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 |
|---|---|---|---|---|---|
| KLP Kapitalforvaltning AS | 27,900 | $9.28M | 0.04% | +100+0.4% | Added |
| State of New Jersey Common Pension Fund D | 27,980 | $9.31M | 0.03% | +1,277+4.8% | Added |
| AQR Capital Management LLC | 28,165 | $9.37M | 0.01% | −10,104−26.4% | Reduced |
| Reinhart Partners, Inc. | 28,165 | $9.37M | 0.30% | −1,551−5.2% | Reduced |
| Thornburg Investment Management Inc | 29,729 | $9.89M | 0.13% | −12,277−29.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 29,900 | $9.95M | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 30,131 | $10.0M | 0.05% | +1,050+3.6% | Added |
| Quantinno Capital Management LP | 30,430 | $10.1M | 0.03% | +1,099+3.7% | Added |
| Asset Management One Co.,Ltd. | 31,016 | $10.3M | 0.03% | +666+2.2% | Added |
| Burney Co | 31,064 | $10.3M | 0.33% | +1,227+4.1% | Added |
| Icon Advisers Inc | 31,288 | $10.4M | 2.28% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 31,884 | $10.6M | 0.09% | +28,820+940.6% | Added |
| KWB Wealth | 28,445 | $10.7M | 1.18% | +40.0% | Added |
| BNP Paribas Arbitrage, SA | 32,420 | $10.8M | 0.01% | −7,494−18.8% | Reduced |
| CI Private Wealth, LLC | 32,423 | $10.8M | 0.02% | −5,420−14.3% | Reduced |
| Whittier Trust Co | 35,161 | $11.1M | 0.13% | +10,085+40.2% | Added |
| Verition Fund Management LLC | 33,292 | $11.1M | 0.06% | +21,168+174.6% | Added |
| Pathstone Holdings, LLC | 34,067 | $11.3M | 0.04% | +859+2.6% | Added |
| Diamond Hill Capital Management Inc | 35,187 | $11.7M | 0.06% | −350−1.0% | Reduced |
| Logan Capital Management Inc | 35,300 | $11.7M | 0.50% | +755+2.2% | Added |
| Treasurer of the State of North Carolina | 35,827 | $11.9M | 0.04% | −1,394−3.7% | Reduced |
| La Banque Postale Asset Management SA | 36,128 | $12.0M | 0.15% | +11,557+47.0% | Added |
| Captrust Financial Advisors | 37,329 | $12.4M | 0.03% | −158,884−81.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,046 | $12.7M | 0.03% | +663+1.8% | Added |
| Storebrand Asset Management AS | 38,370 | $12.8M | 0.03% | +18,701+95.1% | Added |
| Empowered Funds, LLC | 38,453 | $12.8M | 0.13% | +21,084+121.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 40,891 | $13.6M | 0.03% | +1,131+2.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 41,769 | $13.9M | 0.02% | +19,150+84.7% | Added |
| Pictet Asset Management Holding SA | 47,521 | $15.8M | 0.02% | −1,661−3.4% | Reduced |
| Teca Partners, LP | 48,484 | $16.1M | 10.17% | +21,710+81.1% | Added |
| Great West Life Assurance Co | 47,657 | $16.2M | 0.02% | +604+1.3% | Added |
| Winmill & Co. Inc | 48,860 | $16.3M | 3.94% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 50,000 | $16.6M | 0.54% | −123,500−71.2% | Reduced |
| LTS One Management LP | 50,000 | $16.6M | 5.93% | +50,000 | New |
| Susquehanna Fundamental Investments, LLC | 50,745 | $16.9M | 0.66% | −23,951−32.1% | Reduced |
| Walleye Capital LLC | 50,884 | $16.9M | 0.14% | +50,157+6,899.2% | Added |
| GW&K Investment Management, LLC | 51,363 | $17.1M | 0.15% | −2,068−3.9% | Reduced |
| Mawer Investment Management Ltd. | 52,690 | $17.5M | 0.09% | −294−0.6% | Reduced |
| Janney Montgomery Scott LLC | 53,208 | $17.7M | 0.04% | +9,790+22.5% | Added |
| Cookson Peirce & Co Inc | 53,843 | $17.9M | 0.73% | −1,121−2.0% | Reduced |
| Artemis Investment Management LLP | 54,232 | $18.0M | 0.22% | −44,893−45.3% | Reduced |
| State of Wisconsin Investment Board | 54,376 | $18.1M | 0.04% | −4,113−7.0% | Reduced |
| Natixis Advisors, L.P. | 55,942 | $18.6M | 0.03% | −23,675−29.7% | Reduced |
| Korea Investment CORP | 57,068 | $19.0M | 0.04% | +337+0.6% | Added |
| New York State Common Retirement Fund | 57,908 | $19.3M | 0.02% | −1,000−1.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 61,831 | $19.5M | 1.21% | +6,184+11.1% | Added |
| Lynwood Price Capital Management LP | 59,000 | $19.6M | 9.83% | +5,000+9.3% | Added |
| Russell Investments Group, Ltd. | 58,924 | $19.6M | 0.02% | −3,066−4.9% | Reduced |
| Trillium Asset Management, LLC | 63,335 | $21.1M | 0.56% | −1,012−1.6% | Reduced |
| Aviva PLC | 63,405 | $21.1M | 0.04% | +7,402+13.2% | Added |
| Royal London Asset Management Ltd | 65,063 | $21.6M | 0.05% | +12,129+22.9% | Added |
| Ceredex Value Advisors LLC | 69,100 | $23.0M | 0.53% | −2,450−3.4% | Reduced |
| Alyeska Investment Group, L.P. | 69,477 | $23.1M | 0.07% | +69,477 | New |
| Burkehill Global Management, LP | 70,000 | $23.3M | 1.32% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72,813 | $24.2M | 0.02% | +4,269+6.2% | Added |
| State Board of Administration of Florida Retirement System | 73,969 | $24.6M | 0.04% | −1,796−2.4% | Reduced |
| D. E. Shaw & Co., Inc. | 76,605 | $25.5M | 0.02% | −47,749−38.4% | Reduced |
| Heron Bay Capital Management | 79,777 | $26.5M | 4.95% | −2,738−3.3% | Reduced |
| Barclays PLC | 79,972 | $26.6M | 0.01% | +15,189+23.4% | Added |
| Swedbank AB | 80,487 | $26.8M | 0.03% | +58,000+257.9% | Added |
| Renaissance Technologies LLC | 82,600 | $27.5M | 0.04% | −27,200−24.8% | Reduced |
| Susquehanna International Group, LLP | 85,486 | $28.4M | 0.04% | +33,306+63.8% | Added |
| Solel Partners LP | 87,000 | $28.9M | 5.57% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 92,694 | $30.8M | 0.05% | −9,470−9.3% | Reduced |
| Hudson Bay Capital Management LP | 99,118 | $33.0M | 0.20% | +7,042+7.6% | Added |
| HSBC Holdings PLC | 100,066 | $33.1M | 0.02% | +55,598+125.0% | Added |
| Northwestern Mutual Wealth Management Co | 101,421 | $33.7M | 0.02% | +3,283+3.3% | Added |
| Rhumbline Advisers | 103,497 | $34.4M | 0.03% | −2,301−2.2% | Reduced |
| Family Wealth Partners, LLC | 105,644 | $35.1M | 13.17% | −6,258−5.6% | Reduced |
| Ameriprise Financial Inc | 112,632 | $37.5M | 0.01% | −156,966−58.2% | Reduced |
| Ensign Peak Advisors, Inc | 114,278 | $38.0M | 0.06% | +13,696+13.6% | Added |
| Southpoint Capital Advisors LP | 115,000 | $38.3M | 1.00% | −250,000−68.5% | Reduced |
| National Pension Service | 116,987 | $38.9M | 0.03% | +2,186+1.9% | Added |
| Victory Capital Management Inc | 118,157 | $39.3M | 0.02% | +88,302+295.8% | Added |
| Amundi | 126,600 | $39.5M | 0.01% | +12,597+11.0% | Added |
| California State Teachers Retirement System | 119,650 | $39.8M | 0.04% | +1,804+1.5% | Added |
| Marshall Wace, LLP | 120,732 | $40.2M | 0.04% | +100,217+488.5% | Added |
| SEI Investments Co | 123,735 | $41.2M | 0.04% | −295,555−70.5% | Reduced |
| LPL Financial LLC | 128,898 | $42.9M | 0.01% | +2,463+1.9% | Added |
| Danske Bank A/S | 131,432 | $43.7M | 0.11% | +28,863+28.1% | Added |
| First Trust Advisors LP | 141,729 | $47.2M | 0.04% | −14,918−9.5% | Reduced |
| Citigroup Inc | 142,785 | $47.5M | 0.03% | +91,301+177.3% | Added |
| Comerica Bank | 145,218 | $48.3M | 0.18% | −3,957−2.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 162,386 | $51.5M | 0.08% | −29,341−15.3% | Reduced |
| California Public Employees Retirement System | 159,515 | $53.1M | 0.03% | +13,887+9.5% | Added |
| Wellington Management Group LLP | 160,204 | $53.3M | 0.01% | −169,412−51.4% | Reduced |
| Man Group plc | 161,152 | $53.6M | 0.10% | −36,935−18.6% | Reduced |
| Employees Retirement System of Texas | 161,500 | $53.7M | 0.43% | −1,500−0.9% | Reduced |
| Franklin Resources Inc | 168,787 | $56.2M | 0.01% | +5,470+3.3% | Added |
| Deutsche Bank AG | 173,208 | $57.6M | 0.02% | +11,308+7.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 183,674 | $61.1M | 0.04% | +985+0.5% | Added |
| Stifel Financial Corp | 186,828 | $62.2M | 0.06% | −11,311−5.7% | Reduced |
| Coronation Fund Managers Ltd. | 187,973 | $62.5M | 3.26% | +36,950+24.5% | Added |
| Nuveen, LLC | 188,925 | $62.9M | 0.02% | +825+0.4% | Added |
| Westwood Holdings Group Inc. | 190,089 | $63.2M | 0.45% | +190,089 | New |
| Brown Brothers Harriman & Co | 190,358 | $63.3M | 0.39% | +5,616+3.0% | Added |
| Jane Street Group, LLC | 197,769 | $65.8M | 0.08% | +194,046+5,212.1% | Added |
| Bamco Inc | 207,897 | $69.2M | 0.18% | −14,582−6.6% | Reduced |
| Bridgewater Associates, LP | 208,744 | $69.4M | 0.27% | +16,089+8.4% | Added |
| Truist Financial Corp | 209,647 | $69.7M | 0.09% | +1,385+0.7% | Added |