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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

789 managers (804 13F filers) reported a position in LPLA shares at 2025-06-30, 79,472,880 shares in all. 115 filers opened a position and 105 filers sold out during the quarter.

Managers
789
13F filers
804
New
115
Added
333
Reduced
260
Sold out
105
Shares held by filers
79,472,880

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Edgestream Partners, L.P.18,507$6.94M0.19%+8,44913F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC18,022$6.76M1.07%-3713F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…17,956$6.73M0.04%+7,73213F-HRTimelineGroup
Strategic Global Advisors, LLC17,835$6.69M1.09%+1,03613F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)17,474$6.55M0.03%+1,34913F-HRTimeline
IFM Investors Pty Ltd17,379$6.52M0.06%+2,68413F-HRTimeline
Empowered Funds, LLC17,369$6.51M0.07%+5,87613F-HRTimeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…17,000$6.37M0.06%-2,30013F-HRTimeline
Banco BTG Pactual S.A.16,507$6.19M1.26%new13F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC16,446$6.17M0.02%-113,86213F-HRTimeline
FORSTA AP-FONDEN16,400$6.15M0.04%+1,40013F-HRTimeline
Capital World Investors16,367$6.14M<0.01%+10,93213F-HRTimeline
XPONANCE LLC16,283$6.11M0.05%+1,57813F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …16,202$6.08M0.01%+1,67013F-HRTimelineGroup
SCS Capital Management LLC16,161$6.06M0.07%-56,36713F-HRTimeline
PRIMECAP MANAGEMENT CO/CA/16,000$6M<0.01%013F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…15,731$5.9M0.05%-17913F-HRTimelineGroup
Silvant Capital Management LLC15,701$5.89M0.22%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK15,156$5.68M0.03%-47613F-HRTimelineGroup
Sterling Capital Management LLC15,031$5.64M0.08%-12713F-HR/ATimeline
ExodusPoint Capital Management, LP14,690$5.51M0.07%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,626$5.48M0.04%-7813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK14,558$5.46M0.01%+3,29613F-HRTimelineGroup
KBC Group NVin group KBC Group NV14,361$5.38M0.01%+68213F-HRTimelineGroup
DNB Asset Management ASin group DNB Asset Management AS14,350$5.38M0.02%+54113F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC14,234$5.34M0.13%+2,16813F-HRTimeline
IRIDIAN ASSET MANAGEMENT LLC/CT13,937$5.23M1.81%-6,96413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC13,833$5.19M0.12%+41613F-HRTimeline
&PARTNERS13,515$5.06M0.04%+3,35813F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.13,221$4.96M0.02%-3,36713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,084$4.9M0.01%+2,67313F-HR/ATimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …13,050$4.89M0.06%+2,12313F-HRTimelineGroup
HighTower Advisors, LLC13,019$4.88M0.01%-74313F-HRTimeline
CIBC WORLD MARKET INC.12,818$4.81M0.01%+9313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.12,803$4.8M0.01%+6,47413F-HRTimelineGroup
Otter Creek Advisors, LLC12,693$4.76M3.57%+1,84813F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …12,581$4.72M0.03%-1,73813F-HRTimeline
Utah Retirement Systems12,540$4.7M0.05%+22313F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…12,219$4.58M0.01%+3,89313F-HRTimelineGroup
Verition Fund Management LLC12,124$4.55M0.03%-31,85613F-HRTimeline
Police & Firemen's Retirement System of…12,094$4.53M0.04%+1,27313F-HRTimeline
TOBAM11,753$4.41M1.72%-4,57813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mariner, LLCin group Mariner, LLC11,709$4.39M0.01%-1,94513F-HRTimelineGroup
Cornerstone Wealth Management, LLC11,468$4.3M0.26%-98913F-HRTimeline
Genus Capital Management Inc.11,427$4.28M0.55%+1,33213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding11,317$4.24M-7,305Timeline
COMMONWEALTH EQUITY SERVICES, LLC11,131$4.17M0.01%+4,14013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.10,971$4.11M0.01%-2,57213F-HRTimelineGroup
United Asset Strategies, Inc.10,849$4.07M0.35%-17813F-HRTimeline
Anchor Investment Management, LLC10,358$3.88M0.34%+58713F-HRTimeline
BLAIR WILLIAM & CO/IL10,148$3.81M0.01%-10,29013F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …10,072$3.78M0.02%new13F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES10,041$3.77M1.49%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,011$3.75M0.01%-2,12113F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN9,940$3.73M0.02%+64513F-HRTimeline
Kerusso Capital Management LLC9,737$3.65M2.26%+4,76213F-HRTimeline
GREENLEAF TRUST9,287$3.48M0.03%-10813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,009$3.46M0.01%+99213F-HRTimeline
Cinctive Capital Management LP9,213$3.45M0.19%-23,37113F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,343$3.41M1.47%+1013F-HRTimeline
Oliver Luxxe Assets LLC9,085$3.41M0.61%+6613F-HRTimeline
F/m Investments LLC9,046$3.39M0.12%+46813F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise8,829$3.31M0.14%+5,87413F-HRTimelineGroup
Orion Porfolio Solutions, LLC8,797$3.3M0.03%+13213F-HR/ATimeline
Annex Advisory Services, LLC8,788$3.3M0.08%+18413F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC8,634$3.24M1.36%013F-HRTimeline
DekaBank Deutsche Girozentrale8,718$3.17M0.01%+9113F-HRTimeline
OP Asset Management Ltd8,437$3.16M0.05%+33113F-HR/ATimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP8,308$3.12M<0.01%-24,02113F-HRTimelineGroup
Caldwell Trust Co8,138$3.05M0.31%-4913F-HRTimeline
DIVERSIFIED TRUST CO8,132$3.05M0.07%+1,78213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC8,016$3.01M0.01%+1,51913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,987$3M0.12%-113F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,948$2.98M0.09%new13F-HRTimeline
OMERS ADMINISTRATION Corp7,732$2.9M0.02%-30,50013F-HRTimeline
HB Wealth Management, LLC7,614$2.86M0.02%+38113F-HRTimeline
HENNESSY ADVISORS INC7,600$2.85M0.1%-20013F-HRTimeline
HM PAYSON & CO7,561$2.84M0.04%-7413F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…7,468$2.8M0.01%013F-HRTimeline
Stenger Family Office, LLC6,989$2.79M0.72%13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC7,301$2.74M0.02%+28013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC7,272$2.73M0.14%new13F-HRTimelineGroup
Aware Super Pty Ltd as trustee of Aware…7,232$2.71M0.04%-27,46113F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding7,220$2.71M-26Timeline
AE Wealth Management LLC7,211$2.7M0.02%+1,66513F-HRTimeline
Creative Planningin group Creative Planning7,125$2.67M<0.01%+1,48713F-HRTimelineGroup
AMALGAMATED BANK7,079$2.65M0.02%+1,20413F-HRTimeline
Allworth Financial LP7,075$2.65M0.01%+6,54413F-HRTimeline
Catalyst Capital Advisors LLC7,010$2.63M0.05%+5,30013F-HRTimeline
Coppell Advisory Solutions LLC7,102$2.59M0.31%new13F-HR/ATimeline
Candriam S.C.A.6,871$2.58M0.01%+53313F-HRTimeline
CGN Advisors LLC6,844$2.57M0.23%+12713F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC6,840$2.56M0.06%-17013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP6,691$2.51M<0.01%-2513F-HRTimelineGroup
Laurion Capital Management LP6,646$2.49M0.29%-14,74113F-HRTimeline
Integrated Investment Consultants, LLC6,643$2.49M0.49%-53313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,595$2.47M0.29%+9213F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …6,686$2.47M<0.01%+24813F-HRTimelineGroup
Summit Trail Advisors, LLC6,584$2.47M0.04%-7113F-HRTimeline
Tredje AP-fonden6,541$2.45M0.02%+59613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,476$2.43M<0.01%-63413F-HRTimelineGroup
MEAG MUNICH ERGO, Kapitalanlagegesellsc…6,447$2.42M0.07%-14,87813F-HRTimeline
Ethic Inc.6,612$2.41M0.04%+1,13013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP6,366$2.39M0.01%-49713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,059$2.27M<0.01%+4913F-HRTimelineGroup
Sterling Group Wealth Management, LLC5,967$2.24M1.24%-56813F-HRTimeline
Generali Asset Management SPA SGR5,955$2.23M0.05%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC5,930$2.22M0.22%-11,78913F-HRTimeline
EFG Asset Management (North America) Co…5,921$2.22M0.31%+2,89613F-HRTimeline
Jackson Wealth Management, LLC5,921$2.22M0.24%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC5,885$2.21M0.04%-59513F-HRTimelineGroup
Avanza Fonder AB5,607$2.1M0.06%013F-HRTimeline
VestGen Advisors, LLC5,519$2.07M0.08%+33513F-HRTimeline
Coastal Bridge Advisors, LLC5,492$2.06M0.17%-26513F-HRTimeline
Dynasty Wealth Management, LLC5,435$2.04M0.03%-89613F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,424$2.03M0.05%new13F-HRTimeline
Cambridge Investment Research Advisors,…5,356$2.01M0.01%+3,74713F-HRTimeline
Northwest & Ethical Investments L.P.5,460$1.99M0.05%+90013F-HRTimeline
Yorktown Management & Research Co Inc5,290$1.98M1.89%013F-HRTimeline
Knollwood Investment Advisory, LLC5,275$1.98M0.19%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding5,148$1.93M+257Timeline
TT International Asset Management LTD5,122$1.92M0.37%-6,84113F-HRTimeline
Dana Investment Advisors, Inc.5,075$1.9M0.06%-98313F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)5,021$1.88M0.01%-46213F-HRTimelineGroup
Future Fund LLC5,004$1.88M0.84%+35313F-HRTimeline
MACKENZIE FINANCIAL CORP4,968$1.86M<0.01%+53513F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…4,955$1.86M0.01%+37613F-HRTimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC4,800$1.8M0.44%new13F-HRTimeline
Jain Global LLC4,792$1.8M0.03%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,788$1.79M0.01%+8313F-HRTimelineGroup
Dynamic Technology Lab Private Ltd4,766$1.79M0.24%new13F-HRTimeline
Shepherd Financial Partners LLC4,755$1.78M0.19%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,748$1.78M0.01%+3,52113F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO4,728$1.77M0.12%-1,04513F-HR/ATimelineGroup
EFG Private Wealth Management (Americas…4,638$1.74M0.32%+2,23213F-HRTimeline
Fulton Bank, N.A.4,583$1.72M0.06%+41513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC4,576$1.72M<0.01%+1,72213F-HRTimelineGroup
WINTON GROUP Ltdin group WINTON GROUP Ltd4,428$1.66M0.08%new13F-HRTimelineGroup
Magnetar Financial LLCin group Magnetar Financial LLC4,421$1.66M0.01%new13F-HRTimelineGroup
Sheets Smith Investment Management4,330$1.62M1.43%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…4,317$1.62M0.02%-1,02413F-HRTimelineGroup
Gulf International Bank (UK) Ltd4,265$1.6M0.06%013F-HRTimeline
Prana Capital Management, LP4,197$1.57M0.06%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,163$1.56M0.01%+2213F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC4,133$1.55M0.01%-23013F-HRTimeline
Castle Hook Partners LP4,046$1.52M0.02%new13F-HRTimeline
CHOREO, LLC4,039$1.51M0.02%+63913F-HRTimeline
Callan Family Office, LLC4,037$1.51M0.05%new13F-HRTimeline
Catalyst Funds Management Pty Ltd4,000$1.5M0.41%new13F-HRTimeline
Maryland State Retirement & Pension Sys…3,873$1.45M0.03%+39413F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC3,849$1.44M0.03%-1,10213F-HRTimeline
MGO ONE SEVEN LLC3,814$1.43M0.05%new13F-HRTimeline
OneDigital Investment Advisors LLC3,791$1.42M0.02%-3213F-HRTimeline
Independent Advisor Alliance3,775$1.42M0.04%+5213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,723$1.4M<0.01%-7,65213F-HRTimelineGroup
Merit Financial Group, LLC3,721$1.4M0.02%+38013F-HRTimeline
LVW Advisors, LLC3,705$1.39M0.16%-21413F-HRTimeline
INCEPTIONR LLC3,613$1.35M0.31%new13F-HRTimeline
SUMITOMO LIFE INSURANCE CO3,606$1.35M0.09%-21013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC3,515$1.32M0.01%+33713F-HRTimeline
Central Pacific Bank - Trust Division3,487$1.31M0.17%+1,09013F-HRTimeline
Aureus Asset Management, LLC3,473$1.3M0.08%013F-HRTimeline
NewEdge Advisors, LLC3,406$1.28M0.01%-11913F-HRTimeline
IHT Wealth Management, LLC3,356$1.26M0.03%-22213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,355$1.26M0.1%+38213F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,331$1.25M<0.01%+71213F-HRTimelineGroup
CIBC WORLD MARKETS CORP3,330$1.25M0.01%-7713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,325$1.25M0.02%+88913F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC3,300$1.24M0.02%+2,29113F-HR/ATimelineGroup
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.3,296$1.24M0.08%+3,18313F-HRTimelineGroup
AG2R LA MONDIALE GESTION D'ACTIFS3,294$1.24M0.06%+11113F-HRTimeline
Quantbot Technologies LP3,241$1.22M0.03%new13F-HRTimeline
CIBC Asset Management Inc3,236$1.21M<0.01%-18413F-HRTimeline
SkyView Investment Advisors, LLC3,257$1.19M0.17%+8013F-HRTimeline
Federation des caisses Desjardins du Qu…3,145$1.18M0.01%+43413F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC3,129$1.17M0.59%+9013F-HRTimeline
SHELL ASSET MANAGEMENT CO3,103$1.16M0.04%+1,79313F-HRTimeline
ASR Vermogensbeheer N.V.3,089$1.16M0.02%+95713F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG3,064$1.15M0.01%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.3,048$1.14M0.01%+70813F-HRTimeline
Machina Capital S.A.S.2,999$1.12M0.23%+1,05513F-HRTimeline
WOLVERINE TRADING, LLC3,076$1.12M0.03%-6,50513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,957$1.11M<0.01%+14213F-HRTimeline
MAI Capital Management2,953$1.11M0.01%+8213F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP2,906$1.09M<0.01%-61913F-HRTimeline
Bayesian Capital Management, LP2,900$1.09M0.17%new13F-HRTimeline
Vestcor Inc2,890$1.08M0.03%-913F-HRTimeline
Wealthfront Advisers LLC2,880$1.08M<0.01%+18113F-HRTimeline
Integrated Wealth Concepts LLC2,858$1.07M0.01%-1,00513F-HRTimeline
Impact Capital Partners LLC2,850$1.07M0.35%-9213F-HRTimeline
GSA CAPITAL PARTNERS LLP2,838$1.06M0.07%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding2,806$1.05M+48Timeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.2,796$1.05M0.04%-35,38513F-HRTimelineGroup
Sowell Financial Services LLC2,777$1.04M0.04%-14913F-HRTimeline
OV Management LLC2,777$1.04M0.87%-4,22313F-HRTimeline
Investment Management Corp of Ontario2,747$1.03M0.02%-20013F-HRTimeline
Friedenthal Financial2,674$1M0.55%-22813F-HRTimeline
Moran Wealth Management, LLC2,648$993K0.03%+3713F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC2,640$990K0.06%013F-HRTimeline
OSTRUM ASSET MANAGEMENT2,612$979K0.05%-7613F-HRTimeline