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 |
|---|---|---|---|---|---|
| Severin Investments, LLC | 1,510 | $502.4K | 0.45% | +1,510 | New |
| Quantitative Investment Management, LLC | 1,523 | $506.0K | 0.07% | +1,523 | New |
| Assetmark, Inc | 1,537 | $511.4K | 0.00% | +72+4.9% | Added |
| MONECO Advisors, LLC | 1,544 | $513.5K | 0.04% | −41−2.6% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,545 | $513.9K | 0.11% | +2+0.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,550 | $515.7K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,633 | $518.2K | 0.02% | +8+0.5% | Added |
| XML Financial, LLC | 1,569 | $522.0K | 0.04% | −427−21.4% | Reduced |
| CWM, LLC | 1,569 | $522.0K | 0.00% | −277−15.0% | Reduced |
| Stephens Inc | 1,570 | $522.3K | 0.01% | −126−7.4% | Reduced |
| Wealth Alliance | 1,570 | $522.4K | 0.05% | −146−8.5% | Reduced |
| Pennsylvania Capital Management Inc | 1,572 | $523.0K | 0.15% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 1,573 | $523.3K | 0.04% | −312−16.6% | Reduced |
| Potentia Wealth | 1,579 | $525.2K | 0.20% | +1+0.1% | Added |
| DGS Capital Management, LLC | 1,581 | $526.0K | 0.10% | +43+2.8% | Added |
| Quadrant Capital Group LLC | 1,640 | $545.6K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,657 | $551.2K | 0.01% | +163+10.9% | Added |
| Magnolia Private Wealth, LLC | 1,657 | $551.3K | 0.40% | −5−0.3% | Reduced |
| Hamilton Capital Partners Inc. | 1,664 | $553.6K | 0.02% | +30+1.8% | Added |
| Sherbrooke Park Advisers LLC | 1,677 | $557.9K | 0.26% | +624+59.3% | Added |
| Prudential PLC | 1,681 | $559.3K | 0.00% | −5,620−77.0% | Reduced |
| Sanchez Wealth Management Group | 1,691 | $562.4K | 0.12% | +2+0.1% | Added |
| Yousif Capital Management, LLC | 1,706 | $567.6K | 0.01% | −97−5.4% | Reduced |
| Farringdon Capital, Ltd. | 1,722 | $572.9K | 0.15% | +811+89.0% | Added |
| Compton Financial Group, LLC | 1,731 | $575.9K | 0.14% | +1,731 | New |
| Strategic Financial Concepts, LLC | 1,731 | $575.9K | 0.08% | +1,731 | New |
| Boothbay Fund Management, LLC | 1,735 | $577.2K | 0.01% | +1,735 | New |
| Emerald Advisers, LLC | 1,746 | $580.9K | 0.02% | −254−12.7% | Reduced |
| Cresset Asset Management, LLC | 1,753 | $583.3K | 0.00% | −37−2.1% | Reduced |
| Gibbs Wealth Management | 1,780 | $592.2K | 0.13% | −372−17.3% | Reduced |
| Jain Global LLC | 1,788 | $594.9K | 0.01% | −3,004−62.7% | Reduced |
| Retirement Planning Group | 1,820 | $605.5K | 0.02% | +1,820 | New |
| Vise Technologies, Inc. | 1,838 | $611.3K | 0.02% | −283−13.3% | Reduced |
| Lido Advisors, LLC | 1,845 | $614.2K | 0.00% | −639−25.7% | Reduced |
| Advisors Asset Management, Inc. | 1,893 | $629.8K | 0.01% | +51+2.8% | Added |
| NBC Securities, Inc. | 1,904 | $633.4K | 0.05% | −176−8.5% | Reduced |
| RSM US Wealth Management LLC | 1,911 | $635.8K | 0.01% | −2,128−52.7% | Reduced |
| Blair William & Co | 1,922 | $639.5K | 0.00% | −8,226−81.1% | Reduced |
| Peak Financial Advisors LLC | 1,924 | $640.1K | 0.31% | +692+56.2% | Added |
| Natixis | 1,933 | $643.1K | 0.00% | +1,089+129.0% | Added |
| Sequoia Financial Advisors, LLC | 1,937 | $644.4K | 0.00% | +265+15.8% | Added |
| Tower Research Capital LLC (TRC) | 1,944 | $646.7K | 0.02% | +1,324+213.5% | Added |
| Sowell Financial Services LLC | 1,977 | $657.7K | 0.03% | −800−28.8% | Reduced |
| Headlands Technologies LLC | 2,000 | $665.4K | 0.05% | +2,000 | New |
| Shell Asset Management Co | 2,006 | $667.0K | 0.07% | −1,097−35.4% | Reduced |
| Spire Wealth Management | 2,006 | $667.5K | 0.02% | +10.0% | Added |
| Snowden Capital Advisors LLC | 2,012 | $669.4K | 0.02% | −128−6.0% | Reduced |
| Everpar Advisors LLC | 2,046 | $680.7K | 0.27% | −155−7.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,069 | $688.4K | 0.05% | −1,286−38.3% | Reduced |
| Gladstone Institutional Advisory LLC | 2,089 | $695.1K | 0.03% | +235+12.7% | Added |
| Stratos Wealth Partners, LTD. | 2,096 | $697.4K | 0.01% | −24−1.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,097 | $697.7K | 0.05% | −54−2.5% | Reduced |
| E. Ohman J:or Asset Management AB | 2,100 | $698.6K | 0.02% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 2,118 | $704.8K | 0.33% | −151−6.7% | Reduced |
| Concorde Asset Management, LLC | 2,280 | $711.6K | 0.30% | +2,280 | New |
| Toroso Investments, LLC | 2,144 | $713.3K | 0.00% | −75−3.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,164 | $720.0K | 0.00% | −3,192−59.6% | Reduced |
| Davenport & Co LLC | 2,166 | $720.6K | 0.00% | +91+4.4% | Added |
| Hallmark Capital Management Inc | 2,184 | $726.6K | 0.05% | +189+9.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,200 | $731.9K | 0.02% | −297−11.9% | Reduced |
| Picton Mahoney Asset Management | 2,200 | $732.0K | 0.01% | −79,957−97.3% | Reduced |
| Pitcairn Co | 2,243 | $746.2K | 0.06% | −2,485−52.6% | Reduced |
| Greenline Partners, LLC | 2,266 | $753.9K | 0.09% | 00.0% | Unchanged |
| London Co of Virginia | 2,270 | $755.2K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,285 | $760.2K | 0.05% | +36+1.6% | Added |
| Presidio Capital Management, LLC | 2,286 | $760.5K | 0.27% | +2,286 | New |
| Hunting Hill Global Capital, LLC | 2,300 | $765.2K | 0.29% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 2,318 | $771.2K | 0.08% | +694+42.7% | Added |
| Polymer Capital Management (US) LLC | 2,358 | $784.5K | 0.10% | +2,358 | New |
| Thrivent Financial for Lutherans | 2,381 | $792.0K | 0.00% | −29−1.2% | Reduced |
| Engineers Gate Manager LP | 2,398 | $797.8K | 0.01% | −38,534−94.1% | Reduced |
| Assenagon Asset Management S.A. | 2,403 | $799.5K | 0.00% | +16+0.7% | Added |
| Beacon Pointe Advisors, LLC | 2,472 | $822.2K | 0.01% | +1,021+70.4% | Added |
| Parallel Advisors, LLC | 2,477 | $824.1K | 0.02% | −37−1.5% | Reduced |
| Ritholtz Wealth Management | 2,488 | $827.8K | 0.02% | +7+0.3% | Added |
| Garrett Wealth Advisory Group, LLC | 2,500 | $831.7K | 0.16% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,505 | $833.3K | 0.02% | +904+56.5% | Added |
| Vident Advisory, LLC | 2,506 | $833.7K | 0.01% | +97+4.0% | Added |
| Tran Capital Management, L.P. | 2,554 | $849.7K | 0.10% | 00.0% | Unchanged |
| Inceptionr LLC | 2,555 | $850.0K | 0.21% | −1,058−29.3% | Reduced |
| CAPROCK Group, Inc. | 2,373 | $864.9K | 0.02% | +2,373 | New |
| Principal Securities, Inc. | 2,602 | $865.7K | 0.01% | +537+26.0% | Added |
| Impact Capital Partners LLC | 2,687 | $893.9K | 0.27% | −163−5.7% | Reduced |
| Vestcor Inc | 2,689 | $895.0K | 0.03% | −201−7.0% | Reduced |
| QRG Capital Management, Inc. | 2,756 | $917.0K | 0.01% | +821+42.4% | Added |
| OV Management LLC | 2,777 | $923.9K | 0.78% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,794 | $929.6K | 0.01% | +539+23.9% | Added |
| National Bank of Canada | 2,831 | $941.5K | 0.00% | −16,025−85.0% | Reduced |
| CIBC Bancorp USA Inc. | 2,868 | $954.2K | 0.01% | +2,868 | New |
| Two Sigma Investments, LP | 2,875 | $956.5K | 0.00% | −3,816−57.0% | Reduced |
| Central Pacific Bank - Trust Division | 2,880 | $958.1K | 0.12% | −607−17.4% | Reduced |
| Allstate Corp | 2,958 | $984.1K | 0.02% | +2,958 | New |
| Tokio Marine Asset Management Co Ltd | 2,968 | $987.4K | 0.04% | +172+6.2% | Added |
| XTX Topco Ltd | 3,047 | $1.01M | 0.05% | +3,047 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,074 | $1.02M | 0.00% | +329+12.0% | Added |
| ASR Vermogensbeheer N.V. | 3,091 | $1.03M | 0.01% | +2+0.1% | Added |
| Bank of Nova Scotia | 3,104 | $1.03M | 0.00% | +3,104 | New |
| HighPoint Advisor Group LLC | 3,120 | $1.04M | 0.05% | +658+26.7% | Added |
| Rockefeller Capital Management L.P. | 3,165 | $1.05M | 0.00% | +3,165 | New |
| Mariner, LLC | 3,166 | $1.05M | 0.00% | −8,543−73.0% | Reduced |