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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

776 managers (793 13F filers) reported a position in LPLA shares at 2025-03-31, 77,961,760 shares in all. 118 filers opened a position and 56 filers sold out during the quarter.

Managers
776
13F filers
793
New
118
Added
324
Reduced
223
Sold out
56
Shares held by filers
77,961,760

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Sowell Financial Services LLC2,926$957K0.04%new13F-HRTimeline
Friedenthal Financial2,902$949K0.57%new13F-HRTimeline
Vestcor Inc2,899$948K0.03%+6113F-HRTimeline
Avior Wealth Management, LLC2,888$945K0.04%+40913F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA2,876$941K<0.01%new13F-HR/ATimelineGroup
MAI Capital Management2,871$939K0.01%+4413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,854$934K<0.01%+1,19013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,815$921K<0.01%-11913F-HRTimeline
CWM, LLCin group CWM, LLC2,778$909K<0.01%+90213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding2,758$903K-164Timeline
Vident Advisory, LLCin group Vident Advisory, LLC2,750$900K0.01%-77613F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,711$887K<0.01%+34913F-HRTimeline
Wealthfront Advisers LLC2,699$883K<0.01%+5113F-HRTimeline
OSTRUM ASSET MANAGEMENT2,688$879K0.05%-1,50013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC2,640$864K0.06%+1,03013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,619$856K<0.01%+73313F-HRTimelineGroup
Moran Wealth Management, LLC2,611$854K0.03%-11113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,675$843K<0.01%013F-HR/ATimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…2,571$841K0.01%-35513F-HR/ATimelineGroup
Legacy Capital Group California, Inc.2,539$831K0.29%new13F-HRTimeline
Parallel Advisors, LLC2,534$829K0.02%+5513F-HRTimeline
Garrett Wealth Advisory Group, LLC2,500$818K0.18%-71913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,476$810K0.02%+113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,436$797K0.01%+57613F-HRTimelineGroup
ALERUS FINANCIAL NA2,422$792K0.06%new13F-HRTimeline
EFG Private Wealth Management (Americas…2,406$787K0.16%new13F-HRTimeline
Central Pacific Bank - Trust Division2,397$784K0.11%+1,83313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,340$766K<0.01%+35113F-HRTimeline
HighPoint Advisor Group LLC2,373$758K0.04%+22613F-HRTimeline
LONDON CO OF VIRGINIA2,270$743K<0.01%013F-HRTimeline
Heritage Family Offices, LLP2,269$742K0.38%+52013F-HRTimeline
Steward Partners Investment Advisory, L…2,267$742K0.01%-13713F-HRTimeline
Greenline Partners, LLC2,266$741K0.12%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,264$741K0.06%-5513F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…2,258$739K0.01%+1,22013F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P2,253$737K0.02%new13F-HRTimeline
Assenagon Asset Management S.A.2,239$732K<0.01%-28,97013F-HRTimeline
EVERPAR ADVISORS LLC2,212$724K0.38%-22013F-HRTimeline
Root Financial Partners, LLC2,200$720K0.08%+913F-HRTimeline
Schechter Investment Advisors, LLC2,159$706K0.06%-60213F-HRTimeline
Gibbs Wealth Management2,140$700K0.17%+45213F-HRTimeline
ASR Vermogensbeheer N.V.2,132$697K0.01%13F-HRTimeline
Rakuten Investment Management, Inc.2,066$696K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.2,129$696K0.06%+2,12713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,125$695K0.02%+78813F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …2,103$688K0.03%+34713F-HRTimelineGroup
United Super Pty Ltd in its capacity as…2,100$687K0.03%+1,10013F-HRTimeline
E. Ohman J:or Asset Management AB2,100$687K0.02%013F-HRTimeline
Venturi Wealth Management, LLC2,099$687K0.04%+713F-HRTimeline
Petrus Trust Company, LTA2,072$678K0.06%+75313F-HRTimeline
XML Financial, LLC2,021$661K0.06%+14813F-HRTimeline
Gladstone Institutional Advisory LLC2,019$661K0.03%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,000$654K0.01%-15,40013F-HRTimelineGroup
WJ Wealth Management, LLC2,000$654K0.23%013F-HRTimeline
Machina Capital S.A.S.1,944$636K0.19%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.1,929$631K<0.01%-13313F-HRTimelineGroup
DAVENPORT & Co LLC1,918$627K<0.01%+15613F-HRTimeline
Procyon Advisors, LLC1,910$625K0.04%new13F-HRTimeline
Hunting Hill Global Capital, LLC1,871$612K0.77%013F-HRTimeline
MONECO ADVISORS, LLC1,851$605K0.06%-62913F-HR/ATimeline
Applied Finance Capital Management, LLC1,846$604K0.04%+8913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,841$602K0.01%+2913F-HRTimeline
Wilmington Savings Fund Society, FSB1,816$594K0.01%+1,35213F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC1,798$588K0.01%+1513F-HRTimeline
Concorde Asset Management, LLC1,830$583K0.31%-15613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,778$582K0.07%-16813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,774$581K<0.01%+3513F-HRTimelineGroup
OKABENA INVESTMENT SERVICES INC1,740$569K0.14%+17013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.1,737$568K0.02%+1,60813F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management1,711$560K<0.01%-469,77713F-HRTimelineGroup
Catalyst Capital Advisors LLC1,710$559K0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,701$556K0.01%+58813F-HRTimeline
Sanchez Wealth Management Group1,688$552K0.15%+213F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,677$549K0.02%+1,23413F-HRTimeline
WEALTH ALLIANCE, LLC1,655$541K0.07%+17213F-HRTimeline
Hamilton Capital Partners Inc.1,634$535K0.03%-4613F-HRTimeline
Magnolia Private Wealth, LLC1,629$533K0.45%+7813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,613$528K0.03%+7213F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,609$527K<0.01%+13013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,600$523K0.07%+30013F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC1,600$523K<0.01%013F-HR/ATimelineGroup
UniSuper Management Pty Ltd1,600$523K<0.01%013F-HRTimeline
POTENTIA WEALTH1,578$516K0.24%+113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,572$514K0.19%-313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,568$513K0.04%new13F-HRTimeline
SIGNATUREFD, LLC1,553$508K0.01%+20113F-HRTimeline
Riverpoint Wealth Management Holdings, …1,542$505K0.13%+113F-HRTimeline
Wedmont Private Capital1,606$500K0.03%+2813F-HRTimeline
Advisors Asset Management, Inc.1,511$494K0.01%-56913F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,504$492K0.03%013F-HRTimeline
Fairtree Asset Management (Pty) Ltd1,453$475K0.38%new13F-HRTimeline
Beacon Pointe Advisors, LLC1,450$474K0.01%+113F-HRTimeline
OLD NATIONAL BANCORP /IN/1,424$466K0.01%-1,78213F-HRTimeline
GLOBEFLEX CAPITAL L P1,420$465K0.04%013F-HRTimeline
Thrive Wealth Management, LLC1,404$459K0.09%+16813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,396$457K0.07%+1713F-HRTimeline
Spahn Wealth & Retirement LLC1,386$453K0.33%-1413F-HRTimeline
Legacy Financial Group LLC1,366$447K0.07%013F-HRTimeline
Net Worth Advisory Group1,353$442K0.14%+32013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,344$440K0.12%+10313F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC1,338$438K0.01%+413F-HRTimeline
Sequoia Financial Advisors, LLC1,331$436K<0.01%+8813F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.1,322$432K<0.01%-5113F-HRTimelineGroup
Metis Global Partners, LLC1,312$429K0.01%+29713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding1,312$429K+1,268Timeline
SHELL ASSET MANAGEMENT CO1,310$429K0.02%-15513F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC1,293$423K<0.01%-2013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,267$414K0.01%+29513F-HRTimelineGroup
Caitong International Asset Management …1,261$413K0.31%+1,25613F-HRTimeline
Financiere des Professionnels - Fonds d…1,254$410K0.03%-15713F-HRTimeline
SFG Wealth Management, LLC.1,238$405K0.2%-11513F-HRTimeline
J.Safra Asset Management Corp1,234$404K0.03%+60013F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC1,227$401K<0.01%+64813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,227$401K<0.01%+2413F-HRTimelineGroup
BRIGHTON JONES LLC1,210$396K0.01%new13F-HRTimeline
Impact Investors, Inc1,205$394K0.31%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,200$393K0.03%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,193$390K0.04%new13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC1,186$388K0.01%+113F-HRTimeline
PANAGORA ASSET MANAGEMENT INC1,172$383K<0.01%-26013F-HRTimeline
Archer Investment Corp1,169$382K0.1%013F-HRTimeline
denkapparat Operations GmbH1,168$382K0.4%+16213F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.1,147$380K0.34%013F-HRTimeline
Cetera Trust Company, N.A1,155$378K0.24%013F-HRTimeline
Blue Trust, Inc.1,137$372K<0.01%+1,09013F-HRTimeline
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC1,117$365K0.02%-6213F-HRTimelineGroup
Portside Wealth Group, LLC1,111$363K0.06%+6813F-HR/ATimeline
STATE OF MICHIGAN RETIREMENT SYSTEM1,100$360K<0.01%013F-HRTimeline
RiverGlades Family Offices LLC1,100$360K0.26%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,063$348K<0.01%+15813F-HRTimelineGroup
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co1,040$340K0.01%013F-HRTimelineGroup
AXA S.A.in group AXA S.A.1,037$339K<0.01%-9413F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.1,035$339K0.05%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,012$331K0.01%+113F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC1,009$330K<0.01%new13F-HR/ATimelineGroup
Cynosure Group, LLC1,005$329K0.05%+12013F-HRTimeline
EP Wealth Advisors, LLC1,004$328K<0.01%+1613F-HRTimeline
DE BURLO GROUP INC1,000$327K0.05%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…962$324K0.01%new13F-HRTimelineGroup
STEVENS CAPITAL MANAGEMENT LP991$324K0.08%new13F-HRTimeline
Good Life Advisors, LLC988$323K0.02%+7513F-HRTimeline
Arkadios Wealth Advisors986$323K0.01%+13913F-HRTimeline
Lifestyle Asset Management, Inc.981$321K0.18%+8313F-HRTimeline
B. Riley Wealth Advisors, Inc.975$319K0.01%+34613F-HRTimeline
MFA WEALTH ADVISORS, LLC969$317K0.08%-8313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…965$316K0.01%-9913F-HRTimelineGroup
Hutchens & Kramer Investment Management…960$314K0.17%+213F-HRTimeline
V-Square Quantitative Management LLC956$313K0.05%+8113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…949$310K<0.01%new13F-HRTimelineGroup
Dakota Wealth Management940$308K0.01%-4613F-HRTimeline
CAMDEN NATIONAL BANK938$307K0.05%-16613F-HRTimeline
Veltria Advisors Corp.928$304K0.2%-11213F-HRTimeline
MATHER GROUP, LLC.919$301K<0.01%+313F-HRTimeline
One Wealth Advisors, LLC915$299K0.04%-10013F-HRTimeline
Tyler-Stone Wealth Management877$287K0.05%-19913F-HRTimeline
Financial Advocates Investment Manageme…876$287K0.02%+4213F-HRTimeline
Quent Capital, LLC866$283K0.03%013F-HRTimeline
TSFG, LLC864$283K0.06%013F-HRTimeline
Siemens Fonds Invest GmbH859$281K0.02%+3013F-HRTimeline
Advisor Resource Council852$279K0.02%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC843$276K0.02%-1413F-HRTimeline
WORLD EQUITY GROUP, INC.829$271K0.08%-89113F-HRTimeline
Lindbrook Capital, LLC823$269K0.02%+12713F-HRTimeline
IFG Advisory, LLC813$266K0.01%+8013F-HRTimeline
Koshinski Asset Management, Inc.812$266K0.02%+3813F-HRTimeline
Cresset Asset Management, LLC804$263K<0.01%+6913F-HRTimeline
Perigon Wealth Management, LLC796$260K0.01%-513F-HRTimeline
ZWJ INVESTMENT COUNSEL INC796$260K0.01%013F-HRTimeline
Wealthspire Advisors, LLC791$259K<0.01%new13F-HRTimeline
Gilbert & Cook, Inc.791$259K0.04%new13F-HRTimeline
Berger Financial Group, Inc785$257K0.02%-2513F-HRTimeline
INTRUST BANK NA778$255K0.03%-2613F-HRTimeline
Perennial Investment Advisors, LLC773$253K0.03%013F-HRTimeline
Philip James Wealth Mangement, LLC771$252K0.03%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC795$250K0.03%+11913F-HRTimeline
Systematic Alpha Investments, LLC760$249K0.01%013F-HRTimeline
Founders Financial Alliance, LLC753$246K0.06%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC746$244K0.03%013F-HR/ATimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW746$244K0.05%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC739$242K<0.01%-2613F-HRTimelineGroup
Checchi Capital Advisers, LLC718$235K0.02%new13F-HRTimeline
Baader Bank Aktiengesellschaft723$235K0.02%+2613F-HRTimeline
Institute for Wealth Management, LLC.714$234K0.03%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …696$233K0.02%-9613F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp702$230K0.03%013F-HRTimelineGroup
One Day In July LLC702$230K0.02%013F-HRTimeline
Advisory Services Network, LLC694$227K<0.01%-1,00713F-HRTimeline
Jacobi Capital Management LLC692$226K0.02%013F-HRTimeline
WP Advisors, LLC681$223K0.07%new13F-HRTimeline
Horizon Wealth Management, LLC675$221K0.04%+5413F-HRTimeline
PFG Investments, LLC670$219K0.01%-2313F-HRTimeline
AlphaQuest LLC667$218K0.02%013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC660$216K0.19%-5713F-HRTimeline
Security Financial Services, INC.659$216K0.04%+213F-HRTimeline
NORDEN GROUP LLC653$214K0.02%+1213F-HRTimeline
NATURAL INVESTMENTS, LLC647$211K0.06%-413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC638$209K0.05%-2413F-HRTimeline
Quantum Financial Advisors, LLC636$208K0.03%013F-HRTimeline
PUREfi Wealth, LLC626$205K0.2%new13F-HRTimeline
Eagle Bay Advisors LLC624$204K0.17%+1313F-HRTimeline