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 |
|---|---|---|---|---|---|
| Leelyn Smith, LLC | 3,764 | $1.06M | 0.13% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 3,835 | $1.08M | 0.00% | −1,456−27.5% | Reduced |
| Allstate Corp | 3,840 | $1.08M | 0.01% | −6,622−63.3% | Reduced |
| Vident Advisory, LLC | 3,865 | $1.09M | 0.01% | −248−6.0% | Reduced |
| Intech Investment Management LLC | 4,055 | $1.14M | 0.01% | +592+17.1% | Added |
| Allworth Financial LP | 4,107 | $1.16M | 0.00% | −2,396−36.8% | Reduced |
| TT International Asset Management LTD | 3,952 | $1.16M | 0.15% | −36−0.9% | Reduced |
| Maryland State Retirement & Pension System | 4,296 | $1.21M | 0.02% | +423+10.9% | Added |
| Campbell & CO Investment Adviser LLC | 4,298 | $1.21M | 0.06% | −1,868−30.3% | Reduced |
| Omers Administration Corp | 4,455 | $1.25M | 0.01% | +482+12.1% | Added |
| Presidio Capital Management, LLC | 4,478 | $1.26M | 0.32% | +5+0.1% | Added |
| TownSquare Capital, LLC | 4,479 | $1.26M | 0.23% | +40+0.9% | Added |
| Assetmark, Inc | 4,512 | $1.27M | 0.00% | +1,059+30.7% | Added |
| Abn Amro Investment Solutions | 4,570 | $1.29M | 0.01% | +1,136+33.1% | Added |
| Amalgamated Bank | 4,590 | $1.29M | 0.01% | −1,871−29.0% | Reduced |
| National Bank of Canada | 4,621 | $1.30M | 0.00% | +543+13.3% | Added |
| Allianz Asset Management GmbH | 4,696 | $1.32M | 0.00% | +918+24.3% | Added |
| Rockefeller Capital Management L.P. | 4,726 | $1.33M | 0.00% | −1,674−26.2% | Reduced |
| Merit Financial Group, LLC | 4,730 | $1.33M | 0.01% | +108+2.3% | Added |
| Shepherd Financial Partners LLC | 4,755 | $1.34M | 0.11% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,808 | $1.35M | 0.04% | +4,808 | New |
| Lord, Abbett & Co. LLC | 4,819 | $1.36M | 0.00% | −7,881−62.1% | Reduced |
| M&T Bank Corp | 4,831 | $1.36M | 0.00% | −129−2.6% | Reduced |
| Independent Advisor Alliance | 4,839 | $1.36M | 0.03% | −196−3.9% | Reduced |
| Fideuram Asset Management (Ireland) dac | 4,643 | $1.38M | 0.03% | +4,643 | New |
| Bank of Nova Scotia | 4,914 | $1.38M | 0.00% | −791−13.9% | Reduced |
| Fulton Bank, N.A. | 4,951 | $1.39M | 0.04% | −12−0.2% | Reduced |
| Tobam | 5,013 | $1.41M | 0.34% | −1,030−17.0% | Reduced |
| Kentucky Retirement Systems | 5,030 | $1.42M | 0.04% | +5,030 | New |
| Manufacturers Life Insurance Company, The | 5,055 | $1.42M | 0.00% | −5−0.1% | Reduced |
| Investment Management Corp of Ontario | 5,102 | $1.44M | 0.02% | −640−11.1% | Reduced |
| Raiffeisen Bank International AG | 5,384 | $1.45M | 0.02% | +2,862+113.5% | Added |
| Knollwood Investment Advisory, LLC | 5,275 | $1.49M | 0.13% | 00.0% | Unchanged |
| Sovereign's Capital Management, LLC | 5,278 | $1.49M | 0.99% | −70−1.3% | Reduced |
| Dana Investment Advisors, Inc. | 5,313 | $1.50M | 0.04% | +162+3.1% | Added |
| Twinbeech Capital LP | 5,320 | $1.50M | 0.27% | +5,320 | New |
| Quantitative Investment Management, LLC | 5,335 | $1.50M | 0.16% | +2,977+126.3% | Added |
| Ethic Inc. | 5,340 | $1.50M | 0.02% | +193+3.7% | Added |
| D L Carlson Investment Group Inc | 5,351 | $1.51M | 0.24% | +787+17.2% | Added |
| Neuberger Berman Group LLC | 5,362 | $1.51M | 0.00% | −122,059−95.8% | Reduced |
| Bessemer Group Inc | 5,452 | $1.53M | 0.00% | +519+10.5% | Added |
| Storgate, LLC | 5,586 | $1.57M | 0.33% | +3,956+242.7% | Added |
| Saudi Central Bank | 5,613 | $1.58M | 0.02% | +2,659+90.0% | Added |
| Crawford Investment Counsel Inc | 5,630 | $1.59M | 0.03% | +500+9.7% | Added |
| Oppenheimer Asset Management Inc. | 5,685 | $1.60M | 0.02% | +836+17.2% | Added |
| Sterling Group Wealth Management, LLC | 5,827 | $1.64M | 0.67% | −42−0.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,927 | $1.67M | 0.03% | +43+0.7% | Added |
| TD Private Client Wealth LLC | 5,967 | $1.68M | 0.03% | −1,041−14.9% | Reduced |
| Fremen Capital Management LP | 6,002 | $1.69M | 1.48% | −5,076−45.8% | Reduced |
| James Investment Research Inc | 6,002 | $1.69M | 0.17% | −184−3.0% | Reduced |
| Stance Capital LLC | 6,042 | $1.70M | 0.52% | +6,042 | New |
| Gulf International Bank (UK) Ltd | 6,095 | $1.72M | 0.03% | −99−1.6% | Reduced |
| TCW Group Inc | 6,419 | $1.81M | 0.01% | −3,691−36.5% | Reduced |
| Gateway Investment Advisers LLC | 6,591 | $1.86M | 0.02% | +4,571+226.3% | Added |
| Dynasty Wealth Management, LLC | 6,598 | $1.86M | 0.01% | −1,550−19.0% | Reduced |
| Mackenzie Financial Corp | 6,623 | $1.87M | 0.00% | +35+0.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 6,624 | $1.87M | 0.01% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 6,679 | $1.88M | 0.14% | +762+12.9% | Added |
| Baird Financial Group, Inc. | 6,767 | $1.91M | 0.00% | −453−6.3% | Reduced |
| Two Sigma Securities, LLC | 6,789 | $1.91M | 0.16% | +2,530+59.4% | Added |
| Illinois Municipal Retirement Fund | 6,893 | $1.94M | 0.02% | −7,379−51.7% | Reduced |
| Bridgewater Associates, LP | 6,900 | $1.94M | 0.01% | +6,900 | New |
| Cerity Partners LLC | 6,916 | $1.95M | 0.00% | +181+2.7% | Added |
| Robeco Institutional Asset Management B.V. | 7,163 | $2.02M | 0.00% | +1,370+23.6% | Added |
| Decatur Capital Management, Inc. | 7,227 | $2.04M | 0.69% | +7,227 | New |
| Credit Agricole S A | 7,243 | $2.04M | 0.01% | +154+2.2% | Added |
| Mutual of America Capital Management LLC | 7,289 | $2.05M | 0.02% | +232+3.3% | Added |
| Catalyst Funds Management Pty Ltd | 7,320 | $2.06M | 0.12% | −9,760−57.1% | Reduced |
| Eagle Rock Investment Company, LLC | 7,370 | $2.08M | 0.26% | −10,530−58.8% | Reduced |
| HM Payson & Co | 7,405 | $2.09M | 0.03% | +25+0.3% | Added |
| Caldwell Trust Co | 7,428 | $2.09M | 0.17% | −405−5.2% | Reduced |
| Callan Family Office, LLC | 7,444 | $2.10M | 0.04% | +770+11.5% | Added |
| Public Employees Retirement Association of Colorado | 7,468 | $2.10M | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,604 | $2.14M | 0.00% | −7,072−48.2% | Reduced |
| WealthPoint Financial, LLC | 7,625 | $2.15M | 1.57% | +1,265+19.9% | Added |
| JustInvest LLC | 7,740 | $2.18M | 0.02% | −614−7.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 7,769 | $2.19M | 0.06% | +1,067+15.9% | Added |
| HB Wealth Management, LLC | 7,775 | $2.19M | 0.01% | −14−0.2% | Reduced |
| Sterling Capital Management LLC | 7,903 | $2.23M | 0.04% | +1,451+22.5% | Added |
| Intercapital, LLC | 8,000 | $2.25M | 0.99% | 00.0% | Unchanged |
| Avanza Fonder AB | 8,043 | $2.27M | 0.05% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7,753 | $2.27M | 0.01% | −59,638−88.5% | Reduced |
| Ostrum Asset Management | 8,173 | $2.30M | 0.11% | +2,507+44.2% | Added |
| Morningstar Investment Management LLC | 7,849 | $2.36M | 0.15% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 8,666 | $2.44M | 0.66% | +5+0.1% | Added |
| Nordea Investment Management AB | 8,754 | $2.46M | 0.00% | −14,749−62.8% | Reduced |
| OP Asset Management Ltd | 8,913 | $2.51M | 0.03% | +477+5.7% | Added |
| Greenleaf Trust | 8,942 | $2.52M | 0.02% | −146−1.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,969 | $2.53M | 0.00% | +422+5.6% | Added |
| The PNC Financial Services Group, Inc. | 9,093 | $2.56M | 0.00% | +153+1.7% | Added |
| DekaBank Deutsche Girozentrale | 8,718 | $2.58M | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 9,210 | $2.59M | 0.01% | +1,915+26.3% | Added |
| Beacon Investment Advisors LLC | 9,231 | $2.60M | 0.82% | −60−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 9,446 | $2.66M | 0.00% | −114−1.2% | Reduced |
| Tudor Investment Corp Et Al | 9,632 | $2.71M | 0.01% | +9,632 | New |
| CIBC Asset Management Inc | 9,766 | $2.75M | 0.01% | +5,554+131.9% | Added |
| Sanctuary Advisors, LLC | 9,902 | $2.79M | 0.01% | −1,584−13.8% | Reduced |
| CIBC World Markets Inc. | 9,907 | $2.79M | 0.00% | +3,027+44.0% | Added |
| Segment Wealth Management, LLC | 9,995 | $2.82M | 0.15% | +798+8.7% | Added |
| Retirement Capital Strategies | 10,041 | $2.83M | 0.98% | 00.0% | Unchanged |