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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 3,453 | $1.04M | 0.00% | +852+32.8% | Added |
| Intech Investment Management LLC | 3,463 | $1.04M | 0.01% | −648−15.8% | Reduced |
| GWM Advisors LLC | 3,506 | $1.05M | 0.00% | −256−6.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,555 | $1.07M | 0.04% | +587+19.8% | Added |
| MAI Capital Management | 3,585 | $1.08M | 0.01% | −35−1.0% | Reduced |
| Osmosis Investment Management UK Ltd | 3,591 | $1.08M | 0.03% | +1,796+100.1% | Added |
| QRG Capital Management, Inc. | 3,596 | $1.08M | 0.01% | −642−15.1% | Reduced |
| Shelton Wealth Management, LLC | 3,672 | $1.10M | 0.49% | −52−1.4% | Reduced |
| Leelyn Smith, LLC | 3,764 | $1.13M | 0.16% | +614+19.5% | Added |
| Beacon Pointe Advisors, LLC | 3,768 | $1.13M | 0.01% | +1,165+44.8% | Added |
| Allianz Asset Management GmbH | 3,778 | $1.14M | 0.00% | +256+7.3% | Added |
| Burney Co | 3,795 | $1.14M | 0.04% | −26,088−87.3% | Reduced |
| Maryland State Retirement & Pension System | 3,873 | $1.17M | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 3,912 | $1.18M | 0.06% | −10,249−72.4% | Reduced |
| Omers Administration Corp | 3,973 | $1.20M | 0.01% | +833+26.5% | Added |
| TT International Asset Management LTD | 3,988 | $1.20M | 0.13% | +3,340+515.4% | Added |
| AG2R la Mondiale Gestion D'Actifs | 4,043 | $1.22M | 0.06% | +544+15.5% | Added |
| RSM US Wealth Management LLC | 4,063 | $1.22M | 0.02% | +2,248+123.9% | Added |
| National Bank of Canada | 4,078 | $1.23M | 0.00% | +453+12.5% | Added |
| Vident Advisory, LLC | 4,113 | $1.24M | 0.01% | +1,047+34.1% | Added |
| Brinker Capital Investments, LLC | 4,156 | $1.25M | 0.01% | −5,520−57.0% | Reduced |
| CIBC Asset Management Inc | 4,212 | $1.27M | 0.00% | +651+18.3% | Added |
| ASR Vermogensbeheer N.V. | 4,251 | $1.28M | 0.02% | +69+1.6% | Added |
| Two Sigma Securities, LLC | 4,259 | $1.28M | 0.15% | +2,760+184.1% | Added |
| TownSquare Capital, LLC | 4,439 | $1.34M | 0.30% | −147−3.2% | Reduced |
| Presidio Capital Management, LLC | 4,473 | $1.35M | 0.39% | −13−0.3% | Reduced |
| Paradigm Asset Management Co LLC | 4,500 | $1.35M | 0.32% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 4,564 | $1.37M | 0.24% | +4,564 | New |
| Merit Financial Group, LLC | 4,622 | $1.39M | 0.01% | −39−0.8% | Reduced |
| Third View Private Wealth, LLC | 4,640 | $1.40M | 0.19% | +1,612+53.2% | Added |
| Shepherd Financial Partners LLC | 4,755 | $1.43M | 0.14% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,827 | $1.45M | 0.05% | −728−13.1% | Reduced |
| Oppenheimer Asset Management Inc. | 4,849 | $1.46M | 0.02% | −4,929−50.4% | Reduced |
| MetLife Investment Management | 4,903 | $1.47M | 0.01% | −244−4.7% | Reduced |
| Mariner, LLC | 4,931 | $1.48M | 0.00% | +1,590+47.6% | Added |
| Bessemer Group Inc | 4,933 | $1.48M | 0.00% | +1,489+43.2% | Added |
| M&T Bank Corp | 4,960 | $1.49M | 0.00% | +43+0.9% | Added |
| Fulton Bank, N.A. | 4,963 | $1.49M | 0.05% | +254+5.4% | Added |
| Independent Advisor Alliance | 5,035 | $1.51M | 0.02% | −223−4.2% | Reduced |
| Manufacturers Life Insurance Company, The | 5,060 | $1.52M | 0.00% | +135+2.7% | Added |
| Vise Technologies, Inc. | 4,317 | $1.54M | 0.03% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 5,130 | $1.54M | 0.03% | +260+5.3% | Added |
| South Dakota Investment Council | 5,147 | $1.55M | 0.03% | −2,000−28.0% | Reduced |
| Ethic Inc. | 5,147 | $1.55M | 0.02% | −267−4.9% | Reduced |
| Dana Investment Advisors, Inc. | 5,151 | $1.55M | 0.05% | −115−2.2% | Reduced |
| Virtus Investment Advisers, Inc. | 5,198 | $1.56M | 0.43% | −366−6.6% | Reduced |
| Future Fund LLC | 5,210 | $1.57M | 0.55% | −131−2.5% | Reduced |
| Knollwood Investment Advisory, LLC | 5,275 | $1.59M | 0.16% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,291 | $1.59M | 0.00% | +764+16.9% | Added |
| Sovereign's Capital Management, LLC | 5,348 | $1.61M | 1.18% | +5,348 | New |
| Coastal Bridge Advisors, LLC | 5,575 | $1.68M | 0.12% | +100+1.8% | Added |
| Ostrum Asset Management | 5,666 | $1.70M | 0.10% | +2,691+90.5% | Added |
| Bank of Nova Scotia | 5,705 | $1.72M | 0.00% | +37+0.7% | Added |
| Farringdon Capital, Ltd. | 5,717 | $1.72M | 0.38% | +5,717 | New |
| Investment Management Corp of Ontario | 5,742 | $1.73M | 0.02% | −371−6.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 5,793 | $1.74M | 0.00% | −768−11.7% | Reduced |
| Sterling Group Wealth Management, LLC | 5,869 | $1.77M | 0.84% | +42+0.7% | Added |
| Mount Yale Investment Advisors, LLC | 5,884 | $1.77M | 0.04% | +2,406+69.2% | Added |
| Garrett Investment Advisors LLC | 5,917 | $1.78M | 0.14% | +99+1.7% | Added |
| Jackson Wealth Management, LLC | 6,018 | $1.81M | 0.19% | −78−1.3% | Reduced |
| Tobam | 6,043 | $1.82M | 0.47% | −9,462−61.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,166 | $1.85M | 0.11% | +6,166 | New |
| James Investment Research Inc | 6,186 | $1.86M | 0.21% | −154−2.4% | Reduced |
| Gulf International Bank (UK) Ltd | 6,194 | $1.86M | 0.04% | +1,985+47.2% | Added |
| Brevan Howard Capital Management LP | 6,262 | $1.88M | 0.02% | −14,321−69.6% | Reduced |
| WealthPoint Financial, LLC | 6,360 | $1.91M | 1.60% | −830−11.5% | Reduced |
| Rockefeller Capital Management L.P. | 6,400 | $1.93M | 0.00% | +1,193+22.9% | Added |
| Sterling Capital Management LLC | 6,452 | $1.94M | 0.04% | −1,824−22.0% | Reduced |
| Amalgamated Bank | 6,461 | $1.94M | 0.01% | −710−9.9% | Reduced |
| Allworth Financial LP | 6,503 | $1.96M | 0.01% | −379−5.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,586 | $1.98M | 0.33% | +5,362+438.1% | Added |
| Mackenzie Financial Corp | 6,588 | $1.98M | 0.00% | +881+15.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 6,624 | $1.99M | 0.02% | +6,624 | New |
| Callan Family Office, LLC | 6,674 | $2.01M | 0.05% | +304+4.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,702 | $2.02M | 0.06% | −48−0.7% | Reduced |
| Cerity Partners LLC | 6,735 | $2.03M | 0.00% | +42+0.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,784 | $2.04M | 0.02% | +1,862+37.8% | Added |
| CIBC World Markets Inc. | 6,880 | $2.07M | 0.00% | +89+1.3% | Added |
| Laurion Capital Management LP | 7,000 | $2.11M | 0.20% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,008 | $2.11M | 0.04% | −2,515−26.4% | Reduced |
| Mutual of America Capital Management LLC | 7,057 | $2.12M | 0.02% | −2,438−25.7% | Reduced |
| Credit Agricole S A | 7,089 | $2.13M | 0.01% | +351+5.2% | Added |
| Baird Financial Group, Inc. | 7,220 | $2.17M | 0.00% | +519+7.7% | Added |
| Candriam Luxembourg S.C.A. | 7,295 | $2.19M | 0.01% | −35−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,547 | $2.22M | 0.00% | −431−5.4% | Reduced |
| HM Payson & Co | 7,380 | $2.22M | 0.03% | −175−2.3% | Reduced |
| Public Employees Retirement Association of Colorado | 7,468 | $2.25M | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,789 | $2.34M | 0.02% | +124+1.6% | Added |
| Caldwell Trust Co | 7,833 | $2.36M | 0.21% | −50−0.6% | Reduced |
| Morningstar Investment Management LLC | 7,849 | $2.36M | 0.15% | +2,346+42.6% | Added |
| Intercapital, LLC | 8,000 | $2.41M | 1.33% | +8,000 | New |
| Avanza Fonder AB | 8,043 | $2.42M | 0.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,052 | $2.42M | 0.00% | +2,181+37.1% | Added |
| Dynasty Wealth Management, LLC | 8,148 | $2.45M | 0.02% | −1,391−14.6% | Reduced |
| J. Goldman & Co LP | 8,300 | $2.50M | 0.12% | +8,300 | New |
| JustInvest LLC | 8,354 | $2.51M | 0.02% | −829−9.0% | Reduced |
| OP Asset Management Ltd | 8,436 | $2.54M | 0.03% | −477−5.4% | Reduced |
| Flynn Zito Capital Management, LLC | 8,661 | $2.61M | 0.83% | +6+0.1% | Added |
| DekaBank Deutsche Girozentrale | 8,718 | $2.64M | 0.00% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 8,916 | $2.68M | 0.06% | +8,916 | New |