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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 1,547 | $465.5K | 0.04% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,572 | $472.9K | 0.14% | 00.0% | Unchanged |
| Potentia Wealth | 1,580 | $475.3K | 0.18% | +1+0.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 1,593 | $479.2K | 0.01% | +1,020+178.0% | Added |
| Wedmont Private Capital | 1,548 | $481.1K | 0.02% | −77−4.7% | Reduced |
| Quadrant Capital Group LLC | 1,629 | $490.1K | 0.01% | −23−1.4% | Reduced |
| Storgate, LLC | 1,630 | $490.4K | 0.38% | +169+11.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,630 | $490.4K | 0.02% | +1,630 | New |
| Magnolia Private Wealth, LLC | 1,644 | $494.6K | 0.33% | −3−0.2% | Reduced |
| Mattson Financial Services, LLC | 1,646 | $495.2K | 0.12% | +637+63.1% | Added |
| Pettee Investors, Inc. | 1,490 | $497.9K | 0.26% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,658 | $498.8K | 0.01% | −190−10.3% | Reduced |
| Compton Financial Group, LLC | 1,666 | $501.2K | 0.11% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 1,672 | $503.0K | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 1,681 | $505.7K | 0.00% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 1,715 | $515.8K | 0.11% | +2+0.1% | Added |
| Yousif Capital Management, LLC | 1,731 | $520.7K | 0.01% | +63+3.8% | Added |
| Cresset Asset Management, LLC | 1,769 | $532.3K | 0.00% | −5−0.3% | Reduced |
| Larson Financial Group LLC | 1,778 | $534.9K | 0.02% | +1,713+2,635.4% | Added |
| Independent Financial Group, LLC | 1,797 | $540.6K | 0.01% | +1+0.1% | Added |
| Laird Norton Trust Company, LLC | 1,800 | $541.5K | 0.01% | −66−3.5% | Reduced |
| Prudential Financial Inc | 1,811 | $544.8K | 0.00% | −7,871−81.3% | Reduced |
| Keybank National Association | 1,812 | $545.1K | 0.00% | +355+24.4% | Added |
| Gibbs Wealth Management | 1,830 | $550.5K | 0.07% | +262+16.7% | Added |
| NBC Securities, Inc. | 1,843 | $554.4K | 0.04% | −31−1.7% | Reduced |
| Tran Capital Management, L.P. | 1,848 | $555.9K | 0.08% | −1−0.1% | Reduced |
| Concurrent Investment Advisors, LLC | 1,873 | $563.5K | 0.01% | −599−24.2% | Reduced |
| Integrated Investment Consultants, LLC | 1,884 | $566.8K | 0.12% | −2,724−59.1% | Reduced |
| Retirement Planning Group | 1,888 | $567.9K | 0.02% | −69−3.5% | Reduced |
| Pitcairn Wealth Advisors LLC | 1,618 | $577.9K | 0.05% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,928 | $580.0K | 0.06% | −6,422−76.9% | Reduced |
| Sowell Financial Services LLC | 1,941 | $583.9K | 0.02% | +20+1.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,948 | $586.0K | 0.02% | +38+2.0% | Added |
| CWM, LLC | 1,973 | $593.6K | 0.00% | +295+17.6% | Added |
| Arkadios Wealth Advisors | 1,975 | $594.2K | 0.01% | −610−23.6% | Reduced |
| Gilbert & Cook, Inc. | 2,002 | $602.3K | 0.08% | +572+40.0% | Added |
| Triad Wealth Partners, LLC | 2,011 | $605.0K | 0.05% | +74+3.8% | Added |
| Gateway Investment Advisers LLC | 2,020 | $607.7K | 0.01% | −1,494−42.5% | Reduced |
| Impact Capital Partners LLC | 2,077 | $624.8K | 0.19% | −690−24.9% | Reduced |
| Stratos Wealth Partners, LTD. | 2,085 | $627.5K | 0.01% | +15+0.7% | Added |
| United Capital Financial Advisers, LLC | 2,093 | $629.6K | 0.00% | −57−2.7% | Reduced |
| Matrix Trust Co | 2,093 | $630.0K | 0.10% | +2,093 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,097 | $630.8K | 0.04% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,100 | $631.7K | 0.53% | −3,190−60.3% | Reduced |
| Hohimer Wealth Management, LLC | 2,123 | $638.8K | 0.08% | +2,123 | New |
| Los Angeles Capital Management LLC | 2,150 | $646.8K | 0.00% | +1,789+495.6% | Added |
| Integrated Wealth Concepts LLC | 2,157 | $648.9K | 0.01% | +2,157 | New |
| Hamilton Capital Partners Inc. | 2,180 | $655.8K | 0.02% | +347+18.9% | Added |
| Hallmark Capital Management Inc | 2,203 | $662.7K | 0.04% | −92−4.0% | Reduced |
| Thrivent Financial for Lutherans | 2,224 | $668.0K | 0.00% | −19−0.8% | Reduced |
| Greenline Partners, LLC | 2,266 | $681.7K | 0.07% | 00.0% | Unchanged |
| London Co of Virginia | 2,270 | $682.9K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,279 | $685.6K | 0.03% | −39−1.7% | Reduced |
| Davenport & Co LLC | 2,287 | $688.0K | 0.00% | −124−5.1% | Reduced |
| Park Avenue Securities LLC | 2,301 | $692.0K | 0.01% | +2,301 | New |
| North Dakota State Investment Board | 2,303 | $692.8K | 0.03% | −503−17.9% | Reduced |
| Quantitative Investment Management, LLC | 2,358 | $709.0K | 0.07% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,357 | $709.1K | 0.07% | −717−23.3% | Reduced |
| Toroso Investments, LLC | 2,400 | $722.0K | 0.00% | +126+5.5% | Added |
| Allspring Global Investments Holdings, LLC | 2,514 | $727.2K | 0.00% | −122,214−98.0% | Reduced |
| Farther Finance Advisors, LLC | 2,533 | $732.6K | 0.01% | +1,901+300.8% | Added |
| Advisors Asset Management, Inc. | 2,491 | $749.4K | 0.01% | −27−1.1% | Reduced |
| Kestra Advisory Services, LLC | 2,498 | $751.3K | 0.00% | −1,352−35.1% | Reduced |
| Macquarie Group Ltd | 2,505 | $753.6K | 0.00% | +101+4.2% | Added |
| Garrett Wealth Advisory Group, LLC | 2,509 | $754.8K | 0.13% | +9+0.4% | Added |
| Raiffeisen Bank International AG | 2,522 | $757.1K | 0.01% | +2,479+5,765.1% | Added |
| Northwest & Ethical Investments L.P. | 2,595 | $764.1K | 0.02% | +1,045+67.4% | Added |
| Greenland Capital Management LP | 2,600 | $782.2K | 0.16% | −300−10.3% | Reduced |
| Lido Advisors, LLC | 2,608 | $785.1K | 0.00% | +679+35.2% | Added |
| Buttonwood Financial Advisors Inc. | 2,615 | $786.7K | 0.26% | +2,615 | New |
| Union Bancaire Privee, UBP SA | 2,663 | $790.6K | 0.01% | +480+22.0% | Added |
| Vestcor Inc | 2,689 | $809.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,711 | $815.0K | 0.00% | +441+19.4% | Added |
| Parallel Advisors, LLC | 2,711 | $815.6K | 0.01% | +183+7.2% | Added |
| Warren Averett Asset Management, LLC | 2,740 | $824.3K | 0.01% | +2,034+288.1% | Added |
| IHT Wealth Management, LLC | 2,751 | $827.6K | 0.02% | −719−20.7% | Reduced |
| Principal Securities, Inc. | 2,781 | $836.6K | 0.01% | +404+17.0% | Added |
| Schroder Investment Management Group | 2,815 | $846.8K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,849 | $857.0K | 0.01% | +2,849 | New |
| Ritholtz Wealth Management | 2,866 | $862.2K | 0.01% | −39−1.3% | Reduced |
| E. Ohman J:or Asset Management AB | 2,916 | $877.2K | 0.02% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 2,925 | $879.9K | 0.26% | +2,300+368.0% | Added |
| Saudi Central Bank | 2,954 | $888.7K | 0.02% | +2,954 | New |
| CAPROCK Group, Inc. | 2,994 | $900.8K | 0.02% | +1,167+63.9% | Added |
| Gabelli Funds LLC | 3,000 | $902.5K | 0.01% | −80−2.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,030 | $911.4K | 0.00% | +15+0.5% | Added |
| Federated Hermes, Inc. | 3,067 | $922.6K | 0.00% | −3−0.1% | Reduced |
| Arq Wealth Advisors, LLC | 3,090 | $929.6K | 0.17% | +3,090 | New |
| Sequoia Financial Advisors, LLC | 3,091 | $929.9K | 0.01% | −1,491−32.5% | Reduced |
| Woodline Partners LP | 3,122 | $939.2K | 0.00% | −70,424−95.8% | Reduced |
| Twin Tree Management, LP | 3,171 | $953.9K | 0.20% | +2,568+425.9% | Added |
| PEAK6 LLC | 3,220 | $968.7K | 0.03% | +3,220 | New |
| Aureus Asset Management, LLC | 3,234 | $972.9K | 0.06% | −239−6.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,284 | $987.9K | 0.01% | −3,292−50.1% | Reduced |
| Resources Investment Advisors, LLC. | 3,286 | $988.4K | 0.01% | −537−14.0% | Reduced |
| Stenger Family Office, LLC | 3,305 | $994.2K | 0.18% | −122−3.6% | Reduced |
| Fiduciary Trust Co | 3,366 | $1.01M | 0.01% | −435−11.4% | Reduced |
| Generali Asset Management SPA SGR | 3,371 | $1.01M | 0.02% | −1,890−35.9% | Reduced |
| SkyView Investment Advisors, LLC | 3,384 | $1.02M | 0.14% | +99+3.0% | Added |
| Abn Amro Investment Solutions | 3,434 | $1.03M | 0.01% | +338+10.9% | Added |