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 |
|---|---|---|---|---|---|
| Lifestyle Asset Management, Inc. | 1,224 | $344.8K | 0.09% | −16−1.3% | Reduced |
| RMR Wealth Builders | 1,214 | $342.0K | 0.02% | −62−4.9% | Reduced |
| WP Advisors, LLC | 1,206 | $339.8K | 0.08% | +1,206 | New |
| Moody Lynn & Lieberson, LLC | 1,200 | $338.0K | 0.02% | −7−0.6% | Reduced |
| One Wealth Advisors, LLC | 1,197 | $337.2K | 0.04% | +12+1.0% | Added |
| Sumitomo Life Insurance Co | 1,194 | $336.3K | 0.01% | −23−1.9% | Reduced |
| SFG Wealth Management, LLC. | 1,193 | $336.0K | 0.12% | 00.0% | Unchanged |
| Old National Bancorp | 1,179 | $332.1K | 0.01% | −63−5.1% | Reduced |
| Lido Advisors, LLC | 1,154 | $325.1K | 0.00% | −1,454−55.8% | Reduced |
| CAPROCK Group, Inc. | 1,153 | $324.8K | 0.01% | −1,841−61.5% | Reduced |
| Panagora Asset Management Inc | 1,150 | $323.9K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,141 | $321.4K | 0.01% | +43+3.9% | Added |
| AlphaCore Capital LLC | 1,140 | $321.1K | 0.01% | +1,140 | New |
| Nisa Investment Advisors, LLC | 1,136 | $320.0K | 0.00% | −67−5.6% | Reduced |
| Concorde Asset Management, LLC | 1,124 | $316.6K | 0.18% | −10−0.9% | Reduced |
| Michael B. Yongue | 1,124 | $316.6K | 0.22% | +1,124 | New |
| Oxford Asset Management LLP | 1,121 | $315.8K | 0.16% | +1,121 | New |
| Siemens Fonds Invest GmbH | 1,120 | $315.5K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,111 | $312.9K | 0.07% | +162+17.1% | Added |
| Veratis Advisors, Inc. | 1,100 | $309.8K | 0.22% | +1,100 | New |
| Thrive Wealth Management, LLC | 1,090 | $307.0K | 0.04% | −1−0.1% | Reduced |
| Perigon Wealth Management, LLC | 1,077 | $303.4K | 0.00% | −7−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 1,055 | $297.1K | 0.00% | −2,231−67.9% | Reduced |
| Engineers Gate Manager LP | 1,047 | $294.9K | 0.00% | +1,047 | New |
| Vision Retirement, LLC | 1,043 | $293.8K | 0.07% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 1,041 | $293.3K | 0.03% | −401−27.8% | Reduced |
| International Assets Investment Management, LLC | 987 | $289.5K | 0.02% | −51−4.9% | Reduced |
| Institute for Wealth Management, LLC. | 1,025 | $288.7K | 0.03% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,002 | $282.2K | 0.02% | +324+47.8% | Added |
| WJ Wealth Management, LLC | 1,000 | $281.7K | 0.11% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 988 | $278.3K | 0.06% | +988 | New |
| SRS Capital Advisors, Inc. | 978 | $275.5K | 0.00% | +833+574.5% | Added |
| VestGen Advisors, LLC | 978 | $275.5K | 0.01% | −8−0.8% | Reduced |
| Bayesian Capital Management, LP | 962 | $271.0K | 0.17% | +962 | New |
| Oslo Pensjonsforsikring AS | 948 | $267.0K | 0.03% | +413+77.2% | Added |
| Camden National Bank | 945 | $266.2K | 0.03% | −41−4.2% | Reduced |
| Mather Group, LLC. | 939 | $264.5K | 0.00% | +23+2.5% | Added |
| Coldstream Capital Management Inc | 931 | $262.2K | 0.00% | −182−16.4% | Reduced |
| Sagespring Wealth Partners, LLC | 930 | $261.9K | 0.00% | −233−20.0% | Reduced |
| Evergreen Capital Management LLC | 925 | $260.6K | 0.00% | −87−8.6% | Reduced |
| Everpar Advisors LLC | 921 | $259.4K | 0.07% | −85−8.4% | Reduced |
| Atom Investors LP | 916 | $258.0K | 0.02% | +916 | New |
| We Are One Seven, LLC | 914 | $257.3K | 0.00% | −46−4.8% | Reduced |
| Wedbush Securities Inc | 902 | $254.0K | 0.01% | +902 | New |
| Mariner, LLC | 900 | $253.5K | 0.00% | −4,031−81.7% | Reduced |
| De Burlo Group Inc | 900 | $253.5K | 0.05% | −100−10.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 899 | $253.2K | 0.03% | +899 | New |
| TruNorth Capital Management, LLC | 891 | $251.0K | 0.04% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 887 | $249.8K | 0.00% | +44+5.2% | Added |
| Fidelis Capital Partners, LLC | 875 | $246.5K | 0.01% | −164−15.8% | Reduced |
| IFG Advisory, LLC | 872 | $245.6K | 0.01% | +872 | New |
| TSFG, LLC | 867 | $244.0K | 0.03% | +1+0.1% | Added |
| ZWJ Investment Counsel Inc | 864 | $243.4K | 0.01% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 859 | $242.0K | 0.02% | −37−4.1% | Reduced |
| GAMMA Investing LLC | 859 | $242.0K | 0.01% | +20+2.4% | Added |
| Legato Capital Management LLC | 849 | $239.1K | 0.02% | −319−27.3% | Reduced |
| PCM Encore, LLC | 848 | $238.8K | 0.04% | −12−1.4% | Reduced |
| Perennial Investment Advisors, LLC | 842 | $237.6K | 0.02% | −11−1.3% | Reduced |
| Norden Group LLC | 841 | $236.9K | 0.02% | −56−6.2% | Reduced |
| Personal Cfo Solutions, LLC | 830 | $233.7K | 0.03% | +21+2.6% | Added |
| Dorsey & Whitney Trust CO LLC | 820 | $231.0K | 0.01% | +14+1.7% | Added |
| StoneX Group Inc. | 824 | $229.8K | 0.01% | +824 | New |
| RMB Capital Management, LLC | 814 | $229.4K | 0.00% | −56−6.4% | Reduced |
| Quent Capital, LLC | 808 | $227.5K | 0.01% | −26−3.1% | Reduced |
| Berger Financial Group, Inc | 797 | $224.6K | 0.01% | +48+6.4% | Added |
| Parcion Private Wealth LLC | 786 | $221.4K | 0.01% | −15−1.9% | Reduced |
| Founders Financial Alliance, LLC | 782 | $220.3K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 779 | $219.3K | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 765 | $216.0K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 597 | $214.9K | 0.00% | +597 | New |
| Benjamin Edwards Inc | 760 | $214.1K | 0.00% | −108−12.4% | Reduced |
| Systematic Alpha Investments, LLC | 760 | $214.1K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 757 | $213.2K | 0.00% | +757 | New |
| Roberts Glore & Co Inc | 755 | $212.7K | 0.05% | −9−1.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 748 | $211.0K | 0.05% | −5,838−88.6% | Reduced |
| Apollon Wealth Management, LLC | 745 | $209.9K | 0.00% | −294−28.3% | Reduced |
| Centiva Capital, LP | 733 | $206.5K | 0.01% | +733 | New |
| Jacobi Capital Management LLC | 732 | $206.2K | 0.01% | +50+7.3% | Added |
| Level Four Advisory Services, LLC | 732 | $206.2K | 0.01% | +732 | New |
| Waddell & Associates, LLC | 727 | $204.8K | 0.01% | −19−2.5% | Reduced |
| OpenArc Corporate Advisory, LLC | 725 | $204.2K | 0.00% | +36+5.2% | Added |
| Golden State Wealth Management, LLC | 724 | $203.9K | 0.02% | +205+39.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 724 | $203.9K | 0.02% | +724 | New |
| CTC Alternative Strategies, Ltd. | 720 | $202.8K | 0.29% | +720 | New |
| Fundamentun, LLC | 718 | $202.3K | 0.01% | −15−2.0% | Reduced |
| Connecticut Capital Management Group, LLC | 716 | $201.7K | 0.16% | +4+0.6% | Added |
| Crossmark Global Holdings, Inc. | 711 | $200.3K | 0.00% | +29+4.3% | Added |
| Peapack Gladstone Financial Corp | 710 | $200.0K | 0.00% | +710 | New |
| FIL Ltd | 627 | $176.6K | 0.00% | +69+12.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $169.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 595 | $167.6K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 542 | $152.7K | 0.12% | 00.0% | Unchanged |
| Simplex Trading, LLC | 539 | $151.8K | 0.00% | +539 | New |
| PFA Pension, Forsikringsaktieselskab | 535 | $150.7K | 0.00% | −114,311−99.5% | Reduced |
| Advocate Investing Services LLC | 500 | $140.8K | 0.11% | 00.0% | Unchanged |
| Elgethun Capital Management | 493 | $138.9K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 480 | $135.2K | 0.08% | +3+0.6% | Added |
| Lodestone Wealth Management LLC | 467 | $131.5K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 463 | $130.4K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 462 | $130.0K | 0.00% | +19+4.3% | Added |