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 |
|---|---|---|---|---|---|
| Fourth Dimension Wealth, LLC | 47 | $16.7K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 48 | $17.1K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 49 | $17.5K | 0.01% | −39−44.3% | Reduced |
| Private Wealth Management Group, LLC | 49 | $17.5K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 49 | $17.7K | 0.01% | +49 | New |
| WealthCollab, LLC | 50 | $17.9K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 54 | $19.3K | 0.00% | −3−5.3% | Reduced |
| N.E.W. Advisory Services LLC | 54 | $19.3K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 56 | $19.9K | 0.00% | +5+9.8% | Added |
| Harbour Investments, Inc. | 56 | $20.0K | 0.00% | +17+43.6% | Added |
| Global X Japan Co., Ltd. | 58 | $20.7K | 0.00% | +36+163.6% | Added |
| Bell Investment Advisors, Inc | 59 | $21.1K | 0.00% | +12+25.5% | Added |
| Y.D. More Investments Ltd | 60 | $21.4K | 0.00% | +60 | New |
| CVA Family Office, LLC | 61 | $21.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 63 | $22.5K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 65 | $23.2K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 68 | $24.3K | 0.00% | +68 | New |
| Osterweis Capital Management Inc | 70 | $25.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 73 | $26.1K | 0.00% | −6−7.6% | Reduced |
| Salomon & Ludwin, LLC | 72 | $26.6K | 0.00% | −2−2.7% | Reduced |
| Cetera Trust Company, N.A | 75 | $26.8K | 0.01% | −125−62.5% | Reduced |
| Private Trust Co NA | 75 | $26.8K | 0.00% | −12−13.8% | Reduced |
| Clearstead Advisors, LLC | 75 | $26.8K | 0.00% | +73+3,650.0% | Added |
| Wellington Grp LLC | 75 | $26.8K | 0.01% | +75 | New |
| Steigerwald, Gordon & Koch Inc. | 78 | $27.9K | 0.00% | +66+550.0% | Added |
| IAG Wealth Partners, LLC | 84 | $29.9K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 86 | $30.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 86 | $30.7K | 0.00% | +19+28.4% | Added |
| Bank of Jackson Hole Trust | 93 | $33.2K | 0.02% | +12+14.8% | Added |
| Clark Wealth Partners | 100 | $35.7K | 0.02% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $35.7K | 0.03% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $35.7K | 0.03% | +20+25.0% | Added |
| Westside Investment Management, Inc. | 100 | $36.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 104 | $37.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $42.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 127 | $45.0K | 0.00% | −27−17.5% | Reduced |
| Private Wealth Asset Management, LLC | 135 | $48.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 138 | $49.3K | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 139 | $49.6K | 0.01% | +139 | New |
| Reflection Asset Management | 141 | $50.4K | 0.04% | +141 | New |
| Versant Capital Management, Inc | 147 | $52.5K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 148 | $52.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 155 | $55.4K | 0.00% | +8+5.4% | Added |
| Atlantic Union Bankshares Corp | 160 | $57.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 180 | $64.3K | 0.00% | −55−23.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 181 | $64.6K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 186 | $66.4K | 0.00% | −324−63.5% | Reduced |
| Harbor Asset Planning, Inc. | 187 | $66.9K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 191 | $68.0K | 0.00% | +9+4.9% | Added |
| Entrust Financial LLC | 214 | $76.5K | 0.06% | +214 | New |
| First Horizon Corp | 238 | $85.0K | 0.00% | +46+24.0% | Added |
| Compass Financial Services Inc | 246 | $87.8K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 249 | $88.9K | 0.00% | −3,262−92.9% | Reduced |
| Ameliora Wealth Management Ltd. | 265 | $94.7K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 269 | $96.1K | 0.01% | +43+19.0% | Added |
| Graney & King, LLC | 285 | $101.9K | 0.06% | 00.0% | Unchanged |
| NBT Bank N A | 357 | $105.7K | 0.01% | +24+7.2% | Added |
| Smallwood Wealth Investment Management, LLC | 312 | $111.4K | 0.06% | 00.0% | Unchanged |
| Leonteq Securities AG | 312 | $111.4K | 0.01% | +108+52.9% | Added |
| SageView Advisory Group, LLC | 325 | $116.1K | 0.00% | +325 | New |
| Smartleaf Asset Management LLC | 337 | $121.2K | 0.00% | −9−2.6% | Reduced |
| Los Angeles Capital Management LLC | 361 | $122.2K | 0.00% | +361 | New |
| Ronald Blue Trust, Inc. | 344 | $122.9K | 0.00% | +74+27.4% | Added |
| Fifth Third Bancorp | 349 | $124.7K | 0.00% | +85+32.2% | Added |
| Cary Street Partner Investment Advisory LLC | 355 | $126.8K | 0.03% | +355 | New |
| Central Trust Co | 358 | $127.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 362 | $129.3K | 0.02% | −293−44.7% | Reduced |
| IFP Advisors, Inc | 372 | $132.9K | 0.00% | −532−58.8% | Reduced |
| Gables Capital Management Inc. | 400 | $142.9K | 0.06% | 00.0% | Unchanged |
| United Community Bank | 415 | $148.2K | 0.06% | −250−37.6% | Reduced |
| Covestor Ltd | 423 | $151.0K | 0.08% | +80+23.3% | Added |
| FIL Ltd | 428 | $152.9K | 0.00% | −124−22.5% | Reduced |
| Penserra Capital Management LLC | 431 | $153.0K | 0.00% | −5−1.1% | Reduced |
| Umb Bank N A | 447 | $159.7K | 0.00% | −3,182−87.7% | Reduced |
| Tower Research Capital LLC (TRC) | 461 | $164.7K | 0.00% | −1,483−76.3% | Reduced |
| Financial Management Professionals, Inc. | 463 | $165.4K | 0.02% | +463 | New |
| Lodestone Wealth Management LLC | 467 | $166.8K | 0.07% | +467 | New |
| Canada Pension Plan Investment Board | 480 | $171.4K | 0.00% | +480 | New |
| WPG Advisers, LLC | 481 | $171.8K | 0.13% | −2−0.4% | Reduced |
| LRI Investments, LLC | 487 | $174.1K | 0.01% | +38+8.5% | Added |
| Elgethun Capital Management | 493 | $176.1K | 0.03% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 500 | $178.6K | 0.16% | +500 | New |
| Flagship Harbor Advisors, LLC | 513 | $183.4K | 0.01% | +513 | New |
| Golden State Wealth Management, LLC | 519 | $185.4K | 0.02% | +19+3.8% | Added |
| Walsh & Associates, LLC | 542 | $193.6K | 0.19% | +542 | New |
| Eagle Bay Advisors LLC | 557 | $199.0K | 0.15% | +557 | New |
| AlphaStar Capital Management, LLC | 561 | $200.4K | 0.01% | +561 | New |
| Wedbush Securities Inc | 562 | $201.0K | 0.01% | +562 | New |
| HBK Sorce Advisory LLC | 524 | $201.8K | 0.00% | +524 | New |
| O'Brien Wealth Partners LLC | 566 | $202.2K | 0.03% | +566 | New |
| Apollon Financial, LLC | 567 | $202.4K | 0.03% | +567 | New |
| Meadow Creek Wealth Advisors LLC | 568 | $202.9K | 0.13% | −52−8.4% | Reduced |
| Meadowbrook Advisors Group, LLC | 568 | $202.9K | 0.11% | +568 | New |
| Cercano Management LLC | 570 | $203.6K | 0.01% | +570 | New |
| Dai-Ichi Life Insurance Company, Ltd | 573 | $204.7K | 0.01% | +573 | New |
| WealthPLAN Partners, LLC | 579 | $206.6K | 0.03% | +579 | New |
| Kingsview Wealth Management, LLC | 579 | $206.8K | 0.00% | +579 | New |
| CFO4Life Group, LLC | 583 | $208.2K | 0.03% | +583 | New |
| WP Advisors, LLC | 585 | $208.9K | 0.05% | −57−8.9% | Reduced |
| GeoWealth Management, LLC | 585 | $208.9K | 0.01% | −42−6.7% | Reduced |