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 |
|---|---|---|---|---|---|
| Everett Harris & Co | 591 | $211.1K | 0.00% | +591 | New |
| Left Brain Wealth Management, LLC | 591 | $211.1K | 0.07% | +591 | New |
| Procyon Private Wealth Partners, LLC | 596 | $213.0K | 0.01% | +596 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $214.3K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 603 | $215.4K | 0.02% | +603 | New |
| Integrated Advisors Network LLC | 610 | $218.0K | 0.01% | +610 | New |
| Transcend Wealth Collective, LLC | 614 | $219.3K | 0.02% | −575−48.4% | Reduced |
| Rehmann Capital Advisory Group | 617 | $220.5K | 0.01% | +3+0.5% | Added |
| FourThought Financial Partners, LLC | 618 | $220.7K | 0.02% | +618 | New |
| Krilogy Financial LLC | 621 | $222.9K | 0.01% | +26+4.4% | Added |
| Fieldview Capital Management, LLC | 625 | $223.2K | 0.04% | +625 | New |
| Ground Swell Capital, LLC | 628 | $224.3K | 0.46% | −181−22.4% | Reduced |
| Farther Finance Advisors, LLC | 632 | $225.7K | 0.00% | +109+20.8% | Added |
| Goldstein Advisors, LLC | 634 | $226.4K | 0.03% | +29+4.8% | Added |
| Quantum Financial Advisors, LLC | 637 | $227.5K | 0.03% | +1+0.2% | Added |
| Koshinski Asset Management, Inc. | 638 | $227.9K | 0.01% | −61−8.7% | Reduced |
| Ci Investments Inc. | 645 | $230.4K | 0.00% | −433−40.2% | Reduced |
| TT International Asset Management LTD | 648 | $231.0K | 0.05% | −7,296−91.8% | Reduced |
| Birch Financial Group, LLC | 654 | $233.8K | 0.13% | −13−1.9% | Reduced |
| PCB Capital LLC | 658 | $235.2K | 0.38% | +658 | New |
| Cypress Wealth Services, LLC | 661 | $236.1K | 0.03% | +661 | New |
| Horizon Wealth Management, LLC | 663 | $236.8K | 0.04% | +8+1.2% | Added |
| Checchi Capital Advisers, LLC | 663 | $236.8K | 0.02% | −19−2.8% | Reduced |
| West Family Investments, Inc. | 663 | $236.8K | 0.06% | +663 | New |
| Abacus Wealth Partners, LLC | 663 | $236.8K | 0.02% | +663 | New |
| Quest Partners LLC | 667 | $238.2K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 670 | $239.2K | 0.04% | +54+8.8% | Added |
| Drive Wealth Management, LLC | 671 | $239.7K | 0.05% | +6+0.9% | Added |
| Jacobi Capital Management LLC | 677 | $241.8K | 0.01% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 677 | $241.8K | 0.00% | +677 | New |
| Curated Wealth Partners LLC | 681 | $243.2K | 0.03% | +681 | New |
| Huntington National Bank | 682 | $243.6K | 0.00% | −139−16.9% | Reduced |
| WealthCare Investment Partners, LLC | 679 | $245.5K | 0.07% | +1+0.1% | Added |
| Colonial Trust Co | 702 | $250.7K | 0.03% | +126+21.9% | Added |
| One Day In July LLC | 702 | $250.7K | 0.02% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 702 | $251.0K | 0.03% | 00.0% | Unchanged |
| Summit Financial, LLC | 703 | $251.1K | 0.00% | −14−2.0% | Reduced |
| Warren Averett Asset Management, LLC | 706 | $252.2K | 0.00% | +706 | New |
| Berger Financial Group, Inc | 706 | $252.2K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 708 | $252.9K | 0.00% | +708 | New |
| ProShare Advisors LLC | 710 | $253.6K | 0.00% | +710 | New |
| Connecticut Capital Management Group, LLC | 712 | $254.3K | 0.24% | +712 | New |
| National Asset Management, Inc. | 716 | $255.9K | 0.01% | +62+9.5% | Added |
| Crossmark Global Holdings, Inc. | 717 | $256.1K | 0.00% | +47+7.0% | Added |
| Fundamentun, LLC | 717 | $256.1K | 0.01% | +2+0.3% | Added |
| WSFS Capital Management, LLC | 724 | $258.6K | 0.01% | +49+7.3% | Added |
| Legacy Wealth Advisors, LLC | 724 | $258.6K | 0.17% | +724 | New |
| Fiducient Advisors LLC | 725 | $258.9K | 0.03% | +725 | New |
| Natural Investments, LLC | 727 | $259.0K | 0.06% | +33+4.8% | Added |
| PUREfi Wealth, LLC | 726 | $259.3K | 0.20% | −6−0.8% | Reduced |
| Waddell & Associates, LLC | 746 | $266.4K | 0.02% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 746 | $266.4K | 0.01% | +746 | New |
| Intrust Bank NA | 747 | $266.8K | 0.02% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 751 | $268.2K | 0.02% | +751 | New |
| Belpointe Asset Management LLC | 752 | $268.6K | 0.01% | +752 | New |
| Systematic Alpha Investments, LLC | 760 | $271.4K | 0.01% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 765 | $273.2K | 0.15% | +765 | New |
| Archer Investment Corp | 779 | $278.1K | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 780 | $278.6K | 0.01% | +153+24.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 781 | $278.9K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 786 | $280.0K | 0.04% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 785 | $280.4K | 0.02% | +31+4.1% | Added |
| Marks Group Wealth Management, Inc | 793 | $283.2K | 0.03% | +56+7.6% | Added |
| Perennial Investment Advisors, LLC | 797 | $284.9K | 0.02% | −5−0.6% | Reduced |
| Net Worth Advisory Group | 803 | $286.9K | 0.06% | −2−0.2% | Reduced |
| Venturi Wealth Management, LLC | 806 | $287.9K | 0.01% | −340−29.7% | Reduced |
| IFG Advisory, LLC | 811 | $289.5K | 0.01% | +1+0.1% | Added |
| Portside Wealth Group, LLC | 811 | $289.7K | 0.04% | −121−13.0% | Reduced |
| EP Wealth Advisors, LLC | 813 | $290.4K | 0.00% | +813 | New |
| Metis Global Partners, LLC | 819 | $292.5K | 0.01% | −82−9.1% | Reduced |
| Wealthspire Advisors, LLC | 822 | $293.6K | 0.00% | +345+72.3% | Added |
| Quent Capital, LLC | 824 | $294.3K | 0.02% | −20−2.4% | Reduced |
| Malaga Cove Capital, LLC | 825 | $294.7K | 0.10% | +50+6.5% | Added |
| Dorsey & Whitney Trust CO LLC | 825 | $294.7K | 0.02% | −18−2.1% | Reduced |
| Evolve Private Wealth, LLC | 833 | $297.5K | 0.02% | +833 | New |
| Vontobel Holding Ltd. | 843 | $301.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 847 | $302.6K | 0.01% | −150−15.0% | Reduced |
| PCM Encore, LLC | 850 | $303.4K | 0.06% | +850 | New |
| RMB Capital Management, LLC | 861 | $307.4K | 0.01% | +4+0.5% | Added |
| ZWJ Investment Counsel Inc | 864 | $308.6K | 0.01% | +56+6.9% | Added |
| Ballentine Partners, LLC | 865 | $309.0K | 0.00% | −184−17.5% | Reduced |
| TSFG, LLC | 866 | $309.0K | 0.05% | +1+0.1% | Added |
| DRW Securities, LLC | 866 | $309.3K | 0.02% | +866 | New |
| Wilkerson Advisory Group LLC | 892 | $318.6K | 0.11% | +892 | New |
| Natixis | 897 | $320.4K | 0.00% | −1,036−53.6% | Reduced |
| Citizens Financial Group Inc | 904 | $322.7K | 0.00% | +904 | New |
| Camden National Bank | 909 | $324.7K | 0.04% | −27−2.9% | Reduced |
| Mather Group, LLC. | 916 | $327.2K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 918 | $327.9K | 0.08% | +3+0.3% | Added |
| One Wealth Advisors, LLC | 936 | $334.3K | 0.04% | 00.0% | Unchanged |
| GAM Holding AG | 937 | $334.7K | 0.02% | +937 | New |
| Fidelis Capital Partners, LLC | 953 | $340.4K | 0.02% | −17−1.8% | Reduced |
| Norden Group LLC | 959 | $342.5K | 0.03% | +6+0.6% | Added |
| We Are One Seven, LLC | 961 | $343.3K | 0.01% | −3,288−77.4% | Reduced |
| Cary Street Partners Financial LLC | 964 | $344.3K | 0.01% | +964 | New |
| WJ Wealth Management, LLC | 1,000 | $357.2K | 0.16% | 00.0% | Unchanged |
| De Burlo Group Inc | 1,000 | $357.2K | 0.04% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 1,009 | $360.4K | 0.08% | +351+53.3% | Added |
| Insigneo Advisory Services, LLC | 1,020 | $364.1K | 0.03% | −34−3.2% | Reduced |
| Forum Financial Management, LP | 1,020 | $364.3K | 0.00% | +1+0.1% | Added |