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 |
|---|---|---|---|---|---|
| Barclays PLC | 79,972 | $26.6M | 0.01% | +15,189+23.4% | Added |
| Heron Bay Capital Management | 79,777 | $26.5M | 4.95% | −2,738−3.3% | Reduced |
| D. E. Shaw & Co., Inc. | 76,605 | $25.5M | 0.02% | −47,749−38.4% | Reduced |
| State Board of Administration of Florida Retirement System | 73,969 | $24.6M | 0.04% | −1,796−2.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72,813 | $24.2M | 0.02% | +4,269+6.2% | Added |
| Burkehill Global Management, LP | 70,000 | $23.3M | 1.32% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 69,477 | $23.1M | 0.07% | +69,477 | New |
| Ceredex Value Advisors LLC | 69,100 | $23.0M | 0.53% | −2,450−3.4% | Reduced |
| Royal London Asset Management Ltd | 65,063 | $21.6M | 0.05% | +12,129+22.9% | Added |
| Aviva PLC | 63,405 | $21.1M | 0.04% | +7,402+13.2% | Added |
| Trillium Asset Management, LLC | 63,335 | $21.1M | 0.56% | −1,012−1.6% | Reduced |
| Russell Investments Group, Ltd. | 58,924 | $19.6M | 0.02% | −3,066−4.9% | Reduced |
| Lynwood Price Capital Management LP | 59,000 | $19.6M | 9.83% | +5,000+9.3% | Added |
| Foster Victor Wealth Advisors, LLC | 61,831 | $19.5M | 1.21% | +6,184+11.1% | Added |
| New York State Common Retirement Fund | 57,908 | $19.3M | 0.02% | −1,000−1.7% | Reduced |
| Korea Investment CORP | 57,068 | $19.0M | 0.04% | +337+0.6% | Added |
| Natixis Advisors, L.P. | 55,942 | $18.6M | 0.03% | −23,675−29.7% | Reduced |
| State of Wisconsin Investment Board | 54,376 | $18.1M | 0.04% | −4,113−7.0% | Reduced |
| Artemis Investment Management LLP | 54,232 | $18.0M | 0.22% | −44,893−45.3% | Reduced |
| Cookson Peirce & Co Inc | 53,843 | $17.9M | 0.73% | −1,121−2.0% | Reduced |
| Janney Montgomery Scott LLC | 53,208 | $17.7M | 0.04% | +9,790+22.5% | Added |
| Mawer Investment Management Ltd. | 52,690 | $17.5M | 0.09% | −294−0.6% | Reduced |
| GW&K Investment Management, LLC | 51,363 | $17.1M | 0.15% | −2,068−3.9% | Reduced |
| Walleye Capital LLC | 50,884 | $16.9M | 0.14% | +50,157+6,899.2% | Added |
| Susquehanna Fundamental Investments, LLC | 50,745 | $16.9M | 0.66% | −23,951−32.1% | Reduced |
| 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 |
| Winmill & Co. Inc | 48,860 | $16.3M | 3.94% | 00.0% | Unchanged |
| Great West Life Assurance Co | 47,657 | $16.2M | 0.02% | +604+1.3% | Added |
| Teca Partners, LP | 48,484 | $16.1M | 10.17% | +21,710+81.1% | Added |
| Pictet Asset Management Holding SA | 47,521 | $15.8M | 0.02% | −1,661−3.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 41,769 | $13.9M | 0.02% | +19,150+84.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 40,891 | $13.6M | 0.03% | +1,131+2.8% | Added |
| Empowered Funds, LLC | 38,453 | $12.8M | 0.13% | +21,084+121.4% | Added |
| Storebrand Asset Management AS | 38,370 | $12.8M | 0.03% | +18,701+95.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,046 | $12.7M | 0.03% | +663+1.8% | Added |
| Captrust Financial Advisors | 37,329 | $12.4M | 0.03% | −158,884−81.0% | Reduced |
| La Banque Postale Asset Management SA | 36,128 | $12.0M | 0.15% | +11,557+47.0% | Added |
| Treasurer of the State of North Carolina | 35,827 | $11.9M | 0.04% | −1,394−3.7% | Reduced |
| Logan Capital Management Inc | 35,300 | $11.7M | 0.50% | +755+2.2% | Added |
| Diamond Hill Capital Management Inc | 35,187 | $11.7M | 0.06% | −350−1.0% | Reduced |
| Pathstone Holdings, LLC | 34,067 | $11.3M | 0.04% | +859+2.6% | Added |
| Verition Fund Management LLC | 33,292 | $11.1M | 0.06% | +21,168+174.6% | Added |
| Whittier Trust Co | 35,161 | $11.1M | 0.13% | +10,085+40.2% | Added |
| CI Private Wealth, LLC | 32,423 | $10.8M | 0.02% | −5,420−14.3% | Reduced |
| BNP Paribas Arbitrage, SA | 32,420 | $10.8M | 0.01% | −7,494−18.8% | Reduced |
| KWB Wealth | 28,445 | $10.7M | 1.18% | +40.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 31,884 | $10.6M | 0.09% | +28,820+940.6% | Added |
| Icon Advisers Inc | 31,288 | $10.4M | 2.28% | 00.0% | Unchanged |
| Burney Co | 31,064 | $10.3M | 0.33% | +1,227+4.1% | Added |
| Asset Management One Co.,Ltd. | 31,016 | $10.3M | 0.03% | +666+2.2% | Added |
| Quantinno Capital Management LP | 30,430 | $10.1M | 0.03% | +1,099+3.7% | Added |
| Private Advisor Group, LLC | 30,131 | $10.0M | 0.05% | +1,050+3.6% | Added |
| Mn Services Vermogensbeheer B.V. | 29,900 | $9.95M | 0.06% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 29,729 | $9.89M | 0.13% | −12,277−29.2% | Reduced |
| Reinhart Partners, Inc. | 28,165 | $9.37M | 0.30% | −1,551−5.2% | Reduced |
| AQR Capital Management LLC | 28,165 | $9.37M | 0.01% | −10,104−26.4% | Reduced |
| State of New Jersey Common Pension Fund D | 27,980 | $9.31M | 0.03% | +1,277+4.8% | Added |
| KLP Kapitalforvaltning AS | 27,900 | $9.28M | 0.04% | +100+0.4% | Added |
| Public Employees Retirement System of Ohio | 27,521 | $9.16M | 0.03% | +2,162+8.5% | Added |
| Cinctive Capital Management LP | 27,180 | $9.04M | 0.45% | +17,967+195.0% | Added |
| ArrowMark Colorado Holdings LLC | 25,835 | $8.60M | 0.16% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 25,380 | $8.44M | 0.08% | −7,015−21.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 25,110 | $8.38M | 0.04% | −1,236−4.7% | Reduced |
| Bank of Montreal | 25,078 | $8.34M | 0.00% | +1,818+7.8% | Added |
| Virtu Financial LLC | 25,073 | $8.34M | 0.47% | +17,801+244.8% | Added |
| Seven Grand Managers, LLC | 25,000 | $8.32M | 0.68% | −25,000−50.0% | Reduced |
| Brant Point Investment Management LLC | 24,315 | $8.09M | 1.80% | +200+0.8% | Added |
| Nomura Asset Management Co Ltd | 24,263 | $8.07M | 0.02% | −90−0.4% | Reduced |
| NewEdge Wealth, LLC | 21,394 | $8.01M | 0.11% | −15,079−41.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 24,059 | $8.00M | 0.04% | +65+0.3% | Added |
| Kennedy Capital Management, Inc. | 23,992 | $7.98M | 0.18% | −5,788−19.4% | Reduced |
| Arizona State Retirement System | 23,539 | $7.83M | 0.04% | +192+0.8% | Added |
| Vestmark Advisory Solutions, Inc. | 22,346 | $7.43M | 0.14% | −7,955−26.3% | Reduced |
| Illinois Municipal Retirement Fund | 21,729 | $7.23M | 0.09% | +2,295+11.8% | Added |
| Teacher Retirement System of Texas | 21,622 | $7.19M | 0.03% | −1,648−7.1% | Reduced |
| Handelsbanken Fonder AB | 21,581 | $7.18M | 0.02% | +1,900+9.7% | Added |
| US Bancorp | 20,536 | $6.83M | 0.01% | −23−0.1% | Reduced |
| Banco BTG Pactual S.A. | 20,471 | $6.81M | 1.00% | +3,964+24.0% | Added |
| Winthrop Advisory Group LLC | 20,279 | $6.75M | 0.59% | −75−0.4% | Reduced |
| Argent Capital Management LLC | 19,251 | $6.40M | 0.17% | +22+0.1% | Added |
| 2Xideas AG | 19,071 | $6.34M | 1.34% | −368−1.9% | Reduced |
| Cetera Investment Advisers | 18,998 | $6.32M | 0.01% | −85−0.4% | Reduced |
| Sanctuary Advisors, LLC | 18,915 | $6.29M | 0.04% | −667−3.4% | Reduced |
| MML Investors Services, LLC | 18,549 | $6.17M | 0.02% | −2,188−10.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 19,405 | $6.11M | 0.13% | +5,572+40.3% | Added |
| Eagle Rock Investment Company, LLC | 17,931 | $5.97M | 0.89% | −91−0.5% | Reduced |
| IFM Investors Pty Ltd | 17,379 | $5.92M | 0.05% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 17,576 | $5.85M | 0.89% | −259−1.5% | Reduced |
| Forsta Ap-Fonden | 17,400 | $5.79M | 0.03% | +1,000+6.1% | Added |
| Atria Investments LLC | 17,362 | $5.78M | 0.07% | −2,748−13.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 17,124 | $5.70M | 0.02% | −350−2.0% | Reduced |
| Xponance, Inc. | 16,892 | $5.62M | 0.04% | +609+3.7% | Added |
| SCS Capital Management LLC | 16,161 | $5.38M | 0.06% | 00.0% | Unchanged |
| STRS Ohio | 16,105 | $5.36M | 0.02% | −28,234−63.7% | Reduced |
| Primecap Management Co | 16,000 | $5.32M | 0.00% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,900 | $5.29M | 0.05% | −1,100−6.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,757 | $5.24M | 0.04% | +26+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 15,088 | $5.02M | 0.03% | +462+3.2% | Added |
| DnB Asset Management AS | 15,079 | $5.02M | 0.02% | +729+5.1% | Added |