Skip to content
Disclosery

LPLA LPL FINL HLDGS INC

Follow

Stock (common), issuer CIK 1397911

809 managers (828 13F filers) reported a position in LPLA shares at 2025-12-31, 81,389,191 shares in all. 112 filers opened a position and 82 filers sold out during the quarter.

Managers
809
13F filers
828
New
112
Added
259
Reduced
275
Sold out
82
Shares held by filers
81,389,191

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Fieldview Capital Management, LLC625$223K0.04%new13F-HRTimeline
Krilogy Financial LLC621$223K0.01%+2613F-HRTimeline
FourThought Financial Partners, LLC618$221K0.02%new13F-HRTimeline
Rehmann Capital Advisory Group617$221K0.01%+313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC614$219K0.02%-57513F-HRTimeline
Integrated Advisors Network LLC610$218K0.01%new13F-HRTimeline
Twin Tree Management, LP603$215K0.02%new13F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…600$214K0.01%013F-HRTimeline
Procyon Advisors, LLC596$213K0.01%new13F-HRTimeline
EVERETT HARRIS & CO /CA/591$211K<0.01%new13F-HRTimeline
Left Brain Wealth Management, LLC591$211K0.07%new13F-HRTimeline
GeoWealth Management, LLC585$209K0.01%-4213F-HRTimeline
WP Advisors, LLC585$209K0.05%-5713F-HRTimeline
CFO4Life Group, LLC583$208K0.03%new13F-HRTimeline
Kingsview Wealth Management, LLC579$207K<0.01%new13F-HRTimeline
WealthPLAN Partners, LLC579$207K0.03%new13F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…573$205K0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Cercano Management LLC570$204K0.01%new13F-HRTimeline
Meadow Creek Wealth Advisors LLC568$203K0.13%-5213F-HRTimeline
Meadowbrook Advisors Group, LLC568$203K0.11%13F-HRTimeline
O'Brien Wealth Partners LLC566$202K0.03%new13F-HRTimeline
HBK Sorce Advisory LLC524$202K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC562$201K0.01%new13F-HRTimeline
AlphaStar Capital Management, LLC561$200K0.01%new13F-HRTimeline
Eagle Bay Advisors LLC557$199K0.15%new13F-HRTimeline
Walsh & Associates, LLC542$194K0.19%13F-HRTimeline
Golden State Wealth Management, LLC519$185K0.02%+1913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC513$183K0.01%new13F-HRTimeline
Advocate Investing Services LLC500$179K0.16%13F-HRTimeline
Elgethun Capital Management493$176K0.03%013F-HRTimeline
LRI Investments, LLC487$174K0.01%+3813F-HRTimeline
WPG Advisers, LLC481$172K0.13%-213F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD480$171K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC467$167K0.07%new13F-HRTimeline
Financial Management Professionals, Inc.463$165K0.02%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…461$165K<0.01%-1,48313F-HRTimelineGroup
UMB Bank, n.a.447$160K<0.01%-3,18213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Penserra Capital Management LLCin group Penserra Capital Management L…431$153K<0.01%-513F-HRTimelineGroup
FIL Ltdin group FIL Ltd428$153K<0.01%-12413F-HRTimelineGroup
Covestor Ltd423$151K0.08%+8013F-HRTimeline
United Community Bankin group United Community Bank415$148K0.06%-25013F-HRTimelineGroup
Oslo Pensjonsforsikring AS403$144K0.02%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.400$143K0.06%013F-HRTimeline
IFP Advisors, Inc372$133K<0.01%-53213F-HRTimeline
Quarry LP362$129K0.02%-29313F-HRTimeline
CENTRAL TRUST Co358$128K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…349$125K<0.01%+8513F-HRTimelineGroup
Blue Trust, Inc.344$123K<0.01%+7413F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC361$122K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC337$121K<0.01%-913F-HRTimeline
SageView Advisory Group, LLC325$116K<0.01%new13F-HRTimeline
Leonteq Securities AG312$111K0.01%+10813F-HRTimeline
Smallwood Wealth Investment Management,…312$111K0.06%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.357$106K0.01%+2413F-HRTimelineGroup
Graney & King, LLC285$102K0.06%013F-HRTimeline
State of Wyoming269$96.1K0.01%+4313F-HRTimeline
Ameliora Wealth Management Ltd.265$94.7K0.03%013F-HRTimeline
Arax Advisory Partners249$88.9K<0.01%-3,26213F-HRTimeline
Compass Financial Services Inc246$87.8K0.04%013F-HRTimeline
FIRST HORIZON CORP238$85K<0.01%+4613F-HRTimeline
ENTRUST FINANCIAL LLC214$76.5K0.06%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC191$68K<0.01%+913F-HR/ATimelineGroup
Harbor Asset Planning, Inc.187$66.9K0.06%013F-HRTimeline
CoreCap Advisors, LLC186$66.4K<0.01%-32413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.181$64.6K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB180$64.3K<0.01%-5513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp160$57.1K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust155$55.4K<0.01%+813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.148$52.9K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc147$52.5K0.01%013F-HRTimeline
Reflection Asset Management141$50.4K0.04%13F-HRTimeline
Pinpoint Asset Management (Singapore) P…139$49.6K0.01%new13F-HRTimeline
MCF Advisors LLC138$49.3K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC135$48.2K0.01%013F-HRTimeline
Smithfield Trust Co127$45K<0.01%-2713F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…120$42.9K0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC104$37.1K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.100$36K0.01%013F-HRTimeline
Chung Wu Investment Group, LLC100$35.7K0.03%+2013F-HRTimeline
Boreal Capital Management LLC100$35.7K0.03%013F-HRTimeline
Clark Wealth Partners100$35.7K0.02%013F-HRTimeline
2UniFi Bank93$33.2K0.02%+1213F-HRTimeline
EASTERN BANK86$30.7K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC86$30.7K<0.01%+1913F-HRTimeline
IAG Wealth Partners, LLC84$29.9K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.78$27.9K<0.01%+6613F-HRTimeline
Clearstead Advisors, LLC75$26.8K<0.01%+7313F-HRTimeline
PRIVATE TRUST CO NA75$26.8K<0.01%-1213F-HRTimeline
Cetera Trust Company, N.A75$26.8K0.01%-12513F-HRTimeline
Wellington Grp LLC75$26.8K0.01%13F-HR/ATimeline
Salomon & Ludwin, LLC72$26.6K<0.01%-213F-HRTimeline
MassMutual Private Wealth & Trust, FSB73$26.1K<0.01%-613F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …70$25K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…68$24.3K<0.01%13F-HRTimeline
Larson Financial Group LLC65$23.2K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.63$22.5K0.01%013F-HRTimeline
CVA Family Office, LLC61$21.8K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd60$21.4K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc59$21.1K<0.01%+1213F-HRTimeline
Global X Japan Co., Ltd.58$20.7K<0.01%+3613F-HRTimeline
HARBOUR INVESTMENTS, INC.56$20K<0.01%+1713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…56$19.9K<0.01%+513F-HRTimelineGroup
N.E.W. Advisory Services LLC54$19.3K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.54$19.3K<0.01%-313F-HRTimeline
WealthCollab, LLC50$17.9K0.01%013F-HRTimeline
Signature Equity Partners, LLC49$17.7K0.01%13F-HRTimeline
Private Wealth Management Group, LLC49$17.5K<0.01%013F-HRTimeline
Millstone Evans Group, LLC49$17.5K0.01%-3913F-HRTimeline
Plante Moran Financial Advisors, LLC48$17.1K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC47$16.7K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.44$15.7K<0.01%013F-HRTimelineGroup
Raiffeisen Bank International AGin group Raiffeisen Bank International…43$15.5K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC42$15K0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp39$14.5K0.02%-113F-HR/ATimeline
DV Trading LLC40$14.3K<0.01%13F-HRTimeline
BOKF, NAin group BOKF, NA38$13.6K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC36$13.2K<0.01%+413F-HRTimeline
MONTAG A & ASSOCIATES INC37$13.2K<0.01%013F-HRTimeline
Trust Co37$13.2K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.33$11.8K<0.01%-15413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.31$11K<0.01%+2713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Center for Financial Planning, Inc.30$10.8K<0.01%013F-HRTimeline
Asset Dedication, LLC30$10.7K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.28$10K0.01%13F-HRTimeline
AdvisorNet Financial, Inc27$9.64K<0.01%-113F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC26$9.29K<0.01%013F-HRTimeline
Clearstead Trust, LLC25$8.93K<0.01%-613F-HRTimeline
Torren Management, LLC24$8.57K<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners24$8.57K<0.01%013F-HRTimelineGroup
Fortitude Family Office, LLC24$8.57K<0.01%-713F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.21$7.5K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.20$7.14K<0.01%+413F-HRTimeline
OSSIAM20$7.14K<0.01%-7513F-HRTimeline
T. Rowe Price Investment Management, In…19$7K<0.01%013F-HR/ATimeline
Cranbrook Wealth Management, LLC19$6.79K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/19$6.79K<0.01%013F-HRTimeline
CNB Bank19$6.79K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…19$6.79K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC19$6.79K<0.01%13F-HRTimeline
Marquette Asset Management, LLC17$6.07K<0.01%+1013F-HRTimeline
DiNuzzo Private Wealth, Inc.17$6.07K<0.01%013F-HRTimeline
Sachetta, LLC16$5.71K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC15$5.37K0.01%013F-HRTimeline
SJS Investment Consulting Inc.15$5.36K<0.01%-6613F-HRTimeline
Kemnay Advisory Services Inc.15$5.36K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC15$5.36K<0.01%new13F-HRTimeline
Manchester Capital Management LLC14$5K<0.01%+413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.14$5K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC14$5K<0.01%new13F-HRTimeline
MTM Investment Management, LLC14$5K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC13$4.64K<0.01%013F-HRTimeline
Fideuram Asset Management (Ireland) dac13$4.53K<0.01%13F-HRTimeline
SHP Wealth Management13$4.5K<0.01%13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC12$4.29K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp11$3.93K<0.01%-2413F-HRTimelineGroup
Elyxium Wealth, LLC11$3.93K<0.01%new13F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…10$3.57K<0.01%new13F-HRTimelineGroup
Rosenberg Matthew Hamilton10$3.57K<0.01%013F-HRTimeline
Cromwell Holdings LLC10$3.57K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC10$3.57K<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC10$3.57K<0.01%+413F-HRTimeline
Ares Financial Consulting, LLC9$3.24K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC9$3.21K<0.01%+313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC9$3.21K<0.01%013F-HRTimeline
True Wealth Design, LLC9$3.21K<0.01%-213F-HRTimeline
Rachor Investment Advisory Services, LLC9$3.21K<0.01%13F-HRTimeline
Sound Income Strategies, LLC8$3.03K<0.01%new13F-HRTimeline
Avion Wealth10$3K<0.01%+413F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …7$3K<0.01%+613F-HRTimelineGroup
CX Institutional7$3K<0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST8$2.86K<0.01%-1513F-HRTimeline
CBIZ Investment Advisory Services, LLC8$2.86K<0.01%-413F-HRTimeline
Rossby Financial, LCC8$2.86K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC8$2.86K<0.01%13F-HR/ATimeline
MASECO LLP7$2.5K<0.01%-8413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC7$2.5K<0.01%013F-HRTimeline
Key Capital Management, INC7$2.5K<0.01%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.7$2.39K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6$2.14K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC6$2.14K<0.01%+113F-HRTimeline
Kilter Group LLC6$2.14K<0.01%013F-HRTimeline
Aspect Partners, LLC5$1.79K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.5$1.79K<0.01%13F-HRTimeline
Hilton Head Capital Partners, LLC5$1.79K<0.01%13F-HRTimeline
Basepoint Wealth LLC4$1.43K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4$1.43K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4$1.43K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC4$1.43K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC4$1.43K<0.01%013F-HRTimeline
1015 Capital Partners, LLC4$1.43K<0.01%13F-HRTimeline
ALERUS FINANCIAL NA3$1.07K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC3$1.07K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC3$1.07K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC3$1K<0.01%013F-HRTimeline
Seneschal Advisors, LLC2$715<0.01%013F-HRTimeline
North Star Investment Management Corp.2$714<0.01%new13F-HRTimeline
Pacer Advisors, Inc.2$714<0.01%013F-HR/ATimeline
Bogart Wealth, LLC2$714<0.01%new13F-HRTimeline
Hughes Financial Services, LLC2$714<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC2$700<0.01%new13F-HR/ATimeline