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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 10,042 | $2.83M | 0.00% | +1,990+24.7% | Added |
| Impax Asset Management Group plc | 10,143 | $2.86M | 0.02% | +441+4.5% | Added |
| King Luther Capital Management Corp | 10,380 | $2.92M | 0.01% | +581+5.9% | Added |
| Summit Trail Advisors, LLC | 10,602 | $2.99M | 0.04% | +1,259+13.5% | Added |
| Cornerstone Wealth Management, LLC | 10,662 | $3.00M | 0.13% | −1,205−10.2% | Reduced |
| Nissay Asset Management Corp | 10,760 | $3.03M | 0.01% | +459+4.5% | Added |
| Anchor Investment Management, LLC | 10,962 | $3.09M | 0.23% | +78+0.7% | Added |
| Oliver Luxxe Assets LLC | 11,152 | $3.14M | 0.46% | +650+6.2% | Added |
| Oak Thistle LLC | 11,374 | $3.20M | 0.31% | +9,446+489.9% | Added |
| Aigen Investment Management, LP | 11,395 | $3.21M | 0.88% | +11,395 | New |
| NewEdge Wealth, LLC | 11,476 | $3.23M | 0.03% | −1,438−11.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,512 | $3.24M | 0.01% | −14−0.1% | Reduced |
| Gradient Investments LLC | 11,655 | $3.28M | 0.05% | +774+7.1% | Added |
| Fifth Third Bancorp | 11,770 | $3.32M | 0.01% | −3,493−22.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 12,011 | $3.38M | 0.03% | −244−2.0% | Reduced |
| British Columbia Investment Management Corp | 12,021 | $3.39M | 0.02% | +990+9.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 12,104 | $3.41M | 0.19% | −345−2.8% | Reduced |
| Annex Advisory Services, LLC | 12,128 | $3.42M | 0.06% | +1,153+10.5% | Added |
| Utah Retirement Systems | 12,154 | $3.42M | 0.03% | −800−6.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,181 | $3.43M | 0.02% | −2,325−16.0% | Reduced |
| HighTower Advisors, LLC | 12,255 | $3.45M | 0.00% | −993−7.5% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,320 | $3.47M | 0.03% | +1,008+8.9% | Added |
| Atria Investments LLC | 12,538 | $3.53M | 0.04% | −1,822−12.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,618 | $3.55M | 0.01% | +1,367+12.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,702 | $3.58M | 0.01% | −392−3.0% | Reduced |
| Squarepoint Ops LLC | 12,795 | $3.60M | 0.01% | −7,661−37.5% | Reduced |
| KBC Group NV | 12,835 | $3.62M | 0.01% | −87−0.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,973 | $3.65M | 0.03% | −67−0.5% | Reduced |
| Commerce Bank | 13,172 | $3.71M | 0.02% | −775−5.6% | Reduced |
| CIBC Bancorp USA Inc. | 13,539 | $3.81M | 0.00% | +2,139+18.8% | Added |
| Xponance, Inc. | 13,798 | $3.89M | 0.02% | −5,165−27.2% | Reduced |
| Kerusso Capital Management LLC | 13,940 | $3.93M | 1.43% | +2,652+23.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,288 | $4.02M | 0.01% | +13,044+1,048.6% | Added |
| United Asset Strategies, Inc. | 14,409 | $4.06M | 0.29% | +642+4.7% | Added |
| Janney Montgomery Scott LLC | 14,413 | $4.06M | 0.01% | −5,248−26.7% | Reduced |
| Creative Planning | 14,847 | $4.18M | 0.00% | +3,637+32.4% | Added |
| Brant Point Investment Management LLC | 14,987 | $4.22M | 0.94% | −2,977−16.6% | Reduced |
| Daiwa Securities Group Inc. | 15,337 | $4.32M | 0.01% | +1,589+11.6% | Added |
| Bank of Montreal | 15,429 | $4.35M | 0.00% | +701+4.8% | Added |
| Bell Asset Management Ltd | 15,700 | $4.42M | 1.18% | +2,046+15.0% | Added |
| Blair William & Co | 15,924 | $4.49M | 0.01% | −1,246−7.3% | Reduced |
| Argent Capital Management LLC | 15,938 | $4.49M | 0.14% | −12,917−44.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 16,043 | $4.50M | 0.01% | +685+4.5% | Added |
| Primecap Management Co | 16,000 | $4.51M | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 16,070 | $4.53M | 0.01% | +1,861+13.1% | Added |
| Advisor Group Holdings, Inc. | 16,124 | $4.54M | 0.01% | +1,762+12.3% | Added |
| DnB Asset Management AS | 16,477 | $4.64M | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 16,500 | $4.65M | 2.46% | 00.0% | Unchanged |
| Freshford Capital Management, LLC | 16,624 | $4.68M | 1.60% | +16,624 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,662 | $4.69M | 0.00% | −18,329−52.4% | Reduced |
| Picton Mahoney Asset Management | 16,793 | $4.73M | 0.04% | −56,257−77.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 16,998 | $4.79M | 0.04% | −1,138−6.3% | Reduced |
| Silvant Capital Management LLC | 17,188 | $4.84M | 0.14% | −2,072−10.8% | Reduced |
| SEB Asset Management AB | 17,757 | $5.00M | 0.02% | +1,047+6.3% | Added |
| Cetera Investment Advisers | 18,019 | $5.08M | 0.00% | −1,492−7.6% | Reduced |
| Dark Forest Capital Management LP | 18,439 | $5.19M | 0.34% | +2,876+18.5% | Added |
| Reinhart Partners, Inc. | 18,559 | $5.23M | 0.12% | −1,192−6.0% | Reduced |
| US Bancorp | 18,563 | $5.23M | 0.01% | −276−1.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,016 | $5.36M | 0.08% | +1,901+11.1% | Added |
| Brevan Howard Capital Management LP | 19,275 | $5.43M | 0.08% | +13,013+207.8% | Added |
| Empowered Funds, LLC | 19,405 | $5.47M | 0.03% | −4,934−20.3% | Reduced |
| Winthrop Advisory Group LLC | 19,758 | $5.57M | 0.37% | +93+0.5% | Added |
| IFM Investors Pty Ltd | 20,812 | $5.86M | 0.04% | +1,561+8.1% | Added |
| Jones Financial Companies LLLP | 22,345 | $6.01M | 0.00% | +1,422+6.8% | Added |
| Walleye Capital LLC | 21,524 | $6.06M | 0.03% | −5,855−21.4% | Reduced |
| Storebrand Asset Management AS | 21,681 | $6.11M | 0.02% | −272−1.2% | Reduced |
| Winton Group Ltd | 21,878 | $6.16M | 0.20% | +20,842+2,011.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 21,920 | $6.17M | 0.03% | −520−2.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 20,373 | $6.27M | 0.12% | −495−2.4% | Reduced |
| BW Gestao de Investimentos Ltda. | 22,341 | $6.29M | 0.15% | +22,341 | New |
| Karl Kapital LLC | 22,675 | $6.39M | 3.80% | +4,681+26.0% | Added |
| Resona Asset Management Co.,Ltd. | 23,043 | $6.44M | 0.03% | −1,283−5.3% | Reduced |
| Swiss Life Asset Management Ltd | 22,931 | $6.46M | 0.03% | +8,818+62.5% | Added |
| Arizona State Retirement System | 22,991 | $6.48M | 0.03% | +1,243+5.7% | Added |
| Mn Services Vermogensbeheer B.V. | 23,042 | $6.49M | 0.05% | −7,700−25.0% | Reduced |
| Great West Life Assurance Co | 23,358 | $6.57M | 0.01% | −397−1.7% | Reduced |
| Captrust Financial Advisors | 23,565 | $6.64M | 0.01% | −9,609−29.0% | Reduced |
| Public Employees Retirement System of Ohio | 23,767 | $6.69M | 0.02% | −455−1.9% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 24,210 | $6.82M | 0.03% | −158−0.6% | Reduced |
| LTS One Management LP | 24,500 | $6.90M | 2.89% | −10,100−29.2% | Reduced |
| EFG International AG | 24,793 | $6.98M | 0.13% | +4,059+19.6% | Added |
| Heights Point Management, LP | 24,897 | $7.01M | 5.58% | +24,897 | New |
| Nomura Asset Management Co Ltd | 25,625 | $7.22M | 0.02% | −136−0.5% | Reduced |
| First Trust Advisors LP | 25,722 | $7.25M | 0.00% | −67,829−72.5% | Reduced |
| Handelsbanken Fonder AB | 25,861 | $7.29M | 0.02% | +3,280+14.5% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 26,265 | $7.40M | 0.67% | +224+0.9% | Added |
| GW&K Investment Management, LLC | 26,319 | $7.41M | 0.06% | −745−2.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,484 | $7.46M | 0.15% | +26,484 | New |
| State of New Jersey Common Pension Fund D | 26,493 | $7.46M | 0.03% | −805−2.9% | Reduced |
| Swedbank AB | 26,561 | $7.48M | 0.01% | −31,787−54.5% | Reduced |
| Iridian Asset Management LLC | 27,247 | $7.67M | 2.64% | +7,729+39.6% | Added |
| Private Advisor Group, LLC | 28,000 | $7.89M | 0.04% | −192−0.7% | Reduced |
| Tran Capital Management, L.P. | 28,177 | $7.94M | 0.91% | +26,329+1,424.7% | Added |
| Icon Advisers Inc | 28,348 | $7.99M | 1.50% | −400−1.4% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 28,441 | $8.01M | 0.88% | +11,963+72.6% | Added |
| KWB Wealth | 28,751 | $8.10M | 0.69% | +127+0.4% | Added |
| ArrowMark Colorado Holdings LLC | 28,835 | $8.12M | 0.34% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 28,941 | $8.15M | 0.14% | +8,765+43.4% | Added |
| La Banque Postale Asset Management SA | 29,215 | $8.23M | 0.08% | −8,390−22.3% | Reduced |
| Lighthouse Investment Partners, LLC | 29,300 | $8.25M | 0.26% | +18,171+163.3% | Added |