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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

752 managers (769 13F filers) reported a position in LPLA shares at 2026-06-30, 82,874,967 shares in all. 89 filers opened a position and 92 filers sold out during the quarter.

Managers
752
13F filers
769
New
89
Added
256
Reduced
303
Sold out
92
Shares held by filers
82,874,967

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
NewEdge Advisors, LLC2,531$713K<0.01%-97513F-HRTimeline
2Xideas AGin group 2Xideas AG2,524$711K0.31%-8,62913F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC2,508$706K0.11%-113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,408$706K<0.01%-10613F-HRTimelineGroup
Dockside LLC2,452$691K0.16%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…2,426$683K<0.01%-2,47713F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.2,411$679K0.11%new13F-HRTimeline
North Dakota State Investment Board2,369$667K0.03%+6613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,333$657K0.04%+13013F-HRTimelineGroup
DAVENPORT & Co LLC2,328$656K<0.01%+4113F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD2,324$655K<0.01%-18113F-HRTimelineGroup
Waverly Advisors, LLC2,299$648K<0.01%-44113F-HRTimeline
Root Financial Partners, LLC2,284$643K0.02%+513F-HRTimeline
LONDON CO OF VIRGINIA2,270$639K<0.01%013F-HRTimeline
Greenline Partners, LLC2,266$638K0.06%013F-HRTimeline
Gilbert & Cook, Inc.2,250$634K0.07%+24813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,240$631K<0.01%-25813F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC2,211$623K0.06%+8813F-HRTimeline
Wealthfront Advisers LLC2,208$622K<0.01%-7,40613F-HRTimeline
IHT Wealth Management, LLC2,207$622K0.01%-54413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,203$621K<0.01%+39113F-HRTimelineGroup
Mattson Financial Services, LLC1,874$620K0.13%+22813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,193$618K<0.01%+10013F-HRTimelineGroup
Beacon Pointe Advisors, LLC2,135$601K<0.01%-1,63313F-HRTimeline
Larson Financial Group LLC2,128$599K0.02%+35013F-HRTimeline
ProShare Advisors LLC2,112$595K<0.01%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,143$591K<0.01%-8113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,088$588K<0.01%-21313F-HRTimelineGroup
LVW Advisors, LLC2,084$587K0.05%-27313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,972$555K0.03%-1,94013F-HRTimeline
UniSuper Management Pty Ltd1,952$550K<0.01%+55213F-HRTimeline
Avior Wealth Management, LLC1,942$547K0.01%-613F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC1,937$546K0.01%+57713F-HRTimeline
Simplicity Wealth,LLC1,935$545K0.02%+1,24513F-HRTimeline
Osmosis Investment Management UK Ltd1,915$539K0.03%-1,67613F-HRTimeline
Arkadios Wealth Advisors1,872$527K0.01%-10313F-HRTimeline
LANARK FINANCIAL, INC.1,855$523K0.04%+1213F-HRTimeline
Retirement Planning Group, LLC1,825$514K0.01%-6313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,821$513K0.01%+2413F-HRTimeline
STRS OHIO1,810$510K<0.01%-7,79613F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC1,809$510K0.03%+80713F-HRTimeline
Blueshift Asset Management, LLC1,806$509K0.12%new13F-HRTimeline
Advisors Asset Management, Inc.1,775$500K0.01%-71613F-HRTimeline
Wedmont Private Capital1,554$493K0.01%+613F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC1,745$492K0.01%+1413F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…1,734$488K0.01%-6613F-HRTimelineGroup
Cresset Asset Management, LLC1,733$488K<0.01%-3613F-HRTimeline
Sanchez Wealth Management Group1,717$484K0.08%+213F-HRTimeline
Magnolia Private Wealth, LLC1,685$475K0.26%+4113F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC1,681$474K<0.01%013F-HRTimelineGroup
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC1,672$471K0.01%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC1,666$469K0.01%+3713F-HRTimeline
Compton Financial Group, LLC1,666$469K0.09%013F-HRTimeline
Malaga Cove Capital, LLC1,664$469K0.15%+84713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC1,658$467K0.01%013F-HRTimeline
Lombard Odier Asset Management (Switzer…1,630$459K0.01%013F-HRTimeline
Hamilton Capital Partners Inc.1,608$453K0.01%-57213F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…1,593$449K0.01%013F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,572$443K0.11%013F-HRTimeline
Snowden Capital Advisors LLC1,565$441K0.01%+17513F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO1,563$440K0.05%-5513F-HRTimelineGroup
Integrated Wealth Concepts LLC1,526$430K<0.01%-63113F-HR/ATimeline
Pettee Investors, Inc.1,490$420K0.21%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC1,484$418K0.03%new13F-HRTimeline
Foresight Global Investors, Inc.1,436$404K0.25%-2313F-HRTimeline
WEALTH ALLIANCE, LLC1,430$403K0.03%-1813F-HRTimeline
V-Square Quantitative Management LLC1,423$401K0.04%+13013F-HRTimeline
Advisor Resource Council1,407$396K0.13%+213F-HRTimeline
Impact Capital Partners LLC1,391$392K0.11%-68613F-HRTimeline
Spahn Wealth & Retirement LLC1,386$390K0.25%013F-HRTimeline
Legacy Financial Group LLC1,381$389K0.04%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,377$388K0.04%-213F-HRTimeline
FRONTIER CAPITAL MANAGEMENT CO LLC1,361$383K<0.01%+34413F-HRTimeline
MONECO ADVISORS, LLC1,353$381K0.02%-19413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC1,348$380K<0.01%-1,05213F-HRTimelineGroup
Global Retirement Partners, LLC1,328$374K0.01%13F-HRTimeline
111 Capital1,324$373K0.06%new13F-HRTimeline
RiverGlades Family Offices LLC1,321$372K0.17%+2113F-HRTimeline
SIGNATUREFD, LLC1,286$362K<0.01%+6513F-HRTimeline
Riverpoint Wealth Management Holdings, …1,275$359K0.07%+213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,267$357K<0.01%+11313F-HRTimelineGroup
Integrated Investment Consultants, LLC1,265$356K0.07%-61913F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH1,290$347K<0.01%+4413F-HRTimelineGroup
Marks Group Wealth Management, Inc1,231$347K0.03%+14913F-HRTimeline
Central Pacific Bank - Trust Division1,230$346K0.04%+5013F-HRTimeline
Lifestyle Asset Management, Inc.1,224$345K0.09%-1613F-HRTimeline
RMR Wealth Builders1,214$342K0.02%-6213F-HRTimeline
WP Advisors, LLC1,206$340K0.08%new13F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,200$338K0.02%-713F-HRTimeline
One Wealth Advisors, LLC1,197$337K0.04%+1213F-HRTimeline
SUMITOMO LIFE INSURANCE CO1,194$336K0.01%-2313F-HRTimeline
SFG Wealth Management, LLC.1,193$336K0.12%013F-HRTimeline
OLD NATIONAL BANCORP /IN/1,179$332K0.01%-6313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,154$325K<0.01%-1,45413F-HRTimelineGroup
Caprock Group, LLC1,153$325K0.01%-1,84113F-HRTimeline
PANAGORA ASSET MANAGEMENT INC1,150$324K<0.01%013F-HRTimeline
BRIGHTON JONES LLC1,141$321K0.01%+4313F-HRTimeline
AlphaCore Capital LLC1,140$321K0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,136$320K<0.01%-6713F-HRTimeline
Concorde Asset Management, LLC1,124$317K0.18%-1013F-HRTimeline
Bank of Marin1,124$317K0.22%new13F-HRTimeline
OXFORD ASSET MANAGEMENT LLP1,121$316K0.16%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Siemens Fonds Invest GmbH1,120$315K0.02%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,111$313K0.07%+16213F-HRTimeline
Veratis Advisors, Inc.1,100$310K0.22%13F-HRTimeline
Thrive Wealth Management, LLC1,090$307K0.04%-113F-HRTimeline
Perigon Wealth Management, LLC1,077$303K<0.01%-713F-HRTimeline
OneDigital Investment Advisors LLC1,055$297K<0.01%-2,23113F-HRTimeline
Engineers Gate Manager LP1,047$295K<0.01%new13F-HRTimeline
Vision Retirement, LLC1,043$294K0.07%013F-HRTimeline
Philip James Wealth Mangement, LLC1,041$293K0.03%-40113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…987$289K0.02%-5113F-HRTimeline
Institute for Wealth Management, LLC.1,025$289K0.03%013F-HRTimeline
Main Street Financial Solutions, LLC1,002$282K0.02%+32413F-HRTimeline
WJ Wealth Management, LLC1,000$282K0.11%013F-HRTimeline
Legacy Wealth Asset Management, LLC988$278K0.06%new13F-HRTimeline
Arax Advisory Partners978$275K<0.01%+83313F-HRTimeline
VestGen Advisors, LLC978$275K0.01%-813F-HRTimeline
Bayesian Capital Management, LP962$271K0.17%new13F-HRTimeline
Oslo Pensjonsforsikring AS948$267K0.03%+41313F-HRTimeline
CAMDEN NATIONAL BANK945$266K0.03%-4113F-HRTimeline
MATHER GROUP, LLC.939$264K<0.01%+2313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC931$262K<0.01%-18213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC930$262K<0.01%-23313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC925$261K<0.01%-8713F-HRTimeline
EVERPAR ADVISORS LLC921$259K0.07%-8513F-HRTimeline
Atom Investors LP916$258K0.02%new13F-HRTimeline
MGO ONE SEVEN LLC914$257K<0.01%-4613F-HRTimeline
WEDBUSH SECURITIES INC902$254K0.01%new13F-HRTimeline
DE BURLO GROUP INC900$254K0.05%-10013F-HRTimeline
Mariner, LLCin group Mariner, LLC900$254K<0.01%-4,03113F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…899$253K0.03%new13F-HRTimeline
TruNorth Capital Management, LLC891$251K0.04%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.887$250K<0.01%+4413F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC875$246K0.01%-16413F-HRTimeline
IFG Advisory, LLC872$246K0.01%new13F-HRTimeline
TSFG, LLC867$244K0.03%+113F-HRTimeline
ZWJ INVESTMENT COUNSEL INC864$243K0.01%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC859$242K0.02%-3713F-HRTimeline
GAMMA Investing LLC859$242K0.01%+2013F-HRTimeline
Legato Capital Management LLC849$239K0.02%-31913F-HRTimeline
PCM Encore, LLC848$239K0.04%-1213F-HRTimeline
Perennial Investment Advisors, LLC842$238K0.02%-1113F-HRTimeline
NORDEN GROUP LLC841$237K0.02%-5613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC830$234K0.03%+2113F-HRTimeline
Dorsey & Whitney Trust CO LLC820$231K0.01%+1413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.824$230K0.01%new13F-HRTimelineGroup
Curi Capital, LLC814$229K<0.01%-5613F-HRTimeline
Quent Capital, LLC808$228K0.01%-2613F-HRTimeline
Berger Financial Group, Inc797$225K0.01%+4813F-HRTimeline
Parcion Private Wealth LLC786$221K0.01%-1513F-HRTimeline
Founders Financial Alliance, LLC782$220K0.03%013F-HRTimeline
Archer Investment Corp779$219K0.04%013F-HR/ATimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW765$216K0.03%013F-HRTimelineGroup
HBK Sorce Advisory LLC597$215K<0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC760$214K<0.01%-10813F-HRTimelineGroup
Systematic Alpha Investments, LLC760$214K0.01%013F-HRTimeline
Summit Financial, LLC757$213K<0.01%new13F-HRTimeline
ROBERTS GLORE & CO INC /IL/755$213K0.05%-913F-HRTimeline
Dynamic Technology Lab Private Ltd748$211K0.05%-5,83813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC745$210K<0.01%-29413F-HRTimelineGroup
Centiva Capital, LP733$206K0.01%new13F-HRTimeline
Jacobi Capital Management LLC732$206K0.01%+5013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…732$206K0.01%new13F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC727$205K0.01%-1913F-HRTimeline
OpenArc Corporate Advisory, LLC725$204K<0.01%+3613F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…724$204K0.02%new13F-HRTimeline
Golden State Wealth Management, LLC724$204K0.02%+20513F-HRTimeline
CTC Alternative Strategies, Ltd.720$203K0.29%new13F-HRTimeline
Connecticut Capital Management Group, L…716$202K0.16%+413F-HRTimeline
Crossmark Global Holdings, Inc.711$200K<0.01%+2913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP710$200K<0.01%new13F-HRTimeline
FIL Ltdin group FIL Ltd627$177K<0.01%+6913F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…600$169K0.01%013F-HRTimeline
Catalyst Capital Advisors LLC595$168K<0.01%013F-HRTimeline
Walsh & Associates, LLC542$153K0.12%013F-HRTimeline
SIMPLEX TRADING, LLC539$152K<0.01%new13F-HRTimeline
PFA Pension, Forsikringsaktieselskab535$151K<0.01%-114,31113F-HRTimeline
Advocate Investing Services LLC500$141K0.11%013F-HRTimeline
Elgethun Capital Management493$139K0.02%013F-HRTimeline
WPG Advisers, LLC480$135K0.08%+313F-HRTimeline
Lodestone Wealth Management LLC467$132K0.05%013F-HRTimeline
Financial Management Professionals, Inc.463$130K0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…462$130K<0.01%+1913F-HRTimelineGroup
United Community Bankin group United Community Bank450$127K0.04%+1013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…445$125K<0.01%-28013F-HRTimelineGroup
Quarry LP409$115K0.02%-1413F-HRTimeline
IFP Advisors, Inc404$114K<0.01%+2813F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.400$113K0.04%013F-HRTimeline
Smartleaf Asset Management LLC415$112K<0.01%013F-HRTimeline
Graney & King, LLC385$109K0.04%+10013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC361$102K<0.01%-1,78913F-HRTimeline
OSSIAM344$96.9K<0.01%+25813F-HRTimeline
CENTRAL TRUST Co338$95.2K<0.01%+513F-HRTimeline
Ameliora Wealth Management Ltd.265$94.7K0.03%013F-HRTimeline
Smallwood Wealth Investment Management,…312$87.9K0.04%013F-HRTimeline
UMB Bank, n.a.291$82K<0.01%-10113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STEPH & CO286$80.6K0.02%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…283$79.8K0.01%+1713F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding283$79.6K-430Timeline