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 |
|---|---|---|---|---|---|
| Winmill & Co. Inc | 48,860 | $17.5M | 4.65% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 49,606 | $17.7M | 0.10% | −3,084−5.9% | Reduced |
| GW&K Investment Management, LLC | 51,473 | $18.4M | 0.16% | +110+0.2% | Added |
| Weiss Asset Management LP | 52,206 | $18.6M | 0.26% | +52,206 | New |
| Korea Investment CORP | 56,711 | $20.3M | 0.04% | −357−0.6% | Reduced |
| HSBC Holdings PLC | 58,411 | $20.9M | 0.01% | −41,655−41.6% | Reduced |
| Russell Investments Group, Ltd. | 59,134 | $21.1M | 0.02% | +210+0.4% | Added |
| Cander Asset Management LP | 60,548 | $21.6M | 4.00% | +60,548 | New |
| Janney Montgomery Scott LLC | 61,722 | $22.0M | 0.05% | +8,514+16.0% | Added |
| Artemis Investment Management LLP | 63,268 | $22.6M | 0.27% | +9,036+16.7% | Added |
| Royal London Asset Management Ltd | 64,923 | $23.2M | 0.05% | −140−0.2% | Reduced |
| Aviva PLC | 66,939 | $23.9M | 0.04% | +3,534+5.6% | Added |
| Moore Capital Management, LP | 67,008 | $23.9M | 0.49% | +67,008 | New |
| Foster Victor Wealth Advisors, LLC | 65,328 | $24.7M | 1.44% | +3,497+5.7% | Added |
| Lynwood Price Capital Management LP | 70,000 | $25.0M | 12.17% | +11,000+18.6% | Added |
| State Board of Administration of Florida Retirement System | 72,197 | $25.8M | 0.05% | −1,772−2.4% | Reduced |
| Swedbank AB | 72,487 | $25.9M | 0.03% | −8,000−9.9% | Reduced |
| Woodline Partners LP | 73,546 | $26.3M | 0.10% | +73,546 | New |
| Trillium Asset Management, LLC | 74,280 | $26.8M | 0.82% | +10,945+17.3% | Added |
| D. E. Shaw & Co., Inc. | 78,252 | $27.9M | 0.02% | +1,647+2.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 77,992 | $28.2M | 0.02% | +5,179+7.1% | Added |
| Hudson Bay Capital Management LP | 80,097 | $28.6M | 0.16% | −19,021−19.2% | Reduced |
| Heron Bay Capital Management | 83,827 | $29.9M | 5.71% | +4,050+5.1% | Added |
| Solel Partners LP | 87,000 | $31.1M | 5.03% | 00.0% | Unchanged |
| Barclays PLC | 88,787 | $31.7M | 0.01% | +8,815+11.0% | Added |
| Standard Life Aberdeen plc | 97,431 | $34.8M | 0.05% | +4,737+5.1% | Added |
| First Trust Advisors LP | 98,528 | $35.2M | 0.03% | −43,201−30.5% | Reduced |
| Citigroup Inc | 99,156 | $35.4M | 0.02% | −43,629−30.6% | Reduced |
| Buckingham Strategic Partners | 99,810 | $35.6M | 0.44% | −99,170−49.8% | Reduced |
| Senator Investment Group LP | 100,000 | $35.7M | 1.43% | +100,000 | New |
| Rhumbline Advisers | 100,756 | $36.0M | 0.03% | −2,741−2.6% | Reduced |
| Perpetual Ltd | 101,433 | $36.2M | 0.52% | +101,433 | New |
| Family Wealth Partners, LLC | 102,005 | $36.4M | 13.13% | −3,639−3.4% | Reduced |
| King Street Capital Management, L.P. | 104,000 | $37.1M | 5.13% | +104,000 | New |
| Victory Capital Management Inc | 104,453 | $37.3M | 0.02% | −13,704−11.6% | Reduced |
| Ensign Peak Advisors, Inc | 109,878 | $39.2M | 0.07% | −4,400−3.9% | Reduced |
| Jennison Associates LLC | 111,667 | $39.9M | 0.02% | −993,283−89.9% | Reduced |
| SEI Investments Co | 111,807 | $39.9M | 0.04% | −11,928−9.6% | Reduced |
| Renaissance Technologies LLC | 114,060 | $40.7M | 0.06% | +31,460+38.1% | Added |
| Southpoint Capital Advisors LP | 115,000 | $41.1M | 0.95% | 00.0% | Unchanged |
| PFA Pension, Forsikringsaktieselskab | 114,846 | $41.3M | 0.12% | +114,846 | New |
| Bridgewater Associates, LP | 118,294 | $42.3M | 0.15% | −90,450−43.3% | Reduced |
| California State Teachers Retirement System | 119,651 | $42.7M | 0.04% | +10.0% | Added |
| Danske Bank A/S | 124,333 | $44.4M | 0.10% | −7,099−5.4% | Reduced |
| National Pension Service | 126,025 | $45.0M | 0.03% | +9,038+7.7% | Added |
| Allspring Global Investments Holdings, LLC | 124,728 | $45.1M | 0.07% | −37,658−23.2% | Reduced |
| Jain Global LLC | 131,527 | $47.0M | 0.46% | +129,739+7,256.1% | Added |
| Junto Capital Management LP | 133,828 | $47.8M | 1.07% | −217,382−61.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 134,221 | $47.9M | 0.03% | +32,800+32.3% | Added |
| LPL Financial LLC | 134,639 | $48.1M | 0.01% | +5,741+4.5% | Added |
| Westwood Holdings Group Inc. | 138,040 | $49.3M | 0.40% | −52,049−27.4% | Reduced |
| Wellington Management Group LLP | 148,452 | $53.0M | 0.01% | −11,752−7.3% | Reduced |
| California Public Employees Retirement System | 152,668 | $54.5M | 0.03% | −6,847−4.3% | Reduced |
| Nuveen, LLC | 159,596 | $57.0M | 0.01% | −29,329−15.5% | Reduced |
| Ameriprise Financial Inc | 161,410 | $57.6M | 0.01% | +48,778+43.3% | Added |
| Franklin Resources Inc | 161,772 | $57.8M | 0.01% | −7,015−4.2% | Reduced |
| Amundi | 170,754 | $61.0M | 0.02% | +44,154+34.9% | Added |
| Bamco Inc | 175,245 | $62.6M | 0.17% | −32,652−15.7% | Reduced |
| Employees Retirement System of Texas | 176,200 | $62.9M | 0.51% | +14,700+9.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 176,484 | $63.0M | 0.04% | −7,190−3.9% | Reduced |
| Royal Bank of Canada | 180,720 | $64.5M | 0.01% | −112,232−38.3% | Reduced |
| Stifel Financial Corp | 181,199 | $64.7M | 0.06% | −5,629−3.0% | Reduced |
| Brown Brothers Harriman & Co | 187,084 | $66.8M | 0.36% | −3,274−1.7% | Reduced |
| Deutsche Bank AG | 188,100 | $67.2M | 0.02% | +14,892+8.6% | Added |
| Truist Financial Corp | 206,345 | $73.7M | 0.10% | −3,302−1.6% | Reduced |
| Tremblant Capital Group | 222,165 | $79.4M | 2.02% | +222,165 | New |
| Coronation Fund Managers Ltd. | 228,265 | $81.5M | 3.66% | +40,292+21.4% | Added |
| Fort Washington Investment Advisors Inc | 251,397 | $89.8M | 0.48% | +28,253+12.7% | Added |
| Egerton Capital (UK) LLP | 254,813 | $91.0M | 0.99% | +254,813 | New |
| Gilder Gagnon Howe & Co LLC | 259,070 | $92.5M | 0.98% | −6,896−2.6% | Reduced |
| Goldman Sachs Group Inc | 279,485 | $99.8M | 0.01% | −6,121−2.1% | Reduced |
| Price T Rowe Associates Inc | 289,691 | $103.5M | 0.01% | +18,678+6.9% | Added |
| Clarkston Capital Partners, LLC | 301,484 | $107.7M | 2.49% | −197,149−39.5% | Reduced |
| Millennium Management LLC | 304,710 | $108.8M | 0.08% | −748,458−71.1% | Reduced |
| Nomura Asset Management International Inc. | 328,926 | $117.5M | 0.18% | +328,926 | New |
| Envestnet Asset Management Inc | 352,940 | $126.1M | 0.04% | −44,415−11.2% | Reduced |
| Citadel Advisors LLC | 356,446 | $127.3M | 0.09% | −27,905−7.3% | Reduced |
| Holocene Advisors, LP | 362,364 | $129.4M | 0.27% | +63,491+21.2% | Added |
| Caisse de Depot Et Placement du Quebec | 363,462 | $129.8M | 0.22% | +52,530+16.9% | Added |
| Bank of New York Mellon Corp | 365,384 | $130.5M | 0.02% | −87,090−19.2% | Reduced |
| Legal & General Group Plc | 368,301 | $131.5M | 0.03% | +32,932+9.8% | Added |
| Cantillon Capital Management LLC | 369,068 | $131.8M | 0.71% | +369,068 | New |
| First Pacific Advisors, LP | 387,412 | $138.4M | 1.82% | −56,091−12.6% | Reduced |
| Fairview Capital Investment Management, LLC | 413,744 | $147.8M | 7.59% | −24,161−5.5% | Reduced |
| Charles Schwab Investment Management Inc | 418,574 | $149.5M | 0.02% | +13,422+3.3% | Added |
| UBS Group AG | 428,755 | $153.1M | 0.03% | +92,627+27.6% | Added |
| Eminence Capital, LP | 441,845 | $157.8M | 2.50% | −145,779−24.8% | Reduced |
| Railway Pension Investments Ltd | 445,280 | $159.0M | 1.87% | +81,880+22.5% | Added |
| Azora Capital LP | 448,189 | $160.1M | 10.08% | +94,833+26.8% | Added |
| American Century Companies Inc | 455,761 | $162.8M | 0.08% | +28,127+6.6% | Added |
| Epoch Investment Partners, Inc. | 462,450 | $165.2M | 0.94% | −20,248−4.2% | Reduced |
| Wells Fargo & Company | 486,928 | $173.9M | 0.03% | −76,685−13.6% | Reduced |
| Van Eck Associates Corp | 493,788 | $176.4M | 0.15% | +486,453+6,631.9% | Added |
| Third Point LLCSuperinvestorThird Point | 510,000 | $182.2M | 2.50% | −84,143−14.2% | Reduced |
| Invesco Ltd. | 514,687 | $183.8M | 0.02% | −24,757−4.6% | Reduced |
| Northern Trust Corp | 515,460 | $184.1M | 0.02% | −16,842−3.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 559,951 | $200.0M | 1.59% | +6,630+1.2% | Added |
| UBS Asset Management Americas Inc | 581,924 | $207.8M | 0.04% | −7,567−1.3% | Reduced |
| Westfield Capital Management Co LP | 625,562 | $223.4M | 0.93% | +50,100+8.7% | Added |
| TD Asset Management Inc | 633,192 | $226.2M | 0.18% | −58,510−8.5% | Reduced |