ2 2024: 677 institutionsQ3 2024: 646 institutionsQ4 2024: 725 institutionsQ1 2025: 788 institutionsQ2 2025: 802 institutionsQ3 2025: 759 institutionsQ4 2025: 826 institutionsQ1 2026: 769 institutionsQ2 2026: 768 institutions
Value heldQ3 2025: $26.1B
Q1 2021: $11.0BQ2 2021: $10.3BQ3 2021: $12.1BQ4 2021: $12.3BQ1 2022: $14.3BQ2 2022: $15.1BQ3 2022: $17.2BQ4 2022: $16.5BQ1 2023: $15.1BQ2 2023: $15.6BQ3 2023: $17.1BQ4 2023: $16.2BQ1 2024: $19.2BQ2 2024: $20.1BQ3 2024: $16.8BQ4 2024: $23.3BQ1 2025: $25.5BQ2 2025: $29.8BQ3 2025: $26.1BQ4 2025: $29.0BQ1 2026: $24.8BQ2 2026: $23.3B
Institutions holding LPLA and their total value by quarter
QuarterHoldersValue
Q2 2026768$23.3B
Q1 2026769$24.8B
Q4 2025826$29.0B
Q3 2025759$26.1B
Q2 2025802$29.8B
Q1 2025788$25.5B
Q4 2024725$23.3B
Q3 2024646$16.8B
Q2 2024677$20.1B
Q1 2024650$19.2B
Q4 2023621$16.2B
Q3 2023601$17.1B
Q2 2023590$15.6B
Q1 2023615$15.1B
Q4 2022632$16.5B
Q3 2022583$17.2B
Q2 2022534$15.1B
Q1 2022481$14.3B
Q4 2021435$12.3B
Q3 2021423$12.1B
Q2 2021419$10.3B
Q1 2021398$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.

Institutions holding LPLA in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Roble, Belko & Company, Inc1$00.00%00.0%Unchanged
Harvest Fund Management Co., Ltd1$00.00%00.0%Unchanged
Dogwood Wealth Management LLC1$3330.00%00.0%Unchanged
IMA Wealth, Inc.1$3330.00%00.0%Unchanged
Davis Capital Management1$3330.00%+1New
Pacer Advisors, Inc.2$6650.00%00.0%Unchanged
Rakuten Securities, Inc.2$6650.00%+1+100.0%Added
Clearstead Advisors, LLC2$6660.00%−102−98.1%Reduced
Quaker Wealth Management, LLC2$6660.00%00.0%Unchanged
Seneschal Advisors, LLC2$6660.00%+2New
Winnow Wealth LLC2$6660.00%+2New
Hughes Financial Services, LLC2$7510.00%00.0%Unchanged
Alerus Financial NA3$9980.00%−7−70.0%Reduced
Principia Wealth Advisory, LLC3$9980.00%00.0%Unchanged
Avion Wealth6$1.00K0.00%−5−45.5%Reduced
Hantz Financial Services, Inc.4$1.00K0.00%+2+100.0%Added
Capital Advisors, Ltd. LLC3$1.00K0.00%00.0%Unchanged
HFM Investment Advisors, LLC4$1.33K0.00%−1−20.0%Reduced
Bruce G. Allen Investments, LLC4$1.33K0.00%00.0%Unchanged
Raffa Wealth Management, LLC4$1.33K0.00%+2+100.0%Added
Tortoise Investment Management, LLC5$1.66K0.00%+1+25.0%Added
Aspect Partners, LLC5$1.66K0.00%+5New
Cherry Tree Wealth Management, LLC5$1.66K0.00%00.0%Unchanged
Rialto Wealth Management, LLC5$1.66K0.00%+2+66.7%Added
Beaird Harris Wealth Management, LLC5$1.66K0.00%+5New
Rothschild Investment LLC6$2.00K0.00%+2+50.0%Added
Bay Harbor Wealth Management, LLC6$2.00K0.00%+2+50.0%Added
Annis Gardner Whiting Capital Advisors, LLC6$2.00K0.00%00.0%Unchanged
Kilter Group LLC6$2.00K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.7$2.23K0.00%00.0%Unchanged
Bellevue Asset Management, LLC7$2.33K0.00%+1+16.7%Added
Marquette Asset Management, LLC7$2.33K0.00%+7New
Ameritas Advisory Services, LLC8$2.66K0.00%−10−55.6%Reduced
Quest 10 Wealth Builders, Inc.8$2.66K0.00%+8New
Armstrong Advisory Group, Inc9$3.00K0.00%00.0%Unchanged
Cloud Capital Management, LLC12$3.00K0.00%+12New
Rosenberg Matthew Hamilton10$3.33K0.00%00.0%Unchanged
Cromwell Holdings LLC10$3.33K0.00%00.0%Unchanged
Manchester Capital Management LLC10$3.33K0.00%+9+900.0%Added
True Wealth Design, LLC11$3.66K0.00%−1−8.3%Reduced
Activest Wealth Management12$3.99K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC12$3.99K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC12$3.99K0.00%+7+140.0%Added
Steigerwald, Gordon & Koch Inc.12$3.99K0.00%+12New
Wealth Preservation Advisors, LLC13$4.33K0.00%00.0%Unchanged
MV Capital Management, Inc.14$4.66K0.00%00.0%Unchanged
MTM Investment Management, LLC14$4.66K0.00%00.0%Unchanged
Colonial Trust Advisors15$4.99K0.00%+15New
Financial Network Wealth Advisors LLC15$5.00K0.01%00.0%Unchanged
Sachetta, LLC16$5.32K0.00%00.0%Unchanged
UMA Financial Services, Inc.16$5.32K0.00%+16New
Group One Trading, L.P.17$5.66K0.00%−47−73.4%Reduced
Palisade Asset Management, LLC18$5.99K0.00%+18New
DiNuzzo Private Wealth, Inc.17$6.20K0.00%00.0%Unchanged
Trust Co of Toledo NA19$6.32K0.00%00.0%Unchanged
CNB Bank19$6.32K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC19$6.32K0.00%+19New
Cranbrook Wealth Management, LLC19$6.32K0.00%00.0%Unchanged
JPL Wealth Management, LLC19$6.32K0.00%+19New
Meeder Asset Management Inc21$6.99K0.00%−3,275−99.4%Reduced
T. Rowe Price Investment Management, Inc.19$7.00K0.00%+19New
Global X Japan Co., Ltd.22$7.32K0.00%−8−26.7%Reduced
First United Bank Trust23$7.65K0.00%+15+187.5%Added
Geneos Wealth Management Inc.24$7.99K0.00%−99−80.5%Reduced
Concord Wealth Partners24$7.99K0.00%00.0%Unchanged
Chilton Capital Management LLC26$8.65K0.00%+26New
Operose Advisors LLC27$8.98K0.00%00.0%Unchanged
Strive Asset Management, LLC27$8.98K0.00%+27New
AdvisorNet Financial, Inc28$9.31K0.00%+1+3.7%Added
GPS Wealth Strategies Group, LLC30$9.98K0.00%00.0%Unchanged
Asset Dedication, LLC30$9.98K0.00%+13+76.5%Added
Center for Financial Planning, Inc.30$10.0K0.00%00.0%Unchanged
Citizens National Bank Trust Department31$10.3K0.00%00.0%Unchanged
Fortitude Family Office, LLC31$10.3K0.00%+9+40.9%Added
Heartwood Wealth Advisors LLC31$10.3K0.00%+31New
Atlantic Trust, LLC31$10.3K0.00%00.0%Unchanged
Cornerstone Planning Group LLC32$10.8K0.00%+5+18.5%Added
High Note Wealth, LLC34$11.3K0.00%00.0%Unchanged
South State Corp.35$11.6K0.00%−1−2.8%Reduced
Montag A & Associates Inc37$12.3K0.00%00.0%Unchanged
Harbour Investments, Inc.39$13.0K0.00%−2,358−98.4%Reduced
Wolff Wiese Magana LLC42$14.0K0.01%00.0%Unchanged
Kerr Financial Planning Corp40$14.6K0.02%+40New
Johnson Financial Group, Inc.44$14.6K0.00%+44New
Raiffeisen Bank International AG43$14.6K0.00%−842−95.1%Reduced
Bayforest Capital Ltd45$15.0K0.01%−45−50.0%Reduced
Fourth Dimension Wealth, LLC47$15.6K0.01%00.0%Unchanged
Bell Investment Advisors, Inc47$15.6K0.00%−14−23.0%Reduced
Plante Moran Financial Advisors, LLC48$16.0K0.00%00.0%Unchanged
Simplex Trading, LLC50$16.0K0.00%+50New
Private Wealth Management Group, LLC49$16.3K0.00%00.0%Unchanged
WealthCollab, LLC50$16.6K0.01%00.0%Unchanged
Tidemark, LLC50$16.6K0.00%−34−40.5%Reduced
Transamerica Financial Advisors, Inc.51$16.9K0.00%+50+5,000.0%Added
N.E.W. Advisory Services LLC54$18.0K0.00%00.0%Unchanged
SBI Securities Co., Ltd.57$19.0K0.00%−23−28.7%Reduced
Grey Fox Wealth Advisors, LLC57$19.0K0.00%+57New
CVA Family Office, LLC61$20.3K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.63$21.0K0.01%00.0%Unchanged
Larson Financial Group LLC65$21.6K0.00%+3+4.8%Added