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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 6,461 | $1.94M | 0.01% | −710−9.9% | Reduced |
| Sterling Capital Management LLC | 6,452 | $1.94M | 0.04% | −1,824−22.0% | Reduced |
| Rockefeller Capital Management L.P. | 6,400 | $1.93M | 0.00% | +1,193+22.9% | Added |
| WealthPoint Financial, LLC | 6,360 | $1.91M | 1.60% | −830−11.5% | Reduced |
| Brevan Howard Capital Management LP | 6,262 | $1.88M | 0.02% | −14,321−69.6% | Reduced |
| Gulf International Bank (UK) Ltd | 6,194 | $1.86M | 0.04% | +1,985+47.2% | Added |
| James Investment Research Inc | 6,186 | $1.86M | 0.21% | −154−2.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,166 | $1.85M | 0.11% | +6,166 | New |
| Tobam | 6,043 | $1.82M | 0.47% | −9,462−61.0% | Reduced |
| Jackson Wealth Management, LLC | 6,018 | $1.81M | 0.19% | −78−1.3% | Reduced |
| Garrett Investment Advisors LLC | 5,917 | $1.78M | 0.14% | +99+1.7% | Added |
| Mount Yale Investment Advisors, LLC | 5,884 | $1.77M | 0.04% | +2,406+69.2% | Added |
| Sterling Group Wealth Management, LLC | 5,869 | $1.77M | 0.84% | +42+0.7% | Added |
| Robeco Institutional Asset Management B.V. | 5,793 | $1.74M | 0.00% | −768−11.7% | Reduced |
| Investment Management Corp of Ontario | 5,742 | $1.73M | 0.02% | −371−6.1% | Reduced |
| Farringdon Capital, Ltd. | 5,717 | $1.72M | 0.38% | +5,717 | New |
| Bank of Nova Scotia | 5,705 | $1.72M | 0.00% | +37+0.7% | Added |
| Ostrum Asset Management | 5,666 | $1.70M | 0.10% | +2,691+90.5% | Added |
| Coastal Bridge Advisors, LLC | 5,575 | $1.68M | 0.12% | +100+1.8% | Added |
| Sovereign's Capital Management, LLC | 5,348 | $1.61M | 1.18% | +5,348 | New |
| Mercer Global Advisors Inc | 5,291 | $1.59M | 0.00% | +764+16.9% | Added |
| Knollwood Investment Advisory, LLC | 5,275 | $1.59M | 0.16% | 00.0% | Unchanged |
| Future Fund LLC | 5,210 | $1.57M | 0.55% | −131−2.5% | Reduced |
| Virtus Investment Advisers, Inc. | 5,198 | $1.56M | 0.43% | −366−6.6% | Reduced |
| Dana Investment Advisors, Inc. | 5,151 | $1.55M | 0.05% | −115−2.2% | Reduced |
| Ethic Inc. | 5,147 | $1.55M | 0.02% | −267−4.9% | Reduced |
| South Dakota Investment Council | 5,147 | $1.55M | 0.03% | −2,000−28.0% | Reduced |
| Crawford Investment Counsel Inc | 5,130 | $1.54M | 0.03% | +260+5.3% | Added |
| Vise Technologies, Inc. | 4,317 | $1.54M | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 5,060 | $1.52M | 0.00% | +135+2.7% | Added |
| Independent Advisor Alliance | 5,035 | $1.51M | 0.02% | −223−4.2% | Reduced |
| Fulton Bank, N.A. | 4,963 | $1.49M | 0.05% | +254+5.4% | Added |
| M&T Bank Corp | 4,960 | $1.49M | 0.00% | +43+0.9% | Added |
| Bessemer Group Inc | 4,933 | $1.48M | 0.00% | +1,489+43.2% | Added |
| Mariner, LLC | 4,931 | $1.48M | 0.00% | +1,590+47.6% | Added |
| MetLife Investment Management | 4,903 | $1.47M | 0.01% | −244−4.7% | Reduced |
| Oppenheimer Asset Management Inc. | 4,849 | $1.46M | 0.02% | −4,929−50.4% | Reduced |
| Banque Cantonale Vaudoise | 4,827 | $1.45M | 0.05% | −728−13.1% | Reduced |
| Shepherd Financial Partners LLC | 4,755 | $1.43M | 0.14% | 00.0% | Unchanged |
| Third View Private Wealth, LLC | 4,640 | $1.40M | 0.19% | +1,612+53.2% | Added |
| Merit Financial Group, LLC | 4,622 | $1.39M | 0.01% | −39−0.8% | Reduced |
| D L Carlson Investment Group Inc | 4,564 | $1.37M | 0.24% | +4,564 | New |
| Paradigm Asset Management Co LLC | 4,500 | $1.35M | 0.32% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 4,473 | $1.35M | 0.39% | −13−0.3% | Reduced |
| TownSquare Capital, LLC | 4,439 | $1.34M | 0.30% | −147−3.2% | Reduced |
| Two Sigma Securities, LLC | 4,259 | $1.28M | 0.15% | +2,760+184.1% | Added |
| ASR Vermogensbeheer N.V. | 4,251 | $1.28M | 0.02% | +69+1.6% | Added |
| CIBC Asset Management Inc | 4,212 | $1.27M | 0.00% | +651+18.3% | Added |
| Brinker Capital Investments, LLC | 4,156 | $1.25M | 0.01% | −5,520−57.0% | Reduced |
| Vident Advisory, LLC | 4,113 | $1.24M | 0.01% | +1,047+34.1% | Added |
| National Bank of Canada | 4,078 | $1.23M | 0.00% | +453+12.5% | Added |
| RSM US Wealth Management LLC | 4,063 | $1.22M | 0.02% | +2,248+123.9% | Added |
| AG2R la Mondiale Gestion D'Actifs | 4,043 | $1.22M | 0.06% | +544+15.5% | Added |
| TT International Asset Management LTD | 3,988 | $1.20M | 0.13% | +3,340+515.4% | Added |
| Omers Administration Corp | 3,973 | $1.20M | 0.01% | +833+26.5% | Added |
| Nations Financial Group Inc, | 3,912 | $1.18M | 0.06% | −10,249−72.4% | Reduced |
| Maryland State Retirement & Pension System | 3,873 | $1.17M | 0.02% | 00.0% | Unchanged |
| Burney Co | 3,795 | $1.14M | 0.04% | −26,088−87.3% | Reduced |
| Allianz Asset Management GmbH | 3,778 | $1.14M | 0.00% | +256+7.3% | Added |
| Beacon Pointe Advisors, LLC | 3,768 | $1.13M | 0.01% | +1,165+44.8% | Added |
| Leelyn Smith, LLC | 3,764 | $1.13M | 0.16% | +614+19.5% | Added |
| Shelton Wealth Management, LLC | 3,672 | $1.10M | 0.49% | −52−1.4% | Reduced |
| QRG Capital Management, Inc. | 3,596 | $1.08M | 0.01% | −642−15.1% | Reduced |
| Osmosis Investment Management UK Ltd | 3,591 | $1.08M | 0.03% | +1,796+100.1% | Added |
| MAI Capital Management | 3,585 | $1.08M | 0.01% | −35−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,555 | $1.07M | 0.04% | +587+19.8% | Added |
| GWM Advisors LLC | 3,506 | $1.05M | 0.00% | −256−6.8% | Reduced |
| Intech Investment Management LLC | 3,463 | $1.04M | 0.01% | −648−15.8% | Reduced |
| Assetmark, Inc | 3,453 | $1.04M | 0.00% | +852+32.8% | Added |
| Abn Amro Investment Solutions | 3,434 | $1.03M | 0.01% | +338+10.9% | Added |
| SkyView Investment Advisors, LLC | 3,384 | $1.02M | 0.14% | +99+3.0% | Added |
| Generali Asset Management SPA SGR | 3,371 | $1.01M | 0.02% | −1,890−35.9% | Reduced |
| Fiduciary Trust Co | 3,366 | $1.01M | 0.01% | −435−11.4% | Reduced |
| Stenger Family Office, LLC | 3,305 | $994.2K | 0.18% | −122−3.6% | Reduced |
| Resources Investment Advisors, LLC. | 3,286 | $988.4K | 0.01% | −537−14.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,284 | $987.9K | 0.01% | −3,292−50.1% | Reduced |
| Aureus Asset Management, LLC | 3,234 | $972.9K | 0.06% | −239−6.9% | Reduced |
| PEAK6 LLC | 3,220 | $968.7K | 0.03% | +3,220 | New |
| Twin Tree Management, LP | 3,171 | $953.9K | 0.20% | +2,568+425.9% | Added |
| Woodline Partners LP | 3,122 | $939.2K | 0.00% | −70,424−95.8% | Reduced |
| Sequoia Financial Advisors, LLC | 3,091 | $929.9K | 0.01% | −1,491−32.5% | Reduced |
| Arq Wealth Advisors, LLC | 3,090 | $929.6K | 0.17% | +3,090 | New |
| Federated Hermes, Inc. | 3,067 | $922.6K | 0.00% | −3−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,030 | $911.4K | 0.00% | +15+0.5% | Added |
| Gabelli Funds LLC | 3,000 | $902.5K | 0.01% | −80−2.6% | Reduced |
| CAPROCK Group, Inc. | 2,994 | $900.8K | 0.02% | +1,167+63.9% | Added |
| Saudi Central Bank | 2,954 | $888.7K | 0.02% | +2,954 | New |
| Fieldview Capital Management, LLC | 2,925 | $879.9K | 0.26% | +2,300+368.0% | Added |
| E. Ohman J:or Asset Management AB | 2,916 | $877.2K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,866 | $862.2K | 0.01% | −39−1.3% | Reduced |
| Prospera Financial Services Inc | 2,849 | $857.0K | 0.01% | +2,849 | New |
| Schroder Investment Management Group | 2,815 | $846.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,781 | $836.6K | 0.01% | +404+17.0% | Added |
| IHT Wealth Management, LLC | 2,751 | $827.6K | 0.02% | −719−20.7% | Reduced |
| Warren Averett Asset Management, LLC | 2,740 | $824.3K | 0.01% | +2,034+288.1% | Added |
| Parallel Advisors, LLC | 2,711 | $815.6K | 0.01% | +183+7.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,711 | $815.0K | 0.00% | +441+19.4% | Added |
| Vestcor Inc | 2,689 | $809.0K | 0.02% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 2,663 | $790.6K | 0.01% | +480+22.0% | Added |
| Buttonwood Financial Advisors Inc. | 2,615 | $786.7K | 0.26% | +2,615 | New |