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 |
|---|---|---|---|---|---|
| Catalyst Funds Management Pty Ltd | 17,080 | $5.14M | 0.87% | +5,680+49.8% | Added |
| SEB Asset Management AB | 16,710 | $5.03M | 0.02% | +16,710 | New |
| KR Capital LP | 16,656 | $5.01M | 1.00% | +16,656 | New |
| Knott David M Jr | 16,500 | $4.96M | 2.95% | +16,500 | New |
| ICICI Prudential Asset Management Co Ltd | 16,478 | $4.96M | 0.60% | +8,578+108.6% | Added |
| DnB Asset Management AS | 16,477 | $4.96M | 0.02% | +1,261+8.3% | Added |
| Assenagon Asset Management S.A. | 16,473 | $4.96M | 0.01% | −12,439−43.0% | Reduced |
| Primecap Management Co | 16,000 | $4.81M | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 15,563 | $4.68M | 0.42% | +15,563 | New |
| Eurizon Capital SGR S.p.A. | 15,358 | $4.62M | 0.01% | −117−0.8% | Reduced |
| Fifth Third Bancorp | 15,263 | $4.59M | 0.01% | +14,914+4,273.4% | Added |
| SCS Capital Management LLC | 15,161 | $4.56M | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 14,728 | $4.43M | 0.00% | +9,601+187.3% | Added |
| Northwestern Mutual Wealth Management Co | 14,676 | $4.41M | 0.00% | −119,545−89.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,506 | $4.36M | 0.02% | −141−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 14,362 | $4.32M | 0.01% | +3,289+29.7% | Added |
| Atria Investments LLC | 14,360 | $4.32M | 0.05% | −1,947−11.9% | Reduced |
| Illinois Municipal Retirement Fund | 14,272 | $4.29M | 0.05% | −5,244−26.9% | Reduced |
| MML Investors Services, LLC | 14,209 | $4.27M | 0.01% | −4,642−24.6% | Reduced |
| Swiss Life Asset Management Ltd | 14,113 | $4.25M | 0.02% | +1,461+11.5% | Added |
| Commerce Bank | 13,947 | $4.20M | 0.02% | −731−5.0% | Reduced |
| 1248 Management, LLC | 13,873 | $4.17M | 1.93% | +13,873 | New |
| United Asset Strategies, Inc. | 13,767 | $4.14M | 0.33% | +564+4.3% | Added |
| Daiwa Securities Group Inc. | 13,748 | $4.14M | 0.01% | +1,275+10.2% | Added |
| Bell Asset Management Ltd | 13,654 | $4.13M | 1.21% | +3,371+32.8% | Added |
| Cinctive Capital Management LP | 13,611 | $4.09M | 0.27% | +13,611 | New |
| Kornitzer Capital Management Inc | 13,500 | $4.06M | 0.09% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,248 | $3.99M | 0.00% | +528+4.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,094 | $3.95M | 0.02% | −667−4.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,040 | $3.92M | 0.03% | +56+0.4% | Added |
| Utah Retirement Systems | 12,954 | $3.90M | 0.04% | −215−1.6% | Reduced |
| KBC Group NV | 12,922 | $3.89M | 0.01% | +9+0.1% | Added |
| NewEdge Wealth, LLC | 12,914 | $3.89M | 0.05% | −7,056−35.3% | Reduced |
| Lord, Abbett & Co. LLC | 12,700 | $3.82M | 0.01% | +1,584+14.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 12,449 | $3.75M | 0.22% | +12,449 | New |
| Police & Firemen's Retirement System of New Jersey | 12,255 | $3.69M | 0.03% | +51+0.4% | Added |
| Cornerstone Wealth Management, LLC | 11,867 | $3.57M | 0.18% | +17+0.1% | Added |
| Man Group plc | 11,821 | $3.56M | 0.01% | −15,399−56.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,526 | $3.47M | 0.01% | +2,531+28.1% | Added |
| Sanctuary Advisors, LLC | 11,486 | $3.46M | 0.02% | −3,768−24.7% | Reduced |
| CIBC Bancorp USA Inc. | 11,400 | $3.43M | 0.00% | +11,400 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 11,312 | $3.40M | 0.03% | −1,580−12.3% | Reduced |
| Kerusso Capital Management LLC | 11,288 | $3.40M | 1.70% | −804−6.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,251 | $3.38M | 0.01% | +7,592+207.5% | Added |
| Creative Planning | 11,210 | $3.37M | 0.00% | +1,708+18.0% | Added |
| 2Xideas AG | 11,153 | $3.36M | 1.31% | +116+1.1% | Added |
| Lighthouse Investment Partners, LLC | 11,129 | $3.35M | 0.13% | +11,129 | New |
| Fremen Capital Management LP | 11,078 | $3.33M | 3.09% | −10,254−48.1% | Reduced |
| British Columbia Investment Management Corp | 11,031 | $3.32M | 0.02% | −3,137−22.1% | Reduced |
| Annex Advisory Services, LLC | 10,975 | $3.30M | 0.06% | +2,603+31.1% | Added |
| Anchor Investment Management, LLC | 10,884 | $3.27M | 0.27% | +218+2.0% | Added |
| Gradient Investments LLC | 10,881 | $3.27M | 0.05% | +5,280+94.3% | Added |
| Toronto Dominion Bank | 10,836 | $3.26M | 0.01% | −2,191−16.8% | Reduced |
| Oliver Luxxe Assets LLC | 10,502 | $3.16M | 0.47% | +401+4.0% | Added |
| Allstate Corp | 10,462 | $3.15M | 0.03% | +4,487+75.1% | Added |
| Nissay Asset Management Corp | 10,301 | $3.10M | 0.02% | +63+0.6% | Added |
| TCW Group Inc | 10,110 | $3.04M | 0.02% | −4,658−31.5% | Reduced |
| Retirement Capital Strategies | 10,041 | $3.02M | 1.14% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 9,799 | $2.95M | 0.01% | +2,253+29.9% | Added |
| Impax Asset Management Group plc | 9,702 | $2.92M | 0.02% | −134−1.4% | Reduced |
| Wealthfront Advisers LLC | 9,614 | $2.89M | 0.01% | +3,230+50.6% | Added |
| STRS Ohio | 9,606 | $2.89M | 0.01% | −3,503−26.7% | Reduced |
| Commonwealth Equity Services, LLC | 9,560 | $2.88M | 0.00% | −496−4.9% | Reduced |
| Summit Trail Advisors, LLC | 9,343 | $2.81M | 0.04% | +406+4.5% | Added |
| Beacon Investment Advisors LLC | 9,291 | $2.80M | 1.06% | −96−1.0% | Reduced |
| Segment Wealth Management, LLC | 9,197 | $2.77M | 0.16% | +9,197 | New |
| Diversified Trust Co | 9,098 | $2.74M | 0.05% | +9,098 | New |
| Greenleaf Trust | 9,088 | $2.73M | 0.03% | −176−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 8,940 | $2.69M | 0.00% | +1,228+15.9% | Added |
| Polar Asset Management Partners Inc. | 8,916 | $2.68M | 0.06% | +8,916 | New |
| DekaBank Deutsche Girozentrale | 8,718 | $2.64M | 0.00% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 8,661 | $2.61M | 0.83% | +6+0.1% | Added |
| OP Asset Management Ltd | 8,436 | $2.54M | 0.03% | −477−5.4% | Reduced |
| JustInvest LLC | 8,354 | $2.51M | 0.02% | −829−9.0% | Reduced |
| J. Goldman & Co LP | 8,300 | $2.50M | 0.12% | +8,300 | New |
| Dynasty Wealth Management, LLC | 8,148 | $2.45M | 0.02% | −1,391−14.6% | Reduced |
| SG Americas Securities, LLC | 8,052 | $2.42M | 0.00% | +2,181+37.1% | Added |
| Avanza Fonder AB | 8,043 | $2.42M | 0.07% | 00.0% | Unchanged |
| Intercapital, LLC | 8,000 | $2.41M | 1.33% | +8,000 | New |
| Morningstar Investment Management LLC | 7,849 | $2.36M | 0.15% | +2,346+42.6% | Added |
| Caldwell Trust Co | 7,833 | $2.36M | 0.21% | −50−0.6% | Reduced |
| HB Wealth Management, LLC | 7,789 | $2.34M | 0.02% | +124+1.6% | Added |
| Public Employees Retirement Association of Colorado | 7,468 | $2.25M | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 7,380 | $2.22M | 0.03% | −175−2.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,547 | $2.22M | 0.00% | −431−5.4% | Reduced |
| Candriam Luxembourg S.C.A. | 7,295 | $2.19M | 0.01% | −35−0.5% | Reduced |
| Baird Financial Group, Inc. | 7,220 | $2.17M | 0.00% | +519+7.7% | Added |
| Credit Agricole S A | 7,089 | $2.13M | 0.01% | +351+5.2% | Added |
| Mutual of America Capital Management LLC | 7,057 | $2.12M | 0.02% | −2,438−25.7% | Reduced |
| TD Private Client Wealth LLC | 7,008 | $2.11M | 0.04% | −2,515−26.4% | Reduced |
| Laurion Capital Management LP | 7,000 | $2.11M | 0.20% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 6,880 | $2.07M | 0.00% | +89+1.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,784 | $2.04M | 0.02% | +1,862+37.8% | Added |
| Cerity Partners LLC | 6,735 | $2.03M | 0.00% | +42+0.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,702 | $2.02M | 0.06% | −48−0.7% | Reduced |
| Callan Family Office, LLC | 6,674 | $2.01M | 0.05% | +304+4.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 6,624 | $1.99M | 0.02% | +6,624 | New |
| Mackenzie Financial Corp | 6,588 | $1.98M | 0.00% | +881+15.4% | Added |
| Dynamic Technology Lab Private Ltd | 6,586 | $1.98M | 0.33% | +5,362+438.1% | Added |
| Allworth Financial LP | 6,503 | $1.96M | 0.01% | −379−5.5% | Reduced |