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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

713 managers (728 13F filers) reported a position in LPLA shares at 2024-12-31, 71,267,467 shares in all. 104 filers opened a position and 60 filers sold out during the quarter.

Managers
713
13F filers
728
New
104
Added
227
Reduced
271
Sold out
60
Shares held by filers
71,267,467

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
WJ Wealth Management, LLC2,000$653K0.22%013F-HRTimeline
Oak Thistle LLC1,991$650K0.19%+1,09413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,989$650K<0.01%-54413F-HRTimeline
Concorde Asset Management, LLC1,986$648K0.34%-18113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,946$636K0.07%-1,52713F-HRTimelineGroup
Snowden Capital Advisors LLC1,922$628K0.02%+70713F-HRTimeline
Centiva Capital, LP1,904$622K0.02%-8,96313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,886$615K<0.01%+28413F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,876$612K<0.01%+81813F-HRTimelineGroup
XML Financial, LLC1,873$611K0.06%-40513F-HRTimeline
Hunting Hill Global Capital, LLC1,871$611K0.27%013F-HRTimeline
Fortis Capital Advisors, LLC2,722$611K0.21%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,860$607K0.01%+12713F-HRTimelineGroup
WINTON GROUP Ltdin group WINTON GROUP Ltd1,851$604K0.04%-97113F-HRTimelineGroup
Summit Trail Advisors, LLC1,822$595K0.02%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,812$592K0.01%+13413F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC1,783$582K0.01%+8613F-HRTimeline
DAVENPORT & Co LLC1,762$575K<0.01%+5313F-HRTimeline
Applied Finance Capital Management, LLC1,757$574K0.02%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1,756$573K0.03%new13F-HRTimelineGroup
Heritage Family Offices, LLP1,749$571K0.29%+2213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,739$568K<0.01%+21913F-HRTimelineGroup
Bridgefront Capital, LLC1,733$566K0.19%-15313F-HRTimeline
WORLD EQUITY GROUP, INC.1,720$561K0.12%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP1,718$561K0.04%-1,26013F-HRTimeline
Catalyst Capital Advisors LLC1,710$558K0.01%-84213F-HRTimeline
Advisory Services Network, LLC1,701$555K0.01%-8,56213F-HRTimeline
CHOREO, LLC1,698$555K0.01%+64113F-HRTimeline
Gibbs Wealth Management1,688$551K0.15%+26313F-HRTimeline
Sanchez Wealth Management Group1,686$551K0.15%+3513F-HRTimeline
Hamilton Capital Partners Inc.1,680$549K0.04%-87313F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,664$543K<0.01%-6,20913F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC1,610$526K0.03%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,606$524K0.01%-4,42113F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC1,600$522K<0.01%-67,07713F-HRTimelineGroup
UniSuper Management Pty Ltd1,600$522K<0.01%-92313F-HRTimeline
Wedmont Private Capital1,578$521K0.03%+5513F-HRTimeline
POTENTIA WEALTH1,577$515K0.23%13F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,575$514K0.18%013F-HRTimeline
Farringdon Capital, Ltd.1,572$513K0.21%13F-HRTimeline
OKABENA INVESTMENT SERVICES INC1,570$513K0.14%new13F-HRTimeline
Magnolia Private Wealth, LLC1,551$506K0.45%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,541$503K0.03%+1113F-HRTimelineGroup
Riverpoint Wealth Management Holdings, …1,541$503K0.13%+213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,514$494K0.01%-8613F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC1,504$491K0.03%+14513F-HRTimeline
WEALTH ALLIANCE, LLC1,483$484K0.06%+3013F-HRTimeline
Cambridge Investment Research Advisors,…1,479$483K<0.01%-41113F-HRTimeline
SHELL ASSET MANAGEMENT CO1,465$478K0.02%-25413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,462$477K<0.01%+1,09713F-HRTimelineGroup
Beacon Pointe Advisors, LLC1,449$473K0.01%+30013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC1,432$468K<0.01%-98113F-HRTimeline
GLOBEFLEX CAPITAL L P1,420$464K0.04%-3,36813F-HRTimeline
Financiere des Professionnels - Fonds d…1,411$461K0.03%-2,13913F-HRTimeline
Spahn Wealth & Retirement LLC1,400$457K0.3%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,379$450K0.07%new13F-HR/ATimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.1,373$448K<0.01%-5713F-HRTimelineGroup
Ironwood Investment Counsel, LLC1,370$447K0.08%-9013F-HRTimeline
SFG Wealth Management, LLC.1,353$442K0.23%+1413F-HRTimeline
SIGNATUREFD, LLC1,352$441K0.01%+4113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,337$436K0.01%-2613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,334$436K0.01%13F-HRTimeline
Petrus Trust Company, LTA1,319$431K0.04%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC1,313$429K<0.01%013F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.1,147$427K0.38%13F-HRTimeline
HB Wealth Management, LLC1,304$426K<0.01%+33113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,300$424K0.05%new13F-HRTimelineGroup
Northwest & Ethical Investments L.P.1,300$424K0.01%new13F-HRTimeline
Entropy Technologies, LP1,292$422K0.04%new13F-HRTimeline
Sequoia Financial Advisors, LLC1,243$406K<0.01%+29813F-HR/ATimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,241$405K0.1%-4913F-HRTimelineGroup
Thrive Wealth Management, LLC1,236$404K0.07%-3013F-HRTimeline
Clearstead Advisors, LLC1,213$396K0.01%-34013F-HRTimeline
Impact Investors, Inc1,205$393K0.31%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,203$393K<0.01%+3113F-HRTimelineGroup
MOODY LYNN LIEBERSON & WALKER, LLC1,200$392K0.02%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC1,185$387K0.01%013F-HRTimeline
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC1,179$385K0.01%-52613F-HRTimelineGroup
Archer Investment Corp1,169$382K0.1%013F-HRTimeline
Cetera Trust Company, N.A1,155$377K0.24%-513F-HRTimeline
Merit Financial Group, LLC1,132$370K0.01%+5013F-HRTimeline
AXA S.A.in group AXA S.A.1,131$369K<0.01%-22013F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…1,122$366K0.02%-14013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,113$363K0.01%-7013F-HRTimeline
CAMDEN NATIONAL BANK1,104$360K0.05%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STATE OF MICHIGAN RETIREMENT SYSTEM1,100$359K<0.01%-30013F-HRTimeline
ProShare Advisors LLC1,100$359K<0.01%+9813F-HRTimeline
RiverGlades Family Offices LLC1,100$359K0.26%013F-HRTimeline
111 Capital1,096$358K0.08%13F-HRTimeline
Tyler-Stone Wealth Management1,076$351K0.06%+3813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,064$348K0.01%+113F-HRTimelineGroup
MFA WEALTH ADVISORS, LLC1,052$343K0.09%-9613F-HRTimeline
Vise Technologies, Inc.1,047$342K0.03%new13F-HRTimeline
Portside Wealth Group, LLC1,043$341K0.06%+11013F-HR/ATimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co1,040$340K0.01%013F-HRTimelineGroup
Veltria Advisors Corp.1,040$340K0.14%+18013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,038$339K<0.01%-1613F-HRTimelineGroup
Net Worth Advisory Group1,033$337K0.1%+413F-HRTimeline
MIG Capital, LLC1,026$335K0.03%new13F-HRTimeline
Metis Global Partners, LLC1,015$331K0.01%+7013F-HRTimeline
One Wealth Advisors, LLC1,015$331K0.05%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,011$330K0.01%+113F-HR/ATimelineGroup
denkapparat Operations GmbH1,006$328K0.49%13F-HRTimeline
DE BURLO GROUP INC1,000$327K0.04%new13F-HRTimeline
United Super Pty Ltd in its capacity as…1,000$327K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC993$324K0.06%-1,12913F-HRTimeline
EP Wealth Advisors, LLC988$323K<0.01%-18313F-HRTimeline
Dakota Wealth Management986$322K0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC972$317K0.01%+6313F-HRTimelineGroup
Hutchens & Kramer Investment Management…958$313K0.17%+5113F-HRTimeline
LRI Investments, LLC923$301K0.03%-20313F-HRTimeline
MATHER GROUP, LLC.916$299K<0.01%+3613F-HRTimeline
Good Life Advisors, LLC913$298K0.02%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.905$295K<0.01%+28313F-HRTimelineGroup
PZENA INVESTMENT MANAGEMENT LLC900$294K<0.01%-28713F-HRTimeline
Lifestyle Asset Management, Inc.898$293K0.16%new13F-HRTimeline
Cynosure Group, LLC885$289K0.04%-83913F-HRTimeline
WOLVERINE TRADING, LLC877$287K0.01%new13F-HRTimeline
V-Square Quantitative Management LLC875$286K0.04%+713F-HRTimeline
Vinva Investment Management Ltd865$283K0.01%-2,31313F-HRTimeline
Quent Capital, LLC866$283K0.03%+113F-HRTimeline
TSFG, LLC864$282K0.06%+113F-HRTimeline
Dorsey & Whitney Trust CO LLC857$280K0.02%new13F-HRTimeline
Perigon Wealth Management, LLC801$277K0.01%new13F-HRTimeline
Arkadios Wealth Advisors847$277K0.02%new13F-HRTimeline
Financial Advocates Investment Manageme…834$272K0.02%-4813F-HRTimeline
Siemens Fonds Invest GmbH829$271K0.02%new13F-HR/ATimeline
Berger Financial Group, Inc810$265K0.02%-6413F-HRTimeline
INTRUST BANK NA804$263K0.03%new13F-HRTimeline
Curi Capital, LLC801$261K0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC798$260K0.01%new13F-HRTimelineGroup
ZWJ INVESTMENT COUNSEL INC796$260K0.01%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …792$259K0.02%-22613F-HRTimelineGroup
GeoWealth Management, LLC776$253K0.01%-20413F-HRTimeline
Koshinski Asset Management, Inc.774$253K0.02%new13F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS774$253K<0.01%new13F-HRTimelineGroup
Perennial Investment Advisors, LLC773$253K0.03%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC765$250K<0.01%new13F-HRTimelineGroup
Systematic Alpha Investments, LLC760$248K0.01%new13F-HRTimeline
PURSUE WEALTH PARTNERS LLC760$248K0.14%new13F-HRTimeline
First County Bank /CT/756$247K0.14%-31813F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC676$246K0.02%new13F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW746$244K0.04%new13F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC746$244K0.02%new13F-HR/ATimeline
Kingsview Wealth Management, LLC741$242K<0.01%new13F-HRTimeline
Cresset Asset Management, LLC735$240K<0.01%-3,44613F-HRTimeline
IFG Advisory, LLC733$239K0.01%new13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC717$234K0.26%13F-HRTimeline
Institute for Wealth Management, LLC.714$233K0.03%new13F-HRTimeline
One Day In July LLC702$229K0.02%new13F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp702$229K0.03%new13F-HRTimelineGroup
Baader Bank Aktiengesellschaft697$228K0.02%new13F-HRTimeline
Lindbrook Capital, LLC696$227K0.02%+2313F-HRTimeline
PFG Investments, LLC693$226K0.01%-45213F-HRTimeline
Jacobi Capital Management LLC692$226K0.02%new13F-HRTimeline
WealthCare Investment Partners, LLC677$222K0.1%new13F-HRTimeline
AlphaQuest LLC667$218K0.03%-3,72013F-HRTimeline
GC Wealth Management RIA, LLC663$216K0.04%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC662$216K0.05%new13F-HRTimeline
Security Financial Services, INC.657$215K0.04%new13F-HRTimeline
Kolinsky Wealth Management, LLC650$212K0.13%new13F-HRTimeline
NATURAL INVESTMENTS, LLC651$212K0.06%13F-HRTimeline
Great Diamond Partners, LLC649$212K0.05%new13F-HRTimeline
NORDEN GROUP LLC641$209K0.02%new13F-HRTimeline
Quantum Financial Advisors, LLC636$208K0.03%new13F-HRTimeline
J.Safra Asset Management Corp634$207K0.02%+26113F-HRTimeline
B. Riley Wealth Advisors, Inc.629$205K0.01%new13F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…629$205K0.01%new13F-HRTimelineGroup
Horizon Wealth Management, LLC621$203K0.04%new13F-HRTimeline
Eagle Bay Advisors LLC611$200K0.13%-7313F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…600$196K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC579$189K<0.01%-9313F-HRTimelineGroup
Atlatl Advisers LLC572$187K0.11%13F-HRTimeline
United Community Bankin group United Community Bank570$186K0.07%-1013F-HRTimelineGroup
Central Pacific Bank - Trust Division564$184K0.02%+31813F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.562$183K0.01%-413F-HRTimelineGroup
WPG Advisers, LLC557$182K0.17%13F-HRTimeline
Whipplewood Advisors, LLC512$167K0.1%13F-HRTimeline
Allworth Financial LP464$165K<0.01%-9513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors505$165K0.02%+2913F-HRTimelineGroup
Golden State Wealth Management, LLC500$163K0.02%13F-HRTimeline
Elgethun Capital Management493$161K0.04%013F-HRTimeline
Wilmington Savings Fund Society, FSB464$152K<0.01%-31913F-HRTimeline
QUADRANT CAPITAL GROUP LLC443$145K0.01%+113F-HRTimeline
First Horizon Advisors, Inc.432$141K<0.01%+4713F-HRTimeline
Farther Finance Advisors, LLC432$141K0.01%+2113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.400$131K0.06%013F-HRTimeline
Smartleaf Asset Management LLC386$126K0.01%+2613F-HRTimeline
Mattson Financial Services, LLC516$120K0.04%-1,07413F-HRTimeline
CENTRAL TRUST Co357$117K<0.01%-1013F-HRTimeline
GAMMA Investing LLC357$117K0.01%+14913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…340$111K<0.01%-1113F-HRTimelineGroup
Point72 (DIFC) Ltd332$108K0.01%new13F-HRTimeline
Ameliora Wealth Management Ltd.330$108K0.04%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC315$103K0.02%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.296$96.6K0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC273$89.3K<0.01%-1013F-HRTimeline
Leonteq Securities AG273$89.1K0.01%+13813F-HRTimeline
Tortoise Investment Management, LLC266$86.9K0.01%+11613F-HR/ATimeline
Hexagon Capital Partners LLC241$78.7K0.01%new13F-HRTimeline