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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, 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.

Institutional holdersQ4 2025: 826 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 heldQ4 2025: $29.0B
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, Q4 2025

Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q3 2025.

Institutions holding LPLA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Roble, Belko & Company, Inc1$00.00%00.0%Unchanged
IMA Wealth, Inc.1$3570.00%00.0%Unchanged
Dogwood Wealth Management LLC1$3570.00%00.0%Unchanged
American National Bank1$3570.00%+1New
Quaker Wealth Management, LLC1$3580.00%−1−50.0%Reduced
Winnow Wealth LLC1$3580.00%−1−50.0%Reduced
Laurel Wealth Advisors LLC1$3580.00%+1New
American Capital Advisory, LLC1$3580.00%+1New
Abound Financial, LLC2$7000.00%+2New
Hughes Financial Services, LLC2$7140.00%00.0%Unchanged
Pacer Advisors, Inc.2$7140.00%00.0%Unchanged
Rakuten Securities, Inc.2$7140.00%00.0%Unchanged
North Star Investment Management Corp.2$7140.00%+2New
Bogart Wealth, LLC2$7140.00%+2New
Seneschal Advisors, LLC2$7150.00%00.0%Unchanged
Capital Advisors, Ltd. LLC3$1.00K0.00%00.0%Unchanged
Alerus Financial NA3$1.07K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$1.07K0.00%00.0%Unchanged
Optima Capital LLC3$1.07K0.00%+3New
Raffa Wealth Management, LLC4$1.43K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC4$1.43K0.00%00.0%Unchanged
HFM Investment Advisors, LLC4$1.43K0.00%00.0%Unchanged
Tucker Asset Management LLC4$1.43K0.00%+4New
1015 Capital Partners, LLC4$1.43K0.00%+4New
Basepoint Wealth LLC4$1.43K0.00%+4New
Aspect Partners, LLC5$1.79K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.5$1.79K0.00%+5New
Hilton Head Capital Partners, LLC5$1.79K0.00%+5New
Annis Gardner Whiting Capital Advisors, LLC6$2.14K0.00%00.0%Unchanged
Kilter Group LLC6$2.14K0.00%00.0%Unchanged
Rialto Wealth Management, LLC6$2.14K0.00%+1+20.0%Added
Brown, Lisle/Cummings, Inc.7$2.39K0.00%00.0%Unchanged
Bellevue Asset Management, LLC7$2.50K0.00%00.0%Unchanged
Key Capital Management, INC7$2.50K0.00%+7New
Maseco LLP7$2.50K0.00%−84−92.3%Reduced
First United Bank Trust8$2.86K0.00%−15−65.2%Reduced
CBIZ Investment Advisory Services, LLC8$2.86K0.00%−4−33.3%Reduced
Rossby Financial, LCC8$2.86K0.00%+8New
Cornerstone Financial Management LLC8$2.86K0.00%+8New
Avion Wealth10$3.00K0.00%+4+66.7%Added
Harvest Fund Management Co., Ltd7$3.00K0.00%+6+600.0%Added
CX Institutional7$3.00K0.00%+7New
Sound Income Strategies, LLC8$3.03K0.00%+8New
True Wealth Design, LLC9$3.21K0.00%−2−18.2%Reduced
Armstrong Advisory Group, Inc9$3.21K0.00%00.0%Unchanged
Rothschild Investment LLC9$3.21K0.00%+3+50.0%Added
Rachor Investment Advisory Services, LLC9$3.21K0.00%+9New
Ares Financial Consulting, LLC9$3.24K0.00%+9New
Bay Harbor Wealth Management, LLC10$3.57K0.00%+4+66.7%Added
Rosenberg Matthew Hamilton10$3.57K0.00%00.0%Unchanged
Cromwell Holdings LLC10$3.57K0.00%00.0%Unchanged
First Eagle Investment Management, LLC10$3.57K0.00%+10New
McGuire Capital Advisors Inc10$3.57K0.00%+10New
Elyxium Wealth, LLC11$3.93K0.00%+11New
South State Corp.11$3.93K0.00%−24−68.6%Reduced
Foster Dykema Cabot & Partners, LLC12$4.29K0.00%00.0%Unchanged
SHP Wealth Management13$4.50K0.00%+13New
Fideuram Asset Management (Ireland) dac13$4.53K0.00%+13New
Wealth Preservation Advisors, LLC13$4.64K0.00%00.0%Unchanged
MTM Investment Management, LLC14$5.00K0.00%00.0%Unchanged
Elevated Capital Advisors, LLC14$5.00K0.00%+14New
MV Capital Management, Inc.14$5.00K0.00%00.0%Unchanged
Manchester Capital Management LLC14$5.00K0.00%+4+40.0%Added
Colonial Trust Advisors15$5.36K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.15$5.36K0.00%+15New
Whipplewood Advisors, LLC15$5.36K0.00%+15New
SJS Investment Consulting Inc.15$5.36K0.00%−66−81.5%Reduced
Financial Network Wealth Advisors LLC15$5.37K0.01%00.0%Unchanged
Sachetta, LLC16$5.71K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.17$6.07K0.00%00.0%Unchanged
Marquette Asset Management, LLC17$6.07K0.00%+10+142.9%Added
Trust Co of Toledo NA19$6.79K0.00%00.0%Unchanged
CNB Bank19$6.79K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC19$6.79K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC19$6.79K0.00%+19New
Cranbrook Wealth Management, LLC19$6.79K0.00%00.0%Unchanged
T. Rowe Price Investment Management, Inc.19$7.00K0.00%00.0%Unchanged
Ossiam20$7.14K0.00%−75−78.9%Reduced
UMA Financial Services, Inc.20$7.14K0.00%+4+25.0%Added
Meeder Asset Management Inc21$7.50K0.00%00.0%Unchanged
Fortitude Family Office, LLC24$8.57K0.00%−7−22.6%Reduced
Concord Wealth Partners24$8.57K0.00%00.0%Unchanged
Torren Management, LLC24$8.57K0.00%+24New
Atlantic Trust, LLC25$8.93K0.00%−6−19.4%Reduced
Chilton Capital Management LLC26$9.29K0.00%00.0%Unchanged
AdvisorNet Financial, Inc27$9.64K0.00%−1−3.6%Reduced
IFC & Insurance Marketing, Inc.28$10.0K0.01%+28New
Asset Dedication, LLC30$10.7K0.00%00.0%Unchanged
Center for Financial Planning, Inc.30$10.8K0.00%00.0%Unchanged
Hantz Financial Services, Inc.31$11.0K0.00%+27+675.0%Added
TD Waterhouse Canada Inc.33$11.8K0.00%−154−82.4%Reduced
Trust Co37$13.2K0.00%+37New
Montag A & Associates Inc37$13.2K0.00%00.0%Unchanged
Cornerstone Planning Group LLC36$13.2K0.00%+4+12.5%Added
Bokf, NA38$13.6K0.00%+38New
DV Trading LLC40$14.3K0.00%+40New
Kerr Financial Planning Corp39$14.5K0.02%−1−2.5%Reduced
Wolff Wiese Magana LLC42$15.0K0.01%00.0%Unchanged
Raiffeisen Bank International AG43$15.5K0.00%00.0%Unchanged
Johnson Financial Group, Inc.44$15.7K0.00%00.0%Unchanged