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 |
|---|---|---|---|---|---|
| United Community Bank | 450 | $126.8K | 0.04% | +10+2.3% | Added |
| EverSource Wealth Advisors, LLC | 445 | $125.3K | 0.00% | −280−38.6% | Reduced |
| Quarry LP | 409 | $115.2K | 0.02% | −14−3.3% | Reduced |
| IFP Advisors, Inc | 404 | $113.8K | 0.00% | +28+7.4% | Added |
| Gables Capital Management Inc. | 400 | $112.7K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 415 | $111.7K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 385 | $108.5K | 0.04% | +100+35.1% | Added |
| Los Angeles Capital Management LLC | 361 | $101.7K | 0.00% | −1,789−83.2% | Reduced |
| Ossiam | 344 | $96.9K | 0.00% | +258+300.0% | Added |
| Central Trust Co | 338 | $95.2K | 0.00% | +5+1.5% | Added |
| Ameliora Wealth Management Ltd. | 265 | $94.7K | 0.03% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 312 | $87.9K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 291 | $82.0K | 0.00% | −101−25.8% | Reduced |
| Stephenson National Bank & Trust | 286 | $80.6K | 0.02% | +286 | New |
| Transamerica Financial Advisors, Inc. | 283 | $79.8K | 0.01% | +17+6.4% | Added |
| Colonial Trust Co | 283 | $79.6K | 0.01% | −415−59.5% | Reduced |
| Capital Analysts, LLC | 265 | $75.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 266 | $74.9K | 0.00% | −26−8.9% | Reduced |
| Clearstead Advisors, LLC | 237 | $66.8K | 0.00% | −123−34.2% | Reduced |
| CoreCap Advisors, LLC | 216 | $60.9K | 0.00% | +14+6.9% | Added |
| Y.D. More Investments Ltd | 210 | $59.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 208 | $59.0K | 0.03% | +11+5.6% | Added |
| Harbor Investment Advisory, LLC | 209 | $58.9K | 0.00% | +209 | New |
| Abound Financial, LLC | 193 | $54.5K | 0.02% | 00.0% | Unchanged |
| Entrust Financial LLC | 193 | $54.4K | 0.04% | 00.0% | Unchanged |
| First Horizon Corp | 189 | $53.2K | 0.00% | −10−5.0% | Reduced |
| Versant Capital Management, Inc | 188 | $53.0K | 0.00% | +83+79.0% | Added |
| Harbor Asset Planning, Inc. | 187 | $52.7K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 176 | $49.6K | 0.00% | −4−2.2% | Reduced |
| Parkside Financial Bank & Trust | 161 | $45.4K | 0.00% | −2−1.2% | Reduced |
| Atlantic Union Bankshares Corp | 138 | $38.9K | 0.00% | −51−27.0% | Reduced |
| MCF Advisors LLC | 138 | $38.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 135 | $38.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 132 | $37.2K | 0.00% | −4−2.9% | Reduced |
| Smithfield Trust Co | 127 | $37.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 128 | $36.1K | 0.00% | +128 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $33.8K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 108 | $30.4K | 0.00% | +56+107.7% | Added |
| Massmutual Trust Co FSB | 103 | $29.0K | 0.00% | −15−12.7% | Reduced |
| Westside Investment Management, Inc. | 100 | $28.4K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $28.2K | 0.02% | 00.0% | Unchanged |
| Clark Wealth Partners | 100 | $28.2K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 96 | $27.1K | 0.00% | −4−4.0% | Reduced |
| Millstone Evans Group, LLC | 87 | $24.5K | 0.01% | +38+77.6% | Added |
| First Command Advisory Services, Inc. | 85 | $23.9K | 0.00% | +43+102.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 84 | $23.7K | 0.01% | −97−53.6% | Reduced |
| IAG Wealth Partners, LLC | 84 | $23.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 83 | $23.4K | 0.00% | −7−7.8% | Reduced |
| Napier Financial, LLC | 83 | $23.4K | 0.00% | 00.0% | Unchanged |
| Regatta Research & Money Management | 83 | $23.4K | 0.02% | +83 | New |
| Salomon & Ludwin, LLC | 78 | $22.9K | 0.00% | +61+358.8% | Added |
| CVA Family Office, LLC | 76 | $21.4K | 0.00% | −65−46.1% | Reduced |
| Cetera Trust Company, N.A | 75 | $21.1K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 74 | $20.8K | 0.00% | +23+45.1% | Added |
| Osterweis Capital Management Inc | 70 | $19.7K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 68 | $19.2K | 0.00% | +68 | New |
| Trust Co | 68 | $19.2K | 0.00% | +10+17.2% | Added |
| Pinnacle Bancorp, Inc. | 63 | $17.7K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 62 | $17.5K | 0.00% | −17−21.5% | Reduced |
| CX Institutional | 61 | $17.0K | 0.00% | +17+38.6% | Added |
| N.E.W. Advisory Services LLC | 54 | $15.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 50 | $14.2K | 0.00% | −20−28.6% | Reduced |
| Eastern Bank | 50 | $14.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 50 | $14.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $13.8K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 47 | $13.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 43 | $12.1K | 0.00% | −3−6.5% | Reduced |
| Bell Investment Advisors, Inc | 42 | $11.8K | 0.00% | −1−2.3% | Reduced |
| Owl Creek Wealth Partners LLC | 41 | $11.5K | 0.00% | −15−26.8% | Reduced |
| Action Point Financial Planning, LLC | 43 | $11.5K | 0.00% | +43 | New |
| Kerr Financial Planning Corp | 40 | $11.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 32 | $10.5K | 0.00% | −10−23.8% | Reduced |
| Montag A & Associates Inc | 37 | $10.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 37 | $10.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 35 | $9.86K | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 34 | $9.58K | 0.00% | −175−83.7% | Reduced |
| Center for Financial Planning, Inc. | 30 | $8.52K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $8.45K | 0.00% | −5−14.3% | Reduced |
| Asset Dedication, LLC | 30 | $8.45K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 30 | $8.45K | 0.00% | −12−28.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 30 | $8.45K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 26 | $7.36K | 0.00% | +26 | New |
| Hantz Financial Services, Inc. | 24 | $7.00K | 0.00% | −1−4.0% | Reduced |
| Kemnay Advisory Services Inc. | 24 | $6.76K | 0.00% | +4+20.0% | Added |
| Concord Wealth Partners | 24 | $6.76K | 0.00% | +24 | New |
| Silver Grove Financial Group, Inc. | 22 | $6.20K | 0.00% | +22 | New |
| MV Capital Management, Inc. | 22 | $6.20K | 0.00% | +7+46.7% | Added |
| Ameritas Advisory Services, LLC | 22 | $6.20K | 0.00% | +22 | New |
| Cromwell Holdings LLC | 21 | $5.92K | 0.00% | +7+50.0% | Added |
| Bokf, NA | 20 | $5.63K | 0.00% | +20 | New |
| Trust Co of Toledo NA | 19 | $5.35K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 19 | $5.35K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 19 | $5.35K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 19 | $5.35K | 0.00% | +3+18.8% | Added |
| JPL Wealth Management, LLC | 18 | $5.07K | 0.00% | −1−5.3% | Reduced |
| AdvisorNet Financial, Inc | 18 | $5.07K | 0.00% | −2−10.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 17 | $4.79K | 0.00% | +12+240.0% | Added |
| DiNuzzo Private Wealth, Inc. | 16 | $4.51K | 0.00% | −1−5.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16 | $4.51K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $4.22K | 0.00% | −189−92.6% | Reduced |