LPL Financial HoldingsLPLA
13F holders, Q1 2025 (March 31)788holders +63
117new positions
55sold out
13famous investors
$327.60avg. 13F price*
At the end of Q1 2025, 788 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings, up 63 from Q4 2024. 117 opened new positions and 55 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock, Inc. ($1.6B) and Boston Partners ($1.1B). 13 famous investors held it, including Stephen Mandel (5.1% of Lone Pine Capital's portfolio), Dan Loeb (3.3% of Third Point's portfolio) and Lee Ainslie (1.9% of Maverick Capital's portfolio).
- Company
- LPL Financial Holdings Inc.
- CUSIP
- 50212V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $911.2M |
| Exits | 55 | $323.0M |
All 13F filers, Q4 2024 → Q1 2025: 12,462,182 shares bought and 5,788,724 shares sold, net +6,673,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 788 holders
| Vanguard Group Inc. | 0.04% | Add +2.1% | 7,372,857 | $2.4B |
| BlackRock, Inc. | 0.03% | Reduce -0.3% | 4,750,079 | $1.6B |
| Boston Partners | 1.39% | Reduce -10.0% | 3,514,283 | $1.1B |
| FMR LLC | 0.07% | Add +7.0% | 3,165,458 | $1.0B |
| Janus Henderson Group PLC | 0.57% | Add +0.5% | 3,066,354 | $1.0B |
| Kayne Anderson Rudnick Investment Management LLC | 2.15% | Add +0.8% | 2,681,617 | $877.3M |
| Lone Pine Capital | 5.06% | Reduce -8.3% | 1,764,015 | $577.1M |
| WCM Investment Management, LLC | 1.42% | Reduce -0.4% | 1,635,354 | $550.9M |
| State Street Corp. | 0.02% | Add +0.5% | 1,679,585 | $549.5M |
| Geode Capital Management, LLC | 0.04% | Add +6.9% | 1,560,478 | $509.5M |
| Dodge & Cox | 0.28% | Add +224.1% | 1,523,460 | $498.4M |
| Massachusetts Financial Services Co. | 0.17% | Add +35.9% | 1,516,060 | $496.0M |
| Winslow Capital Management, LLC | 1.90% | New | 1,457,701 | $476.9M |
| Samlyn Capital, LLC | 7.58% | Reduce -10.9% | 1,401,255 | $458.4M |
| JPMorgan Chase & Co. | 0.03% | Add +8.8% | 1,304,780 | $426.8M |
| Morgan Stanley | 0.03% | Add +17.3% | 1,205,726 | $394.4M |
| Principal Financial Group Inc. | 0.19% | Add +1453.3% | 1,038,683 | $339.8M |
| Darlington Partners Capital Management, LP | 10.61% | Add +3.5% | 970,737 | $317.6M |
| Jennison Associates LLC | 0.22% | Add +786.2% | 959,371 | $313.8M |
| Norges Bank | 0.04% | Reduce -0.9% | 928,320 | $303.7M |
| Bank of America Corp. | 0.03% | Add +174.0% | 923,690 | $302.2M |
| SurgoCap Partners LP | 14.65% | Add +27.8% | 906,442 | $296.5M |
| Egerton Capital (UK) LLP | 3.29% | Add +238.1% | 871,265 | $285.0M |
| Raymond James Financial Inc. | 0.11% | Reduce -5.1% | 860,014 | $281.3M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -0.4% | 842,939 | $275.8M |
| Westfield Capital Management Co. LP | 1.32% | Add +17.6% | 830,099 | $271.6M |
| Alliancebernstein L.P. | 0.09% | Add +550.5% | 759,206 | $248.4M |
| TD Asset Management Inc | 0.21% | Reduce -18.9% | 681,885 | $223.1M |
| Marshall Wace, LLP | 0.30% | Add +34.3% | 677,236 | $221.6M |
| Clarkston Capital Partners, LLC | 4.35% | Reduce -22.7% | 674,227 | $220.6M |
| Wellington Management Group LLP | 0.04% | Add +337.1% | 658,593 | $215.5M |
| Third Point | 3.26% | Reduce -4.6% | 625,000 | $204.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +4.5% | 607,561 | $198.8M |
| Wells Fargo & Company | 0.05% | Add +18.1% | 595,845 | $194.9M |
| American Century Companies Inc. | 0.12% | Add +20.3% | 588,800 | $192.6M |
| Epoch Investment Partners, Inc. | 0.99% | Reduce -19.3% | 585,566 | $191.6M |
| Markel Group | 1.57% | Add +1.3% | 539,104 | $176.4M |
| Eminence Capital, LP | 2.86% | Reduce -6.4% | 523,113 | $171.1M |
| Northern Trust Corp. | 0.03% | Add +5.3% | 517,362 | $169.2M |
| Fairview Capital Investment Management, LLC | 8.15% | Reduce -1.7% | 469,958 | $153.7M |
| First Pacific Advisors, LP | 2.42% | Reduce -0.1% | 457,941 | $149.8M |
| Bank of New York Mellon Corp | 0.03% | Add +0.0% | 452,733 | $148.1M |
| Azora Capital LP | 9.82% | Add +6.3% | 442,434 | $144.7M |
| Agf Management Ltd. | 0.76% | Add +0.6% | 437,444 | $143.1M |
| Southpoint Capital Advisors LP | 3.15% | Reduce -33.3% | 400,000 | $130.9M |
| Palestra Capital Management LLC | 5.26% | Add +21.6% | 399,210 | $130.6M |
| Junto Capital Management LP | 2.98% | Reduce -2.1% | 397,366 | $130.0M |
| Artisan Partners Limited Partnership | 0.21% | Reduce -6.7% | 389,730 | $127.5M |
| Envestnet Asset Management Inc. | 0.04% | Add +15.1% | 384,482 | $125.8M |
| Sei Investments Co. | 0.16% | Add +227.5% | 379,061 | $124.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.4% | 354,001 | $115.8M |
| Legal & General Group Plc | 0.03% | Add +12.1% | 344,079 | $112.6M |
| Ameriprise Financial Inc. | 0.03% | Reduce -10.4% | 339,001 | $110.9M |
| Holocene Advisors, LP | 0.32% | Add +43.7% | 334,971 | $109.6M |
| Canada Pension Plan Investment Board | 0.10% | Reduce -8.6% | 329,607 | $107.8M |
| Caisse de depot et placement du Quebec | 0.23% | Reduce -17.2% | 329,178 | $107.7M |
| Maverick Capital | 1.89% | Reduce -45.4% | 320,780 | $104.9M |
| Macquarie Group Ltd. | 0.12% | Add +3.5% | 297,130 | $97.2M |
| HMI Capital Management, L.P. | 5.11% | Reduce -28.5% | 286,711 | $93.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +6.3% | 279,850 | $91.6M |
| Gilder Gagnon Howe & Co. LLC | 1.17% | Reduce -1.2% | 272,938 | $89.3M |
| Hudson Bay Capital Management LP | 0.61% | Add +35.8% | 252,579 | $82.6M |
| APG Asset Management N.V. | 0.24% | Add +478.1% | 257,260 | $77.9M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -4.7% | 235,994 | $77.2M |
| Alyeska Investment Group, L.P. | 0.30% | Reduce -45.2% | 228,371 | $74.7M |
| Bridgewater Associates | 0.34% | Add +243.5% | 222,873 | $72.9M |
| UBS Group AG | 0.02% | Add +13.0% | 210,355 | $68.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.5% | 209,126 | $68.4M |
| Truist Financial Corp. | 0.11% | Add +6.9% | 205,485 | $67.2M |
| Employees Retirement System of Texas | 0.71% | Reduce -14.6% | 197,600 | $64.6M |
| Stifel Financial Corp. | 0.07% | Add +13.3% | 187,258 | $61.3M |
| Captrust Financial Advisors | 0.15% | Reduce -13.5% | 186,742 | $61.1M |
| Nuveen, LLC | 0.02% | — | 186,039 | $60.9M |
| D. E. Shaw & Co. | 0.07% | Reduce -3.5% | 178,183 | $58.3M |
| Royal Bank of Canada | 0.01% | Add +3.4% | 175,855 | $57.5M |
| Brown Brothers Harriman & Co. | 0.40% | Add +2.2% | 175,487 | $57.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -0.2% | 172,729 | $56.5M |
| Franklin Resources Inc. | 0.02% | Add +9.9% | 167,348 | $54.7M |
| First Trust Advisors LP | 0.05% | Add +1552.3% | 165,607 | $54.2M |
| Baron Capital (BAMCO) | 0.16% | Add +38.0% | 165,251 | $54.1M |
| Comerica Bank | 0.22% | Add +27.0% | 159,475 | $52.2M |
| Deutsche Bank AG | 0.02% | Reduce -9.3% | 158,776 | $51.9M |
| Allspring Global Investments Holdings, LLC | 0.09% | New | 147,478 | $49.4M |
| Aberdeen Group plc | 0.09% | Reduce -36.3% | 138,019 | $45.4M |
| California Public Employees Retirement System | 0.03% | Reduce -2.6% | 137,305 | $44.9M |
| Harris Associates (Oakmark Funds) | 0.07% | Reduce -30.7% | 135,474 | $44.3M |
| Danske Bank A/S | 0.13% | Add +78.3% | 130,642 | $42.7M |
| Voloridge Investment Management, LLC | 0.16% | Add +5227.4% | 130,308 | $42.6M |
| Millennium Management | 0.04% | Reduce -86.0% | 126,276 | $41.3M |
| Soros Fund Management | 1.03% | New | 125,000 | $40.9M |
| Coronation Fund Managers Ltd. | 2.19% | Reduce -34.0% | 123,333 | $40.3M |
| LPL Financial LLC | 0.02% | Add +2.6% | 118,229 | $38.7M |
| Artemis Investment Management LLP | 0.58% | Add +38.7% | 114,780 | $37.5M |
| National Pension Service | 0.04% | Reduce -4.5% | 114,321 | $37.4M |
| California State Teachers Retirement System | 0.05% | Add +0.3% | 113,592 | $37.2M |
| Focus Partners Advisor Solutions, LLC | 0.56% | Add +8.1% | 112,946 | $36.9M |
| Family Wealth Partners, LLC | 16.72% | Add +3.8% | 111,945 | $36.6M |
| Man Group plc | 0.11% | Reduce -19.8% | 110,313 | $36.1M |
| Invesco Ltd. | 0.01% | Add +0.5% | 101,253 | $33.1M |
| Rhumbline Advisers | 0.03% | Reduce -0.2% | 101,234 | $33.1M |
"% of holder's portfolio" is LPLA's weight in each manager's 13F, not the share of LPL Financial Holdings Inc. the manager owns.