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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 743,717 | $226.2M | 0.64% | −23,616−3.1% | Reduced |
| FMR LLC | 664,979 | $237.5M | 0.01% | −456,944−40.7% | Reduced |
| Raymond James Financial Inc | 729,567 | $261.7M | 0.08% | −94,700−11.5% | Reduced |
| Darlington Partners Capital Management, LP | 783,006 | $279.7M | 11.19% | −2,731−0.3% | Reduced |
| Dimensional Fund Advisors LP | 788,342 | $281.6M | 0.06% | −59,474−7.0% | Reduced |
| Bank of America Corp | 796,171 | $284.4M | 0.02% | −81,861−9.3% | Reduced |
| SurgoCap Partners LP | 995,000 | $355.4M | 9.84% | +722+0.1% | Added |
| Norges Bank | 1,040,445 | $371.6M | 0.04% | +1,040,445 | New |
| JPMorgan Chase & Co | 1,197,366 | $427.7M | 0.03% | +258,611+27.5% | Added |
| Alliancebernstein L.P. | 1,199,344 | $428.4M | 0.14% | +635,129+112.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,261,285 | $450.5M | 1.50% | +1,261,285 | New |
| Geode Capital Management, LLC | 1,554,814 | $553.9M | 0.03% | +11,556+0.7% | Added |
| Samlyn Capital, LLC | 1,579,259 | $564.1M | 9.00% | +232,765+17.3% | Added |
| WCM Investment Management, LLC | 1,721,473 | $619.3M | 1.28% | −21,518−1.2% | Reduced |
| Morgan Stanley | 1,763,263 | $629.8M | 0.04% | +283,612+19.2% | Added |
| State Street Corp | 1,843,135 | $658.3M | 0.02% | +14,680+0.8% | Added |
| Principal Financial Group Inc | 1,934,483 | $691.0M | 0.35% | −35,538−1.8% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,074,948 | $741.1M | 5.44% | −180,766−8.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,298,547 | $821.0M | 2.20% | −184,068−7.4% | Reduced |
| Janus Henderson Group PLC | 3,377,553 | $1.21B | 0.54% | +280,202+9.0% | Added |
| Boston Partners | 3,550,318 | $1.27B | 1.31% | −119,008−3.2% | Reduced |
| Capital World Investors | 3,625,357 | $1.29B | 0.18% | +996,806+37.9% | Added |
| Massachusetts Financial Services Co | 3,719,447 | $1.33B | 0.43% | +477,094+14.7% | Added |
| Dodge & Cox | 3,948,970 | $1.41B | 0.76% | +619,715+18.6% | Added |
| BlackRock, Inc. | 4,989,024 | $1.78B | 0.03% | +12,507+0.3% | Added |
| Vanguard Group Inc | 8,148,558 | $2.91B | 0.04% | −155,210−1.9% | Reduced |
| Agf Management Ltd | 0 | $0 | 0.00% | −537,275−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −69,477−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −69,100−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −53,843−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −27,180−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −25,073−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −17,576−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −8,881−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −8,607−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −6,115−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,016−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −3,605−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,047−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,555−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,398−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −2,358−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −2,318−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −2,243−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −2,089−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −1,731−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −1,722−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,677−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −1,573−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Severin Investments, LLC | 0 | $0 | 0.00% | −1,510−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −1,482−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −1,315−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −1,257−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −1,076−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −862−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −806−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −783−100.0% | Sold out |
| Tranquility Partners, LLC | 0 | $0 | 0.00% | −781−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −719−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −696−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Genesis Private Wealth, LLC | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −643−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| Seven Mile Advisory | 0 | $0 | 0.00% | −616−100.0% | Sold out |
| Keystone Financial Group | 0 | $0 | 0.00% | −407−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Alpine Bank Wealth Management | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Tidemark, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Citizens National Bank Trust Department | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Strive Asset Management, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −17−100.0% | Sold out |