LPL Financial HoldingsLPLA
13F holders, Q2 2025 (June 30)801holders +13
115new positions
103sold out
11famous investors
$374.34avg. 13F price*
At the end of Q2 2025, 801 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings, up 13 from Q1 2025. 115 opened new positions and 103 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($1.8B) and Boston Partners ($1.4B). 11 famous investors held it, including Stephen Mandel (5.1% of Lone Pine Capital's portfolio), Dan Loeb (3.1% of Third Point's portfolio) and Tom Gayner (1.7% of Markel Group's portfolio).
- Company
- LPL Financial Holdings Inc.
- CUSIP
- 50212V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $305.6M |
| Exits | 103 | $598.1M |
All 13F filers, Q1 2025 → Q2 2025: 8,309,609 shares bought and 6,728,137 shares sold, net +1,581,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 801 holders
| Vanguard Group Inc. | 0.05% | Add +8.3% | 7,986,766 | $3.0B |
| BlackRock, Inc. | 0.03% | Add +1.7% | 4,832,797 | $1.8B |
| Boston Partners | 1.53% | Add +4.7% | 3,679,484 | $1.4B |
| Janus Henderson Group PLC | 0.57% | Add +0.4% | 3,077,677 | $1.2B |
| Dodge & Cox | 0.57% | Add +77.3% | 2,701,709 | $1.0B |
| Kayne Anderson Rudnick Investment Management LLC | 2.29% | Reduce -4.6% | 2,557,458 | $959.0M |
| FMR LLC | 0.05% | Reduce -22.5% | 2,454,474 | $920.4M |
| Massachusetts Financial Services Co. | 0.29% | Add +61.1% | 2,442,182 | $915.7M |
| Lone Pine Capital | 5.08% | Add +6.1% | 1,872,248 | $702.0M |
| State Street Corp. | 0.02% | Add +2.8% | 1,727,166 | $647.6M |
| Geode Capital Management, LLC | 0.05% | Add +10.5% | 1,724,962 | $645.1M |
| WCM Investment Management, LLC | 1.44% | Add +5.8% | 1,730,777 | $631.7M |
| Principal Financial Group Inc. | 0.32% | Add +53.8% | 1,596,944 | $598.8M |
| Jennison Associates LLC | 0.31% | Add +46.2% | 1,402,750 | $526.0M |
| Morgan Stanley | 0.03% | Add +14.0% | 1,373,997 | $515.2M |
| Samlyn Capital, LLC | 6.63% | Reduce -13.3% | 1,215,280 | $455.7M |
| Winslow Capital Management, LLC | 1.48% | Reduce -18.8% | 1,183,069 | $443.6M |
| JPMorgan Chase & Co. | 0.03% | Reduce -11.1% | 1,160,321 | $435.1M |
| Norges Bank | 0.05% | Add +15.6% | 1,072,919 | $402.3M |
| Bank of America Corp. | 0.03% | Add +4.2% | 962,076 | $360.7M |
| SurgoCap Partners LP | 12.67% | Reduce -2.8% | 881,405 | $330.5M |
| Raymond James Financial Inc. | 0.11% | Add +1.2% | 870,620 | $326.5M |
| Dimensional Fund Advisors LP | 0.07% | Add +2.5% | 863,989 | $323.9M |
| Egerton Capital (UK) LLP | 3.20% | Reduce -4.5% | 832,516 | $312.2M |
| Darlington Partners Capital Management, LP | 9.38% | Reduce -19.1% | 785,737 | $294.6M |
| Westfield Capital Management Co. LP | 1.23% | Reduce -5.8% | 782,232 | $293.3M |
| Agf Management Ltd. | 1.31% | Add +74.9% | 765,024 | $286.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +20.0% | 729,209 | $273.4M |
| Alliancebernstein L.P. | 0.09% | Reduce -7.6% | 701,419 | $263.0M |
| TD Asset Management Inc | 0.21% | Reduce -4.2% | 653,239 | $244.9M |
| Third Point | 3.12% | No change | 625,000 | $234.4M |
| Wells Fargo & Company | 0.05% | Add +1.0% | 602,020 | $225.7M |
| Clarkston Capital Partners, LLC | 4.77% | Reduce -11.2% | 598,782 | $224.5M |
| American Century Companies Inc. | 0.12% | Add +1.4% | 597,071 | $223.9M |
| Epoch Investment Partners, Inc. | 1.12% | Reduce -1.0% | 579,620 | $217.3M |
| Eminence Capital, LP | 3.05% | Add +5.4% | 551,592 | $206.8M |
| Invesco Ltd. | 0.04% | Add +444.8% | 551,579 | $206.8M |
| Markel Group | 1.73% | Add +1.0% | 544,604 | $204.2M |
| Northern Trust Corp. | 0.03% | Add +1.0% | 522,695 | $196.0M |
| Bank of New York Mellon Corp | 0.03% | Add +7.2% | 485,462 | $182.0M |
| Azora Capital LP | 8.01% | Add +6.8% | 472,352 | $177.1M |
| Fairview Capital Investment Management, LLC | 8.64% | Reduce -5.3% | 445,125 | $166.9M |
| First Pacific Advisors, LP | 2.42% | Reduce -3.1% | 443,503 | $166.3M |
| APG Asset Management N.V. | 0.48% | Add +97.3% | 507,593 | $162.1M |
| Sei Investments Co. | 0.18% | Add +10.6% | 419,290 | $157.2M |
| Envestnet Asset Management Inc. | 0.05% | Add +7.3% | 412,678 | $154.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +9.6% | 388,129 | $145.5M |
| Palestra Capital Management LLC | 4.22% | Reduce -4.8% | 379,934 | $142.5M |
| Artisan Partners Limited Partnership | 0.21% | Reduce -5.7% | 367,426 | $137.8M |
| Southpoint Capital Advisors LP | 3.45% | Reduce -8.8% | 365,000 | $136.9M |
| Macquarie Group Ltd. | 0.16% | Add +15.3% | 342,742 | $128.5M |
| Wellington Management Group LLP | 0.02% | Reduce -50.0% | 329,616 | $123.6M |
| Legal & General Group Plc | 0.03% | Reduce -4.5% | 328,562 | $123.2M |
| Caisse de depot et placement du Quebec | 0.25% | Reduce -4.4% | 314,685 | $118.0M |
| T. Rowe Price Associates Inc. | 0.01% | Add +5.2% | 294,509 | $110.4M |
| Gilder Gagnon Howe & Co. LLC | 1.08% | Reduce -0.9% | 270,527 | $101.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -20.5% | 269,598 | $101.1M |
| Holocene Advisors, LP | 0.25% | Reduce -19.9% | 268,448 | $100.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +11.6% | 233,459 | $87.5M |
| Junto Capital Management LP | 1.85% | Reduce -41.4% | 232,846 | $87.3M |
| UBS Group AG | 0.02% | Add +9.9% | 231,096 | $86.7M |
| Baron Capital (BAMCO) | 0.23% | Add +34.6% | 222,479 | $83.4M |
| Royal Bank of Canada | 0.02% | Add +19.2% | 209,682 | $78.6M |
| Truist Financial Corp. | 0.11% | Add +1.4% | 208,262 | $78.1M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -15.9% | 198,459 | $74.4M |
| Stifel Financial Corp. | 0.07% | Add +5.8% | 198,139 | $74.3M |
| Man Group plc | 0.16% | Add +79.6% | 198,087 | $74.3M |
| Captrust Financial Advisors | 0.16% | Add +5.1% | 196,213 | $73.6M |
| Bridgewater Associates | 0.29% | Reduce -13.6% | 192,655 | $72.2M |
| Allspring Global Investments Holdings, LLC | 0.12% | Add +30.0% | 191,727 | $71.5M |
| Nuveen, LLC | 0.02% | Add +1.1% | 188,100 | $70.5M |
| Brown Brothers Harriman & Co. | 0.45% | Add +5.3% | 184,742 | $69.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +5.8% | 182,689 | $68.5M |
| Ghisallo Capital Management LLC | 1.74% | New | 173,500 | $65.1M |
| Franklin Resources Inc. | 0.02% | Reduce -2.4% | 163,317 | $61.2M |
| Employees Retirement System of Texas | 0.59% | Reduce -17.5% | 163,000 | $61.1M |
| Deutsche Bank AG | 0.02% | Add +2.0% | 161,900 | $60.7M |
| First Trust Advisors LP | 0.05% | Reduce -5.4% | 156,647 | $58.7M |
| Coronation Fund Managers Ltd. | 3.07% | Add +22.4% | 151,023 | $56.6M |
| Comerica Bank | 0.22% | Reduce -6.5% | 149,175 | $55.9M |
| California Public Employees Retirement System | 0.03% | Add +6.1% | 145,628 | $54.6M |
| Neuberger Berman Group LLC | 0.04% | Add +242.0% | 144,580 | $54.2M |
| Twinbeech Capital LP | 1.13% | New | 133,319 | $50.0M |
| LPL Financial LLC | 0.02% | Add +6.9% | 126,435 | $47.4M |
| D. E. Shaw & Co. | 0.05% | Reduce -30.2% | 124,354 | $46.6M |
| California State Teachers Retirement System | 0.05% | Add +3.7% | 117,846 | $44.2M |
| National Pension Service | 0.04% | Add +0.4% | 114,801 | $43.0M |
| Amundi | 0.01% | Add +15.1% | 114,003 | $42.9M |
| Focus Partners Advisor Solutions, LLC | 0.56% | Reduce -0.9% | 111,969 | $42.0M |
| Family Wealth Partners, LLC | 16.79% | Reduce -0.0% | 111,902 | $42.0M |
| Renaissance Technologies | 0.05% | Add +209.3% | 109,800 | $41.2M |
| Rhumbline Advisers | 0.03% | Add +4.5% | 105,798 | $39.7M |
| Danske Bank A/S | 0.10% | Reduce -21.5% | 102,569 | $38.5M |
| Aberdeen Group plc | 0.06% | Reduce -26.0% | 102,164 | $37.8M |
| Ensign Peak Advisors, Inc | 0.06% | Add +109.6% | 100,582 | $37.7M |
| Moore Capital Management, LP | 0.81% | Add +260.3% | 100,512 | $37.7M |
| Maverick Capital | 0.57% | Reduce -69.0% | 99,507 | $37.3M |
| Zurich Insurance Group Ltd | 0.29% | New | 99,455 | $37.3M |
| Artemis Investment Management LLP | 0.48% | Reduce -13.6% | 99,125 | $37.2M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +11.9% | 98,138 | $36.8M |
"% of holder's portfolio" is LPLA's weight in each manager's 13F, not the share of LPL Financial Holdings Inc. the manager owns.