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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 7,700 | $2.56M | 0.09% | +100+1.3% | Added |
| HB Wealth Management, LLC | 7,702 | $2.56M | 0.02% | +88+1.2% | Added |
| Omers Administration Corp | 7,732 | $2.57M | 0.02% | 00.0% | Unchanged |
| Creative Planning | 7,747 | $2.58M | 0.00% | +622+8.7% | Added |
| Caldwell Trust Co | 7,928 | $2.64M | 0.25% | −210−2.6% | Reduced |
| TT International Asset Management LTD | 7,944 | $2.64M | 0.51% | +2,822+55.1% | Added |
| Catalyst Capital Advisors LLC | 7,960 | $2.65M | 0.05% | +950+13.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,355 | $2.65M | 0.00% | −654−7.3% | Reduced |
| Rakuten Investment Management, Inc. | 14,919 | $2.77M | 0.01% | +14,919 | New |
| Stenger Family Office, LLC | 8,112 | $2.79M | 0.59% | +1,123+16.1% | Added |
| Tredje AP-fonden | 8,383 | $2.79M | 0.02% | +1,842+28.2% | Added |
| Annex Advisory Services, LLC | 8,405 | $2.80M | 0.06% | −383−4.4% | Reduced |
| Prana Capital Management, LP | 8,607 | $2.86M | 0.10% | +4,410+105.1% | Added |
| Flynn Zito Capital Management, LLC | 8,655 | $2.88M | 1.06% | +21+0.2% | Added |
| Coppell Advisory Solutions LLC | 8,503 | $2.90M | 0.31% | +1,401+19.7% | Added |
| Dynasty Wealth Management, LLC | 8,748 | $2.91M | 0.04% | +3,313+61.0% | Added |
| F/M Investments LLC | 8,767 | $2.92M | 0.11% | −279−3.1% | Reduced |
| DekaBank Deutsche Girozentrale | 8,718 | $2.95M | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 8,881 | $2.95M | 0.03% | +8,000+908.1% | Added |
| JustInvest LLC | 8,906 | $2.96M | 0.03% | −257−2.8% | Reduced |
| OP Asset Management Ltd | 8,913 | $2.97M | 0.04% | +476+5.6% | Added |
| Commonwealth Equity Services, LLC | 9,108 | $3.03M | 0.00% | −2,023−18.2% | Reduced |
| Kerusso Capital Management LLC | 9,190 | $3.06M | 1.88% | −547−5.6% | Reduced |
| Greenleaf Trust | 9,262 | $3.08M | 0.03% | −25−0.3% | Reduced |
| Oak Thistle LLC | 9,306 | $3.10M | 0.47% | +9,306 | New |
| Beacon Investment Advisors LLC | 9,360 | $3.11M | 1.27% | +17+0.2% | Added |
| Oliver Luxxe Assets LLC | 9,565 | $3.18M | 0.50% | +480+5.3% | Added |
| Impax Asset Management Group plc | 9,836 | $3.27M | 0.02% | −236−2.3% | Reduced |
| Retirement Capital Strategies | 10,041 | $3.34M | 1.28% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 10,123 | $3.37M | 0.02% | +183+1.8% | Added |
| Anchor Investment Management, LLC | 10,269 | $3.42M | 0.28% | −89−0.9% | Reduced |
| Summit Trail Advisors, LLC | 10,375 | $3.45M | 0.05% | +3,791+57.6% | Added |
| United Asset Strategies, Inc. | 10,721 | $3.57M | 0.29% | −128−1.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,869 | $3.62M | 0.01% | +2,297+26.8% | Added |
| Catalyst Funds Management Pty Ltd | 11,400 | $3.79M | 0.58% | +7,400+185.0% | Added |
| Genus Capital Management Inc. | 11,462 | $3.81M | 0.44% | +35+0.3% | Added |
| Cornerstone Wealth Management, LLC | 11,489 | $3.82M | 0.21% | +21+0.2% | Added |
| British Columbia Investment Management Corp | 11,494 | $3.82M | 0.02% | −1,087−8.6% | Reduced |
| Daiwa Securities Group Inc. | 11,805 | $3.93M | 0.01% | −1,416−10.7% | Reduced |
| Otter Creek Advisors, LLC | 12,365 | $4.11M | 4.08% | −328−2.6% | Reduced |
| Swiss Life Asset Management Ltd | 12,391 | $4.12M | 0.02% | −5,565−31.0% | Reduced |
| CIBC Private Wealth Group, LLC | 12,530 | $4.17M | 0.01% | −273−2.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 12,845 | $4.27M | 0.03% | +751+6.2% | Added |
| HighTower Advisors, LLC | 12,863 | $4.28M | 0.00% | −156−1.2% | Reduced |
| KBC Group NV | 12,934 | $4.30M | 0.01% | −1,427−9.9% | Reduced |
| Utah Retirement Systems | 13,169 | $4.38M | 0.04% | +629+5.0% | Added |
| Toronto Dominion Bank | 13,186 | $4.39M | 0.01% | −1,372−9.4% | Reduced |
| Voya Investment Management LLC | 13,372 | $4.45M | 0.00% | −28,957−68.4% | Reduced |
| TD Private Client Wealth LLC | 13,455 | $4.48M | 0.10% | −779−5.5% | Reduced |
| Tobam | 13,648 | $4.54M | 1.65% | +1,895+16.1% | Added |
| Advisor Group Holdings, Inc. | 12,910 | $4.57M | 0.01% | −174−1.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,775 | $4.58M | 0.09% | +13,775 | New |
| Iridian Asset Management LLC | 13,847 | $4.61M | 1.81% | −90−0.6% | Reduced |
| Oppenheimer Asset Management Inc. | 14,134 | $4.70M | 0.05% | +1,084+8.3% | Added |
| Silvant Capital Management LLC | 14,345 | $4.77M | 0.17% | −1,356−8.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 14,470 | $4.81M | 0.01% | +2,251+18.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,788 | $4.91M | 0.03% | +1,273+9.4% | Added |
| Tocqueville Asset Management L.P. | 14,863 | $4.94M | 0.07% | −3,856−20.6% | Reduced |
| Commerce Bank | 14,946 | $4.97M | 0.03% | −210−1.4% | Reduced |
| DnB Asset Management AS | 15,079 | $5.02M | 0.02% | +729+5.1% | Added |
| O'Shaughnessy Asset Management, LLC | 15,088 | $5.02M | 0.03% | +462+3.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,757 | $5.24M | 0.04% | +26+0.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,900 | $5.29M | 0.05% | −1,100−6.5% | Reduced |
| Primecap Management Co | 16,000 | $5.32M | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 16,105 | $5.36M | 0.02% | −28,234−63.7% | Reduced |
| SCS Capital Management LLC | 16,161 | $5.38M | 0.06% | 00.0% | Unchanged |
| Xponance, Inc. | 16,892 | $5.62M | 0.04% | +609+3.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 17,124 | $5.70M | 0.02% | −350−2.0% | Reduced |
| Atria Investments LLC | 17,362 | $5.78M | 0.07% | −2,748−13.7% | Reduced |
| Forsta Ap-Fonden | 17,400 | $5.79M | 0.03% | +1,000+6.1% | Added |
| Strategic Global Advisors, LLC | 17,576 | $5.85M | 0.89% | −259−1.5% | Reduced |
| IFM Investors Pty Ltd | 17,379 | $5.92M | 0.05% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 17,931 | $5.97M | 0.89% | −91−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 19,405 | $6.11M | 0.13% | +5,572+40.3% | Added |
| MML Investors Services, LLC | 18,549 | $6.17M | 0.02% | −2,188−10.6% | Reduced |
| Sanctuary Advisors, LLC | 18,915 | $6.29M | 0.04% | −667−3.4% | Reduced |
| Cetera Investment Advisers | 18,998 | $6.32M | 0.01% | −85−0.4% | Reduced |
| 2Xideas AG | 19,071 | $6.34M | 1.34% | −368−1.9% | Reduced |
| Argent Capital Management LLC | 19,251 | $6.40M | 0.17% | +22+0.1% | Added |
| Winthrop Advisory Group LLC | 20,279 | $6.75M | 0.59% | −75−0.4% | Reduced |
| Banco BTG Pactual S.A. | 20,471 | $6.81M | 1.00% | +3,964+24.0% | Added |
| US Bancorp | 20,536 | $6.83M | 0.01% | −23−0.1% | Reduced |
| Handelsbanken Fonder AB | 21,581 | $7.18M | 0.02% | +1,900+9.7% | Added |
| Teacher Retirement System of Texas | 21,622 | $7.19M | 0.03% | −1,648−7.1% | Reduced |
| Illinois Municipal Retirement Fund | 21,729 | $7.23M | 0.09% | +2,295+11.8% | Added |
| Vestmark Advisory Solutions, Inc. | 22,346 | $7.43M | 0.14% | −7,955−26.3% | Reduced |
| Arizona State Retirement System | 23,539 | $7.83M | 0.04% | +192+0.8% | Added |
| Kennedy Capital Management, Inc. | 23,992 | $7.98M | 0.18% | −5,788−19.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 24,059 | $8.00M | 0.04% | +65+0.3% | Added |
| NewEdge Wealth, LLC | 21,394 | $8.01M | 0.11% | −15,079−41.3% | Reduced |
| Nomura Asset Management Co Ltd | 24,263 | $8.07M | 0.02% | −90−0.4% | Reduced |
| Brant Point Investment Management LLC | 24,315 | $8.09M | 1.80% | +200+0.8% | Added |
| Seven Grand Managers, LLC | 25,000 | $8.32M | 0.68% | −25,000−50.0% | Reduced |
| Virtu Financial LLC | 25,073 | $8.34M | 0.47% | +17,801+244.8% | Added |
| Bank of Montreal | 25,078 | $8.34M | 0.00% | +1,818+7.8% | Added |
| Resona Asset Management Co.,Ltd. | 25,110 | $8.38M | 0.04% | −1,236−4.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 25,380 | $8.44M | 0.08% | −7,015−21.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 25,835 | $8.60M | 0.16% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 27,180 | $9.04M | 0.45% | +17,967+195.0% | Added |
| Public Employees Retirement System of Ohio | 27,521 | $9.16M | 0.03% | +2,162+8.5% | Added |