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 |
|---|---|---|---|---|---|
| Standard Life Aberdeen plc | 97,431 | $34.8M | 0.05% | +4,737+5.1% | Added |
| Barclays PLC | 88,787 | $31.7M | 0.01% | +8,815+11.0% | Added |
| Solel Partners LP | 87,000 | $31.1M | 5.03% | 00.0% | Unchanged |
| Heron Bay Capital Management | 83,827 | $29.9M | 5.71% | +4,050+5.1% | Added |
| Hudson Bay Capital Management LP | 80,097 | $28.6M | 0.16% | −19,021−19.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 77,992 | $28.2M | 0.02% | +5,179+7.1% | Added |
| D. E. Shaw & Co., Inc. | 78,252 | $27.9M | 0.02% | +1,647+2.1% | Added |
| Trillium Asset Management, LLC | 74,280 | $26.8M | 0.82% | +10,945+17.3% | Added |
| Woodline Partners LP | 73,546 | $26.3M | 0.10% | +73,546 | New |
| Swedbank AB | 72,487 | $25.9M | 0.03% | −8,000−9.9% | Reduced |
| State Board of Administration of Florida Retirement System | 72,197 | $25.8M | 0.05% | −1,772−2.4% | Reduced |
| Lynwood Price Capital Management LP | 70,000 | $25.0M | 12.17% | +11,000+18.6% | Added |
| Foster Victor Wealth Advisors, LLC | 65,328 | $24.7M | 1.44% | +3,497+5.7% | Added |
| Moore Capital Management, LP | 67,008 | $23.9M | 0.49% | +67,008 | New |
| Aviva PLC | 66,939 | $23.9M | 0.04% | +3,534+5.6% | Added |
| Royal London Asset Management Ltd | 64,923 | $23.2M | 0.05% | −140−0.2% | Reduced |
| Artemis Investment Management LLP | 63,268 | $22.6M | 0.27% | +9,036+16.7% | Added |
| Janney Montgomery Scott LLC | 61,722 | $22.0M | 0.05% | +8,514+16.0% | Added |
| Cander Asset Management LP | 60,548 | $21.6M | 4.00% | +60,548 | New |
| Russell Investments Group, Ltd. | 59,134 | $21.1M | 0.02% | +210+0.4% | Added |
| HSBC Holdings PLC | 58,411 | $20.9M | 0.01% | −41,655−41.6% | Reduced |
| Korea Investment CORP | 56,711 | $20.3M | 0.04% | −357−0.6% | Reduced |
| Weiss Asset Management LP | 52,206 | $18.6M | 0.26% | +52,206 | New |
| GW&K Investment Management, LLC | 51,473 | $18.4M | 0.16% | +110+0.2% | Added |
| Mawer Investment Management Ltd. | 49,606 | $17.7M | 0.10% | −3,084−5.9% | Reduced |
| Winmill & Co. Inc | 48,860 | $17.5M | 4.65% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 44,463 | $15.9M | 0.02% | −3,058−6.4% | Reduced |
| Verition Fund Management LLC | 44,139 | $15.8M | 0.09% | +10,847+32.6% | Added |
| State of Wisconsin Investment Board | 43,988 | $15.7M | 0.04% | −10,388−19.1% | Reduced |
| New York State Common Retirement Fund | 43,641 | $15.6M | 0.02% | −14,267−24.6% | Reduced |
| Susquehanna International Group, LLP | 42,685 | $15.2M | 0.02% | −42,801−50.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 42,585 | $15.2M | 0.02% | +816+2.0% | Added |
| Teca Partners, LP | 41,531 | $14.8M | 9.02% | −6,953−14.3% | Reduced |
| LTS One Management LP | 41,400 | $14.8M | 5.71% | −8,600−17.2% | Reduced |
| Natixis Advisors, L.P. | 40,834 | $14.6M | 0.02% | −15,108−27.0% | Reduced |
| LRZ Capital LLC | 40,795 | $14.6M | 6.58% | +40,795 | New |
| Adage Capital Partners GP, L.L.C. | 40,000 | $14.3M | 0.02% | +40,000 | New |
| Whittier Trust Co | 36,381 | $13.7M | 0.15% | +1,220+3.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,804 | $13.5M | 0.03% | −242−0.6% | Reduced |
| Captrust Financial Advisors | 36,690 | $13.1M | 0.02% | −639−1.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 35,746 | $12.8M | 0.03% | −5,145−12.6% | Reduced |
| Logan Capital Management Inc | 35,656 | $12.7M | 0.54% | +356+1.0% | Added |
| Picton Mahoney Asset Management | 35,413 | $12.6M | 0.14% | +33,213+1,509.7% | Added |
| BNP Paribas Arbitrage, SA | 35,304 | $12.6M | 0.01% | +2,884+8.9% | Added |
| Pathstone Holdings, LLC | 35,291 | $12.6M | 0.05% | +1,224+3.6% | Added |
| Quantinno Capital Management LP | 34,946 | $12.5M | 0.03% | +4,516+14.8% | Added |
| Diamond Hill Capital Management Inc | 34,304 | $12.3M | 0.06% | −883−2.5% | Reduced |
| La Banque Postale Asset Management SA | 34,294 | $12.2M | 0.14% | −1,834−5.1% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 33,682 | $12.1M | 0.29% | +27,746+467.4% | Added |
| Treasurer of the State of North Carolina | 33,383 | $11.9M | 0.04% | −2,444−6.8% | Reduced |
| CI Private Wealth, LLC | 32,951 | $11.8M | 0.02% | +528+1.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 32,654 | $11.7M | 0.10% | +770+2.4% | Added |
| Storebrand Asset Management AS | 31,688 | $11.3M | 0.03% | −6,682−17.4% | Reduced |
| Asset Management One Co.,Ltd. | 30,234 | $11.1M | 0.03% | −782−2.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 30,742 | $11.0M | 0.07% | +842+2.8% | Added |
| KLP Kapitalforvaltning AS | 30,700 | $11.0M | 0.04% | +2,800+10.0% | Added |
| Burney Co | 29,883 | $10.7M | 0.33% | −1,181−3.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,467 | $10.5M | 0.01% | +29,467 | New |
| Thornburg Investment Management Inc | 29,470 | $10.5M | 0.13% | −259−0.9% | Reduced |
| Private Advisor Group, LLC | 29,097 | $10.4M | 0.05% | −1,034−3.4% | Reduced |
| Assenagon Asset Management S.A. | 28,912 | $10.3M | 0.02% | +26,509+1,103.2% | Added |
| Icon Advisers Inc | 28,748 | $10.3M | 2.22% | −2,540−8.1% | Reduced |
| KWB Wealth | 28,624 | $10.2M | 0.97% | +179+0.6% | Added |
| State of New Jersey Common Pension Fund D | 27,298 | $9.75M | 0.04% | −682−2.4% | Reduced |
| Man Group plc | 27,220 | $9.72M | 0.02% | −133,932−83.1% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 26,988 | $9.64M | 0.05% | +2,929+12.2% | Added |
| Nomura Holdings Inc | 26,127 | $9.33M | 0.03% | +24,630+1,645.3% | Added |
| Vestmark Advisory Solutions, Inc. | 25,915 | $9.26M | 0.12% | +3,569+16.0% | Added |
| ArrowMark Colorado Holdings LLC | 25,835 | $9.23M | 0.20% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 25,577 | $9.14M | 0.02% | +1,314+5.4% | Added |
| Seven Grand Managers, LLC | 25,000 | $8.93M | 0.68% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 24,910 | $8.90M | 0.03% | −2,611−9.5% | Reduced |
| Great West Life Assurance Co | 24,182 | $8.64M | 0.02% | −23,475−49.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 23,829 | $8.54M | 0.04% | −1,281−5.1% | Reduced |
| AQR Capital Management LLC | 23,448 | $8.37M | 0.00% | −4,717−16.7% | Reduced |
| Handelsbanken Fonder AB | 22,581 | $8.06M | 0.02% | +1,000+4.6% | Added |
| Arizona State Retirement System | 21,963 | $7.84M | 0.04% | −1,576−6.7% | Reduced |
| EFG International AG | 21,362 | $7.63M | 0.15% | +21,362 | New |
| Fremen Capital Management LP | 21,332 | $7.62M | 6.23% | +21,332 | New |
| CenterBook Partners LP | 21,322 | $7.62M | 0.37% | +21,322 | New |
| Reinhart Partners, Inc. | 20,876 | $7.46M | 0.22% | −7,289−25.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 19,780 | $7.45M | 0.15% | +375+1.9% | Added |
| Brant Point Investment Management LLC | 20,740 | $7.41M | 1.79% | −3,575−14.7% | Reduced |
| Brevan Howard Capital Management LP | 20,583 | $7.35M | 0.14% | +13,385+186.0% | Added |
| Kennedy Capital Management, Inc. | 20,233 | $7.23M | 0.15% | −3,759−15.7% | Reduced |
| NewEdge Wealth, LLC | 19,970 | $7.13M | 0.08% | −1,424−6.7% | Reduced |
| US Bancorp | 19,865 | $7.10M | 0.01% | −671−3.3% | Reduced |
| Winthrop Advisory Group LLC | 19,723 | $7.04M | 0.60% | −556−2.7% | Reduced |
| Illinois Municipal Retirement Fund | 19,516 | $6.97M | 0.09% | −2,213−10.2% | Reduced |
| Argent Capital Management LLC | 19,127 | $6.83M | 0.19% | −124−0.6% | Reduced |
| MML Investors Services, LLC | 18,851 | $6.73M | 0.02% | +302+1.6% | Added |
| Point72 Asset Management, L.P. | 18,778 | $6.71M | 0.01% | +18,778 | New |
| Cetera Investment Advisers | 18,759 | $6.70M | 0.01% | −239−1.3% | Reduced |
| Empowered Funds, LLC | 18,354 | $6.56M | 0.11% | −20,099−52.3% | Reduced |
| IFM Investors Pty Ltd | 18,054 | $6.45M | 0.05% | +675+3.9% | Added |
| Eagle Rock Investment Company, LLC | 17,880 | $6.39M | 0.90% | −51−0.3% | Reduced |
| Xponance, Inc. | 17,382 | $6.21M | 0.05% | +490+2.9% | Added |
| Comerica Bank | 17,144 | $6.12M | 0.02% | −128,074−88.2% | Reduced |
| Forsta Ap-Fonden | 16,520 | $5.90M | 0.04% | −880−5.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,492 | $5.89M | 0.11% | +2,717+19.7% | Added |