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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 157,829 | $47.5M | 0.01% | −22,891−12.7% | Reduced |
| Stifel Financial Corp | 164,557 | $49.5M | 0.05% | −16,642−9.2% | Reduced |
| Nuveen, LLC | 165,818 | $49.9M | 0.01% | +6,222+3.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 167,528 | $50.4M | 0.03% | −8,956−5.1% | Reduced |
| Deutsche Bank AG | 167,681 | $50.4M | 0.02% | −20,419−10.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 194,726 | $58.6M | 0.70% | −64,344−24.8% | Reduced |
| Truist Financial Corp | 204,248 | $61.4M | 0.08% | −2,097−1.0% | Reduced |
| Junto Capital Management LP | 238,515 | $71.8M | 1.52% | +104,687+78.2% | Added |
| Prana Capital Management, LP | 247,123 | $74.3M | 2.28% | +247,123 | New |
| Heron Bay Capital Management | 249,212 | $75.0M | 6.91% | +165,385+197.3% | Added |
| Ameriprise Financial Inc | 264,733 | $79.6M | 0.02% | +103,323+64.0% | Added |
| Legal & General Group Plc | 287,069 | $86.4M | 0.02% | −81,232−22.1% | Reduced |
| Coronation Fund Managers Ltd. | 290,443 | $87.4M | 3.98% | +62,178+27.2% | Added |
| First Pacific Advisors, LP | 320,624 | $96.5M | 1.35% | −66,788−17.2% | Reduced |
| Cantillon Capital Management LLC | 324,927 | $97.7M | 0.65% | −44,141−12.0% | Reduced |
| Voya Investment Management LLC | 329,270 | $98.8M | 0.10% | +321,455+4,113.3% | Added |
| Nomura Asset Management International Inc. | 328,874 | $98.9M | 0.17% | −520.0% | Reduced |
| Envestnet Asset Management Inc | 336,764 | $101.3M | 0.03% | −16,176−4.6% | Reduced |
| Fort Washington Investment Advisors Inc | 348,101 | $104.7M | 0.58% | +96,704+38.5% | Added |
| Invesco Ltd. | 349,011 | $105.0M | 0.01% | −165,676−32.2% | Reduced |
| Goldman Sachs Group Inc | 360,806 | $108.5M | 0.01% | +81,321+29.1% | Added |
| Caisse de Depot Et Placement du Quebec | 364,760 | $109.7M | 0.18% | +1,298+0.4% | Added |
| Bank of New York Mellon Corp | 383,839 | $115.5M | 0.02% | +18,455+5.1% | Added |
| Fairview Capital Investment Management, LLC | 391,686 | $117.8M | 6.40% | −22,058−5.3% | Reduced |
| Franklin Resources Inc | 402,014 | $120.9M | 0.03% | +240,242+148.5% | Added |
| Victory Capital Management Inc | 405,812 | $122.1M | 0.08% | +301,359+288.5% | Added |
| Epoch Investment Partners, Inc. | 408,301 | $122.8M | 0.74% | −54,149−11.7% | Reduced |
| Holocene Advisors, LP | 417,647 | $125.6M | 0.30% | +55,283+15.3% | Added |
| Wells Fargo & Company | 420,689 | $126.6M | 0.03% | −66,239−13.6% | Reduced |
| Azora Capital LP | 427,338 | $128.6M | 8.45% | −20,851−4.7% | Reduced |
| Charles Schwab Investment Management Inc | 440,464 | $132.5M | 0.02% | +21,890+5.2% | Added |
| American Century Companies Inc | 487,789 | $146.7M | 0.08% | +32,028+7.0% | Added |
| Price T Rowe Associates Inc | 498,623 | $150.0M | 0.02% | +208,932+72.1% | Added |
| Vanguard Fiduciary Trust Co | 508,294 | $152.9M | 0.04% | +508,294 | New |
| Northern Trust Corp | 525,446 | $158.1M | 0.02% | +9,986+1.9% | Added |
| TD Asset Management Inc | 554,133 | $166.7M | 0.14% | −79,059−12.5% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 559,951 | $168.5M | 1.41% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 591,666 | $178.0M | 0.04% | +9,742+1.7% | Added |
| UBS Group AG | 653,883 | $196.7M | 0.03% | +225,128+52.5% | Added |
| Raymond James Financial Inc | 666,069 | $200.1M | 0.06% | −63,498−8.7% | Reduced |
| APG Asset Management N.V. | 772,692 | $201.7M | 0.64% | +28,975+3.9% | Added |
| JPMorgan Chase & Co | 790,730 | $237.4M | 0.02% | −406,636−34.0% | Reduced |
| Bank of America Corp | 803,428 | $241.7M | 0.02% | +7,257+0.9% | Added |
| Dimensional Fund Advisors LP | 816,367 | $245.6M | 0.05% | +28,025+3.6% | Added |
| Westfield Capital Management Co LP | 881,506 | $265.2M | 1.11% | +255,944+40.9% | Added |
| Millennium Management LLC | 890,253 | $267.8M | 0.20% | +585,543+192.2% | Added |
| Darlington Partners Capital Management, LP | 893,006 | $268.6M | 12.07% | +110,000+14.0% | Added |
| Citadel Advisors LLC | 923,471 | $277.8M | 0.20% | +567,025+159.1% | Added |
| Van Eck Associates Corp | 1,002,977 | $301.7M | 0.23% | +509,189+103.1% | Added |
| SurgoCap Partners LP | 1,020,839 | $307.1M | 10.25% | +25,839+2.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,093,406 | $328.9M | 1.08% | −167,879−13.3% | Reduced |
| Morgan Stanley | 1,283,665 | $386.2M | 0.02% | −479,598−27.2% | Reduced |
| FMR LLC | 1,297,690 | $390.4M | 0.02% | +632,711+95.1% | Added |
| Geode Capital Management, LLC | 1,594,750 | $478.5M | 0.03% | +39,936+2.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,680,090 | $505.4M | 1.48% | −618,457−26.9% | Reduced |
| WCM Investment Management, LLC | 1,734,395 | $520.6M | 1.19% | +12,922+0.8% | Added |
| State Street Corp | 1,863,266 | $560.5M | 0.02% | +20,131+1.1% | Added |
| Alliancebernstein L.P. | 1,571,998 | $561.5M | 0.18% | +372,654+31.1% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,049,967 | $616.7M | 4.92% | −24,981−1.2% | Reduced |
| Capital World Investors | 2,312,446 | $695.7M | 0.09% | −1,312,911−36.2% | Reduced |
| Samlyn Capital, LLC | 2,323,360 | $698.9M | 12.00% | +744,101+47.1% | Added |
| Principal Financial Group Inc | 2,636,544 | $793.2M | 0.42% | +702,061+36.3% | Added |
| Vanguard Capital Management LLC | 3,596,968 | $1.08B | 0.03% | +3,596,968 | New |
| Janus Henderson Group PLC | 3,666,780 | $1.10B | 0.53% | +289,227+8.6% | Added |
| Vanguard Portfolio Management LLC | 3,851,978 | $1.16B | 0.06% | +3,851,978 | New |
| Massachusetts Financial Services Co | 3,869,359 | $1.17B | 0.39% | +149,912+4.0% | Added |
| Boston Partners | 4,131,498 | $1.24B | 1.30% | +581,180+16.4% | Added |
| Dodge & Cox | 4,146,547 | $1.25B | 0.69% | +197,577+5.0% | Added |
| BlackRock, Inc. | 4,974,255 | $1.50B | 0.03% | −14,769−0.3% | Reduced |
| Third Point LLCSuperinvestorThird Point | 0 | $0 | 0.00% | −510,000−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −445,280−100.0% | Sold out |
| Eminence Capital, LP | 0 | $0 | 0.00% | −441,845−100.0% | Sold out |
| Egerton Capital (UK) LLP | 0 | $0 | 0.00% | −254,813−100.0% | Sold out |
| Tremblant Capital Group | 0 | $0 | 0.00% | −222,165−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −176,200−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −118,294−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| King Street Capital Management, L.P. | 0 | $0 | 0.00% | −104,000−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Solel Partners LP | 0 | $0 | 0.00% | −87,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −78,252−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −67,008−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −52,206−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −44,139−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −35,656−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −26,127−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −21,322−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −16,239−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −14,660−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,190−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −9,876−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −9,744−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −8,466−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,794−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −5,940−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,441−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,099−100.0% | Sold out |