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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

754 managers (769 13F filers) reported a position in LPLA shares at 2026-03-31, 82,324,134 shares in all. 78 filers opened a position and 145 filers sold out during the quarter.

Managers
754
13F filers
769
New
78
Added
284
Reduced
266
Sold out
145
Shares held by filers
82,324,134

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Quantitative Investment Management, LLC2,358$709K0.07%013F-HRTimeline
North Dakota State Investment Board2,303$693K0.03%-50313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,301$692K0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC2,287$688K<0.01%-12413F-HRTimeline
Root Financial Partners, LLC2,279$686K0.03%-3913F-HRTimeline
LONDON CO OF VIRGINIA2,270$683K<0.01%013F-HRTimeline
Greenline Partners, LLC2,266$682K0.07%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,224$668K<0.01%-1913F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,203$663K0.04%-9213F-HRTimelineGroup
Hamilton Capital Partners Inc.2,180$656K0.02%+34713F-HRTimeline
Integrated Wealth Concepts LLC2,157$649K0.01%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC2,150$647K<0.01%+1,78913F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC2,123$639K0.08%new13F-HRTimeline
Yorktown Management & Research Co Inc2,100$632K0.53%-3,19013F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding2,097$631K-5,003Timeline
Matrix Trust Co2,093$630K0.1%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,093$630K<0.01%-5713F-HRTimelineGroup
Impact Capital Partners LLC2,077$625K0.19%-69013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,020$608K0.01%-1,49413F-HRTimeline
Triad Wealth Partners, LLC2,011$605K0.05%+7413F-HRTimeline
Gilbert & Cook, Inc.2,002$602K0.08%+57213F-HRTimeline
Arkadios Wealth Advisors1,975$594K0.01%-61013F-HRTimeline
CWM, LLCin group CWM, LLC1,973$594K<0.01%+29513F-HRTimelineGroup
Avior Wealth Management, LLC1,948$586K0.02%+3813F-HRTimeline
Sowell Financial Services LLC1,941$584K0.02%+2013F-HRTimeline
Oak Thistle LLC1,928$580K0.06%-6,42213F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO1,618$578K0.05%013F-HRTimelineGroup
Retirement Planning Group, LLC1,888$568K0.02%-6913F-HRTimeline
Integrated Investment Consultants, LLC1,884$567K0.12%-2,72413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,873$563K0.01%-59913F-HRTimelineGroup
TRAN CAPITAL MANAGEMENT, L.P.1,848$556K0.08%-113F-HRTimeline
LANARK FINANCIAL, INC.1,843$554K0.04%-3113F-HRTimeline
Gibbs Wealth Management1,830$551K0.07%+26213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,812$545K<0.01%+35513F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,811$545K<0.01%-7,87113F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…1,800$541K0.01%-6613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC1,797$541K0.01%+113F-HR/ATimeline
Larson Financial Group LLC1,778$535K0.02%+1,71313F-HRTimeline
Cresset Asset Management, LLC1,769$532K<0.01%-513F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC1,731$521K0.01%+6313F-HRTimeline
Sanchez Wealth Management Group1,715$516K0.11%+213F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC1,681$506K<0.01%013F-HRTimelineGroup
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC1,672$503K0.02%013F-HRTimelineGroup
Compton Financial Group, LLC1,666$501K0.11%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC1,658$499K0.01%-19013F-HRTimeline
Pettee Investors, Inc.1,490$498K0.26%013F-HRTimeline
Mattson Financial Services, LLC1,646$495K0.12%+63713F-HRTimeline
Magnolia Private Wealth, LLC1,644$495K0.33%-313F-HRTimeline
Lombard Odier Asset Management (Switzer…1,630$490K0.02%new13F-HRTimeline
Storgate, LLC1,630$490K0.38%+16913F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,629$490K0.01%-2313F-HR/ATimeline
Wedmont Private Capital1,548$481K0.02%-7713F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…1,593$479K0.01%+1,02013F-HRTimelineGroup
POTENTIA WEALTH1,580$475K0.18%+113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,572$473K0.14%013F-HRTimeline
MONECO ADVISORS, LLC1,547$466K0.04%013F-HRTimeline
Foresight Global Investors, Inc.1,459$439K0.28%013F-HRTimeline
WEALTH ALLIANCE, LLC1,448$436K0.04%-20113F-HRTimeline
Philip James Wealth Mangement, LLC1,442$434K0.05%-413F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,414$425K0.07%-23413F-HRTimelineGroup
Advisor Resource Council1,405$423K0.17%new13F-HRTimeline
UniSuper Management Pty Ltd1,400$421K<0.01%013F-HRTimeline
Snowden Capital Advisors LLC1,390$418K0.01%-63713F-HRTimeline
Spahn Wealth & Retirement LLC1,386$417K0.53%013F-HRTimeline
Legacy Financial Group LLC1,381$415K0.05%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,379$415K0.04%-513F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC1,360$409K0.01%-9,60913F-HRTimeline
DRW Securities, LLC1,330$400K0.02%+46413F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD1,320$397K<0.01%+84013F-HRTimeline
RiverGlades Family Offices LLC1,300$391K0.23%13F-HRTimeline
Prossimo Advisors, LLC1,300$391K2.38%013F-HRTimeline
V-Square Quantitative Management LLC1,293$389K0.04%+17813F-HRTimeline
RMR Wealth Builders1,276$384K0.03%013F-HRTimeline
Riverpoint Wealth Management Holdings, …1,273$383K0.08%+113F-HRTimeline
Connor, Clark & Lunn Investment Managem…1,244$374K<0.01%new13F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH1,246$374K<0.01%013F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/1,242$374K0.01%+10613F-HRTimeline
Lifestyle Asset Management, Inc.1,240$373K0.12%+4913F-HRTimeline
SIGNATUREFD, LLC1,221$367K0.01%-8213F-HRTimeline
SUMITOMO LIFE INSURANCE CO1,217$366K0.01%+3913F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,207$363K0.02%-313F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,203$362K<0.01%-5,58213F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS1,194$359K<0.01%-1,45313F-HRTimeline
SFG Wealth Management, LLC.1,193$359K0.15%+713F-HRTimeline
One Wealth Advisors, LLC1,185$356K0.04%+24913F-HRTimeline
Central Pacific Bank - Trust Division1,180$355K0.05%-1,74413F-HRTimeline
Legato Capital Management LLC1,168$351K0.03%-77613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,163$350K0.01%-2413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,154$347K<0.01%+47213F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC1,150$346K<0.01%013F-HRTimeline
Concorde Asset Management, LLC1,134$341K0.17%-1,16913F-HRTimeline
Siemens Fonds Invest GmbH1,120$337K0.02%013F-HRTimeline
denkapparat Operations GmbH1,118$336K0.14%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,113$335K<0.01%-63513F-HRTimeline
BRIGHTON JONES LLC1,098$330K0.01%new13F-HR/ATimeline
Thrive Wealth Management, LLC1,091$328K0.05%-47913F-HRTimeline
Perigon Wealth Management, LLC1,084$326K0.01%-3013F-HRTimeline
Marks Group Wealth Management, Inc1,082$325K0.03%+28913F-HRTimeline
Vision Retirement, LLC1,043$314K0.09%-3413F-HRTimeline
Impact Investors, Inc1,042$313K0.22%-413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,039$313K0.02%+8613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding1,039$313K-669Timeline
WINTON GROUP Ltdin group WINTON GROUP Ltd1,036$312K0.01%new13F-HRTimelineGroup
Heritage Family Offices, LLP1,031$310K0.14%-88013F-HRTimeline
Institute for Wealth Management, LLC.1,025$308K0.03%013F-HRTimeline
FRONTIER CAPITAL MANAGEMENT CO LLC1,017$306K<0.01%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,012$304K0.01%new13F-HRTimeline
EVERPAR ADVISORS LLC1,006$303K0.1%-38113F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC1,002$302K0.02%+16913F-HRTimeline
DE BURLO GROUP INC1,000$301K0.07%013F-HRTimeline
WJ Wealth Management, LLC1,000$301K0.14%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,038$300K0.02%-38213F-HRTimeline
CAMDEN NATIONAL BANK986$297K0.04%+7713F-HRTimeline
VestGen Advisors, LLC986$290K0.01%-1,67613F-HRTimeline
MGO ONE SEVEN LLC960$289K0.01%-113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC949$285K0.07%+3113F-HRTimeline
MATHER GROUP, LLC.916$276K<0.01%013F-HRTimeline
NORDEN GROUP LLC897$270K0.03%-6213F-HRTimeline
Valeo Financial Advisors, LLC897$270K0.01%new13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC896$270K0.03%-16713F-HRTimeline
TruNorth Capital Management, LLC891$268K0.05%-21813F-HRTimeline
Curi Capital, LLC870$262K<0.01%+913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC868$261K<0.01%-36313F-HRTimelineGroup
TSFG, LLC866$261K0.04%013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC864$260K0.01%013F-HRTimeline
PCM Encore, LLC860$259K0.05%+1013F-HRTimeline
Perennial Investment Advisors, LLC853$257K0.02%+5613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.843$254K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC839$252K0.01%+5913F-HRTimeline
Quent Capital, LLC834$251K0.02%+1013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.695$248K<0.01%-1313F-HRTimelineGroup
Malaga Cove Capital, LLC817$246K0.09%-813F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC809$243K0.03%+13913F-HRTimeline
Dorsey & Whitney Trust CO LLC806$242K0.01%-1913F-HRTimeline
Parcion Private Wealth LLC801$241K0.01%new13F-HRTimeline
Texas Capital Bank Wealth Management Se…786$236K0.01%+513F-HRTimeline
Founders Financial Alliance, LLC782$235K0.04%new13F-HRTimeline
Archer Investment Corp779$234K0.05%013F-HRTimeline
Metis Global Partners, LLC766$230K0.01%-5313F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW765$230K0.04%-2113F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/764$230K0.06%new13F-HRTimeline
Systematic Alpha Investments, LLC760$229K0.01%013F-HRTimeline
INTRUST BANK NA750$226K0.02%+313F-HRTimeline
Berger Financial Group, Inc749$225K0.01%+4313F-HRTimeline
WADDELL & ASSOCIATES, LLC746$224K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…725$218K0.01%-12213F-HR/ATimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding713$214K-4Timeline
Connecticut Capital Management Group, L…712$214K0.2%013F-HRTimeline
Integrated Advisors Network LLC712$214K0.01%+10213F-HRTimeline
Abacus Wealth Partners, LLC711$214K0.02%+4813F-HRTimeline
One Day In July LLC702$211K0.02%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp702$211K0.03%013F-HRTimelineGroup
Net Worth Advisory Group695$209K0.04%-10813F-HRTimeline
Simplicity Wealth,LLC690$208K0.01%-6113F-HRTimeline
OpenArc Corporate Advisory, LLC689$207K<0.01%new13F-HRTimeline
Jacobi Capital Management LLC682$205K0.01%+513F-HRTimeline
Crossmark Global Holdings, Inc.682$205K<0.01%-3513F-HRTimeline
WealthCare Investment Partners, LLC680$204K0.06%+113F-HRTimeline
Main Street Financial Solutions, LLC678$204K0.01%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC676$203K0.02%+6213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.676$203K0.01%new13F-HRTimeline
OV Management LLC674$203K0.41%-2,10313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC671$202K0.04%013F-HRTimeline
NATURAL INVESTMENTS, LLC671$201K0.05%-5613F-HRTimeline
PCB Capital LLC666$200K0.32%+813F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…642$193K<0.01%-53513F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…600$180K0.01%013F-HRTimeline
Catalyst Capital Advisors LLC595$179K<0.01%-1,89013F-HRTimeline
FIL Ltdin group FIL Ltd558$168K<0.01%+13013F-HRTimelineGroup
Walsh & Associates, LLC542$163K0.16%013F-HRTimeline
Oslo Pensjonsforsikring AS535$161K0.03%+13213F-HRTimeline
Golden State Wealth Management, LLC519$156K0.02%013F-HRTimeline
Advocate Investing Services LLC500$150K0.13%013F-HRTimeline
Elgethun Capital Management493$148K0.02%013F-HRTimeline
WPG Advisers, LLC477$143K0.11%-413F-HRTimeline
Lodestone Wealth Management LLC467$140K0.06%013F-HR/ATimeline
Financial Management Professionals, Inc.463$139K0.02%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…443$133K<0.01%+1213F-HRTimelineGroup
United Community Bankin group United Community Bank440$132K0.04%+2513F-HRTimelineGroup
Quarry LP423$127K0.03%+6113F-HRTimeline
Smartleaf Asset Management LLC415$125K<0.01%+7813F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.400$120K0.05%013F-HRTimeline
UMB Bank, n.a.392$118K<0.01%-5513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc376$113K<0.01%+413F-HRTimeline
Clearstead Advisors, LLC360$108K<0.01%+28513F-HRTimeline
CENTRAL TRUST Co333$100K<0.01%-2513F-HRTimeline
Ameliora Wealth Management Ltd.265$94.7K0.03%013F-HRTimeline
Smallwood Wealth Investment Management,…312$93.9K0.05%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.299$89.9K0.01%-5813F-HRTimelineGroup
Blue Trust, Inc.292$87.8K<0.01%-5213F-HRTimeline
Graney & King, LLC285$85.8K0.05%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…266$80K0.01%+21013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC265$80K<0.01%+7413F-HRTimelineGroup
State of Wyoming260$78.2K0.01%-913F-HRTimeline
Advisory Services Network, LLC258$77.7K<0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd210$63.1K<0.01%+15013F-HRTimelineGroup
Pinpoint Asset Management (Singapore) P…209$62.9K0.01%+7013F-HRTimeline
Whipplewood Advisors, LLC204$61.4K0.03%+18913F-HRTimeline
CoreCap Advisors, LLC202$61.1K<0.01%+1613F-HRTimeline
FIRST HORIZON CORP199$59.9K<0.01%-3913F-HRTimeline