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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −5,003−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −4,996−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −4,282−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −4,212−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −4,170−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −3,929−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −3,703−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −3,467−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −3,505−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,394−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −3,303−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −3,278−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,217−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −2,734−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,592−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −1,972−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,511−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −1,403−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −1,372−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −1,341−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −1,336−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −1,221−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,138−100.0% | Sold out |
| Hunting Hill Global Capital, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −1,085−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Cary Street Partners Financial LLC | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −937−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −897−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −865−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −822−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −813−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −811−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −811−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −806−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −785−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −752−100.0% | Sold out |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| PUREfi Wealth, LLC | 0 | $0 | 0.00% | −726−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Legacy Wealth Advisors, LLC | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −716−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −710−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −703−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| Modern Wealth Management, LLC | 0 | $0 | 0.00% | −677−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Horizon Wealth Management, LLC | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Cypress Wealth Services, LLC | 0 | $0 | 0.00% | −661−100.0% | Sold out |
| Birch Financial Group, LLC | 0 | $0 | 0.00% | −654−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Quantum Financial Advisors, LLC | 0 | $0 | 0.00% | −637−100.0% | Sold out |
| Goldstein Advisors, LLC | 0 | $0 | 0.00% | −634−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −621−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −618−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −617−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −596−100.0% | Sold out |
| Everett Harris & Co | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| WP Advisors, LLC | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| CFO4Life Group, LLC | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −579−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −579−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| Meadow Creek Wealth Advisors LLC | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| Meadowbrook Advisors Group, LLC | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| Apollon Financial, LLC | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −524−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −562−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −557−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Compass Financial Services Inc | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Reflection Asset Management | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| IFC & Insurance Marketing, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |