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 |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 223,144 | $74.2M | 0.40% | +153,897+222.2% | Added |
| Buckingham Strategic Partners | 198,980 | $74.7M | 0.85% | +87,011+77.7% | Added |
| Gilder Gagnon Howe & Co LLC | 265,966 | $88.5M | 0.90% | −4,561−1.7% | Reduced |
| Price T Rowe Associates Inc | 271,013 | $90.2M | 0.01% | −23,496−8.0% | Reduced |
| Goldman Sachs Group Inc | 285,606 | $95.0M | 0.01% | +52,147+22.3% | Added |
| Royal Bank of Canada | 292,952 | $97.5M | 0.02% | +83,270+39.7% | Added |
| Holocene Advisors, LP | 298,873 | $99.4M | 0.23% | +30,425+11.3% | Added |
| Caisse de Depot Et Placement du Quebec | 310,932 | $103.4M | 0.19% | −3,753−1.2% | Reduced |
| Macquarie Group Ltd | 333,624 | $111.0M | 0.13% | −9,118−2.7% | Reduced |
| Legal & General Group Plc | 335,369 | $111.6M | 0.03% | +6,807+2.1% | Added |
| UBS Group AG | 336,128 | $111.8M | 0.02% | +105,032+45.4% | Added |
| Junto Capital Management LP | 351,210 | $116.8M | 2.45% | +118,364+50.8% | Added |
| Azora Capital LP | 353,356 | $117.6M | 5.45% | −118,996−25.2% | Reduced |
| Railway Pension Investments Ltd | 363,400 | $120.9M | 1.64% | +266,900+276.6% | Added |
| Citadel Advisors LLC | 384,351 | $127.9M | 0.10% | +384,351 | New |
| Envestnet Asset Management Inc | 397,355 | $132.2M | 0.04% | −15,323−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 405,152 | $134.8M | 0.02% | +17,023+4.4% | Added |
| American Century Companies Inc | 427,634 | $142.3M | 0.07% | −169,437−28.4% | Reduced |
| Fairview Capital Investment Management, LLC | 437,905 | $145.7M | 7.39% | −7,220−1.6% | Reduced |
| First Pacific Advisors, LP | 443,503 | $147.5M | 2.04% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 452,474 | $150.5M | 0.03% | −32,988−6.8% | Reduced |
| Epoch Investment Partners, Inc. | 482,698 | $160.6M | 0.88% | −96,922−16.7% | Reduced |
| Clarkston Capital Partners, LLC | 498,633 | $165.9M | 3.57% | −100,149−16.7% | Reduced |
| Northern Trust Corp | 532,302 | $177.1M | 0.02% | +9,607+1.8% | Added |
| Agf Management Ltd | 537,275 | $178.7M | 0.79% | −227,749−29.8% | Reduced |
| Invesco Ltd. | 539,444 | $179.5M | 0.03% | −12,135−2.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 553,321 | $184.1M | 1.49% | +8,717+1.6% | Added |
| Wells Fargo & Company | 563,613 | $187.5M | 0.04% | −38,407−6.4% | Reduced |
| Alliancebernstein L.P. | 564,215 | $187.7M | 0.06% | −137,204−19.6% | Reduced |
| Westfield Capital Management Co LP | 575,462 | $191.5M | 0.80% | −206,770−26.4% | Reduced |
| Eminence Capital, LP | 587,624 | $195.5M | 2.87% | +36,032+6.5% | Added |
| UBS Asset Management Americas Inc | 589,491 | $196.1M | 0.04% | −139,718−19.2% | Reduced |
| Third Point LLCSuperinvestorThird Point | 594,143 | $197.7M | 2.36% | −30,857−4.9% | Reduced |
| APG Asset Management N.V. | 767,333 | $217.3M | 0.61% | +259,740+51.2% | Added |
| TD Asset Management Inc | 691,702 | $230.1M | 0.19% | +38,463+5.9% | Added |
| Darlington Partners Capital Management, LP | 785,737 | $261.4M | 8.82% | 00.0% | Unchanged |
| Raymond James Financial Inc | 824,267 | $274.2M | 0.09% | −46,353−5.3% | Reduced |
| Dimensional Fund Advisors LP | 847,816 | $282.1M | 0.06% | −16,173−1.9% | Reduced |
| Bank of America Corp | 878,032 | $292.1M | 0.02% | −84,044−8.7% | Reduced |
| JPMorgan Chase & Co | 938,755 | $312.3M | 0.02% | −221,566−19.1% | Reduced |
| SurgoCap Partners LP | 994,278 | $330.8M | 9.39% | +112,873+12.8% | Added |
| Millennium Management LLC | 1,053,168 | $350.4M | 0.28% | +965,693+1,104.0% | Added |
| Jennison Associates LLC | 1,104,950 | $367.6M | 0.21% | −297,800−21.2% | Reduced |
| FMR LLC | 1,121,923 | $373.3M | 0.02% | −1,332,551−54.3% | Reduced |
| Samlyn Capital, LLC | 1,346,494 | $448.0M | 6.36% | +131,214+10.8% | Added |
| Morgan Stanley | 1,479,651 | $492.3M | 0.03% | +105,654+7.7% | Added |
| Geode Capital Management, LLC | 1,543,258 | $512.0M | 0.03% | −181,704−10.5% | Reduced |
| WCM Investment Management, LLC | 1,742,991 | $593.7M | 1.24% | +12,214+0.7% | Added |
| State Street Corp | 1,828,455 | $608.3M | 0.02% | +101,289+5.9% | Added |
| Principal Financial Group Inc | 1,970,021 | $655.4M | 0.33% | +373,077+23.4% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,255,714 | $750.5M | 5.46% | +383,466+20.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,482,615 | $825.9M | 2.01% | −74,843−2.9% | Reduced |
| Capital World Investors | 2,628,551 | $874.5M | 0.12% | +2,612,184+15,960.1% | Added |
| Janus Henderson Group PLC | 3,097,351 | $1.03B | 0.47% | +19,674+0.6% | Added |
| Massachusetts Financial Services Co | 3,242,353 | $1.08B | 0.33% | +800,171+32.8% | Added |
| Dodge & Cox | 3,329,255 | $1.11B | 0.60% | +627,546+23.2% | Added |
| Boston Partners | 3,669,326 | $1.22B | 1.25% | −10,158−0.3% | Reduced |
| BlackRock, Inc. | 4,976,517 | $1.66B | 0.03% | +143,720+3.0% | Added |
| Vanguard Group Inc | 8,303,768 | $2.76B | 0.04% | +317,002+4.0% | Added |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −1,183,069−100.0% | Sold out |
| Egerton Capital (UK) LLP | 0 | $0 | 0.00% | −832,516−100.0% | Sold out |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −379,934−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −367,426−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −133,319−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −100,512−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −99,507−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −99,455−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −76,501−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −53,517−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −42,763−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −41,385−100.0% | Sold out |
| Kames Capital plc | 0 | $0 | 0.00% | −41,058−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −28,954−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −23,552−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −22,550−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −22,153−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −16,446−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −16,202−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,690−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −8,132−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −7,232−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −7,211−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −5,955−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −5,460−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,766−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,428−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,421−100.0% | Sold out |
| Sheets Smith Investment Management | 0 | $0 | 0.00% | −4,330−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −4,046−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,999−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,838−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −2,674−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −2,595−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,576−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −2,334−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −2,279−100.0% | Sold out |