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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 779 | $219.3K | 0.04% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 782 | $220.3K | 0.03% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 786 | $221.4K | 0.01% | −15−1.9% | Reduced |
| Berger Financial Group, Inc | 797 | $224.6K | 0.01% | +48+6.4% | Added |
| Quent Capital, LLC | 808 | $227.5K | 0.01% | −26−3.1% | Reduced |
| RMB Capital Management, LLC | 814 | $229.4K | 0.00% | −56−6.4% | Reduced |
| StoneX Group Inc. | 824 | $229.8K | 0.01% | +824 | New |
| Dorsey & Whitney Trust CO LLC | 820 | $231.0K | 0.01% | +14+1.7% | Added |
| Personal Cfo Solutions, LLC | 830 | $233.7K | 0.03% | +21+2.6% | Added |
| Norden Group LLC | 841 | $236.9K | 0.02% | −56−6.2% | Reduced |
| Perennial Investment Advisors, LLC | 842 | $237.6K | 0.02% | −11−1.3% | Reduced |
| PCM Encore, LLC | 848 | $238.8K | 0.04% | −12−1.4% | Reduced |
| Legato Capital Management LLC | 849 | $239.1K | 0.02% | −319−27.3% | Reduced |
| GAMMA Investing LLC | 859 | $242.0K | 0.01% | +20+2.4% | Added |
| Spirepoint Private Client, LLC | 859 | $242.0K | 0.02% | −37−4.1% | Reduced |
| ZWJ Investment Counsel Inc | 864 | $243.4K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 867 | $244.0K | 0.03% | +1+0.1% | Added |
| IFG Advisory, LLC | 872 | $245.6K | 0.01% | +872 | New |
| Fidelis Capital Partners, LLC | 875 | $246.5K | 0.01% | −164−15.8% | Reduced |
| Vontobel Holding Ltd. | 887 | $249.8K | 0.00% | +44+5.2% | Added |
| TruNorth Capital Management, LLC | 891 | $251.0K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 899 | $253.2K | 0.03% | +899 | New |
| Mariner, LLC | 900 | $253.5K | 0.00% | −4,031−81.7% | Reduced |
| De Burlo Group Inc | 900 | $253.5K | 0.05% | −100−10.0% | Reduced |
| Wedbush Securities Inc | 902 | $254.0K | 0.01% | +902 | New |
| We Are One Seven, LLC | 914 | $257.3K | 0.00% | −46−4.8% | Reduced |
| Atom Investors LP | 916 | $258.0K | 0.02% | +916 | New |
| Everpar Advisors LLC | 921 | $259.4K | 0.07% | −85−8.4% | Reduced |
| Evergreen Capital Management LLC | 925 | $260.6K | 0.00% | −87−8.6% | Reduced |
| Sagespring Wealth Partners, LLC | 930 | $261.9K | 0.00% | −233−20.0% | Reduced |
| Coldstream Capital Management Inc | 931 | $262.2K | 0.00% | −182−16.4% | Reduced |
| Mather Group, LLC. | 939 | $264.5K | 0.00% | +23+2.5% | Added |
| Camden National Bank | 945 | $266.2K | 0.03% | −41−4.2% | Reduced |
| Oslo Pensjonsforsikring AS | 948 | $267.0K | 0.03% | +413+77.2% | Added |
| Bayesian Capital Management, LP | 962 | $271.0K | 0.17% | +962 | New |
| VestGen Advisors, LLC | 978 | $275.5K | 0.01% | −8−0.8% | Reduced |
| SRS Capital Advisors, Inc. | 978 | $275.5K | 0.00% | +833+574.5% | Added |
| Legacy Wealth Asset Management, LLC | 988 | $278.3K | 0.06% | +988 | New |
| WJ Wealth Management, LLC | 1,000 | $281.7K | 0.11% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,002 | $282.2K | 0.02% | +324+47.8% | Added |
| Institute for Wealth Management, LLC. | 1,025 | $288.7K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 987 | $289.5K | 0.02% | −51−4.9% | Reduced |
| Philip James Wealth Mangement, LLC | 1,041 | $293.3K | 0.03% | −401−27.8% | Reduced |
| Vision Retirement, LLC | 1,043 | $293.8K | 0.07% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,047 | $294.9K | 0.00% | +1,047 | New |
| Resources Investment Advisors, LLC. | 1,055 | $297.1K | 0.00% | −2,231−67.9% | Reduced |
| Perigon Wealth Management, LLC | 1,077 | $303.4K | 0.00% | −7−0.6% | Reduced |
| Thrive Wealth Management, LLC | 1,090 | $307.0K | 0.04% | −1−0.1% | Reduced |
| Veratis Advisors, Inc. | 1,100 | $309.8K | 0.22% | +1,100 | New |
| Baker Tilly Wealth Management, LLC | 1,111 | $312.9K | 0.07% | +162+17.1% | Added |
| Siemens Fonds Invest GmbH | 1,120 | $315.5K | 0.02% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 1,121 | $315.8K | 0.16% | +1,121 | New |
| Michael B. Yongue | 1,124 | $316.6K | 0.22% | +1,124 | New |
| Concorde Asset Management, LLC | 1,124 | $316.6K | 0.18% | −10−0.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,136 | $320.0K | 0.00% | −67−5.6% | Reduced |
| AlphaCore Capital LLC | 1,140 | $321.1K | 0.01% | +1,140 | New |
| Brighton Jones LLC | 1,141 | $321.4K | 0.01% | +43+3.9% | Added |
| Panagora Asset Management Inc | 1,150 | $323.9K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,153 | $324.8K | 0.01% | −1,841−61.5% | Reduced |
| Lido Advisors, LLC | 1,154 | $325.1K | 0.00% | −1,454−55.8% | Reduced |
| Old National Bancorp | 1,179 | $332.1K | 0.01% | −63−5.1% | Reduced |
| SFG Wealth Management, LLC. | 1,193 | $336.0K | 0.12% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 1,194 | $336.3K | 0.01% | −23−1.9% | Reduced |
| One Wealth Advisors, LLC | 1,197 | $337.2K | 0.04% | +12+1.0% | Added |
| Moody Lynn & Lieberson, LLC | 1,200 | $338.0K | 0.02% | −7−0.6% | Reduced |
| WP Advisors, LLC | 1,206 | $339.8K | 0.08% | +1,206 | New |
| RMR Wealth Builders | 1,214 | $342.0K | 0.02% | −62−4.9% | Reduced |
| Lifestyle Asset Management, Inc. | 1,224 | $344.8K | 0.09% | −16−1.3% | Reduced |
| Central Pacific Bank - Trust Division | 1,230 | $346.5K | 0.04% | +50+4.2% | Added |
| Marks Group Wealth Management, Inc | 1,231 | $346.7K | 0.03% | +149+13.8% | Added |
| Erste Asset Management GmbH | 1,290 | $347.3K | 0.00% | +44+3.5% | Added |
| Integrated Investment Consultants, LLC | 1,265 | $356.3K | 0.07% | −619−32.9% | Reduced |
| Huntington National Bank | 1,267 | $356.9K | 0.00% | +113+9.8% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,275 | $359.0K | 0.07% | +2+0.2% | Added |
| Signaturefd, LLC | 1,286 | $362.2K | 0.00% | +65+5.3% | Added |
| RiverGlades Family Offices LLC | 1,321 | $372.1K | 0.17% | +21+1.6% | Added |
| 111 Capital | 1,324 | $372.9K | 0.06% | +1,324 | New |
| Global Retirement Partners, LLC | 1,328 | $373.9K | 0.01% | +1,328 | New |
| Toroso Investments, LLC | 1,348 | $379.7K | 0.00% | −1,052−43.8% | Reduced |
| MONECO Advisors, LLC | 1,353 | $381.1K | 0.02% | −194−12.5% | Reduced |
| Frontier Capital Management Co LLC | 1,361 | $383.4K | 0.00% | +344+33.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,377 | $387.9K | 0.04% | −2−0.1% | Reduced |
| Legacy Financial Group LLC | 1,381 | $389.0K | 0.04% | 00.0% | Unchanged |
| Spahn Wealth & Retirement LLC | 1,386 | $390.4K | 0.25% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 1,391 | $391.8K | 0.11% | −686−33.0% | Reduced |
| Advisor Resource Council | 1,407 | $396.3K | 0.13% | +2+0.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,410 | $397.2K | 0.00% | −18,513−92.9% | Reduced |
| V-Square Quantitative Management LLC | 1,423 | $400.8K | 0.04% | +130+10.1% | Added |
| Wealth Alliance | 1,430 | $402.9K | 0.03% | −18−1.2% | Reduced |
| Foresight Global Investors, Inc. | 1,436 | $404.5K | 0.25% | −23−1.6% | Reduced |
| Prelude Capital Management, LLC | 1,484 | $418.0K | 0.03% | +1,484 | New |
| Pettee Investors, Inc. | 1,490 | $419.7K | 0.21% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,526 | $429.8K | 0.00% | −631−29.3% | Reduced |
| Pitcairn Wealth Advisors LLC | 1,563 | $440.3K | 0.05% | −55−3.4% | Reduced |
| Snowden Capital Advisors LLC | 1,565 | $440.8K | 0.01% | +175+12.6% | Added |
| Pennsylvania Capital Management Inc | 1,572 | $442.8K | 0.11% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 1,593 | $448.7K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,608 | $452.9K | 0.01% | −572−26.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 1,630 | $459.1K | 0.01% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,658 | $467.0K | 0.01% | 00.0% | Unchanged |