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 |
|---|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 21,920 | $6.17M | 0.03% | −520−2.3% | Reduced |
| Winton Group Ltd | 21,878 | $6.16M | 0.20% | +20,842+2,011.8% | Added |
| Storebrand Asset Management AS | 21,681 | $6.11M | 0.02% | −272−1.2% | Reduced |
| Walleye Capital LLC | 21,524 | $6.06M | 0.03% | −5,855−21.4% | Reduced |
| Jones Financial Companies LLLP | 22,345 | $6.01M | 0.00% | +1,422+6.8% | Added |
| IFM Investors Pty Ltd | 20,812 | $5.86M | 0.04% | +1,561+8.1% | Added |
| Winthrop Advisory Group LLC | 19,758 | $5.57M | 0.37% | +93+0.5% | Added |
| Empowered Funds, LLC | 19,405 | $5.47M | 0.03% | −4,934−20.3% | Reduced |
| Brevan Howard Capital Management LP | 19,275 | $5.43M | 0.08% | +13,013+207.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,016 | $5.36M | 0.08% | +1,901+11.1% | Added |
| US Bancorp | 18,563 | $5.23M | 0.01% | −276−1.5% | Reduced |
| Reinhart Partners, Inc. | 18,559 | $5.23M | 0.12% | −1,192−6.0% | Reduced |
| Dark Forest Capital Management LP | 18,439 | $5.19M | 0.34% | +2,876+18.5% | Added |
| Cetera Investment Advisers | 18,019 | $5.08M | 0.00% | −1,492−7.6% | Reduced |
| SEB Asset Management AB | 17,757 | $5.00M | 0.02% | +1,047+6.3% | Added |
| Silvant Capital Management LLC | 17,188 | $4.84M | 0.14% | −2,072−10.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 16,998 | $4.79M | 0.04% | −1,138−6.3% | Reduced |
| Picton Mahoney Asset Management | 16,793 | $4.73M | 0.04% | −56,257−77.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,662 | $4.69M | 0.00% | −18,329−52.4% | Reduced |
| Freshford Capital Management, LLC | 16,624 | $4.68M | 1.60% | +16,624 | New |
| Knott David M Jr | 16,500 | $4.65M | 2.46% | 00.0% | Unchanged |
| DnB Asset Management AS | 16,477 | $4.64M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 16,124 | $4.54M | 0.01% | +1,762+12.3% | Added |
| MML Investors Services, LLC | 16,070 | $4.53M | 0.01% | +1,861+13.1% | Added |
| Primecap Management Co | 16,000 | $4.51M | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 16,043 | $4.50M | 0.01% | +685+4.5% | Added |
| Argent Capital Management LLC | 15,938 | $4.49M | 0.14% | −12,917−44.8% | Reduced |
| Blair William & Co | 15,924 | $4.49M | 0.01% | −1,246−7.3% | Reduced |
| Bell Asset Management Ltd | 15,700 | $4.42M | 1.18% | +2,046+15.0% | Added |
| Bank of Montreal | 15,429 | $4.35M | 0.00% | +701+4.8% | Added |
| Daiwa Securities Group Inc. | 15,337 | $4.32M | 0.01% | +1,589+11.6% | Added |
| Brant Point Investment Management LLC | 14,987 | $4.22M | 0.94% | −2,977−16.6% | Reduced |
| Creative Planning | 14,847 | $4.18M | 0.00% | +3,637+32.4% | Added |
| Janney Montgomery Scott LLC | 14,413 | $4.06M | 0.01% | −5,248−26.7% | Reduced |
| United Asset Strategies, Inc. | 14,409 | $4.06M | 0.29% | +642+4.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,288 | $4.02M | 0.01% | +13,044+1,048.6% | Added |
| Kerusso Capital Management LLC | 13,940 | $3.93M | 1.43% | +2,652+23.5% | Added |
| Xponance, Inc. | 13,798 | $3.89M | 0.02% | −5,165−27.2% | Reduced |
| CIBC Bancorp USA Inc. | 13,539 | $3.81M | 0.00% | +2,139+18.8% | Added |
| Commerce Bank | 13,172 | $3.71M | 0.02% | −775−5.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,973 | $3.65M | 0.03% | −67−0.5% | Reduced |
| KBC Group NV | 12,835 | $3.62M | 0.01% | −87−0.7% | Reduced |
| Squarepoint Ops LLC | 12,795 | $3.60M | 0.01% | −7,661−37.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,702 | $3.58M | 0.01% | −392−3.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,618 | $3.55M | 0.01% | +1,367+12.2% | Added |
| Atria Investments LLC | 12,538 | $3.53M | 0.04% | −1,822−12.7% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,320 | $3.47M | 0.03% | +1,008+8.9% | Added |
| HighTower Advisors, LLC | 12,255 | $3.45M | 0.00% | −993−7.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,181 | $3.43M | 0.02% | −2,325−16.0% | Reduced |
| Utah Retirement Systems | 12,154 | $3.42M | 0.03% | −800−6.2% | Reduced |
| Annex Advisory Services, LLC | 12,128 | $3.42M | 0.06% | +1,153+10.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 12,104 | $3.41M | 0.19% | −345−2.8% | Reduced |
| British Columbia Investment Management Corp | 12,021 | $3.39M | 0.02% | +990+9.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,011 | $3.38M | 0.03% | −244−2.0% | Reduced |
| Fifth Third Bancorp | 11,770 | $3.32M | 0.01% | −3,493−22.9% | Reduced |
| Gradient Investments LLC | 11,655 | $3.28M | 0.05% | +774+7.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,512 | $3.24M | 0.01% | −14−0.1% | Reduced |
| NewEdge Wealth, LLC | 11,476 | $3.23M | 0.03% | −1,438−11.1% | Reduced |
| Aigen Investment Management, LP | 11,395 | $3.21M | 0.88% | +11,395 | New |
| Oak Thistle LLC | 11,374 | $3.20M | 0.31% | +9,446+489.9% | Added |
| Oliver Luxxe Assets LLC | 11,152 | $3.14M | 0.46% | +650+6.2% | Added |
| Anchor Investment Management, LLC | 10,962 | $3.09M | 0.23% | +78+0.7% | Added |
| Nissay Asset Management Corp | 10,760 | $3.03M | 0.01% | +459+4.5% | Added |
| Cornerstone Wealth Management, LLC | 10,662 | $3.00M | 0.13% | −1,205−10.2% | Reduced |
| Summit Trail Advisors, LLC | 10,602 | $2.99M | 0.04% | +1,259+13.5% | Added |
| King Luther Capital Management Corp | 10,380 | $2.92M | 0.01% | +581+5.9% | Added |
| Impax Asset Management Group plc | 10,143 | $2.86M | 0.02% | +441+4.5% | Added |
| SG Americas Securities, LLC | 10,042 | $2.83M | 0.00% | +1,990+24.7% | Added |
| Retirement Capital Strategies | 10,041 | $2.83M | 0.98% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 9,995 | $2.82M | 0.15% | +798+8.7% | Added |
| CIBC World Markets Inc. | 9,907 | $2.79M | 0.00% | +3,027+44.0% | Added |
| Sanctuary Advisors, LLC | 9,902 | $2.79M | 0.01% | −1,584−13.8% | Reduced |
| CIBC Asset Management Inc | 9,766 | $2.75M | 0.01% | +5,554+131.9% | Added |
| Tudor Investment Corp Et Al | 9,632 | $2.71M | 0.01% | +9,632 | New |
| Commonwealth Equity Services, LLC | 9,446 | $2.66M | 0.00% | −114−1.2% | Reduced |
| Beacon Investment Advisors LLC | 9,231 | $2.60M | 0.82% | −60−0.6% | Reduced |
| Candriam Luxembourg S.C.A. | 9,210 | $2.59M | 0.01% | +1,915+26.3% | Added |
| DekaBank Deutsche Girozentrale | 8,718 | $2.58M | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,093 | $2.56M | 0.00% | +153+1.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,969 | $2.53M | 0.00% | +422+5.6% | Added |
| Greenleaf Trust | 8,942 | $2.52M | 0.02% | −146−1.6% | Reduced |
| OP Asset Management Ltd | 8,913 | $2.51M | 0.03% | +477+5.7% | Added |
| Nordea Investment Management AB | 8,754 | $2.46M | 0.00% | −14,749−62.8% | Reduced |
| Flynn Zito Capital Management, LLC | 8,666 | $2.44M | 0.66% | +5+0.1% | Added |
| Morningstar Investment Management LLC | 7,849 | $2.36M | 0.15% | 00.0% | Unchanged |
| Ostrum Asset Management | 8,173 | $2.30M | 0.11% | +2,507+44.2% | Added |
| TD Waterhouse Canada Inc. | 7,753 | $2.27M | 0.01% | −59,638−88.5% | Reduced |
| Avanza Fonder AB | 8,043 | $2.27M | 0.05% | 00.0% | Unchanged |
| Intercapital, LLC | 8,000 | $2.25M | 0.99% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 7,903 | $2.23M | 0.04% | +1,451+22.5% | Added |
| HB Wealth Management, LLC | 7,775 | $2.19M | 0.01% | −14−0.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 7,769 | $2.19M | 0.06% | +1,067+15.9% | Added |
| JustInvest LLC | 7,740 | $2.18M | 0.02% | −614−7.3% | Reduced |
| WealthPoint Financial, LLC | 7,625 | $2.15M | 1.57% | +1,265+19.9% | Added |
| Northwestern Mutual Wealth Management Co | 7,604 | $2.14M | 0.00% | −7,072−48.2% | Reduced |
| Public Employees Retirement Association of Colorado | 7,468 | $2.10M | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 7,444 | $2.10M | 0.04% | +770+11.5% | Added |
| Caldwell Trust Co | 7,428 | $2.09M | 0.17% | −405−5.2% | Reduced |
| HM Payson & Co | 7,405 | $2.09M | 0.03% | +25+0.3% | Added |
| Eagle Rock Investment Company, LLC | 7,370 | $2.08M | 0.26% | −10,530−58.8% | Reduced |