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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 3,232 | $1.07M | 0.04% | −5,597−63.4% | Reduced |
| CIBC Asset Management Inc | 3,236 | $1.08M | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 3,251 | $1.08M | 0.01% | +298+10.1% | Added |
| SkyView Investment Advisors, LLC | 3,294 | $1.10M | 0.14% | +37+1.1% | Added |
| LVW Advisors, LLC | 3,365 | $1.12M | 0.12% | −340−9.2% | Reduced |
| Callan Family Office, LLC | 3,385 | $1.13M | 0.04% | −652−16.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,403 | $1.13M | 0.00% | +2,303+209.4% | Added |
| Schroder Investment Management Group | 3,414 | $1.14M | 0.00% | +508+17.5% | Added |
| Shelton Wealth Management, LLC | 3,428 | $1.14M | 0.53% | +299+9.6% | Added |
| Bessemer Group Inc | 3,457 | $1.15M | 0.00% | +126+3.8% | Added |
| Aureus Asset Management, LLC | 3,473 | $1.16M | 0.08% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 3,480 | $1.16M | 0.04% | −126−3.5% | Reduced |
| Cannon Global Investment Management, LLC | 3,500 | $1.16M | 2.94% | +3,500 | New |
| Gabelli Funds LLC | 3,511 | $1.17M | 0.01% | −1,510−30.1% | Reduced |
| SRS Capital Advisors, Inc. | 3,511 | $1.17M | 0.02% | +3,320+1,738.2% | Added |
| Gateway Investment Advisers LLC | 3,515 | $1.17M | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,523 | $1.17M | 0.01% | +198+6.0% | Added |
| GWM Advisors LLC | 3,582 | $1.19M | 0.01% | +176+5.2% | Added |
| Park Avenue Securities LLC | 3,605 | $1.20M | 0.01% | −558−13.4% | Reduced |
| Umb Bank N A | 3,629 | $1.21M | 0.02% | −37,548−91.2% | Reduced |
| Everence Capital Management Inc | 3,703 | $1.23M | 0.07% | +1,063+40.3% | Added |
| AG2R la Mondiale Gestion D'Actifs | 3,294 | $1.24M | 0.06% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 3,766 | $1.25M | 0.02% | +1,019+37.1% | Added |
| IHT Wealth Management, LLC | 3,844 | $1.28M | 0.03% | +488+14.5% | Added |
| Resources Investment Advisors, LLC. | 3,867 | $1.29M | 0.01% | +76+2.0% | Added |
| Colony Group, LLC | 3,872 | $1.29M | 0.00% | −408−9.5% | Reduced |
| Mercer Global Advisors Inc | 3,872 | $1.29M | 0.00% | +915+30.9% | Added |
| Maryland State Retirement & Pension System | 3,873 | $1.29M | 0.03% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 3,888 | $1.29M | 0.02% | +39+1.0% | Added |
| Ostrum Asset Management | 3,964 | $1.32M | 0.06% | +1,352+51.8% | Added |
| Edgestream Partners, L.P. | 4,016 | $1.34M | 0.04% | −14,491−78.3% | Reduced |
| Nisa Investment Advisors, LLC | 4,060 | $1.35M | 0.01% | −3,956−49.4% | Reduced |
| M&T Bank Corp | 4,067 | $1.35M | 0.00% | −721−15.1% | Reduced |
| Kestra Advisory Services, LLC | 4,087 | $1.36M | 0.01% | −434−9.6% | Reduced |
| Bridgeway Capital Management, LLC | 4,200 | $1.40M | 0.03% | −2,640−38.6% | Reduced |
| Gulf International Bank (UK) Ltd | 4,209 | $1.40M | 0.05% | −56−1.3% | Reduced |
| We Are One Seven, LLC | 4,249 | $1.41M | 0.03% | +435+11.4% | Added |
| VestGen Advisors, LLC | 4,431 | $1.47M | 0.05% | −1,088−19.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,581 | $1.52M | 0.01% | +1,436+45.7% | Added |
| Fulton Bank, N.A. | 4,632 | $1.54M | 0.05% | +49+1.1% | Added |
| Merit Financial Group, LLC | 4,652 | $1.55M | 0.01% | +931+25.0% | Added |
| Integrated Investment Consultants, LLC | 4,658 | $1.55M | 0.26% | −1,985−29.9% | Reduced |
| Prudential Financial Inc | 4,658 | $1.55M | 0.00% | +82+1.8% | Added |
| Shepherd Financial Partners LLC | 4,755 | $1.58M | 0.15% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 4,756 | $1.58M | 0.45% | +4,756 | New |
| Paradigm Asset Management Co LLC | 4,800 | $1.60M | 0.37% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,876 | $1.62M | 0.25% | −1,054−17.8% | Reduced |
| Kentucky Retirement Systems | 5,003 | $1.66M | 0.05% | −66−1.3% | Reduced |
| MetLife Investment Management | 5,102 | $1.70M | 0.01% | +147+3.0% | Added |
| EFG Asset Management (Americas) Corp. | 5,107 | $1.70M | 0.29% | +469+10.1% | Added |
| United Capital Financial Advisers, LLC | 5,114 | $1.70M | 0.01% | +366+7.7% | Added |
| Wealthfront Advisers LLC | 5,123 | $1.70M | 0.00% | +2,243+77.9% | Added |
| Dana Investment Advisors, Inc. | 5,264 | $1.75M | 0.05% | +189+3.7% | Added |
| Mackenzie Financial Corp | 5,265 | $1.75M | 0.00% | +297+6.0% | Added |
| Knollwood Investment Advisory, LLC | 5,275 | $1.75M | 0.16% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 5,290 | $1.76M | 1.40% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 5,316 | $1.77M | 0.00% | −193,143−97.3% | Reduced |
| Independent Advisor Alliance | 5,341 | $1.78M | 0.05% | +1,566+41.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 5,343 | $1.78M | 0.26% | +5,343 | New |
| Neuberger Berman Group LLC | 5,354 | $1.78M | 0.00% | −139,226−96.3% | Reduced |
| Coastal Bridge Advisors, LLC | 5,444 | $1.81M | 0.14% | −48−0.9% | Reduced |
| Gradient Investments LLC | 5,540 | $1.84M | 0.03% | −345−5.9% | Reduced |
| Mutual of America Capital Management LLC | 5,568 | $1.85M | 0.02% | +2,997+116.6% | Added |
| Future Fund LLC | 5,599 | $1.86M | 0.66% | +595+11.9% | Added |
| Avanza Fonder AB | 5,607 | $1.87M | 0.05% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 5,627 | $1.87M | 0.00% | −40,358−87.8% | Reduced |
| Intech Investment Management LLC | 5,753 | $1.91M | 0.02% | +1,620+39.2% | Added |
| Ethic Inc. | 5,760 | $1.92M | 0.03% | −852−12.9% | Reduced |
| SG Americas Securities, LLC | 5,787 | $1.93M | 0.01% | −44,296−88.4% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 5,936 | $1.97M | 0.05% | +5,936 | New |
| Sterling Group Wealth Management, LLC | 5,967 | $1.99M | 0.98% | 00.0% | Unchanged |
| K2 Principal Fund, L.P. | 6,115 | $2.03M | 0.21% | +6,115 | New |
| Baird Financial Group, Inc. | 6,279 | $2.09M | 0.00% | +220+3.6% | Added |
| King Luther Capital Management Corp | 6,358 | $2.12M | 0.01% | −8−0.1% | Reduced |
| Credit Agricole S A | 6,377 | $2.12M | 0.01% | +6,377 | New |
| Wolverine Trading, LLC | 6,333 | $2.16M | 0.04% | +3,257+105.9% | Added |
| Morningstar Investment Management LLC | 6,583 | $2.19M | 0.08% | +6,583 | New |
| James Investment Research Inc | 6,591 | $2.19M | 0.24% | −4−0.1% | Reduced |
| EFG Asset Management (North America) Corp. | 6,642 | $2.21M | 0.29% | +721+12.2% | Added |
| Jackson Wealth Management, LLC | 6,670 | $2.22M | 0.22% | +749+12.6% | Added |
| CIBC World Markets Inc. | 6,738 | $2.24M | 0.00% | −6,080−47.4% | Reduced |
| Sterling Capital Management LLC | 6,946 | $2.31M | 0.03% | −8,085−53.8% | Reduced |
| Garrett Investment Advisors LLC | 6,958 | $2.31M | 0.19% | +114+1.7% | Added |
| Laurion Capital Management LP | 7,000 | $2.33M | 0.32% | +354+5.3% | Added |
| The PNC Financial Services Group, Inc. | 7,043 | $2.34M | 0.00% | +567+8.8% | Added |
| Allworth Financial LP | 7,044 | $2.34M | 0.01% | −31−0.4% | Reduced |
| South Dakota Investment Council | 7,147 | $2.38M | 0.05% | +7,147 | New |
| Candriam Luxembourg S.C.A. | 7,166 | $2.38M | 0.01% | +295+4.3% | Added |
| Brevan Howard Capital Management LP | 7,198 | $2.39M | 0.03% | +2,881+66.7% | Added |
| Nordea Investment Management AB | 7,273 | $2.43M | 0.00% | +587+8.8% | Added |
| Van Eck Associates Corp | 7,335 | $2.44M | 0.00% | −973−11.7% | Reduced |
| Brinker Capital Investments, LLC | 7,380 | $2.46M | 0.02% | −1,417−16.1% | Reduced |
| Cerity Partners LLC | 7,433 | $2.47M | 0.00% | −2,578−25.8% | Reduced |
| Public Employees Retirement Association of Colorado | 7,468 | $2.48M | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 7,474 | $2.49M | 0.07% | −474−6.0% | Reduced |
| Amalgamated Bank | 7,487 | $2.49M | 0.02% | +408+5.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,517 | $2.50M | 0.01% | −587−7.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 7,606 | $2.53M | 0.09% | −381−4.8% | Reduced |
| HM Payson & Co | 7,655 | $2.55M | 0.04% | +94+1.2% | Added |
| Federated Hermes, Inc. | 7,678 | $2.55M | 0.00% | −3,293−30.0% | Reduced |