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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

789 managers (804 13F filers) reported a position in LPLA shares at 2025-06-30, 79,472,880 shares in all. 115 filers opened a position and 105 filers sold out during the quarter.

Managers
789
13F filers
804
New
115
Added
333
Reduced
260
Sold out
105
Shares held by filers
79,472,880

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
DRIVE WEALTH MANAGEMENT, LLC650$244K0.05%+1213F-HRTimeline
WP Advisors, LLC642$241K0.07%-3913F-HRTimeline
Quantum Financial Advisors, LLC636$238K0.03%013F-HRTimeline
RIA Advisory Group LLC626$235K0.07%new13F-HRTimeline
Meadow Creek Wealth Advisors LLC625$234K0.16%new13F-HRTimeline
SYON CAPITAL LLC625$234K0.02%new13F-HRTimeline
Eagle Bay Advisors LLC622$233K0.19%-213F-HRTimeline
GAMMA Investing LLC621$233K0.01%+14513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…620$232K0.01%-3,48913F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…600$225K0.01%013F-HR/ATimeline
Rehmann Capital Advisory Group598$224K0.01%new13F-HRTimeline
LRI Investments, LLC598$224K0.02%+2113F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS597$224K<0.01%new13F-HRTimelineGroup
GC Wealth Management RIA, LLC595$223K0.02%new13F-HRTimeline
Goldstein Advisors, LLC593$222K0.03%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC593$222K0.04%new13F-HRTimeline
Advisory Services Network, LLC560$222K<0.01%-13413F-HRTimeline
EVERETT HARRIS & CO /CA/591$222K<0.01%new13F-HRTimeline
Left Brain Wealth Management, LLC591$222K0.08%new13F-HRTimeline
Kingsview Wealth Management, LLC583$219K<0.01%new13F-HRTimeline
Security Financial Services, INC.581$218K0.04%-7813F-HRTimeline
WealthPLAN Partners, LLC578$217K0.03%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors575$216K0.03%+2013F-HRTimelineGroup
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…573$215K0.01%new13F-HRTimelineGroup
Cercano Management LLC570$214K0.01%new13F-HRTimeline
United Community Bankin group United Community Bank570$214K0.07%+513F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC570$214K0.01%new13F-HRTimeline
NORDEN GROUP LLC567$213K0.02%-8613F-HRTimeline
O'Brien Wealth Partners LLC566$212K0.03%new13F-HRTimeline
CFO4Life Group, LLC565$212K0.03%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP564$211K<0.01%new13F-HRTimeline
WESBANCO BANK INC560$210K0.01%new13F-HRTimeline
FIL Ltdin group FIL Ltd550$206K<0.01%+37813F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK546$205K<0.01%+31413F-HRTimelineGroup
Great Diamond Partners, LLC546$205K0.04%-6813F-HRTimeline
Waverly Advisors, LLC543$204K<0.01%new13F-HRTimeline
Ironwood Investment Counsel, LLC535$201K0.03%new13F-HRTimeline
First Horizon Advisors, Inc.531$199K0.01%+10913F-HRTimeline
Traub Capital Management LLC501$188K0.17%13F-HRTimeline
Golden State Wealth Management, LLC500$187K0.02%013F-HRTimeline
Whipplewood Advisors, LLC495$186K0.1%+1813F-HRTimeline
Elgethun Capital Management493$185K0.04%013F-HRTimeline
WPG Advisers, LLC486$182K0.15%-2413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…431$161K<0.01%+7513F-HRTimelineGroup
Neo Ivy Capital Management408$153K0.05%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.400$150K0.07%013F-HRTimeline
Farther Finance Advisors, LLC370$139K<0.01%-1213F-HRTimeline
CENTRAL TRUST Co357$134K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…316$118K0.07%+413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC315$118K0.02%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.301$113K<0.01%+2713F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.296$111K0.01%013F-HRTimelineGroup
Covestor Ltd263$99K0.06%+10313F-HRTimeline
OSSIAM263$98.6K<0.01%new13F-HRTimeline
Compass Financial Services Inc245$92K0.04%+1613F-HRTimeline
Versant Capital Management, Inc244$91.5K0.01%+6313F-HRTimeline
Ameliora Wealth Management Ltd.265$90.4K0.03%-6513F-HRTimeline
Brooklyn Investment Group226$84.7K0.01%+813F-HR/ATimeline
Leonteq Securities AG216$81K<0.01%-13013F-HRTimeline
Aster Capital Management (DIFC) Ltd211$79.1K0.02%+9613F-HRTimeline
Washington Trust Advisors, Inc.199$74.8K0.01%+1413F-HRTimeline
TD Waterhouse Canada Inc.193$72K<0.01%+15013F-HRTimeline
Arax Advisory Partners191$71.6K<0.01%+713F-HRTimeline
Harbor Asset Planning, Inc.187$70.2K0.07%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.181$67.9K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp175$65.6K<0.01%new13F-HRTimelineGroup
Oslo Pensjonsforsikring AS167$62.6K0.01%013F-HRTimeline
Smithfield Trust Co154$58K<0.01%+3513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC142$53K<0.01%+713F-HRTimelineGroup
Parkside Financial Bank & Trust140$52.5K0.01%-413F-HRTimeline
Clark Wealth Partners140$52.5K0.04%013F-HRTimeline
Graney & King, LLC139$52.2K0.04%+4613F-HRTimeline
Smartleaf Asset Management LLC142$51.8K<0.01%-19913F-HRTimeline
MCF Advisors LLC138$51.7K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC135$50.6K0.01%-213F-HRTimeline
Geneos Wealth Management Inc.123$46.1K<0.01%+413F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…120$45K0.01%+5513F-HRTimeline
Clearstead Advisors, LLC104$39K<0.01%-1613F-HRTimeline
PRIVATE TRUST CO NA104$39K<0.01%+713F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC104$39K<0.01%013F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.101$37.9K<0.01%-1,63613F-HRTimelineGroup
Boreal Capital Management LLC100$37.5K0.03%13F-HRTimeline
MASECO LLP91$34.2K<0.01%13F-HRTimeline
Bayforest Capital Ltd90$33.7K0.01%new13F-HRTimeline
Tidemark, LLC84$31.5K0.01%+6413F-HRTimeline
IAG Wealth Partners, LLC84$31.3K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management82$30.7K<0.01%-15013F-HRTimelineGroup
SBI Securities Co., Ltd.80$30K<0.01%+4313F-HRTimeline
MassMutual Private Wealth & Trust, FSB79$29.6K<0.01%-2113F-HRTimeline
Binnacle Investments Inc77$28.9K0.02%-313F-HRTimeline
Bellwether Advisors, LLC74$27.7K<0.01%new13F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …70$26.2K<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC67$25.1K<0.01%-113F-HRTimeline
Hemington Wealth Management68$25K<0.01%+113F-HRTimeline
GROUP ONE TRADING LLC64$24K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC64$24K0.02%-2313F-HRTimeline
Pinnacle Bancorp, Inc.63$23.6K0.01%013F-HRTimeline
Larson Financial Group LLC62$23.3K<0.01%+3013F-HRTimeline
Bell Investment Advisors, Inc61$22.9K<0.01%+413F-HRTimeline
CVA Family Office, LLC61$22.9K<0.01%+2013F-HRTimeline
2UniFi Bank59$22.1K0.01%-513F-HRTimeline
N.E.W. Advisory Services LLC54$20.2K<0.01%013F-HRTimeline
EASTERN BANK50$18.7K<0.01%013F-HRTimeline
WealthCollab, LLC50$18.7K0.01%013F-HRTimeline
Private Wealth Management Group, LLC49$18.4K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC48$18K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC47$17.5K0.01%-7613F-HRTimeline
WOLFF WIESE MAGANA LLC42$15.7K0.01%013F-HRTimeline
Park Place Capital Corp42$15.7K<0.01%-1213F-HRTimeline
MONTAG A & ASSOCIATES INC37$13.9K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp36$13.5K<0.01%-313F-HRTimelineGroup
High Note Wealth, LLC34$12.7K<0.01%013F-HRTimeline
Clearstead Trust, LLC31$11.6K<0.01%+1813F-HRTimeline
Citizens National Bank Trust Department31$11.6K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.30$11.3K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC30$11.2K<0.01%+1513F-HRTimeline
Global X Japan Co., Ltd.30$11.2K<0.01%-5713F-HRTimeline
AdvisorNet Financial, Inc27$10.1K<0.01%-1113F-HRTimeline
Operose Advisors LLC27$10.1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC27$10.1K<0.01%-813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners24$9K<0.01%013F-HRTimelineGroup
Riggs Asset Managment Co. Inc.23$8.62K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC22$8.25K<0.01%+1413F-HRTimeline
Compass Planning Associates Inc21$7.91K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC19$7.12K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/19$7.12K<0.01%new13F-HRTimeline
CNB Bank19$7.12K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18$6.75K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC17$6.38K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.17$6.38K<0.01%013F-HRTimeline
Sachetta, LLC16$6K<0.01%+413F-HRTimeline
Financial Network Wealth Advisors LLC15$5.63K0.01%-213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.14$5.25K<0.01%-113F-HRTimeline
MTM Investment Management, LLC14$5.25K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.13$4.88K<0.01%-2313F-HRTimeline
Wealth Preservation Advisors, LLC13$4.88K<0.01%+213F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC12$4.5K<0.01%new13F-HRTimeline
Activest Wealth Management12$4.5K<0.01%+1113F-HRTimeline
True Wealth Design, LLC12$4.5K<0.01%+313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC12$4.5K<0.01%013F-HRTimeline
Essential Partners LLC12$4.5K<0.01%13F-HRTimeline
Avion Wealth11$4K<0.01%+413F-HR/ATimeline
ALERUS FINANCIAL NA10$3.75K<0.01%-2,41213F-HRTimeline
Rosenberg Matthew Hamilton10$3.75K<0.01%013F-HRTimeline
Cromwell Holdings LLC10$3.75K<0.01%+513F-HRTimeline
SIERRA OCEAN, LLC10$3.75K<0.01%013F-HRTimeline
MOTCO9$3.56K<0.01%+413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC9$3.38K<0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST8$3K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.8$3K<0.01%-513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC8$2.99K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC7$2.62K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.7$2.51K<0.01%+113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6$2.25K<0.01%new13F-HRTimeline
Kilter Group LLC6$2.25K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC6$2.25K<0.01%+213F-HRTimeline
CBIZ Investment Advisory Services, LLC5$1.88K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC5$1.88K<0.01%013F-HRTimeline
Pineridge Advisors LLC5$1.88K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC5$1.88K<0.01%+313F-HRTimeline
BOKF, NAin group BOKF, NA4$1.5K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC4$1.5K<0.01%+313F-HRTimeline
Tortoise Investment Management, LLC4$1.5K<0.01%new13F-HRTimeline
Talon Private Wealth, LLC4$1.5K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC4$1.5K<0.01%-1013F-HRTimeline
Parkworth Wealth Management, Inc.4$1.5K<0.01%+113F-HRTimeline
Bay Harbor Wealth Management, LLC4$1.5K<0.01%+213F-HRTimeline
Principia Wealth Advisory, LLC3$1.12K<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC3$1.12K<0.01%+113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC4$1K<0.01%-8,98813F-HRTimelineGroup
Capital Advisors, Ltd. LLC3$1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2$1K<0.01%+113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hughes Financial Services, LLC2$757<0.01%-713F-HRTimeline
Pacer Advisors, Inc.2$750<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2$750<0.01%013F-HRTimeline
Quaker Wealth Management, LLC2$750<0.01%new13F-HRTimeline
Stephens Consulting, LLC2$750<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC1$384<0.01%-313F-HRTimeline
Manchester Capital Management LLC1$375<0.01%-113F-HRTimeline
IMA Advisory Services, Inc.1$375<0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1$375<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$375<0.01%-213F-HR/ATimelineGroup
WealthTrak Capital Management LLC1$375<0.01%-113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$247<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC2$00%013F-HRTimelineValue filed as zero, left out of ratios.
Roble, Belko & Company, Inc1$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1$00%-2,10213F-HRTimelineGroupValue 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.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.