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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

754 managers (769 13F filers) reported a position in LPLA shares at 2026-03-31, 82,324,134 shares in all. 78 filers opened a position and 145 filers sold out during the quarter.

Managers
754
13F filers
769
New
78
Added
284
Reduced
266
Sold out
145
Shares held by filers
82,324,134

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Eurizon Capital SGR S.p.A.15,358$4.62M0.01%-11713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…15,263$4.59M0.01%+14,91413F-HRTimelineGroup
SCS Capital Management LLC15,161$4.56M0.05%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,728$4.43M<0.01%+9,60113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,676$4.41M<0.01%-119,54513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,506$4.36M0.02%-14113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,362$4.32M0.01%+3,28913F-HRTimelineGroup
Atria Investments, Inc14,360$4.32M0.05%-1,94713F-HRTimeline
Illinois Municipal Retirement Fund14,272$4.29M0.05%-5,24413F-HRTimeline
MML INVESTORS SERVICES, LLC14,209$4.27M0.01%-4,64213F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…14,113$4.25M0.02%+1,46113F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK13,947$4.2M0.02%-73113F-HRTimelineGroup
1248 Management, LLC13,873$4.17M1.93%new13F-HRTimeline
United Asset Strategies, Inc.13,767$4.14M0.33%+56413F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.13,748$4.14M0.01%+1,27513F-HRTimelineGroup
Bell Asset Management Ltd13,654$4.13M1.21%+3,37113F-HRTimeline
Cinctive Capital Management LP13,611$4.09M0.27%new13F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS13,500$4.06M0.09%013F-HRTimeline
HighTower Advisors, LLC13,248$3.99M<0.01%+52813F-HRTimeline
&PARTNERS13,094$3.95M0.02%-66713F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…13,040$3.92M0.03%+5613F-HRTimelineGroup
Utah Retirement Systems12,954$3.9M0.04%-21513F-HRTimeline
KBC Group NVin group KBC Group NV12,922$3.89M0.01%+913F-HRTimelineGroup
NewEdge Wealth, LLC12,914$3.89M0.05%-7,05613F-HRTimeline
LORD, ABBETT & CO. LLC12,700$3.82M0.01%+1,58413F-HRTimeline
Financiere des Professionnels - Fonds d…12,449$3.75M0.22%new13F-HRTimeline
Police & Firemen's Retirement System of…12,255$3.69M0.03%+5113F-HRTimeline
Cornerstone Wealth Management, LLC11,867$3.57M0.18%+1713F-HRTimeline
Man Group plcin group Man Group plc11,821$3.56M0.01%-15,39913F-HRTimelineGroup
Sanctuary Advisors, LLC11,486$3.46M0.02%-3,76813F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.11,400$3.43M<0.01%13F-HRTimelineGroup
PensionDanmark Pensionsforsikringsaktie…11,312$3.4M0.03%-1,58013F-HRTimeline
Kerusso Capital Management LLC11,288$3.4M1.7%-80413F-HRTimeline
Federation des caisses Desjardins du Qu…11,251$3.38M0.01%+7,59213F-HRTimeline
Creative Planningin group Creative Planning11,210$3.37M<0.01%+1,70813F-HRTimelineGroup
2Xideas AGin group 2Xideas AG11,153$3.36M1.31%+11613F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…11,129$3.35M0.13%new13F-HRTimelineGroup
Fremen Capital Management LP11,078$3.33M3.09%-10,25413F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …11,031$3.32M0.02%-3,13713F-HRTimeline
Annex Advisory Services, LLC10,975$3.3M0.06%+2,60313F-HRTimeline
Anchor Investment Management, LLC10,884$3.27M0.27%+21813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC10,881$3.27M0.05%+5,28013F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK10,836$3.26M0.01%-2,19113F-HRTimelineGroup
Oliver Luxxe Assets LLC10,502$3.16M0.47%+40113F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP10,462$3.15M0.03%+4,48713F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN10,301$3.1M0.02%+6313F-HRTimeline
TCW GROUP INCin group TCW GROUP INC10,110$3.04M0.02%-4,65813F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES10,041$3.02M1.14%013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP9,799$2.95M0.01%+2,25313F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …9,702$2.92M0.02%-13413F-HRTimelineGroup
Wealthfront Advisers LLC9,614$2.89M0.01%+3,23013F-HRTimeline
STRS OHIO9,606$2.89M0.01%-3,50313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,560$2.88M<0.01%-49613F-HRTimeline
Summit Trail Advisors, LLC9,343$2.81M0.04%+40613F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,291$2.8M1.06%-9613F-HRTimeline
Segment Wealth Management, LLC9,197$2.77M0.16%new13F-HRTimeline
DIVERSIFIED TRUST CO9,098$2.74M0.05%new13F-HRTimeline
GREENLEAF TRUST9,088$2.73M0.03%-17613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,940$2.69M<0.01%+1,22813F-HRTimelineGroup
Polar Asset Management Partners Inc.8,916$2.68M0.06%new13F-HRTimeline
DekaBank Deutsche Girozentrale8,718$2.64M<0.01%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC8,661$2.61M0.83%+613F-HRTimeline
OP Asset Management Ltd8,436$2.54M0.03%-47713F-HR/ATimeline
J. Goldman & Co LP8,300$2.5M0.12%new13F-HRTimeline
Dynasty Wealth Management, LLC8,148$2.45M0.02%-1,39113F-HRTimeline
SG Americas Securities, LLC8,052$2.42M<0.01%+2,18113F-HRTimeline
Avanza Fonder AB8,043$2.42M0.07%013F-HRTimeline
INTERCAPITAL, LLC8,000$2.41M1.33%new13F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…7,849$2.36M0.15%+2,34613F-HRTimelineGroup
Caldwell Trust Co7,833$2.36M0.21%-5013F-HRTimeline
HB Wealth Management, LLC7,789$2.34M0.02%+12413F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…7,468$2.25M0.01%013F-HRTimeline
HM PAYSON & CO7,380$2.22M0.03%-17513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,547$2.22M<0.01%-43113F-HRTimeline
Candriam S.C.A.7,295$2.19M0.01%-3513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,220$2.17M<0.01%+51913F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A7,089$2.13M0.01%+35113F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…7,057$2.12M0.02%-2,43813F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC7,008$2.11M0.04%-2,51513F-HRTimeline
Laurion Capital Management LP7,000$2.11M0.2%013F-HRTimeline
CIBC WORLD MARKET INC.6,880$2.07M<0.01%+8913F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…6,784$2.04M0.02%+1,86213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC6,735$2.03M<0.01%+4213F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…6,702$2.02M0.06%-4813F-HRTimeline
Callan Family Office, LLC6,674$2.01M0.05%+30413F-HRTimeline
Ilmarinen Mutual Pension Insurance Co6,624$1.99M0.02%new13F-HRTimeline
MACKENZIE FINANCIAL CORP6,588$1.98M<0.01%+88113F-HRTimeline
Dynamic Technology Lab Private Ltd6,586$1.98M0.32%+5,36213F-HRTimeline
Allworth Financial LP6,503$1.96M0.01%-37913F-HRTimeline
AMALGAMATED BANK6,461$1.94M0.01%-71013F-HRTimeline
Sterling Capital Management LLC6,452$1.94M0.04%-1,82413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,400$1.93M<0.01%+1,19313F-HRTimelineGroup
WealthPoint Financial, LLC6,360$1.91M1.6%-83013F-HR/ATimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…6,262$1.88M0.02%-14,32113F-HRTimelineGroup
Gulf International Bank (UK) Ltd6,194$1.86M0.04%+1,98513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,186$1.86M0.21%-15413F-HRTimeline
Campbell & CO Investment Adviser LLC6,166$1.85M0.11%new13F-HRTimeline
TOBAM6,043$1.82M0.47%-9,46213F-HRTimeline
Jackson Wealth Management, LLC6,018$1.81M0.19%-7813F-HRTimeline
CGN Advisors LLC5,917$1.78M0.14%+9913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,884$1.77M0.04%+2,40613F-HRTimeline
Sterling Group Wealth Management, LLC5,869$1.77M0.84%+4213F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…5,793$1.74M<0.01%-76813F-HRTimelineGroup
Investment Management Corp of Ontario5,742$1.73M0.02%-37113F-HRTimeline
Farringdon Capital, Ltd.5,717$1.72M0.38%new13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA5,705$1.72M<0.01%+3713F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT5,666$1.7M0.1%+2,69113F-HRTimeline
Coastal Bridge Advisors, LLC5,575$1.68M0.12%+10013F-HRTimeline
Sovereign's Capital Management, LLC5,348$1.61M1.18%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,291$1.59M<0.01%+76413F-HRTimeline
Knollwood Investment Advisory, LLC5,275$1.59M0.16%013F-HRTimeline
Future Fund LLC5,210$1.57M0.55%-13113F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…5,198$1.56M0.43%-36613F-HRTimelineGroup
Dana Investment Advisors, Inc.5,151$1.55M0.05%-11513F-HRTimeline
Ethic Inc.5,147$1.55M0.02%-26713F-HRTimeline
South Dakota Investment Council5,147$1.55M0.03%-2,00013F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC5,130$1.54M0.03%+26013F-HRTimeline
Vise Technologies, Inc.4,317$1.54M0.03%013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …5,060$1.52M<0.01%+13513F-HRTimelineGroup
Independent Advisor Alliance5,035$1.51M0.02%-22313F-HRTimeline
Fulton Bank, N.A.4,963$1.49M0.05%+25413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,960$1.49M<0.01%+4313F-HR/ATimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC4,933$1.48M<0.01%+1,48913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,931$1.48M<0.01%+1,59013F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…4,903$1.47M0.01%-24413F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …4,849$1.46M0.02%-4,92913F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise4,827$1.45M0.05%-72813F-HRTimelineGroup
Shepherd Financial Partners LLC4,755$1.43M0.14%013F-HRTimeline
Third View Private Wealth, LLC4,640$1.4M0.19%+1,61213F-HRTimeline
Merit Financial Group, LLC4,622$1.39M0.01%-3913F-HRTimeline
D L CARLSON INVESTMENT GROUP INC4,564$1.37M0.24%new13F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC4,500$1.35M0.32%013F-HRTimeline
Presidio Capital Management, LLC4,473$1.35M0.39%-1313F-HRTimeline
TOWNSQUARE CAPITAL LLC4,439$1.34M0.3%-14713F-HRTimeline
TWO SIGMA SECURITIES, LLC4,259$1.28M0.15%+2,76013F-HRTimeline
ASR Vermogensbeheer N.V.4,251$1.28M0.02%+6913F-HRTimeline
CIBC Asset Management Inc4,212$1.27M<0.01%+65113F-HRTimeline
Orion Porfolio Solutions, LLC4,156$1.25M0.01%-5,52013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,113$1.24M0.01%+1,04713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,078$1.23M<0.01%+45313F-HRTimelineGroup
CHOREO, LLC4,063$1.22M0.02%+2,24813F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS4,043$1.22M0.06%+54413F-HRTimeline
TT International Asset Management LTD3,988$1.2M0.13%+3,34013F-HRTimeline
OMERS ADMINISTRATION Corp3,973$1.2M0.01%+83313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,912$1.18M0.06%-10,24913F-HRTimeline
Maryland State Retirement & Pension Sys…3,873$1.17M0.02%013F-HRTimeline
BURNEY CO/3,795$1.14M0.04%-26,08813F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE3,778$1.14M<0.01%+25613F-HRTimelineGroup
Beacon Pointe Advisors, LLC3,768$1.13M0.01%+1,16513F-HRTimeline
Leelyn Smith, LLC3,764$1.13M0.16%+61413F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC3,672$1.1M0.49%-5213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,596$1.08M0.01%-64213F-HRTimeline
Osmosis Investment Management UK Ltd3,591$1.08M0.03%+1,79613F-HRTimeline
MAI Capital Management3,585$1.08M0.01%-3513F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.3,555$1.07M0.04%+58713F-HRTimelineGroup
NewEdge Advisors, LLC3,506$1.05M<0.01%-25613F-HR/ATimeline
INTECH INVESTMENT MANAGEMENT LLC3,463$1.04M0.01%-64813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,453$1.04M<0.01%+85213F-HRTimelineGroup
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS3,434$1.03M0.01%+33813F-HRTimelineGroup
SkyView Investment Advisors, LLC3,384$1.02M0.14%+9913F-HRTimeline
Generali Asset Management SPA SGR3,371$1.01M0.02%-1,89013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,366$1.01M0.01%-43513F-HRTimelineGroup
Stenger Family Office, LLC3,305$994K0.18%-12213F-HRTimeline
OneDigital Investment Advisors LLC3,286$988K0.01%-53713F-HRTimeline
Aureus Asset Management, LLC3,234$973K0.06%-23913F-HRTimeline
PEAK6 LLCin group PEAK6 LLC3,220$969K0.03%new13F-HRTimelineGroup
Twin Tree Management, LP3,171$954K0.2%+2,56813F-HRTimeline
Woodline Partners LP3,122$939K<0.01%-70,42413F-HR/ATimeline
Sequoia Financial Advisors, LLC3,091$930K0.01%-1,49113F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,090$930K0.17%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.3,067$923K<0.01%-313F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,030$911K<0.01%+1513F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)3,000$902K0.01%-8013F-HRTimelineGroup
Caprock Group, LLC2,994$901K0.02%+1,16713F-HRTimeline
Saudi Central Bank2,954$889K0.02%new13F-HRTimeline
Fieldview Capital Management, LLC2,925$880K0.26%+2,30013F-HRTimeline
E. Ohman J:or Asset Management AB2,916$877K0.02%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,866$862K0.01%-3913F-HRTimeline
Prospera Financial Services Inc2,849$857K0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding2,818$848K+31Timeline
SCHRODER INVESTMENT MANAGEMENT GROUP2,815$847K<0.01%013F-HRTimeline
IHT Wealth Management, LLC2,751$828K0.02%-71913F-HRTimeline
Waverly Advisors, LLC2,740$824K0.01%+2,03413F-HRTimeline
Parallel Advisors, LLC2,711$816K0.01%+18313F-HR/ATimeline
Cambridge Investment Research Advisors,…2,711$815K<0.01%+44113F-HRTimeline
Vestcor Inc2,689$809K0.02%013F-HRTimeline
Union Bancaire Privee, UBP SA2,663$791K0.01%+48013F-HRTimeline
Buttonwood Financial Advisors Inc.2,615$787K0.26%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,608$785K<0.01%+67913F-HRTimelineGroup
Greenland Capital Management LP2,600$782K0.16%-30013F-HRTimeline
Northwest & Ethical Investments L.P.2,595$764K0.02%+1,04513F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…2,522$757K0.01%+2,47913F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC2,509$755K0.13%+913F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD2,505$754K<0.01%+10113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,498$751K<0.01%-1,35213F-HRTimelineGroup
Advisors Asset Management, Inc.2,491$749K0.01%-2713F-HRTimeline
Farther Finance Advisors, LLC2,533$733K0.01%+1,90113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,514$727K<0.01%-122,21413F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC2,400$722K<0.01%+12613F-HRTimelineGroup
LVW Advisors, LLC2,357$709K0.07%-71713F-HRTimeline