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 |
|---|---|---|---|---|---|
| University of Texas/Texas Am Investment Managment Co | 5,343 | $1.78M | 0.26% | +5,343 | New |
| Independent Advisor Alliance | 5,341 | $1.78M | 0.05% | +1,566+41.5% | Added |
| Manufacturers Life Insurance Company, The | 5,316 | $1.77M | 0.00% | −193,143−97.3% | Reduced |
| Yorktown Management & Research Co Inc | 5,290 | $1.76M | 1.40% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 5,275 | $1.75M | 0.16% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 5,265 | $1.75M | 0.00% | +297+6.0% | Added |
| Dana Investment Advisors, Inc. | 5,264 | $1.75M | 0.05% | +189+3.7% | Added |
| Wealthfront Advisers LLC | 5,123 | $1.70M | 0.00% | +2,243+77.9% | Added |
| United Capital Financial Advisers, LLC | 5,114 | $1.70M | 0.01% | +366+7.7% | Added |
| EFG Asset Management (Americas) Corp. | 5,107 | $1.70M | 0.29% | +469+10.1% | Added |
| MetLife Investment Management | 5,102 | $1.70M | 0.01% | +147+3.0% | Added |
| Kentucky Retirement Systems | 5,003 | $1.66M | 0.05% | −66−1.3% | Reduced |
| TownSquare Capital, LLC | 4,876 | $1.62M | 0.25% | −1,054−17.8% | Reduced |
| Paradigm Asset Management Co LLC | 4,800 | $1.60M | 0.37% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 4,756 | $1.58M | 0.45% | +4,756 | New |
| Shepherd Financial Partners LLC | 4,755 | $1.58M | 0.15% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 4,658 | $1.55M | 0.26% | −1,985−29.9% | Reduced |
| Prudential Financial Inc | 4,658 | $1.55M | 0.00% | +82+1.8% | Added |
| Merit Financial Group, LLC | 4,652 | $1.55M | 0.01% | +931+25.0% | Added |
| Fulton Bank, N.A. | 4,632 | $1.54M | 0.05% | +49+1.1% | Added |
| Federation des caisses Desjardins du Quebec | 4,581 | $1.52M | 0.01% | +1,436+45.7% | Added |
| VestGen Advisors, LLC | 4,431 | $1.47M | 0.05% | −1,088−19.7% | Reduced |
| We Are One Seven, LLC | 4,249 | $1.41M | 0.03% | +435+11.4% | Added |
| Gulf International Bank (UK) Ltd | 4,209 | $1.40M | 0.05% | −56−1.3% | Reduced |
| Bridgeway Capital Management, LLC | 4,200 | $1.40M | 0.03% | −2,640−38.6% | Reduced |
| Kestra Advisory Services, LLC | 4,087 | $1.36M | 0.01% | −434−9.6% | Reduced |
| M&T Bank Corp | 4,067 | $1.35M | 0.00% | −721−15.1% | Reduced |
| Nisa Investment Advisors, LLC | 4,060 | $1.35M | 0.01% | −3,956−49.4% | Reduced |
| Edgestream Partners, L.P. | 4,016 | $1.34M | 0.04% | −14,491−78.3% | Reduced |
| Ostrum Asset Management | 3,964 | $1.32M | 0.06% | +1,352+51.8% | Added |
| Crawford Investment Counsel Inc | 3,888 | $1.29M | 0.02% | +39+1.0% | Added |
| Maryland State Retirement & Pension System | 3,873 | $1.29M | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 3,872 | $1.29M | 0.00% | +915+30.9% | Added |
| Colony Group, LLC | 3,872 | $1.29M | 0.00% | −408−9.5% | Reduced |
| Resources Investment Advisors, LLC. | 3,867 | $1.29M | 0.01% | +76+2.0% | Added |
| IHT Wealth Management, LLC | 3,844 | $1.28M | 0.03% | +488+14.5% | Added |
| Investment Management Corp of Ontario | 3,766 | $1.25M | 0.02% | +1,019+37.1% | Added |
| AG2R la Mondiale Gestion D'Actifs | 3,294 | $1.24M | 0.06% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,703 | $1.23M | 0.07% | +1,063+40.3% | Added |
| Umb Bank N A | 3,629 | $1.21M | 0.02% | −37,548−91.2% | Reduced |
| Park Avenue Securities LLC | 3,605 | $1.20M | 0.01% | −558−13.4% | Reduced |
| GWM Advisors LLC | 3,582 | $1.19M | 0.01% | +176+5.2% | Added |
| Fiduciary Trust Co | 3,523 | $1.17M | 0.01% | +198+6.0% | Added |
| Gateway Investment Advisers LLC | 3,515 | $1.17M | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,511 | $1.17M | 0.02% | +3,320+1,738.2% | Added |
| Gabelli Funds LLC | 3,511 | $1.17M | 0.01% | −1,510−30.1% | Reduced |
| Cannon Global Investment Management, LLC | 3,500 | $1.16M | 2.94% | +3,500 | New |
| Sumitomo Life Insurance Co | 3,480 | $1.16M | 0.04% | −126−3.5% | Reduced |
| Aureus Asset Management, LLC | 3,473 | $1.16M | 0.08% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,457 | $1.15M | 0.00% | +126+3.8% | Added |
| Shelton Wealth Management, LLC | 3,428 | $1.14M | 0.53% | +299+9.6% | Added |
| Schroder Investment Management Group | 3,414 | $1.14M | 0.00% | +508+17.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,403 | $1.13M | 0.00% | +2,303+209.4% | Added |
| Callan Family Office, LLC | 3,385 | $1.13M | 0.04% | −652−16.2% | Reduced |
| LVW Advisors, LLC | 3,365 | $1.12M | 0.12% | −340−9.2% | Reduced |
| SkyView Investment Advisors, LLC | 3,294 | $1.10M | 0.14% | +37+1.1% | Added |
| MAI Capital Management | 3,251 | $1.08M | 0.01% | +298+10.1% | Added |
| CIBC Asset Management Inc | 3,236 | $1.08M | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,232 | $1.07M | 0.04% | −5,597−63.4% | Reduced |
| Mariner, LLC | 3,166 | $1.05M | 0.00% | −8,543−73.0% | Reduced |
| Rockefeller Capital Management L.P. | 3,165 | $1.05M | 0.00% | +3,165 | New |
| HighPoint Advisor Group LLC | 3,120 | $1.04M | 0.05% | +658+26.7% | Added |
| Bank of Nova Scotia | 3,104 | $1.03M | 0.00% | +3,104 | New |
| ASR Vermogensbeheer N.V. | 3,091 | $1.03M | 0.01% | +2+0.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,074 | $1.02M | 0.00% | +329+12.0% | Added |
| XTX Topco Ltd | 3,047 | $1.01M | 0.05% | +3,047 | New |
| Tokio Marine Asset Management Co Ltd | 2,968 | $987.4K | 0.04% | +172+6.2% | Added |
| Allstate Corp | 2,958 | $984.1K | 0.02% | +2,958 | New |
| Central Pacific Bank - Trust Division | 2,880 | $958.1K | 0.12% | −607−17.4% | Reduced |
| Two Sigma Investments, LP | 2,875 | $956.5K | 0.00% | −3,816−57.0% | Reduced |
| CIBC Bancorp USA Inc. | 2,868 | $954.2K | 0.01% | +2,868 | New |
| National Bank of Canada | 2,831 | $941.5K | 0.00% | −16,025−85.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,794 | $929.6K | 0.01% | +539+23.9% | Added |
| OV Management LLC | 2,777 | $923.9K | 0.78% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 2,756 | $917.0K | 0.01% | +821+42.4% | Added |
| Vestcor Inc | 2,689 | $895.0K | 0.03% | −201−7.0% | Reduced |
| Impact Capital Partners LLC | 2,687 | $893.9K | 0.27% | −163−5.7% | Reduced |
| Principal Securities, Inc. | 2,602 | $865.7K | 0.01% | +537+26.0% | Added |
| CAPROCK Group, Inc. | 2,373 | $864.9K | 0.02% | +2,373 | New |
| Inceptionr LLC | 2,555 | $850.0K | 0.21% | −1,058−29.3% | Reduced |
| Tran Capital Management, L.P. | 2,554 | $849.7K | 0.10% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,506 | $833.7K | 0.01% | +97+4.0% | Added |
| Arkadios Wealth Advisors | 2,505 | $833.3K | 0.02% | +904+56.5% | Added |
| Garrett Wealth Advisory Group, LLC | 2,500 | $831.7K | 0.16% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,488 | $827.8K | 0.02% | +7+0.3% | Added |
| Parallel Advisors, LLC | 2,477 | $824.1K | 0.02% | −37−1.5% | Reduced |
| Beacon Pointe Advisors, LLC | 2,472 | $822.2K | 0.01% | +1,021+70.4% | Added |
| Assenagon Asset Management S.A. | 2,403 | $799.5K | 0.00% | +16+0.7% | Added |
| Engineers Gate Manager LP | 2,398 | $797.8K | 0.01% | −38,534−94.1% | Reduced |
| Thrivent Financial for Lutherans | 2,381 | $792.0K | 0.00% | −29−1.2% | Reduced |
| Polymer Capital Management (US) LLC | 2,358 | $784.5K | 0.10% | +2,358 | New |
| Qsemble Capital Management, LP | 2,318 | $771.2K | 0.08% | +694+42.7% | Added |
| Hunting Hill Global Capital, LLC | 2,300 | $765.2K | 0.29% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 2,286 | $760.5K | 0.27% | +2,286 | New |
| Root Financial Partners, LLC | 2,285 | $760.2K | 0.05% | +36+1.6% | Added |
| London Co of Virginia | 2,270 | $755.2K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 2,266 | $753.9K | 0.09% | 00.0% | Unchanged |
| Pitcairn Co | 2,243 | $746.2K | 0.06% | −2,485−52.6% | Reduced |
| Picton Mahoney Asset Management | 2,200 | $732.0K | 0.01% | −79,957−97.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,200 | $731.9K | 0.02% | −297−11.9% | Reduced |