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 |
|---|---|---|---|---|---|
| One Day In July LLC | 702 | $233.5K | 0.02% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 702 | $234.0K | 0.03% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 706 | $234.9K | 0.01% | −12−1.7% | Reduced |
| Institute for Wealth Management, LLC. | 714 | $237.5K | 0.02% | 00.0% | Unchanged |
| Fundamentun, LLC | 715 | $237.9K | 0.01% | +29+4.2% | Added |
| Summit Financial, LLC | 717 | $238.5K | 0.00% | +29+4.2% | Added |
| Advisory Services Network, LLC | 719 | $239.2K | 0.00% | +159+28.4% | Added |
| PUREfi Wealth, LLC | 732 | $243.5K | 0.19% | +33+4.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 735 | $244.5K | 0.01% | −4,689−86.4% | Reduced |
| Marks Group Wealth Management, Inc | 737 | $245.2K | 0.02% | +86+13.2% | Added |
| Waddell & Associates, LLC | 746 | $248.2K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 747 | $248.5K | 0.02% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 754 | $250.8K | 0.02% | +754 | New |
| Systematic Alpha Investments, LLC | 760 | $252.8K | 0.01% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 775 | $257.8K | 0.09% | +775 | New |
| Archer Investment Corp | 779 | $259.0K | 0.06% | 00.0% | Unchanged |
| World Equity Group, Inc. | 780 | $259.3K | 0.06% | −772−49.7% | Reduced |
| Tranquility Partners, LLC | 781 | $259.8K | 0.09% | +60+8.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 781 | $259.8K | 0.02% | +781 | New |
| Founders Financial Alliance, LLC | 783 | $260.5K | 0.05% | +783 | New |
| Cigna Investments Inc | 786 | $261.0K | 0.04% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 802 | $266.9K | 0.02% | −2−0.2% | Reduced |
| Net Worth Advisory Group | 805 | $267.8K | 0.08% | −28−3.4% | Reduced |
| Integrated Wealth Concepts LLC | 806 | $268.3K | 0.00% | −2,052−71.8% | Reduced |
| ZWJ Investment Counsel Inc | 808 | $268.8K | 0.01% | +10+1.3% | Added |
| Ground Swell Capital, LLC | 809 | $269.1K | 0.59% | +809 | New |
| IFG Advisory, LLC | 810 | $269.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 821 | $273.1K | 0.00% | +275+50.4% | Added |
| Perfromance Wealth Partners, LLC | 839 | $279.1K | 0.01% | +839 | New |
| Dorsey & Whitney Trust CO LLC | 843 | $280.5K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 843 | $280.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 844 | $280.6K | 0.02% | +1+0.1% | Added |
| Spirepoint Private Client, LLC | 851 | $283.1K | 0.03% | +851 | New |
| RMB Capital Management, LLC | 857 | $285.1K | 0.01% | −1−0.1% | Reduced |
| Moran Wealth Management, LLC | 862 | $286.8K | 0.01% | −1,786−67.4% | Reduced |
| TSFG, LLC | 865 | $288.0K | 0.05% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 885 | $294.5K | 0.01% | −97−9.9% | Reduced |
| Two Sigma Advisers, LP | 900 | $299.4K | 0.00% | +900 | New |
| Metis Global Partners, LLC | 901 | $299.8K | 0.01% | −58−6.0% | Reduced |
| IFP Advisors, Inc | 904 | $300.8K | 0.01% | +185+25.7% | Added |
| Baker Tilly Wealth Management, LLC | 915 | $304.4K | 0.07% | +185+25.3% | Added |
| Mather Group, LLC. | 916 | $304.7K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 932 | $310.1K | 0.04% | −14−1.5% | Reduced |
| Camden National Bank | 936 | $311.4K | 0.04% | −31−3.2% | Reduced |
| One Wealth Advisors, LLC | 936 | $311.4K | 0.04% | −3−0.3% | Reduced |
| Norden Group LLC | 953 | $317.1K | 0.03% | +386+68.1% | Added |
| Fidelis Capital Partners, LLC | 970 | $322.7K | 0.03% | +73+8.1% | Added |
| Perigon Wealth Management, LLC | 976 | $324.7K | 0.01% | −3−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 997 | $331.7K | 0.01% | −236−19.1% | Reduced |
| De Burlo Group Inc | 1,000 | $332.7K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,000 | $333.0K | 0.16% | +1,000 | New |
| Forum Financial Management, LP | 1,019 | $339.0K | 0.00% | +3+0.3% | Added |
| Ballentine Partners, LLC | 1,049 | $349.0K | 0.00% | +11+1.1% | Added |
| Insigneo Advisory Services, LLC | 1,054 | $350.5K | 0.02% | −177−14.4% | Reduced |
| Sciencast Management LP | 1,055 | $351.0K | 0.07% | +1,055 | New |
| Impact Investors, Inc | 1,071 | $356.3K | 0.23% | −132−11.0% | Reduced |
| Baader Bank INC | 1,076 | $358.0K | 0.03% | −68−5.9% | Reduced |
| Ci Investments Inc. | 1,078 | $359.0K | 0.00% | −29−2.6% | Reduced |
| denkapparat Operations GmbH | 1,118 | $371.9K | 0.24% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,120 | $372.6K | 0.02% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 1,000 | $377.3K | 0.17% | −1,000−50.0% | Reduced |
| Venturi Wealth Management, LLC | 1,146 | $381.3K | 0.02% | −547−32.3% | Reduced |
| Jones Financial Companies LLLP | 1,123 | $382.3K | 0.00% | +369+48.9% | Added |
| Panagora Asset Management Inc | 1,150 | $382.6K | 0.00% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,157 | $384.9K | 0.13% | +75+6.9% | Added |
| Jump Financial, LLC | 1,174 | $390.6K | 0.00% | −2,126−64.4% | Reduced |
| Old National Bancorp | 1,179 | $392.2K | 0.01% | −477−28.8% | Reduced |
| SFG Wealth Management, LLC. | 1,186 | $394.6K | 0.17% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,189 | $395.6K | 0.03% | +88+8.0% | Added |
| Wetherby Asset Management Inc | 1,190 | $395.9K | 0.02% | +53+4.7% | Added |
| Moody Lynn & Lieberson, LLC | 1,200 | $399.2K | 0.02% | −7−0.6% | Reduced |
| RiverGlades Family Offices LLC | 1,200 | $399.2K | 0.24% | +100+9.1% | Added |
| Pensionmark Financial Group, LLC | 1,210 | $402.6K | 0.01% | −190−13.6% | Reduced |
| RMR Wealth Builders | 1,214 | $403.9K | 0.03% | +1,214 | New |
| Apollon Wealth Management, LLC | 1,225 | $407.5K | 0.01% | −433−26.1% | Reduced |
| Brighton Jones LLC | 1,230 | $409.2K | 0.01% | +31+2.6% | Added |
| Aquatic Capital Management LLC | 1,255 | $417.5K | 0.01% | +1,255 | New |
| Cynosure Management, LLC | 1,257 | $418.2K | 0.05% | 00.0% | Unchanged |
| AXA Investment Managers S.A. | 1,261 | $419.5K | 0.00% | +1,261 | New |
| Voleon Capital Management LP | 1,315 | $437.5K | 0.01% | +607+85.7% | Added |
| Sagespring Wealth Partners, LLC | 1,330 | $442.4K | 0.01% | −84−5.9% | Reduced |
| Axxcess Wealth Management, LLC | 1,343 | $446.7K | 0.01% | −807−37.5% | Reduced |
| Bridges Investment Management Inc | 1,344 | $447.1K | 0.01% | +149+12.5% | Added |
| Gilbert & Cook, Inc. | 1,356 | $451.1K | 0.06% | +262+23.9% | Added |
| Optimize Financial Inc | 1,356 | $451.1K | 0.23% | +1,356 | New |
| Philip James Wealth Mangement, LLC | 1,365 | $454.3K | 0.05% | +597+77.7% | Added |
| Legacy Financial Group LLC | 1,381 | $459.5K | 0.06% | 00.0% | Unchanged |
| Spahn Wealth & Retirement LLC | 1,386 | $461.1K | 0.27% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,398 | $465.0K | 0.01% | −43−3.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,400 | $465.8K | 0.05% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,400 | $465.8K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 1,437 | $478.1K | 0.00% | +185+14.8% | Added |
| Advisor OS, LLC | 1,439 | $478.9K | 0.04% | −257−15.2% | Reduced |
| Thrive Wealth Management, LLC | 1,452 | $483.1K | 0.07% | −8−0.5% | Reduced |
| Foresight Global Investors, Inc. | 1,459 | $485.4K | 0.29% | +1,459 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,473 | $490.1K | 0.00% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 1,482 | $493.0K | 0.08% | +1,482 | New |
| Pettee Investors, Inc. | 1,490 | $495.7K | 0.27% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,497 | $498.0K | 0.00% | +915+157.2% | Added |
| Coldstream Capital Management Inc | 1,498 | $498.4K | 0.01% | −199−11.7% | Reduced |