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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 16,307 | $5.82M | 0.07% | −1,055−6.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 16,239 | $5.81M | 0.02% | −885−5.2% | Reduced |
| Primecap Management Co | 16,000 | $5.71M | 0.00% | 00.0% | Unchanged |
| Tobam | 15,505 | $5.54M | 1.36% | +1,857+13.6% | Added |
| Eurizon Capital SGR S.p.A. | 15,475 | $5.53M | 0.02% | +15,475 | New |
| Sanctuary Advisors, LLC | 15,254 | $5.45M | 0.03% | −3,661−19.4% | Reduced |
| DnB Asset Management AS | 15,216 | $5.43M | 0.02% | +137+0.9% | Added |
| SCS Capital Management LLC | 15,161 | $5.42M | 0.06% | −1,000−6.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,983 | $5.35M | 0.03% | +14,983 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 14,820 | $5.29M | 0.04% | −1,080−6.8% | Reduced |
| TCW Group Inc | 14,768 | $5.27M | 0.04% | +14,768 | New |
| Commerce Bank | 14,678 | $5.24M | 0.03% | −268−1.8% | Reduced |
| Tocqueville Asset Management L.P. | 14,660 | $5.24M | 0.08% | −203−1.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,647 | $5.23M | 0.03% | −441−2.9% | Reduced |
| Silvant Capital Management LLC | 14,579 | $5.21M | 0.18% | +234+1.6% | Added |
| Iridian Asset Management LLC | 14,385 | $5.14M | 1.89% | +538+3.9% | Added |
| British Columbia Investment Management Corp | 14,168 | $5.06M | 0.03% | +2,674+23.3% | Added |
| Nations Financial Group Inc, | 14,161 | $5.06M | 0.27% | +14,161 | New |
| Wiley Bros.-Aintree Capital, LLC | 13,761 | $4.89M | 0.03% | −1,027−6.9% | Reduced |
| Kornitzer Capital Management Inc | 13,500 | $4.82M | 0.10% | +13,500 | New |
| United Asset Strategies, Inc. | 13,203 | $4.72M | 0.36% | +2,482+23.2% | Added |
| Utah Retirement Systems | 13,169 | $4.70M | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 13,109 | $4.68M | 0.02% | −2,996−18.6% | Reduced |
| Toronto Dominion Bank | 13,027 | $4.65M | 0.01% | −159−1.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,984 | $4.64M | 0.04% | −2,773−17.6% | Reduced |
| KBC Group NV | 12,913 | $4.61M | 0.01% | −21−0.2% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,892 | $4.60M | 0.04% | +12,892 | New |
| CIBC Private Wealth Group, LLC | 12,792 | $4.57M | 0.01% | +262+2.1% | Added |
| HighTower Advisors, LLC | 12,720 | $4.54M | 0.00% | −143−1.1% | Reduced |
| Swiss Life Asset Management Ltd | 12,652 | $4.52M | 0.02% | +261+2.1% | Added |
| Daiwa Securities Group Inc. | 12,473 | $4.46M | 0.01% | +668+5.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,204 | $4.36M | 0.04% | −641−5.0% | Reduced |
| Kerusso Capital Management LLC | 12,092 | $4.32M | 2.00% | +2,902+31.6% | Added |
| Cornerstone Wealth Management, LLC | 11,850 | $4.23M | 0.22% | +361+3.1% | Added |
| Catalyst Funds Management Pty Ltd | 11,400 | $4.07M | 0.94% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 11,116 | $3.97M | 0.01% | +11,116 | New |
| Advisor Group Holdings, Inc. | 11,073 | $3.96M | 0.01% | −1,837−14.2% | Reduced |
| 2Xideas AG | 11,037 | $3.94M | 1.10% | −8,034−42.1% | Reduced |
| Boothbay Fund Management, LLC | 10,969 | $3.92M | 0.10% | +9,234+532.2% | Added |
| Anchor Investment Management, LLC | 10,666 | $3.81M | 0.31% | +397+3.9% | Added |
| Bell Asset Management Ltd | 10,283 | $3.68M | 0.98% | +10,283 | New |
| Nissay Asset Management Corp | 10,238 | $3.66M | 0.02% | +115+1.1% | Added |
| Elo Mutual Pension Insurance Co | 10,190 | $3.64M | 0.06% | +10,190 | New |
| Oliver Luxxe Assets LLC | 10,101 | $3.61M | 0.55% | +536+5.6% | Added |
| Commonwealth Equity Services, LLC | 10,056 | $3.59M | 0.00% | +948+10.4% | Added |
| Retirement Capital Strategies | 10,041 | $3.59M | 1.33% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 9,876 | $3.55M | 0.36% | +1,373+16.1% | Added |
| Impax Asset Management Group plc | 9,836 | $3.51M | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 9,778 | $3.49M | 0.04% | −4,356−30.8% | Reduced |
| Prudential Financial Inc | 9,682 | $3.48M | 0.00% | +5,024+107.9% | Added |
| Marshall Wace, LLP | 9,744 | $3.48M | 0.00% | −110,988−91.9% | Reduced |
| Brinker Capital Investments, LLC | 9,676 | $3.46M | 0.03% | +2,296+31.1% | Added |
| Dynasty Wealth Management, LLC | 9,539 | $3.41M | 0.03% | +791+9.0% | Added |
| TD Private Client Wealth LLC | 9,523 | $3.40M | 0.07% | −3,932−29.2% | Reduced |
| Creative Planning | 9,502 | $3.39M | 0.00% | +1,755+22.7% | Added |
| Mutual of America Capital Management LLC | 9,495 | $3.39M | 0.04% | +3,927+70.5% | Added |
| Beacon Investment Advisors LLC | 9,387 | $3.35M | 1.35% | +27+0.3% | Added |
| Greenleaf Trust | 9,264 | $3.31M | 0.03% | +20.0% | Added |
| JustInvest LLC | 9,183 | $3.28M | 0.03% | +277+3.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 9,121 | $3.26M | 0.00% | +6,047+196.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 8,995 | $3.21M | 0.01% | −1,874−17.2% | Reduced |
| Summit Trail Advisors, LLC | 8,937 | $3.19M | 0.06% | −1,438−13.9% | Reduced |
| OP Asset Management Ltd | 8,913 | $3.18M | 0.04% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 8,655 | $3.09M | 1.10% | 00.0% | Unchanged |
| F/M Investments LLC | 8,466 | $3.02M | 0.11% | −301−3.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,978 | $3.00M | 0.00% | −377−4.5% | Reduced |
| Annex Advisory Services, LLC | 8,372 | $2.99M | 0.06% | −33−0.4% | Reduced |
| Oak Thistle LLC | 8,350 | $2.98M | 0.41% | −956−10.3% | Reduced |
| Sterling Capital Management LLC | 8,276 | $2.96M | 0.05% | +1,330+19.1% | Added |
| Tredje AP-fonden | 8,213 | $2.93M | 0.02% | −170−2.0% | Reduced |
| Avanza Fonder AB | 8,043 | $2.87M | 0.07% | +2,436+43.4% | Added |
| Nordea Investment Management AB | 8,031 | $2.87M | 0.00% | +758+10.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 7,900 | $2.82M | 0.33% | +7,900 | New |
| Caldwell Trust Co | 7,883 | $2.82M | 0.25% | −45−0.6% | Reduced |
| Voya Investment Management LLC | 7,815 | $2.79M | 0.00% | −5,557−41.6% | Reduced |
| The PNC Financial Services Group, Inc. | 7,712 | $2.75M | 0.00% | +669+9.5% | Added |
| HB Wealth Management, LLC | 7,665 | $2.74M | 0.02% | −37−0.5% | Reduced |
| Hennessy Advisors Inc | 7,600 | $2.71M | 0.10% | −100−1.3% | Reduced |
| HM Payson & Co | 7,555 | $2.70M | 0.04% | −100−1.3% | Reduced |
| King Luther Capital Management Corp | 7,546 | $2.70M | 0.01% | +1,188+18.7% | Added |
| Banco BTG Pactual S.A. | 7,500 | $2.68M | 0.47% | −12,971−63.4% | Reduced |
| Public Employees Retirement Association of Colorado | 7,468 | $2.67M | 0.01% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 7,330 | $2.62M | 0.01% | +164+2.3% | Added |
| DekaBank Deutsche Girozentrale | 8,718 | $2.60M | 0.00% | 00.0% | Unchanged |
| WealthPoint Financial, LLC | 7,190 | $2.57M | 2.23% | +7,190 | New |
| Amalgamated Bank | 7,171 | $2.56M | 0.02% | −316−4.2% | Reduced |
| South Dakota Investment Council | 7,147 | $2.55M | 0.05% | 00.0% | Unchanged |
| Laurion Capital Management LP | 7,000 | $2.50M | 0.17% | 00.0% | Unchanged |
| Allworth Financial LP | 6,882 | $2.46M | 0.01% | −162−2.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,794 | $2.43M | 0.06% | −680−9.1% | Reduced |
| CIBC World Markets Inc. | 6,791 | $2.43M | 0.00% | +53+0.8% | Added |
| Nisa Investment Advisors, LLC | 6,785 | $2.42M | 0.01% | +2,725+67.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,750 | $2.42M | 0.08% | −856−11.3% | Reduced |
| Credit Agricole S A | 6,738 | $2.41M | 0.01% | +361+5.7% | Added |
| Baird Financial Group, Inc. | 6,701 | $2.39M | 0.00% | +422+6.7% | Added |
| Cerity Partners LLC | 6,693 | $2.39M | 0.00% | −740−10.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,576 | $2.35M | 0.01% | −941−12.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 6,561 | $2.34M | 0.00% | −7,909−54.7% | Reduced |
| Wealthfront Advisers LLC | 6,384 | $2.28M | 0.01% | +1,261+24.6% | Added |
| Callan Family Office, LLC | 6,370 | $2.28M | 0.05% | +2,985+88.2% | Added |