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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 5,157 | $1.84M | 0.00% | −197−3.7% | Reduced |
| Rockefeller Capital Management L.P. | 5,207 | $1.86M | 0.00% | +2,042+64.5% | Added |
| Independent Advisor Alliance | 5,258 | $1.88M | 0.05% | −83−1.6% | Reduced |
| Generali Asset Management SPA SGR | 5,261 | $1.88M | 0.04% | +5,261 | New |
| Dana Investment Advisors, Inc. | 5,266 | $1.88M | 0.05% | +20.0% | Added |
| Knollwood Investment Advisory, LLC | 5,275 | $1.88M | 0.18% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 5,290 | $1.89M | 1.51% | 00.0% | Unchanged |
| Future Fund LLC | 5,341 | $1.91M | 0.67% | −258−4.6% | Reduced |
| Ethic Inc. | 5,414 | $1.93M | 0.03% | −346−6.0% | Reduced |
| Jump Financial, LLC | 5,441 | $1.94M | 0.02% | +4,267+363.5% | Added |
| Coastal Bridge Advisors, LLC | 5,475 | $1.96M | 0.15% | +31+0.6% | Added |
| Morningstar Investment Management LLC | 5,503 | $1.97M | 0.12% | −1,080−16.4% | Reduced |
| Banque Cantonale Vaudoise | 5,555 | $1.98M | 0.07% | +2,323+71.9% | Added |
| Virtus Investment Advisers, Inc. | 5,564 | $1.99M | 0.54% | +808+17.0% | Added |
| Blair William & Co | 5,577 | $1.99M | 0.01% | +3,655+190.2% | Added |
| Gradient Investments LLC | 5,601 | $2.00M | 0.03% | +61+1.1% | Added |
| Bank of Nova Scotia | 5,668 | $2.02M | 0.00% | +2,564+82.6% | Added |
| Mackenzie Financial Corp | 5,707 | $2.05M | 0.00% | +442+8.4% | Added |
| Garrett Investment Advisors LLC | 5,818 | $2.08M | 0.16% | −1,140−16.4% | Reduced |
| Sterling Group Wealth Management, LLC | 5,827 | $2.08M | 1.01% | −140−2.3% | Reduced |
| SG Americas Securities, LLC | 5,871 | $2.10M | 0.00% | +84+1.5% | Added |
| LRT Capital Management, LLC | 5,940 | $2.12M | 1.82% | +5,940 | New |
| Allstate Corp | 5,975 | $2.13M | 0.03% | +3,017+102.0% | Added |
| Jackson Wealth Management, LLC | 6,096 | $2.18M | 0.21% | −574−8.6% | Reduced |
| Investment Management Corp of Ontario | 6,113 | $2.18M | 0.03% | +2,347+62.3% | Added |
| James Investment Research Inc | 6,340 | $2.26M | 0.25% | −251−3.8% | Reduced |
| Callan Family Office, LLC | 6,370 | $2.28M | 0.05% | +2,985+88.2% | Added |
| Wealthfront Advisers LLC | 6,384 | $2.28M | 0.01% | +1,261+24.6% | Added |
| Robeco Institutional Asset Management B.V. | 6,561 | $2.34M | 0.00% | −7,909−54.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,576 | $2.35M | 0.01% | −941−12.5% | Reduced |
| Cerity Partners LLC | 6,693 | $2.39M | 0.00% | −740−10.0% | Reduced |
| Baird Financial Group, Inc. | 6,701 | $2.39M | 0.00% | +422+6.7% | Added |
| Credit Agricole S A | 6,738 | $2.41M | 0.01% | +361+5.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,750 | $2.42M | 0.08% | −856−11.3% | Reduced |
| Nisa Investment Advisors, LLC | 6,785 | $2.42M | 0.01% | +2,725+67.1% | Added |
| CIBC World Markets Inc. | 6,791 | $2.43M | 0.00% | +53+0.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 6,794 | $2.43M | 0.06% | −680−9.1% | Reduced |
| Allworth Financial LP | 6,882 | $2.46M | 0.01% | −162−2.3% | Reduced |
| Laurion Capital Management LP | 7,000 | $2.50M | 0.17% | 00.0% | Unchanged |
| South Dakota Investment Council | 7,147 | $2.55M | 0.05% | 00.0% | Unchanged |
| Amalgamated Bank | 7,171 | $2.56M | 0.02% | −316−4.2% | Reduced |
| WealthPoint Financial, LLC | 7,190 | $2.57M | 2.23% | +7,190 | New |
| DekaBank Deutsche Girozentrale | 8,718 | $2.60M | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 7,330 | $2.62M | 0.01% | +164+2.3% | Added |
| Public Employees Retirement Association of Colorado | 7,468 | $2.67M | 0.01% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 7,500 | $2.68M | 0.47% | −12,971−63.4% | Reduced |
| King Luther Capital Management Corp | 7,546 | $2.70M | 0.01% | +1,188+18.7% | Added |
| HM Payson & Co | 7,555 | $2.70M | 0.04% | −100−1.3% | Reduced |
| Hennessy Advisors Inc | 7,600 | $2.71M | 0.10% | −100−1.3% | Reduced |
| HB Wealth Management, LLC | 7,665 | $2.74M | 0.02% | −37−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 7,712 | $2.75M | 0.00% | +669+9.5% | Added |
| Voya Investment Management LLC | 7,815 | $2.79M | 0.00% | −5,557−41.6% | Reduced |
| Caldwell Trust Co | 7,883 | $2.82M | 0.25% | −45−0.6% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 7,900 | $2.82M | 0.33% | +7,900 | New |
| Nordea Investment Management AB | 8,031 | $2.87M | 0.00% | +758+10.4% | Added |
| Avanza Fonder AB | 8,043 | $2.87M | 0.07% | +2,436+43.4% | Added |
| Tredje AP-fonden | 8,213 | $2.93M | 0.02% | −170−2.0% | Reduced |
| Sterling Capital Management LLC | 8,276 | $2.96M | 0.05% | +1,330+19.1% | Added |
| Oak Thistle LLC | 8,350 | $2.98M | 0.41% | −956−10.3% | Reduced |
| Annex Advisory Services, LLC | 8,372 | $2.99M | 0.06% | −33−0.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,978 | $3.00M | 0.00% | −377−4.5% | Reduced |
| F/M Investments LLC | 8,466 | $3.02M | 0.11% | −301−3.4% | Reduced |
| Flynn Zito Capital Management, LLC | 8,655 | $3.09M | 1.10% | 00.0% | Unchanged |
| OP Asset Management Ltd | 8,913 | $3.18M | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8,937 | $3.19M | 0.06% | −1,438−13.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 8,995 | $3.21M | 0.01% | −1,874−17.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 9,121 | $3.26M | 0.00% | +6,047+196.7% | Added |
| JustInvest LLC | 9,183 | $3.28M | 0.03% | +277+3.1% | Added |
| Greenleaf Trust | 9,264 | $3.31M | 0.03% | +20.0% | Added |
| Beacon Investment Advisors LLC | 9,387 | $3.35M | 1.35% | +27+0.3% | Added |
| Mutual of America Capital Management LLC | 9,495 | $3.39M | 0.04% | +3,927+70.5% | Added |
| Creative Planning | 9,502 | $3.39M | 0.00% | +1,755+22.7% | Added |
| TD Private Client Wealth LLC | 9,523 | $3.40M | 0.07% | −3,932−29.2% | Reduced |
| Dynasty Wealth Management, LLC | 9,539 | $3.41M | 0.03% | +791+9.0% | Added |
| Brinker Capital Investments, LLC | 9,676 | $3.46M | 0.03% | +2,296+31.1% | Added |
| Marshall Wace, LLP | 9,744 | $3.48M | 0.00% | −110,988−91.9% | Reduced |
| Prudential Financial Inc | 9,682 | $3.48M | 0.00% | +5,024+107.9% | Added |
| Oppenheimer Asset Management Inc. | 9,778 | $3.49M | 0.04% | −4,356−30.8% | Reduced |
| Impax Asset Management Group plc | 9,836 | $3.51M | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 9,876 | $3.55M | 0.36% | +1,373+16.1% | Added |
| Retirement Capital Strategies | 10,041 | $3.59M | 1.33% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,056 | $3.59M | 0.00% | +948+10.4% | Added |
| Oliver Luxxe Assets LLC | 10,101 | $3.61M | 0.55% | +536+5.6% | Added |
| Elo Mutual Pension Insurance Co | 10,190 | $3.64M | 0.06% | +10,190 | New |
| Nissay Asset Management Corp | 10,238 | $3.66M | 0.02% | +115+1.1% | Added |
| Bell Asset Management Ltd | 10,283 | $3.68M | 0.98% | +10,283 | New |
| Anchor Investment Management, LLC | 10,666 | $3.81M | 0.31% | +397+3.9% | Added |
| Boothbay Fund Management, LLC | 10,969 | $3.92M | 0.10% | +9,234+532.2% | Added |
| 2Xideas AG | 11,037 | $3.94M | 1.10% | −8,034−42.1% | Reduced |
| Advisor Group Holdings, Inc. | 11,073 | $3.96M | 0.01% | −1,837−14.2% | Reduced |
| Lord, Abbett & Co. LLC | 11,116 | $3.97M | 0.01% | +11,116 | New |
| Catalyst Funds Management Pty Ltd | 11,400 | $4.07M | 0.94% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 11,850 | $4.23M | 0.22% | +361+3.1% | Added |
| Kerusso Capital Management LLC | 12,092 | $4.32M | 2.00% | +2,902+31.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,204 | $4.36M | 0.04% | −641−5.0% | Reduced |
| Daiwa Securities Group Inc. | 12,473 | $4.46M | 0.01% | +668+5.7% | Added |
| Swiss Life Asset Management Ltd | 12,652 | $4.52M | 0.02% | +261+2.1% | Added |
| HighTower Advisors, LLC | 12,720 | $4.54M | 0.00% | −143−1.1% | Reduced |
| CIBC Private Wealth Group, LLC | 12,792 | $4.57M | 0.01% | +262+2.1% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,892 | $4.60M | 0.04% | +12,892 | New |