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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

744 managers (762 13F filers) reported a position in LPLA shares at 2025-09-30, 78,620,056 shares in all. 71 filers opened a position and 110 filers sold out during the quarter.

Managers
744
13F filers
762
New
71
Added
279
Reduced
271
Sold out
110
Shares held by filers
78,620,056

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
&PARTNERS14,788$4.91M0.03%+1,27313F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…14,470$4.81M0.01%+2,25113F-HRTimelineGroup
Silvant Capital Management LLC14,345$4.77M0.17%-1,35613F-HR/ATimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …14,134$4.7M0.05%+1,08413F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding13,943$4.64M+2,626Timeline
IRIDIAN ASSET MANAGEMENT LLC/CT13,847$4.61M1.81%-9013F-HRTimeline
Empirical Financial Services, LLC d.b.a…13,775$4.58M0.09%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,910$4.57M0.01%-17413F-HRTimelineGroup
TOBAM13,648$4.54M1.65%+1,89513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TD PRIVATE CLIENT WEALTH LLC13,455$4.48M0.1%-77913F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC13,372$4.45M<0.01%-28,95713F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK13,186$4.39M0.01%-1,37213F-HRTimelineGroup
Utah Retirement Systems13,169$4.38M0.04%+62913F-HRTimeline
KBC Group NVin group KBC Group NV12,934$4.3M0.01%-1,42713F-HRTimelineGroup
HighTower Advisors, LLC12,863$4.28M<0.01%-15613F-HRTimeline
Police & Firemen's Retirement System of…12,845$4.27M0.03%+75113F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…12,391$4.12M0.02%-5,56513F-HRTimelineGroup
Otter Creek Advisors, LLC12,365$4.11M4.08%-32813F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.11,805$3.93M0.01%-1,41613F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …11,494$3.82M0.02%-1,08713F-HRTimeline
Cornerstone Wealth Management, LLC11,489$3.82M0.21%+2113F-HRTimeline
Genus Capital Management Inc.11,462$3.81M0.44%+3513F-HRTimeline
Catalyst Funds Management Pty Ltd11,400$3.79M0.58%+7,40013F-HRTimeline
United Asset Strategies, Inc.10,721$3.57M0.29%-12813F-HRTimeline
Summit Trail Advisors, LLC10,375$3.45M0.05%+3,79113F-HRTimeline
Anchor Investment Management, LLC10,269$3.42M0.28%-8913F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN10,123$3.37M0.02%+18313F-HRTimeline
RETIREMENT CAPITAL STRATEGIES10,041$3.34M1.28%013F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …9,836$3.27M0.02%-23613F-HRTimelineGroup
Oliver Luxxe Assets LLC9,565$3.18M0.5%+48013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,360$3.11M1.27%+1713F-HRTimeline
Oak Thistle LLC9,306$3.1M0.47%new13F-HRTimeline
GREENLEAF TRUST9,262$3.08M0.03%-2513F-HRTimeline
Kerusso Capital Management LLC9,190$3.06M1.88%-54713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,108$3.03M<0.01%-2,02313F-HRTimeline
OP Asset Management Ltd8,913$2.97M0.04%+47613F-HR/ATimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,881$2.95M0.03%+8,00013F-HRTimelineGroup
DekaBank Deutsche Girozentrale8,718$2.95M<0.01%013F-HRTimeline
F/m Investments LLC8,767$2.92M0.11%-27913F-HRTimeline
Dynasty Wealth Management, LLC8,748$2.91M0.04%+3,31313F-HRTimeline
Coppell Advisory Solutions LLC8,503$2.9M0.31%+1,40113F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC8,655$2.88M1.06%+2113F-HRTimeline
Prana Capital Management, LP8,607$2.86M0.1%+4,41013F-HRTimeline
Annex Advisory Services, LLC8,405$2.8M0.06%-38313F-HRTimeline
Tredje AP-fonden8,383$2.79M0.02%+1,84213F-HRTimeline
Stenger Family Office, LLC8,112$2.79M0.57%+1,12313F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding14,921$2.77M+14,920Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,355$2.65M<0.01%-65413F-HRTimeline
Catalyst Capital Advisors LLC7,960$2.65M0.05%+95013F-HRTimeline
TT International Asset Management LTD7,944$2.64M0.51%+2,82213F-HRTimeline
Caldwell Trust Co7,928$2.64M0.25%-21013F-HRTimeline
Creative Planningin group Creative Planning7,747$2.58M<0.01%+62213F-HRTimelineGroup
OMERS ADMINISTRATION Corp7,732$2.57M0.02%013F-HRTimeline
HB Wealth Management, LLC7,702$2.56M0.02%+8813F-HRTimeline
HENNESSY ADVISORS INC7,700$2.56M0.09%+10013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.7,678$2.55M<0.01%-3,29313F-HRTimelineGroup
HM PAYSON & CO7,655$2.55M0.04%+9413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,606$2.53M0.09%-38113F-HRTimeline
AMALGAMATED BANK7,487$2.49M0.02%+40813F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,474$2.49M0.07%-47413F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…7,468$2.48M0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,433$2.47M<0.01%-2,57813F-HRTimelineGroup
Orion Porfolio Solutions, LLC7,380$2.46M0.02%-1,41713F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP7,335$2.44M<0.01%-97313F-HRTimelineGroup
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …7,273$2.43M<0.01%+58713F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…7,198$2.39M0.03%+2,88113F-HRTimelineGroup
Candriam S.C.A.7,166$2.38M0.01%+29513F-HRTimeline
South Dakota Investment Council7,147$2.38M0.05%new13F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding7,100$2.36M-120Timeline
Allworth Financial LP7,044$2.34M0.01%-3113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,043$2.34M<0.01%+56713F-HRTimelineGroup
Laurion Capital Management LP7,000$2.33M0.32%+35413F-HRTimeline
CGN Advisors LLC6,958$2.31M0.19%+11413F-HRTimeline
Sterling Capital Management LLC6,946$2.31M0.03%-8,08513F-HRTimeline
CIBC WORLD MARKET INC.6,738$2.24M<0.01%-6,08013F-HRTimeline
Jackson Wealth Management, LLC6,670$2.22M0.22%+74913F-HRTimeline
EFG Asset Management (North America) Co…6,642$2.21M0.29%+72113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,591$2.19M0.24%-413F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…6,583$2.19M0.08%new13F-HRTimelineGroup
WOLVERINE TRADING, LLC6,333$2.16M0.04%+3,25713F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A6,377$2.12M0.01%13F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP6,358$2.12M0.01%-813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,279$2.09M<0.01%+22013F-HRTimelineGroup
K2 PRINCIPAL FUND, L.P.6,115$2.03M0.21%new13F-HRTimeline
Sterling Group Wealth Management, LLC5,967$1.99M0.98%013F-HRTimeline
Munich Reinsurance Co Stock Corp in Mun…5,936$1.97M0.05%13F-HRTimeline
SG Americas Securities, LLC5,787$1.93M0.01%-44,29613F-HRTimeline
Ethic Inc.5,760$1.92M0.03%-85213F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC5,753$1.91M0.02%+1,62013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE5,627$1.87M<0.01%-40,35813F-HRTimelineGroup
Avanza Fonder AB5,607$1.87M0.05%013F-HRTimeline
Future Fund LLC5,599$1.86M0.66%+59513F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…5,568$1.85M0.02%+2,99713F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC5,540$1.84M0.03%-34513F-HRTimelineGroup
Coastal Bridge Advisors, LLC5,444$1.81M0.14%-4813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,354$1.78M<0.01%-139,22613F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…5,343$1.78M0.26%new13F-HRTimeline
Independent Advisor Alliance5,341$1.78M0.05%+1,56613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …5,316$1.77M<0.01%-193,14313F-HRTimelineGroup
Yorktown Management & Research Co Inc5,290$1.76M1.4%013F-HRTimeline
Knollwood Investment Advisory, LLC5,275$1.75M0.16%013F-HRTimeline
MACKENZIE FINANCIAL CORP5,265$1.75M<0.01%+29713F-HRTimeline
Dana Investment Advisors, Inc.5,264$1.75M0.05%+18913F-HRTimeline
Wealthfront Advisers LLC5,123$1.7M<0.01%+2,24313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,114$1.7M0.01%+36613F-HRTimelineGroup
EFG Private Wealth Management (Americas…5,107$1.7M0.29%+46913F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…5,102$1.7M0.01%+14713F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC4,876$1.62M0.25%-1,05413F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC4,800$1.6M0.37%013F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…4,756$1.58M0.45%new13F-HRTimelineGroup
Shepherd Financial Partners LLC4,755$1.58M0.15%013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC4,658$1.55M<0.01%+8213F-HRTimelineGroup
Integrated Investment Consultants, LLC4,658$1.55M0.26%-1,98513F-HRTimeline
Merit Financial Group, LLC4,652$1.55M0.01%+93113F-HR/ATimeline
Fulton Bank, N.A.4,632$1.54M0.05%+4913F-HRTimeline
Federation des caisses Desjardins du Qu…4,581$1.52M0.01%+1,43613F-HRTimeline
VestGen Advisors, LLC4,431$1.47M0.05%-1,08813F-HRTimeline
MGO ONE SEVEN LLC4,249$1.41M0.03%+43513F-HRTimeline
Gulf International Bank (UK) Ltd4,209$1.4M0.05%-5613F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC4,200$1.4M0.03%-2,64013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding4,087$1.36M-1,061Timeline
M&T Bank Corpin group M&T Bank Corp4,067$1.35M<0.01%-72113F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC4,060$1.35M0.01%-3,95613F-HRTimeline
Edgestream Partners, L.P.4,016$1.34M0.04%-14,49113F-HRTimeline
OSTRUM ASSET MANAGEMENT3,964$1.32M0.06%+1,35213F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC3,888$1.29M0.02%+3913F-HRTimeline
Maryland State Retirement & Pension Sys…3,873$1.29M0.03%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,872$1.29M<0.01%+91513F-HRTimeline
OneDigital Investment Advisors LLC3,867$1.29M0.01%+7613F-HRTimeline
IHT Wealth Management, LLC3,844$1.28M0.03%+48813F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding3,775$1.26M-2,916Timeline
Investment Management Corp of Ontario3,766$1.25M0.02%+1,01913F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS3,294$1.24M0.06%013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC3,703$1.23M0.07%+1,06313F-HRTimeline
UMB Bank, n.a.3,629$1.21M0.02%-37,54813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,605$1.2M0.01%-55813F-HRTimelineGroup
NewEdge Advisors, LLC3,582$1.19M0.01%+17613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,523$1.17M0.01%+19813F-HRTimelineGroup
GATEWAY INVESTMENT ADVISERS LLC3,515$1.17M0.01%013F-HRTimeline
Arax Advisory Partners3,511$1.17M0.02%+3,32013F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)3,511$1.17M0.01%-1,51013F-HRTimelineGroup
Cannon Global Investment Management, LLC3,500$1.16M2.94%new13F-HRTimeline
SUMITOMO LIFE INSURANCE CO3,480$1.16M0.04%-12613F-HRTimeline
Aureus Asset Management, LLC3,473$1.16M0.08%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,457$1.15M<0.01%+12613F-HRTimelineGroup
SHELTON WEALTH MANAGEMENT, LLC3,428$1.14M0.53%+29913F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP3,414$1.14M<0.01%+50813F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC3,403$1.13M<0.01%+2,30313F-HRTimeline
Callan Family Office, LLC3,385$1.13M0.04%-65213F-HRTimeline
LVW Advisors, LLC3,365$1.12M0.12%-34013F-HRTimeline
SkyView Investment Advisors, LLC3,294$1.1M0.14%+3713F-HRTimeline
MAI Capital Management3,251$1.08M0.01%+29813F-HRTimeline
CIBC Asset Management Inc3,236$1.08M<0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise3,232$1.07M0.04%-5,59713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,166$1.05M<0.01%-8,54313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,165$1.05M<0.01%new13F-HRTimelineGroup
HighPoint Advisor Group LLC3,120$1.04M0.05%+65813F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA3,104$1.03M<0.01%new13F-HRTimelineGroup
ASR Vermogensbeheer N.V.3,091$1.03M0.01%+213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,047$1.01M0.05%new13F-HRTimelineGroup
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.2,968$987K0.04%+17213F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP2,958$984K0.02%new13F-HRTimelineGroup
Central Pacific Bank - Trust Division2,880$958K0.12%-60713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,831$941K<0.01%-16,02513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding2,811$935K+5Timeline
Steward Partners Investment Advisory, L…2,794$930K0.01%+53913F-HRTimeline
OV Management LLC2,777$924K0.78%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,756$917K0.01%+82113F-HRTimeline
Vestcor Inc2,689$895K0.03%-20113F-HRTimeline
Impact Capital Partners LLC2,687$894K0.27%-16313F-HRTimeline
Caprock Group, LLC2,373$865K0.02%13F-HRTimeline
INCEPTIONR LLC2,555$850K0.21%-1,05813F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.2,554$850K0.1%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,506$834K0.01%+9713F-HRTimelineGroup
Arkadios Wealth Advisors2,505$833K0.02%+90413F-HRTimeline
Garrett Wealth Advisory Group, LLC2,500$832K0.16%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,488$828K0.02%+713F-HRTimeline
Parallel Advisors, LLC2,477$824K0.02%-3713F-HRTimeline
Beacon Pointe Advisors, LLC2,472$822K0.01%+1,02113F-HRTimeline
Assenagon Asset Management S.A.2,403$799K<0.01%+1613F-HRTimeline
Engineers Gate Manager LP2,398$798K0.01%-38,53413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,381$792K<0.01%-2913F-HRTimelineGroup
Polymer Capital Management (US) LLC2,358$784K0.1%new13F-HRTimeline
Qsemble Capital Management, LP2,318$771K0.08%+69413F-HRTimeline
Hunting Hill Global Capital, LLC2,300$765K0.29%013F-HRTimeline
Presidio Capital Management, LLC2,286$761K0.27%new13F-HRTimeline
Root Financial Partners, LLC2,285$760K0.05%+3613F-HRTimeline
LONDON CO OF VIRGINIA2,270$755K<0.01%013F-HRTimeline
Greenline Partners, LLC2,266$754K0.09%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,243$746K0.06%-2,48513F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT2,200$732K0.01%-79,95713F-HRTimeline
Avior Wealth Management, LLC2,200$732K0.02%-29713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,184$727K0.05%+18913F-HRTimelineGroup
DAVENPORT & Co LLC2,166$721K<0.01%+9113F-HRTimeline
Cambridge Investment Research Advisors,…2,164$720K<0.01%-3,19213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,144$713K<0.01%-7513F-HRTimelineGroup
Concorde Asset Management, LLC2,280$712K0.3%13F-HRTimeline
Heritage Family Offices, LLP2,118$705K0.33%-15113F-HRTimeline
E. Ohman J:or Asset Management AB2,100$699K0.02%013F-HRTimeline
Gladstone Institutional Advisory LLC2,089$695K0.03%+23513F-HRTimeline