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 |
|---|---|---|---|---|---|
| Commerce Bank | 14,946 | $4.97M | 0.03% | −210−1.4% | Reduced |
| Tocqueville Asset Management L.P. | 14,863 | $4.94M | 0.07% | −3,856−20.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,788 | $4.91M | 0.03% | +1,273+9.4% | Added |
| Robeco Institutional Asset Management B.V. | 14,470 | $4.81M | 0.01% | +2,251+18.4% | Added |
| Silvant Capital Management LLC | 14,345 | $4.77M | 0.17% | −1,356−8.6% | Reduced |
| Oppenheimer Asset Management Inc. | 14,134 | $4.70M | 0.05% | +1,084+8.3% | Added |
| Iridian Asset Management LLC | 13,847 | $4.61M | 1.81% | −90−0.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,775 | $4.58M | 0.09% | +13,775 | New |
| Advisor Group Holdings, Inc. | 12,910 | $4.57M | 0.01% | −174−1.3% | Reduced |
| Tobam | 13,648 | $4.54M | 1.65% | +1,895+16.1% | Added |
| TD Private Client Wealth LLC | 13,455 | $4.48M | 0.10% | −779−5.5% | Reduced |
| Voya Investment Management LLC | 13,372 | $4.45M | 0.00% | −28,957−68.4% | Reduced |
| Toronto Dominion Bank | 13,186 | $4.39M | 0.01% | −1,372−9.4% | Reduced |
| Utah Retirement Systems | 13,169 | $4.38M | 0.04% | +629+5.0% | Added |
| KBC Group NV | 12,934 | $4.30M | 0.01% | −1,427−9.9% | Reduced |
| HighTower Advisors, LLC | 12,863 | $4.28M | 0.00% | −156−1.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 12,845 | $4.27M | 0.03% | +751+6.2% | Added |
| CIBC Private Wealth Group, LLC | 12,530 | $4.17M | 0.01% | −273−2.1% | Reduced |
| Swiss Life Asset Management Ltd | 12,391 | $4.12M | 0.02% | −5,565−31.0% | Reduced |
| Otter Creek Advisors, LLC | 12,365 | $4.11M | 4.08% | −328−2.6% | Reduced |
| Daiwa Securities Group Inc. | 11,805 | $3.93M | 0.01% | −1,416−10.7% | Reduced |
| British Columbia Investment Management Corp | 11,494 | $3.82M | 0.02% | −1,087−8.6% | Reduced |
| Cornerstone Wealth Management, LLC | 11,489 | $3.82M | 0.21% | +21+0.2% | Added |
| Genus Capital Management Inc. | 11,462 | $3.81M | 0.44% | +35+0.3% | Added |
| Catalyst Funds Management Pty Ltd | 11,400 | $3.79M | 0.58% | +7,400+185.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,869 | $3.62M | 0.01% | +2,297+26.8% | Added |
| United Asset Strategies, Inc. | 10,721 | $3.57M | 0.29% | −128−1.2% | Reduced |
| Summit Trail Advisors, LLC | 10,375 | $3.45M | 0.05% | +3,791+57.6% | Added |
| Anchor Investment Management, LLC | 10,269 | $3.42M | 0.28% | −89−0.9% | Reduced |
| Nissay Asset Management Corp | 10,123 | $3.37M | 0.02% | +183+1.8% | Added |
| Retirement Capital Strategies | 10,041 | $3.34M | 1.28% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 9,836 | $3.27M | 0.02% | −236−2.3% | Reduced |
| Oliver Luxxe Assets LLC | 9,565 | $3.18M | 0.50% | +480+5.3% | Added |
| Beacon Investment Advisors LLC | 9,360 | $3.11M | 1.27% | +17+0.2% | Added |
| Oak Thistle LLC | 9,306 | $3.10M | 0.47% | +9,306 | New |
| Greenleaf Trust | 9,262 | $3.08M | 0.03% | −25−0.3% | Reduced |
| Kerusso Capital Management LLC | 9,190 | $3.06M | 1.88% | −547−5.6% | Reduced |
| Commonwealth Equity Services, LLC | 9,108 | $3.03M | 0.00% | −2,023−18.2% | Reduced |
| OP Asset Management Ltd | 8,913 | $2.97M | 0.04% | +476+5.6% | Added |
| JustInvest LLC | 8,906 | $2.96M | 0.03% | −257−2.8% | Reduced |
| Jefferies Financial Group Inc. | 8,881 | $2.95M | 0.03% | +8,000+908.1% | Added |
| DekaBank Deutsche Girozentrale | 8,718 | $2.95M | 0.00% | 00.0% | Unchanged |
| F/M Investments LLC | 8,767 | $2.92M | 0.11% | −279−3.1% | Reduced |
| Dynasty Wealth Management, LLC | 8,748 | $2.91M | 0.04% | +3,313+61.0% | Added |
| Coppell Advisory Solutions LLC | 8,503 | $2.90M | 0.31% | +1,401+19.7% | Added |
| Flynn Zito Capital Management, LLC | 8,655 | $2.88M | 1.06% | +21+0.2% | Added |
| Prana Capital Management, LP | 8,607 | $2.86M | 0.10% | +4,410+105.1% | Added |
| Annex Advisory Services, LLC | 8,405 | $2.80M | 0.06% | −383−4.4% | Reduced |
| Tredje AP-fonden | 8,383 | $2.79M | 0.02% | +1,842+28.2% | Added |
| Stenger Family Office, LLC | 8,112 | $2.79M | 0.59% | +1,123+16.1% | Added |
| Rakuten Investment Management, Inc. | 14,919 | $2.77M | 0.01% | +14,919 | New |
| Wealth Enhancement Advisory Services, LLC | 8,355 | $2.65M | 0.00% | −654−7.3% | Reduced |
| Catalyst Capital Advisors LLC | 7,960 | $2.65M | 0.05% | +950+13.6% | Added |
| TT International Asset Management LTD | 7,944 | $2.64M | 0.51% | +2,822+55.1% | Added |
| Caldwell Trust Co | 7,928 | $2.64M | 0.25% | −210−2.6% | Reduced |
| Creative Planning | 7,747 | $2.58M | 0.00% | +622+8.7% | Added |
| Omers Administration Corp | 7,732 | $2.57M | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,702 | $2.56M | 0.02% | +88+1.2% | Added |
| Hennessy Advisors Inc | 7,700 | $2.56M | 0.09% | +100+1.3% | Added |
| Federated Hermes, Inc. | 7,678 | $2.55M | 0.00% | −3,293−30.0% | Reduced |
| HM Payson & Co | 7,655 | $2.55M | 0.04% | +94+1.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 7,606 | $2.53M | 0.09% | −381−4.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,517 | $2.50M | 0.01% | −587−7.2% | Reduced |
| Amalgamated Bank | 7,487 | $2.49M | 0.02% | +408+5.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,474 | $2.49M | 0.07% | −474−6.0% | Reduced |
| Public Employees Retirement Association of Colorado | 7,468 | $2.48M | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,433 | $2.47M | 0.00% | −2,578−25.8% | Reduced |
| Brinker Capital Investments, LLC | 7,380 | $2.46M | 0.02% | −1,417−16.1% | Reduced |
| Van Eck Associates Corp | 7,335 | $2.44M | 0.00% | −973−11.7% | Reduced |
| Nordea Investment Management AB | 7,273 | $2.43M | 0.00% | +587+8.8% | Added |
| Brevan Howard Capital Management LP | 7,198 | $2.39M | 0.03% | +2,881+66.7% | Added |
| Candriam Luxembourg S.C.A. | 7,166 | $2.38M | 0.01% | +295+4.3% | Added |
| South Dakota Investment Council | 7,147 | $2.38M | 0.05% | +7,147 | New |
| Allworth Financial LP | 7,044 | $2.34M | 0.01% | −31−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 7,043 | $2.34M | 0.00% | +567+8.8% | Added |
| Laurion Capital Management LP | 7,000 | $2.33M | 0.32% | +354+5.3% | Added |
| Garrett Investment Advisors LLC | 6,958 | $2.31M | 0.19% | +114+1.7% | Added |
| Sterling Capital Management LLC | 6,946 | $2.31M | 0.03% | −8,085−53.8% | Reduced |
| CIBC World Markets Inc. | 6,738 | $2.24M | 0.00% | −6,080−47.4% | Reduced |
| Jackson Wealth Management, LLC | 6,670 | $2.22M | 0.22% | +749+12.6% | Added |
| EFG Asset Management (North America) Corp. | 6,642 | $2.21M | 0.29% | +721+12.2% | Added |
| James Investment Research Inc | 6,591 | $2.19M | 0.24% | −4−0.1% | Reduced |
| Morningstar Investment Management LLC | 6,583 | $2.19M | 0.08% | +6,583 | New |
| Wolverine Trading, LLC | 6,333 | $2.16M | 0.04% | +3,257+105.9% | Added |
| Credit Agricole S A | 6,377 | $2.12M | 0.01% | +6,377 | New |
| King Luther Capital Management Corp | 6,358 | $2.12M | 0.01% | −8−0.1% | Reduced |
| Baird Financial Group, Inc. | 6,279 | $2.09M | 0.00% | +220+3.6% | Added |
| K2 Principal Fund, L.P. | 6,115 | $2.03M | 0.21% | +6,115 | New |
| Sterling Group Wealth Management, LLC | 5,967 | $1.99M | 0.98% | 00.0% | Unchanged |
| Munich Reinsurance Co Stock Corp in Munich | 5,936 | $1.97M | 0.05% | +5,936 | New |
| SG Americas Securities, LLC | 5,787 | $1.93M | 0.01% | −44,296−88.4% | Reduced |
| Ethic Inc. | 5,760 | $1.92M | 0.03% | −852−12.9% | Reduced |
| Intech Investment Management LLC | 5,753 | $1.91M | 0.02% | +1,620+39.2% | Added |
| Allianz Asset Management GmbH | 5,627 | $1.87M | 0.00% | −40,358−87.8% | Reduced |
| Avanza Fonder AB | 5,607 | $1.87M | 0.05% | 00.0% | Unchanged |
| Future Fund LLC | 5,599 | $1.86M | 0.66% | +595+11.9% | Added |
| Mutual of America Capital Management LLC | 5,568 | $1.85M | 0.02% | +2,997+116.6% | Added |
| Gradient Investments LLC | 5,540 | $1.84M | 0.03% | −345−5.9% | Reduced |
| Coastal Bridge Advisors, LLC | 5,444 | $1.81M | 0.14% | −48−0.9% | Reduced |
| Neuberger Berman Group LLC | 5,354 | $1.78M | 0.00% | −139,226−96.3% | Reduced |