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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.

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Q3 2026 vs. Q2 2026

How the institutions holding LPL Financial Holdings Inc. changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of LPLA: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders76876080
Shares82.9M82.9M16.5K−982 (−5.6%)
Value$23.3B$23.3B$5.04M+$121.4K (+2.5%)

760 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (0)

Institutions that held LPL Financial Holdings Inc. at the end of Q3 2026 but not at the end of Q2 2026.

None.

Sold out (0)

Institutions that held LPL Financial Holdings Inc. at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (760)

Institutions that held LPL Financial Holdings Inc. at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 760 by value.

Institutions holding LPLA in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
BlackRock, Inc.4,732,991$1.33B
Dodge & Cox4,578,679$1.29B
Boston Partners4,250,828$1.20B
Jupiter Topco LLC4,198,356$1.18B
Vanguard Portfolio Management LLC3,832,005$1.08B
Vanguard Capital Management LLC3,613,624$1.02B
Principal Financial Group Inc2,684,964$756.3M
Samlyn Capital, LLC2,405,639$677.6M
Capital World Investors2,343,266$660.1M
State Street Corp1,934,239$544.8M
WCM Investment Management, LLC1,810,058$487.3M
Goldman Sachs Group Inc1,695,954$477.7M
Geode Capital Management, LLC1,502,575$422.0M
Alliancebernstein L.P.1,385,759$416.9M
Massachusetts Financial Services Co1,458,759$413.8M
Kayne Anderson Rudnick Investment Management LLC1,434,522$404.1M
Lone Pine Capital LLCSuperinvestorLone Pine Capital1,219,099$343.4M
SurgoCap Partners LP1,063,218$299.5M
Norges Bank1,054,523$297.0M
Van Eck Associates Corp1,048,344$295.3M
Barrow Hanley Mewhinney & Strauss LLC1,031,243$290.5M
Darlington Partners Capital Management, LP993,006$279.7M
FMR LLC981,391$276.4M
Marshall Wace, LLP975,627$274.8M
Morgan Stanley861,982$242.8M
Dimensional Fund Advisors LP820,595$231.1M
Bank of America Corp815,663$229.8M
Westfield Capital Management Co LP793,061$223.4M
Assenagon Asset Management S.A.747,086$210.4M
Raymond James Financial Inc645,369$181.8M
Citadel Advisors LLC642,765$181.1M
Jane Street Group, LLC642,484$181.0M
UBS Asset Management Americas Inc578,032$162.8M
Markel Group Inc.SuperinvestorMarkel Group559,951$157.7M
UBS Group AG540,254$152.2M
Price T Rowe Associates Inc539,921$152.1M
Azora Capital LP525,867$148.1M
Vanguard Fiduciary Trust Co510,067$143.7M
Northern Trust Corp508,634$143.3M
Point72 Asset Management, L.P.507,345$142.9M
Charles Schwab Investment Management Inc481,371$135.6M
Holocene Advisors, LP462,479$130.3M
TD Asset Management Inc461,374$130.0M
BNP Paribas Arbitrage, SA448,361$126.3M
Epoch Investment Partners, Inc.447,634$126.1M
Victory Capital Management Inc443,434$124.9M
Castle Hook Partners LP406,916$114.6M
Wells Fargo & Company387,223$109.1M
Fairview Capital Investment Management, LLC382,961$107.9M
APG Asset Management N.V.437,217$107.7M
JPMorgan Chase & Co392,561$105.7M
Bank of New York Mellon Corp350,265$98.7M
Fort Washington Investment Advisors Inc349,248$98.4M
Qube Research & Technologies Ltd344,500$97.0M
First Pacific Advisors, LP321,244$90.5M
Prana Capital Management, LP318,896$89.8M
Envestnet Asset Management Inc290,125$81.7M
Adage Capital Partners GP, L.L.C.289,000$81.4M
Legal & General Group Plc283,459$79.8M
American Century Companies Inc282,638$79.6M
Susquehanna International Group, LLP252,965$71.3M
Coronation Fund Managers Ltd.249,962$70.4M
Heron Bay Capital Management235,259$66.3M
Caisse de Depot Et Placement du Quebec231,867$65.3M
SCS Capital Management LLC213,511$60.1M
Millennium Management LLC206,159$58.1M
Nuveen, LLC205,383$57.9M
Deutsche Bank AG201,840$56.9M
Capricorn Fund Managers Ltd194,812$54.9M
Gilder Gagnon Howe & Co LLC193,037$54.4M
Longaeva Partners L.P.186,650$52.6M
Freestone Grove Partners LP178,123$50.2M
Sumitomo Mitsui Trust Holdings, Inc.167,647$47.2M
Amundi164,400$46.3M
Stifel Financial Corp162,530$45.8M
Balyasny Asset Management LLC161,641$45.5M
National Pension Service161,309$45.4M
Goldentree Asset Management LP155,495$43.7M
Alyeska Investment Group, L.P.155,023$43.7M
Vanguard Asset Management, Ltd153,531$43.2M
Renaissance Technologies LLC151,660$42.7M
LPL Financial LLC146,208$41.2M
Barclays PLC143,696$40.5M
Hudson Bay Capital Management LP138,214$38.9M
Solel Partners LP137,000$38.6M
Franklin Resources Inc134,652$37.9M
Brown Brothers Harriman & Co131,278$37.0M
Diamond Hill Capital Management Inc129,413$36.5M
Ameriprise Financial Inc124,822$35.2M
California State Teachers Retirement System121,799$34.3M
Perpetual Ltd121,468$34.2M
HMI Capital Management, L.P.118,600$33.4M
Bamco Inc114,224$32.2M
Toronto Dominion Bank111,345$31.4M
Schonfeld Strategic Advisors LLC109,073$30.7M
Interval Partners, LP108,628$30.6M
California Public Employees Retirement System107,383$30.2M
Invesco Ltd.106,651$30.0M
Danske Bank A/S97,361$27.4M
SEI Investments Co97,060$27.3M