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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 8,940 | $2.69M | 0.00% | +1,228+15.9% | Added |
| Greenleaf Trust | 9,088 | $2.73M | 0.03% | −176−1.9% | Reduced |
| Diversified Trust Co | 9,098 | $2.74M | 0.05% | +9,098 | New |
| Segment Wealth Management, LLC | 9,197 | $2.77M | 0.16% | +9,197 | New |
| Beacon Investment Advisors LLC | 9,291 | $2.80M | 1.06% | −96−1.0% | Reduced |
| Summit Trail Advisors, LLC | 9,343 | $2.81M | 0.04% | +406+4.5% | Added |
| Commonwealth Equity Services, LLC | 9,560 | $2.88M | 0.00% | −496−4.9% | Reduced |
| STRS Ohio | 9,606 | $2.89M | 0.01% | −3,503−26.7% | Reduced |
| Wealthfront Advisers LLC | 9,614 | $2.89M | 0.01% | +3,230+50.6% | Added |
| Impax Asset Management Group plc | 9,702 | $2.92M | 0.02% | −134−1.4% | Reduced |
| King Luther Capital Management Corp | 9,799 | $2.95M | 0.01% | +2,253+29.9% | Added |
| Retirement Capital Strategies | 10,041 | $3.02M | 1.14% | 00.0% | Unchanged |
| TCW Group Inc | 10,110 | $3.04M | 0.02% | −4,658−31.5% | Reduced |
| Nissay Asset Management Corp | 10,301 | $3.10M | 0.02% | +63+0.6% | Added |
| Allstate Corp | 10,462 | $3.15M | 0.03% | +4,487+75.1% | Added |
| Oliver Luxxe Assets LLC | 10,502 | $3.16M | 0.47% | +401+4.0% | Added |
| Toronto Dominion Bank | 10,836 | $3.26M | 0.01% | −2,191−16.8% | Reduced |
| Gradient Investments LLC | 10,881 | $3.27M | 0.05% | +5,280+94.3% | Added |
| Anchor Investment Management, LLC | 10,884 | $3.27M | 0.27% | +218+2.0% | Added |
| Annex Advisory Services, LLC | 10,975 | $3.30M | 0.06% | +2,603+31.1% | Added |
| British Columbia Investment Management Corp | 11,031 | $3.32M | 0.02% | −3,137−22.1% | Reduced |
| Fremen Capital Management LP | 11,078 | $3.33M | 3.09% | −10,254−48.1% | Reduced |
| Lighthouse Investment Partners, LLC | 11,129 | $3.35M | 0.13% | +11,129 | New |
| 2Xideas AG | 11,153 | $3.36M | 1.31% | +116+1.1% | Added |
| Creative Planning | 11,210 | $3.37M | 0.00% | +1,708+18.0% | Added |
| Federation des caisses Desjardins du Quebec | 11,251 | $3.38M | 0.01% | +7,592+207.5% | Added |
| Kerusso Capital Management LLC | 11,288 | $3.40M | 1.70% | −804−6.6% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 11,312 | $3.40M | 0.03% | −1,580−12.3% | Reduced |
| CIBC Bancorp USA Inc. | 11,400 | $3.43M | 0.00% | +11,400 | New |
| Sanctuary Advisors, LLC | 11,486 | $3.46M | 0.02% | −3,768−24.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,526 | $3.47M | 0.01% | +2,531+28.1% | Added |
| Man Group plc | 11,821 | $3.56M | 0.01% | −15,399−56.6% | Reduced |
| Cornerstone Wealth Management, LLC | 11,867 | $3.57M | 0.18% | +17+0.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,255 | $3.69M | 0.03% | +51+0.4% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 12,449 | $3.75M | 0.22% | +12,449 | New |
| Lord, Abbett & Co. LLC | 12,700 | $3.82M | 0.01% | +1,584+14.2% | Added |
| NewEdge Wealth, LLC | 12,914 | $3.89M | 0.05% | −7,056−35.3% | Reduced |
| KBC Group NV | 12,922 | $3.89M | 0.01% | +9+0.1% | Added |
| Utah Retirement Systems | 12,954 | $3.90M | 0.04% | −215−1.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,040 | $3.92M | 0.03% | +56+0.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,094 | $3.95M | 0.02% | −667−4.8% | Reduced |
| HighTower Advisors, LLC | 13,248 | $3.99M | 0.00% | +528+4.2% | Added |
| Kornitzer Capital Management Inc | 13,500 | $4.06M | 0.09% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 13,611 | $4.09M | 0.27% | +13,611 | New |
| Bell Asset Management Ltd | 13,654 | $4.13M | 1.21% | +3,371+32.8% | Added |
| Daiwa Securities Group Inc. | 13,748 | $4.14M | 0.01% | +1,275+10.2% | Added |
| United Asset Strategies, Inc. | 13,767 | $4.14M | 0.33% | +564+4.3% | Added |
| 1248 Management, LLC | 13,873 | $4.17M | 1.93% | +13,873 | New |
| Commerce Bank | 13,947 | $4.20M | 0.02% | −731−5.0% | Reduced |
| Swiss Life Asset Management Ltd | 14,113 | $4.25M | 0.02% | +1,461+11.5% | Added |
| MML Investors Services, LLC | 14,209 | $4.27M | 0.01% | −4,642−24.6% | Reduced |
| Illinois Municipal Retirement Fund | 14,272 | $4.29M | 0.05% | −5,244−26.9% | Reduced |
| Atria Investments LLC | 14,360 | $4.32M | 0.05% | −1,947−11.9% | Reduced |
| Advisor Group Holdings, Inc. | 14,362 | $4.32M | 0.01% | +3,289+29.7% | Added |
| O'Shaughnessy Asset Management, LLC | 14,506 | $4.36M | 0.02% | −141−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,676 | $4.41M | 0.00% | −119,545−89.1% | Reduced |
| Bank of Montreal | 14,728 | $4.43M | 0.00% | +9,601+187.3% | Added |
| SCS Capital Management LLC | 15,161 | $4.56M | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 15,263 | $4.59M | 0.01% | +14,914+4,273.4% | Added |
| Eurizon Capital SGR S.p.A. | 15,358 | $4.62M | 0.01% | −117−0.8% | Reduced |
| Dark Forest Capital Management LP | 15,563 | $4.68M | 0.42% | +15,563 | New |
| Primecap Management Co | 16,000 | $4.81M | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 16,473 | $4.96M | 0.01% | −12,439−43.0% | Reduced |
| DnB Asset Management AS | 16,477 | $4.96M | 0.02% | +1,261+8.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 16,478 | $4.96M | 0.60% | +8,578+108.6% | Added |
| Knott David M Jr | 16,500 | $4.96M | 2.95% | +16,500 | New |
| KR Capital LP | 16,656 | $5.01M | 1.00% | +16,656 | New |
| SEB Asset Management AB | 16,710 | $5.03M | 0.02% | +16,710 | New |
| Catalyst Funds Management Pty Ltd | 17,080 | $5.14M | 0.87% | +5,680+49.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,115 | $5.15M | 0.09% | +623+3.8% | Added |
| Blair William & Co | 17,170 | $5.17M | 0.01% | +11,593+207.9% | Added |
| XTX Topco Ltd | 17,186 | $5.17M | 0.09% | +17,186 | New |
| Eagle Rock Investment Company, LLC | 17,900 | $5.38M | 0.78% | +20+0.1% | Added |
| Brant Point Investment Management LLC | 17,964 | $5.40M | 1.48% | −2,776−13.4% | Reduced |
| Karl Kapital LLC | 17,994 | $5.41M | 3.75% | +17,994 | New |
| Vestmark Advisory Solutions, Inc. | 18,136 | $5.46M | 0.06% | −7,779−30.0% | Reduced |
| SummitTX Capital, L.P. | 18,466 | $5.56M | 0.18% | +18,466 | New |
| US Bancorp | 18,839 | $5.67M | 0.01% | −1,026−5.2% | Reduced |
| Xponance, Inc. | 18,963 | $5.70M | 0.04% | +1,581+9.1% | Added |
| IFM Investors Pty Ltd | 19,251 | $5.79M | 0.05% | +1,197+6.6% | Added |
| Silvant Capital Management LLC | 19,260 | $5.79M | 0.20% | +4,681+32.1% | Added |
| Cetera Investment Advisers | 19,511 | $5.87M | 0.01% | +752+4.0% | Added |
| Iridian Asset Management LLC | 19,518 | $5.87M | 2.38% | +5,133+35.7% | Added |
| Janney Montgomery Scott LLC | 19,661 | $5.92M | 0.01% | −42,061−68.1% | Reduced |
| Winthrop Advisory Group LLC | 19,665 | $5.92M | 0.48% | −58−0.3% | Reduced |
| Reinhart Partners, Inc. | 19,751 | $5.94M | 0.17% | −1,125−5.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 19,923 | $5.99M | 0.01% | +10,802+118.4% | Added |
| Kennedy Capital Management, Inc. | 20,176 | $6.07M | 0.13% | −57−0.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 20,868 | $6.14M | 0.13% | +1,088+5.5% | Added |
| Squarepoint Ops LLC | 20,456 | $6.15M | 0.01% | +20,456 | New |
| Jones Financial Companies LLLP | 20,923 | $6.21M | 0.00% | +18,906+937.3% | Added |
| EFG International AG | 20,734 | $6.24M | 0.13% | −628−2.9% | Reduced |
| Arizona State Retirement System | 21,748 | $6.54M | 0.04% | −215−1.0% | Reduced |
| Storebrand Asset Management AS | 21,953 | $6.60M | 0.02% | −9,735−30.7% | Reduced |
| Gillson Capital LP | 22,000 | $6.62M | 0.54% | +22,000 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 22,440 | $6.75M | 0.04% | +7,620+51.4% | Added |
| Handelsbanken Fonder AB | 22,581 | $6.79M | 0.02% | 00.0% | Unchanged |
| Nordea Investment Management AB | 23,503 | $7.00M | 0.01% | +15,472+192.7% | Added |
| Great West Life Assurance Co | 23,755 | $7.17M | 0.01% | −427−1.8% | Reduced |
| Public Employees Retirement System of Ohio | 24,222 | $7.29M | 0.02% | −688−2.8% | Reduced |