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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 1,025 | $366.1K | 0.04% | +311+43.6% | Added |
| Impact Investors, Inc | 1,046 | $373.5K | 0.26% | −25−2.3% | Reduced |
| Spirepoint Private Client, LLC | 1,063 | $379.7K | 0.04% | +212+24.9% | Added |
| Vision Retirement, LLC | 1,077 | $384.7K | 0.10% | +1,077 | New |
| Havemeyer Place LP | 1,085 | $387.5K | 0.08% | +1,085 | New |
| Hunting Hill Global Capital, LLC | 1,100 | $392.9K | 0.39% | −1,200−52.2% | Reduced |
| TruNorth Capital Management, LLC | 1,109 | $396.1K | 0.08% | +946+580.4% | Added |
| Perigon Wealth Management, LLC | 1,114 | $397.9K | 0.01% | +138+14.1% | Added |
| V-Square Quantitative Management LLC | 1,115 | $398.2K | 0.04% | +1,115 | New |
| denkapparat Operations GmbH | 1,118 | $399.3K | 0.22% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,120 | $402.9K | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 1,136 | $405.7K | 0.01% | −43−3.6% | Reduced |
| Loomis Sayles & Co L P | 1,138 | $406.5K | 0.00% | +955+521.9% | Added |
| Apollon Wealth Management, LLC | 1,141 | $407.5K | 0.01% | −84−6.9% | Reduced |
| Panagora Asset Management Inc | 1,150 | $410.7K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,170 | $417.7K | 0.01% | −173−12.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,177 | $420.4K | 0.00% | −296−20.1% | Reduced |
| Sumitomo Life Insurance Co | 1,178 | $420.7K | 0.01% | −2,302−66.1% | Reduced |
| SFG Wealth Management, LLC. | 1,186 | $423.6K | 0.17% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 1,187 | $423.8K | 0.01% | −143−10.8% | Reduced |
| Lifestyle Asset Management, Inc. | 1,191 | $425.4K | 0.14% | +34+2.9% | Added |
| Moody Lynn & Lieberson, LLC | 1,210 | $432.2K | 0.02% | +10+0.8% | Added |
| Dynamic Technology Lab Private Ltd | 1,224 | $437.0K | 0.10% | +1,224 | New |
| Benjamin Edwards Inc | 1,231 | $439.7K | 0.00% | −426−25.7% | Reduced |
| Skopos Labs, Inc. | 1,221 | $446.8K | 0.02% | +1,221 | New |
| Riverpoint Wealth Management Holdings, LLC | 1,272 | $454.3K | 0.10% | −273−17.7% | Reduced |
| Blueshift Asset Management, LLC | 1,275 | $455.4K | 0.13% | +1,275 | New |
| RMR Wealth Builders | 1,276 | $455.7K | 0.04% | +62+5.1% | Added |
| Erste Asset Management GmbH | 1,246 | $456.3K | 0.00% | +1,246 | New |
| Prossimo Advisors, LLC | 1,300 | $464.3K | 2.99% | +1,300 | New |
| Signaturefd, LLC | 1,303 | $465.3K | 0.01% | −95−6.8% | Reduced |
| Abc Arbitrage SA | 1,330 | $475.0K | 0.04% | +1,330 | New |
| Advisor OS, LLC | 1,336 | $477.3K | 0.04% | −103−7.2% | Reduced |
| Stephens Inc | 1,341 | $479.0K | 0.01% | −229−14.6% | Reduced |
| Optimize Financial Inc | 1,372 | $490.0K | 0.25% | +16+1.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,384 | $494.3K | 0.05% | −16−1.1% | Reduced |
| Spahn Wealth & Retirement LLC | 1,386 | $495.0K | 0.31% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,387 | $495.4K | 0.18% | −659−32.2% | Reduced |
| UniSuper Management Pty Ltd | 1,400 | $500.0K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 1,403 | $501.1K | 0.24% | +1,403 | New |
| Counterpoint Mutual Funds LLC | 1,410 | $503.6K | 0.04% | +1,410 | New |
| International Assets Investment Management, LLC | 1,420 | $507.2K | 0.03% | +1,420 | New |
| Gilbert & Cook, Inc. | 1,430 | $510.8K | 0.06% | +74+5.5% | Added |
| Philip James Wealth Mangement, LLC | 1,446 | $516.3K | 0.06% | +81+5.9% | Added |
| Keybank National Association | 1,457 | $520.4K | 0.00% | +20+1.4% | Added |
| Foresight Global Investors, Inc. | 1,459 | $521.1K | 0.25% | 00.0% | Unchanged |
| Storgate, LLC | 1,461 | $521.8K | 0.43% | +1,461 | New |
| Walleye Capital LLC | 1,468 | $524.3K | 0.00% | −49,416−97.1% | Reduced |
| Pettee Investors, Inc. | 1,490 | $532.2K | 0.30% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,499 | $535.4K | 0.07% | +1,499 | New |
| Legacy Financial Group LLC | 1,381 | $537.2K | 0.07% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,511 | $539.7K | 0.05% | +1,511 | New |
| Global Retirement Partners, LLC | 1,522 | $543.5K | 0.01% | +838+122.5% | Added |
| MONECO Advisors, LLC | 1,547 | $552.6K | 0.04% | +3+0.2% | Added |
| Northwest & Ethical Investments L.P. | 1,550 | $557.6K | 0.01% | +1,550 | New |
| XML Financial, LLC | 1,570 | $560.6K | 0.05% | +1+0.1% | Added |
| Thrive Wealth Management, LLC | 1,570 | $560.8K | 0.08% | +118+8.1% | Added |
| Pennsylvania Capital Management Inc | 1,572 | $561.5K | 0.15% | 00.0% | Unchanged |
| Potentia Wealth | 1,579 | $564.0K | 0.21% | 00.0% | Unchanged |
| Gibbs Wealth Management | 1,568 | $564.2K | 0.14% | −212−11.9% | Reduced |
| Pitcairn Wealth Advisors LLC | 1,618 | $577.9K | 0.05% | +1,618 | New |
| Wedmont Private Capital | 1,625 | $584.0K | 0.02% | −8−0.5% | Reduced |
| Magnolia Private Wealth, LLC | 1,647 | $588.3K | 0.41% | −10−0.6% | Reduced |
| DGS Capital Management, LLC | 1,648 | $588.6K | 0.10% | +67+4.2% | Added |
| Wealth Alliance | 1,649 | $589.1K | 0.06% | +79+5.0% | Added |
| Quadrant Capital Group LLC | 1,652 | $590.0K | 0.02% | +12+0.7% | Added |
| Compton Financial Group, LLC | 1,666 | $595.0K | 0.13% | −65−3.8% | Reduced |
| Emerald Advisers, LLC | 1,672 | $597.2K | 0.02% | −74−4.2% | Reduced |
| CWM, LLC | 1,678 | $599.0K | 0.00% | +109+6.9% | Added |
| Prudential PLC | 1,681 | $600.4K | 0.00% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 1,713 | $611.8K | 0.13% | +22+1.3% | Added |
| Yousif Capital Management, LLC | 1,668 | $612.0K | 0.01% | −38−2.2% | Reduced |
| Coldstream Capital Management Inc | 1,748 | $624.3K | 0.01% | +250+16.7% | Added |
| Cresset Asset Management, LLC | 1,774 | $633.5K | 0.00% | +21+1.2% | Added |
| Osmosis Investment Management UK Ltd | 1,795 | $641.1K | 0.02% | +1,795 | New |
| Independent Financial Group, LLC | 1,796 | $641.5K | 0.01% | +1,796 | New |
| Spire Wealth Management | 1,803 | $644.1K | 0.02% | −203−10.1% | Reduced |
| Lido Advisors, LLC | 1,929 | $646.4K | 0.00% | +84+4.6% | Added |
| CAPROCK Group, Inc. | 1,827 | $652.5K | 0.01% | −546−23.0% | Reduced |
| RSM US Wealth Management LLC | 1,815 | $653.0K | 0.01% | −96−5.0% | Reduced |
| Hamilton Capital Partners Inc. | 1,833 | $654.7K | 0.02% | +169+10.2% | Added |
| Bridges Investment Management Inc | 1,848 | $660.0K | 0.01% | +504+37.5% | Added |
| Tran Capital Management, L.P. | 1,849 | $660.4K | 0.08% | −705−27.6% | Reduced |
| Laird Norton Trust Company, LLC | 1,866 | $666.5K | 0.01% | +1,866 | New |
| NBC Securities, Inc. | 1,874 | $669.3K | 0.05% | −30−1.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,910 | $682.2K | 0.02% | −290−13.2% | Reduced |
| Heritage Family Offices, LLP | 1,911 | $682.7K | 0.31% | −207−9.8% | Reduced |
| Sowell Financial Services LLC | 1,921 | $686.2K | 0.03% | −56−2.8% | Reduced |
| Triad Wealth Partners, LLC | 1,937 | $691.8K | 0.07% | +1,937 | New |
| Legato Capital Management LLC | 1,944 | $694.3K | 0.06% | +1,944 | New |
| Retirement Planning Group | 1,957 | $699.0K | 0.02% | +137+7.5% | Added |
| Genus Capital Management Inc. | 1,972 | $704.3K | 0.08% | −9,490−82.8% | Reduced |
| Two Sigma Investments, LP | 1,975 | $705.4K | 0.00% | −900−31.3% | Reduced |
| Jones Financial Companies LLLP | 2,017 | $720.4K | 0.00% | +894+79.6% | Added |
| Snowden Capital Advisors LLC | 2,027 | $724.0K | 0.02% | +15+0.7% | Added |
| Stratos Wealth Partners, LTD. | 2,070 | $739.6K | 0.01% | −26−1.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,097 | $749.0K | 0.05% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 2,150 | $767.9K | 0.00% | −2,964−58.0% | Reduced |
| Union Bancaire Privee, UBP SA | 2,183 | $799.5K | 0.01% | +2,183 | New |
| Thrivent Financial for Lutherans | 2,243 | $807.0K | 0.00% | −138−5.8% | Reduced |