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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

752 managers (769 13F filers) reported a position in LPLA shares at 2026-06-30, 82,874,967 shares in all. 89 filers opened a position and 92 filers sold out during the quarter.

Managers
752
13F filers
769
New
89
Added
256
Reduced
303
Sold out
92
Shares held by filers
82,874,967

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Capital Analysts, LLCin group Capital Analysts, LLC265$75K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.266$74.9K<0.01%-2613F-HRTimeline
Clearstead Advisors, LLC237$66.8K<0.01%-12313F-HRTimeline
CoreCap Advisors, LLC216$60.9K<0.01%+1413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd210$59.2K<0.01%013F-HRTimelineGroup
Covestor Ltd208$59K0.03%+1113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC209$58.9K<0.01%new13F-HRTimeline
ABOUND FINANCIAL, LLC193$54.5K0.02%013F-HRTimeline
ENTRUST FINANCIAL LLC193$54.4K0.04%013F-HRTimeline
FIRST HORIZON CORP189$53.2K<0.01%-1013F-HRTimeline
Versant Capital Management, Inc188$53K<0.01%+8313F-HRTimeline
Harbor Asset Planning, Inc.187$52.7K0.04%013F-HRTimeline
Wilmington Savings Fund Society, FSB176$49.6K<0.01%-413F-HRTimeline
Parkside Financial Bank & Trust161$45.4K<0.01%-213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp138$38.9K<0.01%-5113F-HRTimelineGroup
MCF Advisors LLC138$38.9K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC135$38K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.132$37.2K<0.01%-413F-HRTimeline
Smithfield Trust Co127$37K<0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…120$33.8K0.01%013F-HRTimeline
Leonteq Securities AG108$30.4K<0.01%+5613F-HRTimeline
MassMutual Private Wealth & Trust, FSB103$29K<0.01%-1513F-HRTimeline
Westside Investment Management, Inc.100$28.4K<0.01%013F-HRTimeline
Boreal Capital Management LLC100$28.2K0.02%013F-HRTimeline
Clark Wealth Partners100$28.2K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.96$27.1K<0.01%-413F-HRTimeline
Millstone Evans Group, LLC87$24.5K0.01%+3813F-HRTimeline
First Command Advisory Services, Inc.85$23.9K<0.01%+4313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.84$23.7K0.01%-9713F-HRTimeline
IAG Wealth Partners, LLC84$23.6K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC83$23.4K<0.01%-713F-HRTimeline
Napier Financial, LLC83$23.4K<0.01%013F-HRTimeline
Regatta Research & Money Management83$23.4K0.02%13F-HRTimeline
Salomon & Ludwin, LLC78$22.9K<0.01%+6113F-HRTimeline
CVA Family Office, LLC76$21.4K<0.01%-6513F-HRTimeline
Cetera Trust Company, N.A75$21.1K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…74$20.8K<0.01%+2313F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …70$19.7K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC68$19.2K<0.01%new13F-HRTimeline
Trust Co68$19.2K<0.01%+1013F-HRTimeline
Pinnacle Bancorp, Inc.63$17.7K<0.01%013F-HRTimeline
Rossby Financial, LCC62$17.5K<0.01%-1713F-HRTimeline
CX Institutional61$17K<0.01%+1713F-HRTimeline
N.E.W. Advisory Services LLC54$15.2K<0.01%013F-HRTimeline
LRI Investments, LLC50$14.2K<0.01%-2013F-HRTimeline
EASTERN BANK50$14.1K<0.01%013F-HRTimeline
WealthCollab, LLC50$14.1K0.01%013F-HRTimeline
Private Wealth Management Group, LLC49$13.8K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC47$13.2K<0.01%013F-HRTimeline
Fortitude Family Office, LLC43$12.1K<0.01%-313F-HRTimeline
Bell Investment Advisors, Inc42$11.8K<0.01%-113F-HRTimeline
Owl Creek Wealth Partners LLC41$11.5K<0.01%-1513F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS43$11.5K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp40$11.2K0.01%013F-HRTimeline
Cornerstone Planning Group LLC32$10.5K<0.01%-1013F-HRTimeline
MONTAG A & ASSOCIATES INC37$10.4K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC37$10.4K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.35$9.86K<0.01%013F-HRTimeline
Pinpoint Asset Management (Singapore) P…34$9.58K<0.01%-17513F-HRTimeline
Center for Financial Planning, Inc.30$8.52K<0.01%013F-HRTimeline
Asset Dedication, LLC30$8.45K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.30$8.45K<0.01%-513F-HRTimeline
Steigerwald, Gordon & Koch Inc.30$8.45K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC30$8.45K<0.01%-1213F-HRTimeline
Buck Wealth Strategies, LLC26$7.36K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.24$7K<0.01%-113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kemnay Advisory Services Inc.24$6.76K<0.01%+413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners24$6.76K<0.01%new13F-HRTimelineGroup
Silver Grove Financial Group, Inc.22$6.2K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.22$6.2K<0.01%+713F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…22$6.2K<0.01%new13F-HRTimelineGroup
Cromwell Holdings LLC21$5.92K<0.01%+713F-HRTimeline
BOKF, NAin group BOKF, NA20$5.63K<0.01%new13F-HRTimelineGroup
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.19$5.35K<0.01%+313F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/19$5.35K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC19$5.35K<0.01%013F-HRTimeline
CNB Bank19$5.35K<0.01%013F-HRTimeline
JPL Wealth Management, LLC18$5.07K<0.01%-113F-HRTimeline
AdvisorNet Financial, Inc18$5.07K<0.01%-213F-HRTimeline
Wealth Enhancement Trust Services, Inc.17$4.79K<0.01%+1213F-HR/ATimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…16$4.51K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.16$4.51K<0.01%-113F-HRTimeline
Cape Investment Advisory, Inc.15$4.22K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC15$4.22K<0.01%-18913F-HRTimeline
Avion Wealth15$4K<0.01%+913F-HRTimeline
Elevated Capital Advisors, LLC14$3.94K<0.01%013F-HRTimeline
MTM Investment Management, LLC14$3.94K<0.01%013F-HRTimeline
Creative Capital Management Investments…14$3.94K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA13$3.66K<0.01%013F-HRTimeline
Tower View Wealth Management LLC13$3.66K<0.01%-313F-HRTimeline
Valued Wealth Advisors LLC13$3.66K<0.01%+313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.12$3.39K<0.01%-1613F-HRTimelineGroup
Clearstead Trust, LLC12$3.38K<0.01%+613F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC12$3.38K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC12$3.38K<0.01%-113F-HR/ATimeline
CHESAPEAKE ASSET MANAGEMENT LLC11$3.1K<0.01%new13F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST11$3.1K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC11$3.1K<0.01%+213F-HRTimeline
Rosenberg Matthew Hamilton10$2.82K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.10$2.82K<0.01%new13F-HRTimeline
Sachetta, LLC10$2.82K<0.01%-613F-HRTimeline
HFM Investment Advisors, LLC10$2.82K<0.01%+713F-HRTimeline
Ares Financial Consulting, LLC9$2.56K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC9$2.54K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.9$2.54K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC9$2.54K<0.01%+213F-HRTimeline
Financial Network Wealth Advisors LLC8$2.27K<0.01%-513F-HRTimeline
FIRST UNITED BANK & TRUST8$2.25K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC8$2.25K<0.01%+313F-HRTimeline
Principia Wealth Advisory, LLC7$1.97K<0.01%+313F-HRTimeline
Key Capital Management, INC7$1.97K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC7$1.97K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.7$1.89K<0.01%-713F-HRTimeline
CBIZ Investment Advisory Services, LLC6$1.8K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC6$1.69K<0.01%+113F-HRTimeline
Kilter Group LLC6$1.69K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC6$1.69K<0.01%+413F-HRTimeline
Manchester Capital Management LLC5$1.41K<0.01%-213F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC5$1.41K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC5$1.41K<0.01%013F-HRTimeline
Planning Strategies Inc.5$1.41K<0.01%13F-HRTimeline
Signature Equity Partners, LLC4$1.22K<0.01%-413F-HRTimeline
Basepoint Wealth LLC4$1.13K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4$1.13K<0.01%+113F-HRTimelineGroup
Bogart Wealth, LLC4$1.13K<0.01%-313F-HRTimeline
True Wealth Design, LLC4$1.13K<0.01%-1413F-HRTimeline
Bruce G. Allen Investments, LLC4$1.13K<0.01%013F-HRTimeline
Synergy Investment Management, LLC3$1.01K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC3$1K<0.01%013F-HRTimeline
Pacer Advisors, Inc.2$1K<0.01%013F-HRTimeline
American Capital Advisory, LLC3$846<0.01%-113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3$845<0.01%-29613F-HRTimelineGroup
ALERUS FINANCIAL NA3$845<0.01%013F-HRTimeline
1015 Capital Partners, LLC3$845<0.01%-213F-HRTimeline
SHP Wealth Management3$737<0.01%-313F-HRTimeline
DecisionPoint Financial, LLC2$587<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2$564<0.01%new13F-HRTimeline
Seneschal Advisors, LLC2$564<0.01%013F-HRTimeline
Davis Capital Management2$563<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2$563<0.01%013F-HR/ATimelineGroup
Bare Financial Services, Inc2$563<0.01%new13F-HRTimeline
Torren Management, LLC1$283<0.01%013F-HRTimeline
IMA Advisory Services, Inc.1$282<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1$282<0.01%13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$282<0.01%-113F-HRTimelineGroup
Downshift Financial, LLC1$282<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1$281<0.01%013F-HRTimeline
Darwin Wealth Management, LLC0$214<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
HALBERT HARGROVE GLOBAL ADVISORS, LLC1$155<0.01%new13F-HRTimeline
Navigoe, LLC1$00%new13F-HRTimelineValue filed as zero, left out of ratios.
OGOREK ANTHONY JOSEPH /NY/ /ADV0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.