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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 95,357 | $26.9M | 0.01% | +9,426+11.0% | Added |
| Discovery Capital Management, LLC | 93,500 | $26.3M | 1.09% | +93,500 | New |
| Rhumbline Advisers | 92,497 | $26.1M | 0.02% | −8,568−8.5% | Reduced |
| SummitTX Capital, L.P. | 89,812 | $25.3M | 0.67% | +71,346+386.4% | Added |
| Cander Asset Management LP | 88,037 | $24.8M | 4.61% | −7,293−7.7% | Reduced |
| Champlain Investment Partners, LLC | 86,115 | $24.3M | 0.62% | −14,935−14.8% | Reduced |
| Ensign Peak Advisors, Inc | 86,043 | $24.2M | 0.04% | +13,181+18.1% | Added |
| Royal Bank of Canada | 84,257 | $23.7M | 0.00% | −73,572−46.6% | Reduced |
| Wellington Management Group LLP | 77,866 | $21.9M | 0.00% | −64,271−45.2% | Reduced |
| Clarkston Capital Partners, LLC | 76,499 | $21.5M | 1.82% | −19,905−20.6% | Reduced |
| Standard Life Aberdeen plc | 75,862 | $21.4M | 0.03% | −22,582−22.9% | Reduced |
| Russell Investments Group, Ltd. | 75,786 | $21.3M | 0.02% | +19,153+33.8% | Added |
| Ceredex Value Advisors LLC | 74,269 | $20.9M | 0.59% | −58,651−44.1% | Reduced |
| Trillium Asset Management, LLC | 71,767 | $20.2M | 0.62% | −828−1.1% | Reduced |
| Nomura Asset Management International Inc. | 71,153 | $20.0M | 0.03% | −257,721−78.4% | Reduced |
| State Board of Administration of Florida Retirement System | 70,284 | $19.8M | 0.03% | −1,660−2.3% | Reduced |
| HSBC Holdings PLC | 70,358 | $19.8M | 0.01% | +26,562+60.6% | Added |
| Aviva PLC | 69,319 | $19.5M | 0.03% | +495+0.7% | Added |
| Family Wealth Partners, LLC | 69,073 | $19.5M | 5.97% | −2,458−3.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 66,000 | $18.6M | 0.03% | +66,000 | New |
| Citigroup Inc | 65,397 | $18.4M | 0.01% | −63,200−49.1% | Reduced |
| Buckingham Strategic Partners | 64,443 | $18.2M | 0.15% | −4,372−6.4% | Reduced |
| Mawer Investment Management Ltd. | 64,243 | $18.1M | 0.12% | +15,520+31.9% | Added |
| Royal London Asset Management Ltd | 63,710 | $17.9M | 0.03% | −1,255−1.9% | Reduced |
| Hiddenite Capital Partners LP | 60,000 | $16.9M | 4.15% | +60,000 | New |
| Foster Victor Wealth Advisors, LLC | 52,447 | $16.9M | 0.89% | −22,284−29.8% | Reduced |
| Moore Capital Management, LP | 55,840 | $15.7M | 0.36% | +55,840 | New |
| Thornburg Investment Management Inc | 54,967 | $15.5M | 0.15% | +17,957+48.5% | Added |
| Voya Investment Management LLC | 54,946 | $15.5M | 0.01% | −274,324−83.3% | Reduced |
| Jain Global LLC | 54,840 | $15.4M | 0.18% | −47,368−46.3% | Reduced |
| Teca Partners, LP | 54,438 | $15.3M | 13.18% | +4,360+8.7% | Added |
| Jennison Associates LLC | 53,967 | $15.2M | 0.01% | −81,254−60.1% | Reduced |
| State of Wisconsin Investment Board | 50,496 | $14.2M | 0.03% | −5,057−9.1% | Reduced |
| Truist Financial Corp | 50,282 | $14.2M | 0.02% | −153,966−75.4% | Reduced |
| Natixis Advisors, L.P. | 47,540 | $13.4M | 0.02% | +292+0.6% | Added |
| Trexquant Investment LP | 47,198 | $13.3M | 0.08% | +47,198 | New |
| Schroder Investment Management Group | 47,094 | $13.3M | 0.01% | +44,279+1,573.0% | Added |
| Winmill & Co. Inc | 46,500 | $13.1M | 2.90% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 46,399 | $13.1M | 0.11% | −1,151−2.4% | Reduced |
| Quantinno Capital Management LP | 43,839 | $12.3M | 0.01% | −2,677−5.8% | Reduced |
| Tredje AP-fonden | 43,620 | $12.3M | 0.06% | +12,530+40.3% | Added |
| Whittier Trust Co | 40,238 | $12.3M | 0.12% | −213−0.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 43,562 | $12.3M | 0.02% | −1,717−3.8% | Reduced |
| XTX Topco Ltd | 43,116 | $12.1M | 0.16% | +25,930+150.9% | Added |
| Woodline Partners LP | 43,044 | $12.1M | 0.04% | +39,922+1,278.7% | Added |
| New York State Common Retirement Fund | 40,441 | $11.4M | 0.01% | −3,200−7.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 40,371 | $11.4M | 0.03% | +718+1.8% | Added |
| LRZ Capital LLC | 39,710 | $11.2M | 5.67% | −5,240−11.7% | Reduced |
| Pictet Asset Management Holding SA | 39,492 | $11.1M | 0.01% | −338−0.8% | Reduced |
| Vanguard Global Advisers, LLC | 38,530 | $10.9M | 0.01% | −1,166−2.9% | Reduced |
| Aquatic Capital Management LLC | 37,707 | $10.6M | 0.36% | +37,707 | New |
| KR Capital LP | 37,449 | $10.5M | 1.05% | +20,793+124.8% | Added |
| Gillson Capital LP | 37,280 | $10.5M | 0.62% | +15,280+69.5% | Added |
| Korea Investment CORP | 36,812 | $10.4M | 0.02% | +5,599+17.9% | Added |
| Foyston, Gordon, & Payne Inc | 36,282 | $10.3M | 2.20% | +7,558+26.3% | Added |
| Logan Capital Management Inc | 35,802 | $10.1M | 0.38% | +35,802 | New |
| Mitsubishi UFJ Trust & Banking Corp | 35,646 | $10.0M | 0.02% | +1,217+3.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,397 | $9.97M | 0.02% | −1,456−4.0% | Reduced |
| Man Group plc | 35,153 | $9.90M | 0.02% | +23,332+197.4% | Added |
| AQR Capital Management LLC | 34,500 | $9.65M | 0.00% | +1,575+4.8% | Added |
| Treasurer of the State of North Carolina | 34,094 | $9.60M | 0.02% | −20−0.1% | Reduced |
| KLP Kapitalforvaltning AS | 33,780 | $9.52M | 0.03% | +2,480+7.9% | Added |
| Pathstone Holdings, LLC | 33,523 | $9.44M | 0.03% | −461−1.4% | Reduced |
| Jump Financial, LLC | 31,613 | $8.90M | 0.08% | +31,613 | New |
| CI Private Wealth, LLC | 30,811 | $8.68M | 0.01% | −1,751−5.4% | Reduced |
| Asset Management One Co.,Ltd. | 30,179 | $8.50M | 0.02% | +603+2.0% | Added |
| FJ Capital Management LLC | 29,967 | $8.44M | 1.10% | +29,967 | New |
| Nykredit A/S | 29,959 | $8.44M | 0.03% | +29,959 | New |
| Lighthouse Investment Partners, LLC | 29,300 | $8.25M | 0.26% | +18,171+163.3% | Added |
| La Banque Postale Asset Management SA | 29,215 | $8.23M | 0.08% | −8,390−22.3% | Reduced |
| Kennedy Capital Management, Inc. | 28,941 | $8.15M | 0.14% | +8,765+43.4% | Added |
| ArrowMark Colorado Holdings LLC | 28,835 | $8.12M | 0.34% | 00.0% | Unchanged |
| KWB Wealth | 28,751 | $8.10M | 0.69% | +127+0.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 28,441 | $8.01M | 0.88% | +11,963+72.6% | Added |
| Icon Advisers Inc | 28,348 | $7.99M | 1.50% | −400−1.4% | Reduced |
| Tran Capital Management, L.P. | 28,177 | $7.94M | 0.91% | +26,329+1,424.7% | Added |
| Private Advisor Group, LLC | 28,000 | $7.89M | 0.04% | −192−0.7% | Reduced |
| Iridian Asset Management LLC | 27,247 | $7.67M | 2.64% | +7,729+39.6% | Added |
| Swedbank AB | 26,561 | $7.48M | 0.01% | −31,787−54.5% | Reduced |
| State of New Jersey Common Pension Fund D | 26,493 | $7.46M | 0.03% | −805−2.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,484 | $7.46M | 0.15% | +26,484 | New |
| GW&K Investment Management, LLC | 26,319 | $7.41M | 0.06% | −745−2.8% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 26,265 | $7.40M | 0.67% | +224+0.9% | Added |
| Handelsbanken Fonder AB | 25,861 | $7.29M | 0.02% | +3,280+14.5% | Added |
| First Trust Advisors LP | 25,722 | $7.25M | 0.00% | −67,829−72.5% | Reduced |
| Nomura Asset Management Co Ltd | 25,625 | $7.22M | 0.02% | −136−0.5% | Reduced |
| Heights Point Management, LP | 24,897 | $7.01M | 5.58% | +24,897 | New |
| EFG International AG | 24,793 | $6.98M | 0.13% | +4,059+19.6% | Added |
| LTS One Management LP | 24,500 | $6.90M | 2.89% | −10,100−29.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 24,210 | $6.82M | 0.03% | −158−0.6% | Reduced |
| Public Employees Retirement System of Ohio | 23,767 | $6.69M | 0.02% | −455−1.9% | Reduced |
| Captrust Financial Advisors | 23,565 | $6.64M | 0.01% | −9,609−29.0% | Reduced |
| Great West Life Assurance Co | 23,358 | $6.57M | 0.01% | −397−1.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 23,042 | $6.49M | 0.05% | −7,700−25.0% | Reduced |
| Arizona State Retirement System | 22,991 | $6.48M | 0.03% | +1,243+5.7% | Added |
| Swiss Life Asset Management Ltd | 22,931 | $6.46M | 0.03% | +8,818+62.5% | Added |
| Resona Asset Management Co.,Ltd. | 23,043 | $6.44M | 0.03% | −1,283−5.3% | Reduced |
| Karl Kapital LLC | 22,675 | $6.39M | 3.80% | +4,681+26.0% | Added |
| BW Gestao de Investimentos Ltda. | 22,341 | $6.29M | 0.15% | +22,341 | New |
| Whittier Trust Co of Nevada Inc | 20,373 | $6.27M | 0.12% | −495−2.4% | Reduced |