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.
Q1 2026 vs. Q4 2025
How the institutions holding LPL Financial Holdings Inc. changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 826 | 8 | 769 | −49 |
| Shares | 81.4M | 9.24M | 82.3M | +10.2M (+14.1%) |
| Value | $29.0B | $3.30B | $24.8B | −$904.9M (−3.5%) |
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (94)
Institutions that held LPL Financial Holdings Inc. at the end of Q1 2026 but not at the end of Q4 2025.
Sold out (143)
Institutions that held LPL Financial Holdings Inc. at the end of Q4 2025 and filed for Q1 2026 without it.
Showing the largest 100 of 143 by value.
Not filed for Q1 2026 yet (8)
Institutions that held LPL Financial Holdings Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Vanguard Group Inc | 8,148,558 | $2.91B |
| Norges Bank | 1,040,445 | $371.6M |
| Comerica Bank | 17,144 | $6.12M |
| Forsta Ap-Fonden | 16,520 | $5.90M |
| CIBC Private Wealth Group, LLC | 12,792 | $4.57M |
| CIBC World Markets Corp | 2,776 | $991.5K |
| Global Retirement Partners, LLC | 1,522 | $543.5K |
| O'Brien Wealth Partners LLC | 566 | $202.2K |