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 |
|---|---|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 1,272 | $454.3K | 0.10% | −273−17.7% | Reduced |
| Skopos Labs, Inc. | 1,221 | $446.8K | 0.02% | +1,221 | New |
| Benjamin Edwards Inc | 1,231 | $439.7K | 0.00% | −426−25.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,224 | $437.0K | 0.10% | +1,224 | New |
| Moody Lynn & Lieberson, LLC | 1,210 | $432.2K | 0.02% | +10+0.8% | Added |
| Lifestyle Asset Management, Inc. | 1,191 | $425.4K | 0.14% | +34+2.9% | Added |
| Sagespring Wealth Partners, LLC | 1,187 | $423.8K | 0.01% | −143−10.8% | Reduced |
| SFG Wealth Management, LLC. | 1,186 | $423.6K | 0.17% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 1,178 | $420.7K | 0.01% | −2,302−66.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,177 | $420.4K | 0.00% | −296−20.1% | Reduced |
| Axxcess Wealth Management, LLC | 1,170 | $417.7K | 0.01% | −173−12.9% | Reduced |
| Panagora Asset Management Inc | 1,150 | $410.7K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,141 | $407.5K | 0.01% | −84−6.9% | Reduced |
| Loomis Sayles & Co L P | 1,138 | $406.5K | 0.00% | +955+521.9% | Added |
| Old National Bancorp | 1,136 | $405.7K | 0.01% | −43−3.6% | Reduced |
| Siemens Fonds Invest GmbH | 1,120 | $402.9K | 0.02% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 1,118 | $399.3K | 0.22% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,115 | $398.2K | 0.04% | +1,115 | New |
| Perigon Wealth Management, LLC | 1,114 | $397.9K | 0.01% | +138+14.1% | Added |
| TruNorth Capital Management, LLC | 1,109 | $396.1K | 0.08% | +946+580.4% | Added |
| Hunting Hill Global Capital, LLC | 1,100 | $392.9K | 0.39% | −1,200−52.2% | Reduced |
| Havemeyer Place LP | 1,085 | $387.5K | 0.08% | +1,085 | New |
| Vision Retirement, LLC | 1,077 | $384.7K | 0.10% | +1,077 | New |
| Spirepoint Private Client, LLC | 1,063 | $379.7K | 0.04% | +212+24.9% | Added |
| Impact Investors, Inc | 1,046 | $373.5K | 0.26% | −25−2.3% | Reduced |
| Institute for Wealth Management, LLC. | 1,025 | $366.1K | 0.04% | +311+43.6% | Added |
| Forum Financial Management, LP | 1,020 | $364.3K | 0.00% | +1+0.1% | Added |
| Insigneo Advisory Services, LLC | 1,020 | $364.1K | 0.03% | −34−3.2% | Reduced |
| Mattson Financial Services, LLC | 1,009 | $360.4K | 0.08% | +351+53.3% | Added |
| WJ Wealth Management, LLC | 1,000 | $357.2K | 0.16% | 00.0% | Unchanged |
| De Burlo Group Inc | 1,000 | $357.2K | 0.04% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 964 | $344.3K | 0.01% | +964 | New |
| We Are One Seven, LLC | 961 | $343.3K | 0.01% | −3,288−77.4% | Reduced |
| Norden Group LLC | 959 | $342.5K | 0.03% | +6+0.6% | Added |
| Fidelis Capital Partners, LLC | 953 | $340.4K | 0.02% | −17−1.8% | Reduced |
| GAM Holding AG | 937 | $334.7K | 0.02% | +937 | New |
| One Wealth Advisors, LLC | 936 | $334.3K | 0.04% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 918 | $327.9K | 0.08% | +3+0.3% | Added |
| Mather Group, LLC. | 916 | $327.2K | 0.00% | 00.0% | Unchanged |
| Camden National Bank | 909 | $324.7K | 0.04% | −27−2.9% | Reduced |
| Citizens Financial Group Inc | 904 | $322.7K | 0.00% | +904 | New |
| Natixis | 897 | $320.4K | 0.00% | −1,036−53.6% | Reduced |
| Wilkerson Advisory Group LLC | 892 | $318.6K | 0.11% | +892 | New |
| DRW Securities, LLC | 866 | $309.3K | 0.02% | +866 | New |
| TSFG, LLC | 866 | $309.0K | 0.05% | +1+0.1% | Added |
| Ballentine Partners, LLC | 865 | $309.0K | 0.00% | −184−17.5% | Reduced |
| ZWJ Investment Counsel Inc | 864 | $308.6K | 0.01% | +56+6.9% | Added |
| RMB Capital Management, LLC | 861 | $307.4K | 0.01% | +4+0.5% | Added |
| PCM Encore, LLC | 850 | $303.4K | 0.06% | +850 | New |
| EverSource Wealth Advisors, LLC | 847 | $302.6K | 0.01% | −150−15.0% | Reduced |
| Vontobel Holding Ltd. | 843 | $301.1K | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 833 | $297.5K | 0.02% | +833 | New |
| Dorsey & Whitney Trust CO LLC | 825 | $294.7K | 0.02% | −18−2.1% | Reduced |
| Malaga Cove Capital, LLC | 825 | $294.7K | 0.10% | +50+6.5% | Added |
| Quent Capital, LLC | 824 | $294.3K | 0.02% | −20−2.4% | Reduced |
| Wealthspire Advisors, LLC | 822 | $293.6K | 0.00% | +345+72.3% | Added |
| Metis Global Partners, LLC | 819 | $292.5K | 0.01% | −82−9.1% | Reduced |
| EP Wealth Advisors, LLC | 813 | $290.4K | 0.00% | +813 | New |
| Portside Wealth Group, LLC | 811 | $289.7K | 0.04% | −121−13.0% | Reduced |
| IFG Advisory, LLC | 811 | $289.5K | 0.01% | +1+0.1% | Added |
| Venturi Wealth Management, LLC | 806 | $287.9K | 0.01% | −340−29.7% | Reduced |
| Net Worth Advisory Group | 803 | $286.9K | 0.06% | −2−0.2% | Reduced |
| Perennial Investment Advisors, LLC | 797 | $284.9K | 0.02% | −5−0.6% | Reduced |
| Marks Group Wealth Management, Inc | 793 | $283.2K | 0.03% | +56+7.6% | Added |
| Frank, Rimerman Advisors LLC | 785 | $280.4K | 0.02% | +31+4.1% | Added |
| Cigna Investments Inc | 786 | $280.0K | 0.04% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 781 | $278.9K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 780 | $278.6K | 0.01% | +153+24.4% | Added |
| Archer Investment Corp | 779 | $278.1K | 0.06% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 765 | $273.2K | 0.15% | +765 | New |
| Systematic Alpha Investments, LLC | 760 | $271.4K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 752 | $268.6K | 0.01% | +752 | New |
| Simplicity Wealth,LLC | 751 | $268.2K | 0.02% | +751 | New |
| Intrust Bank NA | 747 | $266.8K | 0.02% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 746 | $266.4K | 0.02% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 746 | $266.4K | 0.01% | +746 | New |
| PUREfi Wealth, LLC | 726 | $259.3K | 0.20% | −6−0.8% | Reduced |
| Natural Investments, LLC | 727 | $259.0K | 0.06% | +33+4.8% | Added |
| Fiducient Advisors LLC | 725 | $258.9K | 0.03% | +725 | New |
| WSFS Capital Management, LLC | 724 | $258.6K | 0.01% | +49+7.3% | Added |
| Legacy Wealth Advisors, LLC | 724 | $258.6K | 0.17% | +724 | New |
| Fundamentun, LLC | 717 | $256.1K | 0.01% | +2+0.3% | Added |
| Crossmark Global Holdings, Inc. | 717 | $256.1K | 0.00% | +47+7.0% | Added |
| National Asset Management, Inc. | 716 | $255.9K | 0.01% | +62+9.5% | Added |
| Connecticut Capital Management Group, LLC | 712 | $254.3K | 0.24% | +712 | New |
| ProShare Advisors LLC | 710 | $253.6K | 0.00% | +710 | New |
| Equitable Holdings, Inc. | 708 | $252.9K | 0.00% | +708 | New |
| Berger Financial Group, Inc | 706 | $252.2K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 706 | $252.2K | 0.00% | +706 | New |
| Summit Financial, LLC | 703 | $251.1K | 0.00% | −14−2.0% | Reduced |
| WoodTrust Financial Corp | 702 | $251.0K | 0.03% | 00.0% | Unchanged |
| One Day In July LLC | 702 | $250.7K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 702 | $250.7K | 0.03% | +126+21.9% | Added |
| WealthCare Investment Partners, LLC | 679 | $245.5K | 0.07% | +1+0.1% | Added |
| Huntington National Bank | 682 | $243.6K | 0.00% | −139−16.9% | Reduced |
| Curated Wealth Partners LLC | 681 | $243.2K | 0.03% | +681 | New |
| Modern Wealth Management, LLC | 677 | $241.8K | 0.00% | +677 | New |
| Jacobi Capital Management LLC | 677 | $241.8K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 671 | $239.7K | 0.05% | +6+0.9% | Added |
| Personal Cfo Solutions, LLC | 670 | $239.2K | 0.04% | +54+8.8% | Added |