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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

789 managers (804 13F filers) reported a position in LPLA shares at 2025-06-30, 79,472,880 shares in all. 115 filers opened a position and 105 filers sold out during the quarter.

Managers
789
13F filers
804
New
115
Added
333
Reduced
260
Sold out
105
Shares held by filers
79,472,880

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
PEAK6 LLCin group PEAK6 LLC2,595$973K0.03%-1,53513F-HR/ATimelineGroup
Versor Investments LP2,576$966K0.17%-1,74513F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…2,571$964K0.01%013F-HRTimelineGroup
TRAN CAPITAL MANAGEMENT, L.P.2,554$958K0.11%new13F-HRTimeline
Parallel Advisors, LLC2,514$943K0.02%-2013F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC2,500$937K0.13%+2,00013F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC2,500$937K0.2%013F-HRTimeline
Avior Wealth Management, LLC2,497$936K0.03%-39113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,484$932K<0.01%+71013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT2,481$930K0.02%+513F-HRTimeline
HighPoint Advisor Group LLC2,462$923K0.05%+8913F-HRTimeline
Wilmington Savings Fund Society, FSB2,418$907K0.02%+60213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,409$903K0.01%-34113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,397$899K0.02%+2,38813F-HRTimeline
Assenagon Asset Management S.A.2,387$895K<0.01%+14813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,410$880K<0.01%-26513F-HR/ATimelineGroup
Retireful, LLC2,334$875K0.6%-1,34613F-HRTimeline
Hunting Hill Global Capital, LLC2,300$862K0.47%+42913F-HRTimeline
Encompass More Asset Management2,279$855K0.2%new13F-HRTimeline
LONDON CO OF VIRGINIA2,270$851K<0.01%013F-HRTimeline
Greenline Partners, LLC2,266$850K0.11%013F-HRTimeline
Steward Partners Investment Advisory, L…2,255$846K0.01%-1213F-HRTimeline
Root Financial Partners, LLC2,249$843K0.08%+4913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,219$832K0.01%-3,78613F-HRTimelineGroup
EVERPAR ADVISORS LLC2,201$825K0.38%-1113F-HRTimeline
OXFORD ASSET MANAGEMENT LLP2,196$823K0.27%new13F-HRTimeline
Gibbs Wealth Management2,152$807K0.16%+1213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,150$806K0.02%+2513F-HRTimeline
Snowden Capital Advisors LLC2,140$802K0.02%-1,18713F-HRTimeline
Vise Technologies, Inc.2,121$795K0.03%13F-HRTimeline
E. Ohman J:or Asset Management AB2,100$787K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.2,080$779K0.06%-4913F-HRTimeline
DAVENPORT & Co LLC2,075$778K<0.01%+15713F-HRTimeline
Heritage Family Offices, LLP2,269$764K0.39%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,005$752K0.03%+1,83113F-HRTimelineGroup
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC2,000$750K0.03%+88313F-HRTimelineGroup
WJ Wealth Management, LLC2,000$750K0.24%013F-HRTimeline
XML Financial, LLC1,996$749K0.06%-2513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,995$748K0.05%-26913F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.1,935$725K0.01%+9413F-HRTimeline
Applied Finance Capital Management, LLC1,885$707K0.05%+3913F-HRTimeline
Scott Marsh Financial, LLC1,882$706K0.26%13F-HRTimeline
Gladstone Institutional Advisory LLC1,854$695K0.03%-16513F-HRTimeline
CWM, LLCin group CWM, LLC1,846$692K<0.01%-93213F-HRTimelineGroup
Advisors Asset Management, Inc.1,842$691K0.01%+33113F-HR/ATimeline
SHEETS SMITH WEALTH MANAGEMENT1,820$682K0.08%new13F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC1,803$676K0.01%+513F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP1,793$672K0.03%new13F-HRTimeline
Cresset Asset Management, LLC1,790$671K<0.01%+98613F-HR/ATimeline
CoreCap Advisors, LLC1,788$671K0.03%+1,61913F-HRTimeline
WEALTH ALLIANCE, LLC1,716$643K0.07%+6113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,697$636K0.01%-413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,696$636K0.06%-8213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…1,696$636K0.01%-56213F-HRTimelineGroup
Venturi Wealth Management, LLC1,693$635K0.03%-40613F-HRTimeline
Sanchez Wealth Management Group1,689$633K0.15%+113F-HRTimeline
Sequoia Financial Advisors, LLC1,672$627K<0.01%+34113F-HRTimeline
Magnolia Private Wealth, LLC1,662$623K0.48%+3313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,658$622K0.01%+39113F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/1,656$621K0.01%+23213F-HRTimeline
Wedmont Private Capital1,625$619K0.03%+1913F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,640$615K0.02%-3713F-HRTimeline
Hamilton Capital Partners Inc.1,634$613K0.03%013F-HRTimeline
Qsemble Capital Management, LP1,624$609K0.06%new13F-HRTimeline
SummitTX Capital, L.P.1,606$602K0.03%-5,00813F-HRTimeline
Arkadios Wealth Advisors1,601$601K0.02%+61513F-HRTimeline
Capula Management Ltdin group Capula Management Ltd1,600$600K0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
MONECO ADVISORS, LLC1,585$594K0.06%-26613F-HRTimeline
POTENTIA WEALTH1,578$592K0.34%013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,572$589K0.19%013F-HRTimeline
WORLD EQUITY GROUP, INC.1,552$582K0.16%+72313F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,550$581K<0.01%new13F-HR/ATimeline
Riverpoint Wealth Management Holdings, …1,543$579K0.14%+113F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,538$577K0.12%+19413F-HRTimelineGroup
OKABENA INVESTMENT SERVICES INC1,533$575K0.13%-20713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,494$560K0.01%+75513F-HRTimelineGroup
Pettee Investors, Inc.1,490$559K0.33%new13F-HRTimeline
Yarbrough Capital, LLC1,481$555K0.02%-1,88013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,473$552K<0.01%-1,79213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,465$549K<0.01%+23813F-HRTimelineGroup
Thrive Wealth Management, LLC1,460$547K0.09%+5613F-HRTimeline
Beacon Pointe Advisors, LLC1,451$544K0.01%+113F-HRTimeline
SIGNATUREFD, LLC1,441$540K0.01%-11213F-HRTimeline
GLOBEFLEX CAPITAL L P1,420$532K0.04%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,414$530K0.01%+7613F-HRTimeline
Scientech Research LLC1,413$530K0.13%new13F-HRTimeline
J.Safra Asset Management Corp1,408$528K0.04%+17413F-HR/ATimeline
World Investment Advisors1,400$525K0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,400$525K0.07%+413F-HRTimeline
UniSuper Management Pty Ltd1,400$525K<0.01%-20013F-HRTimeline
Spahn Wealth & Retirement LLC1,386$520K0.33%013F-HRTimeline
Legacy Financial Group LLC1,381$518K0.07%+1513F-HRTimeline
Blue Trust, Inc.1,375$516K0.01%+23813F-HRTimeline
Good Life Advisors, LLC1,370$514K0.03%+38213F-HRTimeline
State of Wyoming1,263$474K0.06%new13F-HRTimeline
Cynosure Group, LLC1,257$471K0.05%+25213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,252$469K<0.01%+30313F-HRTimelineGroup
R Squared Ltd1,237$464K0.26%+61713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,233$462K0.02%-38013F-HRTimelineGroup
PEAK FINANCIAL ADVISORS LLC1,232$462K0.24%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,231$461K0.04%+3813F-HRTimeline
Cetera Trust Company, N.A1,210$454K0.27%+5513F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,207$453K0.03%+713F-HRTimeline
Impact Investors, Inc1,203$451K0.32%-213F-HRTimeline
Blueshift Asset Management, LLC1,202$451K0.14%new13F-HRTimeline
BRIGHTON JONES LLC1,199$450K0.01%-1113F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC1,195$448K0.01%+913F-HRTimeline
SFG Wealth Management, LLC.1,186$445K0.27%-5213F-HRTimeline
AXA S.A.in group AXA S.A.1,178$442K<0.01%+14113F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC1,150$431K<0.01%-2213F-HRTimeline
READYSTATE ASSET MANAGEMENT LP1,149$431K0.02%new13F-HRTimeline
Baader Bank Aktiengesellschaft1,144$428K0.04%+42113F-HRTimeline
Laird Norton Wetherby Wealth Management…1,137$426K0.02%13F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.1,147$424K0.35%013F-HRTimeline
CW Advisors, LLC1,121$420K<0.01%new13F-HRTimeline
Siemens Fonds Invest GmbH1,120$420K0.02%+26113F-HRTimeline
denkapparat Operations GmbH1,118$419K0.33%-5013F-HRTimeline
Counterpoint Mutual Funds LLC1,111$417K0.04%new13F-HRTimeline
Bullseye Asset Management LLC1,108$415K0.21%-11,14013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,107$415K<0.01%+4413F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC1,101$413K0.03%-46713F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC1,100$412K<0.01%new13F-HRTimeline
RiverGlades Family Offices LLC1,100$412K0.27%013F-HRTimeline
Gilbert & Cook, Inc.1,094$410K0.06%+30313F-HRTimeline
Lifestyle Asset Management, Inc.1,082$406K0.19%+10113F-HRTimeline
SHERBROOKE PARK ADVISERS LLC1,053$395K0.17%new13F-HRTimeline
Ballentine Partners, LLC1,038$389K0.01%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,016$381K0.01%+413F-HRTimelineGroup
DE BURLO GROUP INC1,000$375K0.05%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding983$369K-329Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…982$368K0.01%+1713F-HRTimelineGroup
Perigon Wealth Management, LLC979$367K0.01%+18313F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH1,000$365K<0.01%+1,00013F-HRTimelineGroup
MFA WEALTH ADVISORS, LLC969$363K0.09%013F-HRTimeline
IFP Advisors, Inc719$363K0.01%+49013F-HRTimeline
V-Square Quantitative Management LLC968$363K0.05%+1213F-HRTimeline
CAMDEN NATIONAL BANK967$363K0.05%+2913F-HRTimeline
Metis Global Partners, LLC959$360K0.01%-35313F-HRTimeline
Portside Wealth Group, LLC946$355K0.05%-16513F-HRTimeline
One Wealth Advisors, LLC939$352K0.05%+2413F-HRTimeline
Dakota Wealth Management937$351K0.01%-313F-HRTimeline
EP Wealth Advisors, LLC935$351K<0.01%-6913F-HRTimeline
B. Riley Wealth Advisors, Inc.924$347K0.02%-5113F-HRTimeline
Tyler-Stone Wealth Management918$344K0.06%+4113F-HRTimeline
MATHER GROUP, LLC.916$343K<0.01%-313F-HRTimeline
Farringdon Capital, Ltd.911$342K0.11%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC897$340K0.03%+10213F-HRTimeline
Ellevest, Inc.906$340K0.05%new13F-HRTimeline
Petrus Trust Company, LTA902$338K0.04%-1,17013F-HRTimeline
Board of the Pension Protection Fund900$337K0.36%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.881$330K0.01%-1,11913F-HRTimelineGroup
TSFG, LLC865$324K0.06%+113F-HRTimeline
Curi Capital, LLC858$322K0.01%new13F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…885$319K<0.01%-7713F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC844$316K0.02%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC843$316K0.02%013F-HRTimeline
Quent Capital, LLC843$316K0.03%-2313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.843$316K<0.01%-1,08613F-HRTimelineGroup
Net Worth Advisory Group833$312K0.07%-52013F-HRTimeline
Hutchens & Kramer Investment Management…835$311K0.14%-12513F-HRTimeline
IFG Advisory, LLC810$304K0.02%-313F-HRTimeline
Perennial Investment Advisors, LLC804$302K0.03%+3113F-HRTimeline
CTC Alternative Strategies, Ltd.800$300K0.26%new13F-HRTimeline
ZWJ INVESTMENT COUNSEL INC798$299K0.01%+213F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW786$295K0.05%+4013F-HRTimelineGroup
Wealthspire Advisors, LLC785$294K<0.01%-613F-HRTimeline
Archer Investment Corp779$292K0.07%-39013F-HRTimeline
Global Retirement Partners, LLC770$289K0.01%13F-HRTimeline
Philip James Wealth Mangement, LLC768$288K0.04%-313F-HRTimeline
Systematic Alpha Investments, LLC760$285K0.01%013F-HRTimeline
INTRUST BANK NA747$280K0.02%-3113F-HRTimeline
IEQ CAPITAL, LLC746$280K<0.01%-2,98013F-HRTimeline
WADDELL & ASSOCIATES, LLC746$280K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP754$275K<0.01%+45613F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC730$274K0.1%new13F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding727$273K-35,217Timeline
Tranquility Partners, LLC721$270K0.1%new13F-HRTimeline
Berger Financial Group, Inc718$269K0.02%-6713F-HRTimeline
USA FINANCIAL FORMULAS716$268K0.05%new13F-HRTimeline
Institute for Wealth Management, LLC.714$268K0.03%013F-HRTimeline
Voleon Capital Management LP708$265K0.01%-12,34813F-HRTimeline
One Day In July LLC702$263K0.02%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp702$263K0.03%013F-HRTimelineGroup
PUREfi Wealth, LLC699$262K0.21%+7313F-HRTimeline
WealthCare Investment Partners, LLC678$260K0.09%new13F-HRTimeline
Koshinski Asset Management, Inc.694$260K0.02%-11813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …696$260K0.02%013F-HRTimelineGroup
NATURAL INVESTMENTS, LLC695$260K0.07%+4813F-HRTimeline
Summit Financial, LLC688$258K0.01%new13F-HRTimeline
Financial Advocates Investment Manageme…672$252K0.02%-20413F-HRTimeline
Checchi Capital Advisers, LLC669$251K0.02%-4913F-HRTimeline
AlphaQuest LLC668$250K0.02%+113F-HRTimeline
GENESIS PRIVATE WEALTH, LLC667$250K0.12%new13F-HRTimeline
Crossmark Global Holdings, Inc.666$250K<0.01%-10,77113F-HRTimeline
Jacobi Capital Management LLC664$249K0.02%-2813F-HRTimeline
BIRCH FINANCIAL GROUP, LLC663$249K0.2%+313F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP660$247K0.07%-33113F-HRTimeline
GeoWealth Management, LLC655$246K0.01%+4313F-HRTimeline
Horizon Wealth Management, LLC655$246K0.04%-2013F-HRTimeline
Marks Group Wealth Management, Inc651$244K0.02%new13F-HRTimeline