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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 477 | $158.7K | 0.00% | −308−39.2% | Reduced |
| LRI Investments, LLC | 449 | $149.5K | 0.01% | −149−24.9% | Reduced |
| Penserra Capital Management LLC | 436 | $145.0K | 0.00% | +5+1.2% | Added |
| Keystone Financial Group | 407 | $135.4K | 0.01% | +407 | New |
| Gables Capital Management Inc. | 400 | $133.1K | 0.06% | 00.0% | Unchanged |
| Central Trust Co | 358 | $119.1K | 0.00% | +1+0.3% | Added |
| Smartleaf Asset Management LLC | 346 | $117.8K | 0.01% | +204+143.7% | Added |
| Covestor Ltd | 343 | $114.0K | 0.06% | +80+30.4% | Added |
| Aster Capital Management (DIFC) Ltd | 319 | $106.1K | 0.05% | +108+51.2% | Added |
| Arlington Trust Co LLC | 315 | $104.8K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 312 | $103.8K | 0.05% | −4−1.3% | Reduced |
| NBT Bank N A | 333 | $98.5K | 0.01% | +37+12.5% | Added |
| Graney & King, LLC | 285 | $94.9K | 0.07% | +146+105.0% | Added |
| Ronald Blue Trust, Inc. | 270 | $89.8K | 0.00% | −1,105−80.4% | Reduced |
| Ameliora Wealth Management Ltd. | 265 | $88.2K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 264 | $87.8K | 0.00% | −164−38.3% | Reduced |
| Compass Financial Services Inc | 246 | $81.7K | 0.04% | +1+0.4% | Added |
| Quantbot Technologies LP | 242 | $80.5K | 0.00% | −2,999−92.5% | Reduced |
| Bryn Mawr Trust Co | 235 | $78.2K | 0.00% | −2,183−90.3% | Reduced |
| State of Wyoming | 226 | $75.2K | 0.01% | −1,037−82.1% | Reduced |
| Leonteq Securities AG | 204 | $67.9K | 0.00% | −12−5.6% | Reduced |
| Cetera Trust Company, N.A | 200 | $66.5K | 0.04% | −1,010−83.5% | Reduced |
| First Horizon Corp | 192 | $63.9K | 0.00% | +192 | New |
| Harbor Asset Planning, Inc. | 187 | $62.3K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 182 | $61.0K | 0.00% | +40+28.2% | Added |
| Loomis Sayles & Co L P | 183 | $60.9K | 0.00% | +183 | New |
| Jackson, Grant Investment Advisers, Inc. | 181 | $60.2K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 187 | $59.3K | 0.00% | −6−3.1% | Reduced |
| TruNorth Capital Management, LLC | 163 | $54.2K | 0.01% | +163 | New |
| Atlantic Union Bankshares Corp | 160 | $53.2K | 0.00% | −15−8.6% | Reduced |
| Smithfield Trust Co | 154 | $51.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 148 | $49.3K | 0.00% | −153−50.8% | Reduced |
| Parkside Financial Bank & Trust | 147 | $48.9K | 0.00% | +7+5.0% | Added |
| Versant Capital Management, Inc | 147 | $48.9K | 0.01% | −97−39.8% | Reduced |
| MCF Advisors LLC | 138 | $45.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 135 | $44.9K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $39.9K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 108 | $35.9K | 0.01% | −300−73.5% | Reduced |
| Clark Wealth Partners | 100 | $35.7K | 0.02% | −40−28.6% | Reduced |
| TCTC Holdings, LLC | 104 | $34.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $33.5K | 0.01% | +100 | New |
| Boreal Capital Management LLC | 100 | $33.3K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 97 | $32.3K | 0.00% | −4−4.0% | Reduced |
| Ossiam | 95 | $31.6K | 0.00% | −168−63.9% | Reduced |
| Maseco LLP | 91 | $30.4K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 90 | $29.9K | 0.00% | +8+9.8% | Added |
| Millstone Evans Group, LLC | 88 | $29.3K | 0.02% | +24+37.5% | Added |
| Private Trust Co NA | 87 | $28.9K | 0.00% | −17−16.3% | Reduced |
| Eastern Bank | 86 | $28.6K | 0.00% | +36+72.0% | Added |
| IAG Wealth Partners, LLC | 84 | $27.8K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 81 | $26.9K | 0.00% | +73+912.5% | Added |
| Bank of Jackson Hole Trust | 81 | $26.9K | 0.01% | +22+37.3% | Added |
| Chung Wu Investment Group, LLC | 80 | $26.6K | 0.02% | +80 | New |
| Massmutual Trust Co FSB | 79 | $26.3K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 76 | $25.3K | 0.01% | −1−1.3% | Reduced |
| Salomon & Ludwin, LLC | 74 | $23.3K | 0.00% | +74 | New |
| Osterweis Capital Management Inc | 70 | $23.3K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 72 | $23.0K | 0.00% | +4+5.9% | Added |
| JFS Wealth Advisors, LLC | 67 | $22.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 65 | $21.6K | 0.00% | +3+4.8% | Added |
| Pinnacle Bancorp, Inc. | 63 | $21.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 61 | $20.3K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 57 | $19.0K | 0.00% | +57 | New |
| SBI Securities Co., Ltd. | 57 | $19.0K | 0.00% | −23−28.7% | Reduced |
| N.E.W. Advisory Services LLC | 54 | $18.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 51 | $16.9K | 0.00% | +50+5,000.0% | Added |
| Tidemark, LLC | 50 | $16.6K | 0.00% | −34−40.5% | Reduced |
| WealthCollab, LLC | 50 | $16.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $16.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 50 | $16.0K | 0.00% | +50 | New |
| Plante Moran Financial Advisors, LLC | 48 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $15.6K | 0.00% | −14−23.0% | Reduced |
| Fourth Dimension Wealth, LLC | 47 | $15.6K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 45 | $15.0K | 0.01% | −45−50.0% | Reduced |
| Raiffeisen Bank International AG | 43 | $14.6K | 0.00% | −842−95.1% | Reduced |
| Johnson Financial Group, Inc. | 44 | $14.6K | 0.00% | +44 | New |
| Kerr Financial Planning Corp | 40 | $14.6K | 0.02% | +40 | New |
| Wolff Wiese Magana LLC | 42 | $14.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 39 | $13.0K | 0.00% | −2,358−98.4% | Reduced |
| Montag A & Associates Inc | 37 | $12.3K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 35 | $11.6K | 0.00% | −1−2.8% | Reduced |
| High Note Wealth, LLC | 34 | $11.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 32 | $10.8K | 0.00% | +5+18.5% | Added |
| Atlantic Trust, LLC | 31 | $10.3K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 31 | $10.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 31 | $10.3K | 0.00% | +9+40.9% | Added |
| Heartwood Wealth Advisors LLC | 31 | $10.3K | 0.00% | +31 | New |
| Center for Financial Planning, Inc. | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 30 | $9.98K | 0.00% | +13+76.5% | Added |
| GPS Wealth Strategies Group, LLC | 30 | $9.98K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 28 | $9.31K | 0.00% | +1+3.7% | Added |
| Operose Advisors LLC | 27 | $8.98K | 0.00% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 27 | $8.98K | 0.00% | +27 | New |
| Chilton Capital Management LLC | 26 | $8.65K | 0.00% | +26 | New |
| Geneos Wealth Management Inc. | 24 | $7.99K | 0.00% | −99−80.5% | Reduced |
| Concord Wealth Partners | 24 | $7.99K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 23 | $7.65K | 0.00% | +15+187.5% | Added |
| Global X Japan Co., Ltd. | 22 | $7.32K | 0.00% | −8−26.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 19 | $7.00K | 0.00% | +19 | New |
| Meeder Asset Management Inc | 21 | $6.99K | 0.00% | −3,275−99.4% | Reduced |