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 |
|---|---|---|---|---|---|
| Nykredit A/S | 29,959 | $8.44M | 0.03% | +29,959 | New |
| FJ Capital Management LLC | 29,967 | $8.44M | 1.10% | +29,967 | New |
| Asset Management One Co.,Ltd. | 30,179 | $8.50M | 0.02% | +603+2.0% | Added |
| CI Private Wealth, LLC | 30,811 | $8.68M | 0.01% | −1,751−5.4% | Reduced |
| Jump Financial, LLC | 31,613 | $8.90M | 0.08% | +31,613 | New |
| Pathstone Holdings, LLC | 33,523 | $9.44M | 0.03% | −461−1.4% | Reduced |
| KLP Kapitalforvaltning AS | 33,780 | $9.52M | 0.03% | +2,480+7.9% | Added |
| Treasurer of the State of North Carolina | 34,094 | $9.60M | 0.02% | −20−0.1% | Reduced |
| AQR Capital Management LLC | 34,500 | $9.65M | 0.00% | +1,575+4.8% | Added |
| Man Group plc | 35,153 | $9.90M | 0.02% | +23,332+197.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,397 | $9.97M | 0.02% | −1,456−4.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 35,646 | $10.0M | 0.02% | +1,217+3.5% | Added |
| Logan Capital Management Inc | 35,802 | $10.1M | 0.38% | +35,802 | New |
| Foyston, Gordon, & Payne Inc | 36,282 | $10.3M | 2.20% | +7,558+26.3% | Added |
| Korea Investment CORP | 36,812 | $10.4M | 0.02% | +5,599+17.9% | Added |
| Gillson Capital LP | 37,280 | $10.5M | 0.62% | +15,280+69.5% | Added |
| KR Capital LP | 37,449 | $10.5M | 1.05% | +20,793+124.8% | Added |
| Aquatic Capital Management LLC | 37,707 | $10.6M | 0.36% | +37,707 | New |
| Vanguard Global Advisers, LLC | 38,530 | $10.9M | 0.01% | −1,166−2.9% | Reduced |
| Pictet Asset Management Holding SA | 39,492 | $11.1M | 0.01% | −338−0.8% | Reduced |
| LRZ Capital LLC | 39,710 | $11.2M | 5.67% | −5,240−11.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 40,371 | $11.4M | 0.03% | +718+1.8% | Added |
| New York State Common Retirement Fund | 40,441 | $11.4M | 0.01% | −3,200−7.3% | Reduced |
| Woodline Partners LP | 43,044 | $12.1M | 0.04% | +39,922+1,278.7% | Added |
| XTX Topco Ltd | 43,116 | $12.1M | 0.16% | +25,930+150.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 43,562 | $12.3M | 0.02% | −1,717−3.8% | Reduced |
| Whittier Trust Co | 40,238 | $12.3M | 0.12% | −213−0.5% | Reduced |
| Tredje AP-fonden | 43,620 | $12.3M | 0.06% | +12,530+40.3% | Added |
| Quantinno Capital Management LP | 43,839 | $12.3M | 0.01% | −2,677−5.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 46,399 | $13.1M | 0.11% | −1,151−2.4% | Reduced |
| Winmill & Co. Inc | 46,500 | $13.1M | 2.90% | 00.0% | Unchanged |
| Schroder Investment Management Group | 47,094 | $13.3M | 0.01% | +44,279+1,573.0% | Added |
| Trexquant Investment LP | 47,198 | $13.3M | 0.08% | +47,198 | New |
| Natixis Advisors, L.P. | 47,540 | $13.4M | 0.02% | +292+0.6% | Added |
| Truist Financial Corp | 50,282 | $14.2M | 0.02% | −153,966−75.4% | Reduced |
| State of Wisconsin Investment Board | 50,496 | $14.2M | 0.03% | −5,057−9.1% | Reduced |
| Jennison Associates LLC | 53,967 | $15.2M | 0.01% | −81,254−60.1% | Reduced |
| Teca Partners, LP | 54,438 | $15.3M | 13.18% | +4,360+8.7% | Added |
| Jain Global LLC | 54,840 | $15.4M | 0.18% | −47,368−46.3% | Reduced |
| Voya Investment Management LLC | 54,946 | $15.5M | 0.01% | −274,324−83.3% | Reduced |
| Thornburg Investment Management Inc | 54,967 | $15.5M | 0.15% | +17,957+48.5% | Added |
| Moore Capital Management, LP | 55,840 | $15.7M | 0.36% | +55,840 | New |
| Foster Victor Wealth Advisors, LLC | 52,447 | $16.9M | 0.89% | −22,284−29.8% | Reduced |
| Hiddenite Capital Partners LP | 60,000 | $16.9M | 4.15% | +60,000 | New |
| Royal London Asset Management Ltd | 63,710 | $17.9M | 0.03% | −1,255−1.9% | Reduced |
| Mawer Investment Management Ltd. | 64,243 | $18.1M | 0.12% | +15,520+31.9% | Added |
| Buckingham Strategic Partners | 64,443 | $18.2M | 0.15% | −4,372−6.4% | Reduced |
| Citigroup Inc | 65,397 | $18.4M | 0.01% | −63,200−49.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 66,000 | $18.6M | 0.03% | +66,000 | New |
| Family Wealth Partners, LLC | 69,073 | $19.5M | 5.97% | −2,458−3.4% | Reduced |
| Aviva PLC | 69,319 | $19.5M | 0.03% | +495+0.7% | Added |
| HSBC Holdings PLC | 70,358 | $19.8M | 0.01% | +26,562+60.6% | Added |
| State Board of Administration of Florida Retirement System | 70,284 | $19.8M | 0.03% | −1,660−2.3% | Reduced |
| Nomura Asset Management International Inc. | 71,153 | $20.0M | 0.03% | −257,721−78.4% | Reduced |
| Trillium Asset Management, LLC | 71,767 | $20.2M | 0.62% | −828−1.1% | Reduced |
| Ceredex Value Advisors LLC | 74,269 | $20.9M | 0.59% | −58,651−44.1% | Reduced |
| Russell Investments Group, Ltd. | 75,786 | $21.3M | 0.02% | +19,153+33.8% | Added |
| Standard Life Aberdeen plc | 75,862 | $21.4M | 0.03% | −22,582−22.9% | Reduced |
| Clarkston Capital Partners, LLC | 76,499 | $21.5M | 1.82% | −19,905−20.6% | Reduced |
| Wellington Management Group LLP | 77,866 | $21.9M | 0.00% | −64,271−45.2% | Reduced |
| Royal Bank of Canada | 84,257 | $23.7M | 0.00% | −73,572−46.6% | Reduced |
| Ensign Peak Advisors, Inc | 86,043 | $24.2M | 0.04% | +13,181+18.1% | Added |
| Champlain Investment Partners, LLC | 86,115 | $24.3M | 0.62% | −14,935−14.8% | Reduced |
| Cander Asset Management LP | 88,037 | $24.8M | 4.61% | −7,293−7.7% | Reduced |
| SummitTX Capital, L.P. | 89,812 | $25.3M | 0.67% | +71,346+386.4% | Added |
| Rhumbline Advisers | 92,497 | $26.1M | 0.02% | −8,568−8.5% | Reduced |
| Discovery Capital Management, LLC | 93,500 | $26.3M | 1.09% | +93,500 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 95,357 | $26.9M | 0.01% | +9,426+11.0% | Added |
| SEI Investments Co | 97,060 | $27.3M | 0.02% | −29,714−23.4% | Reduced |
| Danske Bank A/S | 97,361 | $27.4M | 0.05% | −2,279−2.3% | Reduced |
| Invesco Ltd. | 106,651 | $30.0M | 0.00% | −242,360−69.4% | Reduced |
| California Public Employees Retirement System | 107,383 | $30.2M | 0.02% | −35,905−25.1% | Reduced |
| Interval Partners, LP | 108,628 | $30.6M | 0.98% | +67,537+164.4% | Added |
| Schonfeld Strategic Advisors LLC | 109,073 | $30.7M | 0.16% | +19,311+21.5% | Added |
| Toronto Dominion Bank | 111,345 | $31.4M | 0.05% | +100,509+927.5% | Added |
| Bamco Inc | 114,224 | $32.2M | 0.05% | −7,554−6.2% | Reduced |
| HMI Capital Management, L.P. | 118,600 | $33.4M | 4.87% | +118,600 | New |
| Perpetual Ltd | 121,468 | $34.2M | 0.49% | +3,894+3.3% | Added |
| California State Teachers Retirement System | 121,799 | $34.3M | 0.03% | +4,423+3.8% | Added |
| Ameriprise Financial Inc | 124,822 | $35.2M | 0.01% | −139,911−52.8% | Reduced |
| Diamond Hill Capital Management Inc | 129,413 | $36.5M | 0.29% | −7,135−5.2% | Reduced |
| Brown Brothers Harriman & Co | 131,278 | $37.0M | 0.16% | −14,915−10.2% | Reduced |
| Franklin Resources Inc | 134,652 | $37.9M | 0.01% | −267,362−66.5% | Reduced |
| Solel Partners LP | 137,000 | $38.6M | 6.56% | +137,000 | New |
| Hudson Bay Capital Management LP | 138,214 | $38.9M | 0.18% | +2,890+2.1% | Added |
| Barclays PLC | 143,696 | $40.5M | 0.01% | +51,098+55.2% | Added |
| LPL Financial LLC | 146,208 | $41.2M | 0.01% | +4,090+2.9% | Added |
| Renaissance Technologies LLC | 151,660 | $42.7M | 0.06% | +31,120+25.8% | Added |
| Vanguard Asset Management, Ltd | 153,531 | $43.2M | 0.03% | +16,643+12.2% | Added |
| Alyeska Investment Group, L.P. | 155,023 | $43.7M | 0.11% | −415−0.3% | Reduced |
| Goldentree Asset Management LP | 155,495 | $43.7M | 2.54% | +155,495 | New |
| National Pension Service | 161,309 | $45.4M | 0.03% | +20,758+14.8% | Added |
| Balyasny Asset Management LLC | 161,641 | $45.5M | 0.08% | +161,641 | New |
| Stifel Financial Corp | 162,530 | $45.8M | 0.04% | −2,027−1.2% | Reduced |
| Amundi | 164,400 | $46.3M | 0.01% | +38,624+30.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 167,647 | $47.2M | 0.03% | +119+0.1% | Added |
| Freestone Grove Partners LP | 178,123 | $50.2M | 0.33% | +178,123 | New |
| Longaeva Partners L.P. | 186,650 | $52.6M | 1.52% | +186,650 | New |
| Gilder Gagnon Howe & Co LLC | 193,037 | $54.4M | 0.56% | −1,689−0.9% | Reduced |
| Capricorn Fund Managers Ltd | 194,812 | $54.9M | 4.39% | +194,812 | New |