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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.

Institutional holdersQ1 2026: 769 institutions
Q1 2021: 398 institutionsQ2 2021: 419 institutionsQ3 2021: 423 institutionsQ4 2021: 435 institutionsQ1 2022: 481 institutionsQ2 2022: 534 institutionsQ3 2022: 583 institutionsQ4 2022: 632 institutionsQ1 2023: 615 institutionsQ2 2023: 590 institutionsQ3 2023: 601 institutionsQ4 2023: 621 institutionsQ1 2024: 650 institutionsQ2 2024: 677 institutionsQ3 2024: 646 institutionsQ4 2024: 725 institutionsQ1 2025: 788 institutionsQ2 2025: 802 institutionsQ3 2025: 759 institutionsQ4 2025: 826 institutionsQ1 2026: 769 institutionsQ2 2026: 768 institutions
Value heldQ1 2026: $24.8B
Q1 2021: $11.0BQ2 2021: $10.3BQ3 2021: $12.1BQ4 2021: $12.3BQ1 2022: $14.3BQ2 2022: $15.1BQ3 2022: $17.2BQ4 2022: $16.5BQ1 2023: $15.1BQ2 2023: $15.6BQ3 2023: $17.1BQ4 2023: $16.2BQ1 2024: $19.2BQ2 2024: $20.1BQ3 2024: $16.8BQ4 2024: $23.3BQ1 2025: $25.5BQ2 2025: $29.8BQ3 2025: $26.1BQ4 2025: $29.0BQ1 2026: $24.8BQ2 2026: $23.3B
Institutions holding LPLA and their total value by quarter
QuarterHoldersValue
Q2 2026768$23.3B
Q1 2026769$24.8B
Q4 2025826$29.0B
Q3 2025759$26.1B
Q2 2025802$29.8B
Q1 2025788$25.5B
Q4 2024725$23.3B
Q3 2024646$16.8B
Q2 2024677$20.1B
Q1 2024650$19.2B
Q4 2023621$16.2B
Q3 2023601$17.1B
Q2 2023590$15.6B
Q1 2023615$15.1B
Q4 2022632$16.5B
Q3 2022583$17.2B
Q2 2022534$15.1B
Q1 2022481$14.3B
Q4 2021435$12.3B
Q3 2021423$12.1B
Q2 2021419$10.3B
Q1 2021398$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.

Institutions holding LPLA in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Lido Advisors, LLC2,608$785.1K0.00%+679+35.2%Added
Greenland Capital Management LP2,600$782.2K0.16%−300−10.3%Reduced
Northwest & Ethical Investments L.P.2,595$764.1K0.02%+1,045+67.4%Added
Raiffeisen Bank International AG2,522$757.1K0.01%+2,479+5,765.1%Added
Garrett Wealth Advisory Group, LLC2,509$754.8K0.13%+9+0.4%Added
Macquarie Group Ltd2,505$753.6K0.00%+101+4.2%Added
Kestra Advisory Services, LLC2,498$751.3K0.00%−1,352−35.1%Reduced
Advisors Asset Management, Inc.2,491$749.4K0.01%−27−1.1%Reduced
Farther Finance Advisors, LLC2,533$732.6K0.01%+1,901+300.8%Added
Allspring Global Investments Holdings, LLC2,514$727.2K0.00%−122,214−98.0%Reduced
Toroso Investments, LLC2,400$722.0K0.00%+126+5.5%Added
LVW Advisors, LLC2,357$709.1K0.07%−717−23.3%Reduced
Quantitative Investment Management, LLC2,358$709.0K0.07%00.0%Unchanged
North Dakota State Investment Board2,303$692.8K0.03%−503−17.9%Reduced
Park Avenue Securities LLC2,301$692.0K0.01%+2,301New
Davenport & Co LLC2,287$688.0K0.00%−124−5.1%Reduced
Root Financial Partners, LLC2,279$685.6K0.03%−39−1.7%Reduced
London Co of Virginia2,270$682.9K0.00%00.0%Unchanged
Greenline Partners, LLC2,266$681.7K0.07%00.0%Unchanged
Thrivent Financial for Lutherans2,224$668.0K0.00%−19−0.8%Reduced
Hallmark Capital Management Inc2,203$662.7K0.04%−92−4.0%Reduced
Hamilton Capital Partners Inc.2,180$655.8K0.02%+347+18.9%Added
Integrated Wealth Concepts LLC2,157$648.9K0.01%+2,157New
Los Angeles Capital Management LLC2,150$646.8K0.00%+1,789+495.6%Added
Hohimer Wealth Management, LLC2,123$638.8K0.08%+2,123New
Yorktown Management & Research Co Inc2,100$631.7K0.53%−3,190−60.3%Reduced
Kentucky Retirement Systems Insurance Trust Fund2,097$630.8K0.04%00.0%Unchanged
Matrix Trust Co2,093$630.0K0.10%+2,093New
United Capital Financial Advisers, LLC2,093$629.6K0.00%−57−2.7%Reduced
Stratos Wealth Partners, LTD.2,085$627.5K0.01%+15+0.7%Added
Impact Capital Partners LLC2,077$624.8K0.19%−690−24.9%Reduced
Gateway Investment Advisers LLC2,020$607.7K0.01%−1,494−42.5%Reduced
Triad Wealth Partners, LLC2,011$605.0K0.05%+74+3.8%Added
Gilbert & Cook, Inc.2,002$602.3K0.08%+572+40.0%Added
Arkadios Wealth Advisors1,975$594.2K0.01%−610−23.6%Reduced
CWM, LLC1,973$593.6K0.00%+295+17.6%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,948$586.0K0.02%+38+2.0%Added
Sowell Financial Services LLC1,941$583.9K0.02%+20+1.0%Added
Oak Thistle LLC1,928$580.0K0.06%−6,422−76.9%Reduced
Pitcairn Wealth Advisors LLC1,618$577.9K0.05%00.0%Unchanged
Retirement Planning Group1,888$567.9K0.02%−69−3.5%Reduced
Integrated Investment Consultants, LLC1,884$566.8K0.12%−2,724−59.1%Reduced
Concurrent Investment Advisors, LLC1,873$563.5K0.01%−599−24.2%Reduced
Tran Capital Management, L.P.1,848$555.9K0.08%−1−0.1%Reduced
NBC Securities, Inc.1,843$554.4K0.04%−31−1.7%Reduced
Gibbs Wealth Management1,830$550.5K0.07%+262+16.7%Added
Keybank National Association1,812$545.1K0.00%+355+24.4%Added
Prudential Financial Inc1,811$544.8K0.00%−7,871−81.3%Reduced
Laird Norton Trust Company, LLC1,800$541.5K0.01%−66−3.5%Reduced
Independent Financial Group, LLC1,797$540.6K0.01%+1+0.1%Added
Larson Financial Group LLC1,778$534.9K0.02%+1,713+2,635.4%Added
Cresset Asset Management, LLC1,769$532.3K0.00%−5−0.3%Reduced
Yousif Capital Management, LLC1,731$520.7K0.01%+63+3.8%Added
Sanchez Wealth Management Group1,715$515.8K0.11%+2+0.1%Added
Prudential PLC1,681$505.7K0.00%00.0%Unchanged
Emerald Advisers, LLC1,672$503.0K0.02%00.0%Unchanged
Compton Financial Group, LLC1,666$501.2K0.11%00.0%Unchanged
Bridges Investment Management Inc1,658$498.8K0.01%−190−10.3%Reduced
Pettee Investors, Inc.1,490$497.9K0.26%00.0%Unchanged
Mattson Financial Services, LLC1,646$495.2K0.12%+637+63.1%Added
Magnolia Private Wealth, LLC1,644$494.6K0.33%−3−0.2%Reduced
Storgate, LLC1,630$490.4K0.38%+169+11.6%Added
Lombard Odier Asset Management (Switzerland) SA1,630$490.4K0.02%+1,630New
Quadrant Capital Group LLC1,629$490.1K0.01%−23−1.4%Reduced
Wedmont Private Capital1,548$481.1K0.02%−77−4.7%Reduced
Dai-Ichi Life Insurance Company, Ltd1,593$479.2K0.01%+1,020+178.0%Added
Potentia Wealth1,580$475.3K0.18%+1+0.1%Added
Pennsylvania Capital Management Inc1,572$472.9K0.14%00.0%Unchanged
MONECO Advisors, LLC1,547$465.5K0.04%00.0%Unchanged
Foresight Global Investors, Inc.1,459$438.9K0.28%00.0%Unchanged
Wealth Alliance1,448$435.7K0.04%−201−12.2%Reduced
Philip James Wealth Mangement, LLC1,442$433.7K0.05%−4−0.3%Reduced
DGS Capital Management, LLC1,414$425.4K0.07%−234−14.2%Reduced
Advisor Resource Council1,405$422.8K0.17%+1,405New
UniSuper Management Pty Ltd1,400$421.2K0.00%00.0%Unchanged
Snowden Capital Advisors LLC1,390$418.2K0.01%−637−31.4%Reduced
Spahn Wealth & Retirement LLC1,386$416.9K0.53%00.0%Unchanged
Legacy Financial Group LLC1,381$415.5K0.05%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.1,379$414.8K0.04%−5−0.4%Reduced
Boothbay Fund Management, LLC1,360$409.1K0.01%−9,609−87.6%Reduced
DRW Securities, LLC1,330$400.1K0.02%+464+53.6%Added
Canada Pension Plan Investment Board1,320$397.1K0.00%+840+175.0%Added
Prossimo Advisors, LLC1,300$391.1K2.38%00.0%Unchanged
RiverGlades Family Offices LLC1,300$391.1K0.23%+1,300New
V-Square Quantitative Management LLC1,293$389.0K0.04%+178+16.0%Added
RMR Wealth Builders1,276$383.9K0.03%00.0%Unchanged
Riverpoint Wealth Management Holdings, LLC1,273$383.0K0.08%+1+0.1%Added
Connor, Clark & Lunn Investment Management Ltd.1,244$374.2K0.00%+1,244New
Erste Asset Management GmbH1,246$374.0K0.00%00.0%Unchanged
Old National Bancorp1,242$373.6K0.01%+106+9.3%Added
Lifestyle Asset Management, Inc.1,240$373.1K0.12%+49+4.1%Added
Signaturefd, LLC1,221$367.3K0.01%−82−6.3%Reduced
Sumitomo Life Insurance Co1,217$366.1K0.01%+39+3.3%Added
Moody Lynn & Lieberson, LLC1,207$363.1K0.02%−3−0.2%Reduced
Nisa Investment Advisors, LLC1,203$361.9K0.00%−5,582−82.3%Reduced
Teacher Retirement System of Texas1,194$359.2K0.00%−1,453−54.9%Reduced
SFG Wealth Management, LLC.1,193$358.9K0.15%+7+0.6%Added
One Wealth Advisors, LLC1,185$356.5K0.04%+249+26.6%Added
Central Pacific Bank - Trust Division1,180$355.0K0.05%−1,744−59.6%Reduced
Legato Capital Management LLC1,168$351.4K0.03%−776−39.9%Reduced