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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 2,779 | $783.0K | 0.00% | +68+2.5% | Added |
| Union Bancaire Privee, UBP SA | 2,820 | $757.9K | 0.01% | +157+5.9% | Added |
| Vestcor Inc | 2,689 | $757.0K | 0.02% | 00.0% | Unchanged |
| LMR Partners LLP | 2,655 | $747.9K | 0.01% | +2,655 | New |
| Concurrent Investment Advisors, LLC | 2,622 | $738.6K | 0.01% | +749+40.0% | Added |
| Parallel Advisors, LLC | 2,615 | $736.6K | 0.01% | −96−3.5% | Reduced |
| Farther Finance Advisors, LLC | 2,597 | $731.2K | 0.01% | +64+2.5% | Added |
| Prudential Financial Inc | 2,596 | $731.2K | 0.00% | +785+43.3% | Added |
| Principal Securities, Inc. | 2,594 | $730.7K | 0.01% | −187−6.7% | Reduced |
| Generali Asset Management SPA SGR | 2,588 | $729.0K | 0.01% | −783−23.2% | Reduced |
| Fieldview Capital Management, LLC | 2,577 | $725.9K | 0.21% | −348−11.9% | Reduced |
| GWM Advisors LLC | 2,531 | $713.0K | 0.00% | −975−27.8% | Reduced |
| 2Xideas AG | 2,524 | $711.0K | 0.31% | −8,629−77.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 2,508 | $706.5K | 0.11% | −10.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,408 | $706.2K | 0.00% | −106−4.2% | Reduced |
| Dockside LLC | 2,452 | $690.7K | 0.16% | +2,452 | New |
| MetLife Investment Management | 2,426 | $683.4K | 0.00% | −2,477−50.5% | Reduced |
| Fox Run Management, L.L.C. | 2,411 | $679.1K | 0.11% | +2,411 | New |
| North Dakota State Investment Board | 2,369 | $667.3K | 0.03% | +66+2.9% | Added |
| Hallmark Capital Management Inc | 2,333 | $657.2K | 0.04% | +130+5.9% | Added |
| Davenport & Co LLC | 2,328 | $655.8K | 0.00% | +41+1.8% | Added |
| Macquarie Group Ltd | 2,324 | $654.6K | 0.00% | −181−7.2% | Reduced |
| Warren Averett Asset Management, LLC | 2,299 | $647.6K | 0.00% | −441−16.1% | Reduced |
| Root Financial Partners, LLC | 2,284 | $643.4K | 0.02% | +5+0.2% | Added |
| London Co of Virginia | 2,270 | $639.4K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 2,266 | $638.3K | 0.06% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 2,250 | $633.8K | 0.07% | +248+12.4% | Added |
| Kestra Advisory Services, LLC | 2,240 | $631.0K | 0.00% | −258−10.3% | Reduced |
| Hohimer Wealth Management, LLC | 2,211 | $622.7K | 0.06% | +88+4.1% | Added |
| Wealthfront Advisers LLC | 2,208 | $621.9K | 0.00% | −7,406−77.0% | Reduced |
| IHT Wealth Management, LLC | 2,207 | $621.8K | 0.01% | −544−19.8% | Reduced |
| Keybank National Association | 2,203 | $620.5K | 0.00% | +391+21.6% | Added |
| Mattson Financial Services, LLC | 1,874 | $619.9K | 0.13% | +228+13.9% | Added |
| United Capital Financial Advisers, LLC | 2,193 | $617.7K | 0.00% | +100+4.8% | Added |
| Beacon Pointe Advisors, LLC | 2,135 | $601.3K | 0.00% | −1,633−43.3% | Reduced |
| Larson Financial Group LLC | 2,128 | $599.4K | 0.02% | +350+19.7% | Added |
| ProShare Advisors LLC | 2,112 | $594.9K | 0.00% | +2,112 | New |
| Thrivent Financial for Lutherans | 2,143 | $591.0K | 0.00% | −81−3.6% | Reduced |
| Stratos Wealth Partners, LTD. | 2,089 | $588.4K | 0.01% | +4+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,088 | $588.1K | 0.04% | −9−0.4% | Reduced |
| Park Avenue Securities LLC | 2,088 | $588.0K | 0.00% | −213−9.3% | Reduced |
| LVW Advisors, LLC | 2,084 | $587.0K | 0.05% | −273−11.6% | Reduced |
| Nations Financial Group Inc, | 1,972 | $555.5K | 0.03% | −1,940−49.6% | Reduced |
| UniSuper Management Pty Ltd | 1,952 | $549.8K | 0.00% | +552+39.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,942 | $547.0K | 0.01% | −6−0.3% | Reduced |
| Boothbay Fund Management, LLC | 1,937 | $545.6K | 0.01% | +577+42.4% | Added |
| Simplicity Wealth,LLC | 1,935 | $545.0K | 0.02% | +1,245+180.4% | Added |
| Osmosis Investment Management UK Ltd | 1,915 | $539.4K | 0.03% | −1,676−46.7% | Reduced |
| Arkadios Wealth Advisors | 1,872 | $527.3K | 0.01% | −103−5.2% | Reduced |
| NBC Securities, Inc. | 1,855 | $522.5K | 0.04% | +12+0.7% | Added |
| Retirement Planning Group | 1,825 | $514.0K | 0.01% | −63−3.3% | Reduced |
| Independent Financial Group, LLC | 1,821 | $512.9K | 0.01% | +24+1.3% | Added |
| STRS Ohio | 1,810 | $509.8K | 0.00% | −7,796−81.2% | Reduced |
| Evolve Private Wealth, LLC | 1,809 | $509.5K | 0.03% | +807+80.5% | Added |
| Blueshift Asset Management, LLC | 1,806 | $508.7K | 0.12% | +1,806 | New |
| Advisors Asset Management, Inc. | 1,775 | $500.0K | 0.01% | −716−28.7% | Reduced |
| Wedmont Private Capital | 1,554 | $492.7K | 0.01% | +6+0.4% | Added |
| Yousif Capital Management, LLC | 1,745 | $491.5K | 0.01% | +14+0.8% | Added |
| Laird Norton Trust Company, LLC | 1,734 | $488.4K | 0.01% | −66−3.7% | Reduced |
| Cresset Asset Management, LLC | 1,733 | $488.0K | 0.00% | −36−2.0% | Reduced |
| Sanchez Wealth Management Group | 1,717 | $483.5K | 0.08% | +2+0.1% | Added |
| Natixis | 1,703 | $479.7K | 0.00% | +1,703 | New |
| Magnolia Private Wealth, LLC | 1,685 | $474.6K | 0.26% | +41+2.5% | Added |
| Prudential PLC | 1,681 | $473.5K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 1,672 | $471.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,666 | $469.3K | 0.01% | +37+2.3% | Added |
| Compton Financial Group, LLC | 1,666 | $469.3K | 0.09% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 1,664 | $468.7K | 0.15% | +847+103.7% | Added |
| Bridges Investment Management Inc | 1,658 | $467.0K | 0.01% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 1,630 | $459.1K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,608 | $452.9K | 0.01% | −572−26.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 1,593 | $448.7K | 0.01% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,572 | $442.8K | 0.11% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,565 | $440.8K | 0.01% | +175+12.6% | Added |
| Pitcairn Wealth Advisors LLC | 1,563 | $440.3K | 0.05% | −55−3.4% | Reduced |
| Integrated Wealth Concepts LLC | 1,526 | $429.8K | 0.00% | −631−29.3% | Reduced |
| Pettee Investors, Inc. | 1,490 | $419.7K | 0.21% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,484 | $418.0K | 0.03% | +1,484 | New |
| Foresight Global Investors, Inc. | 1,436 | $404.5K | 0.25% | −23−1.6% | Reduced |
| Wealth Alliance | 1,430 | $402.9K | 0.03% | −18−1.2% | Reduced |
| V-Square Quantitative Management LLC | 1,423 | $400.8K | 0.04% | +130+10.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,410 | $397.2K | 0.00% | −18,513−92.9% | Reduced |
| Advisor Resource Council | 1,407 | $396.3K | 0.13% | +2+0.1% | Added |
| Impact Capital Partners LLC | 1,391 | $391.8K | 0.11% | −686−33.0% | Reduced |
| Spahn Wealth & Retirement LLC | 1,386 | $390.4K | 0.25% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,381 | $389.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,377 | $387.9K | 0.04% | −2−0.1% | Reduced |
| Frontier Capital Management Co LLC | 1,361 | $383.4K | 0.00% | +344+33.8% | Added |
| MONECO Advisors, LLC | 1,353 | $381.1K | 0.02% | −194−12.5% | Reduced |
| Toroso Investments, LLC | 1,348 | $379.7K | 0.00% | −1,052−43.8% | Reduced |
| Global Retirement Partners, LLC | 1,328 | $373.9K | 0.01% | +1,328 | New |
| 111 Capital | 1,324 | $372.9K | 0.06% | +1,324 | New |
| RiverGlades Family Offices LLC | 1,321 | $372.1K | 0.17% | +21+1.6% | Added |
| Signaturefd, LLC | 1,286 | $362.2K | 0.00% | +65+5.3% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,275 | $359.0K | 0.07% | +2+0.2% | Added |
| Huntington National Bank | 1,267 | $356.9K | 0.00% | +113+9.8% | Added |
| Integrated Investment Consultants, LLC | 1,265 | $356.3K | 0.07% | −619−32.9% | Reduced |
| Erste Asset Management GmbH | 1,290 | $347.3K | 0.00% | +44+3.5% | Added |
| Marks Group Wealth Management, Inc | 1,231 | $346.7K | 0.03% | +149+13.8% | Added |
| Central Pacific Bank - Trust Division | 1,230 | $346.5K | 0.04% | +50+4.2% | Added |