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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

744 managers (762 13F filers) reported a position in LPLA shares at 2025-09-30, 78,620,056 shares in all. 71 filers opened a position and 110 filers sold out during the quarter.

Managers
744
13F filers
762
New
71
Added
279
Reduced
271
Sold out
110
Shares held by filers
78,620,056

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
ELEVATION POINT WEALTH PARTNERS, LLC2,069$688K0.05%-1,28613F-HRTimeline
EVERPAR ADVISORS LLC2,046$681K0.27%-15513F-HRTimeline
Snowden Capital Advisors LLC2,012$669K0.02%-12813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,006$667K0.02%+113F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO2,006$667K0.07%-1,09713F-HRTimeline
Headlands Technologies LLC2,000$665K0.05%new13F-HRTimeline
Sowell Financial Services LLC1,977$658K0.03%-80013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,944$647K0.02%+1,32413F-HRTimelineGroup
Sequoia Financial Advisors, LLC1,937$644K<0.01%+26513F-HRTimeline
PEAK FINANCIAL ADVISORS LLC1,924$640K0.31%+69213F-HRTimeline
BLAIR WILLIAM & CO/IL1,922$640K<0.01%-8,22613F-HRTimeline
CHOREO, LLC1,911$636K0.01%-2,12813F-HRTimeline
LANARK FINANCIAL, INC.1,904$633K0.05%-17613F-HRTimeline
Advisors Asset Management, Inc.1,893$630K0.01%+5113F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,845$614K<0.01%-63913F-HRTimelineGroup
Vise Technologies, Inc.1,838$611K0.02%-28313F-HRTimeline
Retirement Planning Group, LLC1,820$605K0.02%new13F-HRTimeline
Jain Global LLC1,788$595K0.01%-3,00413F-HRTimeline
Gibbs Wealth Management1,780$592K0.13%-37213F-HRTimeline
Cresset Asset Management, LLC1,753$583K<0.01%-3713F-HR/ATimeline
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC1,746$581K0.02%-25413F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC1,735$577K0.01%new13F-HRTimeline
Compton Financial Group, LLC1,731$576K0.14%new13F-HRTimeline
Strategic Financial Concepts, LLC1,731$576K0.08%new13F-HRTimeline
Farringdon Capital, Ltd.1,722$573K0.15%+81113F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC1,706$568K0.01%-9713F-HRTimeline
Sanchez Wealth Management Group1,691$562K0.12%+213F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC1,681$559K<0.01%-5,62013F-HRTimelineGroup
SHERBROOKE PARK ADVISERS LLC1,677$558K0.26%+62413F-HRTimeline
Hamilton Capital Partners Inc.1,664$554K0.02%+3013F-HRTimeline
Magnolia Private Wealth, LLC1,657$551K0.4%-513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,657$551K0.01%+16313F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC1,640$546K0.02%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,581$526K0.1%+4313F-HRTimelineGroup
POTENTIA WEALTH1,579$525K0.2%+113F-HRTimeline
Applied Finance Capital Management, LLC1,573$523K0.04%-31213F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,572$523K0.15%013F-HRTimeline
WEALTH ALLIANCE, LLC1,570$522K0.05%-14613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,570$522K0.01%-12613F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,569$522K<0.01%-27713F-HRTimelineGroup
XML Financial, LLC1,569$522K0.04%-42713F-HRTimeline
Wedmont Private Capital1,633$518K0.02%+813F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,550$516K<0.01%013F-HRTimeline
Riverpoint Wealth Management Holdings, …1,545$514K0.11%+213F-HRTimeline
MONECO ADVISORS, LLC1,544$514K0.04%-4113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,537$511K<0.01%+7213F-HRTimelineGroup
Quantitative Investment Management, LLC1,523$506K0.07%new13F-HRTimeline
Severin Investments, LLC1,510$502K0.45%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,498$498K0.01%-19913F-HRTimeline
Pettee Investors, Inc.1,490$496K0.27%013F-HRTimeline
Requisite Capital Management, LLC1,482$493K0.08%new13F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,473$490K<0.01%013F-HRTimelineGroup
Foresight Global Investors, Inc.1,459$485K0.29%new13F-HRTimeline
Thrive Wealth Management, LLC1,452$483K0.07%-813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,439$479K0.04%-25713F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,437$478K<0.01%+18513F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,400$466K0.05%013F-HRTimeline
UniSuper Management Pty Ltd1,400$466K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,398$465K0.01%-4313F-HRTimeline
Spahn Wealth & Retirement LLC1,386$461K0.27%013F-HRTimeline
Legacy Financial Group LLC1,381$459K0.06%013F-HRTimeline
Philip James Wealth Mangement, LLC1,365$454K0.05%+59713F-HRTimeline
Gilbert & Cook, Inc.1,356$451K0.06%+26213F-HRTimeline
OPTIMIZE FINANCIAL INC.1,356$451K0.23%new13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC1,344$447K0.01%+14913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,343$447K0.01%-80713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,330$442K0.01%-8413F-HRTimeline
Voleon Capital Management LP1,315$437K0.01%+60713F-HRTimeline
AXA Investment Managers S.A.1,261$420K<0.01%13F-HRTimeline
Cynosure Group, LLC1,257$418K0.05%013F-HR/ATimeline
Aquatic Capital Management LLC1,255$418K0.01%new13F-HRTimeline
BRIGHTON JONES LLC1,230$409K0.01%+3113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,225$408K0.01%-43313F-HRTimelineGroup
RMR Wealth Builders1,214$404K0.03%new13F-HRTimeline
World Investment Advisors1,210$403K0.01%-19013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,200$399K0.02%-713F-HRTimeline
RiverGlades Family Offices LLC1,200$399K0.24%+10013F-HRTimeline
Laird Norton Wetherby Wealth Management…1,190$396K0.02%+5313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,189$396K0.03%+8813F-HRTimeline
SFG Wealth Management, LLC.1,186$395K0.17%013F-HRTimeline
OLD NATIONAL BANCORP /IN/1,179$392K0.01%-47713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC1,174$391K<0.01%-2,12613F-HR/ATimelineGroup
Lifestyle Asset Management, Inc.1,157$385K0.13%+7513F-HRTimeline
PANAGORA ASSET MANAGEMENT INC1,150$383K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,123$382K<0.01%+36913F-HRTimelineGroup
Venturi Wealth Management, LLC1,146$381K0.02%-54713F-HRTimeline
WJ Wealth Management, LLC1,000$377K0.17%-1,00013F-HR/ATimeline
Siemens Fonds Invest GmbH1,120$373K0.02%013F-HRTimeline
denkapparat Operations GmbH1,118$372K0.24%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,078$359K<0.01%-2913F-HRTimelineGroup
Baader Bank Aktiengesellschaft1,076$358K0.03%-6813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Impact Investors, Inc1,071$356K0.23%-13213F-HRTimeline
Sciencast Management LP1,055$351K0.07%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,054$350K0.02%-17713F-HRTimeline
Ballentine Partners, LLC1,049$349K<0.01%+1113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,019$339K<0.01%+313F-HRTimelineGroup
DE BURLO GROUP INC1,000$333K0.04%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…997$332K0.01%-23613F-HRTimelineGroup
Perigon Wealth Management, LLC976$325K0.01%-313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC970$323K0.03%+7313F-HRTimeline
NORDEN GROUP LLC953$317K0.03%+38613F-HRTimeline
CAMDEN NATIONAL BANK936$311K0.04%-3113F-HRTimeline
One Wealth Advisors, LLC936$311K0.04%-313F-HRTimeline
Portside Wealth Group, LLC932$310K0.04%-1413F-HRTimeline
MATHER GROUP, LLC.916$305K<0.01%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC915$304K0.07%+18513F-HRTimeline
IFP Advisors, Inc904$301K0.01%+18513F-HR/ATimeline
Metis Global Partners, LLC901$300K0.01%-5813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…885$294K0.01%-9713F-HRTimelineGroup
TSFG, LLC865$288K0.05%013F-HRTimeline
Moran Wealth Management, LLC862$287K0.01%-1,78613F-HRTimeline
Curi Capital, LLC857$285K0.01%-113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC851$283K0.03%new13F-HRTimeline
Quent Capital, LLC844$281K0.02%+113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.843$280K<0.01%013F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC843$280K0.01%013F-HRTimeline
Performance Wealth Partners, LLC839$279K0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK821$273K<0.01%+27513F-HRTimelineGroup
IFG Advisory, LLC810$270K0.01%013F-HRTimeline
Ground Swell Capital, LLC809$269K0.59%new13F-HRTimeline
ZWJ INVESTMENT COUNSEL INC808$269K0.01%+1013F-HRTimeline
Integrated Wealth Concepts LLC806$268K<0.01%-2,05213F-HRTimeline
Net Worth Advisory Group805$268K0.08%-2813F-HRTimeline
Perennial Investment Advisors, LLC802$267K0.02%-213F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW786$261K0.04%013F-HRTimelineGroup
Founders Financial Alliance, LLC783$260K0.05%new13F-HRTimeline
Tranquility Partners, LLC781$260K0.09%+6013F-HRTimeline
Texas Capital Bank Wealth Management Se…781$260K0.02%new13F-HRTimeline
WORLD EQUITY GROUP, INC.780$259K0.06%-77213F-HRTimeline
Archer Investment Corp779$259K0.06%013F-HRTimeline
Malaga Cove Capital, LLC775$258K0.09%new13F-HRTimeline
Systematic Alpha Investments, LLC760$253K0.01%013F-HRTimeline
Frank, Rimerman Advisors LLC754$251K0.02%new13F-HRTimeline
INTRUST BANK NA747$249K0.02%013F-HRTimeline
WADDELL & ASSOCIATES, LLC746$248K0.02%013F-HRTimeline
Marks Group Wealth Management, Inc737$245K0.02%+8613F-HRTimeline
Y-Intercept (Hong Kong) Ltd735$245K0.01%-4,68913F-HRTimeline
PUREfi Wealth, LLC732$244K0.19%+3313F-HRTimeline
Advisory Services Network, LLC719$239K<0.01%+15913F-HRTimeline
Summit Financial, LLC717$239K<0.01%+2913F-HRTimeline
Institute for Wealth Management, LLC.714$238K0.02%013F-HRTimeline
Berger Financial Group, Inc706$235K0.01%-1213F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp702$234K0.03%013F-HRTimelineGroup
One Day In July LLC702$234K0.02%013F-HRTimeline
Koshinski Asset Management, Inc.699$233K0.02%+513F-HRTimeline
IEQ CAPITAL, LLC696$231K<0.01%-5013F-HRTimeline
NATURAL INVESTMENTS, LLC694$230K0.06%-113F-HRTimeline
Global Retirement Partners, LLC684$227K0.01%-8613F-HRTimeline
Checchi Capital Advisers, LLC682$227K0.02%+1313F-HRTimeline
Jacobi Capital Management LLC677$225K0.01%+1313F-HRTimeline
Bryn Mawr Trust Advisors, LLC675$225K0.01%-16913F-HRTimeline
Crossmark Global Holdings, Inc.670$223K<0.01%+413F-HRTimeline
Krilogy Financial LLC595$223K0.01%new13F-HRTimeline
Ellevest, Inc.667$222K0.03%-23913F-HRTimeline
AlphaQuest LLC667$222K0.01%-113F-HRTimeline
GENESIS PRIVATE WEALTH, LLC667$222K0.09%013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC667$222K0.13%+413F-HRTimeline
United Community Bankin group United Community Bank665$221K0.07%+9513F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC665$221K0.05%+1513F-HRTimeline
Mattson Financial Services, LLC658$219K0.05%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.654$218K0.01%-27013F-HRTimeline
Quarry LP655$218K0.05%new13F-HRTimeline
Horizon Wealth Management, LLC655$218K0.03%013F-HRTimeline
WealthCare Investment Partners, LLC678$215K0.07%013F-HRTimeline
GC Wealth Management RIA, LLC643$214K0.01%+4813F-HRTimeline
WP Advisors, LLC642$214K0.05%013F-HRTimeline
Quantum Financial Advisors, LLC636$212K0.03%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC628$209K0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC627$209K0.01%-2813F-HRTimeline
GAMMA Investing LLC627$209K0.01%+613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP624$208K<0.01%+6013F-HRTimeline
Meadow Creek Wealth Advisors LLC620$207K0.14%-513F-HRTimeline
SEVEN MILE ADVISORY616$205K0.03%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC616$205K0.04%+2313F-HRTimeline
Rehmann Capital Advisory Group614$204K0.01%+1613F-HRTimeline
Goldstein Advisors, LLC605$201K0.02%+1213F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…600$200K0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding591$197K+16Timeline
FIL Ltdin group FIL Ltd552$184K<0.01%+213F-HRTimelineGroup
Farther Finance Advisors, LLC523$174K<0.01%+15313F-HRTimeline
CoreCap Advisors, LLC510$170K0.01%-1,27813F-HRTimeline
Golden State Wealth Management, LLC500$166K0.02%013F-HRTimeline
Elgethun Capital Management493$161K0.03%013F-HRTimeline
WPG Advisers, LLC483$161K0.12%-313F-HRTimeline
Wealthspire Advisors, LLC477$159K<0.01%-30813F-HRTimeline
LRI Investments, LLC449$149K0.01%-14913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…436$145K<0.01%+513F-HRTimelineGroup
Keystone Financial Group407$135K0.01%new13F-HR/ATimeline
Oslo Pensjonsforsikring AS403$134K0.02%+23613F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.400$133K0.06%013F-HRTimeline
CENTRAL TRUST Co358$119K<0.01%+113F-HRTimeline
Smartleaf Asset Management LLC346$118K0.01%+20413F-HRTimeline
Covestor Ltd343$114K0.06%+8013F-HRTimeline
Aster Capital Management (DIFC) Ltd319$106K0.05%+10813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC315$105K0.02%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…312$104K0.05%-413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.333$98.5K0.01%+3713F-HRTimelineGroup
Graney & King, LLC285$94.9K0.07%+14613F-HRTimeline
Blue Trust, Inc.270$89.8K<0.01%-1,10513F-HRTimeline
Ameliora Wealth Management Ltd.265$88.2K0.03%013F-HRTimeline