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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

752 managers (769 13F filers) reported a position in LPLA shares at 2026-06-30, 82,874,967 shares in all. 89 filers opened a position and 92 filers sold out during the quarter.

Managers
752
13F filers
769
New
89
Added
256
Reduced
303
Sold out
92
Shares held by filers
82,874,967

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…19,275$5.43M0.08%+13,01313F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…19,016$5.36M0.08%+1,90113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\18,563$5.23M0.01%-27613F-HRTimelineGroup
REINHART PARTNERS, LLC.18,559$5.23M0.12%-1,19213F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP18,439$5.19M0.34%+2,87613F-HRTimeline
Cetera Investment Advisers18,019$5.08M<0.01%-1,49213F-HRTimeline
SEB Asset Management AB17,757$5M0.02%+1,04713F-HRTimeline
Silvant Capital Management LLC17,188$4.84M0.14%-2,07213F-HRTimeline
Vestmark Advisory Solutions, Inc.16,998$4.79M0.04%-1,13813F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT16,793$4.73M0.04%-56,25713F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …16,662$4.69M<0.01%-18,32913F-HRTimelineGroup
Freshford Capital Management, LLCin group Freshford Capital Management,…16,624$4.68M1.6%new13F-HRTimelineGroup
DNB Asset Management ASin group DNB Asset Management AS16,477$4.64M0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,124$4.54M0.01%+1,76213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC16,070$4.53M0.01%+1,86113F-HRTimeline
PRIMECAP MANAGEMENT CO/CA/16,000$4.51M<0.01%013F-HRTimeline
Eurizon Capital SGR S.p.A.16,043$4.5M0.01%+68513F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC15,938$4.49M0.14%-12,91713F-HRTimeline
BLAIR WILLIAM & CO/IL15,924$4.49M0.01%-1,24613F-HRTimeline
Bell Asset Management Ltd15,700$4.42M1.18%+2,04613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/15,429$4.35M<0.01%+70113F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.15,337$4.32M0.01%+1,58913F-HRTimelineGroup
BRANT POINT INVESTMENT MANAGEMENT LLC14,987$4.22M0.94%-2,97713F-HRTimeline
Creative Planningin group Creative Planning14,847$4.18M<0.01%+3,63713F-HRTimelineGroup
Janney Montgomery Scott LLC14,413$4.06M0.01%-5,24813F-HRTimeline
United Asset Strategies, Inc.14,409$4.06M0.29%+64213F-HRTimeline
Connor, Clark & Lunn Investment Managem…14,288$4.02M0.01%+13,04413F-HRTimeline
Kerusso Capital Management LLC13,940$3.93M1.43%+2,65213F-HRTimeline
XPONANCE LLC13,798$3.89M0.02%-5,16513F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.13,539$3.81M<0.01%+2,13913F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK13,172$3.71M0.02%-77513F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…12,973$3.65M0.03%-6713F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding12,922$3.64M-18,527Timeline
KBC Group NVin group KBC Group NV12,835$3.62M0.01%-8713F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC12,795$3.6M0.01%-7,66113F-HRTimelineGroup
&PARTNERS12,702$3.58M0.01%-39213F-HRTimeline
Federation des caisses Desjardins du Qu…12,618$3.55M0.01%+1,36713F-HRTimeline
Atria Investments, Inc12,538$3.53M0.04%-1,82213F-HRTimeline
PensionDanmark Pensionsforsikringsaktie…12,320$3.47M0.03%+1,00813F-HRTimeline
HighTower Advisors, LLC12,255$3.45M<0.01%-99313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,181$3.43M0.02%-2,32513F-HRTimeline
Utah Retirement Systems12,154$3.42M0.03%-80013F-HRTimeline
Annex Advisory Services, LLC12,128$3.42M0.06%+1,15313F-HRTimeline
Financiere des Professionnels - Fonds d…12,104$3.41M0.19%-34513F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …12,021$3.39M0.02%+99013F-HRTimeline
Police & Firemen's Retirement System of…12,011$3.38M0.03%-24413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,770$3.32M0.01%-3,49313F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC11,655$3.28M0.05%+77413F-HRTimelineGroup
NewEdge Wealth, LLC11,476$3.23M0.03%-1,43813F-HRTimeline
Aigen Investment Management, LP11,395$3.21M0.88%new13F-HRTimeline
Oak Thistle LLC11,374$3.2M0.31%+9,44613F-HRTimeline
Oliver Luxxe Assets LLC11,152$3.14M0.46%+65013F-HRTimeline
Anchor Investment Management, LLC10,962$3.09M0.23%+7813F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN10,760$3.03M0.01%+45913F-HRTimeline
Cornerstone Wealth Management, LLC10,662$3M0.13%-1,20513F-HRTimeline
Summit Trail Advisors, LLC10,602$2.99M0.04%+1,25913F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP10,380$2.92M0.01%+58113F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …10,143$2.86M0.02%+44113F-HRTimelineGroup
SG Americas Securities, LLC10,042$2.83M<0.01%+1,99013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES10,041$2.83M0.98%013F-HRTimeline
Segment Wealth Management, LLC9,995$2.82M0.15%+79813F-HRTimeline
CIBC WORLD MARKET INC.9,907$2.79M<0.01%+3,02713F-HRTimeline
Sanctuary Advisors, LLC9,902$2.79M0.01%-1,58413F-HRTimeline
CIBC Asset Management Inc9,766$2.75M0.01%+5,55413F-HRTimeline
TUDOR INVESTMENT CORP ET AL9,632$2.71M0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,446$2.66M<0.01%-11413F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,231$2.6M0.82%-6013F-HRTimeline
Candriam S.C.A.9,210$2.59M0.01%+1,91513F-HRTimeline
DekaBank Deutsche Girozentrale8,718$2.58M<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,093$2.56M<0.01%+15313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,969$2.53M<0.01%+42213F-HRTimeline
GREENLEAF TRUST8,942$2.52M0.02%-14613F-HRTimeline
OP Asset Management Ltd8,913$2.51M0.03%+47713F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …8,754$2.46M<0.01%-14,74913F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC8,666$2.44M0.66%+513F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…7,849$2.36M0.15%013F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT8,173$2.3M0.11%+2,50713F-HRTimeline
TD Waterhouse Canada Inc.7,753$2.27M0.01%-59,63813F-HRTimeline
Avanza Fonder AB8,043$2.27M0.05%013F-HRTimeline
INTERCAPITAL, LLC8,000$2.25M0.99%013F-HRTimeline
Sterling Capital Management LLC7,903$2.23M0.04%+1,45113F-HRTimeline
HB Wealth Management, LLC7,775$2.19M0.01%-1413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,769$2.19M0.06%+1,06713F-HRTimeline
WealthPoint Financial, LLC7,625$2.15M1.57%+1,26513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,604$2.14M<0.01%-7,07213F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…7,468$2.1M0.01%013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC7,444$2.1M0.04%+77013F-HRTimelineGroup
Caldwell Trust Co7,428$2.09M0.17%-40513F-HRTimeline
HM PAYSON & CO7,405$2.09M0.03%+2513F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC7,370$2.08M0.26%-10,53013F-HRTimeline
Catalyst Funds Management Pty Ltd7,320$2.06M0.12%-9,76013F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…7,289$2.05M0.02%+23213F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A7,243$2.04M0.01%+15413F-HRTimelineGroup
Decatur Capital Management, Inc.7,227$2.04M0.69%new13F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…7,163$2.02M<0.01%+1,37013F-HRTimelineGroup
Kentucky Retirement Systemsgroup of 2 filers holding7,118$2M+5,021Timeline
Cerity Partners LLCin group Cerity Partners LLC6,916$1.95M<0.01%+18113F-HRTimelineGroup
Bridgewater Associates, LP6,900$1.94M0.01%new13F-HRTimeline
Illinois Municipal Retirement Fund6,893$1.94M0.02%-7,37913F-HRTimeline
TWO SIGMA SECURITIES, LLC6,789$1.91M0.16%+2,53013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,767$1.91M<0.01%-45313F-HRTimelineGroup
CGN Advisors LLC6,679$1.88M0.14%+76213F-HRTimeline
Ilmarinen Mutual Pension Insurance Co6,624$1.87M0.01%013F-HRTimeline
MACKENZIE FINANCIAL CORP6,623$1.87M<0.01%+3513F-HRTimeline
Dynasty Wealth Management, LLC6,598$1.86M0.01%-1,55013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC6,591$1.86M0.02%+4,57113F-HRTimeline
TCW GROUP INCin group TCW GROUP INC6,419$1.81M0.01%-3,69113F-HRTimelineGroup
Gulf International Bank (UK) Ltd6,095$1.72M0.03%-9913F-HRTimeline
STANCE CAPITAL LLC6,042$1.7M0.52%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,002$1.69M0.17%-18413F-HRTimeline
Fremen Capital Management LP6,002$1.69M1.48%-5,07613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,967$1.68M0.03%-1,04113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,927$1.67M0.03%+4313F-HRTimeline
Sterling Group Wealth Management, LLC5,827$1.64M0.67%-4213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …5,685$1.6M0.02%+83613F-HRTimelineGroup
CRAWFORD INVESTMENT COUNSEL INC5,630$1.59M0.03%+50013F-HRTimeline
Saudi Central Bank5,613$1.58M0.02%+2,65913F-HRTimeline
Storgate, LLC5,586$1.57M0.33%+3,95613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,452$1.53M<0.01%+51913F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,362$1.51M<0.01%-122,05913F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC5,351$1.51M0.24%+78713F-HRTimeline
Ethic Inc.5,340$1.5M0.02%+19313F-HRTimeline
Quantitative Investment Management, LLC5,335$1.5M0.16%+2,97713F-HRTimeline
TWINBEECH CAPITAL LP5,320$1.5M0.27%new13F-HRTimeline
Dana Investment Advisors, Inc.5,313$1.5M0.04%+16213F-HRTimeline
Sovereign's Capital Management, LLC5,278$1.49M0.99%-7013F-HRTimeline
Knollwood Investment Advisory, LLC5,275$1.49M0.13%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…5,384$1.45M0.02%+2,86213F-HRTimelineGroup
Investment Management Corp of Ontario5,102$1.44M0.02%-64013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …5,055$1.42M<0.01%-513F-HR/ATimelineGroup
TOBAM5,013$1.41M0.34%-1,03013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fulton Bank, N.A.4,951$1.39M0.04%-1213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA4,914$1.38M<0.01%-79113F-HRTimelineGroup
Fideuram Asset Management (Ireland) dac4,643$1.38M0.03%new13F-HRTimeline
Independent Advisor Alliance4,839$1.36M0.03%-19613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,831$1.36M<0.01%-12913F-HRTimelineGroup
LORD, ABBETT & CO. LLC4,819$1.36M<0.01%-7,88113F-HRTimeline
Edgestream Partners, L.P.4,808$1.35M0.04%new13F-HRTimeline
Shepherd Financial Partners LLC4,755$1.34M0.11%013F-HRTimeline
Merit Financial Group, LLC4,730$1.33M0.01%+10813F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,726$1.33M<0.01%-1,67413F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE4,696$1.32M<0.01%+91813F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,621$1.3M<0.01%+54313F-HRTimelineGroup
AMALGAMATED BANK4,590$1.29M0.01%-1,87113F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS4,570$1.29M0.01%+1,13613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,512$1.27M<0.01%+1,05913F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC4,479$1.26M0.23%+4013F-HRTimeline
Presidio Capital Management, LLC4,478$1.26M0.32%+513F-HRTimeline
OMERS ADMINISTRATION Corp4,455$1.25M0.01%+48213F-HRTimeline
Campbell & CO Investment Adviser LLC4,298$1.21M0.06%-1,86813F-HRTimeline
Maryland State Retirement & Pension Sys…4,296$1.21M0.02%+42313F-HRTimeline
TT International Asset Management LTD3,952$1.16M0.15%-3613F-HRTimeline
Allworth Financial LP4,107$1.16M<0.01%-2,39613F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC4,055$1.14M0.01%+59213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,865$1.09M0.01%-24813F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP3,840$1.08M0.01%-6,62213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,835$1.08M<0.01%-1,45613F-HR/ATimeline
Leelyn Smith, LLC3,764$1.06M0.13%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise3,739$1.05M0.06%-1,08813F-HRTimelineGroup
Polar Asset Management Partners Inc.3,736$1.05M0.02%-5,18013F-HRTimeline
Third View Private Wealth, LLC3,732$1.05M0.13%-90813F-HRTimeline
Buttonwood Financial Advisors Inc.3,685$1.04M0.32%+1,07013F-HRTimeline
GSA CAPITAL PARTNERS LLP3,658$1.03M0.06%new13F-HRTimeline
CHOREO, LLC3,631$1.02M0.01%-43213F-HRTimeline
Vise Technologies, Inc.3,626$1.02M0.01%-69113F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.3,555$1M0.03%013F-HRTimelineGroup
MAI Capital Management3,552$1M<0.01%-3313F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,015$987K0.12%-7513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,445$970K0.01%-15113F-HR/ATimeline
SHELTON WEALTH MANAGEMENT, LLC3,436$968K0.38%-23613F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.3,433$965K0.01%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC3,370$949K0.02%+15013F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,256$917K0.01%new13F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…3,252$916K0.01%-3,53213F-HRTimelineGroup
DIVERSIFIED TRUST CO3,249$915K0.01%-5,84913F-HRTimeline
Aureus Asset Management, LLC3,234$911K0.06%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,131$882K0.02%+3,08613F-HRTimelineGroup
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)3,122$879K0.01%+12213F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co3,040$856K0.01%-32613F-HRTimelineGroup
Sequoia Financial Advisors, LLC2,986$841K<0.01%-10513F-HRTimeline
Prospera Financial Services Inc2,939$828K0.01%+9013F-HRTimeline
Steward Partners Investment Advisory, L…2,924$824K<0.01%-10613F-HRTimeline
BASSWOOD CAPITAL MANAGEMENT, L.L.C.2,921$823K0.04%-27,28513F-HRTimeline
E. Ohman J:or Asset Management AB2,916$821K0.02%013F-HRTimeline
Stenger Family Office, LLC2,909$819K0.13%-39613F-HRTimeline
Yorktown Management & Research Co Inc2,850$803K0.49%+75013F-HRTimeline
BURNEY CO/2,817$793K0.02%-97813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding2,807$791K-11Timeline
RITHOLTZ WEALTH MANAGEMENT2,806$790K0.01%-6013F-HR/ATimeline
Orion Porfolio Solutions, LLC2,783$784K0.01%-1,37313F-HRTimeline
Cambridge Investment Research Advisors,…2,779$783K<0.01%+6813F-HR/ATimeline
Union Bancaire Privee, UBP SA2,820$758K0.01%+15713F-HRTimeline
Vestcor Inc2,689$757K0.02%013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP2,655$748K0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,622$739K0.01%+74913F-HRTimelineGroup
Parallel Advisors, LLC2,615$737K0.01%-9613F-HRTimeline
Farther Finance Advisors, LLC2,597$731K0.01%+6413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,596$731K<0.01%+78513F-HRTimelineGroup
Generali Asset Management SPA SGR2,588$729K0.01%-78313F-HRTimeline
Fieldview Capital Management, LLC2,577$726K0.21%-34813F-HRTimeline