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 |
|---|---|---|---|---|---|
| Barclays PLC | 92,598 | $27.9M | 0.01% | +3,811+4.3% | Added |
| Schonfeld Strategic Advisors LLC | 89,762 | $27.0M | 0.22% | +74,779+499.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 85,931 | $25.9M | 0.02% | +7,939+10.2% | Added |
| Foster Victor Wealth Advisors, LLC | 74,731 | $24.1M | 1.38% | +9,403+14.4% | Added |
| Trillium Asset Management, LLC | 72,595 | $22.2M | 0.74% | −1,685−2.3% | Reduced |
| Picton Mahoney Asset Management | 73,050 | $22.0M | 0.23% | +37,637+106.3% | Added |
| Ensign Peak Advisors, Inc | 72,862 | $21.9M | 0.04% | −37,016−33.7% | Reduced |
| State Board of Administration of Florida Retirement System | 71,944 | $21.6M | 0.04% | −253−0.4% | Reduced |
| Family Wealth Partners, LLC | 71,531 | $21.5M | 7.35% | −30,474−29.9% | Reduced |
| Aviva PLC | 68,824 | $20.7M | 0.03% | +1,885+2.8% | Added |
| Buckingham Strategic Partners | 68,815 | $20.7M | 0.21% | −30,995−31.1% | Reduced |
| Royal London Asset Management Ltd | 64,965 | $19.5M | 0.04% | +42+0.1% | Added |
| TD Waterhouse Canada Inc. | 67,391 | $19.4M | 0.06% | +67,358+204,115.2% | Added |
| Adage Capital Partners GP, L.L.C. | 64,000 | $19.3M | 0.03% | +24,000+60.0% | Added |
| Lynwood Price Capital Management LP | 59,500 | $17.9M | 9.62% | −10,500−15.0% | Reduced |
| Swedbank AB | 58,348 | $17.6M | 0.02% | −14,139−19.5% | Reduced |
| Russell Investments Group, Ltd. | 56,633 | $17.0M | 0.02% | −2,501−4.2% | Reduced |
| State of Wisconsin Investment Board | 55,553 | $16.7M | 0.04% | +11,565+26.3% | Added |
| Artemis Investment Management LLP | 51,927 | $15.6M | 0.17% | −11,341−17.9% | Reduced |
| Point72 Asset Management, L.P. | 50,643 | $15.2M | 0.03% | +31,865+169.7% | Added |
| Teca Partners, LP | 50,078 | $15.1M | 12.02% | +8,547+20.6% | Added |
| Mawer Investment Management Ltd. | 48,723 | $14.7M | 0.09% | −883−1.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 47,550 | $14.3M | 0.13% | +14,896+45.6% | Added |
| Natixis Advisors, L.P. | 47,248 | $14.2M | 0.02% | +6,414+15.7% | Added |
| Quantinno Capital Management LP | 46,516 | $14.0M | 0.02% | +11,570+33.1% | Added |
| Winmill & Co. Inc | 46,500 | $14.0M | 4.04% | −2,360−4.8% | Reduced |
| BNP Paribas Arbitrage, SA | 45,357 | $13.6M | 0.01% | +10,053+28.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 45,279 | $13.6M | 0.02% | +2,694+6.3% | Added |
| LRZ Capital LLC | 44,950 | $13.5M | 6.77% | +4,155+10.2% | Added |
| HSBC Holdings PLC | 43,796 | $13.2M | 0.01% | −14,615−25.0% | Reduced |
| New York State Common Retirement Fund | 43,641 | $13.1M | 0.02% | 00.0% | Unchanged |
| Interval Partners, LP | 41,091 | $12.4M | 0.43% | +41,091 | New |
| Pictet Asset Management Holding SA | 39,830 | $12.0M | 0.01% | −4,633−10.4% | Reduced |
| Vanguard Global Advisers, LLC | 39,696 | $11.9M | 0.01% | +39,696 | New |
| Vanguard Investments Australia, Ltd. | 39,653 | $11.9M | 0.03% | +39,653 | New |
| Whittier Trust Co | 40,451 | $11.9M | 0.13% | +4,070+11.2% | Added |
| La Banque Postale Asset Management SA | 37,605 | $11.3M | 0.15% | +3,311+9.7% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 37,605 | $11.3M | 0.28% | +3,923+11.6% | Added |
| Thornburg Investment Management Inc | 37,010 | $11.1M | 0.12% | +7,540+25.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,853 | $11.1M | 0.02% | −951−2.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,991 | $10.7M | 0.01% | +5,524+18.7% | Added |
| LTS One Management LP | 34,600 | $10.4M | 4.36% | −6,800−16.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 34,429 | $10.4M | 0.03% | −1,317−3.7% | Reduced |
| Treasurer of the State of North Carolina | 34,114 | $10.3M | 0.03% | +731+2.2% | Added |
| KWB Wealth | 28,624 | $10.2M | 1.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 33,984 | $10.2M | 0.04% | −1,307−3.7% | Reduced |
| Captrust Financial Advisors | 33,174 | $9.98M | 0.02% | −3,516−9.6% | Reduced |
| AQR Capital Management LLC | 32,925 | $9.90M | 0.00% | +9,477+40.4% | Added |
| CI Private Wealth, LLC | 32,562 | $9.78M | 0.01% | −389−1.2% | Reduced |
| KLP Kapitalforvaltning AS | 31,300 | $9.42M | 0.04% | +600+2.0% | Added |
| Korea Investment CORP | 31,213 | $9.39M | 0.02% | −25,498−45.0% | Reduced |
| Tredje AP-fonden | 31,090 | $9.35M | 0.05% | +22,877+278.5% | Added |
| Mn Services Vermogensbeheer B.V. | 30,742 | $9.25M | 0.06% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 30,206 | $9.09M | 0.46% | +30,206 | New |
| Asset Management One Co.,Ltd. | 29,576 | $8.90M | 0.03% | −658−2.2% | Reduced |
| Argent Capital Management LLC | 28,855 | $8.68M | 0.27% | +9,728+50.9% | Added |
| ArrowMark Colorado Holdings LLC | 28,835 | $8.67M | 0.23% | +3,000+11.6% | Added |
| Icon Advisers Inc | 28,748 | $8.65M | 2.00% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 28,724 | $8.64M | 1.99% | +28,724 | New |
| Donaldson Capital Management, LLC | 28,398 | $8.54M | 0.28% | +28,398 | New |
| Private Advisor Group, LLC | 28,192 | $8.48M | 0.04% | −905−3.1% | Reduced |
| Walleye Capital LLC | 27,379 | $8.24M | 0.05% | +25,911+1,765.1% | Added |
| State of New Jersey Common Pension Fund D | 27,298 | $8.21M | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 27,064 | $8.14M | 0.07% | −24,409−47.4% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 26,041 | $7.83M | 0.78% | +26,041 | New |
| Nomura Asset Management Co Ltd | 25,761 | $7.75M | 0.02% | +184+0.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 24,368 | $7.33M | 0.04% | −2,620−9.7% | Reduced |
| Empowered Funds, LLC | 24,339 | $7.32M | 0.05% | +5,985+32.6% | Added |
| Resona Asset Management Co.,Ltd. | 24,326 | $7.32M | 0.04% | +497+2.1% | Added |
| Public Employees Retirement System of Ohio | 24,222 | $7.29M | 0.02% | −688−2.8% | Reduced |
| Great West Life Assurance Co | 23,755 | $7.17M | 0.01% | −427−1.8% | Reduced |
| Nordea Investment Management AB | 23,503 | $7.00M | 0.01% | +15,472+192.7% | Added |
| Handelsbanken Fonder AB | 22,581 | $6.79M | 0.02% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 22,440 | $6.75M | 0.04% | +7,620+51.4% | Added |
| Gillson Capital LP | 22,000 | $6.62M | 0.54% | +22,000 | New |
| Storebrand Asset Management AS | 21,953 | $6.60M | 0.02% | −9,735−30.7% | Reduced |
| Arizona State Retirement System | 21,748 | $6.54M | 0.04% | −215−1.0% | Reduced |
| EFG International AG | 20,734 | $6.24M | 0.13% | −628−2.9% | Reduced |
| Jones Financial Companies LLLP | 20,923 | $6.21M | 0.00% | +18,906+937.3% | Added |
| Squarepoint Ops LLC | 20,456 | $6.15M | 0.01% | +20,456 | New |
| Whittier Trust Co of Nevada Inc | 20,868 | $6.14M | 0.13% | +1,088+5.5% | Added |
| Kennedy Capital Management, Inc. | 20,176 | $6.07M | 0.13% | −57−0.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 19,923 | $5.99M | 0.01% | +10,802+118.4% | Added |
| Reinhart Partners, Inc. | 19,751 | $5.94M | 0.17% | −1,125−5.4% | Reduced |
| Winthrop Advisory Group LLC | 19,665 | $5.92M | 0.48% | −58−0.3% | Reduced |
| Janney Montgomery Scott LLC | 19,661 | $5.92M | 0.01% | −42,061−68.1% | Reduced |
| Iridian Asset Management LLC | 19,518 | $5.87M | 2.38% | +5,133+35.7% | Added |
| Cetera Investment Advisers | 19,511 | $5.87M | 0.01% | +752+4.0% | Added |
| Silvant Capital Management LLC | 19,260 | $5.79M | 0.20% | +4,681+32.1% | Added |
| IFM Investors Pty Ltd | 19,251 | $5.79M | 0.05% | +1,197+6.6% | Added |
| Xponance, Inc. | 18,963 | $5.70M | 0.04% | +1,581+9.1% | Added |
| US Bancorp | 18,839 | $5.67M | 0.01% | −1,026−5.2% | Reduced |
| SummitTX Capital, L.P. | 18,466 | $5.56M | 0.18% | +18,466 | New |
| Vestmark Advisory Solutions, Inc. | 18,136 | $5.46M | 0.06% | −7,779−30.0% | Reduced |
| Karl Kapital LLC | 17,994 | $5.41M | 3.75% | +17,994 | New |
| Brant Point Investment Management LLC | 17,964 | $5.40M | 1.48% | −2,776−13.4% | Reduced |
| Eagle Rock Investment Company, LLC | 17,900 | $5.38M | 0.78% | +20+0.1% | Added |
| XTX Topco Ltd | 17,186 | $5.17M | 0.09% | +17,186 | New |
| Blair William & Co | 17,170 | $5.17M | 0.01% | +11,593+207.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,115 | $5.15M | 0.09% | +623+3.8% | Added |