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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

809 managers (828 13F filers) reported a position in LPLA shares at 2025-12-31, 81,389,191 shares in all. 112 filers opened a position and 82 filers sold out during the quarter.

Managers
809
13F filers
828
New
112
Added
259
Reduced
275
Sold out
82
Shares held by filers
81,389,191

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CIBC Bancorp USA Inc.group of 2 filers holding15,568$5.56M+3,038Timeline
TOBAM15,505$5.54M1.36%+1,85713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Eurizon Capital SGR S.p.A.15,475$5.53M0.02%13F-HRTimeline
Sanctuary Advisors, LLC15,254$5.45M0.03%-3,66113F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS15,216$5.43M0.02%+13713F-HRTimelineGroup
SCS Capital Management LLC15,161$5.42M0.06%-1,00013F-HRTimeline
Schonfeld Strategic Advisors LLC14,983$5.35M0.03%new13F-HRTimeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…14,820$5.29M0.04%-1,08013F-HRTimeline
TCW GROUP INCin group TCW GROUP INC14,768$5.27M0.04%new13F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK14,678$5.24M0.03%-26813F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …14,660$5.24M0.08%-20313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,647$5.23M0.03%-44113F-HRTimeline
Silvant Capital Management LLC14,579$5.21M0.18%+23413F-HRTimeline
IRIDIAN ASSET MANAGEMENT LLC/CT14,385$5.14M1.89%+53813F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …14,168$5.06M0.03%+2,67413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,161$5.06M0.27%new13F-HRTimeline
&PARTNERS13,761$4.89M0.03%-1,02713F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS13,500$4.82M0.1%new13F-HRTimeline
United Asset Strategies, Inc.13,203$4.72M0.36%+2,48213F-HRTimeline
Utah Retirement Systems13,169$4.7M0.04%013F-HRTimeline
STRS OHIO13,109$4.68M0.02%-2,99613F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK13,027$4.65M0.01%-15913F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…12,984$4.64M0.04%-2,77313F-HRTimelineGroup
KBC Group NVin group KBC Group NV12,913$4.61M0.01%-2113F-HRTimelineGroup
PensionDanmark Pensionsforsikringsaktie…12,892$4.6M0.04%13F-HRTimeline
HighTower Advisors, LLC12,720$4.54M<0.01%-14313F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…12,652$4.52M0.02%+26113F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.12,473$4.46M0.01%+66813F-HRTimelineGroup
Police & Firemen's Retirement System of…12,204$4.36M0.04%-64113F-HRTimeline
Kerusso Capital Management LLC12,092$4.32M2%+2,90213F-HRTimeline
Cornerstone Wealth Management, LLC11,850$4.23M0.22%+36113F-HRTimeline
Catalyst Funds Management Pty Ltd11,400$4.07M0.94%013F-HRTimeline
LORD, ABBETT & CO. LLC11,116$3.97M0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,073$3.96M0.01%-1,83713F-HRTimelineGroup
2Xideas AGin group 2Xideas AG11,037$3.94M1.1%-8,03413F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC10,969$3.92M0.1%+9,23413F-HRTimeline
Anchor Investment Management, LLC10,666$3.81M0.31%+39713F-HRTimeline
Bell Asset Management Ltd10,283$3.68M0.98%new13F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN10,238$3.66M0.02%+11513F-HRTimeline
Elo Mutual Pension Insurance Co10,190$3.64M0.06%new13F-HRTimeline
Oliver Luxxe Assets LLC10,101$3.61M0.55%+53613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,056$3.59M<0.01%+94813F-HRTimeline
RETIREMENT CAPITAL STRATEGIES10,041$3.59M1.33%013F-HRTimeline
Coppell Advisory Solutions LLC9,876$3.55M0.35%+1,37313F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …9,836$3.51M0.02%013F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …9,778$3.49M0.04%-4,35613F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC9,682$3.48M<0.01%+5,02413F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP9,744$3.48M<0.01%-110,98813F-HRTimelineGroup
Orion Porfolio Solutions, LLC9,676$3.46M0.03%+2,29613F-HRTimeline
Dynasty Wealth Management, LLC9,539$3.41M0.03%+79113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC9,523$3.4M0.07%-3,93213F-HRTimeline
Creative Planningin group Creative Planning9,502$3.39M<0.01%+1,75513F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…9,495$3.39M0.04%+3,92713F-HRTimelineGroup
BEACON INVESTMENT ADVISORS LLC9,387$3.35M1.35%+2713F-HRTimeline
GREENLEAF TRUST9,264$3.31M0.03%+213F-HRTimeline
Summit Trail Advisors, LLC8,937$3.19M0.06%-1,43813F-HRTimeline
OP Asset Management Ltd8,913$3.18M0.04%013F-HR/ATimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC8,655$3.09M1.1%013F-HRTimeline
F/m Investments LLC8,466$3.02M0.11%-30113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,978$3M<0.01%-37713F-HRTimeline
Annex Advisory Services, LLC8,372$2.99M0.06%-3313F-HRTimeline
Oak Thistle LLC8,350$2.98M0.41%-95613F-HRTimeline
Sterling Capital Management LLC8,276$2.96M0.05%+1,33013F-HRTimeline
Tredje AP-fonden8,213$2.93M0.02%-17013F-HRTimeline
Avanza Fonder AB8,043$2.87M0.07%+2,43613F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …8,031$2.87M<0.01%+75813F-HRTimelineGroup
ICICI Prudential Asset Management Co Ltd7,900$2.82M0.33%new13F-HRTimeline
Caldwell Trust Co7,883$2.82M0.25%-4513F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC7,815$2.79M<0.01%-5,55713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,712$2.75M<0.01%+66913F-HRTimelineGroup
HB Wealth Management, LLC7,665$2.74M0.02%-3713F-HRTimeline
HENNESSY ADVISORS INC7,600$2.71M0.1%-10013F-HRTimeline
HM PAYSON & CO7,555$2.7M0.04%-10013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP7,546$2.7M0.01%+1,18813F-HRTimeline
Banco BTG Pactual S.A.7,500$2.68M0.47%-12,97113F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…7,468$2.67M0.01%013F-HRTimeline
Candriam S.C.A.7,330$2.62M0.01%+16413F-HR/ATimeline
DekaBank Deutsche Girozentrale8,718$2.6M<0.01%013F-HRTimeline
WealthPoint Financial, LLC7,190$2.57M2.23%13F-HRTimeline
AMALGAMATED BANK7,171$2.56M0.02%-31613F-HRTimeline
South Dakota Investment Council7,147$2.55M0.05%013F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding7,100$2.54M0Timeline
Laurion Capital Management LP7,000$2.5M0.17%013F-HR/ATimeline
Allworth Financial LP6,882$2.46M0.01%-16213F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,794$2.43M0.06%-68013F-HRTimeline
CIBC WORLD MARKET INC.6,791$2.43M<0.01%+5313F-HRTimeline
NISA INVESTMENT ADVISORS, LLC6,785$2.42M0.01%+2,72513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,750$2.42M0.08%-85613F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A6,738$2.41M0.01%+36113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,701$2.39M<0.01%+42213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC6,693$2.39M<0.01%-74013F-HRTimelineGroup
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…6,561$2.34M<0.01%-7,90913F-HRTimelineGroup
Wealthfront Advisers LLC6,384$2.28M0.01%+1,26113F-HRTimeline
Callan Family Office, LLC6,370$2.28M0.05%+2,98513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,340$2.26M0.25%-25113F-HRTimeline
Investment Management Corp of Ontario6,113$2.18M0.03%+2,34713F-HRTimeline
Jackson Wealth Management, LLC6,096$2.18M0.21%-57413F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP5,975$2.13M0.03%+3,01713F-HRTimelineGroup
LRT Capital Management, LLC5,940$2.12M1.82%new13F-HRTimeline
SG Americas Securities, LLC5,871$2.1M<0.01%+8413F-HRTimeline
Sterling Group Wealth Management, LLC5,827$2.08M1.01%-14013F-HRTimeline
CGN Advisors LLC5,818$2.08M0.16%-1,14013F-HRTimeline
MACKENZIE FINANCIAL CORP5,707$2.05M<0.01%+44213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA5,668$2.02M<0.01%+2,56413F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC5,601$2M0.03%+6113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL5,577$1.99M0.01%+3,65513F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…5,564$1.99M0.54%+80813F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise5,555$1.98M0.07%+2,32313F-HRTimelineGroup
Morningstar Investment Management LLCin group Morningstar Investment Manage…5,503$1.97M0.12%-1,08013F-HRTimelineGroup
Coastal Bridge Advisors, LLC5,475$1.96M0.15%+3113F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC5,441$1.94M0.02%+4,26713F-HRTimelineGroup
Ethic Inc.5,414$1.93M0.03%-34613F-HRTimeline
Future Fund LLC5,341$1.91M0.6%-25813F-HRTimeline
Yorktown Management & Research Co Inc5,290$1.89M1.51%013F-HRTimeline
Knollwood Investment Advisory, LLC5,275$1.88M0.18%013F-HRTimeline
Dana Investment Advisors, Inc.5,266$1.88M0.05%+213F-HRTimeline
Generali Asset Management SPA SGR5,261$1.88M0.04%new13F-HRTimeline
Independent Advisor Alliance5,258$1.88M0.05%-8313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,207$1.86M<0.01%+2,04213F-HR/ATimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,157$1.84M<0.01%-19713F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…5,147$1.84M0.01%+4513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,127$1.83M<0.01%-19,95113F-HRTimelineGroup
Aquatic Capital Management LLC5,099$1.82M0.05%+3,84413F-HRTimeline
PEAK FINANCIAL ADVISORS LLC4,996$1.78M0.8%+3,07213F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …4,925$1.76M<0.01%-39113F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…4,922$1.76M0.02%-20,45813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,917$1.76M0.01%+85013F-HR/ATimelineGroup
CRAWFORD INVESTMENT COUNSEL INC4,870$1.74M0.03%+98213F-HRTimeline
Shepherd Financial Partners LLC4,755$1.7M0.16%013F-HRTimeline
Fulton Bank, N.A.4,709$1.68M0.06%+7713F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding4,685$1.67M-46,199Timeline
Merit Financial Group, LLC4,661$1.66M0.01%+913F-HRTimeline
Integrated Investment Consultants, LLC4,608$1.65M0.32%-5013F-HR/ATimeline
TOWNSQUARE CAPITAL LLC4,586$1.64M0.37%-29013F-HRTimeline
Sequoia Financial Advisors, LLC4,582$1.64M0.01%+2,64513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,527$1.62M<0.01%+65513F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC4,500$1.61M0.37%-30013F-HRTimeline
Presidio Capital Management, LLC4,486$1.6M0.48%+2,20013F-HRTimeline
Vise Technologies, Inc.4,317$1.54M0.03%+2,47913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,238$1.51M0.02%+1,48213F-HRTimeline
Gulf International Bank (UK) Ltd4,209$1.5M0.05%013F-HRTimeline
ASR Vermogensbeheer N.V.4,182$1.49M0.02%+1,09113F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC4,170$1.49M0.03%-3013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC4,111$1.47M0.01%-1,64213F-HRTimeline
PMC FIG Opportunities LLC3,929$1.4M2.2%new13F-HRTimeline
Maryland State Retirement & Pension Sys…3,873$1.38M0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,850$1.38M0.01%-23713F-HRTimelineGroup
OneDigital Investment Advisors LLC3,823$1.37M0.01%-4413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,820$1.36M<0.01%-193,94913F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co3,801$1.36M0.02%+27813F-HRTimelineGroup
NewEdge Advisors, LLC3,762$1.34M<0.01%+18013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC3,724$1.33M0.58%+29613F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC3,703$1.32M0.08%013F-HRTimeline
Federation des caisses Desjardins du Qu…3,659$1.31M<0.01%-92213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,625$1.29M<0.01%+79413F-HRTimelineGroup
MAI Capital Management3,620$1.29M0.01%+36913F-HRTimeline
CIBC Asset Management Inc3,561$1.27M<0.01%+32513F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding3,469$1.27M-11,452Timeline
Allianz Asset Management GmbHin group Allianz SE3,522$1.26M<0.01%-2,10513F-HRTimelineGroup
GATEWAY INVESTMENT ADVISERS LLC3,514$1.26M0.01%-113F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC3,505$1.25M<0.01%+10213F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS3,499$1.25M0.06%+20513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,478$1.24M0.06%+1,40913F-HRTimeline
Aureus Asset Management, LLC3,473$1.24M0.08%013F-HRTimeline
IHT Wealth Management, LLC3,470$1.24M0.03%-37413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,444$1.23M<0.01%-1313F-HRTimelineGroup
Stenger Family Office, LLC3,427$1.22M0.25%-4,68513F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.3,394$1.21M0.19%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC3,341$1.19M<0.01%+17513F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…3,303$1.18M0.17%-2,04013F-HRTimeline
SkyView Investment Advisors, LLC3,285$1.17M0.15%-913F-HRTimeline
HighPoint Advisor Group LLC3,278$1.17M0.03%+15813F-HRTimeline
Leelyn Smith, LLC3,150$1.13M0.16%new13F-HRTimeline
OMERS ADMINISTRATION Corp3,140$1.12M0.01%-4,59213F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS3,096$1.11M0.02%new13F-HRTimelineGroup
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)3,080$1.1M0.01%-43113F-HRTimelineGroup
LVW Advisors, LLC3,074$1.1M0.11%-29113F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.3,070$1.1M<0.01%-4,60813F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC3,066$1.1M0.01%+56013F-HRTimelineGroup
Third View Private Wealth, LLC3,028$1.08M0.15%13F-HRTimeline
Steward Partners Investment Advisory, L…3,015$1.08M0.01%+22113F-HRTimeline
OSTRUM ASSET MANAGEMENT2,975$1.06M0.05%-98913F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.2,968$1.06M0.04%013F-HRTimelineGroup
Central Pacific Bank - Trust Division2,924$1.04M0.13%+4413F-HRTimeline
E. Ohman J:or Asset Management AB2,916$1.04M0.02%+81613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,905$1.04M0.02%+41713F-HRTimeline
Greenland Capital Management LP2,900$1.04M0.15%new13F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP2,815$1.01M<0.01%-59913F-HRTimeline
North Dakota State Investment Board2,806$1M0.04%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding2,787$996K-24Timeline
OV Management LLC2,777$992K0.86%013F-HRTimeline
Impact Capital Partners LLC2,767$988K0.29%+8013F-HRTimeline
MANGROVE PARTNERS IM, LLC2,734$977K0.08%new13F-HRTimeline
Vestcor Inc2,689$960K0.03%013F-HRTimeline
VestGen Advisors, LLC2,662$951K0.04%-1,76913F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS2,647$945K<0.01%-18,97513F-HRTimeline
Beacon Pointe Advisors, LLC2,603$930K0.01%+13113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,601$929K<0.01%+1,06413F-HRTimelineGroup
SIMPLEX TRADING, LLC2,592$926K0.03%+2,54213F-HRTimeline
Arkadios Wealth Advisors2,585$923K0.02%+8013F-HRTimeline