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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

776 managers (793 13F filers) reported a position in LPLA shares at 2025-03-31, 77,961,760 shares in all. 118 filers opened a position and 56 filers sold out during the quarter.

Managers
776
13F filers
793
New
118
Added
324
Reduced
223
Sold out
56
Shares held by filers
77,961,760

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
R Squared Ltd620$203K0.22%+38013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Great Diamond Partners, LLC614$201K0.05%-3513F-HRTimeline
GeoWealth Management, LLC612$200K0.01%-16413F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…600$196K0.01%013F-HRTimeline
Mattson Financial Services, LLC594$194K0.06%+7813F-HRTimeline
LRI Investments, LLC577$189K0.02%-34613F-HRTimeline
United Community Bankin group United Community Bank565$185K0.07%-513F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors555$182K0.03%+5013F-HRTimelineGroup
Allworth Financial LP531$168K<0.01%+6713F-HRTimeline
WPG Advisers, LLC510$167K0.16%-4713F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC500$164K0.03%new13F-HRTimelineGroup
Golden State Wealth Management, LLC500$164K0.02%013F-HR/ATimeline
Saraza Management, LP500$164K0.05%new13F-HRTimeline
Elgethun Capital Management493$161K0.04%013F-HRTimeline
Whipplewood Advisors, LLC477$159K0.11%-3513F-HRTimeline
GAMMA Investing LLC476$156K0.01%+11913F-HR/ATimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…463$151K0.03%new13F-HRTimeline
First Horizon Advisors, Inc.422$138K<0.01%-1013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.400$131K0.06%013F-HRTimeline
Headlands Technologies LLC396$130K0.01%-11,97313F-HRTimeline
Farther Finance Advisors, LLC382$128K<0.01%-5013F-HRTimeline
Groupe la Francaisein group Groupe la Francaise376$125K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC375$122K<0.01%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC371$121K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co357$117K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…356$116K<0.01%+1613F-HRTimelineGroup
Smartleaf Asset Management LLC341$115K0.01%-4513F-HRTimeline
Leonteq Securities AG346$113K0.01%+7313F-HRTimeline
Ameliora Wealth Management Ltd.330$108K0.04%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC315$103K0.02%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…312$102K0.06%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP298$100K<0.01%+16013F-HR/ATimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.296$96.8K0.01%013F-HRTimelineGroup
SVB WEALTH LLC276$90.3K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.274$89.7K<0.01%-1,24013F-HRTimelineGroup
Flaharty Asset Management, LLC256$83.7K0.01%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management232$75.9K0.01%13F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK232$75.9K<0.01%+16413F-HRTimelineGroup
Compass Financial Services Inc229$75K0.04%+2913F-HRTimeline
IFP Advisors, Inc229$74.8K<0.01%+7313F-HRTimeline
Hexagon Capital Partners LLC225$73.6K0.01%-1613F-HRTimeline
Brooklyn Investment Group218$71.3K0.02%+2013F-HRTimeline
von Borstel & Associates, Inc.203$66K0.02%new13F-HRTimeline
Washington Trust Advisors, Inc.185$60.6K0.01%new13F-HRTimeline
Arax Advisory Partners184$60.2K<0.01%+2113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.181$59.2K0.02%013F-HRTimeline
Versant Capital Management, Inc181$59.2K0.01%+16713F-HRTimeline
Atala Financial Inc180$58.9K0.04%013F-HRTimeline
Sandy Spring Bank175$57.2K<0.01%-513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management174$57K<0.01%+2813F-HRTimelineGroup
FIL Ltdin group FIL Ltd172$56.3K<0.01%+513F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC170$55.6K0.01%new13F-HRTimeline
CoreCap Advisors, LLC169$55.4K<0.01%013F-HRTimeline
Oslo Pensjonsforsikring AS167$54.6K0.01%-4613F-HRTimeline
Covestor Ltd160$53K0.04%+6413F-HRTimeline
Parkside Financial Bank & Trust144$47.1K0.01%+3613F-HRTimeline
Clark Wealth Partners140$45.8K0.03%013F-HRTimeline
MCF Advisors LLC138$45.1K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC137$44.8K0.01%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC135$44K<0.01%-2113F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd115$42.8K0.01%-1713F-HRTimeline
Fourth Dimension Wealth, LLC123$40.1K0.02%013F-HRTimeline
Clearstead Advisors, LLC120$39.3K<0.01%-1,09313F-HRTimeline
Smithfield Trust Co119$39K<0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.113$37K<0.01%-44913F-HRTimelineGroup
Riverview Trust Co113$37K0.04%-213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC104$34K<0.01%+5613F-HRTimelineGroup
CITY HOLDING CO103$33.7K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB100$32.7K<0.01%+3913F-HRTimeline
PRIVATE TRUST CO NA97$31.7K<0.01%+6813F-HRTimeline
Graney & King, LLC93$30.5K0.02%013F-HRTimeline
Global X Japan Co., Ltd.87$28.5K<0.01%-1313F-HRTimeline
Millstone Evans Group, LLC87$28.5K0.02%+4813F-HRTimeline
IAG Wealth Partners, LLC84$27.3K<0.01%013F-HRTimeline
Plato Investment Management Ltd81$26.8K<0.01%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC81$26.5K0.01%new13F-HRTimeline
Binnacle Investments Inc80$26.2K0.02%13F-HRTimeline
SUMMIT SECURITIES GROUP LLC80$26.2K0.02%new13F-HRTimeline
2UniFi Bank64$23.8K0.02%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC68$22.2K<0.01%+213F-HRTimeline
Wayfinding Financial, LLC68$22K0.01%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…65$21.3K0.01%013F-HRTimeline
Hemington Wealth Management67$21K<0.01%+1413F-HRTimeline
Pinnacle Bancorp, Inc.63$20.6K0.01%+4013F-HRTimeline
Bell Investment Advisors, Inc57$18.6K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC54$17.7K<0.01%new13F-HRTimeline
Park Place Capital Corp54$17.7K<0.01%013F-HRTimeline
EASTERN BANK50$16.4K<0.01%013F-HRTimeline
PSI Advisors, LLC50$16.4K0.01%013F-HRTimeline
WealthCollab, LLC50$16.4K0.01%013F-HRTimeline
Private Wealth Management Group, LLC49$16K0.01%013F-HRTimeline
Global Financial Private Client, LLC49$16K0.01%+713F-HRTimeline
Plante Moran Financial Advisors, LLC48$15.7K<0.01%-3013F-HRTimeline
Global Wealth Strategies & Associates44$14.4K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.43$14.4K<0.01%+813F-HRTimeline
WOLFF WIESE MAGANA LLC42$13.7K0.01%+2013F-HRTimeline
CVA Family Office, LLC41$13.4K<0.01%+813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp39$12.8K<0.01%+1513F-HRTimelineGroup
AdvisorNet Financial, Inc38$12.4K<0.01%+1813F-HRTimeline
Alaska Permanent Fund Corp38$12.2K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.37$12.1K<0.01%-913F-HRTimeline
Cape Investment Advisory, Inc.36$11.8K<0.01%013F-HRTimeline
High Note Wealth, LLC34$11.1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC35$10.9K<0.01%+3413F-HRTimeline
Larson Financial Group LLC32$10.5K<0.01%+3013F-HRTimeline
Citizens National Bank Trust Department31$10.1K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.30$9.85K<0.01%013F-HRTimeline
Saudi Central Bank29$9.49K0.05%new13F-HRTimeline
Operose Advisors LLC27$8.83K<0.01%013F-HRTimeline
ESL Trust Services, LLC25$8.18K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners24$7.85K<0.01%013F-HRTimelineGroup
Compass Planning Associates Inc21$6.9K0.01%013F-HRTimeline
Tidemark, LLC20$6.54K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC19$6.22K<0.01%013F-HRTimeline
CNB Bank19$6.22K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC17$5.56K0.01%+1113F-HRTimeline
DiNuzzo Private Wealth, Inc.17$5.56K<0.01%-113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.15$4.91K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC15$4.91K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC15$4.91K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC14$4.58K<0.01%013F-HRTimeline
Clearstead Trust, LLC13$4.25K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.13$4.25K<0.01%013F-HRTimeline
Sachetta, LLC12$3.93K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC12$3.93K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC11$3.6K<0.01%13F-HRTimeline
Rosenberg Matthew Hamilton10$3.27K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC10$3.27K<0.01%013F-HRTimeline
Hughes Financial Services, LLC9$3.01K<0.01%new13F-HRTimeline
True Wealth Design, LLC9$2.94K<0.01%+713F-HRTimeline
HARBOUR INVESTMENTS, INC.9$2.94K<0.01%+213F-HRTimeline
FIRST UNITED BANK & TRUST8$2.62K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC8$2.62K<0.01%-1113F-HRTimeline
Sound Income Strategies, LLC7$2.29K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC7$2.29K0.04%new13F-HRTimeline
Avion Wealth7$2K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…5$2K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.6$1.96K<0.01%new13F-HRTimeline
WASHINGTON TRUST Co6$1.96K<0.01%013F-HRTimeline
TRUST CO OF VERMONT5$1.64K<0.01%013F-HRTimeline
MOTCO5$1.64K<0.01%new13F-HRTimeline
Cromwell Holdings LLC5$1.64K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC5$1.64K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA4$1.31K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC4$1.31K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC4$1.31K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC4$1.31K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC3$1K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$1K<0.01%013F-HRTimelineGroup
Rakuten Securities, Inc.in group Rakuten Group, Inc.3$981<0.01%+213F-HRTimelineGroup
Parkworth Wealth Management, Inc.3$981<0.01%013F-HRTimeline
WINNACLE WEALTH LLC3$709<0.01%+113F-HRTimeline
Manchester Capital Management LLC2$655<0.01%+113F-HRTimeline
WealthTrak Capital Management LLC2$655<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC2$655<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC2$655<0.01%013F-HRTimeline
HFM Investment Advisors, LLC2$655<0.01%13F-HRTimeline
Pacer Advisors, Inc.2$654<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2$654<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC2$654<0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC2$654<0.01%new13F-HRTimeline
ABOUND FINANCIAL, LLC2$639<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC2$638<0.01%013F-HRTimeline
Blume Capital Management, Inc.1$328<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC1$328<0.01%013F-HRTimeline
American Capital Advisory, LLC1$328<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1$327<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1$327<0.01%-513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1$327<0.01%new13F-HRTimeline
Activest Wealth Management1$327<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC0$151<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.1$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
OGOREK ANTHONY JOSEPH /NY/ /ADV0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,55513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Geneos Wealth Management Inc.119$117K-1413F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.