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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 42 | $11.8K | 0.00% | −1−2.3% | Reduced |
| Fortitude Family Office, LLC | 43 | $12.1K | 0.00% | −3−6.5% | Reduced |
| Fourth Dimension Wealth, LLC | 47 | $13.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $13.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 50 | $14.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 50 | $14.1K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 50 | $14.2K | 0.00% | −20−28.6% | Reduced |
| N.E.W. Advisory Services LLC | 54 | $15.2K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 61 | $17.0K | 0.00% | +17+38.6% | Added |
| Rossby Financial, LCC | 62 | $17.5K | 0.00% | −17−21.5% | Reduced |
| Pinnacle Bancorp, Inc. | 63 | $17.7K | 0.00% | 00.0% | Unchanged |
| Trust Co | 68 | $19.2K | 0.00% | +10+17.2% | Added |
| Crewe Advisors LLC | 68 | $19.2K | 0.00% | +68 | New |
| Osterweis Capital Management Inc | 70 | $19.7K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 74 | $20.8K | 0.00% | +23+45.1% | Added |
| Cetera Trust Company, N.A | 75 | $21.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 76 | $21.4K | 0.00% | −65−46.1% | Reduced |
| Salomon & Ludwin, LLC | 78 | $22.9K | 0.00% | +61+358.8% | Added |
| JFS Wealth Advisors, LLC | 83 | $23.4K | 0.00% | −7−7.8% | Reduced |
| Napier Financial, LLC | 83 | $23.4K | 0.00% | 00.0% | Unchanged |
| Regatta Research & Money Management | 83 | $23.4K | 0.02% | +83 | New |
| IAG Wealth Partners, LLC | 84 | $23.6K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 84 | $23.7K | 0.01% | −97−53.6% | Reduced |
| First Command Advisory Services, Inc. | 85 | $23.9K | 0.00% | +43+102.4% | Added |
| Millstone Evans Group, LLC | 87 | $24.5K | 0.01% | +38+77.6% | Added |
| Harbour Investments, Inc. | 96 | $27.1K | 0.00% | −4−4.0% | Reduced |
| Boreal Capital Management LLC | 100 | $28.2K | 0.02% | 00.0% | Unchanged |
| Clark Wealth Partners | 100 | $28.2K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $28.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 103 | $29.0K | 0.00% | −15−12.7% | Reduced |
| Leonteq Securities AG | 108 | $30.4K | 0.00% | +56+107.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $33.8K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 128 | $36.1K | 0.00% | +128 | New |
| Smithfield Trust Co | 127 | $37.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 132 | $37.2K | 0.00% | −4−2.9% | Reduced |
| Private Wealth Asset Management, LLC | 135 | $38.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 138 | $38.9K | 0.00% | −51−27.0% | Reduced |
| MCF Advisors LLC | 138 | $38.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 161 | $45.4K | 0.00% | −2−1.2% | Reduced |
| Bryn Mawr Trust Co | 176 | $49.6K | 0.00% | −4−2.2% | Reduced |
| Harbor Asset Planning, Inc. | 187 | $52.7K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 188 | $53.0K | 0.00% | +83+79.0% | Added |
| First Horizon Corp | 189 | $53.2K | 0.00% | −10−5.0% | Reduced |
| Entrust Financial LLC | 193 | $54.4K | 0.04% | 00.0% | Unchanged |
| Abound Financial, LLC | 193 | $54.5K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 209 | $58.9K | 0.00% | +209 | New |
| Covestor Ltd | 208 | $59.0K | 0.03% | +11+5.6% | Added |
| Y.D. More Investments Ltd | 210 | $59.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 216 | $60.9K | 0.00% | +14+6.9% | Added |
| Clearstead Advisors, LLC | 237 | $66.8K | 0.00% | −123−34.2% | Reduced |
| Ronald Blue Trust, Inc. | 266 | $74.9K | 0.00% | −26−8.9% | Reduced |
| Capital Analysts, LLC | 265 | $75.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 283 | $79.6K | 0.01% | −415−59.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 283 | $79.8K | 0.01% | +17+6.4% | Added |
| Stephenson National Bank & Trust | 286 | $80.6K | 0.02% | +286 | New |
| Umb Bank N A | 291 | $82.0K | 0.00% | −101−25.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 312 | $87.9K | 0.04% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 265 | $94.7K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 338 | $95.2K | 0.00% | +5+1.5% | Added |
| Ossiam | 344 | $96.9K | 0.00% | +258+300.0% | Added |
| Los Angeles Capital Management LLC | 361 | $101.7K | 0.00% | −1,789−83.2% | Reduced |
| Graney & King, LLC | 385 | $108.5K | 0.04% | +100+35.1% | Added |
| Smartleaf Asset Management LLC | 415 | $111.7K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 400 | $112.7K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 404 | $113.8K | 0.00% | +28+7.4% | Added |
| Quarry LP | 409 | $115.2K | 0.02% | −14−3.3% | Reduced |
| EverSource Wealth Advisors, LLC | 445 | $125.3K | 0.00% | −280−38.6% | Reduced |
| United Community Bank | 450 | $126.8K | 0.04% | +10+2.3% | Added |
| Penserra Capital Management LLC | 462 | $130.0K | 0.00% | +19+4.3% | Added |
| Financial Management Professionals, Inc. | 463 | $130.4K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 467 | $131.5K | 0.05% | 00.0% | Unchanged |
| WPG Advisers, LLC | 480 | $135.2K | 0.08% | +3+0.6% | Added |
| Elgethun Capital Management | 493 | $138.9K | 0.02% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 500 | $140.8K | 0.11% | 00.0% | Unchanged |
| PFA Pension, Forsikringsaktieselskab | 535 | $150.7K | 0.00% | −114,311−99.5% | Reduced |
| Simplex Trading, LLC | 539 | $151.8K | 0.00% | +539 | New |
| Walsh & Associates, LLC | 542 | $152.7K | 0.12% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 595 | $167.6K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $169.0K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 627 | $176.6K | 0.00% | +69+12.4% | Added |
| Peapack Gladstone Financial Corp | 710 | $200.0K | 0.00% | +710 | New |
| Crossmark Global Holdings, Inc. | 711 | $200.3K | 0.00% | +29+4.3% | Added |
| Connecticut Capital Management Group, LLC | 716 | $201.7K | 0.16% | +4+0.6% | Added |
| Fundamentun, LLC | 718 | $202.3K | 0.01% | −15−2.0% | Reduced |
| CTC Alternative Strategies, Ltd. | 720 | $202.8K | 0.29% | +720 | New |
| Golden State Wealth Management, LLC | 724 | $203.9K | 0.02% | +205+39.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 724 | $203.9K | 0.02% | +724 | New |
| OpenArc Corporate Advisory, LLC | 725 | $204.2K | 0.00% | +36+5.2% | Added |
| Waddell & Associates, LLC | 727 | $204.8K | 0.01% | −19−2.5% | Reduced |
| Level Four Advisory Services, LLC | 732 | $206.2K | 0.01% | +732 | New |
| Jacobi Capital Management LLC | 732 | $206.2K | 0.01% | +50+7.3% | Added |
| Centiva Capital, LP | 733 | $206.5K | 0.01% | +733 | New |
| Apollon Wealth Management, LLC | 745 | $209.9K | 0.00% | −294−28.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 748 | $211.0K | 0.05% | −5,838−88.6% | Reduced |
| Roberts Glore & Co Inc | 755 | $212.7K | 0.05% | −9−1.2% | Reduced |
| Summit Financial, LLC | 757 | $213.2K | 0.00% | +757 | New |
| Systematic Alpha Investments, LLC | 760 | $214.1K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 760 | $214.1K | 0.00% | −108−12.4% | Reduced |
| HBK Sorce Advisory LLC | 597 | $214.9K | 0.00% | +597 | New |
| Cigna Investments Inc | 765 | $216.0K | 0.03% | 00.0% | Unchanged |