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, Q2 2026
Institutional positions in LPL Financial Holdings Inc. as of Jun 30, 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
- 768
- +3 vs. Q1 2026
- Shares held
- 82.9M
- +4.22M (+5.4%) vs. Q1 2026
- Total value
- $23.3B
- −$386.0M (−1.6%) vs. Q1 2026
- New holders
- 95
- 256 more added
- Sold out
- 92
- 303 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding LPL Financial Holdings Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Malaga Cove Capital, LLC | 1,664 | $468.7K | 0.15% | +847+103.7% | Added |
| Compton Financial Group, LLC | 1,666 | $469.3K | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,666 | $469.3K | 0.01% | +37+2.3% | Added |
| Emerald Advisers, LLC | 1,672 | $471.0K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 1,681 | $473.5K | 0.00% | 00.0% | Unchanged |
| Magnolia Private Wealth, LLC | 1,685 | $474.6K | 0.26% | +41+2.5% | Added |
| Natixis | 1,703 | $479.7K | 0.00% | +1,703 | New |
| Sanchez Wealth Management Group | 1,717 | $483.5K | 0.08% | +2+0.1% | Added |
| Cresset Asset Management, LLC | 1,733 | $488.0K | 0.00% | −36−2.0% | Reduced |
| Laird Norton Trust Company, LLC | 1,734 | $488.4K | 0.01% | −66−3.7% | Reduced |
| Yousif Capital Management, LLC | 1,745 | $491.5K | 0.01% | +14+0.8% | Added |
| Wedmont Private Capital | 1,554 | $492.7K | 0.01% | +6+0.4% | Added |
| Advisors Asset Management, Inc. | 1,775 | $500.0K | 0.01% | −716−28.7% | Reduced |
| Blueshift Asset Management, LLC | 1,806 | $508.7K | 0.12% | +1,806 | New |
| Evolve Private Wealth, LLC | 1,809 | $509.5K | 0.03% | +807+80.5% | Added |
| STRS Ohio | 1,810 | $509.8K | 0.00% | −7,796−81.2% | Reduced |
| Independent Financial Group, LLC | 1,821 | $512.9K | 0.01% | +24+1.3% | Added |
| Retirement Planning Group | 1,825 | $514.0K | 0.01% | −63−3.3% | Reduced |
| NBC Securities, Inc. | 1,855 | $522.5K | 0.04% | +12+0.7% | Added |
| Arkadios Wealth Advisors | 1,872 | $527.3K | 0.01% | −103−5.2% | Reduced |
| Osmosis Investment Management UK Ltd | 1,915 | $539.4K | 0.03% | −1,676−46.7% | Reduced |
| Simplicity Wealth,LLC | 1,935 | $545.0K | 0.02% | +1,245+180.4% | Added |
| Boothbay Fund Management, LLC | 1,937 | $545.6K | 0.01% | +577+42.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,942 | $547.0K | 0.01% | −6−0.3% | Reduced |
| UniSuper Management Pty Ltd | 1,952 | $549.8K | 0.00% | +552+39.4% | Added |
| Nations Financial Group Inc, | 1,972 | $555.5K | 0.03% | −1,940−49.6% | Reduced |
| LVW Advisors, LLC | 2,084 | $587.0K | 0.05% | −273−11.6% | Reduced |
| Park Avenue Securities LLC | 2,088 | $588.0K | 0.00% | −213−9.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,088 | $588.1K | 0.04% | −9−0.4% | Reduced |
| Stratos Wealth Partners, LTD. | 2,089 | $588.4K | 0.01% | +4+0.2% | Added |
| Thrivent Financial for Lutherans | 2,143 | $591.0K | 0.00% | −81−3.6% | Reduced |
| ProShare Advisors LLC | 2,112 | $594.9K | 0.00% | +2,112 | New |
| Larson Financial Group LLC | 2,128 | $599.4K | 0.02% | +350+19.7% | Added |
| Beacon Pointe Advisors, LLC | 2,135 | $601.3K | 0.00% | −1,633−43.3% | Reduced |
| United Capital Financial Advisers, LLC | 2,193 | $617.7K | 0.00% | +100+4.8% | Added |
| Mattson Financial Services, LLC | 1,874 | $619.9K | 0.13% | +228+13.9% | Added |
| Keybank National Association | 2,203 | $620.5K | 0.00% | +391+21.6% | Added |
| IHT Wealth Management, LLC | 2,207 | $621.8K | 0.01% | −544−19.8% | Reduced |
| Wealthfront Advisers LLC | 2,208 | $621.9K | 0.00% | −7,406−77.0% | Reduced |
| Hohimer Wealth Management, LLC | 2,211 | $622.7K | 0.06% | +88+4.1% | Added |
| Kestra Advisory Services, LLC | 2,240 | $631.0K | 0.00% | −258−10.3% | Reduced |
| Gilbert & Cook, Inc. | 2,250 | $633.8K | 0.07% | +248+12.4% | Added |
| Greenline Partners, LLC | 2,266 | $638.3K | 0.06% | 00.0% | Unchanged |
| London Co of Virginia | 2,270 | $639.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,284 | $643.4K | 0.02% | +5+0.2% | Added |
| Warren Averett Asset Management, LLC | 2,299 | $647.6K | 0.00% | −441−16.1% | Reduced |
| Macquarie Group Ltd | 2,324 | $654.6K | 0.00% | −181−7.2% | Reduced |
| Davenport & Co LLC | 2,328 | $655.8K | 0.00% | +41+1.8% | Added |
| Hallmark Capital Management Inc | 2,333 | $657.2K | 0.04% | +130+5.9% | Added |
| North Dakota State Investment Board | 2,369 | $667.3K | 0.03% | +66+2.9% | Added |
| Fox Run Management, L.L.C. | 2,411 | $679.1K | 0.11% | +2,411 | New |
| MetLife Investment Management | 2,426 | $683.4K | 0.00% | −2,477−50.5% | Reduced |
| Dockside LLC | 2,452 | $690.7K | 0.16% | +2,452 | New |
| Allspring Global Investments Holdings, LLC | 2,408 | $706.2K | 0.00% | −106−4.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 2,508 | $706.5K | 0.11% | −10.0% | Reduced |
| 2Xideas AG | 2,524 | $711.0K | 0.31% | −8,629−77.4% | Reduced |
| GWM Advisors LLC | 2,531 | $713.0K | 0.00% | −975−27.8% | Reduced |
| Fieldview Capital Management, LLC | 2,577 | $725.9K | 0.21% | −348−11.9% | Reduced |
| Generali Asset Management SPA SGR | 2,588 | $729.0K | 0.01% | −783−23.2% | Reduced |
| Principal Securities, Inc. | 2,594 | $730.7K | 0.01% | −187−6.7% | Reduced |
| Prudential Financial Inc | 2,596 | $731.2K | 0.00% | +785+43.3% | Added |
| Farther Finance Advisors, LLC | 2,597 | $731.2K | 0.01% | +64+2.5% | Added |
| Parallel Advisors, LLC | 2,615 | $736.6K | 0.01% | −96−3.5% | Reduced |
| Concurrent Investment Advisors, LLC | 2,622 | $738.6K | 0.01% | +749+40.0% | Added |
| LMR Partners LLP | 2,655 | $747.9K | 0.01% | +2,655 | New |
| Vestcor Inc | 2,689 | $757.0K | 0.02% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 2,820 | $757.9K | 0.01% | +157+5.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,779 | $783.0K | 0.00% | +68+2.5% | Added |
| Brinker Capital Investments, LLC | 2,783 | $783.9K | 0.01% | −1,373−33.0% | Reduced |
| Ritholtz Wealth Management | 2,806 | $790.3K | 0.01% | −60−2.1% | Reduced |
| Burney Co | 2,817 | $793.5K | 0.02% | −978−25.8% | Reduced |
| Yorktown Management & Research Co Inc | 2,850 | $802.8K | 0.49% | +750+35.7% | Added |
| Stenger Family Office, LLC | 2,909 | $819.4K | 0.13% | −396−12.0% | Reduced |
| E. Ohman J:or Asset Management AB | 2,916 | $821.4K | 0.02% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 2,921 | $822.8K | 0.04% | −27,285−90.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,924 | $823.6K | 0.00% | −106−3.5% | Reduced |
| Prospera Financial Services Inc | 2,939 | $827.8K | 0.01% | +90+3.2% | Added |
| Sequoia Financial Advisors, LLC | 2,986 | $841.1K | 0.00% | −105−3.4% | Reduced |
| Fiduciary Trust Co | 3,040 | $856.3K | 0.01% | −326−9.7% | Reduced |
| Gabelli Funds LLC | 3,122 | $879.4K | 0.01% | +122+4.1% | Added |
| Tower Research Capital LLC (TRC) | 3,131 | $881.9K | 0.02% | +3,086+6,857.8% | Added |
| Aureus Asset Management, LLC | 3,234 | $911.0K | 0.06% | 00.0% | Unchanged |
| Diversified Trust Co | 3,249 | $915.2K | 0.01% | −5,849−64.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,252 | $916.0K | 0.01% | −3,532−52.1% | Reduced |
| Jefferies Financial Group Inc. | 3,256 | $917.1K | 0.01% | +3,256 | New |
| PEAK6 LLC | 3,370 | $949.3K | 0.02% | +150+4.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,433 | $965.1K | 0.01% | +3,433 | New |
| Shelton Wealth Management, LLC | 3,436 | $967.9K | 0.38% | −236−6.4% | Reduced |
| QRG Capital Management, Inc. | 3,445 | $970.3K | 0.01% | −151−4.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,452 | $972.4K | 0.00% | +168+5.1% | Added |
| Arq Wealth Advisors, LLC | 3,015 | $987.1K | 0.12% | −75−2.4% | Reduced |
| MAI Capital Management | 3,552 | $1.00M | 0.00% | −33−0.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,555 | $1.00M | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,626 | $1.02M | 0.01% | −691−16.0% | Reduced |
| RSM US Wealth Management LLC | 3,631 | $1.02M | 0.01% | −432−10.6% | Reduced |
| Gsa Capital Partners LLP | 3,658 | $1.03M | 0.06% | +3,658 | New |
| Buttonwood Financial Advisors Inc. | 3,685 | $1.04M | 0.32% | +1,070+40.9% | Added |
| Third View Private Wealth, LLC | 3,732 | $1.05M | 0.13% | −908−19.6% | Reduced |
| Polar Asset Management Partners Inc. | 3,736 | $1.05M | 0.02% | −5,180−58.1% | Reduced |
| Banque Cantonale Vaudoise | 3,739 | $1.05M | 0.04% | −1,088−22.5% | Reduced |