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 |
|---|---|---|---|---|---|
| Sagespring Wealth Partners, LLC | 1,163 | $350.0K | 0.01% | −24−2.0% | Reduced |
| Huntington National Bank | 1,154 | $347.2K | 0.00% | +472+69.2% | Added |
| Panagora Asset Management Inc | 1,150 | $346.0K | 0.00% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 1,134 | $341.2K | 0.17% | −1,169−50.8% | Reduced |
| Siemens Fonds Invest GmbH | 1,120 | $336.9K | 0.02% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 1,118 | $336.3K | 0.14% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,113 | $334.8K | 0.00% | −635−36.3% | Reduced |
| Brighton Jones LLC | 1,098 | $330.4K | 0.01% | +1,098 | New |
| Thrive Wealth Management, LLC | 1,091 | $328.2K | 0.05% | −479−30.5% | Reduced |
| Perigon Wealth Management, LLC | 1,084 | $326.1K | 0.01% | −30−2.7% | Reduced |
| Marks Group Wealth Management, Inc | 1,082 | $325.5K | 0.03% | +289+36.4% | Added |
| Vision Retirement, LLC | 1,043 | $313.8K | 0.09% | −34−3.2% | Reduced |
| Impact Investors, Inc | 1,042 | $313.4K | 0.22% | −4−0.4% | Reduced |
| Apollon Wealth Management, LLC | 1,039 | $312.6K | 0.01% | −102−8.9% | Reduced |
| Fidelis Capital Partners, LLC | 1,039 | $312.6K | 0.02% | +86+9.0% | Added |
| Winton Group Ltd | 1,036 | $311.7K | 0.01% | +1,036 | New |
| Heritage Family Offices, LLP | 1,031 | $310.3K | 0.14% | −880−46.0% | Reduced |
| Institute for Wealth Management, LLC. | 1,025 | $308.4K | 0.03% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 1,017 | $305.9K | 0.00% | +1,017 | New |
| Evergreen Capital Management LLC | 1,012 | $304.4K | 0.01% | +1,012 | New |
| Everpar Advisors LLC | 1,006 | $302.6K | 0.10% | −381−27.5% | Reduced |
| Evolve Private Wealth, LLC | 1,002 | $301.5K | 0.02% | +169+20.3% | Added |
| De Burlo Group Inc | 1,000 | $300.8K | 0.07% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 1,000 | $300.8K | 0.14% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,038 | $300.3K | 0.02% | −382−26.9% | Reduced |
| Camden National Bank | 986 | $296.6K | 0.04% | +77+8.5% | Added |
| VestGen Advisors, LLC | 986 | $290.4K | 0.01% | −1,676−63.0% | Reduced |
| We Are One Seven, LLC | 960 | $288.9K | 0.01% | −1−0.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 949 | $285.5K | 0.07% | +31+3.4% | Added |
| Mather Group, LLC. | 916 | $275.6K | 0.00% | 00.0% | Unchanged |
| Norden Group LLC | 897 | $269.9K | 0.03% | −62−6.5% | Reduced |
| Valeo Financial Advisors, LLC | 897 | $269.8K | 0.01% | +897 | New |
| Spirepoint Private Client, LLC | 896 | $269.6K | 0.03% | −167−15.7% | Reduced |
| TruNorth Capital Management, LLC | 891 | $268.0K | 0.05% | −218−19.7% | Reduced |
| RMB Capital Management, LLC | 870 | $261.9K | 0.00% | +9+1.0% | Added |
| Benjamin Edwards Inc | 868 | $261.1K | 0.00% | −363−29.5% | Reduced |
| TSFG, LLC | 866 | $261.0K | 0.04% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 864 | $259.9K | 0.01% | 00.0% | Unchanged |
| PCM Encore, LLC | 860 | $258.8K | 0.05% | +10+1.2% | Added |
| Perennial Investment Advisors, LLC | 853 | $256.9K | 0.02% | +56+7.0% | Added |
| Vontobel Holding Ltd. | 843 | $253.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 839 | $252.4K | 0.01% | +59+7.6% | Added |
| Quent Capital, LLC | 834 | $251.0K | 0.02% | +10+1.2% | Added |
| Equitable Holdings, Inc. | 695 | $248.2K | 0.00% | −13−1.8% | Reduced |
| Malaga Cove Capital, LLC | 817 | $245.8K | 0.09% | −8−1.0% | Reduced |
| Personal Cfo Solutions, LLC | 809 | $243.3K | 0.03% | +139+20.7% | Added |
| Dorsey & Whitney Trust CO LLC | 806 | $242.5K | 0.01% | −19−2.3% | Reduced |
| Parcion Private Wealth LLC | 801 | $241.0K | 0.01% | +801 | New |
| Texas Capital Bank Wealth Management Services Inc | 786 | $236.5K | 0.01% | +5+0.6% | Added |
| Founders Financial Alliance, LLC | 782 | $235.3K | 0.04% | +782 | New |
| Archer Investment Corp | 779 | $234.2K | 0.05% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 766 | $230.4K | 0.01% | −53−6.5% | Reduced |
| Cigna Investments Inc | 765 | $230.0K | 0.04% | −21−2.7% | Reduced |
| Roberts Glore & Co Inc | 764 | $229.8K | 0.06% | +764 | New |
| Systematic Alpha Investments, LLC | 760 | $228.6K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 750 | $225.6K | 0.02% | +3+0.4% | Added |
| Berger Financial Group, Inc | 749 | $225.4K | 0.01% | +43+6.1% | Added |
| Waddell & Associates, LLC | 746 | $224.4K | 0.01% | 00.0% | Unchanged |
| Fundamentun, LLC | 733 | $220.5K | 0.01% | +16+2.2% | Added |
| EverSource Wealth Advisors, LLC | 725 | $217.8K | 0.01% | −122−14.4% | Reduced |
| Connecticut Capital Management Group, LLC | 712 | $214.2K | 0.20% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 712 | $214.1K | 0.01% | +102+16.7% | Added |
| Abacus Wealth Partners, LLC | 711 | $213.9K | 0.02% | +48+7.2% | Added |
| One Day In July LLC | 702 | $211.2K | 0.02% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 702 | $211.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 698 | $209.9K | 0.03% | −4−0.6% | Reduced |
| Net Worth Advisory Group | 695 | $209.1K | 0.04% | −108−13.4% | Reduced |
| Simplicity Wealth,LLC | 690 | $207.6K | 0.01% | −61−8.1% | Reduced |
| OpenArc Corporate Advisory, LLC | 689 | $207.3K | 0.00% | +689 | New |
| Jacobi Capital Management LLC | 682 | $205.2K | 0.01% | +5+0.7% | Added |
| Crossmark Global Holdings, Inc. | 682 | $205.2K | 0.00% | −35−4.9% | Reduced |
| WealthCare Investment Partners, LLC | 680 | $204.3K | 0.06% | +1+0.1% | Added |
| Main Street Financial Solutions, LLC | 678 | $204.0K | 0.01% | +678 | New |
| Transcend Wealth Collective, LLC | 676 | $203.4K | 0.02% | +62+10.1% | Added |
| Beese Fulmer Investment Management, Inc. | 676 | $203.4K | 0.01% | +676 | New |
| OV Management LLC | 674 | $202.8K | 0.41% | −2,103−75.7% | Reduced |
| Drive Wealth Management, LLC | 671 | $201.9K | 0.04% | 00.0% | Unchanged |
| Natural Investments, LLC | 671 | $201.0K | 0.05% | −56−7.7% | Reduced |
| PCB Capital LLC | 666 | $200.2K | 0.32% | +8+1.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 642 | $193.1K | 0.00% | −535−45.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $180.5K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 595 | $179.0K | 0.00% | −1,890−76.1% | Reduced |
| FIL Ltd | 558 | $167.9K | 0.00% | +130+30.4% | Added |
| Walsh & Associates, LLC | 542 | $163.1K | 0.16% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 535 | $160.9K | 0.03% | +535 | New |
| Golden State Wealth Management, LLC | 519 | $156.1K | 0.02% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 500 | $150.4K | 0.13% | 00.0% | Unchanged |
| Elgethun Capital Management | 493 | $148.3K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 477 | $143.5K | 0.11% | −4−0.8% | Reduced |
| Lodestone Wealth Management LLC | 467 | $140.5K | 0.06% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 463 | $139.3K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 443 | $133.0K | 0.00% | +12+2.8% | Added |
| United Community Bank | 440 | $132.4K | 0.04% | +25+6.0% | Added |
| Quarry LP | 423 | $127.3K | 0.03% | +61+16.9% | Added |
| Smartleaf Asset Management LLC | 415 | $124.6K | 0.00% | +78+23.1% | Added |
| Gables Capital Management Inc. | 400 | $120.3K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 392 | $117.9K | 0.00% | −55−12.3% | Reduced |
| IFP Advisors, Inc | 376 | $113.1K | 0.00% | +4+1.1% | Added |
| Clearstead Advisors, LLC | 360 | $108.3K | 0.00% | +285+380.0% | Added |
| Central Trust Co | 333 | $100.2K | 0.00% | −25−7.0% | Reduced |