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 |
|---|---|---|---|---|---|
| Greenline Partners, LLC | 2,266 | $809.3K | 0.09% | 00.0% | Unchanged |
| London Co of Virginia | 2,270 | $810.8K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,270 | $811.0K | 0.00% | +106+4.9% | Added |
| Toroso Investments, LLC | 2,274 | $812.2K | 0.00% | +130+6.1% | Added |
| Hallmark Capital Management Inc | 2,295 | $819.7K | 0.05% | +111+5.1% | Added |
| Concorde Asset Management, LLC | 2,303 | $822.7K | 0.33% | +23+1.0% | Added |
| Root Financial Partners, LLC | 2,318 | $827.9K | 0.04% | +33+1.4% | Added |
| Quantitative Investment Management, LLC | 2,358 | $842.0K | 0.08% | +835+54.8% | Added |
| Principal Securities, Inc. | 2,377 | $849.0K | 0.01% | −225−8.6% | Reduced |
| Macquarie Group Ltd | 2,404 | $858.6K | 0.00% | −331,220−99.3% | Reduced |
| Davenport & Co LLC | 2,411 | $861.1K | 0.00% | +245+11.3% | Added |
| Concurrent Investment Advisors, LLC | 2,472 | $883.2K | 0.01% | +1,587+179.3% | Added |
| Catalyst Capital Advisors LLC | 2,485 | $887.6K | 0.02% | −5,475−68.8% | Reduced |
| Garrett Wealth Advisory Group, LLC | 2,500 | $892.9K | 0.17% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 2,500 | $892.9K | 0.01% | +2,500 | New |
| Advisors Asset Management, Inc. | 2,518 | $899.4K | 0.02% | +625+33.0% | Added |
| Parallel Advisors, LLC | 2,528 | $903.0K | 0.02% | +51+2.1% | Added |
| Arkadios Wealth Advisors | 2,585 | $923.1K | 0.02% | +80+3.2% | Added |
| Simplex Trading, LLC | 2,592 | $925.8K | 0.03% | +2,542+5,084.0% | Added |
| Assetmark, Inc | 2,601 | $929.0K | 0.00% | +1,064+69.2% | Added |
| Beacon Pointe Advisors, LLC | 2,603 | $929.7K | 0.01% | +131+5.3% | Added |
| Teacher Retirement System of Texas | 2,647 | $945.4K | 0.00% | −18,975−87.8% | Reduced |
| VestGen Advisors, LLC | 2,662 | $950.8K | 0.04% | −1,769−39.9% | Reduced |
| Vestcor Inc | 2,689 | $960.0K | 0.03% | 00.0% | Unchanged |
| Mangrove Partners | 2,734 | $976.5K | 0.08% | +2,734 | New |
| Impact Capital Partners LLC | 2,767 | $988.3K | 0.29% | +80+3.0% | Added |
| CIBC World Markets Corp | 2,776 | $991.5K | 0.00% | +2,776 | New |
| OV Management LLC | 2,777 | $991.9K | 0.86% | 00.0% | Unchanged |
| North Dakota State Investment Board | 2,806 | $1.00M | 0.04% | +2,806 | New |
| Schroder Investment Management Group | 2,815 | $1.01M | 0.00% | −599−17.5% | Reduced |
| Greenland Capital Management LP | 2,900 | $1.04M | 0.15% | +2,900 | New |
| Ritholtz Wealth Management | 2,905 | $1.04M | 0.02% | +417+16.8% | Added |
| E. Ohman J:or Asset Management AB | 2,916 | $1.04M | 0.02% | +816+38.9% | Added |
| Central Pacific Bank - Trust Division | 2,924 | $1.04M | 0.13% | +44+1.5% | Added |
| Tokio Marine Asset Management Co Ltd | 2,968 | $1.06M | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,975 | $1.06M | 0.05% | −989−24.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,015 | $1.08M | 0.01% | +221+7.9% | Added |
| Third View Private Wealth, LLC | 3,028 | $1.08M | 0.15% | +3,028 | New |
| Vident Advisory, LLC | 3,066 | $1.10M | 0.01% | +560+22.3% | Added |
| Federated Hermes, Inc. | 3,070 | $1.10M | 0.00% | −4,608−60.0% | Reduced |
| LVW Advisors, LLC | 3,074 | $1.10M | 0.11% | −291−8.6% | Reduced |
| Gabelli Funds LLC | 3,080 | $1.10M | 0.01% | −431−12.3% | Reduced |
| Abn Amro Investment Solutions | 3,096 | $1.11M | 0.02% | +3,096 | New |
| Omers Administration Corp | 3,140 | $1.12M | 0.01% | −4,592−59.4% | Reduced |
| Leelyn Smith, LLC | 3,150 | $1.13M | 0.16% | +3,150 | New |
| Walleye Trading LLC | 3,217 | $1.15M | 0.02% | +3,217 | New |
| HighPoint Advisor Group LLC | 3,278 | $1.17M | 0.03% | +158+5.1% | Added |
| SkyView Investment Advisors, LLC | 3,285 | $1.17M | 0.15% | −9−0.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 3,303 | $1.18M | 0.17% | −2,040−38.2% | Reduced |
| Mariner, LLC | 3,341 | $1.19M | 0.00% | +175+5.5% | Added |
| Fox Run Management, L.L.C. | 3,394 | $1.21M | 0.19% | +3,394 | New |
| Stenger Family Office, LLC | 3,427 | $1.22M | 0.25% | −4,685−57.8% | Reduced |
| Bessemer Group Inc | 3,444 | $1.23M | 0.00% | −13−0.4% | Reduced |
| IHT Wealth Management, LLC | 3,470 | $1.24M | 0.03% | −374−9.7% | Reduced |
| Aureus Asset Management, LLC | 3,473 | $1.24M | 0.08% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,478 | $1.24M | 0.06% | +1,409+68.1% | Added |
| AG2R la Mondiale Gestion D'Actifs | 3,499 | $1.25M | 0.06% | +205+6.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,505 | $1.25M | 0.00% | +102+3.0% | Added |
| Gateway Investment Advisers LLC | 3,514 | $1.26M | 0.01% | −10.0% | Reduced |
| Allianz Asset Management GmbH | 3,522 | $1.26M | 0.00% | −2,105−37.4% | Reduced |
| Rakuten Investment Management, Inc. | 3,467 | $1.27M | 0.00% | −11,452−76.8% | Reduced |
| CIBC Asset Management Inc | 3,561 | $1.27M | 0.00% | +325+10.0% | Added |
| MAI Capital Management | 3,620 | $1.29M | 0.01% | +369+11.4% | Added |
| National Bank of Canada | 3,625 | $1.29M | 0.00% | +794+28.0% | Added |
| Federation des caisses Desjardins du Quebec | 3,659 | $1.31M | 0.00% | −922−20.1% | Reduced |
| Everence Capital Management Inc | 3,703 | $1.32M | 0.08% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 3,724 | $1.33M | 0.58% | +296+8.6% | Added |
| GWM Advisors LLC | 3,762 | $1.34M | 0.00% | +180+5.0% | Added |
| Fiduciary Trust Co | 3,801 | $1.36M | 0.02% | +278+7.9% | Added |
| Jane Street Group, LLC | 3,820 | $1.36M | 0.00% | −193,949−98.1% | Reduced |
| Resources Investment Advisors, LLC. | 3,823 | $1.37M | 0.01% | −44−1.1% | Reduced |
| Kestra Advisory Services, LLC | 3,850 | $1.38M | 0.01% | −237−5.8% | Reduced |
| Maryland State Retirement & Pension System | 3,873 | $1.38M | 0.03% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 3,929 | $1.40M | 2.20% | +3,929 | New |
| Intech Investment Management LLC | 4,111 | $1.47M | 0.01% | −1,642−28.5% | Reduced |
| Bridgeway Capital Management, LLC | 4,170 | $1.49M | 0.03% | −30−0.7% | Reduced |
| ASR Vermogensbeheer N.V. | 4,182 | $1.49M | 0.02% | +1,091+35.3% | Added |
| Gulf International Bank (UK) Ltd | 4,209 | $1.50M | 0.05% | 00.0% | Unchanged |
| Colony Group, LLC | 4,212 | $1.50M | 0.00% | +340+8.8% | Added |
| QRG Capital Management, Inc. | 4,238 | $1.51M | 0.02% | +1,482+53.8% | Added |
| Susquehanna Fundamental Investments, LLC | 4,282 | $1.53M | 0.05% | −46,463−91.6% | Reduced |
| Vise Technologies, Inc. | 4,317 | $1.54M | 0.03% | +2,479+134.9% | Added |
| Presidio Capital Management, LLC | 4,486 | $1.60M | 0.48% | +2,200+96.2% | Added |
| Paradigm Asset Management Co LLC | 4,500 | $1.61M | 0.37% | −300−6.3% | Reduced |
| Mercer Global Advisors Inc | 4,527 | $1.62M | 0.00% | +655+16.9% | Added |
| Sequoia Financial Advisors, LLC | 4,582 | $1.64M | 0.01% | +2,645+136.6% | Added |
| TownSquare Capital, LLC | 4,586 | $1.64M | 0.37% | −290−5.9% | Reduced |
| Integrated Investment Consultants, LLC | 4,608 | $1.65M | 0.32% | −50−1.1% | Reduced |
| Merit Financial Group, LLC | 4,661 | $1.66M | 0.01% | +9+0.2% | Added |
| Fulton Bank, N.A. | 4,709 | $1.68M | 0.06% | +77+1.7% | Added |
| Shepherd Financial Partners LLC | 4,755 | $1.70M | 0.16% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 4,870 | $1.74M | 0.03% | +982+25.3% | Added |
| M&T Bank Corp | 4,917 | $1.76M | 0.01% | +850+20.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,922 | $1.76M | 0.02% | −20,458−80.6% | Reduced |
| Manufacturers Life Insurance Company, The | 4,925 | $1.76M | 0.00% | −391−7.4% | Reduced |
| Peak Financial Advisors LLC | 4,996 | $1.78M | 0.80% | +3,072+159.7% | Added |
| Kentucky Retirement Systems | 5,003 | $1.79M | 0.05% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,099 | $1.82M | 0.05% | +3,844+306.3% | Added |
| Bank of Montreal | 5,127 | $1.83M | 0.00% | −19,951−79.6% | Reduced |
| MetLife Investment Management | 5,147 | $1.84M | 0.01% | +45+0.9% | Added |