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 |
|---|---|---|---|---|---|
| denkapparat Operations GmbH | 1,118 | $371.9K | 0.24% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,078 | $359.0K | 0.00% | −29−2.6% | Reduced |
| Baader Bank INC | 1,076 | $358.0K | 0.03% | −68−5.9% | Reduced |
| Impact Investors, Inc | 1,071 | $356.3K | 0.23% | −132−11.0% | Reduced |
| Sciencast Management LP | 1,055 | $351.0K | 0.07% | +1,055 | New |
| Insigneo Advisory Services, LLC | 1,054 | $350.5K | 0.02% | −177−14.4% | Reduced |
| Ballentine Partners, LLC | 1,049 | $349.0K | 0.00% | +11+1.1% | Added |
| Forum Financial Management, LP | 1,019 | $339.0K | 0.00% | +3+0.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,000 | $333.0K | 0.16% | +1,000 | New |
| De Burlo Group Inc | 1,000 | $332.7K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 997 | $331.7K | 0.01% | −236−19.1% | Reduced |
| Perigon Wealth Management, LLC | 976 | $324.7K | 0.01% | −3−0.3% | Reduced |
| Fidelis Capital Partners, LLC | 970 | $322.7K | 0.03% | +73+8.1% | Added |
| Norden Group LLC | 953 | $317.1K | 0.03% | +386+68.1% | Added |
| Camden National Bank | 936 | $311.4K | 0.04% | −31−3.2% | Reduced |
| One Wealth Advisors, LLC | 936 | $311.4K | 0.04% | −3−0.3% | Reduced |
| Portside Wealth Group, LLC | 932 | $310.1K | 0.04% | −14−1.5% | Reduced |
| Mather Group, LLC. | 916 | $304.7K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 915 | $304.4K | 0.07% | +185+25.3% | Added |
| IFP Advisors, Inc | 904 | $300.8K | 0.01% | +185+25.7% | Added |
| Metis Global Partners, LLC | 901 | $299.8K | 0.01% | −58−6.0% | Reduced |
| Two Sigma Advisers, LP | 900 | $299.4K | 0.00% | +900 | New |
| Concurrent Investment Advisors, LLC | 885 | $294.5K | 0.01% | −97−9.9% | Reduced |
| TSFG, LLC | 865 | $288.0K | 0.05% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 862 | $286.8K | 0.01% | −1,786−67.4% | Reduced |
| RMB Capital Management, LLC | 857 | $285.1K | 0.01% | −1−0.1% | Reduced |
| Spirepoint Private Client, LLC | 851 | $283.1K | 0.03% | +851 | New |
| Quent Capital, LLC | 844 | $280.6K | 0.02% | +1+0.1% | Added |
| Vontobel Holding Ltd. | 843 | $280.5K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 843 | $280.5K | 0.01% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 839 | $279.1K | 0.01% | +839 | New |
| Huntington National Bank | 821 | $273.1K | 0.00% | +275+50.4% | Added |
| IFG Advisory, LLC | 810 | $269.6K | 0.01% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 809 | $269.1K | 0.59% | +809 | New |
| ZWJ Investment Counsel Inc | 808 | $268.8K | 0.01% | +10+1.3% | Added |
| Integrated Wealth Concepts LLC | 806 | $268.3K | 0.00% | −2,052−71.8% | Reduced |
| Net Worth Advisory Group | 805 | $267.8K | 0.08% | −28−3.4% | Reduced |
| Perennial Investment Advisors, LLC | 802 | $266.9K | 0.02% | −2−0.2% | Reduced |
| Cigna Investments Inc | 786 | $261.0K | 0.04% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 783 | $260.5K | 0.05% | +783 | New |
| Tranquility Partners, LLC | 781 | $259.8K | 0.09% | +60+8.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 781 | $259.8K | 0.02% | +781 | New |
| World Equity Group, Inc. | 780 | $259.3K | 0.06% | −772−49.7% | Reduced |
| Archer Investment Corp | 779 | $259.0K | 0.06% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 775 | $257.8K | 0.09% | +775 | New |
| Systematic Alpha Investments, LLC | 760 | $252.8K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 754 | $250.8K | 0.02% | +754 | New |
| Intrust Bank NA | 747 | $248.5K | 0.02% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 746 | $248.2K | 0.02% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 737 | $245.2K | 0.02% | +86+13.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 735 | $244.5K | 0.01% | −4,689−86.4% | Reduced |
| PUREfi Wealth, LLC | 732 | $243.5K | 0.19% | +33+4.7% | Added |
| Advisory Services Network, LLC | 719 | $239.2K | 0.00% | +159+28.4% | Added |
| Summit Financial, LLC | 717 | $238.5K | 0.00% | +29+4.2% | Added |
| Fundamentun, LLC | 715 | $237.9K | 0.01% | +29+4.2% | Added |
| Institute for Wealth Management, LLC. | 714 | $237.5K | 0.02% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 706 | $234.9K | 0.01% | −12−1.7% | Reduced |
| WoodTrust Financial Corp | 702 | $234.0K | 0.03% | 00.0% | Unchanged |
| One Day In July LLC | 702 | $233.5K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 699 | $232.6K | 0.02% | +5+0.7% | Added |
| Ieq Capital, LLC | 696 | $231.4K | 0.00% | −50−6.7% | Reduced |
| Natural Investments, LLC | 694 | $230.0K | 0.06% | −1−0.1% | Reduced |
| Global Retirement Partners, LLC | 684 | $227.4K | 0.01% | −86−11.2% | Reduced |
| Checchi Capital Advisers, LLC | 682 | $226.9K | 0.02% | +13+1.9% | Added |
| Boston Trust Walden Corp | 680 | $226.2K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 677 | $225.2K | 0.01% | +13+2.0% | Added |
| WSFS Capital Management, LLC | 675 | $224.6K | 0.01% | −169−20.0% | Reduced |
| Crossmark Global Holdings, Inc. | 670 | $222.9K | 0.00% | +4+0.6% | Added |
| Krilogy Financial LLC | 595 | $222.9K | 0.01% | +595 | New |
| Ellevest, Inc. | 667 | $222.0K | 0.03% | −239−26.4% | Reduced |
| Quest Partners LLC | 667 | $221.9K | 0.01% | −1−0.1% | Reduced |
| Genesis Private Wealth, LLC | 667 | $221.9K | 0.09% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 667 | $221.8K | 0.13% | +4+0.6% | Added |
| United Community Bank | 665 | $221.2K | 0.07% | +95+16.7% | Added |
| Drive Wealth Management, LLC | 665 | $221.2K | 0.05% | +15+2.3% | Added |
| Mattson Financial Services, LLC | 658 | $218.9K | 0.05% | +658 | New |
| National Asset Management, Inc. | 654 | $218.2K | 0.01% | −270−29.2% | Reduced |
| Quarry LP | 655 | $217.9K | 0.05% | +655 | New |
| Horizon Wealth Management, LLC | 655 | $217.9K | 0.03% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 678 | $215.0K | 0.07% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 643 | $213.9K | 0.01% | +48+8.1% | Added |
| WP Advisors, LLC | 642 | $213.7K | 0.05% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 636 | $211.6K | 0.03% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 628 | $208.9K | 0.01% | +628 | New |
| GeoWealth Management, LLC | 627 | $208.6K | 0.01% | −28−4.3% | Reduced |
| GAMMA Investing LLC | 627 | $208.6K | 0.01% | +6+1.0% | Added |
| Peapack Gladstone Financial Corp | 624 | $208.0K | 0.00% | +60+10.6% | Added |
| Meadow Creek Wealth Advisors LLC | 620 | $206.7K | 0.14% | −5−0.8% | Reduced |
| Seven Mile Advisory | 616 | $204.8K | 0.03% | +616 | New |
| Personal Cfo Solutions, LLC | 616 | $204.8K | 0.04% | +23+3.9% | Added |
| Rehmann Capital Advisory Group | 614 | $204.4K | 0.01% | +16+2.7% | Added |
| Goldstein Advisors, LLC | 605 | $201.3K | 0.02% | +12+2.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $199.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 576 | $191.6K | 0.03% | +1+0.2% | Added |
| FIL Ltd | 552 | $183.6K | 0.00% | +2+0.4% | Added |
| Farther Finance Advisors, LLC | 523 | $174.0K | 0.00% | +153+41.4% | Added |
| CoreCap Advisors, LLC | 510 | $169.9K | 0.01% | −1,278−71.5% | Reduced |
| Golden State Wealth Management, LLC | 500 | $166.3K | 0.02% | 00.0% | Unchanged |
| Elgethun Capital Management | 493 | $161.2K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 483 | $160.7K | 0.12% | −3−0.6% | Reduced |