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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

776 managers (793 13F filers) reported a position in LPLA shares at 2025-03-31, 77,961,760 shares in all. 118 filers opened a position and 56 filers sold out during the quarter.

Managers
776
13F filers
793
New
118
Added
324
Reduced
223
Sold out
56
Shares held by filers
77,961,760

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Handelsbanken Fonder AB21,181$6.93M0.03%+2,00013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\21,035$6.88M0.01%+94113F-HRTimelineGroup
IRIDIAN ASSET MANAGEMENT LLC/CT20,901$6.84M2.14%-8,00113F-HRTimeline
Winthrop Advisory Group LLC20,579$6.73M0.81%-37513F-HRTimeline
BLAIR WILLIAM & CO/IL20,438$6.69M0.02%-91813F-HRTimeline
MML INVESTORS SERVICES, LLC20,102$6.58M0.02%+3,18613F-HRTimeline
Sculptor Capital LPin group Sculptor Capital LP20,000$6.54M0.15%new13F-HRTimelineGroup
Atria Investments, Inc19,999$6.54M0.08%+4,20513F-HRTimeline
Point72 Europe (London) LLP19,996$6.54M0.45%-11,00013F-HRTimeline
CASTLEARK MANAGEMENT LLC19,890$6.51M0.23%new13F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS19,572$6.4M0.02%+1,02113F-HRTimeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…19,300$6.31M0.08%+2,80013F-HRTimeline
Schonfeld Strategic Advisors LLC19,286$6.31M0.04%+1,18213F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC19,246$6.3M0.19%+9913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding18,622$6.26M+9,211Timeline
Cetera Investment Advisers18,400$6.02M0.01%+3,74713F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC18,059$5.91M1.01%+2513F-HRTimeline
Poplar Forest Capital LLC18,019$5.89M1.05%-7,99213F-HRTimeline
Illinois Municipal Retirement Fund17,742$5.8M0.08%013F-HRTimeline
TOWNSQUARE CAPITAL LLC17,719$5.8M0.06%+2,18713F-HRTimeline
Sanctuary Advisors, LLC17,684$5.79M0.04%+1,05213F-HRTimeline
Strategic Global Advisors, LLC16,799$5.5M1.09%-9,85613F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.16,588$5.43M0.02%+3,73013F-HRTimelineGroup
TOBAM16,331$5.34M2.28%-3,80213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Skandinaviska Enskilda Banken AB (publ)16,125$5.28M0.03%+70113F-HRTimeline
PRIMECAP MANAGEMENT CO/CA/16,000$5.23M<0.01%013F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…15,910$5.2M0.05%+1,11413F-HRTimelineGroup
Silvant Capital Management LLC15,701$5.14M0.24%+2,95513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK15,632$5.11M0.03%-3,18413F-HRTimelineGroup
Northwest Financial Advisors15,505$5.07M4.21%+1313F-HRTimeline
Sterling Capital Management LLC15,158$4.96M0.08%+2,15513F-HRTimeline
FORSTA AP-FONDEN15,000$4.91M0.04%-50013F-HRTimeline
XPONANCE LLC14,705$4.81M0.05%+27613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,704$4.81M0.04%+52213F-HRTimeline
IFM Investors Pty Ltd14,695$4.81M0.05%013F-HR/ATimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …14,532$4.75M0.01%+3,01213F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …14,319$4.68M0.03%+413F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS13,809$4.52M0.02%+86513F-HRTimelineGroup
HighTower Advisors, LLC13,762$4.5M0.01%-1,43813F-HRTimeline
KBC Group NVin group KBC Group NV13,679$4.47M0.01%+45313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,666$4.47M<0.01%-46,24413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC13,654$4.47M0.01%+1,04313F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.13,543$4.43M0.01%-4413F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC13,417$4.39M0.11%+45213F-HRTimeline
Voleon Capital Management LP13,056$4.27M0.33%+6,09613F-HRTimeline
CIBC WORLD MARKET INC.12,725$4.16M0.01%+14313F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP12,500$4.09M0.11%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Polymer Capital Management (US) LLC12,500$4.09M1.24%new13F-HRTimeline
Gillson Capital LP12,500$4.09M0.35%new13F-HRTimeline
Cornerstone Wealth Management, LLC12,457$4.08M0.28%+713F-HRTimeline
Estate Counselors, LLC12,430$4.07M0.42%new13F-HRTimeline
Utah Retirement Systems12,317$4.03M0.05%013F-HRTimeline
Bullseye Asset Management LLC12,248$4.01M2.17%-9,00013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,132$3.97M0.01%+28413F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC12,066$3.95M0.11%-52613F-HRTimeline
TT International Asset Management LTD11,963$3.91M0.58%-8013F-HRTimeline
Empowered Funds, LLC11,493$3.76M0.05%-62213F-HRTimeline
Crossmark Global Holdings, Inc.11,437$3.74M0.07%+7,78913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,375$3.72M0.01%-31,96613F-HR/ATimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK11,262$3.68M0.01%+1,48813F-HRTimelineGroup
United Asset Strategies, Inc.11,027$3.61M0.33%-18413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding10,927$3.57M-4,872Timeline
Otter Creek Advisors, LLC10,845$3.55M2.47%new13F-HRTimeline
Police & Firemen's Retirement System of…10,821$3.54M0.04%013F-HRTimeline
&PARTNERS10,157$3.42M0.04%+1,91013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,411$3.41M0.01%+3,40313F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…10,224$3.34M0.02%+2,67213F-HRTimelineGroup
Genus Capital Management Inc.10,095$3.3M0.48%new13F-HRTimeline
Edgestream Partners, L.P.10,058$3.29M0.11%new13F-HRTimeline
RETIREMENT CAPITAL STRATEGIES10,041$3.28M1.28%013F-HRTimeline
HBK INVESTMENTS L P10,000$3.27M0.06%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ovata Capital Management Ltdin group Ovata Capital Management Ltd10,000$3.27M1.24%new13F-HRTimelineGroup
Bain Capital Life Sciences Investors, L…group of 2 filers holding10,000$3.27MnewTimeline
WOLVERINE TRADING, LLC9,581$3.23M0.1%+8,70413F-HRTimeline
Anchor Investment Management, LLC9,771$3.2M0.3%+7413F-HRTimeline
GREENLEAF TRUST9,395$3.07M0.03%+5013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd9,355$3.06M0.16%new13F-HRTimelineGroup
BEACON INVESTMENT ADVISORS LLC9,333$3.05M1.44%-113F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN9,295$3.04M0.02%+12613F-HRTimeline
Oliver Luxxe Assets LLC9,019$2.95M0.55%+64613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC8,992$2.94M<0.01%+1,41013F-HRTimelineGroup
DekaBank Deutsche Girozentrale8,627$2.87M0.01%-9113F-HRTimeline
Orion Porfolio Solutions, LLC8,665$2.83M0.03%+4,22413F-HRTimeline
Orion Portfolio Solutions, LLC8,665$2.83M0.03%+4,22413F-HR/ATimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC8,634$2.82M1.3%013F-HRTimeline
Annex Advisory Services, LLC8,604$2.81M0.08%-3,74713F-HRTimeline
F/m Investments LLC8,578$2.81M0.11%+31013F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…8,326$2.72M0.01%+39713F-HRTimelineGroup
Caldwell Trust Co8,187$2.68M0.29%-22513F-HRTimeline
OP Asset Management Ltd8,106$2.65M0.04%13F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,017$2.62M0.01%+55213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,988$2.61M0.12%+1,10413F-HRTimeline
HENNESSY ADVISORS INC7,800$2.55M0.08%-2,90013F-HRTimeline
HM PAYSON & CO7,635$2.5M0.04%-17713F-HRTimeline
OCONNOR, A Distinct Business Unit of UB…7,500$2.45M0.06%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Symmetry Investments LPin group Symmetry Investments LP7,500$2.45M0.22%new13F-HRTimelineGroup
Siren, L.L.C.in group Siren, L.L.C.7,500$2.45M0.14%new13F-HR/ATimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…7,468$2.44M0.01%013F-HRTimeline
Quantitative Investment Management, LLC7,296$2.39M0.22%new13F-HRTimeline
Qube Research & Technologies Ltd7,278$2.38M<0.01%-41,71413F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding7,246$2.37MnewTimeline
HB Wealth Management, LLC7,233$2.37M0.02%+5,92913F-HRTimeline
Sheaff Brock Investment Advisors, LLC7,200$2.36M0.22%-17713F-HRTimeline
Integrated Investment Consultants, LLC7,176$2.35M0.47%-28913F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,110$2.33M<0.01%+2,21313F-HRTimelineGroup
Donoghue Forlines LLC7,054$2.31M0.73%+59113F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC7,021$2.3M0.01%+1,26413F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC7,010$2.29M0.06%-1,30013F-HRTimeline
OV Management LLC7,000$2.29M1.07%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,991$2.29M<0.01%+1,09713F-HRTimeline
SG Americas Securities, LLC6,987$2.29M0.01%new13F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP6,863$2.25M0.01%+2013F-HRTimeline
CGN Advisors LLC6,717$2.2M0.22%-81113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP6,716$2.2M<0.01%-5,21413F-HRTimelineGroup
Summit Trail Advisors, LLC6,655$2.18M0.07%+4,83313F-HRTimeline
SummitTX Capital, L.P.6,614$2.16M0.1%13F-HRTimeline
Sterling Group Wealth Management, LLC6,535$2.14M1.15%-3013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,503$2.13M0.27%-67813F-HRTimeline
NISA INVESTMENT ADVISORS, LLC6,497$2.13M0.01%+4,31913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC6,480$2.12M0.04%-77913F-HRTimelineGroup
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …6,438$2.1M<0.01%+2213F-HRTimelineGroup
DIVERSIFIED TRUST CO6,350$2.08M0.05%+11313F-HRTimeline
Candriam S.C.A.6,338$2.07M0.01%-113F-HRTimeline
Dynasty Wealth Management, LLC6,331$2.07M0.03%+16613F-HRTimeline
Dana Investment Advisors, Inc.6,058$1.98M0.07%-9113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,010$1.97M<0.01%-2,42813F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC6,005$1.96M0.02%+2,34913F-HRTimelineGroup
Tredje AP-fonden5,945$1.94M0.02%013F-HRTimeline
AMALGAMATED BANK5,875$1.92M0.02%+21313F-HRTimeline
Avanza Fonder AB5,607$1.9M0.06%+1,13413F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A5,786$1.89M0.01%-6513F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO5,773$1.89M0.11%-21413F-HRTimelineGroup
Coastal Bridge Advisors, LLC5,757$1.88M0.17%new13F-HR/ATimeline
Creative Planningin group Creative Planning5,638$1.84M<0.01%+1,40113F-HRTimelineGroup
Ethic Inc.5,482$1.84M0.04%+56213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,329$1.82M<0.01%-1,69613F-HRTimelineGroup
AE Wealth Management LLC5,546$1.81M0.02%+2,51913F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)5,483$1.79M0.01%+19013F-HRTimelineGroup
Capital World Investors5,435$1.78M<0.01%-13,81913F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…5,341$1.75M0.05%-12,56613F-HRTimelineGroup
Yorktown Management & Research Co Inc5,290$1.73M1.88%-40013F-HRTimeline
FORA Capital, LLC5,283$1.73M0.18%new13F-HRTimeline
Knollwood Investment Advisory, LLC5,275$1.73M0.19%013F-HRTimeline
VestGen Advisors, LLC5,184$1.7M0.08%13F-HRTimeline
Mediolanum International Funds Ltd4,878$1.64M0.02%-9,98113F-HRTimeline
Maven Securities LTDin group Maven Securities LTD5,000$1.64M0.36%new13F-HRTimelineGroup
Woodline Partners LP5,000$1.64M0.01%new13F-HRTimeline
Kerusso Capital Management LLC4,975$1.63M1.04%new13F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC4,951$1.62M0.03%+34013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding4,891$1.6M-183Timeline
Shepherd Financial Partners LLC4,755$1.56M0.18%-9,00013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,705$1.54M0.01%-313F-HRTimelineGroup
Future Fund LLC4,651$1.52M1.96%-53913F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…4,579$1.5M0.01%-1013F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL4,559$1.49M0.01%-52,87313F-HRTimeline
Northwest & Ethical Investments L.P.4,560$1.49M0.04%+3,26013F-HRTimeline
MACKENZIE FINANCIAL CORP4,433$1.45M<0.01%+79413F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC4,363$1.43M0.01%-2,45013F-HRTimeline
Versor Investments LP4,321$1.41M0.23%-1,29313F-HRTimeline
Gulf International Bank (UK) Ltd4,265$1.4M0.05%-1,80613F-HRTimeline
Fulton Bank, N.A.4,168$1.36M0.06%-67913F-HRTimeline
STRS OHIO4,157$1.36M0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,141$1.35M0.02%+29213F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC4,130$1.35M0.05%-6,99913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,109$1.34M0.04%+2,50313F-HRTimelineGroup
Caprock Group, LLC3,980$1.3M0.04%+10113F-HRTimeline
LVW Advisors, LLC3,919$1.28M0.15%-25213F-HRTimeline
Integrated Wealth Concepts LLC3,863$1.26M0.01%+7113F-HRTimeline
Vinva Investment Management Ltd3,721$1.25M0.05%+2,85613F-HRTimeline
OneDigital Investment Advisors LLC3,823$1.25M0.01%+30513F-HRTimeline
SUMITOMO LIFE INSURANCE CO3,816$1.25M0.04%-6613F-HRTimeline
Retireful, LLC3,680$1.24M1.18%-78013F-HRTimeline
Prossimo Advisors, LLC3,785$1.24M0.93%013F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS3,183$1.23M0.07%13F-HRTimeline
IEQ CAPITAL, LLC3,726$1.22M0.01%+1,20513F-HRTimeline
Independent Advisor Alliance3,723$1.22M0.04%+26013F-HRTimeline
COOKSON PEIRCE & CO INC3,643$1.19M0.06%new13F-HRTimeline
IHT Wealth Management, LLC3,578$1.17M0.04%+51713F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP3,561$1.16M0.03%+1,35713F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP3,525$1.15M<0.01%+28813F-HRTimeline
NewEdge Advisors, LLC3,525$1.15M0.01%+1,05513F-HRTimeline
Maryland State Retirement & Pension Sys…3,479$1.14M0.03%-49513F-HRTimeline
Aureus Asset Management, LLC3,473$1.14M0.08%-3213F-HRTimeline
CIBC Asset Management Inc3,420$1.12M<0.01%+11913F-HRTimeline
CIBC WORLD MARKETS CORP3,407$1.11M0.01%+2413F-HRTimeline
CHOREO, LLC3,400$1.11M0.02%+1,70213F-HRTimeline
Yarbrough Capital, LLC3,361$1.1M0.05%013F-HRTimeline
Merit Financial Group, LLC3,341$1.09M0.02%+2,20913F-HRTimeline
Snowden Capital Advisors LLC3,327$1.09M0.03%+1,40513F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…3,265$1.07M<0.01%-1,07813F-HRTimelineGroup
GATEWAY INVESTMENT ADVISERS LLC3,178$1.04M0.01%+30713F-HRTimeline
SkyView Investment Advisors, LLC3,177$1.04M0.16%+10913F-HRTimeline
Engineers Gate Manager LP3,169$1.04M0.02%-5,38413F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG3,064$1M0.01%-3913F-HRTimelineGroup
SHELTON WEALTH MANAGEMENT, LLC3,039$994K0.57%-28313F-HRTimeline
EFG Asset Management (North America) Co…3,025$990K0.16%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,973$973K0.08%-72013F-HR/ATimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,955$967K0.04%13F-HRTimelineGroup
Investment Management Corp of Ontario2,947$964K0.02%+88613F-HRTimeline
Impact Capital Partners LLC2,942$962K0.35%+5913F-HRTimeline