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 |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 42 | $12.6K | 0.00% | +42 | New |
| Bell Investment Advisors, Inc | 43 | $12.9K | 0.00% | −16−27.1% | Reduced |
| CX Institutional | 44 | $13.0K | 0.00% | +37+528.6% | Added |
| Kerr Financial Planning Corp | 40 | $13.4K | 0.02% | +1+2.6% | Added |
| Cornerstone Planning Group LLC | 42 | $13.5K | 0.00% | +6+16.7% | Added |
| Tower Research Capital LLC (TRC) | 45 | $13.5K | 0.00% | −416−90.2% | Reduced |
| Fortitude Family Office, LLC | 46 | $13.8K | 0.00% | +22+91.7% | Added |
| Fourth Dimension Wealth, LLC | 47 | $14.1K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 48 | $14.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $14.7K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 49 | $14.7K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 50 | $15.0K | 0.00% | −36−41.9% | Reduced |
| WealthCollab, LLC | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 50 | $15.0K | 0.00% | +50 | New |
| Keating Financial Advisory Services, Inc. | 51 | $15.3K | 0.00% | −17−25.0% | Reduced |
| Leonteq Securities AG | 52 | $15.6K | 0.00% | −260−83.3% | Reduced |
| N.E.W. Advisory Services LLC | 54 | $16.2K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 56 | $16.8K | 0.01% | +56 | New |
| Trust Co | 58 | $17.4K | 0.00% | +21+56.8% | Added |
| Pinnacle Bancorp, Inc. | 63 | $19.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 70 | $21.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 70 | $21.2K | 0.00% | −417−85.6% | Reduced |
| Cetera Trust Company, N.A | 75 | $22.6K | 0.01% | 00.0% | Unchanged |
| Wellington Grp LLC | 75 | $22.6K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 79 | $22.9K | 0.00% | +71+887.5% | Added |
| Exchange Traded Concepts, LLC | 82 | $24.7K | 0.00% | +82 | New |
| Opal Wealth Advisors, LLC | 82 | $24.7K | 0.01% | +82 | New |
| Napier Financial, LLC | 83 | $25.0K | 0.01% | +83 | New |
| IAG Wealth Partners, LLC | 84 | $25.2K | 0.00% | 00.0% | Unchanged |
| Ossiam | 86 | $25.9K | 0.00% | +66+330.0% | Added |
| JFS Wealth Advisors, LLC | 90 | $27.1K | 0.00% | +4+4.7% | Added |
| Chung Wu Investment Group, LLC | 100 | $30.1K | 0.03% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $30.1K | 0.03% | 00.0% | Unchanged |
| Clark Wealth Partners | 100 | $30.1K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 100 | $30.1K | 0.00% | +44+78.6% | Added |
| Westside Investment Management, Inc. | 100 | $30.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 105 | $31.6K | 0.00% | −42−28.6% | Reduced |
| Massmutual Trust Co FSB | 118 | $35.5K | 0.00% | +45+61.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $36.1K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 123 | $37.0K | 0.02% | +30+32.3% | Added |
| Smithfield Trust Co | 127 | $39.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 133 | $40.0K | 0.01% | +133 | New |
| Private Wealth Asset Management, LLC | 135 | $40.6K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 136 | $40.9K | 0.01% | +116+580.0% | Added |
| MCF Advisors LLC | 138 | $41.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 141 | $42.4K | 0.00% | +80+131.1% | Added |
| SRS Capital Advisors, Inc. | 145 | $43.4K | 0.00% | −104−41.8% | Reduced |
| Parkside Financial Bank & Trust | 163 | $49.0K | 0.00% | +8+5.2% | Added |
| Bryn Mawr Trust Co | 180 | $54.1K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 181 | $54.5K | 0.02% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 187 | $56.3K | 0.05% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 189 | $56.9K | 0.00% | +29+18.1% | Added |
| Entrust Financial LLC | 193 | $58.1K | 0.04% | −21−9.8% | Reduced |
| Abound Financial, LLC | 193 | $58.2K | 0.03% | +191+9,550.0% | Added |
| Covestor Ltd | 197 | $59.0K | 0.04% | −226−53.4% | Reduced |
| First Horizon Corp | 199 | $59.9K | 0.00% | −39−16.4% | Reduced |
| CoreCap Advisors, LLC | 202 | $61.1K | 0.00% | +16+8.6% | Added |
| Whipplewood Advisors, LLC | 204 | $61.4K | 0.03% | +189+1,260.0% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 209 | $62.9K | 0.01% | +70+50.4% | Added |
| Y.D. More Investments Ltd | 210 | $63.1K | 0.00% | +150+250.0% | Added |
| Advisory Services Network, LLC | 258 | $77.7K | 0.00% | +258 | New |
| State of Wyoming | 260 | $78.2K | 0.01% | −9−3.3% | Reduced |
| Capital Analysts, LLC | 265 | $80.0K | 0.00% | +74+38.7% | Added |
| Transamerica Financial Advisors, Inc. | 266 | $80.0K | 0.01% | +210+375.0% | Added |
| Graney & King, LLC | 285 | $85.8K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 292 | $87.8K | 0.00% | −52−15.1% | Reduced |
| NBT Bank N A | 299 | $89.9K | 0.01% | −58−16.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 312 | $93.9K | 0.05% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 265 | $94.7K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 333 | $100.2K | 0.00% | −25−7.0% | Reduced |
| Clearstead Advisors, LLC | 360 | $108.3K | 0.00% | +285+380.0% | Added |
| IFP Advisors, Inc | 376 | $113.1K | 0.00% | +4+1.1% | Added |
| Umb Bank N A | 392 | $117.9K | 0.00% | −55−12.3% | Reduced |
| Gables Capital Management Inc. | 400 | $120.3K | 0.05% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 415 | $124.6K | 0.00% | +78+23.1% | Added |
| Quarry LP | 423 | $127.3K | 0.03% | +61+16.9% | Added |
| United Community Bank | 440 | $132.4K | 0.04% | +25+6.0% | Added |
| Penserra Capital Management LLC | 443 | $133.0K | 0.00% | +12+2.8% | Added |
| Financial Management Professionals, Inc. | 463 | $139.3K | 0.02% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 467 | $140.5K | 0.06% | 00.0% | Unchanged |
| WPG Advisers, LLC | 477 | $143.5K | 0.11% | −4−0.8% | Reduced |
| Elgethun Capital Management | 493 | $148.3K | 0.02% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 500 | $150.4K | 0.13% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 519 | $156.1K | 0.02% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 535 | $160.9K | 0.03% | +535 | New |
| Walsh & Associates, LLC | 542 | $163.1K | 0.16% | 00.0% | Unchanged |
| FIL Ltd | 558 | $167.9K | 0.00% | +130+30.4% | Added |
| Catalyst Capital Advisors LLC | 595 | $179.0K | 0.00% | −1,890−76.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $180.5K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 642 | $193.1K | 0.00% | −535−45.5% | Reduced |
| PCB Capital LLC | 666 | $200.2K | 0.32% | +8+1.2% | Added |
| Natural Investments, LLC | 671 | $201.0K | 0.05% | −56−7.7% | Reduced |
| Drive Wealth Management, LLC | 671 | $201.9K | 0.04% | 00.0% | Unchanged |
| OV Management LLC | 674 | $202.8K | 0.41% | −2,103−75.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 676 | $203.4K | 0.01% | +676 | New |
| Transcend Wealth Collective, LLC | 676 | $203.4K | 0.02% | +62+10.1% | Added |
| Main Street Financial Solutions, LLC | 678 | $204.0K | 0.01% | +678 | New |
| WealthCare Investment Partners, LLC | 680 | $204.3K | 0.06% | +1+0.1% | Added |
| Crossmark Global Holdings, Inc. | 682 | $205.2K | 0.00% | −35−4.9% | Reduced |
| Jacobi Capital Management LLC | 682 | $205.2K | 0.01% | +5+0.7% | Added |