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 |
|---|---|---|---|---|---|
| Resona Asset Management Co.,Ltd. | 24,326 | $7.32M | 0.04% | +497+2.1% | Added |
| Empowered Funds, LLC | 24,339 | $7.32M | 0.05% | +5,985+32.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 24,368 | $7.33M | 0.04% | −2,620−9.7% | Reduced |
| Nomura Asset Management Co Ltd | 25,761 | $7.75M | 0.02% | +184+0.7% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 26,041 | $7.83M | 0.78% | +26,041 | New |
| GW&K Investment Management, LLC | 27,064 | $8.14M | 0.07% | −24,409−47.4% | Reduced |
| State of New Jersey Common Pension Fund D | 27,298 | $8.21M | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 27,379 | $8.24M | 0.05% | +25,911+1,765.1% | Added |
| Private Advisor Group, LLC | 28,192 | $8.48M | 0.04% | −905−3.1% | Reduced |
| Donaldson Capital Management, LLC | 28,398 | $8.54M | 0.28% | +28,398 | New |
| Foyston, Gordon, & Payne Inc | 28,724 | $8.64M | 1.99% | +28,724 | New |
| Icon Advisers Inc | 28,748 | $8.65M | 2.00% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 28,835 | $8.67M | 0.23% | +3,000+11.6% | Added |
| Argent Capital Management LLC | 28,855 | $8.68M | 0.27% | +9,728+50.9% | Added |
| Asset Management One Co.,Ltd. | 29,576 | $8.90M | 0.03% | −658−2.2% | Reduced |
| Basswood Capital Management, L.L.C. | 30,206 | $9.09M | 0.46% | +30,206 | New |
| Mn Services Vermogensbeheer B.V. | 30,742 | $9.25M | 0.06% | 00.0% | Unchanged |
| Tredje AP-fonden | 31,090 | $9.35M | 0.05% | +22,877+278.5% | Added |
| Korea Investment CORP | 31,213 | $9.39M | 0.02% | −25,498−45.0% | Reduced |
| KLP Kapitalforvaltning AS | 31,300 | $9.42M | 0.04% | +600+2.0% | Added |
| CI Private Wealth, LLC | 32,562 | $9.78M | 0.01% | −389−1.2% | Reduced |
| AQR Capital Management LLC | 32,925 | $9.90M | 0.00% | +9,477+40.4% | Added |
| Captrust Financial Advisors | 33,174 | $9.98M | 0.02% | −3,516−9.6% | Reduced |
| Pathstone Holdings, LLC | 33,984 | $10.2M | 0.04% | −1,307−3.7% | Reduced |
| KWB Wealth | 28,624 | $10.2M | 1.01% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 34,114 | $10.3M | 0.03% | +731+2.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 34,429 | $10.4M | 0.03% | −1,317−3.7% | Reduced |
| LTS One Management LP | 34,600 | $10.4M | 4.36% | −6,800−16.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,991 | $10.7M | 0.01% | +5,524+18.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,853 | $11.1M | 0.02% | −951−2.5% | Reduced |
| Thornburg Investment Management Inc | 37,010 | $11.1M | 0.12% | +7,540+25.6% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 37,605 | $11.3M | 0.28% | +3,923+11.6% | Added |
| La Banque Postale Asset Management SA | 37,605 | $11.3M | 0.15% | +3,311+9.7% | Added |
| Whittier Trust Co | 40,451 | $11.9M | 0.13% | +4,070+11.2% | Added |
| Vanguard Investments Australia, Ltd. | 39,653 | $11.9M | 0.03% | +39,653 | New |
| Vanguard Global Advisers, LLC | 39,696 | $11.9M | 0.01% | +39,696 | New |
| Pictet Asset Management Holding SA | 39,830 | $12.0M | 0.01% | −4,633−10.4% | Reduced |
| Interval Partners, LP | 41,091 | $12.4M | 0.43% | +41,091 | New |
| New York State Common Retirement Fund | 43,641 | $13.1M | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 43,796 | $13.2M | 0.01% | −14,615−25.0% | Reduced |
| LRZ Capital LLC | 44,950 | $13.5M | 6.77% | +4,155+10.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 45,279 | $13.6M | 0.02% | +2,694+6.3% | Added |
| BNP Paribas Arbitrage, SA | 45,357 | $13.6M | 0.01% | +10,053+28.5% | Added |
| Winmill & Co. Inc | 46,500 | $14.0M | 4.04% | −2,360−4.8% | Reduced |
| Quantinno Capital Management LP | 46,516 | $14.0M | 0.02% | +11,570+33.1% | Added |
| Natixis Advisors, L.P. | 47,248 | $14.2M | 0.02% | +6,414+15.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 47,550 | $14.3M | 0.13% | +14,896+45.6% | Added |
| Mawer Investment Management Ltd. | 48,723 | $14.7M | 0.09% | −883−1.8% | Reduced |
| Teca Partners, LP | 50,078 | $15.1M | 12.02% | +8,547+20.6% | Added |
| Point72 Asset Management, L.P. | 50,643 | $15.2M | 0.03% | +31,865+169.7% | Added |
| Artemis Investment Management LLP | 51,927 | $15.6M | 0.17% | −11,341−17.9% | Reduced |
| State of Wisconsin Investment Board | 55,553 | $16.7M | 0.04% | +11,565+26.3% | Added |
| Russell Investments Group, Ltd. | 56,633 | $17.0M | 0.02% | −2,501−4.2% | Reduced |
| Swedbank AB | 58,348 | $17.6M | 0.02% | −14,139−19.5% | Reduced |
| Lynwood Price Capital Management LP | 59,500 | $17.9M | 9.62% | −10,500−15.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 64,000 | $19.3M | 0.03% | +24,000+60.0% | Added |
| TD Waterhouse Canada Inc. | 67,391 | $19.4M | 0.06% | +67,358+204,115.2% | Added |
| Royal London Asset Management Ltd | 64,965 | $19.5M | 0.04% | +42+0.1% | Added |
| Buckingham Strategic Partners | 68,815 | $20.7M | 0.21% | −30,995−31.1% | Reduced |
| Aviva PLC | 68,824 | $20.7M | 0.03% | +1,885+2.8% | Added |
| Family Wealth Partners, LLC | 71,531 | $21.5M | 7.35% | −30,474−29.9% | Reduced |
| State Board of Administration of Florida Retirement System | 71,944 | $21.6M | 0.04% | −253−0.4% | Reduced |
| Ensign Peak Advisors, Inc | 72,862 | $21.9M | 0.04% | −37,016−33.7% | Reduced |
| Picton Mahoney Asset Management | 73,050 | $22.0M | 0.23% | +37,637+106.3% | Added |
| Trillium Asset Management, LLC | 72,595 | $22.2M | 0.74% | −1,685−2.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 74,731 | $24.1M | 1.38% | +9,403+14.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 85,931 | $25.9M | 0.02% | +7,939+10.2% | Added |
| Schonfeld Strategic Advisors LLC | 89,762 | $27.0M | 0.22% | +74,779+499.1% | Added |
| Barclays PLC | 92,598 | $27.9M | 0.01% | +3,811+4.3% | Added |
| First Trust Advisors LP | 93,551 | $28.1M | 0.02% | −4,977−5.1% | Reduced |
| Cander Asset Management LP | 95,330 | $28.7M | 5.15% | +34,782+57.4% | Added |
| Clarkston Capital Partners, LLC | 96,404 | $29.0M | 2.21% | −205,080−68.0% | Reduced |
| Standard Life Aberdeen plc | 98,444 | $29.6M | 0.05% | +1,013+1.0% | Added |
| Jane Street Group, LLC | 98,615 | $29.7M | 0.03% | +94,795+2,481.5% | Added |
| Danske Bank A/S | 99,640 | $30.0M | 0.07% | −24,693−19.9% | Reduced |
| Champlain Investment Partners, LLC | 101,050 | $30.4M | 0.39% | +101,050 | New |
| Rhumbline Advisers | 101,065 | $30.4M | 0.03% | +309+0.3% | Added |
| Jain Global LLC | 102,208 | $30.7M | 0.39% | −29,319−22.3% | Reduced |
| Susquehanna International Group, LLP | 108,195 | $32.5M | 0.04% | +65,510+153.5% | Added |
| Westwood Holdings Group Inc. | 109,442 | $32.9M | 0.24% | −28,598−20.7% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 114,846 | $34.5M | 0.10% | 00.0% | Unchanged |
| California State Teachers Retirement System | 117,376 | $35.3M | 0.04% | −2,275−1.9% | Reduced |
| Perpetual Ltd | 117,574 | $35.4M | 0.54% | +16,141+15.9% | Added |
| Renaissance Technologies LLC | 120,540 | $36.3M | 0.06% | +6,480+5.7% | Added |
| Bamco Inc | 121,778 | $36.6M | 0.11% | −53,467−30.5% | Reduced |
| Amundi | 125,776 | $37.8M | 0.01% | −44,978−26.3% | Reduced |
| SEI Investments Co | 126,774 | $38.1M | 0.04% | +14,967+13.4% | Added |
| Neuberger Berman Group LLC | 127,421 | $38.3M | 0.03% | +122,264+2,370.8% | Added |
| Citigroup Inc | 128,597 | $38.7M | 0.02% | +29,441+29.7% | Added |
| Ceredex Value Advisors LLC | 132,920 | $40.0M | 1.26% | +132,920 | New |
| Jennison Associates LLC | 135,221 | $40.7M | 0.03% | +23,554+21.1% | Added |
| Hudson Bay Capital Management LP | 135,324 | $40.7M | 0.24% | +55,227+69.0% | Added |
| Diamond Hill Capital Management Inc | 136,548 | $41.1M | 0.26% | +102,244+298.1% | Added |
| Vanguard Asset Management, Ltd | 136,888 | $41.2M | 0.04% | +136,888 | New |
| National Pension Service | 140,551 | $42.3M | 0.03% | +14,526+11.5% | Added |
| LPL Financial LLC | 142,118 | $42.8M | 0.01% | +7,479+5.6% | Added |
| Wellington Management Group LLP | 142,137 | $42.8M | 0.01% | −6,315−4.3% | Reduced |
| California Public Employees Retirement System | 143,288 | $43.1M | 0.03% | −9,380−6.1% | Reduced |
| Brown Brothers Harriman & Co | 146,193 | $44.0M | 0.24% | −40,891−21.9% | Reduced |
| Alyeska Investment Group, L.P. | 155,438 | $46.8M | 0.13% | +155,438 | New |