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 |
|---|---|---|---|---|---|
| Impact Capital Partners LLC | 2,767 | $988.3K | 0.29% | +80+3.0% | Added |
| Mangrove Partners | 2,734 | $976.5K | 0.08% | +2,734 | New |
| Vestcor Inc | 2,689 | $960.0K | 0.03% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 2,662 | $950.8K | 0.04% | −1,769−39.9% | Reduced |
| Teacher Retirement System of Texas | 2,647 | $945.4K | 0.00% | −18,975−87.8% | Reduced |
| Beacon Pointe Advisors, LLC | 2,603 | $929.7K | 0.01% | +131+5.3% | Added |
| Assetmark, Inc | 2,601 | $929.0K | 0.00% | +1,064+69.2% | Added |
| Simplex Trading, LLC | 2,592 | $925.8K | 0.03% | +2,542+5,084.0% | Added |
| Arkadios Wealth Advisors | 2,585 | $923.1K | 0.02% | +80+3.2% | Added |
| Parallel Advisors, LLC | 2,528 | $903.0K | 0.02% | +51+2.1% | Added |
| Advisors Asset Management, Inc. | 2,518 | $899.4K | 0.02% | +625+33.0% | Added |
| Garrett Wealth Advisory Group, LLC | 2,500 | $892.9K | 0.17% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 2,500 | $892.9K | 0.01% | +2,500 | New |
| Catalyst Capital Advisors LLC | 2,485 | $887.6K | 0.02% | −5,475−68.8% | Reduced |
| Concurrent Investment Advisors, LLC | 2,472 | $883.2K | 0.01% | +1,587+179.3% | Added |
| Davenport & Co LLC | 2,411 | $861.1K | 0.00% | +245+11.3% | Added |
| Macquarie Group Ltd | 2,404 | $858.6K | 0.00% | −331,220−99.3% | Reduced |
| Principal Securities, Inc. | 2,377 | $849.0K | 0.01% | −225−8.6% | Reduced |
| Quantitative Investment Management, LLC | 2,358 | $842.0K | 0.08% | +835+54.8% | Added |
| Root Financial Partners, LLC | 2,318 | $827.9K | 0.04% | +33+1.4% | Added |
| Concorde Asset Management, LLC | 2,303 | $822.7K | 0.33% | +23+1.0% | Added |
| Hallmark Capital Management Inc | 2,295 | $819.7K | 0.05% | +111+5.1% | Added |
| Toroso Investments, LLC | 2,274 | $812.2K | 0.00% | +130+6.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,270 | $811.0K | 0.00% | +106+4.9% | Added |
| London Co of Virginia | 2,270 | $810.8K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 2,266 | $809.3K | 0.09% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 2,243 | $807.0K | 0.00% | −138−5.8% | Reduced |
| Union Bancaire Privee, UBP SA | 2,183 | $799.5K | 0.01% | +2,183 | New |
| United Capital Financial Advisers, LLC | 2,150 | $767.9K | 0.00% | −2,964−58.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,097 | $749.0K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,070 | $739.6K | 0.01% | −26−1.2% | Reduced |
| Snowden Capital Advisors LLC | 2,027 | $724.0K | 0.02% | +15+0.7% | Added |
| Jones Financial Companies LLLP | 2,017 | $720.4K | 0.00% | +894+79.6% | Added |
| Two Sigma Investments, LP | 1,975 | $705.4K | 0.00% | −900−31.3% | Reduced |
| Genus Capital Management Inc. | 1,972 | $704.3K | 0.08% | −9,490−82.8% | Reduced |
| Retirement Planning Group | 1,957 | $699.0K | 0.02% | +137+7.5% | Added |
| Legato Capital Management LLC | 1,944 | $694.3K | 0.06% | +1,944 | New |
| Triad Wealth Partners, LLC | 1,937 | $691.8K | 0.07% | +1,937 | New |
| Sowell Financial Services LLC | 1,921 | $686.2K | 0.03% | −56−2.8% | Reduced |
| Heritage Family Offices, LLP | 1,911 | $682.7K | 0.31% | −207−9.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,910 | $682.2K | 0.02% | −290−13.2% | Reduced |
| NBC Securities, Inc. | 1,874 | $669.3K | 0.05% | −30−1.6% | Reduced |
| Laird Norton Trust Company, LLC | 1,866 | $666.5K | 0.01% | +1,866 | New |
| Tran Capital Management, L.P. | 1,849 | $660.4K | 0.08% | −705−27.6% | Reduced |
| Bridges Investment Management Inc | 1,848 | $660.0K | 0.01% | +504+37.5% | Added |
| Hamilton Capital Partners Inc. | 1,833 | $654.7K | 0.02% | +169+10.2% | Added |
| RSM US Wealth Management LLC | 1,815 | $653.0K | 0.01% | −96−5.0% | Reduced |
| CAPROCK Group, Inc. | 1,827 | $652.5K | 0.01% | −546−23.0% | Reduced |
| Lido Advisors, LLC | 1,929 | $646.4K | 0.00% | +84+4.6% | Added |
| Spire Wealth Management | 1,803 | $644.1K | 0.02% | −203−10.1% | Reduced |
| Independent Financial Group, LLC | 1,796 | $641.5K | 0.01% | +1,796 | New |
| Osmosis Investment Management UK Ltd | 1,795 | $641.1K | 0.02% | +1,795 | New |
| Cresset Asset Management, LLC | 1,774 | $633.5K | 0.00% | +21+1.2% | Added |
| Coldstream Capital Management Inc | 1,748 | $624.3K | 0.01% | +250+16.7% | Added |
| Yousif Capital Management, LLC | 1,668 | $612.0K | 0.01% | −38−2.2% | Reduced |
| Sanchez Wealth Management Group | 1,713 | $611.8K | 0.13% | +22+1.3% | Added |
| Prudential PLC | 1,681 | $600.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,678 | $599.0K | 0.00% | +109+6.9% | Added |
| Emerald Advisers, LLC | 1,672 | $597.2K | 0.02% | −74−4.2% | Reduced |
| Compton Financial Group, LLC | 1,666 | $595.0K | 0.13% | −65−3.8% | Reduced |
| Quadrant Capital Group LLC | 1,652 | $590.0K | 0.02% | +12+0.7% | Added |
| Wealth Alliance | 1,649 | $589.1K | 0.06% | +79+5.0% | Added |
| DGS Capital Management, LLC | 1,648 | $588.6K | 0.10% | +67+4.2% | Added |
| Magnolia Private Wealth, LLC | 1,647 | $588.3K | 0.41% | −10−0.6% | Reduced |
| Wedmont Private Capital | 1,625 | $584.0K | 0.02% | −8−0.5% | Reduced |
| Pitcairn Wealth Advisors LLC | 1,618 | $577.9K | 0.05% | +1,618 | New |
| Gibbs Wealth Management | 1,568 | $564.2K | 0.14% | −212−11.9% | Reduced |
| Potentia Wealth | 1,579 | $564.0K | 0.21% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,572 | $561.5K | 0.15% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,570 | $560.8K | 0.08% | +118+8.1% | Added |
| XML Financial, LLC | 1,570 | $560.6K | 0.05% | +1+0.1% | Added |
| Northwest & Ethical Investments L.P. | 1,550 | $557.6K | 0.01% | +1,550 | New |
| MONECO Advisors, LLC | 1,547 | $552.6K | 0.04% | +3+0.2% | Added |
| Global Retirement Partners, LLC | 1,522 | $543.5K | 0.01% | +838+122.5% | Added |
| Mirabella Financial Services LLP | 1,511 | $539.7K | 0.05% | +1,511 | New |
| Legacy Financial Group LLC | 1,381 | $537.2K | 0.07% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,499 | $535.4K | 0.07% | +1,499 | New |
| Pettee Investors, Inc. | 1,490 | $532.2K | 0.30% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,468 | $524.3K | 0.00% | −49,416−97.1% | Reduced |
| Storgate, LLC | 1,461 | $521.8K | 0.43% | +1,461 | New |
| Foresight Global Investors, Inc. | 1,459 | $521.1K | 0.25% | 00.0% | Unchanged |
| Keybank National Association | 1,457 | $520.4K | 0.00% | +20+1.4% | Added |
| Philip James Wealth Mangement, LLC | 1,446 | $516.3K | 0.06% | +81+5.9% | Added |
| Gilbert & Cook, Inc. | 1,430 | $510.8K | 0.06% | +74+5.5% | Added |
| International Assets Investment Management, LLC | 1,420 | $507.2K | 0.03% | +1,420 | New |
| Counterpoint Mutual Funds LLC | 1,410 | $503.6K | 0.04% | +1,410 | New |
| Persistent Asset Partners Ltd | 1,403 | $501.1K | 0.24% | +1,403 | New |
| UniSuper Management Pty Ltd | 1,400 | $500.0K | 0.00% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,387 | $495.4K | 0.18% | −659−32.2% | Reduced |
| Spahn Wealth & Retirement LLC | 1,386 | $495.0K | 0.31% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,384 | $494.3K | 0.05% | −16−1.1% | Reduced |
| Optimize Financial Inc | 1,372 | $490.0K | 0.25% | +16+1.2% | Added |
| Stephens Inc | 1,341 | $479.0K | 0.01% | −229−14.6% | Reduced |
| Advisor OS, LLC | 1,336 | $477.3K | 0.04% | −103−7.2% | Reduced |
| Abc Arbitrage SA | 1,330 | $475.0K | 0.04% | +1,330 | New |
| Signaturefd, LLC | 1,303 | $465.3K | 0.01% | −95−6.8% | Reduced |
| Prossimo Advisors, LLC | 1,300 | $464.3K | 2.99% | +1,300 | New |
| Erste Asset Management GmbH | 1,246 | $456.3K | 0.00% | +1,246 | New |
| RMR Wealth Builders | 1,276 | $455.7K | 0.04% | +62+5.1% | Added |
| Blueshift Asset Management, LLC | 1,275 | $455.4K | 0.13% | +1,275 | New |