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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

809 managers (828 13F filers) reported a position in LPLA shares at 2025-12-31, 81,389,191 shares in all. 112 filers opened a position and 82 filers sold out during the quarter.

Managers
809
13F filers
828
New
112
Added
259
Reduced
275
Sold out
82
Shares held by filers
81,389,191

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Parallel Advisors, LLC2,528$903K0.02%+5113F-HRTimeline
Advisors Asset Management, Inc.2,518$899K0.02%+62513F-HR/ATimeline
Garrett Wealth Advisory Group, LLC2,500$893K0.17%013F-HRTimeline
ExodusPoint Capital Management, LP2,500$893K0.01%new13F-HRTimeline
Catalyst Capital Advisors LLC2,485$888K0.02%-5,47513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,472$883K0.01%+1,58713F-HRTimelineGroup
DAVENPORT & Co LLC2,411$861K<0.01%+24513F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD2,404$859K<0.01%-331,22013F-HRTimelineGroup
Quantitative Investment Management, LLC2,358$842K0.08%+83513F-HRTimeline
Root Financial Partners, LLC2,318$828K0.04%+3313F-HRTimeline
Concorde Asset Management, LLC2,303$823K0.33%+2313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,295$820K0.05%+11113F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC2,274$812K<0.01%+13013F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,270$811K<0.01%+10613F-HRTimeline
LONDON CO OF VIRGINIA2,270$811K<0.01%013F-HRTimeline
Greenline Partners, LLC2,266$809K0.09%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,243$807K<0.01%-13813F-HRTimelineGroup
Union Bancaire Privee, UBP SA2,183$800K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,150$768K<0.01%-2,96413F-HRTimelineGroup
Snowden Capital Advisors LLC2,027$724K0.02%+1513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,017$720K<0.01%+89413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding1,975$705K-1,800Timeline
Genus Capital Management Inc.1,972$704K0.08%-9,49013F-HRTimeline
Retirement Planning Group, LLC1,957$699K0.02%+13713F-HRTimeline
Legato Capital Management LLC1,944$694K0.06%new13F-HRTimeline
Triad Wealth Partners, LLC1,937$692K0.07%new13F-HRTimeline
Sowell Financial Services LLC1,921$686K0.03%-5613F-HRTimeline
Heritage Family Offices, LLP1,911$683K0.31%-20713F-HRTimeline
Avior Wealth Management, LLC1,910$682K0.02%-29013F-HRTimeline
LANARK FINANCIAL, INC.1,874$669K0.05%-3013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…1,866$666K0.01%new13F-HRTimelineGroup
TRAN CAPITAL MANAGEMENT, L.P.1,849$660K0.08%-70513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC1,848$660K0.01%+50413F-HRTimeline
Hamilton Capital Partners Inc.1,833$655K0.02%+16913F-HRTimeline
CHOREO, LLC1,815$653K0.01%-9613F-HRTimeline
Caprock Group, LLC1,827$653K0.01%-54613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,929$646K<0.01%+8413F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,803$644K0.02%-20313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC1,796$641K0.01%new13F-HRTimeline
Osmosis Investment Management UK Ltd1,795$641K0.02%13F-HRTimeline
Cresset Asset Management, LLC1,774$634K<0.01%+2113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,748$624K0.01%+25013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC1,668$612K0.01%-3813F-HRTimeline
Sanchez Wealth Management Group1,713$612K0.13%+2213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding1,708$610K+483Timeline
PRUDENTIAL PLCin group PRUDENTIAL PLC1,681$600K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,678$599K<0.01%+10913F-HRTimelineGroup
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC1,672$597K0.02%-7413F-HRTimelineGroup
Compton Financial Group, LLC1,666$595K0.13%-6513F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,652$590K0.02%+1213F-HRTimeline
WEALTH ALLIANCE, LLC1,649$589K0.06%+7913F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,648$589K0.1%+6713F-HRTimelineGroup
Magnolia Private Wealth, LLC1,647$588K0.41%-1013F-HRTimeline
Wedmont Private Capital1,625$584K0.02%-813F-HRTimeline
PITCAIRN COgroup of 2 filers holding1,618$578K-625Timeline
Gibbs Wealth Management1,568$564K0.14%-21213F-HRTimeline
POTENTIA WEALTH1,579$564K0.21%013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,572$561K0.15%013F-HRTimeline
Thrive Wealth Management, LLC1,570$561K0.08%+11813F-HRTimeline
XML Financial, LLC1,570$561K0.05%+113F-HRTimeline
Northwest & Ethical Investments L.P.1,550$558K0.01%new13F-HR/ATimeline
MONECO ADVISORS, LLC1,547$553K0.04%+313F-HRTimeline
Global Retirement Partners, LLC1,522$543K0.01%+83813F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP1,511$540K0.05%new13F-HRTimeline
Legacy Financial Group LLC1,381$537K0.07%013F-HRTimeline
TWO SIGMA SECURITIES, LLC1,499$535K0.07%new13F-HRTimeline
Pettee Investors, Inc.1,490$532K0.3%013F-HRTimeline
Storgate, LLC1,461$522K0.43%13F-HRTimeline
Foresight Global Investors, Inc.1,459$521K0.25%013F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,457$520K<0.01%+2013F-HRTimelineGroup
Philip James Wealth Mangement, LLC1,446$516K0.06%+8113F-HRTimeline
Gilbert & Cook, Inc.1,430$511K0.06%+7413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,420$507K0.03%new13F-HRTimeline
Counterpoint Mutual Funds LLC1,410$504K0.04%new13F-HRTimeline
Persistent Asset Partners Ltd1,403$501K0.24%new13F-HRTimeline
UniSuper Management Pty Ltd1,400$500K<0.01%013F-HRTimeline
EVERPAR ADVISORS LLC1,387$495K0.18%-65913F-HRTimeline
Spahn Wealth & Retirement LLC1,386$495K0.31%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,384$494K0.05%-1613F-HRTimeline
OPTIMIZE FINANCIAL INC.1,372$490K0.25%+1613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,341$479K0.01%-22913F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC1,336$477K0.04%-10313F-HRTimelineGroup
ABC ARBITRAGE SAin group ABC ARBITRAGE SA1,330$475K0.04%new13F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,319$471KnewTimeline
SIGNATUREFD, LLC1,303$465K0.01%-9513F-HRTimeline
Prossimo Advisors, LLC1,300$464K2.99%new13F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH1,246$456K<0.01%+1,24613F-HRTimelineGroup
RMR Wealth Builders1,276$456K0.04%+6213F-HRTimeline
Blueshift Asset Management, LLC1,275$455K0.13%new13F-HRTimeline
Riverpoint Wealth Management Holdings, …1,272$454K0.1%-27313F-HRTimeline
Brooklyn Investment Group1,221$447K0.02%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,231$440K<0.01%-42613F-HRTimelineGroup
Dynamic Technology Lab Private Ltd1,224$437K0.1%new13F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,210$432K0.02%+1013F-HRTimeline
Lifestyle Asset Management, Inc.1,191$425K0.14%+3413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,187$424K0.01%-14313F-HRTimeline
SFG Wealth Management, LLC.1,186$424K0.17%013F-HRTimeline
SUMITOMO LIFE INSURANCE CO1,178$421K0.01%-2,30213F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,177$420K<0.01%-29613F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC1,170$418K0.01%-17313F-HR/ATimeline
PANAGORA ASSET MANAGEMENT INC1,150$411K<0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,138$406K<0.01%+95513F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/1,136$406K0.01%-4313F-HRTimeline
Siemens Fonds Invest GmbH1,120$403K0.02%013F-HRTimeline
denkapparat Operations GmbH1,118$399K0.22%013F-HRTimeline
V-Square Quantitative Management LLC1,115$398K0.04%new13F-HRTimeline
Perigon Wealth Management, LLC1,114$398K0.01%+13813F-HRTimeline
TruNorth Capital Management, LLC1,109$396K0.08%+94613F-HRTimeline
Hunting Hill Global Capital, LLC1,100$393K0.39%-1,20013F-HRTimeline
Havemeyer Place LP1,085$388K0.08%13F-HRTimeline
Vision Retirement, LLC1,077$385K0.1%13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,063$380K0.04%+21213F-HRTimeline
Impact Investors, Inc1,046$373K0.26%-2513F-HRTimeline
Institute for Wealth Management, LLC.1,025$366K0.04%+31113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,020$364K<0.01%+113F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC1,020$364K0.03%-3413F-HRTimeline
Mattson Financial Services, LLC1,009$360K0.08%+35113F-HRTimeline
DE BURLO GROUP INC1,000$357K0.04%013F-HRTimeline
WJ Wealth Management, LLC1,000$357K0.16%013F-HRTimeline
MGO ONE SEVEN LLC961$343K0.01%-3,28813F-HRTimeline
NORDEN GROUP LLC959$343K0.03%+613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC953$340K0.02%-1713F-HRTimeline
GAM Holding AGin group GAM Holding AG937$335K0.02%new13F-HRTimelineGroup
One Wealth Advisors, LLC936$334K0.04%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC918$328K0.08%+313F-HRTimeline
MATHER GROUP, LLC.916$327K<0.01%013F-HRTimeline
CAMDEN NATIONAL BANK909$325K0.04%-2713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…904$323K<0.01%new13F-HRTimelineGroup
Wilkerson Advisory Group LLC892$319K0.11%13F-HRTimeline
DRW Securities, LLC866$309K0.02%new13F-HRTimeline
TSFG, LLC866$309K0.05%+113F-HRTimeline
Ballentine Partners, LLC865$309K<0.01%-18413F-HRTimeline
ZWJ INVESTMENT COUNSEL INC864$309K0.01%+5613F-HRTimeline
Curi Capital, LLC861$307K0.01%+413F-HRTimeline
PCM Encore, LLC850$303K0.06%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…847$303K0.01%-15013F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.843$301K<0.01%013F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC833$298K0.02%13F-HRTimeline
Dorsey & Whitney Trust CO LLC825$295K0.02%-1813F-HRTimeline
Malaga Cove Capital, LLC825$295K0.1%+5013F-HRTimeline
Quent Capital, LLC824$294K0.02%-2013F-HRTimeline
Wealthspire Advisors, LLC822$294K<0.01%+34513F-HRTimeline
Metis Global Partners, LLC819$293K0.01%-8213F-HRTimeline
EP Wealth Advisors, LLC813$290K<0.01%13F-HRTimeline
Portside Wealth Group, LLC811$290K0.04%-12113F-HRTimeline
IFG Advisory, LLC811$290K0.01%+113F-HRTimeline
Venturi Wealth Management, LLC806$288K0.01%-34013F-HRTimeline
Net Worth Advisory Group803$287K0.06%-213F-HRTimeline
Perennial Investment Advisors, LLC797$285K0.02%-513F-HRTimeline
Marks Group Wealth Management, Inc793$283K0.03%+5613F-HRTimeline
Frank, Rimerman Advisors LLC785$280K0.02%+3113F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW786$280K0.04%013F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…781$279K0.02%013F-HRTimeline
GAMMA Investing LLC780$279K0.01%+15313F-HRTimeline
Archer Investment Corp779$278K0.06%013F-HRTimeline
Whalen Wealth Management Inc.765$273K0.15%new13F-HRTimeline
Systematic Alpha Investments, LLC760$271K0.01%013F-HRTimeline
Belpointe Asset Management LLC752$269K0.01%new13F-HRTimeline
Simplicity Wealth,LLC751$268K0.02%new13F-HRTimeline
INTRUST BANK NA747$267K0.02%013F-HRTimeline
WADDELL & ASSOCIATES, LLC746$266K0.02%013F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…746$266K0.01%13F-HRTimeline
PUREfi Wealth, LLC726$259K0.2%-613F-HRTimeline
NATURAL INVESTMENTS, LLC727$259K0.06%+3313F-HRTimeline
FIDUCIENT ADVISORS LLC725$259K0.03%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC724$259K0.01%+4913F-HRTimeline
Legacy Wealth Advisors, LLC724$259K0.17%13F-HRTimeline
Crossmark Global Holdings, Inc.717$256K<0.01%+4713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding717$256K+126Timeline
B. Riley Wealth Advisors, Inc.716$256K0.01%+6213F-HRTimeline
Connecticut Capital Management Group, L…712$254K0.24%13F-HRTimeline
ProShare Advisors LLC710$254K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.708$253K<0.01%new13F-HRTimelineGroup
Berger Financial Group, Inc706$252K0.01%013F-HRTimeline
Waverly Advisors, LLC706$252K<0.01%new13F-HRTimeline
Summit Financial, LLC703$251K<0.01%-1413F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp702$251K0.03%013F-HRTimelineGroup
One Day In July LLC702$251K0.02%013F-HRTimeline
WealthCare Investment Partners, LLC679$246K0.07%+113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK682$244K<0.01%-13913F-HRTimelineGroup
Curated Wealth Partners LLC681$243K0.03%new13F-HRTimeline
Modern Wealth Management, LLC677$242K<0.01%new13F-HRTimeline
Jacobi Capital Management LLC677$242K0.01%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC671$240K0.05%+613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC670$239K0.04%+5413F-HRTimeline
AlphaQuest LLC667$238K0.01%013F-HRTimeline
West Family Investments, Inc.663$237K0.06%new13F-HRTimeline
Checchi Capital Advisers, LLC663$237K0.02%-1913F-HRTimeline
Abacus Wealth Partners, LLC663$237K0.02%new13F-HRTimeline
Horizon Wealth Management, LLC663$237K0.04%+813F-HRTimeline
Cypress Wealth Services, LLC661$236K0.03%new13F-HRTimeline
PCB Capital LLC658$235K0.38%13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC654$234K0.13%-1313F-HRTimeline
TT International Asset Management LTD648$231K0.05%-7,29613F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.645$230K<0.01%-43313F-HRTimelineGroup
Koshinski Asset Management, Inc.638$228K0.01%-6113F-HRTimeline
Quantum Financial Advisors, LLC637$228K0.03%+113F-HRTimeline
Goldstein Advisors, LLC634$226K0.03%+2913F-HRTimeline
Farther Finance Advisors, LLC632$226K<0.01%+10913F-HRTimeline
Ground Swell Capital, LLC628$224K0.46%-18113F-HRTimeline