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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.

Institutional holdersQ3 2025: 759 institutions
Q1 2021: 398 institutionsQ2 2021: 419 institutionsQ3 2021: 423 institutionsQ4 2021: 435 institutionsQ1 2022: 481 institutionsQ2 2022: 534 institutionsQ3 2022: 583 institutionsQ4 2022: 632 institutionsQ1 2023: 615 institutionsQ2 2023: 590 institutionsQ3 2023: 601 institutionsQ4 2023: 621 institutionsQ1 2024: 650 institutionsQ2 2024: 677 institutionsQ3 2024: 646 institutionsQ4 2024: 725 institutionsQ1 2025: 788 institutionsQ2 2025: 802 institutionsQ3 2025: 759 institutionsQ4 2025: 826 institutionsQ1 2026: 769 institutionsQ2 2026: 768 institutions
Value heldQ3 2025: $26.1B
Q1 2021: $11.0BQ2 2021: $10.3BQ3 2021: $12.1BQ4 2021: $12.3BQ1 2022: $14.3BQ2 2022: $15.1BQ3 2022: $17.2BQ4 2022: $16.5BQ1 2023: $15.1BQ2 2023: $15.6BQ3 2023: $17.1BQ4 2023: $16.2BQ1 2024: $19.2BQ2 2024: $20.1BQ3 2024: $16.8BQ4 2024: $23.3BQ1 2025: $25.5BQ2 2025: $29.8BQ3 2025: $26.1BQ4 2025: $29.0BQ1 2026: $24.8BQ2 2026: $23.3B
Institutions holding LPLA and their total value by quarter
QuarterHoldersValue
Q2 2026768$23.3B
Q1 2026769$24.8B
Q4 2025826$29.0B
Q3 2025759$26.1B
Q2 2025802$29.8B
Q1 2025788$25.5B
Q4 2024725$23.3B
Q3 2024646$16.8B
Q2 2024677$20.1B
Q1 2024650$19.2B
Q4 2023621$16.2B
Q3 2023601$17.1B
Q2 2023590$15.6B
Q1 2023615$15.1B
Q4 2022632$16.5B
Q3 2022583$17.2B
Q2 2022534$15.1B
Q1 2022481$14.3B
Q4 2021435$12.3B
Q3 2021423$12.1B
Q2 2021419$10.3B
Q1 2021398$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.

Institutions holding LPLA in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cranbrook Wealth Management, LLC19$6.32K0.00%00.0%Unchanged
JPL Wealth Management, LLC19$6.32K0.00%+19New
Trust Co of Toledo NA19$6.32K0.00%00.0%Unchanged
CNB Bank19$6.32K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC19$6.32K0.00%+19New
DiNuzzo Private Wealth, Inc.17$6.20K0.00%00.0%Unchanged
Palisade Asset Management, LLC18$5.99K0.00%+18New
Group One Trading, L.P.17$5.66K0.00%−47−73.4%Reduced
Sachetta, LLC16$5.32K0.00%00.0%Unchanged
UMA Financial Services, Inc.16$5.32K0.00%+16New
Financial Network Wealth Advisors LLC15$5.00K0.01%00.0%Unchanged
Colonial Trust Advisors15$4.99K0.00%+15New
MV Capital Management, Inc.14$4.66K0.00%00.0%Unchanged
MTM Investment Management, LLC14$4.66K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC13$4.33K0.00%00.0%Unchanged
Activest Wealth Management12$3.99K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC12$3.99K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC12$3.99K0.00%+7+140.0%Added
Steigerwald, Gordon & Koch Inc.12$3.99K0.00%+12New
True Wealth Design, LLC11$3.66K0.00%−1−8.3%Reduced
Rosenberg Matthew Hamilton10$3.33K0.00%00.0%Unchanged
Cromwell Holdings LLC10$3.33K0.00%00.0%Unchanged
Manchester Capital Management LLC10$3.33K0.00%+9+900.0%Added
Cloud Capital Management, LLC12$3.00K0.00%+12New
Armstrong Advisory Group, Inc9$3.00K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC8$2.66K0.00%−10−55.6%Reduced
Quest 10 Wealth Builders, Inc.8$2.66K0.00%+8New
Marquette Asset Management, LLC7$2.33K0.00%+7New
Bellevue Asset Management, LLC7$2.33K0.00%+1+16.7%Added
Brown, Lisle/Cummings, Inc.7$2.23K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC6$2.00K0.00%00.0%Unchanged
Kilter Group LLC6$2.00K0.00%00.0%Unchanged
Rothschild Investment LLC6$2.00K0.00%+2+50.0%Added
Bay Harbor Wealth Management, LLC6$2.00K0.00%+2+50.0%Added
Cherry Tree Wealth Management, LLC5$1.66K0.00%00.0%Unchanged
Rialto Wealth Management, LLC5$1.66K0.00%+2+66.7%Added
Beaird Harris Wealth Management, LLC5$1.66K0.00%+5New
Tortoise Investment Management, LLC5$1.66K0.00%+1+25.0%Added
Aspect Partners, LLC5$1.66K0.00%+5New
HFM Investment Advisors, LLC4$1.33K0.00%−1−20.0%Reduced
Bruce G. Allen Investments, LLC4$1.33K0.00%00.0%Unchanged
Raffa Wealth Management, LLC4$1.33K0.00%+2+100.0%Added
Avion Wealth6$1.00K0.00%−5−45.5%Reduced
Hantz Financial Services, Inc.4$1.00K0.00%+2+100.0%Added
Capital Advisors, Ltd. LLC3$1.00K0.00%00.0%Unchanged
Alerus Financial NA3$9980.00%−7−70.0%Reduced
Principia Wealth Advisory, LLC3$9980.00%00.0%Unchanged
Hughes Financial Services, LLC2$7510.00%00.0%Unchanged
Clearstead Advisors, LLC2$6660.00%−102−98.1%Reduced
Quaker Wealth Management, LLC2$6660.00%00.0%Unchanged
Seneschal Advisors, LLC2$6660.00%+2New
Winnow Wealth LLC2$6660.00%+2New
Pacer Advisors, Inc.2$6650.00%00.0%Unchanged
Rakuten Securities, Inc.2$6650.00%+1+100.0%Added
Dogwood Wealth Management LLC1$3330.00%00.0%Unchanged
IMA Wealth, Inc.1$3330.00%00.0%Unchanged
Davis Capital Management1$3330.00%+1New
Roble, Belko & Company, Inc1$00.00%00.0%Unchanged
Harvest Fund Management Co., Ltd1$00.00%00.0%Unchanged
Erste Asset Management GmbH0$00.00%−1,000−100.0%Sold out
Winslow Capital Management, LLC0$00.00%−1,183,069−100.0%Sold out
Egerton Capital (UK) LLP0$00.00%−832,516−100.0%Sold out
Palestra Capital Management LLC0$00.00%−379,934−100.0%Sold out
Artisan Partners Limited Partnership0$00.00%−367,426−100.0%Sold out
Twinbeech Capital LP0$00.00%−133,319−100.0%Sold out
Moore Capital Management, LP0$00.00%−100,512−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−99,507−100.0%Sold out
Zurich Insurance Group Ltd0$00.00%−99,455−100.0%Sold out
Shellback Capital, LP0$00.00%−76,501−100.0%Sold out
Freestone Grove Partners LP0$00.00%−53,517−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−42,763−100.0%Sold out
Eisler Capital Management Ltd.0$00.00%−41,385−100.0%Sold out
Kames Capital plc0$00.00%−41,058−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−32,000−100.0%Sold out
Thames Capital Management LLC0$00.00%−28,954−100.0%Sold out
Channing Capital Management, LLC0$00.00%−23,552−100.0%Sold out
Castleark Management LLC0$00.00%−22,550−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−22,153−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−16,446−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−16,202−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−14,690−100.0%Sold out
Diversified Trust Co0$00.00%−8,132−100.0%Sold out
Aware Super Pty Ltd as trustee of Aware Super0$00.00%−7,232−100.0%Sold out
AE Wealth Management LLC0$00.00%−7,211−100.0%Sold out
Generali Asset Management SPA SGR0$00.00%−5,955−100.0%Sold out
Northwest & Ethical Investments L.P.0$00.00%−5,460−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−4,766−100.0%Sold out
Winton Group Ltd0$00.00%−4,428−100.0%Sold out
Magnetar Financial LLC0$00.00%−4,421−100.0%Sold out
Sheets Smith Investment Management0$00.00%−4,330−100.0%Sold out
Castle Hook Partners LP0$00.00%−4,046−100.0%Sold out
Machina Capital S.A.S.0$00.00%−2,999−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−2,900−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,838−100.0%Sold out
Friedenthal Financial0$00.00%−2,674−100.0%Sold out
PEAK6 LLC0$00.00%−2,595−100.0%Sold out
Versor Investments LP0$00.00%−2,576−100.0%Sold out
Maltese Capital Management LLC0$00.00%−2,500−100.0%Sold out
Retireful, LLC0$00.00%−2,334−100.0%Sold out
Encompass More Asset Management0$00.00%−2,279−100.0%Sold out