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, Q4 2025
Institutional positions in LPL Financial Holdings Inc. as of Dec 31, 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
- 826
- +78 vs. Q3 2025
- Shares held
- 81.4M
- +2.81M (+3.6%) vs. Q3 2025
- Total value
- $29.0B
- +$2.92B (+11.2%) vs. Q3 2025
- New holders
- 160
- 258 more added
- Sold out
- 82
- 275 more reduced
11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,148,558 | $2.91B | 0.04% | −155,210−1.9% | Reduced |
| BlackRock, Inc. | 4,989,024 | $1.78B | 0.03% | +12,507+0.3% | Added |
| Dodge & Cox | 3,948,970 | $1.41B | 0.76% | +619,715+18.6% | Added |
| Massachusetts Financial Services Co | 3,719,447 | $1.33B | 0.43% | +477,094+14.7% | Added |
| Capital World Investors | 3,625,357 | $1.29B | 0.18% | +996,806+37.9% | Added |
| Boston Partners | 3,550,318 | $1.27B | 1.31% | −119,008−3.2% | Reduced |
| Janus Henderson Group PLC | 3,377,553 | $1.21B | 0.54% | +280,202+9.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,298,547 | $821.0M | 2.20% | −184,068−7.4% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,074,948 | $741.1M | 5.44% | −180,766−8.0% | Reduced |
| Principal Financial Group Inc | 1,934,483 | $691.0M | 0.35% | −35,538−1.8% | Reduced |
| State Street Corp | 1,843,135 | $658.3M | 0.02% | +14,680+0.8% | Added |
| Morgan Stanley | 1,763,263 | $629.8M | 0.04% | +283,612+19.2% | Added |
| WCM Investment Management, LLC | 1,721,473 | $619.3M | 1.28% | −21,518−1.2% | Reduced |
| Samlyn Capital, LLC | 1,579,259 | $564.1M | 9.00% | +232,765+17.3% | Added |
| Geode Capital Management, LLC | 1,554,814 | $553.9M | 0.03% | +11,556+0.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,261,285 | $450.5M | 1.50% | +1,261,285 | New |
| Alliancebernstein L.P. | 1,199,344 | $428.4M | 0.14% | +635,129+112.6% | Added |
| JPMorgan Chase & Co | 1,197,366 | $427.7M | 0.03% | +258,611+27.5% | Added |
| Norges Bank | 1,040,445 | $371.6M | 0.04% | +1,040,445 | New |
| SurgoCap Partners LP | 995,000 | $355.4M | 9.84% | +722+0.1% | Added |
| Bank of America Corp | 796,171 | $284.4M | 0.02% | −81,861−9.3% | Reduced |
| Dimensional Fund Advisors LP | 788,342 | $281.6M | 0.06% | −59,474−7.0% | Reduced |
| Darlington Partners Capital Management, LP | 783,006 | $279.7M | 11.19% | −2,731−0.3% | Reduced |
| Raymond James Financial Inc | 729,567 | $261.7M | 0.08% | −94,700−11.5% | Reduced |
| FMR LLC | 664,979 | $237.5M | 0.01% | −456,944−40.7% | Reduced |
| APG Asset Management N.V. | 743,717 | $226.2M | 0.64% | −23,616−3.1% | Reduced |
| TD Asset Management Inc | 633,192 | $226.2M | 0.18% | −58,510−8.5% | Reduced |
| Westfield Capital Management Co LP | 625,562 | $223.4M | 0.93% | +50,100+8.7% | Added |
| UBS Asset Management Americas Inc | 581,924 | $207.8M | 0.04% | −7,567−1.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 559,951 | $200.0M | 1.59% | +6,630+1.2% | Added |
| Northern Trust Corp | 515,460 | $184.1M | 0.02% | −16,842−3.2% | Reduced |
| Invesco Ltd. | 514,687 | $183.8M | 0.02% | −24,757−4.6% | Reduced |
| Third Point LLCSuperinvestorThird Point | 510,000 | $182.2M | 2.50% | −84,143−14.2% | Reduced |
| Van Eck Associates Corp | 493,788 | $176.4M | 0.15% | +486,453+6,631.9% | Added |
| Wells Fargo & Company | 486,928 | $173.9M | 0.03% | −76,685−13.6% | Reduced |
| Epoch Investment Partners, Inc. | 462,450 | $165.2M | 0.94% | −20,248−4.2% | Reduced |
| American Century Companies Inc | 455,761 | $162.8M | 0.08% | +28,127+6.6% | Added |
| Azora Capital LP | 448,189 | $160.1M | 10.08% | +94,833+26.8% | Added |
| Railway Pension Investments Ltd | 445,280 | $159.0M | 1.87% | +81,880+22.5% | Added |
| Eminence Capital, LP | 441,845 | $157.8M | 2.50% | −145,779−24.8% | Reduced |
| UBS Group AG | 428,755 | $153.1M | 0.03% | +92,627+27.6% | Added |
| Charles Schwab Investment Management Inc | 418,574 | $149.5M | 0.02% | +13,422+3.3% | Added |
| Fairview Capital Investment Management, LLC | 413,744 | $147.8M | 7.59% | −24,161−5.5% | Reduced |
| First Pacific Advisors, LP | 387,412 | $138.4M | 1.82% | −56,091−12.6% | Reduced |
| Cantillon Capital Management LLC | 369,068 | $131.8M | 0.71% | +369,068 | New |
| Legal & General Group Plc | 368,301 | $131.5M | 0.03% | +32,932+9.8% | Added |
| Bank of New York Mellon Corp | 365,384 | $130.5M | 0.02% | −87,090−19.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 363,462 | $129.8M | 0.22% | +52,530+16.9% | Added |
| Holocene Advisors, LP | 362,364 | $129.4M | 0.27% | +63,491+21.2% | Added |
| Citadel Advisors LLC | 356,446 | $127.3M | 0.09% | −27,905−7.3% | Reduced |
| Envestnet Asset Management Inc | 352,940 | $126.1M | 0.04% | −44,415−11.2% | Reduced |
| Nomura Asset Management International Inc. | 328,926 | $117.5M | 0.18% | +328,926 | New |
| Millennium Management LLC | 304,710 | $108.8M | 0.08% | −748,458−71.1% | Reduced |
| Clarkston Capital Partners, LLC | 301,484 | $107.7M | 2.49% | −197,149−39.5% | Reduced |
| Price T Rowe Associates Inc | 289,691 | $103.5M | 0.01% | +18,678+6.9% | Added |
| Goldman Sachs Group Inc | 279,485 | $99.8M | 0.01% | −6,121−2.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 259,070 | $92.5M | 0.98% | −6,896−2.6% | Reduced |
| Egerton Capital (UK) LLP | 254,813 | $91.0M | 0.99% | +254,813 | New |
| Fort Washington Investment Advisors Inc | 251,397 | $89.8M | 0.48% | +28,253+12.7% | Added |
| Coronation Fund Managers Ltd. | 228,265 | $81.5M | 3.66% | +40,292+21.4% | Added |
| Tremblant Capital Group | 222,165 | $79.4M | 2.02% | +222,165 | New |
| Truist Financial Corp | 206,345 | $73.7M | 0.10% | −3,302−1.6% | Reduced |
| Deutsche Bank AG | 188,100 | $67.2M | 0.02% | +14,892+8.6% | Added |
| Brown Brothers Harriman & Co | 187,084 | $66.8M | 0.36% | −3,274−1.7% | Reduced |
| Stifel Financial Corp | 181,199 | $64.7M | 0.06% | −5,629−3.0% | Reduced |
| Royal Bank of Canada | 180,720 | $64.5M | 0.01% | −112,232−38.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 176,484 | $63.0M | 0.04% | −7,190−3.9% | Reduced |
| Employees Retirement System of Texas | 176,200 | $62.9M | 0.51% | +14,700+9.1% | Added |
| Bamco Inc | 175,245 | $62.6M | 0.17% | −32,652−15.7% | Reduced |
| Amundi | 170,754 | $61.0M | 0.02% | +44,154+34.9% | Added |
| Franklin Resources Inc | 161,772 | $57.8M | 0.01% | −7,015−4.2% | Reduced |
| Ameriprise Financial Inc | 161,410 | $57.6M | 0.01% | +48,778+43.3% | Added |
| Nuveen, LLC | 159,596 | $57.0M | 0.01% | −29,329−15.5% | Reduced |
| California Public Employees Retirement System | 152,668 | $54.5M | 0.03% | −6,847−4.3% | Reduced |
| Wellington Management Group LLP | 148,452 | $53.0M | 0.01% | −11,752−7.3% | Reduced |
| Westwood Holdings Group Inc. | 138,040 | $49.3M | 0.40% | −52,049−27.4% | Reduced |
| LPL Financial LLC | 134,639 | $48.1M | 0.01% | +5,741+4.5% | Added |
| Northwestern Mutual Wealth Management Co | 134,221 | $47.9M | 0.03% | +32,800+32.3% | Added |
| Junto Capital Management LP | 133,828 | $47.8M | 1.07% | −217,382−61.9% | Reduced |
| Jain Global LLC | 131,527 | $47.0M | 0.46% | +129,739+7,256.1% | Added |
| Allspring Global Investments Holdings, LLC | 124,728 | $45.1M | 0.07% | −37,658−23.2% | Reduced |
| National Pension Service | 126,025 | $45.0M | 0.03% | +9,038+7.7% | Added |
| Danske Bank A/S | 124,333 | $44.4M | 0.10% | −7,099−5.4% | Reduced |
| California State Teachers Retirement System | 119,651 | $42.7M | 0.04% | +10.0% | Added |
| Bridgewater Associates, LP | 118,294 | $42.3M | 0.15% | −90,450−43.3% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 114,846 | $41.3M | 0.12% | +114,846 | New |
| Southpoint Capital Advisors LP | 115,000 | $41.1M | 0.95% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 114,060 | $40.7M | 0.06% | +31,460+38.1% | Added |
| SEI Investments Co | 111,807 | $39.9M | 0.04% | −11,928−9.6% | Reduced |
| Jennison Associates LLC | 111,667 | $39.9M | 0.02% | −993,283−89.9% | Reduced |
| Ensign Peak Advisors, Inc | 109,878 | $39.2M | 0.07% | −4,400−3.9% | Reduced |
| Victory Capital Management Inc | 104,453 | $37.3M | 0.02% | −13,704−11.6% | Reduced |
| King Street Capital Management, L.P. | 104,000 | $37.1M | 5.13% | +104,000 | New |
| Family Wealth Partners, LLC | 102,005 | $36.4M | 13.13% | −3,639−3.4% | Reduced |
| Perpetual Ltd | 101,433 | $36.2M | 0.52% | +101,433 | New |
| Rhumbline Advisers | 100,756 | $36.0M | 0.03% | −2,741−2.6% | Reduced |
| Senator Investment Group LP | 100,000 | $35.7M | 1.43% | +100,000 | New |
| Buckingham Strategic Partners | 99,810 | $35.6M | 0.44% | −99,170−49.8% | Reduced |
| Citigroup Inc | 99,156 | $35.4M | 0.02% | −43,629−30.6% | Reduced |
| First Trust Advisors LP | 98,528 | $35.2M | 0.03% | −43,201−30.5% | Reduced |