LPL Financial HoldingsLPLA
13F holders, Q3 2025 (September 30)759holders −42
71new positions
109sold out
11famous investors
$332.38avg. 13F price*
At the end of Q3 2025, 759 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings, down 42 from Q2 2025. 71 opened new positions and 109 sold out. The largest holders were Vanguard Group Inc. ($2.8B), BlackRock, Inc. ($1.7B) and Boston Partners ($1.2B). 11 famous investors held it, including Stephen Mandel (5.5% of Lone Pine Capital's portfolio), Dan Loeb (2.4% of Third Point's portfolio) and Tom Gayner (1.5% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $265.9M |
| Exits | 109 | $1.4B |
All 13F filers, Q2 2025 → Q3 2025: 9,993,692 shares bought and 9,789,343 shares sold, net +204,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 759 holders
| Vanguard Group Inc. | 0.04% | Add +4.0% | 8,303,768 | $2.8B |
| BlackRock, Inc. | 0.03% | Add +3.0% | 4,976,517 | $1.7B |
| Boston Partners | 1.25% | Reduce -0.3% | 3,669,326 | $1.2B |
| Dodge & Cox | 0.60% | Add +23.2% | 3,329,255 | $1.1B |
| Massachusetts Financial Services Co. | 0.33% | Add +32.8% | 3,242,353 | $1.1B |
| Janus Henderson Group PLC | 0.47% | Add +0.6% | 3,097,351 | $1.0B |
| Capital World Investors | 0.12% | Add +15960.1% | 2,628,551 | $874.5M |
| Kayne Anderson Rudnick Investment Management LLC | 2.01% | Reduce -2.9% | 2,482,615 | $825.9M |
| Lone Pine Capital | 5.46% | Add +20.5% | 2,255,714 | $750.5M |
| Principal Financial Group Inc. | 0.33% | Add +23.4% | 1,970,021 | $655.4M |
| State Street Corp. | 0.02% | Add +5.9% | 1,828,455 | $608.3M |
| WCM Investment Management, LLC | 1.24% | Add +0.7% | 1,742,991 | $593.7M |
| Geode Capital Management, LLC | 0.03% | Reduce -10.5% | 1,543,258 | $512.0M |
| Morgan Stanley | 0.03% | Add +7.7% | 1,479,651 | $492.3M |
| Samlyn Capital, LLC | 6.36% | Add +10.8% | 1,346,494 | $448.0M |
| FMR LLC | 0.02% | Reduce -54.3% | 1,121,923 | $373.3M |
| Jennison Associates LLC | 0.21% | Reduce -21.2% | 1,104,950 | $367.6M |
| Millennium Management | 0.29% | Add +1104.0% | 1,053,168 | $350.4M |
| SurgoCap Partners LP | 9.39% | Add +12.8% | 994,278 | $330.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -19.1% | 938,755 | $312.3M |
| Bank of America Corp. | 0.02% | Reduce -8.7% | 878,032 | $292.1M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -1.9% | 847,816 | $282.1M |
| Raymond James Financial Inc. | 0.09% | Reduce -5.3% | 824,267 | $274.2M |
| Darlington Partners Capital Management, LP | 8.82% | No change | 785,737 | $261.4M |
| TD Asset Management Inc | 0.19% | Add +5.9% | 691,702 | $230.1M |
| APG Asset Management N.V. | 0.61% | Add +51.2% | 767,333 | $217.3M |
| Third Point | 2.39% | Reduce -4.9% | 594,143 | $197.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -19.2% | 589,491 | $196.1M |
| Eminence Capital, LP | 2.87% | Add +6.5% | 587,624 | $195.5M |
| Westfield Capital Management Co. LP | 0.80% | Reduce -26.4% | 575,462 | $191.5M |
| Alliancebernstein L.P. | 0.06% | Reduce -19.6% | 564,215 | $187.7M |
| Wells Fargo & Company | 0.04% | Reduce -6.4% | 563,613 | $187.5M |
| Markel Group | 1.49% | Add +1.6% | 553,321 | $184.1M |
| Invesco Ltd. | 0.03% | Reduce -2.2% | 539,444 | $179.5M |
| Agf Management Ltd. | 0.79% | Reduce -29.8% | 537,275 | $178.7M |
| Northern Trust Corp. | 0.02% | Add +1.8% | 532,302 | $177.1M |
| Clarkston Capital Partners, LLC | 3.57% | Reduce -16.7% | 498,633 | $165.9M |
| Epoch Investment Partners, Inc. | 0.88% | Reduce -16.7% | 482,698 | $160.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -6.8% | 452,474 | $150.5M |
| First Pacific Advisors, LP | 2.07% | No change | 443,503 | $147.5M |
| Fairview Capital Investment Management, LLC | 7.39% | Reduce -1.6% | 437,905 | $145.7M |
| American Century Companies Inc. | 0.07% | Reduce -28.4% | 427,634 | $142.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.4% | 405,152 | $134.8M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -3.7% | 397,355 | $132.2M |
| Citadel Advisors | 0.10% | New | 384,351 | $127.9M |
| Railway Pension Investments Ltd | 1.64% | Add +276.6% | 363,400 | $120.9M |
| Azora Capital LP | 5.45% | Reduce -25.2% | 353,356 | $117.6M |
| Junto Capital Management LP | 2.45% | Add +50.8% | 351,210 | $116.8M |
| UBS Group AG | 0.02% | Add +45.5% | 336,128 | $111.8M |
| Legal & General Group Plc | 0.03% | Add +2.1% | 335,369 | $111.6M |
| Macquarie Group Ltd. | 0.13% | Reduce -2.7% | 333,624 | $111.0M |
| Caisse de depot et placement du Quebec | 0.19% | Reduce -1.2% | 310,932 | $103.4M |
| Holocene Advisors, LP | 0.23% | Add +11.3% | 298,873 | $99.4M |
| Royal Bank of Canada | 0.02% | Add +39.7% | 292,952 | $97.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +22.3% | 285,606 | $95.0M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -8.0% | 271,013 | $90.2M |
| Gilder Gagnon Howe & Co. LLC | 0.90% | Reduce -1.7% | 265,966 | $88.5M |
| Focus Partners Advisor Solutions, LLC | 0.85% | Add +77.7% | 198,980 | $74.7M |
| Fort Washington Investment Advisors Inc. | 0.40% | Add +222.2% | 223,144 | $74.2M |
| Truist Financial Corp. | 0.09% | Add +0.7% | 209,647 | $69.7M |
| Bridgewater Associates | 0.27% | Add +8.3% | 208,744 | $69.4M |
| Baron Capital (BAMCO) | 0.18% | Reduce -6.5% | 207,897 | $69.2M |
| Jane Street Group, LLC | 0.08% | Add +5212.1% | 197,769 | $65.8M |
| Brown Brothers Harriman & Co. | 0.39% | Add +3.0% | 190,358 | $63.3M |
| Westwood Holdings Group Inc. | 0.46% | New | 190,089 | $63.2M |
| Nuveen, LLC | 0.02% | Add +0.4% | 188,925 | $62.9M |
| Coronation Fund Managers Ltd. | 3.26% | Add +24.5% | 187,973 | $62.5M |
| Stifel Financial Corp. | 0.06% | Reduce -5.7% | 186,828 | $62.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +0.5% | 183,674 | $61.1M |
| Deutsche Bank AG | 0.02% | Add +7.0% | 173,208 | $57.6M |
| Franklin Resources Inc. | 0.01% | Add +3.4% | 168,787 | $56.2M |
| Employees Retirement System of Texas | 0.51% | Reduce -0.9% | 161,500 | $53.7M |
| Man Group plc | 0.11% | Reduce -18.6% | 161,152 | $53.6M |
| Wellington Management Group LLP | 0.01% | Reduce -51.4% | 160,204 | $53.3M |
| California Public Employees Retirement System | 0.03% | Add +9.5% | 159,515 | $53.1M |
| Allspring Global Investments Holdings, LLC | 0.08% | Reduce -15.3% | 162,386 | $51.5M |
| Comerica Bank | 0.18% | Reduce -2.6% | 145,218 | $48.3M |
| Citigroup Inc. | 0.03% | Add +177.3% | 142,785 | $47.5M |
| First Trust Advisors LP | 0.04% | Reduce -9.5% | 141,729 | $47.2M |
| Danske Bank A/S | 0.11% | Add +28.1% | 131,432 | $43.7M |
| LPL Financial LLC | 0.01% | Add +1.9% | 128,898 | $42.9M |
| Sei Investments Co. | 0.04% | Reduce -70.5% | 123,735 | $41.2M |
| Marshall Wace, LLP | 0.04% | Add +488.5% | 120,732 | $40.2M |
| California State Teachers Retirement System | 0.04% | Add +1.5% | 119,650 | $39.8M |
| Amundi | 0.01% | Add +11.1% | 126,600 | $39.5M |
| Victory Capital Management Inc. | 0.02% | Add +295.8% | 118,157 | $39.3M |
| National Pension Service | 0.03% | Add +1.9% | 116,987 | $38.9M |
| Southpoint Capital Advisors LP | 1.00% | Reduce -68.5% | 115,000 | $38.3M |
| Ensign Peak Advisors, Inc | 0.06% | Add +13.6% | 114,278 | $38.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -58.2% | 112,632 | $37.5M |
| Family Wealth Partners, LLC | 13.17% | Reduce -5.6% | 105,644 | $35.1M |
| Rhumbline Advisers | 0.03% | Reduce -2.2% | 103,497 | $34.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +3.4% | 101,421 | $33.7M |
| HSBC Holdings PLC | 0.02% | Add +125.0% | 100,066 | $33.1M |
| Hudson Bay Capital Management LP | 0.23% | Add +7.7% | 99,118 | $33.0M |
| Aberdeen Group plc | 0.05% | Reduce -9.3% | 92,694 | $30.8M |
| Solel Partners LP | 5.57% | No change | 87,000 | $28.9M |
| Susquehanna International Group, LLP | 0.04% | Add +63.8% | 85,486 | $28.4M |
| Renaissance Technologies | 0.04% | Reduce -24.8% | 82,600 | $27.5M |
| Swedbank AB | 0.03% | Add +257.9% | 80,487 | $26.8M |
"% of holder's portfolio" is LPLA's weight in each manager's 13F, not the share of LPL Financial Holdings Inc. the manager owns.