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 |
|---|---|---|---|---|---|
| Catalyst Funds Management Pty Ltd | 7,320 | $2.06M | 0.12% | −9,760−57.1% | Reduced |
| Mutual of America Capital Management LLC | 7,289 | $2.05M | 0.02% | +232+3.3% | Added |
| Credit Agricole S A | 7,243 | $2.04M | 0.01% | +154+2.2% | Added |
| Decatur Capital Management, Inc. | 7,227 | $2.04M | 0.69% | +7,227 | New |
| Robeco Institutional Asset Management B.V. | 7,163 | $2.02M | 0.00% | +1,370+23.6% | Added |
| Cerity Partners LLC | 6,916 | $1.95M | 0.00% | +181+2.7% | Added |
| Bridgewater Associates, LP | 6,900 | $1.94M | 0.01% | +6,900 | New |
| Illinois Municipal Retirement Fund | 6,893 | $1.94M | 0.02% | −7,379−51.7% | Reduced |
| Two Sigma Securities, LLC | 6,789 | $1.91M | 0.16% | +2,530+59.4% | Added |
| Baird Financial Group, Inc. | 6,767 | $1.91M | 0.00% | −453−6.3% | Reduced |
| Garrett Investment Advisors LLC | 6,679 | $1.88M | 0.14% | +762+12.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 6,624 | $1.87M | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 6,623 | $1.87M | 0.00% | +35+0.5% | Added |
| Dynasty Wealth Management, LLC | 6,598 | $1.86M | 0.01% | −1,550−19.0% | Reduced |
| Gateway Investment Advisers LLC | 6,591 | $1.86M | 0.02% | +4,571+226.3% | Added |
| TCW Group Inc | 6,419 | $1.81M | 0.01% | −3,691−36.5% | Reduced |
| Gulf International Bank (UK) Ltd | 6,095 | $1.72M | 0.03% | −99−1.6% | Reduced |
| Stance Capital LLC | 6,042 | $1.70M | 0.52% | +6,042 | New |
| 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 |
| TD Private Client Wealth LLC | 5,967 | $1.68M | 0.03% | −1,041−14.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,927 | $1.67M | 0.03% | +43+0.7% | Added |
| Sterling Group Wealth Management, LLC | 5,827 | $1.64M | 0.67% | −42−0.7% | Reduced |
| Oppenheimer Asset Management Inc. | 5,685 | $1.60M | 0.02% | +836+17.2% | Added |
| Crawford Investment Counsel Inc | 5,630 | $1.59M | 0.03% | +500+9.7% | Added |
| Saudi Central Bank | 5,613 | $1.58M | 0.02% | +2,659+90.0% | Added |
| Storgate, LLC | 5,586 | $1.57M | 0.33% | +3,956+242.7% | Added |
| Bessemer Group Inc | 5,452 | $1.53M | 0.00% | +519+10.5% | Added |
| Neuberger Berman Group LLC | 5,362 | $1.51M | 0.00% | −122,059−95.8% | Reduced |
| D L Carlson Investment Group Inc | 5,351 | $1.51M | 0.24% | +787+17.2% | Added |
| Ethic Inc. | 5,340 | $1.50M | 0.02% | +193+3.7% | Added |
| Quantitative Investment Management, LLC | 5,335 | $1.50M | 0.16% | +2,977+126.3% | Added |
| Twinbeech Capital LP | 5,320 | $1.50M | 0.27% | +5,320 | New |
| Dana Investment Advisors, Inc. | 5,313 | $1.50M | 0.04% | +162+3.1% | Added |
| Sovereign's Capital Management, LLC | 5,278 | $1.49M | 0.99% | −70−1.3% | Reduced |
| Knollwood Investment Advisory, LLC | 5,275 | $1.49M | 0.13% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 5,384 | $1.45M | 0.02% | +2,862+113.5% | Added |
| Investment Management Corp of Ontario | 5,102 | $1.44M | 0.02% | −640−11.1% | Reduced |
| Manufacturers Life Insurance Company, The | 5,055 | $1.42M | 0.00% | −5−0.1% | Reduced |
| Kentucky Retirement Systems | 5,030 | $1.42M | 0.04% | +5,030 | New |
| Tobam | 5,013 | $1.41M | 0.34% | −1,030−17.0% | Reduced |
| Fulton Bank, N.A. | 4,951 | $1.39M | 0.04% | −12−0.2% | Reduced |
| Bank of Nova Scotia | 4,914 | $1.38M | 0.00% | −791−13.9% | Reduced |
| Fideuram Asset Management (Ireland) dac | 4,643 | $1.38M | 0.03% | +4,643 | New |
| Independent Advisor Alliance | 4,839 | $1.36M | 0.03% | −196−3.9% | Reduced |
| M&T Bank Corp | 4,831 | $1.36M | 0.00% | −129−2.6% | Reduced |
| Lord, Abbett & Co. LLC | 4,819 | $1.36M | 0.00% | −7,881−62.1% | Reduced |
| Edgestream Partners, L.P. | 4,808 | $1.35M | 0.04% | +4,808 | New |
| Shepherd Financial Partners LLC | 4,755 | $1.34M | 0.11% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,730 | $1.33M | 0.01% | +108+2.3% | Added |
| Rockefeller Capital Management L.P. | 4,726 | $1.33M | 0.00% | −1,674−26.2% | Reduced |
| Allianz Asset Management GmbH | 4,696 | $1.32M | 0.00% | +918+24.3% | Added |
| National Bank of Canada | 4,621 | $1.30M | 0.00% | +543+13.3% | Added |
| Amalgamated Bank | 4,590 | $1.29M | 0.01% | −1,871−29.0% | Reduced |
| Abn Amro Investment Solutions | 4,570 | $1.29M | 0.01% | +1,136+33.1% | Added |
| Assetmark, Inc | 4,512 | $1.27M | 0.00% | +1,059+30.7% | Added |
| TownSquare Capital, LLC | 4,479 | $1.26M | 0.23% | +40+0.9% | Added |
| Presidio Capital Management, LLC | 4,478 | $1.26M | 0.32% | +5+0.1% | Added |
| Omers Administration Corp | 4,455 | $1.25M | 0.01% | +482+12.1% | Added |
| Campbell & CO Investment Adviser LLC | 4,298 | $1.21M | 0.06% | −1,868−30.3% | Reduced |
| Maryland State Retirement & Pension System | 4,296 | $1.21M | 0.02% | +423+10.9% | Added |
| TT International Asset Management LTD | 3,952 | $1.16M | 0.15% | −36−0.9% | Reduced |
| Allworth Financial LP | 4,107 | $1.16M | 0.00% | −2,396−36.8% | Reduced |
| Intech Investment Management LLC | 4,055 | $1.14M | 0.01% | +592+17.1% | Added |
| Vident Advisory, LLC | 3,865 | $1.09M | 0.01% | −248−6.0% | Reduced |
| Allstate Corp | 3,840 | $1.08M | 0.01% | −6,622−63.3% | Reduced |
| Mercer Global Advisors Inc | 3,835 | $1.08M | 0.00% | −1,456−27.5% | Reduced |
| Leelyn Smith, LLC | 3,764 | $1.06M | 0.13% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,739 | $1.05M | 0.04% | −1,088−22.5% | Reduced |
| Polar Asset Management Partners Inc. | 3,736 | $1.05M | 0.02% | −5,180−58.1% | Reduced |
| Third View Private Wealth, LLC | 3,732 | $1.05M | 0.13% | −908−19.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 3,685 | $1.04M | 0.32% | +1,070+40.9% | Added |
| Gsa Capital Partners LLP | 3,658 | $1.03M | 0.06% | +3,658 | New |
| RSM US Wealth Management LLC | 3,631 | $1.02M | 0.01% | −432−10.6% | Reduced |
| Vise Technologies, Inc. | 3,626 | $1.02M | 0.01% | −691−16.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,555 | $1.00M | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 3,552 | $1.00M | 0.00% | −33−0.9% | Reduced |
| Arq Wealth Advisors, LLC | 3,015 | $987.1K | 0.12% | −75−2.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,452 | $972.4K | 0.00% | +168+5.1% | Added |
| QRG Capital Management, Inc. | 3,445 | $970.3K | 0.01% | −151−4.2% | Reduced |
| Shelton Wealth Management, LLC | 3,436 | $967.9K | 0.38% | −236−6.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,433 | $965.1K | 0.01% | +3,433 | New |
| PEAK6 LLC | 3,370 | $949.3K | 0.02% | +150+4.7% | Added |
| Jefferies Financial Group Inc. | 3,256 | $917.1K | 0.01% | +3,256 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,252 | $916.0K | 0.01% | −3,532−52.1% | Reduced |
| Diversified Trust Co | 3,249 | $915.2K | 0.01% | −5,849−64.3% | Reduced |
| Aureus Asset Management, LLC | 3,234 | $911.0K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,131 | $881.9K | 0.02% | +3,086+6,857.8% | Added |
| Gabelli Funds LLC | 3,122 | $879.4K | 0.01% | +122+4.1% | Added |
| Fiduciary Trust Co | 3,040 | $856.3K | 0.01% | −326−9.7% | Reduced |
| Sequoia Financial Advisors, LLC | 2,986 | $841.1K | 0.00% | −105−3.4% | Reduced |
| Prospera Financial Services Inc | 2,939 | $827.8K | 0.01% | +90+3.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,924 | $823.6K | 0.00% | −106−3.5% | Reduced |
| Basswood Capital Management, L.L.C. | 2,921 | $822.8K | 0.04% | −27,285−90.3% | Reduced |
| E. Ohman J:or Asset Management AB | 2,916 | $821.4K | 0.02% | 00.0% | Unchanged |
| Stenger Family Office, LLC | 2,909 | $819.4K | 0.13% | −396−12.0% | Reduced |
| Yorktown Management & Research Co Inc | 2,850 | $802.8K | 0.49% | +750+35.7% | Added |
| Burney Co | 2,817 | $793.5K | 0.02% | −978−25.8% | Reduced |
| Ritholtz Wealth Management | 2,806 | $790.3K | 0.01% | −60−2.1% | Reduced |
| Brinker Capital Investments, LLC | 2,783 | $783.9K | 0.01% | −1,373−33.0% | Reduced |