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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
OpenArc Corporate Advisory, LLC689$207.3K0.00%+689New
Simplicity Wealth,LLC690$207.6K0.01%−61−8.1%Reduced
Net Worth Advisory Group695$209.1K0.04%−108−13.4%Reduced
Colonial Trust Co698$209.9K0.03%−4−0.6%Reduced
WoodTrust Financial Corp702$211.0K0.03%00.0%Unchanged
One Day In July LLC702$211.2K0.02%00.0%Unchanged
Abacus Wealth Partners, LLC711$213.9K0.02%+48+7.2%Added
Integrated Advisors Network LLC712$214.1K0.01%+102+16.7%Added
Connecticut Capital Management Group, LLC712$214.2K0.20%00.0%Unchanged
EverSource Wealth Advisors, LLC725$217.8K0.01%−122−14.4%Reduced
Fundamentun, LLC733$220.5K0.01%+16+2.2%Added
Waddell & Associates, LLC746$224.4K0.01%00.0%Unchanged
Berger Financial Group, Inc749$225.4K0.01%+43+6.1%Added
Intrust Bank NA750$225.6K0.02%+3+0.4%Added
Systematic Alpha Investments, LLC760$228.6K0.01%00.0%Unchanged
Roberts Glore & Co Inc764$229.8K0.06%+764New
Cigna Investments Inc765$230.0K0.04%−21−2.7%Reduced
Metis Global Partners, LLC766$230.4K0.01%−53−6.5%Reduced
Archer Investment Corp779$234.2K0.05%00.0%Unchanged
Founders Financial Alliance, LLC782$235.3K0.04%+782New
Texas Capital Bank Wealth Management Services Inc786$236.5K0.01%+5+0.6%Added
Parcion Private Wealth LLC801$241.0K0.01%+801New
Dorsey & Whitney Trust CO LLC806$242.5K0.01%−19−2.3%Reduced
Personal Cfo Solutions, LLC809$243.3K0.03%+139+20.7%Added
Malaga Cove Capital, LLC817$245.8K0.09%−8−1.0%Reduced
Equitable Holdings, Inc.695$248.2K0.00%−13−1.8%Reduced
Quent Capital, LLC834$251.0K0.02%+10+1.2%Added
GAMMA Investing LLC839$252.4K0.01%+59+7.6%Added
Vontobel Holding Ltd.843$253.6K0.00%00.0%Unchanged
Perennial Investment Advisors, LLC853$256.9K0.02%+56+7.0%Added
PCM Encore, LLC860$258.8K0.05%+10+1.2%Added
ZWJ Investment Counsel Inc864$259.9K0.01%00.0%Unchanged
TSFG, LLC866$261.0K0.04%00.0%Unchanged
Benjamin Edwards Inc868$261.1K0.00%−363−29.5%Reduced
RMB Capital Management, LLC870$261.9K0.00%+9+1.0%Added
TruNorth Capital Management, LLC891$268.0K0.05%−218−19.7%Reduced
Spirepoint Private Client, LLC896$269.6K0.03%−167−15.7%Reduced
Valeo Financial Advisors, LLC897$269.8K0.01%+897New
Norden Group LLC897$269.9K0.03%−62−6.5%Reduced
Mather Group, LLC.916$275.6K0.00%00.0%Unchanged
Baker Tilly Wealth Management, LLC949$285.5K0.07%+31+3.4%Added
We Are One Seven, LLC960$288.9K0.01%−1−0.1%Reduced
VestGen Advisors, LLC986$290.4K0.01%−1,676−63.0%Reduced
Camden National Bank986$296.6K0.04%+77+8.5%Added
International Assets Investment Management, LLC1,038$300.3K0.02%−382−26.9%Reduced
De Burlo Group Inc1,000$300.8K0.07%00.0%Unchanged
WJ Wealth Management, LLC1,000$300.8K0.14%00.0%Unchanged
Evolve Private Wealth, LLC1,002$301.5K0.02%+169+20.3%Added
Everpar Advisors LLC1,006$302.6K0.10%−381−27.5%Reduced
Evergreen Capital Management LLC1,012$304.4K0.01%+1,012New
Frontier Capital Management Co LLC1,017$305.9K0.00%+1,017New
Institute for Wealth Management, LLC.1,025$308.4K0.03%00.0%Unchanged
Heritage Family Offices, LLP1,031$310.3K0.14%−880−46.0%Reduced
Winton Group Ltd1,036$311.7K0.01%+1,036New
Apollon Wealth Management, LLC1,039$312.6K0.01%−102−8.9%Reduced
Fidelis Capital Partners, LLC1,039$312.6K0.02%+86+9.0%Added
Impact Investors, Inc1,042$313.4K0.22%−4−0.4%Reduced
Vision Retirement, LLC1,043$313.8K0.09%−34−3.2%Reduced
Marks Group Wealth Management, Inc1,082$325.5K0.03%+289+36.4%Added
Perigon Wealth Management, LLC1,084$326.1K0.01%−30−2.7%Reduced
Thrive Wealth Management, LLC1,091$328.2K0.05%−479−30.5%Reduced
Brighton Jones LLC1,098$330.4K0.01%+1,098New
Coldstream Capital Management Inc1,113$334.8K0.00%−635−36.3%Reduced
denkapparat Operations GmbH1,118$336.3K0.14%00.0%Unchanged
Siemens Fonds Invest GmbH1,120$336.9K0.02%00.0%Unchanged
Concorde Asset Management, LLC1,134$341.2K0.17%−1,169−50.8%Reduced
Panagora Asset Management Inc1,150$346.0K0.00%00.0%Unchanged
Huntington National Bank1,154$347.2K0.00%+472+69.2%Added
Sagespring Wealth Partners, LLC1,163$350.0K0.01%−24−2.0%Reduced
Legato Capital Management LLC1,168$351.4K0.03%−776−39.9%Reduced
Central Pacific Bank - Trust Division1,180$355.0K0.05%−1,744−59.6%Reduced
One Wealth Advisors, LLC1,185$356.5K0.04%+249+26.6%Added
SFG Wealth Management, LLC.1,193$358.9K0.15%+7+0.6%Added
Teacher Retirement System of Texas1,194$359.2K0.00%−1,453−54.9%Reduced
Nisa Investment Advisors, LLC1,203$361.9K0.00%−5,582−82.3%Reduced
Moody Lynn & Lieberson, LLC1,207$363.1K0.02%−3−0.2%Reduced
Sumitomo Life Insurance Co1,217$366.1K0.01%+39+3.3%Added
Signaturefd, LLC1,221$367.3K0.01%−82−6.3%Reduced
Lifestyle Asset Management, Inc.1,240$373.1K0.12%+49+4.1%Added
Old National Bancorp1,242$373.6K0.01%+106+9.3%Added
Erste Asset Management GmbH1,246$374.0K0.00%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.1,244$374.2K0.00%+1,244New
Riverpoint Wealth Management Holdings, LLC1,273$383.0K0.08%+1+0.1%Added
RMR Wealth Builders1,276$383.9K0.03%00.0%Unchanged
V-Square Quantitative Management LLC1,293$389.0K0.04%+178+16.0%Added
Prossimo Advisors, LLC1,300$391.1K2.38%00.0%Unchanged
RiverGlades Family Offices LLC1,300$391.1K0.23%+1,300New
Canada Pension Plan Investment Board1,320$397.1K0.00%+840+175.0%Added
DRW Securities, LLC1,330$400.1K0.02%+464+53.6%Added
Boothbay Fund Management, LLC1,360$409.1K0.01%−9,609−87.6%Reduced
Pinnacle Wealth Planning Services, Inc.1,379$414.8K0.04%−5−0.4%Reduced
Legacy Financial Group LLC1,381$415.5K0.05%00.0%Unchanged
Spahn Wealth & Retirement LLC1,386$416.9K0.53%00.0%Unchanged
Snowden Capital Advisors LLC1,390$418.2K0.01%−637−31.4%Reduced
UniSuper Management Pty Ltd1,400$421.2K0.00%00.0%Unchanged
Advisor Resource Council1,405$422.8K0.17%+1,405New
DGS Capital Management, LLC1,414$425.4K0.07%−234−14.2%Reduced
Philip James Wealth Mangement, LLC1,442$433.7K0.05%−4−0.3%Reduced
Wealth Alliance1,448$435.7K0.04%−201−12.2%Reduced
Foresight Global Investors, Inc.1,459$438.9K0.28%00.0%Unchanged