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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.

Institutional holdersQ1 2026: 769 institutions
Q1 2021: 398 institutionsQ2 2021: 419 institutionsQ3 2021: 423 institutionsQ4 2021: 435 institutionsQ1 2022: 481 institutionsQ2 2022: 534 institutionsQ3 2022: 583 institutionsQ4 2022: 632 institutionsQ1 2023: 615 institutionsQ2 2023: 590 institutionsQ3 2023: 601 institutionsQ4 2023: 621 institutionsQ1 2024: 650 institutionsQ2 2024: 677 institutionsQ3 2024: 646 institutionsQ4 2024: 725 institutionsQ1 2025: 788 institutionsQ2 2025: 802 institutionsQ3 2025: 759 institutionsQ4 2025: 826 institutionsQ1 2026: 769 institutionsQ2 2026: 768 institutions
Value heldQ1 2026: $24.8B
Q1 2021: $11.0BQ2 2021: $10.3BQ3 2021: $12.1BQ4 2021: $12.3BQ1 2022: $14.3BQ2 2022: $15.1BQ3 2022: $17.2BQ4 2022: $16.5BQ1 2023: $15.1BQ2 2023: $15.6BQ3 2023: $17.1BQ4 2023: $16.2BQ1 2024: $19.2BQ2 2024: $20.1BQ3 2024: $16.8BQ4 2024: $23.3BQ1 2025: $25.5BQ2 2025: $29.8BQ3 2025: $26.1BQ4 2025: $29.0BQ1 2026: $24.8BQ2 2026: $23.3B
Institutions holding LPLA and their total value by quarter
QuarterHoldersValue
Q2 2026768$23.3B
Q1 2026769$24.8B
Q4 2025826$29.0B
Q3 2025759$26.1B
Q2 2025802$29.8B
Q1 2025788$25.5B
Q4 2024725$23.3B
Q3 2024646$16.8B
Q2 2024677$20.1B
Q1 2024650$19.2B
Q4 2023621$16.2B
Q3 2023601$17.1B
Q2 2023590$15.6B
Q1 2023615$15.1B
Q4 2022632$16.5B
Q3 2022583$17.2B
Q2 2022534$15.1B
Q1 2022481$14.3B
Q4 2021435$12.3B
Q3 2021423$12.1B
Q2 2021419$10.3B
Q1 2021398$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.

Institutions holding LPLA in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
American National Bank1$3000.00%00.0%Unchanged
IMA Wealth, Inc.1$3000.00%00.0%Unchanged
Johnson Financial Group, Inc.1$3010.00%−43−97.7%Reduced
TFC Financial Management1$3010.00%+1New
TopTier Wealth Management, LLC1$3010.00%+1New
Torren Management, LLC1$3030.00%−23−95.8%Reduced
Golden State Equity Partners2$6010.00%+2New
Rothschild Investment LLC2$6020.00%−7−77.8%Reduced
Seneschal Advisors, LLC2$6020.00%00.0%Unchanged
North Star Investment Management Corp.2$6020.00%00.0%Unchanged
Rakuten Securities, Inc.2$6020.00%00.0%Unchanged
Quaker Wealth Management, LLC2$6020.00%+1+100.0%Added
Curio Wealth, LLC2$6020.00%+2New
HFM Investment Advisors, LLC3$9020.00%−1−25.0%Reduced
Alerus Financial NA3$9020.00%00.0%Unchanged
South State Corp.3$9030.00%−8−72.7%Reduced
Cassaday & Co Wealth Management LLC3$9030.00%+3New
Avion Wealth6$1.00K0.00%−4−40.0%Reduced
Capital Advisors, Ltd. LLC3$1.00K0.00%00.0%Unchanged
Pacer Advisors, Inc.2$1.00K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC4$1.20K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC4$1.20K0.00%+1+33.3%Added
Twin Peaks Wealth Advisors, LLC4$1.20K0.00%+4New
American Capital Advisory, LLC4$1.20K0.00%+3+300.0%Added
Basepoint Wealth LLC4$1.21K0.00%00.0%Unchanged
Aspect Partners, LLC5$1.50K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.5$1.50K0.00%00.0%Unchanged
Hilton Head Capital Partners, LLC5$1.50K0.00%00.0%Unchanged
Raffa Wealth Management, LLC5$1.50K0.00%+1+25.0%Added
1015 Capital Partners, LLC5$1.50K0.00%+1+25.0%Added
Vermillion Wealth Management, Inc.5$1.50K0.00%+5New
Operose Advisors LLC5$1.50K0.00%+5New
Marshall Investment Management, LLC5$1.50K0.00%+5New
Rialto Wealth Management, LLC5$1.50K0.00%−1−16.7%Reduced
SHP Wealth Management6$1.69K0.00%−7−53.8%Reduced
Atlantic Trust, LLC6$1.80K0.00%−19−76.0%Reduced
First Eagle Investment Management, LLC6$1.80K0.00%−4−40.0%Reduced
CBIZ Investment Advisory Services, LLC6$1.80K0.00%−2−25.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC6$1.80K0.00%00.0%Unchanged
Kilter Group LLC6$1.80K0.00%00.0%Unchanged
Raleigh Capital Management Inc.6$1.80K0.00%+6New
Abound Wealth Management6$1.80K0.00%+6New
Manchester Capital Management LLC7$2.11K0.00%−7−50.0%Reduced
McGuire Capital Advisors Inc7$2.11K0.00%−3−30.0%Reduced
Key Capital Management, INC7$2.11K0.00%00.0%Unchanged
Bogart Wealth, LLC7$2.11K0.00%+5+250.0%Added
Hughes Financial Services, LLC7$2.11K0.00%+5+250.0%Added
United Financial Planning Group LLC7$2.11K0.00%+7New
Maseco LLP7$2.11K0.00%00.0%Unchanged
Spire Wealth Management7$2.24K0.00%−1,796−99.6%Reduced
Rachor Investment Advisory Services, LLC8$2.41K0.00%−1−11.1%Reduced
First United Bank Trust8$2.41K0.00%00.0%Unchanged
Signature Equity Partners, LLC8$2.50K0.00%−41−83.7%Reduced
Ares Financial Consulting, LLC9$2.63K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC9$2.71K0.00%−1−10.0%Reduced
Armstrong Advisory Group, Inc9$2.71K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton10$3.01K0.00%00.0%Unchanged
Vanguard National Trust Co10$3.01K0.00%+10New
Chilton Capital Management LLC10$3.01K0.00%−16−61.5%Reduced
Valued Wealth Advisors LLC10$3.01K0.00%+10New
Southern Michigan Bank & Trust11$3.31K0.00%+11New
Foster Dykema Cabot & Partners, LLC12$3.61K0.00%00.0%Unchanged
Private Trust Co NA13$3.91K0.00%−62−82.7%Reduced
Cornerstone Financial Management LLC13$3.91K0.00%+5+62.5%Added
First Pacific Financial13$3.91K0.00%+13New
Financial Network Wealth Advisors LLC13$3.92K0.00%−2−13.3%Reduced
Brown, Lisle/Cummings, Inc.14$4.12K0.00%+7+100.0%Added
Elevated Capital Advisors, LLC14$4.21K0.00%00.0%Unchanged
MTM Investment Management, LLC14$4.21K0.00%00.0%Unchanged
Cromwell Holdings LLC14$4.21K0.00%+4+40.0%Added
Colonial Trust Advisors15$4.51K0.00%00.0%Unchanged
MV Capital Management, Inc.15$4.51K0.00%+1+7.1%Added
Philadelphia Investment Partners, LLC15$4.52K0.00%+15New
Meeder Asset Management Inc16$4.81K0.00%−5−23.8%Reduced
Richardson Capital Management LLC16$4.81K0.00%+16New
Sachetta, LLC16$4.81K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC16$4.81K0.00%+16New
Salomon & Ludwin, LLC17$4.99K0.00%−55−76.4%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP16$5.00K0.00%+16New
DiNuzzo Private Wealth, Inc.17$5.12K0.00%00.0%Unchanged
True Wealth Design, LLC18$5.42K0.00%+9+100.0%Added
Cranbrook Wealth Management, LLC19$5.72K0.00%00.0%Unchanged
Trust Co of Toledo NA19$5.72K0.00%00.0%Unchanged
CNB Bank19$5.72K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC19$5.72K0.00%00.0%Unchanged
JPL Wealth Management, LLC19$5.72K0.00%+19New
AdvisorNet Financial, Inc20$6.02K0.00%−7−25.9%Reduced
Kemnay Advisory Services Inc.20$6.02K0.00%+5+33.3%Added
Hantz Financial Services, Inc.25$8.00K0.00%−6−19.4%Reduced
Global X Japan Co., Ltd.27$8.12K0.00%−31−53.4%Reduced
Cullen/Frost Bankers, Inc.28$8.45K0.00%−120−81.1%Reduced
Steigerwald, Gordon & Koch Inc.30$9.03K0.00%−48−61.5%Reduced
Asset Dedication, LLC30$9.03K0.00%00.0%Unchanged
Center for Financial Planning, Inc.30$9.09K0.00%00.0%Unchanged
Beacon Investment Advisory Services, Inc.34$10.2K0.00%+34New
SBI Securities Co., Ltd.35$10.5K0.00%−19−35.2%Reduced
SJS Investment Consulting Inc.35$10.5K0.00%+20+133.3%Added
Wolff Wiese Magana LLC37$11.1K0.01%−5−11.9%Reduced
Montag A & Associates Inc37$11.1K0.00%00.0%Unchanged
Wilkerson Advisory Group LLC42$12.6K0.00%−850−95.3%Reduced