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 |
|---|---|---|---|---|---|
| Hallmark Capital Management Inc | 2,184 | $726.6K | 0.05% | +189+9.5% | Added |
| Davenport & Co LLC | 2,166 | $720.6K | 0.00% | +91+4.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,164 | $720.0K | 0.00% | −3,192−59.6% | Reduced |
| Toroso Investments, LLC | 2,144 | $713.3K | 0.00% | −75−3.4% | Reduced |
| Concorde Asset Management, LLC | 2,280 | $711.6K | 0.30% | +2,280 | New |
| Heritage Family Offices, LLP | 2,118 | $704.8K | 0.33% | −151−6.7% | Reduced |
| E. Ohman J:or Asset Management AB | 2,100 | $698.6K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 2,097 | $697.7K | 0.05% | −54−2.5% | Reduced |
| Stratos Wealth Partners, LTD. | 2,096 | $697.4K | 0.01% | −24−1.1% | Reduced |
| Gladstone Institutional Advisory LLC | 2,089 | $695.1K | 0.03% | +235+12.7% | Added |
| Mount Yale Investment Advisors, LLC | 2,069 | $688.4K | 0.05% | −1,286−38.3% | Reduced |
| Everpar Advisors LLC | 2,046 | $680.7K | 0.27% | −155−7.0% | Reduced |
| Snowden Capital Advisors LLC | 2,012 | $669.4K | 0.02% | −128−6.0% | Reduced |
| Spire Wealth Management | 2,006 | $667.5K | 0.02% | +10.0% | Added |
| Shell Asset Management Co | 2,006 | $667.0K | 0.07% | −1,097−35.4% | Reduced |
| Headlands Technologies LLC | 2,000 | $665.4K | 0.05% | +2,000 | New |
| Sowell Financial Services LLC | 1,977 | $657.7K | 0.03% | −800−28.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,944 | $646.7K | 0.02% | +1,324+213.5% | Added |
| Sequoia Financial Advisors, LLC | 1,937 | $644.4K | 0.00% | +265+15.8% | Added |
| Natixis | 1,933 | $643.1K | 0.00% | +1,089+129.0% | Added |
| Peak Financial Advisors LLC | 1,924 | $640.1K | 0.31% | +692+56.2% | Added |
| Blair William & Co | 1,922 | $639.5K | 0.00% | −8,226−81.1% | Reduced |
| RSM US Wealth Management LLC | 1,911 | $635.8K | 0.01% | −2,128−52.7% | Reduced |
| NBC Securities, Inc. | 1,904 | $633.4K | 0.05% | −176−8.5% | Reduced |
| Advisors Asset Management, Inc. | 1,893 | $629.8K | 0.01% | +51+2.8% | Added |
| Lido Advisors, LLC | 1,845 | $614.2K | 0.00% | −639−25.7% | Reduced |
| Vise Technologies, Inc. | 1,838 | $611.3K | 0.02% | −283−13.3% | Reduced |
| Retirement Planning Group | 1,820 | $605.5K | 0.02% | +1,820 | New |
| Jain Global LLC | 1,788 | $594.9K | 0.01% | −3,004−62.7% | Reduced |
| Gibbs Wealth Management | 1,780 | $592.2K | 0.13% | −372−17.3% | Reduced |
| Cresset Asset Management, LLC | 1,753 | $583.3K | 0.00% | −37−2.1% | Reduced |
| Emerald Advisers, LLC | 1,746 | $580.9K | 0.02% | −254−12.7% | Reduced |
| Boothbay Fund Management, LLC | 1,735 | $577.2K | 0.01% | +1,735 | New |
| Compton Financial Group, LLC | 1,731 | $575.9K | 0.14% | +1,731 | New |
| Strategic Financial Concepts, LLC | 1,731 | $575.9K | 0.08% | +1,731 | New |
| Farringdon Capital, Ltd. | 1,722 | $572.9K | 0.15% | +811+89.0% | Added |
| Yousif Capital Management, LLC | 1,706 | $567.6K | 0.01% | −97−5.4% | Reduced |
| Sanchez Wealth Management Group | 1,691 | $562.4K | 0.12% | +2+0.1% | Added |
| Prudential PLC | 1,681 | $559.3K | 0.00% | −5,620−77.0% | Reduced |
| Sherbrooke Park Advisers LLC | 1,677 | $557.9K | 0.26% | +624+59.3% | Added |
| Hamilton Capital Partners Inc. | 1,664 | $553.6K | 0.02% | +30+1.8% | Added |
| Magnolia Private Wealth, LLC | 1,657 | $551.3K | 0.40% | −5−0.3% | Reduced |
| Benjamin Edwards Inc | 1,657 | $551.2K | 0.01% | +163+10.9% | Added |
| Quadrant Capital Group LLC | 1,640 | $545.6K | 0.02% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,581 | $526.0K | 0.10% | +43+2.8% | Added |
| Potentia Wealth | 1,579 | $525.2K | 0.20% | +1+0.1% | Added |
| Applied Finance Capital Management, LLC | 1,573 | $523.3K | 0.04% | −312−16.6% | Reduced |
| Pennsylvania Capital Management Inc | 1,572 | $523.0K | 0.15% | 00.0% | Unchanged |
| Wealth Alliance | 1,570 | $522.4K | 0.05% | −146−8.5% | Reduced |
| Stephens Inc | 1,570 | $522.3K | 0.01% | −126−7.4% | Reduced |
| CWM, LLC | 1,569 | $522.0K | 0.00% | −277−15.0% | Reduced |
| XML Financial, LLC | 1,569 | $522.0K | 0.04% | −427−21.4% | Reduced |
| Wedmont Private Capital | 1,633 | $518.2K | 0.02% | +8+0.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,550 | $515.7K | 0.00% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 1,545 | $513.9K | 0.11% | +2+0.1% | Added |
| MONECO Advisors, LLC | 1,544 | $513.5K | 0.04% | −41−2.6% | Reduced |
| Assetmark, Inc | 1,537 | $511.4K | 0.00% | +72+4.9% | Added |
| Quantitative Investment Management, LLC | 1,523 | $506.0K | 0.07% | +1,523 | New |
| Severin Investments, LLC | 1,510 | $502.4K | 0.45% | +1,510 | New |
| Coldstream Capital Management Inc | 1,498 | $498.4K | 0.01% | −199−11.7% | Reduced |
| Nomura Holdings Inc | 1,497 | $498.0K | 0.00% | +915+157.2% | Added |
| Pettee Investors, Inc. | 1,490 | $495.7K | 0.27% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 1,482 | $493.0K | 0.08% | +1,482 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,473 | $490.1K | 0.00% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 1,459 | $485.4K | 0.29% | +1,459 | New |
| Thrive Wealth Management, LLC | 1,452 | $483.1K | 0.07% | −8−0.5% | Reduced |
| Advisor OS, LLC | 1,439 | $478.9K | 0.04% | −257−15.2% | Reduced |
| Keybank National Association | 1,437 | $478.1K | 0.00% | +185+14.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,400 | $465.8K | 0.05% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,400 | $465.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,398 | $465.0K | 0.01% | −43−3.0% | Reduced |
| Spahn Wealth & Retirement LLC | 1,386 | $461.1K | 0.27% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,381 | $459.5K | 0.06% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 1,365 | $454.3K | 0.05% | +597+77.7% | Added |
| Gilbert & Cook, Inc. | 1,356 | $451.1K | 0.06% | +262+23.9% | Added |
| Optimize Financial Inc | 1,356 | $451.1K | 0.23% | +1,356 | New |
| Bridges Investment Management Inc | 1,344 | $447.1K | 0.01% | +149+12.5% | Added |
| Axxcess Wealth Management, LLC | 1,343 | $446.7K | 0.01% | −807−37.5% | Reduced |
| Sagespring Wealth Partners, LLC | 1,330 | $442.4K | 0.01% | −84−5.9% | Reduced |
| Voleon Capital Management LP | 1,315 | $437.5K | 0.01% | +607+85.7% | Added |
| AXA Investment Managers S.A. | 1,261 | $419.5K | 0.00% | +1,261 | New |
| Cynosure Management, LLC | 1,257 | $418.2K | 0.05% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,255 | $417.5K | 0.01% | +1,255 | New |
| Brighton Jones LLC | 1,230 | $409.2K | 0.01% | +31+2.6% | Added |
| Apollon Wealth Management, LLC | 1,225 | $407.5K | 0.01% | −433−26.1% | Reduced |
| RMR Wealth Builders | 1,214 | $403.9K | 0.03% | +1,214 | New |
| Pensionmark Financial Group, LLC | 1,210 | $402.6K | 0.01% | −190−13.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,200 | $399.2K | 0.02% | −7−0.6% | Reduced |
| RiverGlades Family Offices LLC | 1,200 | $399.2K | 0.24% | +100+9.1% | Added |
| Wetherby Asset Management Inc | 1,190 | $395.9K | 0.02% | +53+4.7% | Added |
| Transcend Wealth Collective, LLC | 1,189 | $395.6K | 0.03% | +88+8.0% | Added |
| SFG Wealth Management, LLC. | 1,186 | $394.6K | 0.17% | 00.0% | Unchanged |
| Old National Bancorp | 1,179 | $392.2K | 0.01% | −477−28.8% | Reduced |
| Jump Financial, LLC | 1,174 | $390.6K | 0.00% | −2,126−64.4% | Reduced |
| Lifestyle Asset Management, Inc. | 1,157 | $384.9K | 0.13% | +75+6.9% | Added |
| Panagora Asset Management Inc | 1,150 | $382.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,123 | $382.3K | 0.00% | +369+48.9% | Added |
| Venturi Wealth Management, LLC | 1,146 | $381.3K | 0.02% | −547−32.3% | Reduced |
| WJ Wealth Management, LLC | 1,000 | $377.3K | 0.17% | −1,000−50.0% | Reduced |
| Siemens Fonds Invest GmbH | 1,120 | $372.6K | 0.02% | 00.0% | Unchanged |