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 |
|---|---|---|---|---|---|
| Ameliora Wealth Management Ltd. | 265 | $94.7K | 0.03% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 312 | $93.9K | 0.05% | 00.0% | Unchanged |
| NBT Bank N A | 299 | $89.9K | 0.01% | −58−16.2% | Reduced |
| Ronald Blue Trust, Inc. | 292 | $87.8K | 0.00% | −52−15.1% | Reduced |
| Graney & King, LLC | 285 | $85.8K | 0.05% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 266 | $80.0K | 0.01% | +210+375.0% | Added |
| Capital Analysts, LLC | 265 | $80.0K | 0.00% | +74+38.7% | Added |
| State of Wyoming | 260 | $78.2K | 0.01% | −9−3.3% | Reduced |
| Advisory Services Network, LLC | 258 | $77.7K | 0.00% | +258 | New |
| Y.D. More Investments Ltd | 210 | $63.1K | 0.00% | +150+250.0% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 209 | $62.9K | 0.01% | +70+50.4% | Added |
| Whipplewood Advisors, LLC | 204 | $61.4K | 0.03% | +189+1,260.0% | Added |
| CoreCap Advisors, LLC | 202 | $61.1K | 0.00% | +16+8.6% | Added |
| First Horizon Corp | 199 | $59.9K | 0.00% | −39−16.4% | Reduced |
| Covestor Ltd | 197 | $59.0K | 0.04% | −226−53.4% | Reduced |
| Abound Financial, LLC | 193 | $58.2K | 0.03% | +191+9,550.0% | Added |
| Entrust Financial LLC | 193 | $58.1K | 0.04% | −21−9.8% | Reduced |
| Atlantic Union Bankshares Corp | 189 | $56.9K | 0.00% | +29+18.1% | Added |
| Harbor Asset Planning, Inc. | 187 | $56.3K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 181 | $54.5K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 180 | $54.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 163 | $49.0K | 0.00% | +8+5.2% | Added |
| SRS Capital Advisors, Inc. | 145 | $43.4K | 0.00% | −104−41.8% | Reduced |
| CVA Family Office, LLC | 141 | $42.4K | 0.00% | +80+131.1% | Added |
| MCF Advisors LLC | 138 | $41.5K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 136 | $40.9K | 0.01% | +116+580.0% | Added |
| Private Wealth Asset Management, LLC | 135 | $40.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 133 | $40.0K | 0.01% | +133 | New |
| Smithfield Trust Co | 127 | $39.0K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 123 | $37.0K | 0.02% | +30+32.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $36.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 118 | $35.5K | 0.00% | +45+61.6% | Added |
| Versant Capital Management, Inc | 105 | $31.6K | 0.00% | −42−28.6% | Reduced |
| Westside Investment Management, Inc. | 100 | $30.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 100 | $30.1K | 0.00% | +44+78.6% | Added |
| Chung Wu Investment Group, LLC | 100 | $30.1K | 0.03% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $30.1K | 0.03% | 00.0% | Unchanged |
| Clark Wealth Partners | 100 | $30.1K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 90 | $27.1K | 0.00% | +4+4.7% | Added |
| Ossiam | 86 | $25.9K | 0.00% | +66+330.0% | Added |
| IAG Wealth Partners, LLC | 84 | $25.2K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 83 | $25.0K | 0.01% | +83 | New |
| Opal Wealth Advisors, LLC | 82 | $24.7K | 0.01% | +82 | New |
| Exchange Traded Concepts, LLC | 82 | $24.7K | 0.00% | +82 | New |
| Rossby Financial, LCC | 79 | $22.9K | 0.00% | +71+887.5% | Added |
| Cetera Trust Company, N.A | 75 | $22.6K | 0.01% | 00.0% | Unchanged |
| Wellington Grp LLC | 75 | $22.6K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 70 | $21.2K | 0.00% | −417−85.6% | Reduced |
| Osterweis Capital Management Inc | 70 | $21.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 63 | $19.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 58 | $17.4K | 0.00% | +21+56.8% | Added |
| Owl Creek Wealth Partners LLC | 56 | $16.8K | 0.01% | +56 | New |
| N.E.W. Advisory Services LLC | 54 | $16.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 52 | $15.6K | 0.00% | −260−83.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 51 | $15.3K | 0.00% | −17−25.0% | Reduced |
| Eastern Bank | 50 | $15.0K | 0.00% | −36−41.9% | Reduced |
| WealthCollab, LLC | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 50 | $15.0K | 0.00% | +50 | New |
| Private Wealth Management Group, LLC | 49 | $14.7K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 49 | $14.7K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 48 | $14.4K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 47 | $14.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 46 | $13.8K | 0.00% | +22+91.7% | Added |
| Tower Research Capital LLC (TRC) | 45 | $13.5K | 0.00% | −416−90.2% | Reduced |
| Cornerstone Planning Group LLC | 42 | $13.5K | 0.00% | +6+16.7% | Added |
| Kerr Financial Planning Corp | 40 | $13.4K | 0.02% | +1+2.6% | Added |
| CX Institutional | 44 | $13.0K | 0.00% | +37+528.6% | Added |
| Bell Investment Advisors, Inc | 43 | $12.9K | 0.00% | −16−27.1% | Reduced |
| Wilkerson Advisory Group LLC | 42 | $12.6K | 0.00% | −850−95.3% | Reduced |
| First Command Advisory Services, Inc. | 42 | $12.6K | 0.00% | +42 | New |
| Wolff Wiese Magana LLC | 37 | $11.1K | 0.01% | −5−11.9% | Reduced |
| Montag A & Associates Inc | 37 | $11.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $10.5K | 0.00% | +20+133.3% | Added |
| SBI Securities Co., Ltd. | 35 | $10.5K | 0.00% | −19−35.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 34 | $10.2K | 0.00% | +34 | New |
| Center for Financial Planning, Inc. | 30 | $9.09K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 30 | $9.03K | 0.00% | −48−61.5% | Reduced |
| Asset Dedication, LLC | 30 | $9.03K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 28 | $8.45K | 0.00% | −120−81.1% | Reduced |
| Global X Japan Co., Ltd. | 27 | $8.12K | 0.00% | −31−53.4% | Reduced |
| Hantz Financial Services, Inc. | 25 | $8.00K | 0.00% | −6−19.4% | Reduced |
| AdvisorNet Financial, Inc | 20 | $6.02K | 0.00% | −7−25.9% | Reduced |
| Kemnay Advisory Services Inc. | 20 | $6.02K | 0.00% | +5+33.3% | Added |
| JPL Wealth Management, LLC | 19 | $5.72K | 0.00% | +19 | New |
| Cranbrook Wealth Management, LLC | 19 | $5.72K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 19 | $5.72K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 19 | $5.72K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 19 | $5.72K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $5.42K | 0.00% | +9+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 17 | $5.12K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16 | $5.00K | 0.00% | +16 | New |
| Salomon & Ludwin, LLC | 17 | $4.99K | 0.00% | −55−76.4% | Reduced |
| Sachetta, LLC | 16 | $4.81K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 16 | $4.81K | 0.00% | +16 | New |
| Meeder Asset Management Inc | 16 | $4.81K | 0.00% | −5−23.8% | Reduced |
| Richardson Capital Management LLC | 16 | $4.81K | 0.00% | +16 | New |
| Philadelphia Investment Partners, LLC | 15 | $4.52K | 0.00% | +15 | New |
| MV Capital Management, Inc. | 15 | $4.51K | 0.00% | +1+7.1% | Added |
| Colonial Trust Advisors | 15 | $4.51K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 14 | $4.21K | 0.00% | 00.0% | Unchanged |