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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 667 | $238.2K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 663 | $236.8K | 0.02% | −19−2.8% | Reduced |
| West Family Investments, Inc. | 663 | $236.8K | 0.06% | +663 | New |
| Abacus Wealth Partners, LLC | 663 | $236.8K | 0.02% | +663 | New |
| Horizon Wealth Management, LLC | 663 | $236.8K | 0.04% | +8+1.2% | Added |
| Cypress Wealth Services, LLC | 661 | $236.1K | 0.03% | +661 | New |
| PCB Capital LLC | 658 | $235.2K | 0.38% | +658 | New |
| Birch Financial Group, LLC | 654 | $233.8K | 0.13% | −13−1.9% | Reduced |
| TT International Asset Management LTD | 648 | $231.0K | 0.05% | −7,296−91.8% | Reduced |
| Ci Investments Inc. | 645 | $230.4K | 0.00% | −433−40.2% | Reduced |
| Koshinski Asset Management, Inc. | 638 | $227.9K | 0.01% | −61−8.7% | Reduced |
| Quantum Financial Advisors, LLC | 637 | $227.5K | 0.03% | +1+0.2% | Added |
| Goldstein Advisors, LLC | 634 | $226.4K | 0.03% | +29+4.8% | Added |
| Farther Finance Advisors, LLC | 632 | $225.7K | 0.00% | +109+20.8% | Added |
| Ground Swell Capital, LLC | 628 | $224.3K | 0.46% | −181−22.4% | Reduced |
| Fieldview Capital Management, LLC | 625 | $223.2K | 0.04% | +625 | New |
| Krilogy Financial LLC | 621 | $222.9K | 0.01% | +26+4.4% | Added |
| FourThought Financial Partners, LLC | 618 | $220.7K | 0.02% | +618 | New |
| Rehmann Capital Advisory Group | 617 | $220.5K | 0.01% | +3+0.5% | Added |
| Transcend Wealth Collective, LLC | 614 | $219.3K | 0.02% | −575−48.4% | Reduced |
| Integrated Advisors Network LLC | 610 | $218.0K | 0.01% | +610 | New |
| Twin Tree Management, LP | 603 | $215.4K | 0.02% | +603 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $214.3K | 0.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 596 | $213.0K | 0.01% | +596 | New |
| Everett Harris & Co | 591 | $211.1K | 0.00% | +591 | New |
| Left Brain Wealth Management, LLC | 591 | $211.1K | 0.07% | +591 | New |
| GeoWealth Management, LLC | 585 | $208.9K | 0.01% | −42−6.7% | Reduced |
| WP Advisors, LLC | 585 | $208.9K | 0.05% | −57−8.9% | Reduced |
| CFO4Life Group, LLC | 583 | $208.2K | 0.03% | +583 | New |
| Kingsview Wealth Management, LLC | 579 | $206.8K | 0.00% | +579 | New |
| WealthPLAN Partners, LLC | 579 | $206.6K | 0.03% | +579 | New |
| Dai-Ichi Life Insurance Company, Ltd | 573 | $204.7K | 0.01% | +573 | New |
| Cercano Management LLC | 570 | $203.6K | 0.01% | +570 | New |
| Meadow Creek Wealth Advisors LLC | 568 | $202.9K | 0.13% | −52−8.4% | Reduced |
| Meadowbrook Advisors Group, LLC | 568 | $202.9K | 0.11% | +568 | New |
| Apollon Financial, LLC | 567 | $202.4K | 0.03% | +567 | New |
| O'Brien Wealth Partners LLC | 566 | $202.2K | 0.03% | +566 | New |
| HBK Sorce Advisory LLC | 524 | $201.8K | 0.00% | +524 | New |
| Wedbush Securities Inc | 562 | $201.0K | 0.01% | +562 | New |
| AlphaStar Capital Management, LLC | 561 | $200.4K | 0.01% | +561 | New |
| Eagle Bay Advisors LLC | 557 | $199.0K | 0.15% | +557 | New |
| Walsh & Associates, LLC | 542 | $193.6K | 0.19% | +542 | New |
| Golden State Wealth Management, LLC | 519 | $185.4K | 0.02% | +19+3.8% | Added |
| Flagship Harbor Advisors, LLC | 513 | $183.4K | 0.01% | +513 | New |
| Advocate Investing Services LLC | 500 | $178.6K | 0.16% | +500 | New |
| Elgethun Capital Management | 493 | $176.1K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 487 | $174.1K | 0.01% | +38+8.5% | Added |
| WPG Advisers, LLC | 481 | $171.8K | 0.13% | −2−0.4% | Reduced |
| Canada Pension Plan Investment Board | 480 | $171.4K | 0.00% | +480 | New |
| Lodestone Wealth Management LLC | 467 | $166.8K | 0.07% | +467 | New |
| Financial Management Professionals, Inc. | 463 | $165.4K | 0.02% | +463 | New |
| Tower Research Capital LLC (TRC) | 461 | $164.7K | 0.00% | −1,483−76.3% | Reduced |
| Umb Bank N A | 447 | $159.7K | 0.00% | −3,182−87.7% | Reduced |
| Penserra Capital Management LLC | 431 | $153.0K | 0.00% | −5−1.1% | Reduced |
| FIL Ltd | 428 | $152.9K | 0.00% | −124−22.5% | Reduced |
| Covestor Ltd | 423 | $151.0K | 0.08% | +80+23.3% | Added |
| United Community Bank | 415 | $148.2K | 0.06% | −250−37.6% | Reduced |
| Gables Capital Management Inc. | 400 | $142.9K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 372 | $132.9K | 0.00% | −532−58.8% | Reduced |
| Quarry LP | 362 | $129.3K | 0.02% | −293−44.7% | Reduced |
| Central Trust Co | 358 | $127.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 355 | $126.8K | 0.03% | +355 | New |
| Fifth Third Bancorp | 349 | $124.7K | 0.00% | +85+32.2% | Added |
| Ronald Blue Trust, Inc. | 344 | $122.9K | 0.00% | +74+27.4% | Added |
| Los Angeles Capital Management LLC | 361 | $122.2K | 0.00% | +361 | New |
| Smartleaf Asset Management LLC | 337 | $121.2K | 0.00% | −9−2.6% | Reduced |
| SageView Advisory Group, LLC | 325 | $116.1K | 0.00% | +325 | New |
| Smallwood Wealth Investment Management, LLC | 312 | $111.4K | 0.06% | 00.0% | Unchanged |
| Leonteq Securities AG | 312 | $111.4K | 0.01% | +108+52.9% | Added |
| NBT Bank N A | 357 | $105.7K | 0.01% | +24+7.2% | Added |
| Graney & King, LLC | 285 | $101.9K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 269 | $96.1K | 0.01% | +43+19.0% | Added |
| Ameliora Wealth Management Ltd. | 265 | $94.7K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 249 | $88.9K | 0.00% | −3,262−92.9% | Reduced |
| Compass Financial Services Inc | 246 | $87.8K | 0.04% | 00.0% | Unchanged |
| First Horizon Corp | 238 | $85.0K | 0.00% | +46+24.0% | Added |
| Entrust Financial LLC | 214 | $76.5K | 0.06% | +214 | New |
| Capital Analysts, LLC | 191 | $68.0K | 0.00% | +9+4.9% | Added |
| Harbor Asset Planning, Inc. | 187 | $66.9K | 0.06% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 186 | $66.4K | 0.00% | −324−63.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 181 | $64.6K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 180 | $64.3K | 0.00% | −55−23.4% | Reduced |
| Atlantic Union Bankshares Corp | 160 | $57.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 155 | $55.4K | 0.00% | +8+5.4% | Added |
| Cullen/Frost Bankers, Inc. | 148 | $52.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 147 | $52.5K | 0.01% | 00.0% | Unchanged |
| Reflection Asset Management | 141 | $50.4K | 0.04% | +141 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 139 | $49.6K | 0.01% | +139 | New |
| MCF Advisors LLC | 138 | $49.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 135 | $48.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 127 | $45.0K | 0.00% | −27−17.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $42.9K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 104 | $37.1K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $36.0K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 100 | $35.7K | 0.02% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $35.7K | 0.03% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $35.7K | 0.03% | +20+25.0% | Added |
| Bank of Jackson Hole Trust | 93 | $33.2K | 0.02% | +12+14.8% | Added |
| Eastern Bank | 86 | $30.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 86 | $30.7K | 0.00% | +19+28.4% | Added |