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 |
|---|---|---|---|---|---|
| KBC Group NV | 12,913 | $4.61M | 0.01% | −21−0.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,984 | $4.64M | 0.04% | −2,773−17.6% | Reduced |
| Toronto Dominion Bank | 13,027 | $4.65M | 0.01% | −159−1.2% | Reduced |
| STRS Ohio | 13,109 | $4.68M | 0.02% | −2,996−18.6% | Reduced |
| Utah Retirement Systems | 13,169 | $4.70M | 0.04% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 13,203 | $4.72M | 0.36% | +2,482+23.2% | Added |
| Kornitzer Capital Management Inc | 13,500 | $4.82M | 0.10% | +13,500 | New |
| Wiley Bros.-Aintree Capital, LLC | 13,761 | $4.89M | 0.03% | −1,027−6.9% | Reduced |
| Nations Financial Group Inc, | 14,161 | $5.06M | 0.27% | +14,161 | New |
| British Columbia Investment Management Corp | 14,168 | $5.06M | 0.03% | +2,674+23.3% | Added |
| Iridian Asset Management LLC | 14,385 | $5.14M | 1.89% | +538+3.9% | Added |
| Silvant Capital Management LLC | 14,579 | $5.21M | 0.18% | +234+1.6% | Added |
| O'Shaughnessy Asset Management, LLC | 14,647 | $5.23M | 0.03% | −441−2.9% | Reduced |
| Tocqueville Asset Management L.P. | 14,660 | $5.24M | 0.08% | −203−1.4% | Reduced |
| Commerce Bank | 14,678 | $5.24M | 0.03% | −268−1.8% | Reduced |
| TCW Group Inc | 14,768 | $5.27M | 0.04% | +14,768 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 14,820 | $5.29M | 0.04% | −1,080−6.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,983 | $5.35M | 0.03% | +14,983 | New |
| SCS Capital Management LLC | 15,161 | $5.42M | 0.06% | −1,000−6.2% | Reduced |
| DnB Asset Management AS | 15,216 | $5.43M | 0.02% | +137+0.9% | Added |
| Sanctuary Advisors, LLC | 15,254 | $5.45M | 0.03% | −3,661−19.4% | Reduced |
| Eurizon Capital SGR S.p.A. | 15,475 | $5.53M | 0.02% | +15,475 | New |
| Tobam | 15,505 | $5.54M | 1.36% | +1,857+13.6% | Added |
| Primecap Management Co | 16,000 | $5.71M | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 16,239 | $5.81M | 0.02% | −885−5.2% | Reduced |
| Atria Investments LLC | 16,307 | $5.82M | 0.07% | −1,055−6.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,492 | $5.89M | 0.11% | +2,717+19.7% | Added |
| Forsta Ap-Fonden | 16,520 | $5.90M | 0.04% | −880−5.1% | Reduced |
| Comerica Bank | 17,144 | $6.12M | 0.02% | −128,074−88.2% | Reduced |
| Xponance, Inc. | 17,382 | $6.21M | 0.05% | +490+2.9% | Added |
| Eagle Rock Investment Company, LLC | 17,880 | $6.39M | 0.90% | −51−0.3% | Reduced |
| IFM Investors Pty Ltd | 18,054 | $6.45M | 0.05% | +675+3.9% | Added |
| Empowered Funds, LLC | 18,354 | $6.56M | 0.11% | −20,099−52.3% | Reduced |
| Cetera Investment Advisers | 18,759 | $6.70M | 0.01% | −239−1.3% | Reduced |
| Point72 Asset Management, L.P. | 18,778 | $6.71M | 0.01% | +18,778 | New |
| MML Investors Services, LLC | 18,851 | $6.73M | 0.02% | +302+1.6% | Added |
| Argent Capital Management LLC | 19,127 | $6.83M | 0.19% | −124−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 19,516 | $6.97M | 0.09% | −2,213−10.2% | Reduced |
| Winthrop Advisory Group LLC | 19,723 | $7.04M | 0.60% | −556−2.7% | Reduced |
| US Bancorp | 19,865 | $7.10M | 0.01% | −671−3.3% | Reduced |
| NewEdge Wealth, LLC | 19,970 | $7.13M | 0.08% | −1,424−6.7% | Reduced |
| Kennedy Capital Management, Inc. | 20,233 | $7.23M | 0.15% | −3,759−15.7% | Reduced |
| Brevan Howard Capital Management LP | 20,583 | $7.35M | 0.14% | +13,385+186.0% | Added |
| Brant Point Investment Management LLC | 20,740 | $7.41M | 1.79% | −3,575−14.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 19,780 | $7.45M | 0.15% | +375+1.9% | Added |
| Reinhart Partners, Inc. | 20,876 | $7.46M | 0.22% | −7,289−25.9% | Reduced |
| CenterBook Partners LP | 21,322 | $7.62M | 0.37% | +21,322 | New |
| Fremen Capital Management LP | 21,332 | $7.62M | 6.23% | +21,332 | New |
| EFG International AG | 21,362 | $7.63M | 0.15% | +21,362 | New |
| Arizona State Retirement System | 21,963 | $7.84M | 0.04% | −1,576−6.7% | Reduced |
| Handelsbanken Fonder AB | 22,581 | $8.06M | 0.02% | +1,000+4.6% | Added |
| AQR Capital Management LLC | 23,448 | $8.37M | 0.00% | −4,717−16.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 23,829 | $8.54M | 0.04% | −1,281−5.1% | Reduced |
| Great West Life Assurance Co | 24,182 | $8.64M | 0.02% | −23,475−49.3% | Reduced |
| Public Employees Retirement System of Ohio | 24,910 | $8.90M | 0.03% | −2,611−9.5% | Reduced |
| Seven Grand Managers, LLC | 25,000 | $8.93M | 0.68% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 25,577 | $9.14M | 0.02% | +1,314+5.4% | Added |
| ArrowMark Colorado Holdings LLC | 25,835 | $9.23M | 0.20% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 25,915 | $9.26M | 0.12% | +3,569+16.0% | Added |
| Nomura Holdings Inc | 26,127 | $9.33M | 0.03% | +24,630+1,645.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 26,988 | $9.64M | 0.05% | +2,929+12.2% | Added |
| Man Group plc | 27,220 | $9.72M | 0.02% | −133,932−83.1% | Reduced |
| State of New Jersey Common Pension Fund D | 27,298 | $9.75M | 0.04% | −682−2.4% | Reduced |
| KWB Wealth | 28,624 | $10.2M | 0.97% | +179+0.6% | Added |
| Icon Advisers Inc | 28,748 | $10.3M | 2.22% | −2,540−8.1% | Reduced |
| Assenagon Asset Management S.A. | 28,912 | $10.3M | 0.02% | +26,509+1,103.2% | Added |
| Private Advisor Group, LLC | 29,097 | $10.4M | 0.05% | −1,034−3.4% | Reduced |
| Thornburg Investment Management Inc | 29,470 | $10.5M | 0.13% | −259−0.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,467 | $10.5M | 0.01% | +29,467 | New |
| Burney Co | 29,883 | $10.7M | 0.33% | −1,181−3.8% | Reduced |
| KLP Kapitalforvaltning AS | 30,700 | $11.0M | 0.04% | +2,800+10.0% | Added |
| Mn Services Vermogensbeheer B.V. | 30,742 | $11.0M | 0.07% | +842+2.8% | Added |
| Asset Management One Co.,Ltd. | 30,234 | $11.1M | 0.03% | −782−2.5% | Reduced |
| Storebrand Asset Management AS | 31,688 | $11.3M | 0.03% | −6,682−17.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 32,654 | $11.7M | 0.10% | +770+2.4% | Added |
| CI Private Wealth, LLC | 32,951 | $11.8M | 0.02% | +528+1.6% | Added |
| Treasurer of the State of North Carolina | 33,383 | $11.9M | 0.04% | −2,444−6.8% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 33,682 | $12.1M | 0.29% | +27,746+467.4% | Added |
| La Banque Postale Asset Management SA | 34,294 | $12.2M | 0.14% | −1,834−5.1% | Reduced |
| Diamond Hill Capital Management Inc | 34,304 | $12.3M | 0.06% | −883−2.5% | Reduced |
| Quantinno Capital Management LP | 34,946 | $12.5M | 0.03% | +4,516+14.8% | Added |
| Pathstone Holdings, LLC | 35,291 | $12.6M | 0.05% | +1,224+3.6% | Added |
| BNP Paribas Arbitrage, SA | 35,304 | $12.6M | 0.01% | +2,884+8.9% | Added |
| Picton Mahoney Asset Management | 35,413 | $12.6M | 0.14% | +33,213+1,509.7% | Added |
| Logan Capital Management Inc | 35,656 | $12.7M | 0.54% | +356+1.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 35,746 | $12.8M | 0.03% | −5,145−12.6% | Reduced |
| Captrust Financial Advisors | 36,690 | $13.1M | 0.02% | −639−1.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,804 | $13.5M | 0.03% | −242−0.6% | Reduced |
| Whittier Trust Co | 36,381 | $13.7M | 0.15% | +1,220+3.5% | Added |
| Adage Capital Partners GP, L.L.C. | 40,000 | $14.3M | 0.02% | +40,000 | New |
| LRZ Capital LLC | 40,795 | $14.6M | 6.58% | +40,795 | New |
| Natixis Advisors, L.P. | 40,834 | $14.6M | 0.02% | −15,108−27.0% | Reduced |
| LTS One Management LP | 41,400 | $14.8M | 5.71% | −8,600−17.2% | Reduced |
| Teca Partners, LP | 41,531 | $14.8M | 9.02% | −6,953−14.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 42,585 | $15.2M | 0.02% | +816+2.0% | Added |
| Susquehanna International Group, LLP | 42,685 | $15.2M | 0.02% | −42,801−50.1% | Reduced |
| New York State Common Retirement Fund | 43,641 | $15.6M | 0.02% | −14,267−24.6% | Reduced |
| State of Wisconsin Investment Board | 43,988 | $15.7M | 0.04% | −10,388−19.1% | Reduced |
| Verition Fund Management LLC | 44,139 | $15.8M | 0.09% | +10,847+32.6% | Added |
| Pictet Asset Management Holding SA | 44,463 | $15.9M | 0.02% | −3,058−6.4% | Reduced |