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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

744 managers (762 13F filers) reported a position in LPLA shares at 2025-09-30, 78,620,056 shares in all. 71 filers opened a position and 110 filers sold out during the quarter.

Managers
744
13F filers
762
New
71
Added
279
Reduced
271
Sold out
110
Shares held by filers
78,620,056

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding264$87.8K-719Timeline
Compass Financial Services Inc246$81.7K0.04%+113F-HRTimeline
Quantbot Technologies LP242$80.5K<0.01%-2,99913F-HRTimeline
Wilmington Savings Fund Society, FSB235$78.2K<0.01%-2,18313F-HR/ATimeline
State of Wyoming226$75.2K0.01%-1,03713F-HRTimeline
Leonteq Securities AG204$67.9K<0.01%-1213F-HRTimeline
Cetera Trust Company, N.A200$66.5K0.04%-1,01013F-HRTimeline
FIRST HORIZON CORP192$63.9K<0.01%13F-HRTimeline
Harbor Asset Planning, Inc.187$62.3K0.06%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC182$61K<0.01%+4013F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P183$60.9K<0.01%new13F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.181$60.2K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.187$59.3K<0.01%-613F-HRTimeline
TruNorth Capital Management, LLC163$54.2K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp160$53.2K<0.01%-1513F-HRTimelineGroup
Smithfield Trust Co154$51K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.148$49.3K<0.01%-15313F-HRTimelineGroup
Parkside Financial Bank & Trust147$48.9K<0.01%+713F-HRTimeline
Versant Capital Management, Inc147$48.9K0.01%-9713F-HRTimeline
MCF Advisors LLC138$45.9K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC135$44.9K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…120$39.9K0.01%013F-HRTimeline
Neo Ivy Capital Management108$35.9K0.01%-30013F-HRTimeline
Clark Wealth Partners100$35.7K0.02%-4013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC104$34.6K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.100$33.5K0.01%new13F-HRTimeline
Boreal Capital Management LLC100$33.3K0.03%013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.97$32.3K<0.01%-413F-HRTimelineGroup
OSSIAM95$31.6K<0.01%-16813F-HRTimeline
MASECO LLP91$30.4K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management90$29.9K<0.01%+813F-HRTimelineGroup
Millstone Evans Group, LLC88$29.3K0.02%+2413F-HRTimeline
PRIVATE TRUST CO NA87$28.9K<0.01%-1713F-HRTimeline
EASTERN BANK86$28.6K<0.01%+3613F-HRTimeline
IAG Wealth Partners, LLC84$27.8K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.81$26.9K<0.01%+7313F-HRTimeline
2UniFi Bank81$26.9K0.01%+2213F-HRTimeline
Chung Wu Investment Group, LLC80$26.6K0.02%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB79$26.3K<0.01%013F-HRTimeline
Binnacle Investments Inc76$25.3K0.01%-113F-HRTimeline
Salomon & Ludwin, LLC74$23.3K<0.01%new13F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …70$23.3K<0.01%013F-HRTimelineGroup
Hemington Wealth Management72$23K<0.01%+413F-HRTimeline
JFS WEALTH ADVISORS, LLC67$22.3K<0.01%013F-HRTimeline
Larson Financial Group LLC65$21.6K<0.01%+313F-HRTimeline
Pinnacle Bancorp, Inc.63$21K0.01%013F-HRTimeline
CVA Family Office, LLC61$20.3K<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC57$19K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.57$19K<0.01%-2313F-HRTimeline
N.E.W. Advisory Services LLC54$18K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…51$16.9K<0.01%+5013F-HRTimelineGroup
Tidemark, LLC50$16.6K<0.01%-3413F-HRTimeline
WealthCollab, LLC50$16.6K0.01%013F-HRTimeline
Private Wealth Management Group, LLC49$16.3K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC50$16K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC48$16K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc47$15.6K<0.01%-1413F-HRTimeline
Fourth Dimension Wealth, LLC47$15.6K0.01%013F-HRTimeline
Bayforest Capital Ltd45$15K0.01%-4513F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…43$14.6K<0.01%-84213F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.44$14.6K<0.01%new13F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp40$14.6K0.02%13F-HR/ATimeline
WOLFF WIESE MAGANA LLC42$14K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.39$13K<0.01%-2,35813F-HRTimeline
MONTAG A & ASSOCIATES INC37$12.3K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp35$11.6K<0.01%-113F-HRTimelineGroup
High Note Wealth, LLC34$11.3K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC32$10.8K<0.01%+513F-HRTimeline
Clearstead Trust, LLC31$10.3K<0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC31$10.3K<0.01%new13F-HRTimeline
Citizens National Bank Trust Department31$10.3K<0.01%013F-HRTimeline
Fortitude Family Office, LLC31$10.3K<0.01%+913F-HRTimeline
Center for Financial Planning, Inc.30$10K<0.01%013F-HRTimeline
Asset Dedication, LLC30$9.98K<0.01%+1313F-HRTimeline
GPS Wealth Strategies Group, LLC30$9.98K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc28$9.31K<0.01%+113F-HRTimeline
Operose Advisors LLC27$8.98K<0.01%013F-HRTimeline
Strive Asset Management, LLC27$8.98K<0.01%new13F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC26$8.65K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.24$7.99K<0.01%-9913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners24$7.99K<0.01%013F-HRTimelineGroup
FIRST UNITED BANK & TRUST23$7.65K<0.01%+1513F-HRTimeline
Global X Japan Co., Ltd.22$7.32K<0.01%-813F-HRTimeline
T. Rowe Price Investment Management, In…19$7K<0.01%new13F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.21$6.99K<0.01%-3,27513F-HRTimelineGroup
Cranbrook Wealth Management, LLC19$6.32K<0.01%013F-HRTimeline
JPL Wealth Management, LLC19$6.32K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/19$6.32K<0.01%013F-HRTimeline
CNB Bank19$6.32K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…19$6.32K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.17$6.2K<0.01%013F-HRTimeline
Palisade Asset Management, LLC18$5.99K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC17$5.66K<0.01%-4713F-HRTimeline
Physician Wealth Advisors, Inc.16$5.32K<0.01%new13F-HRTimeline
Sachetta, LLC16$5.32K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC15$5K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.14$4.66K<0.01%013F-HRTimeline
MTM Investment Management, LLC14$4.66K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC13$4.33K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.12$3.99K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC12$3.99K<0.01%+713F-HRTimeline
Activest Wealth Management12$3.99K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC12$3.99K<0.01%013F-HRTimeline
True Wealth Design, LLC11$3.66K<0.01%-113F-HRTimeline
Manchester Capital Management LLC10$3.33K<0.01%+913F-HRTimeline
Rosenberg Matthew Hamilton10$3.33K<0.01%013F-HRTimeline
Cromwell Holdings LLC10$3.33K<0.01%013F-HRTimeline
Cloud Capital Management, LLC12$3K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC9$3K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8$2.66K<0.01%-1013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.8$2.66K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC7$2.33K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC7$2.33K<0.01%+113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.7$2.23K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6$2K<0.01%013F-HRTimeline
Kilter Group LLC6$2K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC6$2K<0.01%+213F-HRTimeline
Bay Harbor Wealth Management, LLC6$2K<0.01%+213F-HRTimeline
Beaird Harris Wealth Management, LLC5$1.66K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC5$1.66K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC5$1.66K<0.01%+213F-HRTimeline
Tortoise Investment Management, LLC5$1.66K<0.01%+113F-HRTimeline
Aspect Partners, LLC5$1.66K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4$1.33K<0.01%+213F-HRTimeline
Bruce G. Allen Investments, LLC4$1.33K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC4$1.33K<0.01%-113F-HRTimeline
Avion Wealth6$1K<0.01%-513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4$1K<0.01%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Advisors, Ltd. LLC3$1K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA3$998<0.01%-713F-HRTimeline
Principia Wealth Advisory, LLC3$998<0.01%013F-HRTimeline
Hughes Financial Services, LLC2$751<0.01%013F-HRTimeline
Clearstead Advisors, LLC2$666<0.01%-10213F-HRTimeline
Quaker Wealth Management, LLC2$666<0.01%013F-HRTimeline
Seneschal Advisors, LLC2$666<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC2$666<0.01%new13F-HRTimeline
Pacer Advisors, Inc.2$665<0.01%013F-HRTimeline
IMA Advisory Services, Inc.1$333<0.01%013F-HRTimeline
Davis Capital Management1$333<0.01%13F-HRTimeline
Dogwood Wealth Management LLC1$333<0.01%013F-HRTimeline
Roble, Belko & Company, Inc1$00%013F-HRTimelineValue filed as zero, left out of ratios.
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1$00%013F-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.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%-1,00013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.