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 |
|---|---|---|---|---|---|
| James Investment Research Inc | 6,340 | $2.26M | 0.25% | −251−3.8% | Reduced |
| Investment Management Corp of Ontario | 6,113 | $2.18M | 0.03% | +2,347+62.3% | Added |
| Jackson Wealth Management, LLC | 6,096 | $2.18M | 0.21% | −574−8.6% | Reduced |
| Allstate Corp | 5,975 | $2.13M | 0.03% | +3,017+102.0% | Added |
| LRT Capital Management, LLC | 5,940 | $2.12M | 1.82% | +5,940 | New |
| SG Americas Securities, LLC | 5,871 | $2.10M | 0.00% | +84+1.5% | Added |
| Sterling Group Wealth Management, LLC | 5,827 | $2.08M | 1.01% | −140−2.3% | Reduced |
| Garrett Investment Advisors LLC | 5,818 | $2.08M | 0.16% | −1,140−16.4% | Reduced |
| Mackenzie Financial Corp | 5,707 | $2.05M | 0.00% | +442+8.4% | Added |
| Bank of Nova Scotia | 5,668 | $2.02M | 0.00% | +2,564+82.6% | Added |
| Gradient Investments LLC | 5,601 | $2.00M | 0.03% | +61+1.1% | Added |
| Blair William & Co | 5,577 | $1.99M | 0.01% | +3,655+190.2% | Added |
| Virtus Investment Advisers, Inc. | 5,564 | $1.99M | 0.54% | +808+17.0% | Added |
| Banque Cantonale Vaudoise | 5,555 | $1.98M | 0.07% | +2,323+71.9% | Added |
| Morningstar Investment Management LLC | 5,503 | $1.97M | 0.12% | −1,080−16.4% | Reduced |
| Coastal Bridge Advisors, LLC | 5,475 | $1.96M | 0.15% | +31+0.6% | Added |
| Jump Financial, LLC | 5,441 | $1.94M | 0.02% | +4,267+363.5% | Added |
| Ethic Inc. | 5,414 | $1.93M | 0.03% | −346−6.0% | Reduced |
| Future Fund LLC | 5,341 | $1.91M | 0.67% | −258−4.6% | Reduced |
| Yorktown Management & Research Co Inc | 5,290 | $1.89M | 1.51% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 5,275 | $1.88M | 0.18% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 5,266 | $1.88M | 0.05% | +20.0% | Added |
| Generali Asset Management SPA SGR | 5,261 | $1.88M | 0.04% | +5,261 | New |
| Independent Advisor Alliance | 5,258 | $1.88M | 0.05% | −83−1.6% | Reduced |
| Rockefeller Capital Management L.P. | 5,207 | $1.86M | 0.00% | +2,042+64.5% | Added |
| Neuberger Berman Group LLC | 5,157 | $1.84M | 0.00% | −197−3.7% | Reduced |
| MetLife Investment Management | 5,147 | $1.84M | 0.01% | +45+0.9% | Added |
| Bank of Montreal | 5,127 | $1.83M | 0.00% | −19,951−79.6% | Reduced |
| Aquatic Capital Management LLC | 5,099 | $1.82M | 0.05% | +3,844+306.3% | Added |
| Kentucky Retirement Systems | 5,003 | $1.79M | 0.05% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 4,996 | $1.78M | 0.80% | +3,072+159.7% | Added |
| Manufacturers Life Insurance Company, The | 4,925 | $1.76M | 0.00% | −391−7.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,922 | $1.76M | 0.02% | −20,458−80.6% | Reduced |
| M&T Bank Corp | 4,917 | $1.76M | 0.01% | +850+20.9% | Added |
| Crawford Investment Counsel Inc | 4,870 | $1.74M | 0.03% | +982+25.3% | Added |
| Shepherd Financial Partners LLC | 4,755 | $1.70M | 0.16% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,709 | $1.68M | 0.06% | +77+1.7% | Added |
| Merit Financial Group, LLC | 4,661 | $1.66M | 0.01% | +9+0.2% | Added |
| Integrated Investment Consultants, LLC | 4,608 | $1.65M | 0.32% | −50−1.1% | Reduced |
| TownSquare Capital, LLC | 4,586 | $1.64M | 0.37% | −290−5.9% | Reduced |
| Sequoia Financial Advisors, LLC | 4,582 | $1.64M | 0.01% | +2,645+136.6% | Added |
| Mercer Global Advisors Inc | 4,527 | $1.62M | 0.00% | +655+16.9% | Added |
| Paradigm Asset Management Co LLC | 4,500 | $1.61M | 0.37% | −300−6.3% | Reduced |
| Presidio Capital Management, LLC | 4,486 | $1.60M | 0.48% | +2,200+96.2% | Added |
| Vise Technologies, Inc. | 4,317 | $1.54M | 0.03% | +2,479+134.9% | Added |
| Susquehanna Fundamental Investments, LLC | 4,282 | $1.53M | 0.05% | −46,463−91.6% | Reduced |
| QRG Capital Management, Inc. | 4,238 | $1.51M | 0.02% | +1,482+53.8% | Added |
| Colony Group, LLC | 4,212 | $1.50M | 0.00% | +340+8.8% | Added |
| Gulf International Bank (UK) Ltd | 4,209 | $1.50M | 0.05% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 4,182 | $1.49M | 0.02% | +1,091+35.3% | Added |
| Bridgeway Capital Management, LLC | 4,170 | $1.49M | 0.03% | −30−0.7% | Reduced |
| Intech Investment Management LLC | 4,111 | $1.47M | 0.01% | −1,642−28.5% | Reduced |
| PMC FIG Opportunities LLC | 3,929 | $1.40M | 2.20% | +3,929 | New |
| Maryland State Retirement & Pension System | 3,873 | $1.38M | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,850 | $1.38M | 0.01% | −237−5.8% | Reduced |
| Resources Investment Advisors, LLC. | 3,823 | $1.37M | 0.01% | −44−1.1% | Reduced |
| Jane Street Group, LLC | 3,820 | $1.36M | 0.00% | −193,949−98.1% | Reduced |
| Fiduciary Trust Co | 3,801 | $1.36M | 0.02% | +278+7.9% | Added |
| GWM Advisors LLC | 3,762 | $1.34M | 0.00% | +180+5.0% | Added |
| Shelton Wealth Management, LLC | 3,724 | $1.33M | 0.58% | +296+8.6% | Added |
| Everence Capital Management Inc | 3,703 | $1.32M | 0.08% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,659 | $1.31M | 0.00% | −922−20.1% | Reduced |
| National Bank of Canada | 3,625 | $1.29M | 0.00% | +794+28.0% | Added |
| MAI Capital Management | 3,620 | $1.29M | 0.01% | +369+11.4% | Added |
| CIBC Asset Management Inc | 3,561 | $1.27M | 0.00% | +325+10.0% | Added |
| Rakuten Investment Management, Inc. | 3,467 | $1.27M | 0.00% | −11,452−76.8% | Reduced |
| Allianz Asset Management GmbH | 3,522 | $1.26M | 0.00% | −2,105−37.4% | Reduced |
| Gateway Investment Advisers LLC | 3,514 | $1.26M | 0.01% | −10.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,505 | $1.25M | 0.00% | +102+3.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 3,499 | $1.25M | 0.06% | +205+6.2% | Added |
| Mount Yale Investment Advisors, LLC | 3,478 | $1.24M | 0.06% | +1,409+68.1% | Added |
| Aureus Asset Management, LLC | 3,473 | $1.24M | 0.08% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,470 | $1.24M | 0.03% | −374−9.7% | Reduced |
| Bessemer Group Inc | 3,444 | $1.23M | 0.00% | −13−0.4% | Reduced |
| Stenger Family Office, LLC | 3,427 | $1.22M | 0.25% | −4,685−57.8% | Reduced |
| Fox Run Management, L.L.C. | 3,394 | $1.21M | 0.19% | +3,394 | New |
| Mariner, LLC | 3,341 | $1.19M | 0.00% | +175+5.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 3,303 | $1.18M | 0.17% | −2,040−38.2% | Reduced |
| SkyView Investment Advisors, LLC | 3,285 | $1.17M | 0.15% | −9−0.3% | Reduced |
| HighPoint Advisor Group LLC | 3,278 | $1.17M | 0.03% | +158+5.1% | Added |
| Walleye Trading LLC | 3,217 | $1.15M | 0.02% | +3,217 | New |
| Leelyn Smith, LLC | 3,150 | $1.13M | 0.16% | +3,150 | New |
| Omers Administration Corp | 3,140 | $1.12M | 0.01% | −4,592−59.4% | Reduced |
| Abn Amro Investment Solutions | 3,096 | $1.11M | 0.02% | +3,096 | New |
| Gabelli Funds LLC | 3,080 | $1.10M | 0.01% | −431−12.3% | Reduced |
| LVW Advisors, LLC | 3,074 | $1.10M | 0.11% | −291−8.6% | Reduced |
| Federated Hermes, Inc. | 3,070 | $1.10M | 0.00% | −4,608−60.0% | Reduced |
| Vident Advisory, LLC | 3,066 | $1.10M | 0.01% | +560+22.3% | Added |
| Third View Private Wealth, LLC | 3,028 | $1.08M | 0.15% | +3,028 | New |
| Steward Partners Investment Advisory, LLC | 3,015 | $1.08M | 0.01% | +221+7.9% | Added |
| Ostrum Asset Management | 2,975 | $1.06M | 0.05% | −989−24.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,968 | $1.06M | 0.04% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 2,924 | $1.04M | 0.13% | +44+1.5% | Added |
| E. Ohman J:or Asset Management AB | 2,916 | $1.04M | 0.02% | +816+38.9% | Added |
| Ritholtz Wealth Management | 2,905 | $1.04M | 0.02% | +417+16.8% | Added |
| Greenland Capital Management LP | 2,900 | $1.04M | 0.15% | +2,900 | New |
| Schroder Investment Management Group | 2,815 | $1.01M | 0.00% | −599−17.5% | Reduced |
| North Dakota State Investment Board | 2,806 | $1.00M | 0.04% | +2,806 | New |
| OV Management LLC | 2,777 | $991.9K | 0.86% | 00.0% | Unchanged |
| CIBC World Markets Corp | 2,776 | $991.5K | 0.00% | +2,776 | New |