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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.

Q4 2025 vs. Q3 2025

How the institutions holding LPL Financial Holdings Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of LPLA: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders75911826+78
Shares78.6M39.1K81.4M+2.81M (+3.6%)
Value$26.1B$13.1M$29.0B+$2.92B (+11.2%)

11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (160)

Institutions that held LPL Financial Holdings Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 160 by value.

Institutions new to LPLA in Q4 2025
InstitutionSharesValue% of portfolio
Barrow Hanley Mewhinney & Strauss LLC1,261,285$450.5M1.50%
Norges Bank1,040,445$371.6M0.04%
Cantillon Capital Management LLC369,068$131.8M0.71%
Nomura Asset Management International Inc.328,926$117.5M0.18%
Egerton Capital (UK) LLP254,813$91.0M0.99%
Tremblant Capital Group222,165$79.4M2.02%
PFA Pension, Forsikringsaktieselskab114,846$41.3M0.12%
King Street Capital Management, L.P.104,000$37.1M5.13%
Perpetual Ltd101,433$36.2M0.52%
Senator Investment Group LP100,000$35.7M1.43%
Woodline Partners LP73,546$26.3M0.10%
Moore Capital Management, LP67,008$23.9M0.49%
Cander Asset Management LP60,548$21.6M4.00%
Weiss Asset Management LP52,206$18.6M0.26%
LRZ Capital LLC40,795$14.6M6.58%
Adage Capital Partners GP, L.L.C.40,000$14.3M0.02%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.29,467$10.5M0.01%
EFG International AG21,362$7.63M0.15%
Fremen Capital Management LP21,332$7.62M6.23%
CenterBook Partners LP21,322$7.62M0.37%
Point72 Asset Management, L.P.18,778$6.71M0.01%
Eurizon Capital SGR S.p.A.15,475$5.53M0.02%
Schonfeld Strategic Advisors LLC14,983$5.35M0.03%
TCW Group Inc14,768$5.27M0.04%
Nations Financial Group Inc,14,161$5.06M0.27%
Kornitzer Capital Management Inc13,500$4.82M0.10%
PensionDanmark Pensionsforsikringsaktieselskab12,892$4.60M0.04%
Lord, Abbett & Co. LLC11,116$3.97M0.01%
Bell Asset Management Ltd10,283$3.68M0.98%
Elo Mutual Pension Insurance Co10,190$3.64M0.06%
ICICI Prudential Asset Management Co Ltd7,900$2.82M0.33%
WealthPoint Financial, LLC7,190$2.57M2.23%
LRT Capital Management, LLC5,940$2.12M1.82%
Generali Asset Management SPA SGR5,261$1.88M0.04%
PMC FIG Opportunities LLC3,929$1.40M2.20%
Fox Run Management, L.L.C.3,394$1.21M0.19%
Walleye Trading LLC3,217$1.15M0.02%
Leelyn Smith, LLC3,150$1.13M0.16%
Abn Amro Investment Solutions3,096$1.11M0.02%
Third View Private Wealth, LLC3,028$1.08M0.15%
Greenland Capital Management LP2,900$1.04M0.15%
North Dakota State Investment Board2,806$1.00M0.04%
CIBC World Markets Corp2,776$991.5K0.00%
Mangrove Partners2,734$976.5K0.08%
ExodusPoint Capital Management, LP2,500$892.9K0.01%
Union Bancaire Privee, UBP SA2,183$799.5K0.01%
Legato Capital Management LLC1,944$694.3K0.06%
Triad Wealth Partners, LLC1,937$691.8K0.07%
Laird Norton Trust Company, LLC1,866$666.5K0.01%
Independent Financial Group, LLC1,796$641.5K0.01%
Osmosis Investment Management UK Ltd1,795$641.1K0.02%
Pitcairn Wealth Advisors LLC1,618$577.9K0.05%
Northwest & Ethical Investments L.P.1,550$557.6K0.01%
Mirabella Financial Services LLP1,511$539.7K0.05%
Two Sigma Securities, LLC1,499$535.4K0.07%
Storgate, LLC1,461$521.8K0.43%
International Assets Investment Management, LLC1,420$507.2K0.03%
Counterpoint Mutual Funds LLC1,410$503.6K0.04%
Persistent Asset Partners Ltd1,403$501.1K0.24%
Abc Arbitrage SA1,330$475.0K0.04%
Prossimo Advisors, LLC1,300$464.3K2.99%
Erste Asset Management GmbH1,246$456.3K0.00%
Blueshift Asset Management, LLC1,275$455.4K0.13%
Skopos Labs, Inc.1,221$446.8K0.02%
Dynamic Technology Lab Private Ltd1,224$437.0K0.10%
V-Square Quantitative Management LLC1,115$398.2K0.04%
Havemeyer Place LP1,085$387.5K0.08%
Vision Retirement, LLC1,077$384.7K0.10%
Cary Street Partners Financial LLC964$344.3K0.01%
GAM Holding AG937$334.7K0.02%
Citizens Financial Group Inc904$322.7K0.00%
Wilkerson Advisory Group LLC892$318.6K0.11%
DRW Securities, LLC866$309.3K0.02%
PCM Encore, LLC850$303.4K0.06%
Evolve Private Wealth, LLC833$297.5K0.02%
EP Wealth Advisors, LLC813$290.4K0.00%
Whalen Wealth Management Inc.765$273.2K0.15%
Belpointe Asset Management LLC752$268.6K0.01%
Simplicity Wealth,LLC751$268.2K0.02%
NLB Skladi, upravljanje premozenja, d.o.o.746$266.4K0.01%
Fiducient Advisors LLC725$258.9K0.03%
Legacy Wealth Advisors, LLC724$258.6K0.17%
Connecticut Capital Management Group, LLC712$254.3K0.24%
ProShare Advisors LLC710$253.6K0.00%
Equitable Holdings, Inc.708$252.9K0.00%
Warren Averett Asset Management, LLC706$252.2K0.00%
Curated Wealth Partners LLC681$243.2K0.03%
Modern Wealth Management, LLC677$241.8K0.00%
West Family Investments, Inc.663$236.8K0.06%
Abacus Wealth Partners, LLC663$236.8K0.02%
Cypress Wealth Services, LLC661$236.1K0.03%
PCB Capital LLC658$235.2K0.38%
Fieldview Capital Management, LLC625$223.2K0.04%
FourThought Financial Partners, LLC618$220.7K0.02%
Integrated Advisors Network LLC610$218.0K0.01%
Twin Tree Management, LP603$215.4K0.02%
Procyon Private Wealth Partners, LLC596$213.0K0.01%
Everett Harris & Co591$211.1K0.00%
Left Brain Wealth Management, LLC591$211.1K0.07%
CFO4Life Group, LLC583$208.2K0.03%

Sold out (82)

Institutions that held LPL Financial Holdings Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of LPLA in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Agf Management Ltd537,275$178.7M
Burkehill Global Management, LP70,000$23.3M
Alyeska Investment Group, L.P.69,477$23.1M
Ceredex Value Advisors LLC69,100$23.0M
Cookson Peirce & Co Inc53,843$17.9M
Ghisallo Capital Management LLC50,000$16.6M
Cinctive Capital Management LP27,180$9.04M
Virtu Financial LLC25,073$8.34M
Strategic Global Advisors, LLC17,576$5.85M
Jefferies Financial Group Inc.8,881$2.95M
Prana Capital Management, LP8,607$2.86M
K2 Principal Fund, L.P.6,115$2.03M
Edgestream Partners, L.P.4,016$1.34M
Park Avenue Securities LLC3,605$1.20M
Cannon Global Investment Management, LLC3,500$1.16M
XTX Topco Ltd3,047$1.01M
Inceptionr LLC2,555$850.0K
Engineers Gate Manager LP2,398$797.8K
Polymer Capital Management (US) LLC2,358$784.5K
Qsemble Capital Management, LP2,318$771.2K
Pitcairn Co2,243$746.2K
Gladstone Institutional Advisory LLC2,089$695.1K
Headlands Technologies LLC2,000$665.4K
Strategic Financial Concepts, LLC1,731$575.9K
Farringdon Capital, Ltd.1,722$572.9K
Sherbrooke Park Advisers LLC1,677$557.9K
Applied Finance Capital Management, LLC1,573$523.3K
Bank Julius Baer & Co. Ltd, Zurich1,550$515.7K
Severin Investments, LLC1,510$502.4K
Requisite Capital Management, LLC1,482$493.0K
Voleon Capital Management LP1,315$437.5K
Cynosure Management, LLC1,257$418.2K
Brighton Jones LLC1,230$409.2K
Pensionmark Financial Group, LLC1,210$402.6K
Baader Bank INC1,076$358.0K
Sciencast Management LP1,055$351.0K
Mitsubishi UFJ Asset Management (UK) Ltd.1,000$333.0K
Two Sigma Advisers, LP900$299.4K
Moran Wealth Management, LLC862$286.8K
Perfromance Wealth Partners, LLC839$279.1K
Integrated Wealth Concepts LLC806$268.3K
Founders Financial Alliance, LLC783$260.5K
Tranquility Partners, LLC781$259.8K
World Equity Group, Inc.780$259.3K
Y-Intercept (Hong Kong) Ltd735$244.5K
Advisory Services Network, LLC719$239.2K
Ieq Capital, LLC696$231.4K
Boston Trust Walden Corp680$226.2K
Ellevest, Inc.667$222.0K
Genesis Private Wealth, LLC667$221.9K
Catalytic Wealth RIA, LLC643$213.9K
Calamos Wealth Management LLC628$208.9K
Peapack Gladstone Financial Corp624$208.0K
Seven Mile Advisory616$204.8K
Keystone Financial Group407$135.4K
Aster Capital Management (DIFC) Ltd319$106.1K
Arlington Trust Co LLC315$104.8K
Quantbot Technologies LP242$80.5K
Neo Ivy Capital Management108$35.9K
Itau Unibanco Holding S.A.97$32.3K
Alpine Bank Wealth Management90$29.9K
Grey Fox Wealth Advisors, LLC57$19.0K
Tidemark, LLC50$16.6K
Bayforest Capital Ltd45$15.0K
High Note Wealth, LLC34$11.3K
Heartwood Wealth Advisors LLC31$10.3K
Citizens National Bank Trust Department31$10.3K
GPS Wealth Strategies Group, LLC30$9.98K
Operose Advisors LLC27$8.98K
Strive Asset Management, LLC27$8.98K
Geneos Wealth Management Inc.24$7.99K
JPL Wealth Management, LLC19$6.32K
Palisade Asset Management, LLC18$5.99K
Group One Trading, L.P.17$5.66K
Activest Wealth Management12$3.99K
Cloud Capital Management, LLC12$3.00K
Ameritas Advisory Services, LLC8$2.66K
Quest 10 Wealth Builders, Inc.8$2.66K
Beaird Harris Wealth Management, LLC5$1.66K
Cherry Tree Wealth Management, LLC5$1.66K
Tortoise Investment Management, LLC5$1.66K
Davis Capital Management1$333

Not filed for Q4 2025 yet (11)

Institutions that held LPL Financial Holdings Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LPLA in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Otter Creek Advisors, LLC12,365$4.11M
EFG Asset Management (North America) Corp.6,642$2.21M
Wolverine Trading, LLC6,333$2.16M
EFG Asset Management (Americas) Corp.5,107$1.70M
CIBC Bancorp USA Inc.2,868$954.2K
Shell Asset Management Co2,006$667.0K
AXA Investment Managers S.A.1,261$419.5K
RiverGlades Family Offices LLC1,200$399.2K
Wetherby Asset Management Inc1,190$395.9K
Binnacle Investments Inc76$25.3K
Hemington Wealth Management72$23.0K