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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 67 | $22.3K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 72 | $23.0K | 0.00% | +4+5.9% | Added |
| Osterweis Capital Management Inc | 70 | $23.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 74 | $23.3K | 0.00% | +74 | New |
| Binnacle Investments Inc | 76 | $25.3K | 0.01% | −1−1.3% | Reduced |
| Massmutual Trust Co FSB | 79 | $26.3K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 80 | $26.6K | 0.02% | +80 | New |
| Bank of Jackson Hole Trust | 81 | $26.9K | 0.01% | +22+37.3% | Added |
| SJS Investment Consulting Inc. | 81 | $26.9K | 0.00% | +73+912.5% | Added |
| IAG Wealth Partners, LLC | 84 | $27.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 86 | $28.6K | 0.00% | +36+72.0% | Added |
| Private Trust Co NA | 87 | $28.9K | 0.00% | −17−16.3% | Reduced |
| Millstone Evans Group, LLC | 88 | $29.3K | 0.02% | +24+37.5% | Added |
| Alpine Bank Wealth Management | 90 | $29.9K | 0.00% | +8+9.8% | Added |
| Maseco LLP | 91 | $30.4K | 0.00% | 00.0% | Unchanged |
| Ossiam | 95 | $31.6K | 0.00% | −168−63.9% | Reduced |
| Itau Unibanco Holding S.A. | 97 | $32.3K | 0.00% | −4−4.0% | Reduced |
| Boreal Capital Management LLC | 100 | $33.3K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $33.5K | 0.01% | +100 | New |
| TCTC Holdings, LLC | 104 | $34.6K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 100 | $35.7K | 0.02% | −40−28.6% | Reduced |
| Neo Ivy Capital Management | 108 | $35.9K | 0.01% | −300−73.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $39.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 135 | $44.9K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 138 | $45.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 147 | $48.9K | 0.01% | −97−39.8% | Reduced |
| Parkside Financial Bank & Trust | 147 | $48.9K | 0.00% | +7+5.0% | Added |
| Cullen/Frost Bankers, Inc. | 148 | $49.3K | 0.00% | −153−50.8% | Reduced |
| Smithfield Trust Co | 154 | $51.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 160 | $53.2K | 0.00% | −15−8.6% | Reduced |
| TruNorth Capital Management, LLC | 163 | $54.2K | 0.01% | +163 | New |
| TD Waterhouse Canada Inc. | 187 | $59.3K | 0.00% | −6−3.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 181 | $60.2K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 183 | $60.9K | 0.00% | +183 | New |
| Capital Analysts, LLC | 182 | $61.0K | 0.00% | +40+28.2% | Added |
| Harbor Asset Planning, Inc. | 187 | $62.3K | 0.06% | 00.0% | Unchanged |
| First Horizon Corp | 192 | $63.9K | 0.00% | +192 | New |
| Cetera Trust Company, N.A | 200 | $66.5K | 0.04% | −1,010−83.5% | Reduced |
| Leonteq Securities AG | 204 | $67.9K | 0.00% | −12−5.6% | Reduced |
| State of Wyoming | 226 | $75.2K | 0.01% | −1,037−82.1% | Reduced |
| Bryn Mawr Trust Co | 235 | $78.2K | 0.00% | −2,183−90.3% | Reduced |
| Quantbot Technologies LP | 242 | $80.5K | 0.00% | −2,999−92.5% | Reduced |
| Compass Financial Services Inc | 246 | $81.7K | 0.04% | +1+0.4% | Added |
| Fifth Third Bancorp | 264 | $87.8K | 0.00% | −164−38.3% | Reduced |
| Ameliora Wealth Management Ltd. | 265 | $88.2K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 270 | $89.8K | 0.00% | −1,105−80.4% | Reduced |
| Graney & King, LLC | 285 | $94.9K | 0.07% | +146+105.0% | Added |
| NBT Bank N A | 333 | $98.5K | 0.01% | +37+12.5% | Added |
| Smallwood Wealth Investment Management, LLC | 312 | $103.8K | 0.05% | −4−1.3% | Reduced |
| Arlington Trust Co LLC | 315 | $104.8K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 319 | $106.1K | 0.05% | +108+51.2% | Added |
| Covestor Ltd | 343 | $114.0K | 0.06% | +80+30.4% | Added |
| Smartleaf Asset Management LLC | 346 | $117.8K | 0.01% | +204+143.7% | Added |
| Central Trust Co | 358 | $119.1K | 0.00% | +1+0.3% | Added |
| Gables Capital Management Inc. | 400 | $133.1K | 0.06% | 00.0% | Unchanged |
| Keystone Financial Group | 407 | $135.4K | 0.01% | +407 | New |
| Penserra Capital Management LLC | 436 | $145.0K | 0.00% | +5+1.2% | Added |
| LRI Investments, LLC | 449 | $149.5K | 0.01% | −149−24.9% | Reduced |
| Wealthspire Advisors, LLC | 477 | $158.7K | 0.00% | −308−39.2% | Reduced |
| WPG Advisers, LLC | 483 | $160.7K | 0.12% | −3−0.6% | Reduced |
| Elgethun Capital Management | 493 | $161.2K | 0.03% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 500 | $166.3K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 510 | $169.9K | 0.01% | −1,278−71.5% | Reduced |
| Farther Finance Advisors, LLC | 523 | $174.0K | 0.00% | +153+41.4% | Added |
| FIL Ltd | 552 | $183.6K | 0.00% | +2+0.4% | Added |
| Colonial Trust Co | 576 | $191.6K | 0.03% | +1+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $199.5K | 0.01% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 605 | $201.3K | 0.02% | +12+2.0% | Added |
| Rehmann Capital Advisory Group | 614 | $204.4K | 0.01% | +16+2.7% | Added |
| Personal Cfo Solutions, LLC | 616 | $204.8K | 0.04% | +23+3.9% | Added |
| Seven Mile Advisory | 616 | $204.8K | 0.03% | +616 | New |
| Meadow Creek Wealth Advisors LLC | 620 | $206.7K | 0.14% | −5−0.8% | Reduced |
| Peapack Gladstone Financial Corp | 624 | $208.0K | 0.00% | +60+10.6% | Added |
| GAMMA Investing LLC | 627 | $208.6K | 0.01% | +6+1.0% | Added |
| GeoWealth Management, LLC | 627 | $208.6K | 0.01% | −28−4.3% | Reduced |
| Calamos Wealth Management LLC | 628 | $208.9K | 0.01% | +628 | New |
| Quantum Financial Advisors, LLC | 636 | $211.6K | 0.03% | 00.0% | Unchanged |
| WP Advisors, LLC | 642 | $213.7K | 0.05% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 643 | $213.9K | 0.01% | +48+8.1% | Added |
| WealthCare Investment Partners, LLC | 678 | $215.0K | 0.07% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 655 | $217.9K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 655 | $217.9K | 0.05% | +655 | New |
| National Asset Management, Inc. | 654 | $218.2K | 0.01% | −270−29.2% | Reduced |
| Mattson Financial Services, LLC | 658 | $218.9K | 0.05% | +658 | New |
| Drive Wealth Management, LLC | 665 | $221.2K | 0.05% | +15+2.3% | Added |
| United Community Bank | 665 | $221.2K | 0.07% | +95+16.7% | Added |
| Birch Financial Group, LLC | 667 | $221.8K | 0.13% | +4+0.6% | Added |
| Quest Partners LLC | 667 | $221.9K | 0.01% | −1−0.1% | Reduced |
| Genesis Private Wealth, LLC | 667 | $221.9K | 0.09% | 00.0% | Unchanged |
| Ellevest, Inc. | 667 | $222.0K | 0.03% | −239−26.4% | Reduced |
| Krilogy Financial LLC | 595 | $222.9K | 0.01% | +595 | New |
| Crossmark Global Holdings, Inc. | 670 | $222.9K | 0.00% | +4+0.6% | Added |
| WSFS Capital Management, LLC | 675 | $224.6K | 0.01% | −169−20.0% | Reduced |
| Jacobi Capital Management LLC | 677 | $225.2K | 0.01% | +13+2.0% | Added |
| Boston Trust Walden Corp | 680 | $226.2K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 682 | $226.9K | 0.02% | +13+1.9% | Added |
| Global Retirement Partners, LLC | 684 | $227.4K | 0.01% | −86−11.2% | Reduced |
| Natural Investments, LLC | 694 | $230.0K | 0.06% | −1−0.1% | Reduced |
| Ieq Capital, LLC | 696 | $231.4K | 0.00% | −50−6.7% | Reduced |
| Koshinski Asset Management, Inc. | 699 | $232.6K | 0.02% | +5+0.7% | Added |