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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 201,840 | $56.9M | 0.02% | +34,159+20.4% | Added |
| Nuveen, LLC | 205,383 | $57.9M | 0.01% | +39,565+23.9% | Added |
| Millennium Management LLC | 206,159 | $58.1M | 0.04% | −684,094−76.8% | Reduced |
| SCS Capital Management LLC | 213,511 | $60.1M | 0.57% | +198,350+1,308.3% | Added |
| Caisse de Depot Et Placement du Quebec | 231,867 | $65.3M | 0.09% | −132,893−36.4% | Reduced |
| Heron Bay Capital Management | 235,259 | $66.3M | 6.00% | −13,953−5.6% | Reduced |
| Coronation Fund Managers Ltd. | 249,962 | $70.4M | 2.69% | −40,481−13.9% | Reduced |
| Susquehanna International Group, LLP | 252,965 | $71.3M | 0.06% | +144,770+133.8% | Added |
| American Century Companies Inc | 282,638 | $79.6M | 0.04% | −205,151−42.1% | Reduced |
| Legal & General Group Plc | 283,459 | $79.8M | 0.02% | −3,610−1.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 289,000 | $81.4M | 0.11% | +225,000+351.6% | Added |
| Envestnet Asset Management Inc | 290,125 | $81.7M | 0.02% | −46,639−13.8% | Reduced |
| Prana Capital Management, LP | 318,896 | $89.8M | 2.74% | +71,773+29.0% | Added |
| First Pacific Advisors, LP | 321,244 | $90.5M | 1.12% | +620+0.2% | Added |
| Qube Research & Technologies Ltd | 344,500 | $97.0M | 0.11% | +344,500 | New |
| Fort Washington Investment Advisors Inc | 349,248 | $98.4M | 0.49% | +1,147+0.3% | Added |
| Bank of New York Mellon Corp | 350,265 | $98.7M | 0.02% | −33,574−8.7% | Reduced |
| JPMorgan Chase & Co | 392,561 | $105.7M | 0.01% | −398,169−50.4% | Reduced |
| APG Asset Management N.V. | 437,217 | $107.7M | 0.26% | −335,475−43.4% | Reduced |
| Fairview Capital Investment Management, LLC | 382,961 | $107.9M | 5.69% | −8,725−2.2% | Reduced |
| Wells Fargo & Company | 387,223 | $109.1M | 0.02% | −33,466−8.0% | Reduced |
| Castle Hook Partners LP | 406,916 | $114.6M | 1.23% | +406,916 | New |
| Victory Capital Management Inc | 443,434 | $124.9M | 0.07% | +37,622+9.3% | Added |
| Epoch Investment Partners, Inc. | 447,634 | $126.1M | 0.72% | +39,333+9.6% | Added |
| BNP Paribas Arbitrage, SA | 448,361 | $126.3M | 0.07% | +403,004+888.5% | Added |
| TD Asset Management Inc | 461,374 | $130.0M | 0.11% | −92,759−16.7% | Reduced |
| Holocene Advisors, LP | 462,479 | $130.3M | 0.30% | +44,832+10.7% | Added |
| Charles Schwab Investment Management Inc | 481,371 | $135.6M | 0.02% | +40,907+9.3% | Added |
| Point72 Asset Management, L.P. | 507,345 | $142.9M | 0.22% | +456,702+901.8% | Added |
| Northern Trust Corp | 508,634 | $143.3M | 0.02% | −16,812−3.2% | Reduced |
| Vanguard Fiduciary Trust Co | 510,067 | $143.7M | 0.03% | +1,773+0.3% | Added |
| Azora Capital LP | 525,867 | $148.1M | 6.24% | +98,529+23.1% | Added |
| Price T Rowe Associates Inc | 539,921 | $152.1M | 0.02% | +41,298+8.3% | Added |
| UBS Group AG | 540,254 | $152.2M | 0.02% | −113,629−17.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 559,951 | $157.7M | 1.20% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 578,032 | $162.8M | 0.03% | −13,634−2.3% | Reduced |
| Jane Street Group, LLC | 642,484 | $181.0M | 0.12% | +543,869+551.5% | Added |
| Citadel Advisors LLC | 642,765 | $181.1M | 0.10% | −280,706−30.4% | Reduced |
| Raymond James Financial Inc | 645,369 | $181.8M | 0.05% | −20,700−3.1% | Reduced |
| Assenagon Asset Management S.A. | 747,086 | $210.4M | 0.27% | +730,613+4,435.2% | Added |
| Westfield Capital Management Co LP | 793,061 | $223.4M | 0.73% | −88,445−10.0% | Reduced |
| Bank of America Corp | 815,663 | $229.8M | 0.01% | +12,235+1.5% | Added |
| Dimensional Fund Advisors LP | 820,595 | $231.1M | 0.04% | +4,228+0.5% | Added |
| Morgan Stanley | 861,982 | $242.8M | 0.01% | −421,683−32.8% | Reduced |
| Marshall Wace, LLP | 975,627 | $274.8M | 0.23% | +975,627 | New |
| FMR LLC | 981,391 | $276.4M | 0.01% | −316,299−24.4% | Reduced |
| Darlington Partners Capital Management, LP | 993,006 | $279.7M | 12.35% | +100,000+11.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,031,243 | $290.5M | 0.88% | −62,163−5.7% | Reduced |
| Van Eck Associates Corp | 1,048,344 | $295.3M | 0.18% | +45,367+4.5% | Added |
| Norges Bank | 1,054,523 | $297.0M | 0.03% | +1,054,523 | New |
| SurgoCap Partners LP | 1,063,218 | $299.5M | 9.68% | +42,379+4.2% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,219,099 | $343.4M | 2.10% | −830,868−40.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,434,522 | $404.1M | 1.26% | −245,568−14.6% | Reduced |
| Massachusetts Financial Services Co | 1,458,759 | $413.8M | 0.13% | −2,410,600−62.3% | Reduced |
| Alliancebernstein L.P. | 1,385,759 | $416.9M | 0.15% | −186,239−11.8% | Reduced |
| Geode Capital Management, LLC | 1,502,575 | $422.0M | 0.02% | −92,175−5.8% | Reduced |
| Goldman Sachs Group Inc | 1,695,954 | $477.7M | 0.05% | +1,335,148+370.0% | Added |
| WCM Investment Management, LLC | 1,810,058 | $487.3M | 0.88% | +75,663+4.4% | Added |
| State Street Corp | 1,934,239 | $544.8M | 0.02% | +70,973+3.8% | Added |
| Capital World Investors | 2,343,266 | $660.1M | 0.08% | +30,820+1.3% | Added |
| Samlyn Capital, LLC | 2,405,639 | $677.6M | 11.23% | +82,279+3.5% | Added |
| Principal Financial Group Inc | 2,684,964 | $756.3M | 0.37% | +48,420+1.8% | Added |
| Vanguard Capital Management LLC | 3,613,624 | $1.02B | 0.02% | +16,656+0.5% | Added |
| Vanguard Portfolio Management LLC | 3,832,005 | $1.08B | 0.05% | −19,973−0.5% | Reduced |
| Jupiter Topco LLC | 4,198,356 | $1.18B | 0.48% | +4,198,356 | New |
| Boston Partners | 4,250,828 | $1.20B | 1.07% | +119,330+2.9% | Added |
| Dodge & Cox | 4,578,679 | $1.29B | 0.68% | +432,132+10.4% | Added |
| BlackRock, Inc. | 4,732,991 | $1.33B | 0.02% | −241,264−4.9% | Reduced |
| Cantillon Capital Management LLC | 0 | $0 | 0.00% | −324,927−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −238,515−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −109,442−100.0% | Sold out |
| Lynwood Price Capital Management LP | 0 | $0 | 0.00% | −59,500−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −51,927−100.0% | Sold out |
| Munich Reinsurance Co Stock Corp in Munich | 0 | $0 | 0.00% | −37,605−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −28,398−100.0% | Sold out |
| 1248 Management, LLC | 0 | $0 | 0.00% | −13,873−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −13,611−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −6,018−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −5,717−100.0% | Sold out |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −5,575−100.0% | Sold out |
| Future Fund LLC | 0 | $0 | 0.00% | −5,210−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −5,198−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −5,147−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −4,251−100.0% | Sold out |
| AG2R la Mondiale Gestion D'Actifs | 0 | $0 | 0.00% | −4,043−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −3,384−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −3,171−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −3,067−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −2,595−100.0% | Sold out |
| Matrix Trust Co | 0 | $0 | 0.00% | −2,093−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −2,011−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,941−100.0% | Sold out |
| Potentia Wealth | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |