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, Q1 2026
Institutional positions in LPL Financial Holdings Inc. as of Mar 31, 2026. 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
- 769
- −49 vs. Q4 2025
- Shares held
- 82.3M
- +10.2M (+14.1%) vs. Q4 2025
- Total value
- $24.8B
- −$904.9M (−3.5%) vs. Q4 2025
- New holders
- 94
- 283 more added
- Sold out
- 143
- 266 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,974,255 | $1.50B | 0.03% | −14,769−0.3% | Reduced |
| Dodge & Cox | 4,146,547 | $1.25B | 0.69% | +197,577+5.0% | Added |
| Boston Partners | 4,131,498 | $1.24B | 1.30% | +581,180+16.4% | Added |
| Massachusetts Financial Services Co | 3,869,359 | $1.17B | 0.39% | +149,912+4.0% | Added |
| Vanguard Portfolio Management LLC | 3,851,978 | $1.16B | 0.06% | +3,851,978 | New |
| Janus Henderson Group PLC | 3,666,780 | $1.10B | 0.53% | +289,227+8.6% | Added |
| Vanguard Capital Management LLC | 3,596,968 | $1.08B | 0.03% | +3,596,968 | New |
| Principal Financial Group Inc | 2,636,544 | $793.2M | 0.42% | +702,061+36.3% | Added |
| Samlyn Capital, LLC | 2,323,360 | $698.9M | 12.00% | +744,101+47.1% | Added |
| Capital World Investors | 2,312,446 | $695.7M | 0.09% | −1,312,911−36.2% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,049,967 | $616.7M | 4.92% | −24,981−1.2% | Reduced |
| Alliancebernstein L.P. | 1,571,998 | $561.5M | 0.18% | +372,654+31.1% | Added |
| State Street Corp | 1,863,266 | $560.5M | 0.02% | +20,131+1.1% | Added |
| WCM Investment Management, LLC | 1,734,395 | $520.6M | 1.19% | +12,922+0.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,680,090 | $505.4M | 1.48% | −618,457−26.9% | Reduced |
| Geode Capital Management, LLC | 1,594,750 | $478.5M | 0.03% | +39,936+2.6% | Added |
| FMR LLC | 1,297,690 | $390.4M | 0.02% | +632,711+95.1% | Added |
| Morgan Stanley | 1,283,665 | $386.2M | 0.02% | −479,598−27.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,093,406 | $328.9M | 1.08% | −167,879−13.3% | Reduced |
| SurgoCap Partners LP | 1,020,839 | $307.1M | 10.25% | +25,839+2.6% | Added |
| Van Eck Associates Corp | 1,002,977 | $301.7M | 0.23% | +509,189+103.1% | Added |
| Citadel Advisors LLC | 923,471 | $277.8M | 0.20% | +567,025+159.1% | Added |
| Darlington Partners Capital Management, LP | 893,006 | $268.6M | 12.07% | +110,000+14.0% | Added |
| Millennium Management LLC | 890,253 | $267.8M | 0.20% | +585,543+192.2% | Added |
| Westfield Capital Management Co LP | 881,506 | $265.2M | 1.11% | +255,944+40.9% | Added |
| Dimensional Fund Advisors LP | 816,367 | $245.6M | 0.05% | +28,025+3.6% | Added |
| Bank of America Corp | 803,428 | $241.7M | 0.02% | +7,257+0.9% | Added |
| JPMorgan Chase & Co | 790,730 | $237.4M | 0.02% | −406,636−34.0% | Reduced |
| APG Asset Management N.V. | 772,692 | $201.7M | 0.64% | +28,975+3.9% | Added |
| Raymond James Financial Inc | 666,069 | $200.1M | 0.06% | −63,498−8.7% | Reduced |
| UBS Group AG | 653,883 | $196.7M | 0.03% | +225,128+52.5% | Added |
| UBS Asset Management Americas Inc | 591,666 | $178.0M | 0.04% | +9,742+1.7% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 559,951 | $168.5M | 1.41% | 00.0% | Unchanged |
| TD Asset Management Inc | 554,133 | $166.7M | 0.14% | −79,059−12.5% | Reduced |
| Northern Trust Corp | 525,446 | $158.1M | 0.02% | +9,986+1.9% | Added |
| Vanguard Fiduciary Trust Co | 508,294 | $152.9M | 0.04% | +508,294 | New |
| Price T Rowe Associates Inc | 498,623 | $150.0M | 0.02% | +208,932+72.1% | Added |
| American Century Companies Inc | 487,789 | $146.7M | 0.08% | +32,028+7.0% | Added |
| Charles Schwab Investment Management Inc | 440,464 | $132.5M | 0.02% | +21,890+5.2% | Added |
| Azora Capital LP | 427,338 | $128.6M | 8.45% | −20,851−4.7% | Reduced |
| Wells Fargo & Company | 420,689 | $126.6M | 0.03% | −66,239−13.6% | Reduced |
| Holocene Advisors, LP | 417,647 | $125.6M | 0.30% | +55,283+15.3% | Added |
| Epoch Investment Partners, Inc. | 408,301 | $122.8M | 0.74% | −54,149−11.7% | Reduced |
| Victory Capital Management Inc | 405,812 | $122.1M | 0.08% | +301,359+288.5% | Added |
| Franklin Resources Inc | 402,014 | $120.9M | 0.03% | +240,242+148.5% | Added |
| Fairview Capital Investment Management, LLC | 391,686 | $117.8M | 6.40% | −22,058−5.3% | Reduced |
| Bank of New York Mellon Corp | 383,839 | $115.5M | 0.02% | +18,455+5.1% | Added |
| Caisse de Depot Et Placement du Quebec | 364,760 | $109.7M | 0.18% | +1,298+0.4% | Added |
| Goldman Sachs Group Inc | 360,806 | $108.5M | 0.01% | +81,321+29.1% | Added |
| Invesco Ltd. | 349,011 | $105.0M | 0.01% | −165,676−32.2% | Reduced |
| Fort Washington Investment Advisors Inc | 348,101 | $104.7M | 0.58% | +96,704+38.5% | Added |
| Envestnet Asset Management Inc | 336,764 | $101.3M | 0.03% | −16,176−4.6% | Reduced |
| Nomura Asset Management International Inc. | 328,874 | $98.9M | 0.17% | −520.0% | Reduced |
| Voya Investment Management LLC | 329,270 | $98.8M | 0.10% | +321,455+4,113.3% | Added |
| Cantillon Capital Management LLC | 324,927 | $97.7M | 0.65% | −44,141−12.0% | Reduced |
| First Pacific Advisors, LP | 320,624 | $96.5M | 1.35% | −66,788−17.2% | Reduced |
| Coronation Fund Managers Ltd. | 290,443 | $87.4M | 3.98% | +62,178+27.2% | Added |
| Legal & General Group Plc | 287,069 | $86.4M | 0.02% | −81,232−22.1% | Reduced |
| Ameriprise Financial Inc | 264,733 | $79.6M | 0.02% | +103,323+64.0% | Added |
| Heron Bay Capital Management | 249,212 | $75.0M | 6.91% | +165,385+197.3% | Added |
| Prana Capital Management, LP | 247,123 | $74.3M | 2.28% | +247,123 | New |
| Junto Capital Management LP | 238,515 | $71.8M | 1.52% | +104,687+78.2% | Added |
| Truist Financial Corp | 204,248 | $61.4M | 0.08% | −2,097−1.0% | Reduced |
| Gilder Gagnon Howe & Co LLC | 194,726 | $58.6M | 0.70% | −64,344−24.8% | Reduced |
| Deutsche Bank AG | 167,681 | $50.4M | 0.02% | −20,419−10.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 167,528 | $50.4M | 0.03% | −8,956−5.1% | Reduced |
| Nuveen, LLC | 165,818 | $49.9M | 0.01% | +6,222+3.9% | Added |
| Stifel Financial Corp | 164,557 | $49.5M | 0.05% | −16,642−9.2% | Reduced |
| Royal Bank of Canada | 157,829 | $47.5M | 0.01% | −22,891−12.7% | Reduced |
| Alyeska Investment Group, L.P. | 155,438 | $46.8M | 0.13% | +155,438 | New |
| Brown Brothers Harriman & Co | 146,193 | $44.0M | 0.24% | −40,891−21.9% | Reduced |
| California Public Employees Retirement System | 143,288 | $43.1M | 0.03% | −9,380−6.1% | Reduced |
| Wellington Management Group LLP | 142,137 | $42.8M | 0.01% | −6,315−4.3% | Reduced |
| LPL Financial LLC | 142,118 | $42.8M | 0.01% | +7,479+5.6% | Added |
| National Pension Service | 140,551 | $42.3M | 0.03% | +14,526+11.5% | Added |
| Vanguard Asset Management, Ltd | 136,888 | $41.2M | 0.04% | +136,888 | New |
| Diamond Hill Capital Management Inc | 136,548 | $41.1M | 0.26% | +102,244+298.1% | Added |
| Hudson Bay Capital Management LP | 135,324 | $40.7M | 0.24% | +55,227+69.0% | Added |
| Jennison Associates LLC | 135,221 | $40.7M | 0.03% | +23,554+21.1% | Added |
| Ceredex Value Advisors LLC | 132,920 | $40.0M | 1.26% | +132,920 | New |
| Citigroup Inc | 128,597 | $38.7M | 0.02% | +29,441+29.7% | Added |
| Neuberger Berman Group LLC | 127,421 | $38.3M | 0.03% | +122,264+2,370.8% | Added |
| SEI Investments Co | 126,774 | $38.1M | 0.04% | +14,967+13.4% | Added |
| Amundi | 125,776 | $37.8M | 0.01% | −44,978−26.3% | Reduced |
| Bamco Inc | 121,778 | $36.6M | 0.11% | −53,467−30.5% | Reduced |
| Renaissance Technologies LLC | 120,540 | $36.3M | 0.06% | +6,480+5.7% | Added |
| Perpetual Ltd | 117,574 | $35.4M | 0.54% | +16,141+15.9% | Added |
| California State Teachers Retirement System | 117,376 | $35.3M | 0.04% | −2,275−1.9% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 114,846 | $34.5M | 0.10% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 109,442 | $32.9M | 0.24% | −28,598−20.7% | Reduced |
| Susquehanna International Group, LLP | 108,195 | $32.5M | 0.04% | +65,510+153.5% | Added |
| Jain Global LLC | 102,208 | $30.7M | 0.39% | −29,319−22.3% | Reduced |
| Rhumbline Advisers | 101,065 | $30.4M | 0.03% | +309+0.3% | Added |
| Champlain Investment Partners, LLC | 101,050 | $30.4M | 0.39% | +101,050 | New |
| Danske Bank A/S | 99,640 | $30.0M | 0.07% | −24,693−19.9% | Reduced |
| Jane Street Group, LLC | 98,615 | $29.7M | 0.03% | +94,795+2,481.5% | Added |
| Standard Life Aberdeen plc | 98,444 | $29.6M | 0.05% | +1,013+1.0% | Added |
| Clarkston Capital Partners, LLC | 96,404 | $29.0M | 2.21% | −205,080−68.0% | Reduced |
| Cander Asset Management LP | 95,330 | $28.7M | 5.15% | +34,782+57.4% | Added |
| First Trust Advisors LP | 93,551 | $28.1M | 0.02% | −4,977−5.1% | Reduced |